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EXTREME NETWORKS INC（EXTR）与F5, Inc.（FFIV）财务数据对比。点击上方公司名可切换其他公司
F5, Inc.的季度营收约是EXTREME NETWORKS INC的2.6倍（$822.5M vs $317.9M）。F5, Inc.净利率更高（21.9% vs 2.5%，领先19.4%）。EXTREME NETWORKS INC同比增速更快（13.8% vs 7.3%）。F5, Inc.自由现金流更多（$149.5M vs $43.0M）。过去两年EXTREME NETWORKS INC的营收复合增速更高（22.7% vs 9.9%）
Extreme Networks是一家总部位于美国北卡罗来纳州莫里斯维尔的网络技术企业，专注于设计、研发和生产有线及无线网络基础设施设备，同时开发用于网络管理、策略管控、数据分析、安全防护及访问控制的相关软件，为各行业客户提供高效的网络解决方案。
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
EXTR vs FFIV — 直观对比
营收规模更大
FFIV
是对方的2.6倍
$317.9M
营收增速更快
EXTR
高出6.5%
7.3%
净利率更高
FFIV
高出19.4%
2.5%
自由现金流更多
FFIV
多$106.5M
$43.0M
两年增速更快
EXTR
近两年复合增速
9.9%
损益表 — Q2 2026 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $317.9M | $822.5M |
| 净利润 | $7.9M | $180.1M |
| 毛利率 | 61.4% | 81.5% |
| 营业利润率 | 4.1% | 26.0% |
| 净利率 | 2.5% | 21.9% |
| 营收同比 | 13.8% | 7.3% |
| 净利润同比 | 6.7% | 8.2% |
| 每股收益（稀释后） | $0.06 | $3.10 |
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EXTRFFIV
| Q4 25 | $317.9M | $822.5M | ||
| Q3 25 | $310.2M | $810.1M | ||
| Q2 25 | $307.0M | $780.4M | ||
| Q1 25 | $284.5M | $731.1M | ||
| Q4 24 | $279.4M | $766.5M | ||
| Q3 24 | $269.2M | $746.7M | ||
| Q2 24 | $256.7M | $695.5M | ||
| Q1 24 | $211.0M | $681.4M |
净利润EXTRFFIV
| Q4 25 | $7.9M | $180.1M | ||
| Q3 25 | $5.6M | $190.5M | ||
| Q2 25 | $-7.8M | $189.9M | ||
| Q1 25 | $3.5M | $145.5M | ||
| Q4 24 | $7.4M | $166.4M | ||
| Q3 24 | $-10.5M | $165.3M | ||
| Q2 24 | $-54.2M | $144.1M | ||
| Q1 24 | $-64.4M | $119.0M |
毛利率EXTRFFIV
| Q4 25 | 61.4% | 81.5% | ||
| Q3 25 | 60.6% | 82.2% | ||
| Q2 25 | 61.6% | 81.0% | ||
| Q1 25 | 61.7% | 80.7% | ||
| Q4 24 | 62.7% | 81.7% | ||
| Q3 24 | 63.0% | 80.8% | ||
| Q2 24 | 44.7% | 80.4% | ||
| Q1 24 | 56.8% | 79.3% |
营业利润率EXTRFFIV
| Q4 25 | 4.1% | 26.0% | ||
| Q3 25 | 3.6% | 25.4% | ||
| Q2 25 | -0.4% | 25.2% | ||
| Q1 25 | 3.6% | 21.7% | ||
| Q4 24 | 4.5% | 26.8% | ||
| Q3 24 | -1.8% | 25.6% | ||
| Q2 24 | -19.1% | 23.4% | ||
| Q1 24 | -29.6% | 20.5% |
净利率EXTRFFIV
| Q4 25 | 2.5% | 21.9% | ||
| Q3 25 | 1.8% | 23.5% | ||
| Q2 25 | -2.5% | 24.3% | ||
| Q1 25 | 1.2% | 19.9% | ||
| Q4 24 | 2.6% | 21.7% | ||
| Q3 24 | -3.9% | 22.1% | ||
| Q2 24 | -21.1% | 20.7% | ||
| Q1 24 | -30.5% | 17.5% |
每股收益（稀释后）EXTRFFIV
| Q4 25 | $0.06 | $3.10 | ||
| Q3 25 | $0.04 | $3.25 | ||
| Q2 25 | $-0.07 | $3.25 | ||
| Q1 25 | $0.03 | $2.48 | ||
| Q4 24 | $0.06 | $2.82 | ||
| Q3 24 | $-0.08 | $2.79 | ||
| Q2 24 | $-0.40 | $2.44 | ||
| Q1 24 | $-0.50 | $2.00 |
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 | $219.8M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $95.9M | $3.5B |
| 总资产 | $1.2B | $6.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资EXTRFFIV
| Q4 25 | $219.8M | $1.2B | ||
| Q3 25 | $209.0M | $1.3B | ||
| Q2 25 | $231.7M | $1.4B | ||
| Q1 25 | $185.5M | $1.3B | ||
| Q4 24 | $170.3M | $1.2B | ||
| Q3 24 | $159.5M | $1.1B | ||
| Q2 24 | $156.7M | $935.6M | ||
| Q1 24 | $151.0M | $903.5M |
总债务EXTRFFIV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — | ||
| Q1 24 | — | — |
股东权益EXTRFFIV
| Q4 25 | $95.9M | $3.5B | ||
| Q3 25 | $68.6M | $3.6B | ||
| Q2 25 | $65.6M | $3.5B | ||
| Q1 25 | $71.7M | $3.3B | ||
| Q4 24 | $51.2M | $3.2B | ||
| Q3 24 | $32.7M | $3.1B | ||
| Q2 24 | $25.3M | $3.0B | ||
| Q1 24 | $65.0M | $2.9B |
总资产EXTRFFIV
| Q4 25 | $1.2B | $6.3B | ||
| Q3 25 | $1.2B | $6.3B | ||
| Q2 25 | $1.2B | $6.1B | ||
| Q1 25 | $1.1B | $5.9B | ||
| Q4 24 | $1.1B | $5.9B | ||
| Q3 24 | $1.1B | $5.6B | ||
| Q2 24 | $1.0B | $5.4B | ||
| Q1 24 | $1.1B | $5.4B |
负债/权益比EXTRFFIV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 7.52× | — | ||
| Q1 24 | — | — |
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 | $50.1M | $159.2M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $149.5M |
| 自由现金流率自由现金流/营收 | 13.5% | 18.2% |
| 资本支出强度资本支出/营收 | 2.2% | 1.2% |
| 现金转化率经营现金流/净利润 | 6.37× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $121.7M | $861.2M |
8季度趋势，按日历期对齐
经营现金流EXTRFFIV
| Q4 25 | $50.1M | $159.2M | ||
| Q3 25 | $-14.0M | $208.1M | ||
| Q2 25 | $81.9M | $282.2M | ||
| Q1 25 | $30.0M | $256.6M | ||
| Q4 24 | $21.5M | $202.8M | ||
| Q3 24 | $18.6M | $246.5M | ||
| Q2 24 | $15.5M | $159.0M | ||
| Q1 24 | $-69.9M | $221.6M |
自由现金流EXTRFFIV
| Q4 25 | $43.0M | $149.5M | ||
| Q3 25 | $-20.9M | $191.9M | ||
| Q2 25 | $75.3M | $273.7M | ||
| Q1 25 | $24.2M | $246.1M | ||
| Q4 24 | $16.1M | $194.7M | ||
| Q3 24 | $11.7M | $240.4M | ||
| Q2 24 | $11.0M | $153.1M | ||
| Q1 24 | $-73.5M | $212.2M |
自由现金流率EXTRFFIV
| Q4 25 | 13.5% | 18.2% | ||
| Q3 25 | -6.7% | 23.7% | ||
| Q2 25 | 24.5% | 35.1% | ||
| Q1 25 | 8.5% | 33.7% | ||
| Q4 24 | 5.8% | 25.4% | ||
| Q3 24 | 4.3% | 32.2% | ||
| Q2 24 | 4.3% | 22.0% | ||
| Q1 24 | -34.8% | 31.1% |
资本支出强度EXTRFFIV
| Q4 25 | 2.2% | 1.2% | ||
| Q3 25 | 2.2% | 2.0% | ||
| Q2 25 | 2.2% | 1.1% | ||
| Q1 25 | 2.0% | 1.4% | ||
| Q4 24 | 1.9% | 1.1% | ||
| Q3 24 | 2.6% | 0.8% | ||
| Q2 24 | 1.7% | 0.8% | ||
| Q1 24 | 1.7% | 1.4% |
现金转化率EXTRFFIV
| Q4 25 | 6.37× | 0.88× | ||
| Q3 25 | -2.49× | 1.09× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | 8.67× | 1.76× | ||
| Q4 24 | 2.92× | 1.22× | ||
| Q3 24 | — | 1.49× | ||
| Q2 24 | — | 1.10× | ||
| Q1 24 | — | 1.86× |
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
EXTR
| Products | $197.8M | 62% |
| Subscription And Support | $120.2M | 38% |
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
