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EXTREME NETWORKS INC（EXTR）与Ribbon Communications Inc.（RBBN）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Ribbon Communications Inc.的1.9倍（$316.9M vs $162.6M），Ribbon Communications Inc.净利率更高（54.8% vs 3.3%，领先51.4%），EXTREME NETWORKS INC同比增速更快（11.4% vs -10.3%），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs -8.1%）
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。
睿宾通信公司（Ribbon Communications Inc.）主要为电信运营商、企业及关键基础设施领域提供软件、IP与光网络解决方案。公司于2017年由Genband与Sonus Networks合并成立，总部位于美国得克萨斯州普莱诺，是一家上市科技企业。
EXTR vs RBBN — 直观对比
营收规模更大
EXTR
是对方的1.9倍
$162.6M
营收增速更快
EXTR
高出21.7%
-10.3%
净利率更高
RBBN
高出51.4%
3.3%
两年增速更快
EXTR
近两年复合增速
-8.1%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $162.6M |
| 净利润 | $10.6M | $89.1M |
| 毛利率 | 61.7% | 42.9% |
| 营业利润率 | 5.5% | 37.6% |
| 净利率 | 3.3% | 54.8% |
| 营收同比 | 11.4% | -10.3% |
| 净利润同比 | 202.9% | — |
| 每股收益（稀释后） | $0.08 | $0.50 |
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EXTRRBBN
| Q2 26 | $316.9M | — | ||
| Q1 26 | — | $162.6M | ||
| Q4 25 | $317.9M | $227.3M | ||
| Q3 25 | $310.2M | $215.4M | ||
| Q2 25 | $307.0M | $220.6M | ||
| Q1 25 | $284.5M | $181.3M | ||
| Q4 24 | $279.4M | $251.4M | ||
| Q3 24 | $269.2M | $210.2M |
净利润EXTRRBBN
| Q2 26 | $10.6M | — | ||
| Q1 26 | — | $89.1M | ||
| Q4 25 | $7.9M | — | ||
| Q3 25 | $5.6M | $-12.1M | ||
| Q2 25 | $-7.8M | $-11.1M | ||
| Q1 25 | $3.5M | $-26.2M | ||
| Q4 24 | $7.4M | — | ||
| Q3 24 | $-10.5M | $-13.4M |
毛利率EXTRRBBN
| Q2 26 | 61.7% | — | ||
| Q1 26 | — | 42.9% | ||
| Q4 25 | 61.4% | 53.3% | ||
| Q3 25 | 60.6% | 50.1% | ||
| Q2 25 | 61.6% | 49.6% | ||
| Q1 25 | 61.7% | 45.4% | ||
| Q4 24 | 62.7% | 55.7% | ||
| Q3 24 | 63.0% | 52.1% |
营业利润率EXTRRBBN
| Q2 26 | 5.5% | — | ||
| Q1 26 | — | 37.6% | ||
| Q4 25 | 4.1% | 4.1% | ||
| Q3 25 | 3.6% | 1.3% | ||
| Q2 25 | -0.4% | 1.9% | ||
| Q1 25 | 3.6% | -10.8% | ||
| Q4 24 | 4.5% | 13.2% | ||
| Q3 24 | -1.8% | -0.4% |
净利率EXTRRBBN
| Q2 26 | 3.3% | — | ||
| Q1 26 | — | 54.8% | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 1.8% | -5.6% | ||
| Q2 25 | -2.5% | -5.0% | ||
| Q1 25 | 1.2% | -14.5% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | -3.9% | -6.4% |
每股收益（稀释后）EXTRRBBN
| Q2 26 | $0.08 | — | ||
| Q1 26 | — | $0.50 | ||
| Q4 25 | $0.06 | $0.50 | ||
| Q3 25 | $0.04 | $-0.07 | ||
| Q2 25 | $-0.07 | $-0.06 | ||
| Q1 25 | $0.03 | $-0.15 | ||
| Q4 24 | $0.06 | $0.05 | ||
| Q3 24 | $-0.08 | $-0.08 |
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 | $67.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $419.1M |
| 总资产 | $1.2B | — |
| 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EXTRRBBN
| Q2 26 | $210.1M | — | ||
| Q1 26 | — | $67.6M | ||
| Q4 25 | $219.8M | $96.4M | ||
| Q3 25 | $209.0M | $74.8M | ||
| Q2 25 | $231.7M | $60.5M | ||
| Q1 25 | $185.5M | $71.2M | ||
| Q4 24 | $170.3M | $87.8M | ||
| Q3 24 | $159.5M | $37.2M |
总债务EXTRRBBN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $342.1M | ||
| Q3 25 | — | $344.3M | ||
| Q2 25 | $180.0M | $346.5M | ||
| Q1 25 | — | $347.4M | ||
| Q4 24 | — | $348.3M | ||
| Q3 24 | — | $349.1M |
股东权益EXTRRBBN
| Q2 26 | — | — | ||
| Q1 26 | — | $419.1M | ||
| Q4 25 | $95.9M | $449.0M | ||
| Q3 25 | $68.6M | $360.1M | ||
| Q2 25 | $65.6M | $370.4M | ||
| Q1 25 | $71.7M | $381.8M | ||
| Q4 24 | $51.2M | $404.6M | ||
| Q3 24 | $32.7M | $395.5M |
总资产EXTRRBBN
| Q2 26 | $1.2B | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.1B | $1.2B | ||
| Q3 24 | $1.1B | $1.1B |
负债/权益比EXTRRBBN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 0.76× | ||
| Q3 25 | — | 0.96× | ||
| Q2 25 | 2.74× | 0.94× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | 0.86× | ||
| Q3 24 | — | 0.88× |
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 | — | — |
| 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EXTRRBBN
| Q2 26 | $50.3M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $50.1M | $29.2M | ||
| Q3 25 | $-14.0M | $26.5M | ||
| Q2 25 | $81.9M | $-795.0K | ||
| Q1 25 | $30.0M | $-3.5M | ||
| Q4 24 | $21.5M | $61.8M | ||
| Q3 24 | $18.6M | $-14.8M |
自由现金流EXTRRBBN
| Q2 26 | $7.8M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $43.0M | $27.3M | ||
| Q3 25 | $-20.9M | $21.0M | ||
| Q2 25 | $75.3M | $-6.5M | ||
| Q1 25 | $24.2M | $-15.7M | ||
| Q4 24 | $16.1M | $53.8M | ||
| Q3 24 | $11.7M | $-23.7M |
自由现金流率EXTRRBBN
| Q2 26 | 2.5% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 13.5% | 12.0% | ||
| Q3 25 | -6.7% | 9.7% | ||
| Q2 25 | 24.5% | -2.9% | ||
| Q1 25 | 8.5% | -8.7% | ||
| Q4 24 | 5.8% | 21.4% | ||
| Q3 24 | 4.3% | -11.3% |
资本支出强度EXTRRBBN
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | 0.9% | ||
| Q3 25 | 2.2% | 2.6% | ||
| Q2 25 | 2.2% | 2.6% | ||
| Q1 25 | 2.0% | 6.7% | ||
| Q4 24 | 1.9% | 3.2% | ||
| Q3 24 | 2.6% | 4.2% |
现金转化率EXTRRBBN
| Q2 26 | 4.75× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 8.67× | — | ||
| Q4 24 | 2.92× | — | ||
| Q3 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% |
RBBN
| Service | $94.5M | 58% |
| Product | $68.1M | 42% |
