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EXTREME NETWORKS INC（EXTR）与LANTRONIX INC（LTRX）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LANTRONIX INC的10.7倍（$317.9M vs $29.8M）。EXTREME NETWORKS INC净利率更高（2.5% vs -4.5%，领先6.9%）。EXTREME NETWORKS INC同比增速更快（13.8% vs -4.5%）。EXTREME NETWORKS INC自由现金流更多（$43.0M vs $2.1M）。过去两年EXTREME NETWORKS INC的营收复合增速更高（22.7% vs -15.0%）
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。
Lantronix Inc是全球物联网安全连接与边缘计算解决方案提供商，面向工业、医疗、零售、交通、智慧城市等领域客户，供应专用硬件、SaaS平台与嵌入式软件，支持可靠的远程设备管理。
EXTR vs LTRX — 直观对比
营收规模更大
EXTR
是对方的10.7倍
$29.8M
营收增速更快
EXTR
高出18.3%
-4.5%
净利率更高
EXTR
高出6.9%
-4.5%
自由现金流更多
EXTR
多$41.0M
$2.1M
两年增速更快
EXTR
近两年复合增速
-15.0%
损益表 — Q2 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $317.9M | $29.8M |
| 净利润 | $7.9M | $-1.3M |
| 毛利率 | 61.4% | 43.6% |
| 营业利润率 | 4.1% | -3.6% |
| 净利率 | 2.5% | -4.5% |
| 营收同比 | 13.8% | -4.5% |
| 净利润同比 | 6.7% | 43.9% |
| 每股收益（稀释后） | $0.06 | $-0.03 |
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EXTRLTRX
| Q4 25 | $317.9M | $29.8M | ||
| Q3 25 | $310.2M | $29.8M | ||
| Q2 25 | $307.0M | $28.8M | ||
| Q1 25 | $284.5M | $28.5M | ||
| Q4 24 | $279.4M | $31.2M | ||
| Q3 24 | $269.2M | $34.4M | ||
| Q2 24 | $256.7M | $49.1M | ||
| Q1 24 | $211.0M | $41.2M |
净利润EXTRLTRX
| Q4 25 | $7.9M | $-1.3M | ||
| Q3 25 | $5.6M | $-1.4M | ||
| Q2 25 | $-7.8M | $-2.6M | ||
| Q1 25 | $3.5M | $-3.9M | ||
| Q4 24 | $7.4M | $-2.4M | ||
| Q3 24 | $-10.5M | $-2.5M | ||
| Q2 24 | $-54.2M | $386.0K | ||
| Q1 24 | $-64.4M | $-423.0K |
毛利率EXTRLTRX
| Q4 25 | 61.4% | 43.6% | ||
| Q3 25 | 60.6% | 44.8% | ||
| Q2 25 | 61.6% | 40.0% | ||
| Q1 25 | 61.7% | 43.5% | ||
| Q4 24 | 62.7% | 42.6% | ||
| Q3 24 | 63.0% | 42.1% | ||
| Q2 24 | 44.7% | 38.1% | ||
| Q1 24 | 56.8% | 40.1% |
营业利润率EXTRLTRX
| Q4 25 | 4.1% | -3.6% | ||
| Q3 25 | 3.6% | -5.1% | ||
| Q2 25 | -0.4% | -10.9% | ||
| Q1 25 | 3.6% | -12.6% | ||
| Q4 24 | 4.5% | -6.9% | ||
| Q3 24 | -1.8% | -6.2% | ||
| Q2 24 | -19.1% | 1.2% | ||
| Q1 24 | -29.6% | -0.2% |
净利率EXTRLTRX
| Q4 25 | 2.5% | -4.5% | ||
| Q3 25 | 1.8% | -4.7% | ||
| Q2 25 | -2.5% | -9.1% | ||
| Q1 25 | 1.2% | -13.6% | ||
| Q4 24 | 2.6% | -7.6% | ||
| Q3 24 | -3.9% | -7.3% | ||
| Q2 24 | -21.1% | 0.8% | ||
| Q1 24 | -30.5% | -1.0% |
每股收益（稀释后）EXTRLTRX
| Q4 25 | $0.06 | $-0.03 | ||
| Q3 25 | $0.04 | $-0.04 | ||
| Q2 25 | $-0.07 | $-0.06 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.06 | $-0.06 | ||
| Q3 24 | $-0.08 | $-0.07 | ||
| Q2 24 | $-0.40 | $0.01 | ||
| Q1 24 | $-0.50 | $-0.01 |
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 | $23.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $95.9M | $74.4M |
| 总资产 | $1.2B | $121.7M |
| 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EXTRLTRX
| Q4 25 | $219.8M | $23.0M | ||
| Q3 25 | $209.0M | $22.2M | ||
| Q2 25 | $231.7M | $20.1M | ||
| Q1 25 | $185.5M | $20.0M | ||
| Q4 24 | $170.3M | $19.2M | ||
| Q3 24 | $159.5M | $26.4M | ||
| Q2 24 | $156.7M | $26.2M | ||
| Q1 24 | $151.0M | $24.6M |
总债务EXTRLTRX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — | ||
| Q1 24 | — | — |
股东权益EXTRLTRX
| Q4 25 | $95.9M | $74.4M | ||
| Q3 25 | $68.6M | $74.5M | ||
| Q2 25 | $65.6M | $74.4M | ||
| Q1 25 | $71.7M | $75.5M | ||
| Q4 24 | $51.2M | $77.9M | ||
| Q3 24 | $32.7M | $78.9M | ||
| Q2 24 | $25.3M | $81.4M | ||
| Q1 24 | $65.0M | $78.1M |
总资产EXTRLTRX
| Q4 25 | $1.2B | $121.7M | ||
| Q3 25 | $1.2B | $119.6M | ||
| Q2 25 | $1.2B | $123.7M | ||
| Q1 25 | $1.1B | $124.2M | ||
| Q4 24 | $1.1B | $134.2M | ||
| Q3 24 | $1.1B | $137.9M | ||
| Q2 24 | $1.0B | $136.2M | ||
| Q1 24 | $1.1B | $147.4M |
负债/权益比EXTRLTRX
| 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 | $2.2M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $2.1M |
| 自由现金流率自由现金流/营收 | 13.5% | 7.0% |
| 资本支出强度资本支出/营收 | 2.2% | 0.3% |
| 现金转化率经营现金流/净利润 | 6.37× | — |
| 过去12个月自由现金流最近4个季度 | $121.7M | $9.6M |
8季度趋势，按日历期对齐
经营现金流EXTRLTRX
| Q4 25 | $50.1M | $2.2M | ||
| Q3 25 | $-14.0M | $3.6M | ||
| Q2 25 | $81.9M | $1.1M | ||
| Q1 25 | $30.0M | $3.2M | ||
| Q4 24 | $21.5M | $340.0K | ||
| Q3 24 | $18.6M | $2.7M | ||
| Q2 24 | $15.5M | $2.3M | ||
| Q1 24 | $-69.9M | $3.6M |
自由现金流EXTRLTRX
| Q4 25 | $43.0M | $2.1M | ||
| Q3 25 | $-20.9M | $3.5M | ||
| Q2 25 | $75.3M | $909.0K | ||
| Q1 25 | $24.2M | $3.1M | ||
| Q4 24 | $16.1M | $256.0K | ||
| Q3 24 | $11.7M | $2.5M | ||
| Q2 24 | $11.0M | $2.1M | ||
| Q1 24 | $-73.5M | $3.5M |
自由现金流率EXTRLTRX
| Q4 25 | 13.5% | 7.0% | ||
| Q3 25 | -6.7% | 11.9% | ||
| Q2 25 | 24.5% | 3.2% | ||
| Q1 25 | 8.5% | 10.9% | ||
| Q4 24 | 5.8% | 0.8% | ||
| Q3 24 | 4.3% | 7.3% | ||
| Q2 24 | 4.3% | 4.3% | ||
| Q1 24 | -34.8% | 8.4% |
资本支出强度EXTRLTRX
| Q4 25 | 2.2% | 0.3% | ||
| Q3 25 | 2.2% | 0.2% | ||
| Q2 25 | 2.2% | 0.5% | ||
| Q1 25 | 2.0% | 0.4% | ||
| Q4 24 | 1.9% | 0.3% | ||
| Q3 24 | 2.6% | 0.5% | ||
| Q2 24 | 1.7% | 0.3% | ||
| Q1 24 | 1.7% | 0.3% |
现金转化率EXTRLTRX
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | — | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 5.89× | ||
| Q1 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
| Products | $197.8M | 62% |
| Subscription And Support | $120.2M | 38% |
LTRX
| Embedded Io T Solutions | $13.9M | 47% |
| Io T System Solutions | $13.3M | 45% |
| Software And Services | $2.6M | 9% |
