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EXTREME NETWORKS INC（EXTR）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是EXTREME NETWORKS INC的1.3倍（$411.1M vs $316.9M），UiPath, Inc.净利率更高（48.4% vs 3.3%，领先45.0%），UiPath, Inc.同比增速更快（15.9% vs 11.4%），UiPath, Inc.自由现金流更多（$25.1M vs $7.8M），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs 0.7%）
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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
EXTR vs PATH — 直观对比
营收规模更大
PATH
是对方的1.3倍
$316.9M
营收增速更快
PATH
高出4.5%
11.4%
净利率更高
PATH
高出45.0%
3.3%
自由现金流更多
PATH
多$17.3M
$7.8M
两年增速更快
EXTR
近两年复合增速
0.7%
损益表 — Q4 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $411.1M |
| 净利润 | $10.6M | $198.8M |
| 毛利率 | 61.7% | 83.3% |
| 营业利润率 | 5.5% | 3.2% |
| 净利率 | 3.3% | 48.4% |
| 营收同比 | 11.4% | 15.9% |
| 净利润同比 | 202.9% | 1966.2% |
| 每股收益（稀释后） | $0.08 | $0.37 |
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EXTRPATH
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $411.1M | ||
| Q3 25 | $310.2M | $361.7M | ||
| Q2 25 | $307.0M | $356.6M | ||
| Q1 25 | $284.5M | $423.6M | ||
| Q4 24 | $279.4M | $354.7M | ||
| Q3 24 | $269.2M | $316.3M | ||
| Q2 24 | $256.7M | $335.1M |
净利润EXTRPATH
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $198.8M | ||
| Q3 25 | $5.6M | $1.6M | ||
| Q2 25 | $-7.8M | $-22.6M | ||
| Q1 25 | $3.5M | $51.8M | ||
| Q4 24 | $7.4M | $-10.7M | ||
| Q3 24 | $-10.5M | $-86.1M | ||
| Q2 24 | $-54.2M | $-28.7M |
毛利率EXTRPATH
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 83.3% | ||
| Q3 25 | 60.6% | 82.2% | ||
| Q2 25 | 61.6% | 82.1% | ||
| Q1 25 | 61.7% | 84.8% | ||
| Q4 24 | 62.7% | 82.0% | ||
| Q3 24 | 63.0% | 80.0% | ||
| Q2 24 | 44.7% | 83.5% |
营业利润率EXTRPATH
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 3.2% | ||
| Q3 25 | 3.6% | -5.6% | ||
| Q2 25 | -0.4% | -4.6% | ||
| Q1 25 | 3.6% | 7.9% | ||
| Q4 24 | 4.5% | -12.2% | ||
| Q3 24 | -1.8% | -32.7% | ||
| Q2 24 | -19.1% | -14.8% |
净利率EXTRPATH
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 48.4% | ||
| Q3 25 | 1.8% | 0.4% | ||
| Q2 25 | -2.5% | -6.3% | ||
| Q1 25 | 1.2% | 12.2% | ||
| Q4 24 | 2.6% | -3.0% | ||
| Q3 24 | -3.9% | -27.2% | ||
| Q2 24 | -21.1% | -8.6% |
每股收益（稀释后）EXTRPATH
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.37 | ||
| Q3 25 | $0.04 | $0.00 | ||
| Q2 25 | $-0.07 | $-0.04 | ||
| Q1 25 | $0.03 | $0.09 | ||
| Q4 24 | $0.06 | $-0.02 | ||
| Q3 24 | $-0.08 | $-0.15 | ||
| Q2 24 | $-0.40 | $-0.05 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $1.9B |
| 总资产 | $1.2B | $2.9B |
| 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EXTRPATH
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $1.4B | ||
| Q3 25 | $209.0M | $1.4B | ||
| Q2 25 | $231.7M | $1.6B | ||
| Q1 25 | $185.5M | $1.6B | ||
| Q4 24 | $170.3M | $1.6B | ||
| Q3 24 | $159.5M | $1.7B | ||
| Q2 24 | $156.7M | $1.9B |
总债务EXTRPATH
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRPATH
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $1.9B | ||
| Q3 25 | $68.6M | $1.7B | ||
| Q2 25 | $65.6M | $1.7B | ||
| Q1 25 | $71.7M | $1.8B | ||
| Q4 24 | $51.2M | $1.7B | ||
| Q3 24 | $32.7M | $1.8B | ||
| Q2 24 | $25.3M | $2.0B |
总资产EXTRPATH
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.2B | $2.6B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.7B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.0B | $2.8B |
负债/权益比EXTRPATH
| 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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $25.1M |
| 自由现金流率自由现金流/营收 | 2.5% | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | 4.75× | 0.14× |
| 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EXTRPATH
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $28.3M | ||
| Q3 25 | $-14.0M | $41.6M | ||
| Q2 25 | $81.9M | $119.0M | ||
| Q1 25 | $30.0M | $146.1M | ||
| Q4 24 | $21.5M | $28.1M | ||
| Q3 24 | $18.6M | $46.4M | ||
| Q2 24 | $15.5M | $100.0M |
自由现金流EXTRPATH
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $25.1M | ||
| Q3 25 | $-20.9M | — | ||
| Q2 25 | $75.3M | $106.2M | ||
| Q1 25 | $24.2M | $138.7M | ||
| Q4 24 | $16.1M | $23.2M | ||
| Q3 24 | $11.7M | $45.0M | ||
| Q2 24 | $11.0M | $98.8M |
自由现金流率EXTRPATH
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 6.1% | ||
| Q3 25 | -6.7% | — | ||
| Q2 25 | 24.5% | 29.8% | ||
| Q1 25 | 8.5% | 32.7% | ||
| Q4 24 | 5.8% | 6.5% | ||
| Q3 24 | 4.3% | 14.2% | ||
| Q2 24 | 4.3% | 29.5% |
资本支出强度EXTRPATH
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 0.8% | ||
| Q3 25 | 2.2% | 0.0% | ||
| Q2 25 | 2.2% | 3.6% | ||
| Q1 25 | 2.0% | 1.7% | ||
| Q4 24 | 1.9% | 1.4% | ||
| Q3 24 | 2.6% | 0.4% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率EXTRPATH
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | 0.14× | ||
| Q3 25 | -2.49× | 26.25× | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | 2.82× | ||
| 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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
