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EXTREME NETWORKS INC(EXTR)与LiveRamp Holdings, Inc.(RAMP)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LiveRamp Holdings, Inc.的1.5倍($316.9M vs $212.2M),LiveRamp Holdings, Inc.净利率更高(18.8% vs 3.3%,领先15.4%),EXTREME NETWORKS INC同比增速更快(11.4% vs 8.6%),过去两年LiveRamp Holdings, Inc.的营收复合增速更高(11.1% 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。
LiveRamp Holdings, Inc.是一家美国SaaS企业,核心业务为提供数据连接平台,服务涵盖数据导入、线下数据线上迁移等能力,助力企业开展营销相关的数据应用,为品牌及营销从业者的数字化运营提供技术支撑。
EXTR vs RAMP — 直观对比
营收规模更大
EXTR
是对方的1.5倍
$212.2M
营收增速更快
EXTR
高出2.8%
8.6%
净利率更高
RAMP
高出15.4%
3.3%
两年增速更快
RAMP
近两年复合增速
11.1%
损益表 — Q4 FY2026 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $316.9M | $212.2M |
| 净利润 | $10.6M | $39.9M |
| 毛利率 | 61.7% | 71.9% |
| 营业利润率 | 5.5% | 18.6% |
| 净利率 | 3.3% | 18.8% |
| 营收同比 | 11.4% | 8.6% |
| 净利润同比 | 202.9% | 255.7% |
| 每股收益(稀释后) | $0.08 | $0.62 |
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
EXTR
RAMP
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $212.2M | ||
| Q3 25 | $310.2M | $199.8M | ||
| Q2 25 | $307.0M | $194.8M | ||
| Q1 25 | $284.5M | $188.7M | ||
| Q4 24 | $279.4M | $195.4M | ||
| Q3 24 | $269.2M | $185.5M | ||
| Q2 24 | $256.7M | $176.0M |
净利润
EXTR
RAMP
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $39.9M | ||
| Q3 25 | $5.6M | $27.4M | ||
| Q2 25 | $-7.8M | $7.7M | ||
| Q1 25 | $3.5M | $-6.3M | ||
| Q4 24 | $7.4M | $11.2M | ||
| Q3 24 | $-10.5M | $1.7M | ||
| Q2 24 | $-54.2M | $-7.5M |
毛利率
EXTR
RAMP
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 71.9% | ||
| Q3 25 | 60.6% | 70.2% | ||
| Q2 25 | 61.6% | 70.1% | ||
| Q1 25 | 61.7% | 69.3% | ||
| Q4 24 | 62.7% | 71.9% | ||
| Q3 24 | 63.0% | 72.4% | ||
| Q2 24 | 44.7% | 70.6% |
营业利润率
EXTR
RAMP
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 18.6% | ||
| Q3 25 | 3.6% | 10.7% | ||
| Q2 25 | -0.4% | 3.7% | ||
| Q1 25 | 3.6% | -6.1% | ||
| Q4 24 | 4.5% | 7.5% | ||
| Q3 24 | -1.8% | 4.0% | ||
| Q2 24 | -19.1% | -3.0% |
净利率
EXTR
RAMP
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 18.8% | ||
| Q3 25 | 1.8% | 13.7% | ||
| Q2 25 | -2.5% | 4.0% | ||
| Q1 25 | 1.2% | -3.3% | ||
| Q4 24 | 2.6% | 5.7% | ||
| Q3 24 | -3.9% | 0.9% | ||
| Q2 24 | -21.1% | -4.3% |
每股收益(稀释后)
EXTR
RAMP
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.62 | ||
| Q3 25 | $0.04 | $0.42 | ||
| Q2 25 | $-0.07 | $0.12 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.06 | $0.17 | ||
| Q3 24 | $-0.08 | $0.03 | ||
| Q2 24 | $-0.40 | $-0.11 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $962.3M |
| 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
EXTR
RAMP
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $403.4M | ||
| Q3 25 | $209.0M | $376.9M | ||
| Q2 25 | $231.7M | $371.1M | ||
| Q1 25 | $185.5M | $420.8M | ||
| Q4 24 | $170.3M | $384.3M | ||
| Q3 24 | $159.5M | $348.4M | ||
| Q2 24 | $156.7M | $342.7M |
总债务
EXTR
RAMP
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益
EXTR
RAMP
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $962.3M | ||
| Q3 25 | $68.6M | $943.8M | ||
| Q2 25 | $65.6M | $947.8M | ||
| Q1 25 | $71.7M | $948.9M | ||
| Q4 24 | $51.2M | $957.7M | ||
| Q3 24 | $32.7M | $932.1M | ||
| Q2 24 | $25.3M | $951.9M |
总资产
EXTR
RAMP
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.0B | $1.2B |
负债/权益比
EXTR
RAMP
| 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 | — |
| 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 | — | 0.1% |
| 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
EXTR
RAMP
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | — | ||
| Q3 25 | $-14.0M | $57.4M | ||
| Q2 25 | $81.9M | $-15.8M | ||
| Q1 25 | $30.0M | — | ||
| Q4 24 | $21.5M | $45.1M | ||
| Q3 24 | $18.6M | $55.6M | ||
| Q2 24 | $15.5M | $-9.3M |
自由现金流
EXTR
RAMP
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | — | ||
| Q3 25 | $-20.9M | $56.8M | ||
| Q2 25 | $75.3M | $-16.2M | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | $16.1M | $44.8M | ||
| Q3 24 | $11.7M | $55.4M | ||
| Q2 24 | $11.0M | $-9.6M |
自由现金流率
EXTR
RAMP
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | — | ||
| Q3 25 | -6.7% | 28.4% | ||
| Q2 25 | 24.5% | -8.3% | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 5.8% | 22.9% | ||
| Q3 24 | 4.3% | 29.8% | ||
| Q2 24 | 4.3% | -5.4% |
资本支出强度
EXTR
RAMP
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 0.1% | ||
| Q3 25 | 2.2% | 0.3% | ||
| Q2 25 | 2.2% | 0.2% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 2.6% | 0.1% | ||
| Q2 24 | 1.7% | 0.1% |
现金转化率
EXTR
RAMP
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | 2.09× | ||
| Q2 25 | — | -2.04× | ||
| Q1 25 | 8.67× | — | ||
| Q4 24 | 2.92× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| 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% |
RAMP
暂无分部数据