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英伟达（NVDA）与天宝（TRMB）财务数据对比。点击上方公司名可切换其他公司
英伟达的季度营收约是天宝的70.2倍（$68.1B vs $969.8M），英伟达净利率更高（63.1% vs 16.1%，领先46.9%），英伟达同比增速更快（73.2% vs -73.7%），英伟达自由现金流更多（$34.9B vs $360.9M），过去两年英伟达的营收复合增速更高（61.7% vs 0.9%）
英伟达是总部位于美国加利福尼亚州圣克拉拉的科技企业，1993年由黄仁勋、克里斯·马拉科夫斯基、柯蒂斯·普里姆联合创立。公司主营图形处理器（GPU）、系统级芯片（SoC）及应用程序接口（API）产品，覆盖数据科学、高性能计算、游戏、移动与车载应用等领域，是全球知名的头部科技企业之一。
天宝（Trimble Inc.）是1978年成立的美国科技企业，总部位于科罗拉多州威斯敏斯特，于纳斯达克上市，为标普500成分股。公司面向建筑工程、地理空间测绘、交通物流等多个行业，提供软硬件产品及相关技术服务。
NVDA vs TRMB — 直观对比
营收规模更大
NVDA
是对方的70.2倍
$969.8M
营收增速更快
NVDA
高出146.9%
-73.7%
净利率更高
NVDA
高出46.9%
16.1%
自由现金流更多
NVDA
多$34.5B
$360.9M
两年增速更快
NVDA
近两年复合增速
0.9%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $68.1B | $969.8M |
| 净利润 | $43.0B | $156.6M |
| 毛利率 | 75.0% | 72.0% |
| 营业利润率 | 65.0% | 22.3% |
| 净利率 | 63.1% | 16.1% |
| 营收同比 | 73.2% | -73.7% |
| 净利润同比 | 94.5% | 73.6% |
| 每股收益（稀释后） | $1.76 | $0.65 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收NVDATRMB
| Q1 26 | $68.1B | — | ||
| Q4 25 | $57.0B | $901.2M | ||
| Q3 25 | $46.7B | $875.7M | ||
| Q2 25 | $44.1B | $840.6M | ||
| Q1 25 | $39.3B | $983.4M | ||
| Q4 24 | $35.1B | — | ||
| Q3 24 | $30.0B | $875.8M | ||
| Q2 24 | $26.0B | $870.8M |
净利润NVDATRMB
| Q1 26 | $43.0B | — | ||
| Q4 25 | $31.9B | $111.5M | ||
| Q3 25 | $26.4B | $89.2M | ||
| Q2 25 | $18.8B | $66.7M | ||
| Q1 25 | $22.1B | $90.2M | ||
| Q4 24 | $19.3B | — | ||
| Q3 24 | $16.6B | $40.6M | ||
| Q2 24 | $14.9B | $1.3B |
毛利率NVDATRMB
| Q1 26 | 75.0% | — | ||
| Q4 25 | 73.4% | 68.9% | ||
| Q3 25 | 72.4% | 68.3% | ||
| Q2 25 | 60.5% | 66.7% | ||
| Q1 25 | 73.0% | 69.3% | ||
| Q4 24 | 74.6% | — | ||
| Q3 24 | 75.1% | 65.7% | ||
| Q2 24 | 78.4% | 62.7% |
营业利润率NVDATRMB
| Q1 26 | 65.0% | — | ||
| Q4 25 | 63.2% | 16.7% | ||
| Q3 25 | 60.8% | 14.6% | ||
| Q2 25 | 49.1% | 11.6% | ||
| Q1 25 | 61.1% | 17.6% | ||
| Q4 24 | 62.3% | — | ||
| Q3 24 | 62.1% | 13.3% | ||
| Q2 24 | 64.9% | 7.1% |
净利率NVDATRMB
| Q1 26 | 63.1% | — | ||
| Q4 25 | 56.0% | 12.4% | ||
| Q3 25 | 56.5% | 10.2% | ||
| Q2 25 | 42.6% | 7.9% | ||
| Q1 25 | 56.2% | 9.2% | ||
| Q4 24 | 55.0% | — | ||
| Q3 24 | 55.3% | 4.6% | ||
| Q2 24 | 57.1% | 151.2% |
每股收益（稀释后）NVDATRMB
| Q1 26 | $1.76 | — | ||
| Q4 25 | $1.30 | $0.46 | ||
| Q3 25 | $1.08 | $0.37 | ||
| Q2 25 | $0.76 | $0.27 | ||
| Q1 25 | $-4.49 | $0.36 | ||
| Q4 24 | $0.78 | — | ||
| Q3 24 | $0.67 | $0.16 | ||
| Q2 24 | $5.98 | $5.34 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $10.6B | $253.4M |
| 总债务越低越好 | $8.5B | $1.4B |
| 股东权益账面价值 | $157.3B | $5.8B |
| 总资产 | $206.8B | $9.3B |
| 负债/权益比越低杠杆越低 | 0.05× | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资NVDATRMB
| Q1 26 | $10.6B | — | ||
| Q4 25 | $60.6B | $232.7M | ||
| Q3 25 | $56.8B | $265.9M | ||
| Q2 25 | $53.7B | $290.0M | ||
| Q1 25 | $43.2B | $738.8M | ||
| Q4 24 | $38.5B | — | ||
| Q3 24 | $34.8B | $1.0B | ||
| Q2 24 | $31.4B | $944.1M |
总债务NVDATRMB
| Q1 26 | $8.5B | — | ||
| Q4 25 | $8.5B | $1.4B | ||
| Q3 25 | $8.5B | — | ||
| Q2 25 | $8.5B | — | ||
| Q1 25 | $8.5B | $1.4B | ||
| Q4 24 | $8.5B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $9.7B | — |
股东权益NVDATRMB
| Q1 26 | $157.3B | — | ||
| Q4 25 | $118.9B | $5.8B | ||
| Q3 25 | $100.1B | $5.7B | ||
| Q2 25 | $83.8B | $5.4B | ||
| Q1 25 | $79.3B | $5.7B | ||
| Q4 24 | $65.9B | — | ||
| Q3 24 | $58.2B | $5.9B | ||
| Q2 24 | $49.1B | $5.6B |
总资产NVDATRMB
| Q1 26 | $206.8B | — | ||
| Q4 25 | $161.1B | $9.0B | ||
| Q3 25 | $140.7B | $9.1B | ||
| Q2 25 | $125.3B | $8.9B | ||
| Q1 25 | $111.6B | $9.5B | ||
| Q4 24 | $96.0B | — | ||
| Q3 24 | $85.2B | $9.9B | ||
| Q2 24 | $77.1B | $9.6B |
负债/权益比NVDATRMB
| Q1 26 | 0.05× | — | ||
| Q4 25 | 0.07× | 0.24× | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.10× | — | ||
| Q1 25 | 0.11× | 0.24× | ||
| Q4 24 | 0.13× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.20× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $36.2B | $386.2M |
| 自由现金流经营现金流 - 资本支出 | $34.9B | $360.9M |
| 自由现金流率自由现金流/营收 | 51.2% | 37.2% |
| 资本支出强度资本支出/营收 | 1.9% | 2.6% |
| 现金转化率经营现金流/净利润 | 0.84× | 2.47× |
| 过去12个月自由现金流最近4个季度 | $96.7B | — |
8季度趋势，按日历期对齐
经营现金流NVDATRMB
| Q1 26 | $36.2B | — | ||
| Q4 25 | $23.8B | — | ||
| Q3 25 | $15.4B | $123.8M | ||
| Q2 25 | $27.4B | $155.6M | ||
| Q1 25 | $16.6B | $115.1M | ||
| Q4 24 | $17.6B | — | ||
| Q3 24 | $14.5B | $94.9M | ||
| Q2 24 | $15.3B | $87.6M |
自由现金流NVDATRMB
| Q1 26 | $34.9B | — | ||
| Q4 25 | $22.1B | — | ||
| Q3 25 | $13.5B | $116.6M | ||
| Q2 25 | $26.2B | $149.0M | ||
| Q1 25 | $15.6B | $109.0M | ||
| Q4 24 | $16.8B | — | ||
| Q3 24 | $13.5B | $88.5M | ||
| Q2 24 | $15.0B | $73.3M |
自由现金流率NVDATRMB
| Q1 26 | 51.2% | — | ||
| Q4 25 | 38.8% | — | ||
| Q3 25 | 28.8% | 13.3% | ||
| Q2 25 | 59.4% | 17.7% | ||
| Q1 25 | 39.5% | 11.1% | ||
| Q4 24 | 47.9% | — | ||
| Q3 24 | 45.0% | 10.1% | ||
| Q2 24 | 57.5% | 8.4% |
资本支出强度NVDATRMB
| Q1 26 | 1.9% | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 4.1% | 0.8% | ||
| Q2 25 | 2.8% | 0.8% | ||
| Q1 25 | 2.7% | 0.6% | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 3.3% | 0.7% | ||
| Q2 24 | 1.4% | 1.6% |
现金转化率NVDATRMB
| Q1 26 | 0.84× | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.58× | 1.39× | ||
| Q2 25 | 1.46× | 2.33× | ||
| Q1 25 | 0.75× | 1.28× | ||
| Q4 24 | 0.91× | — | ||
| Q3 24 | 0.87× | 2.34× | ||
| Q2 24 | 1.03× | 0.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
NVDA
| Compute | $51.3B | 75% |
| Networking | $11.0B | 16% |
| Gaming | $3.7B | 5% |
| Professional Visualization | $1.3B | 2% |
| Automotive | $604.0M | 1% |
| OEM And Other | $161.0M | 0% |
| Inventory Purchase Obligations In Excess Of Projections | $31.0M | 0% |
TRMB
| Subscription and services | $701.5M | 72% |
| Product | $268.3M | 28% |
