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EXTREME NETWORKS INC（EXTR）与Kosmos Energy Ltd.（KOS）财务数据对比。点击上方公司名可切换其他公司
EXTREME NETWORKS INC的季度营收约是Kosmos Energy Ltd.的1.1倍（$316.9M vs $294.6M），EXTREME NETWORKS INC同比增速更快（11.4% vs -25.9%），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
EXTR vs KOS — 直观对比
营收规模更大
EXTR
是对方的1.1倍
$294.6M
营收增速更快
EXTR
高出37.3%
-25.9%
两年增速更快
EXTR
近两年复合增速
-16.5%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $294.6M |
| 净利润 | $10.6M | — |
| 毛利率 | 61.7% | — |
| 营业利润率 | 5.5% | -125.7% |
| 净利率 | 3.3% | — |
| 营收同比 | 11.4% | -25.9% |
| 净利润同比 | 202.9% | — |
| 每股收益（稀释后） | $0.08 | $-0.80 |
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EXTRKOS
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $294.6M | ||
| Q3 25 | $310.2M | $311.0M | ||
| Q2 25 | $307.0M | $392.6M | ||
| Q1 25 | $284.5M | $290.1M | ||
| Q4 24 | $279.4M | $397.6M | ||
| Q3 24 | $269.2M | $407.8M | ||
| Q2 24 | $256.7M | $447.8M |
净利润EXTRKOS
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | — | ||
| Q3 25 | $5.6M | $-124.3M | ||
| Q2 25 | $-7.8M | $-87.7M | ||
| Q1 25 | $3.5M | $-110.6M | ||
| Q4 24 | $7.4M | — | ||
| Q3 24 | $-10.5M | $45.0M | ||
| Q2 24 | $-54.2M | $59.8M |
毛利率EXTRKOS
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | — | ||
| Q3 25 | 60.6% | — | ||
| Q2 25 | 61.6% | — | ||
| Q1 25 | 61.7% | — | ||
| Q4 24 | 62.7% | — | ||
| Q3 24 | 63.0% | — | ||
| Q2 24 | 44.7% | — |
营业利润率EXTRKOS
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | -125.7% | ||
| Q3 25 | 3.6% | -34.2% | ||
| Q2 25 | -0.4% | -16.2% | ||
| Q1 25 | 3.6% | -32.4% | ||
| Q4 24 | 4.5% | -8.5% | ||
| Q3 24 | -1.8% | 26.1% | ||
| Q2 24 | -19.1% | 30.2% |
净利率EXTRKOS
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 1.8% | -40.0% | ||
| Q2 25 | -2.5% | -22.3% | ||
| Q1 25 | 1.2% | -38.1% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | -3.9% | 11.0% | ||
| Q2 24 | -21.1% | 13.3% |
每股收益（稀释后）EXTRKOS
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $-0.80 | ||
| Q3 25 | $0.04 | $-0.26 | ||
| Q2 25 | $-0.07 | $-0.18 | ||
| Q1 25 | $0.03 | $-0.23 | ||
| Q4 24 | $0.06 | $0.00 | ||
| Q3 24 | $-0.08 | $0.09 | ||
| Q2 24 | $-0.40 | $0.12 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | — | $528.6M |
| 总资产 | $1.2B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资EXTRKOS
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $91.5M | ||
| Q3 25 | $209.0M | $64.0M | ||
| Q2 25 | $231.7M | $51.7M | ||
| Q1 25 | $185.5M | $49.8M | ||
| Q4 24 | $170.3M | $85.0M | ||
| Q3 24 | $159.5M | $51.6M | ||
| Q2 24 | $156.7M | $173.8M |
总债务EXTRKOS
| Q2 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $180.0M | $2.9B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRKOS
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $528.6M | ||
| Q3 25 | $68.6M | $898.8M | ||
| Q2 25 | $65.6M | $1.0B | ||
| Q1 25 | $71.7M | $1.1B | ||
| Q4 24 | $51.2M | $1.2B | ||
| Q3 24 | $32.7M | $1.2B | ||
| Q2 24 | $25.3M | $1.1B |
总资产EXTRKOS
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $4.7B | ||
| Q3 25 | $1.2B | $5.1B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.1B | $5.3B | ||
| Q4 24 | $1.1B | $5.3B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.0B | $5.4B |
负债/权益比EXTRKOS
| Q2 26 | — | — | ||
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | 2.74× | 2.80× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.29× | ||
| 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 | $35.3M |
| 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EXTRKOS
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $35.3M | ||
| Q3 25 | $-14.0M | $-27.6M | ||
| Q2 25 | $81.9M | $127.2M | ||
| Q1 25 | $30.0M | $-888.0K | ||
| Q4 24 | $21.5M | $175.7M | ||
| Q3 24 | $18.6M | $6.3M | ||
| Q2 24 | $15.5M | $223.7M |
自由现金流EXTRKOS
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $-20.9M | — | ||
| Q2 25 | $75.3M | — | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $11.7M | — | ||
| Q2 24 | $11.0M | — |
自由现金流率EXTRKOS
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | — | ||
| Q3 25 | -6.7% | — | ||
| Q2 25 | 24.5% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 4.3% | — |
资本支出强度EXTRKOS
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 1.7% | — |
现金转化率EXTRKOS
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | — | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 3.74× |
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% |
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
