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EXTREME NETWORKS INC（EXTR）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.5倍（$316.9M vs $207.3M），EXTREME NETWORKS INC净利率更高（3.3% vs -62.0%，领先65.4%），Ultragenyx Pharmaceutical Inc.同比增速更快（25.9% vs 11.4%），EXTREME NETWORKS INC自由现金流更多（$7.8M vs $-100.8M），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
EXTR vs RARE — 直观对比
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $207.3M |
| 净利润 | $10.6M | $-128.6M |
| 毛利率 | 61.7% | — |
| 营业利润率 | 5.5% | -54.7% |
| 净利率 | 3.3% | -62.0% |
| 营收同比 | 11.4% | 25.9% |
| 净利润同比 | 202.9% | 3.5% |
| 每股收益（稀释后） | $0.08 | $-1.28 |
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 | $207.3M | ||
| Q3 25 | $310.2M | $159.9M | ||
| Q2 25 | $307.0M | $166.5M | ||
| Q1 25 | $284.5M | $139.3M | ||
| Q4 24 | $279.4M | $164.6M | ||
| Q3 24 | $269.2M | $139.5M | ||
| Q2 24 | $256.7M | $147.0M |
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $-128.6M | ||
| Q3 25 | $5.6M | $-180.4M | ||
| Q2 25 | $-7.8M | $-115.0M | ||
| Q1 25 | $3.5M | $-151.1M | ||
| Q4 24 | $7.4M | $-133.2M | ||
| Q3 24 | $-10.5M | $-133.5M | ||
| Q2 24 | $-54.2M | $-131.6M |
| 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% | -54.7% | ||
| Q3 25 | 3.6% | -106.9% | ||
| Q2 25 | -0.4% | -64.8% | ||
| Q1 25 | 3.6% | -102.6% | ||
| Q4 24 | 4.5% | -74.3% | ||
| Q3 24 | -1.8% | -94.6% | ||
| Q2 24 | -19.1% | -79.1% |
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | -62.0% | ||
| Q3 25 | 1.8% | -112.8% | ||
| Q2 25 | -2.5% | -69.0% | ||
| Q1 25 | 1.2% | -108.5% | ||
| Q4 24 | 2.6% | -80.9% | ||
| Q3 24 | -3.9% | -95.7% | ||
| Q2 24 | -21.1% | -89.5% |
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $-1.28 | ||
| Q3 25 | $0.04 | $-1.81 | ||
| Q2 25 | $-0.07 | $-1.17 | ||
| Q1 25 | $0.03 | $-1.57 | ||
| Q4 24 | $0.06 | $-1.34 | ||
| Q3 24 | $-0.08 | $-1.40 | ||
| Q2 24 | $-0.40 | $-1.52 |
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 | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $-80.0M |
| 总资产 | $1.2B | $1.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $421.0M | ||
| Q3 25 | $209.0M | $202.5M | ||
| Q2 25 | $231.7M | $176.3M | ||
| Q1 25 | $185.5M | $127.1M | ||
| Q4 24 | $170.3M | $174.0M | ||
| Q3 24 | $159.5M | $150.6M | ||
| Q2 24 | $156.7M | $480.7M |
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $-80.0M | ||
| Q3 25 | $68.6M | $9.2M | ||
| Q2 25 | $65.6M | $151.3M | ||
| Q1 25 | $71.7M | $144.2M | ||
| Q4 24 | $51.2M | $255.0M | ||
| Q3 24 | $32.7M | $346.8M | ||
| Q2 24 | $25.3M | $432.4M |
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.0B | $1.6B |
| 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 | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $-100.8M |
| 自由现金流率自由现金流/营收 | 2.5% | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | $-472.0M |
8季度趋势，按日历期对齐
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $-99.8M | ||
| Q3 25 | $-14.0M | $-91.4M | ||
| Q2 25 | $81.9M | $-108.3M | ||
| Q1 25 | $30.0M | $-166.5M | ||
| Q4 24 | $21.5M | $-79.3M | ||
| Q3 24 | $18.6M | $-67.0M | ||
| Q2 24 | $15.5M | $-77.0M |
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $-100.8M | ||
| Q3 25 | $-20.9M | $-92.7M | ||
| Q2 25 | $75.3M | $-110.7M | ||
| Q1 25 | $24.2M | $-167.8M | ||
| Q4 24 | $16.1M | $-79.5M | ||
| Q3 24 | $11.7M | $-68.6M | ||
| Q2 24 | $11.0M | $-79.0M |
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | -48.6% | ||
| Q3 25 | -6.7% | -58.0% | ||
| Q2 25 | 24.5% | -66.5% | ||
| Q1 25 | 8.5% | -120.5% | ||
| Q4 24 | 5.8% | -48.3% | ||
| Q3 24 | 4.3% | -49.2% | ||
| Q2 24 | 4.3% | -53.7% |
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 0.5% | ||
| Q3 25 | 2.2% | 0.8% | ||
| Q2 25 | 2.2% | 1.5% | ||
| Q1 25 | 2.0% | 1.0% | ||
| Q4 24 | 1.9% | 0.1% | ||
| Q3 24 | 2.6% | 1.2% | ||
| Q2 24 | 1.7% | 1.4% |
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
