vs
EXTREME NETWORKS INC（EXTR）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是EXTREME NETWORKS INC的1.1倍（$343.8M vs $316.9M），EXTREME NETWORKS INC净利率更高（3.3% vs 0.3%，领先3.1%），EXTREME NETWORKS INC同比增速更快（11.4% vs -5.2%），J&J SNACK FOODS CORP自由现金流更多（$17.0M vs $7.8M），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs -2.2%）
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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
EXTR vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$316.9M
营收增速更快
EXTR
高出16.6%
-5.2%
净利率更高
EXTR
高出3.1%
0.3%
自由现金流更多
JJSF
多$9.2M
$7.8M
两年增速更快
EXTR
近两年复合增速
-2.2%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $343.8M |
| 净利润 | $10.6M | $883.0K |
| 毛利率 | 61.7% | 27.9% |
| 营业利润率 | 5.5% | 0.2% |
| 净利率 | 3.3% | 0.3% |
| 营收同比 | 11.4% | -5.2% |
| 净利润同比 | 202.9% | -82.8% |
| 每股收益（稀释后） | $0.08 | $0.05 |
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EXTRJJSF
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $343.8M | ||
| Q3 25 | $310.2M | $410.2M | ||
| Q2 25 | $307.0M | $454.3M | ||
| Q1 25 | $284.5M | $356.1M | ||
| Q4 24 | $279.4M | $362.6M | ||
| Q3 24 | $269.2M | $426.8M | ||
| Q2 24 | $256.7M | $440.0M |
净利润EXTRJJSF
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $883.0K | ||
| Q3 25 | $5.6M | $11.4M | ||
| Q2 25 | $-7.8M | $44.2M | ||
| Q1 25 | $3.5M | $4.8M | ||
| Q4 24 | $7.4M | $5.1M | ||
| Q3 24 | $-10.5M | $29.6M | ||
| Q2 24 | $-54.2M | $36.3M |
毛利率EXTRJJSF
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 27.9% | ||
| Q3 25 | 60.6% | 31.7% | ||
| Q2 25 | 61.6% | 33.0% | ||
| Q1 25 | 61.7% | 26.9% | ||
| Q4 24 | 62.7% | 25.9% | ||
| Q3 24 | 63.0% | 31.8% | ||
| Q2 24 | 44.7% | 33.6% |
营业利润率EXTRJJSF
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 0.2% | ||
| Q3 25 | 3.6% | 2.8% | ||
| Q2 25 | -0.4% | 13.3% | ||
| Q1 25 | 3.6% | 1.7% | ||
| Q4 24 | 4.5% | 1.7% | ||
| Q3 24 | -1.8% | 9.3% | ||
| Q2 24 | -19.1% | 11.4% |
净利率EXTRJJSF
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 0.3% | ||
| Q3 25 | 1.8% | 2.8% | ||
| Q2 25 | -2.5% | 9.7% | ||
| Q1 25 | 1.2% | 1.4% | ||
| Q4 24 | 2.6% | 1.4% | ||
| Q3 24 | -3.9% | 6.9% | ||
| Q2 24 | -21.1% | 8.3% |
每股收益（稀释后）EXTRJJSF
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.05 | ||
| Q3 25 | $0.04 | $0.59 | ||
| Q2 25 | $-0.07 | $2.26 | ||
| Q1 25 | $0.03 | $0.25 | ||
| Q4 24 | $0.06 | $0.26 | ||
| Q3 24 | $-0.08 | $1.52 | ||
| Q2 24 | $-0.40 | $1.87 |
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 | $66.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $912.9M |
| 总资产 | $1.2B | $1.3B |
| 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EXTRJJSF
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $66.8M | ||
| Q3 25 | $209.0M | $105.9M | ||
| Q2 25 | $231.7M | $77.4M | ||
| Q1 25 | $185.5M | $48.5M | ||
| Q4 24 | $170.3M | $73.6M | ||
| Q3 24 | $159.5M | $73.4M | ||
| Q2 24 | $156.7M | $64.0M |
总债务EXTRJJSF
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRJJSF
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $912.9M | ||
| Q3 25 | $68.6M | $966.7M | ||
| Q2 25 | $65.6M | $969.9M | ||
| Q1 25 | $71.7M | $935.0M | ||
| Q4 24 | $51.2M | $946.8M | ||
| Q3 24 | $32.7M | $957.0M | ||
| Q2 24 | $25.3M | $937.9M |
总资产EXTRJJSF
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
负债/权益比EXTRJJSF
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 7.52× | — |
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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $17.0M |
| 自由现金流率自由现金流/营收 | 2.5% | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | 4.75× | 40.73× |
| 过去12个月自由现金流最近4个季度 | $105.3M | $83.1M |
8季度趋势，按日历期对齐
经营现金流EXTRJJSF
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $36.0M | ||
| Q3 25 | $-14.0M | $66.4M | ||
| Q2 25 | $81.9M | $51.2M | ||
| Q1 25 | $30.0M | $12.3M | ||
| Q4 24 | $21.5M | $35.2M | ||
| Q3 24 | $18.6M | $46.3M | ||
| Q2 24 | $15.5M | $65.0M |
自由现金流EXTRJJSF
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $17.0M | ||
| Q3 25 | $-20.9M | $44.8M | ||
| Q2 25 | $75.3M | $28.5M | ||
| Q1 25 | $24.2M | $-7.2M | ||
| Q4 24 | $16.1M | $16.1M | ||
| Q3 24 | $11.7M | $29.1M | ||
| Q2 24 | $11.0M | $45.3M |
自由现金流率EXTRJJSF
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 4.9% | ||
| Q3 25 | -6.7% | 10.9% | ||
| Q2 25 | 24.5% | 6.3% | ||
| Q1 25 | 8.5% | -2.0% | ||
| Q4 24 | 5.8% | 4.4% | ||
| Q3 24 | 4.3% | 6.8% | ||
| Q2 24 | 4.3% | 10.3% |
资本支出强度EXTRJJSF
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 5.5% | ||
| Q3 25 | 2.2% | 5.3% | ||
| Q2 25 | 2.2% | 5.0% | ||
| Q1 25 | 2.0% | 5.5% | ||
| Q4 24 | 1.9% | 5.3% | ||
| Q3 24 | 2.6% | 4.0% | ||
| Q2 24 | 1.7% | 4.5% |
现金转化率EXTRJJSF
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | 40.73× | ||
| Q3 25 | -2.49× | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 8.67× | 2.55× | ||
| Q4 24 | 2.92× | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× |
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% |
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
