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EXTREME NETWORKS INC（EXTR）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是EXTREME NETWORKS INC的1.2倍（$382.2M vs $316.9M），EXTREME NETWORKS INC净利率更高（3.3% vs 3.1%，领先0.3%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 11.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $7.8M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 11.1%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
EXTR vs LFST — 直观对比
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $382.2M |
| 净利润 | $10.6M | $11.7M |
| 毛利率 | 61.7% | — |
| 营业利润率 | 5.5% | 4.7% |
| 净利率 | 3.3% | 3.1% |
| 营收同比 | 11.4% | 17.4% |
| 净利润同比 | 202.9% | 264.1% |
| 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
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $382.2M | ||
| Q3 25 | $310.2M | $363.8M | ||
| Q2 25 | $307.0M | $345.3M | ||
| Q1 25 | $284.5M | $333.0M | ||
| Q4 24 | $279.4M | $325.5M | ||
| Q3 24 | $269.2M | $312.7M | ||
| Q2 24 | $256.7M | $312.3M |
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $11.7M | ||
| Q3 25 | $5.6M | $1.1M | ||
| Q2 25 | $-7.8M | $-3.8M | ||
| Q1 25 | $3.5M | $709.0K | ||
| Q4 24 | $7.4M | $-7.1M | ||
| Q3 24 | $-10.5M | $-6.0M | ||
| Q2 24 | $-54.2M | $-23.3M |
| 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% | — |
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 4.7% | ||
| Q3 25 | 3.6% | 2.0% | ||
| Q2 25 | -0.4% | -0.9% | ||
| Q1 25 | 3.6% | 0.5% | ||
| Q4 24 | 4.5% | 0.3% | ||
| Q3 24 | -1.8% | 0.0% | ||
| Q2 24 | -19.1% | -5.1% |
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 3.1% | ||
| Q3 25 | 1.8% | 0.3% | ||
| Q2 25 | -2.5% | -1.1% | ||
| Q1 25 | 1.2% | 0.2% | ||
| Q4 24 | 2.6% | -2.2% | ||
| Q3 24 | -3.9% | -1.9% | ||
| Q2 24 | -21.1% | -7.5% |
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.04 | — | ||
| Q2 25 | $-0.07 | — | ||
| Q1 25 | $0.03 | — | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $-0.08 | — | ||
| Q2 24 | $-0.40 | — |
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 | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | — | $1.5B |
| 总资产 | $1.2B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $248.6M | ||
| Q3 25 | $209.0M | $203.9M | ||
| Q2 25 | $231.7M | $188.9M | ||
| Q1 25 | $185.5M | $134.3M | ||
| Q4 24 | $170.3M | $154.6M | ||
| Q3 24 | $159.5M | $102.6M | ||
| Q2 24 | $156.7M | $87.0M |
| Q2 26 | — | — | ||
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | $180.0M | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | $190.0M | $288.0M |
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $1.5B | ||
| Q3 25 | $68.6M | $1.5B | ||
| Q2 25 | $65.6M | $1.5B | ||
| Q1 25 | $71.7M | $1.5B | ||
| Q4 24 | $51.2M | $1.4B | ||
| Q3 24 | $32.7M | $1.4B | ||
| Q2 24 | $25.3M | $1.4B |
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.0B | $2.1B |
| Q2 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | 2.74× | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | 7.52× | 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 | $50.3M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 2.5% | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 4.75× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $105.3M | $110.0M |
8季度趋势，按日历期对齐
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $57.6M | ||
| Q3 25 | $-14.0M | $27.3M | ||
| Q2 25 | $81.9M | $64.4M | ||
| Q1 25 | $30.0M | $-3.1M | ||
| Q4 24 | $21.5M | $62.3M | ||
| Q3 24 | $18.6M | $22.7M | ||
| Q2 24 | $15.5M | $44.1M |
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $46.6M | ||
| Q3 25 | $-20.9M | $17.0M | ||
| Q2 25 | $75.3M | $56.6M | ||
| Q1 25 | $24.2M | $-10.3M | ||
| Q4 24 | $16.1M | $56.0M | ||
| Q3 24 | $11.7M | $17.7M | ||
| Q2 24 | $11.0M | $39.0M |
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 12.2% | ||
| Q3 25 | -6.7% | 4.7% | ||
| Q2 25 | 24.5% | 16.4% | ||
| Q1 25 | 8.5% | -3.1% | ||
| Q4 24 | 5.8% | 17.2% | ||
| Q3 24 | 4.3% | 5.7% | ||
| Q2 24 | 4.3% | 12.5% |
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 2.9% | ||
| Q3 25 | 2.2% | 2.8% | ||
| Q2 25 | 2.2% | 2.2% | ||
| Q1 25 | 2.0% | 2.2% | ||
| Q4 24 | 1.9% | 1.9% | ||
| Q3 24 | 2.6% | 1.6% | ||
| Q2 24 | 1.7% | 1.6% |
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | 4.93× | ||
| Q3 25 | -2.49× | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | -4.36× | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% |
LFST
暂无分部数据
