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EXTREME NETWORKS INC（EXTR）与Gaming & Leisure Properties, Inc.（GLPI）财务数据对比。点击上方公司名可切换其他公司
Gaming & Leisure Properties, Inc.的季度营收约是EXTREME NETWORKS INC的1.3倍（$420.0M vs $316.9M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 3.3%，领先53.7%），EXTREME NETWORKS INC同比增速更快（11.4% vs 6.3%），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs 5.0%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
EXTR vs GLPI — 直观对比
营收规模更大
GLPI
是对方的1.3倍
$316.9M
营收增速更快
EXTR
高出5.1%
6.3%
净利率更高
GLPI
高出53.7%
3.3%
两年增速更快
EXTR
近两年复合增速
5.0%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $420.0M |
| 净利润 | $10.6M | $239.4M |
| 毛利率 | 61.7% | — |
| 营业利润率 | 5.5% | 79.4% |
| 净利率 | 3.3% | 57.0% |
| 营收同比 | 11.4% | 6.3% |
| 净利润同比 | 202.9% | 40.5% |
| 每股收益（稀释后） | $0.08 | — |
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EXTRGLPI
| Q2 26 | $316.9M | — | ||
| Q1 26 | — | $420.0M | ||
| Q4 25 | $317.9M | $407.0M | ||
| Q3 25 | $310.2M | $397.6M | ||
| Q2 25 | $307.0M | $394.9M | ||
| Q1 25 | $284.5M | $395.2M | ||
| Q4 24 | $279.4M | $389.6M | ||
| Q3 24 | $269.2M | $385.3M |
净利润EXTRGLPI
| Q2 26 | $10.6M | — | ||
| Q1 26 | — | $239.4M | ||
| Q4 25 | $7.9M | $275.4M | ||
| Q3 25 | $5.6M | $241.2M | ||
| Q2 25 | $-7.8M | $151.4M | ||
| Q1 25 | $3.5M | $165.2M | ||
| Q4 24 | $7.4M | $223.6M | ||
| Q3 24 | $-10.5M | $184.7M |
毛利率EXTRGLPI
| Q2 26 | 61.7% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 61.4% | — | ||
| Q3 25 | 60.6% | — | ||
| Q2 25 | 61.6% | — | ||
| Q1 25 | 61.7% | — | ||
| Q4 24 | 62.7% | — | ||
| Q3 24 | 63.0% | — |
营业利润率EXTRGLPI
| Q2 26 | 5.5% | — | ||
| Q1 26 | — | 79.4% | ||
| Q4 25 | 4.1% | 89.3% | ||
| Q3 25 | 3.6% | 84.8% | ||
| Q2 25 | -0.4% | 61.3% | ||
| Q1 25 | 3.6% | 65.5% | ||
| Q4 24 | 4.5% | 79.1% | ||
| Q3 24 | -1.8% | 70.4% |
净利率EXTRGLPI
| Q2 26 | 3.3% | — | ||
| Q1 26 | — | 57.0% | ||
| Q4 25 | 2.5% | 67.6% | ||
| Q3 25 | 1.8% | 60.7% | ||
| Q2 25 | -2.5% | 38.4% | ||
| Q1 25 | 1.2% | 41.8% | ||
| Q4 24 | 2.6% | 57.4% | ||
| Q3 24 | -3.9% | 47.9% |
每股收益（稀释后）EXTRGLPI
| Q2 26 | $0.08 | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $0.06 | $0.96 | ||
| Q3 25 | $0.04 | $0.85 | ||
| Q2 25 | $-0.07 | $0.54 | ||
| Q1 25 | $0.03 | $0.60 | ||
| Q4 24 | $0.06 | $0.79 | ||
| Q3 24 | $-0.08 | $0.67 |
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 | $210.1M | $274.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $5.0B |
| 总资产 | $1.2B | $13.8B |
| 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EXTRGLPI
| Q2 26 | $210.1M | — | ||
| Q1 26 | — | $274.5M | ||
| Q4 25 | $219.8M | — | ||
| Q3 25 | $209.0M | — | ||
| Q2 25 | $231.7M | — | ||
| Q1 25 | $185.5M | — | ||
| Q4 24 | $170.3M | $560.8M | ||
| Q3 24 | $159.5M | $560.8M |
总债务EXTRGLPI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | $180.0M | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B |
股东权益EXTRGLPI
| Q2 26 | — | — | ||
| Q1 26 | — | $5.0B | ||
| Q4 25 | $95.9M | $4.6B | ||
| Q3 25 | $68.6M | $4.6B | ||
| Q2 25 | $65.6M | $4.6B | ||
| Q1 25 | $71.7M | $4.2B | ||
| Q4 24 | $51.2M | $4.3B | ||
| Q3 24 | $32.7M | $4.3B |
总资产EXTRGLPI
| Q2 26 | $1.2B | — | ||
| Q1 26 | — | $13.8B | ||
| Q4 25 | $1.2B | $12.9B | ||
| Q3 25 | $1.2B | $12.8B | ||
| Q2 25 | $1.2B | $12.5B | ||
| Q1 25 | $1.1B | $12.1B | ||
| Q4 24 | $1.1B | $13.1B | ||
| Q3 24 | $1.1B | $12.7B |
负债/权益比EXTRGLPI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | 2.74× | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× |
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 | $50.3M | — |
| 自由现金流经营现金流 - 资本支出 | $7.8M | — |
| 自由现金流率自由现金流/营收 | 2.5% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 4.75× | — |
| 过去12个月自由现金流最近4个季度 | $105.3M | — |
8季度趋势，按日历期对齐
经营现金流EXTRGLPI
| Q2 26 | $50.3M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.1M | $1.1B | ||
| Q3 25 | $-14.0M | $240.3M | ||
| Q2 25 | $81.9M | $293.4M | ||
| Q1 25 | $30.0M | $252.5M | ||
| Q4 24 | $21.5M | $1.1B | ||
| Q3 24 | $18.6M | $270.4M |
自由现金流EXTRGLPI
| Q2 26 | $7.8M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $-20.9M | $183.0M | ||
| Q2 25 | $75.3M | $272.3M | ||
| Q1 25 | $24.2M | $239.6M | ||
| Q4 24 | $16.1M | $1.1B | ||
| Q3 24 | $11.7M | $261.5M |
自由现金流率EXTRGLPI
| Q2 26 | 2.5% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | — | ||
| Q3 25 | -6.7% | 46.0% | ||
| Q2 25 | 24.5% | 69.0% | ||
| Q1 25 | 8.5% | 60.6% | ||
| Q4 24 | 5.8% | 275.3% | ||
| Q3 24 | 4.3% | 67.9% |
资本支出强度EXTRGLPI
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.2% | 14.4% | ||
| Q2 25 | 2.2% | 5.3% | ||
| Q1 25 | 2.0% | 3.3% | ||
| Q4 24 | 1.9% | 0.0% | ||
| Q3 24 | 2.6% | 2.3% |
现金转化率EXTRGLPI
| Q2 26 | 4.75× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.37× | 4.10× | ||
| Q3 25 | -2.49× | 1.00× | ||
| Q2 25 | — | 1.94× | ||
| Q1 25 | 8.67× | 1.53× | ||
| Q4 24 | 2.92× | 4.80× | ||
| Q3 24 | — | 1.46× |
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
| Product | $199.4M | 63% |
| Subscription and support | $117.5M | 37% |
GLPI
暂无分部数据
