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EXTREME NETWORKS INC（EXTR）与REPLIGEN CORP（RGEN）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REPLIGEN CORP的1.6倍（$316.9M vs $197.9M），REPLIGEN CORP净利率更高（6.7% vs 3.3%，领先3.4%），REPLIGEN CORP同比增速更快（13.6% vs 11.4%），REPLIGEN CORP自由现金流更多（$17.6M vs $7.8M），过去两年REPLIGEN CORP的营收复合增速更高（14.4% 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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
EXTR vs RGEN — 直观对比
营收规模更大
EXTR
是对方的1.6倍
$197.9M
营收增速更快
RGEN
高出2.3%
11.4%
净利率更高
RGEN
高出3.4%
3.3%
自由现金流更多
RGEN
多$9.8M
$7.8M
两年增速更快
RGEN
近两年复合增速
11.1%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $197.9M |
| 净利润 | $10.6M | $13.3M |
| 毛利率 | 61.7% | 52.5% |
| 营业利润率 | 5.5% | 9.0% |
| 净利率 | 3.3% | 6.7% |
| 营收同比 | 11.4% | 13.6% |
| 净利润同比 | 202.9% | 143.9% |
| 每股收益（稀释后） | $0.08 | $0.24 |
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EXTRRGEN
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $197.9M | ||
| Q3 25 | $310.2M | $188.8M | ||
| Q2 25 | $307.0M | $182.4M | ||
| Q1 25 | $284.5M | $169.2M | ||
| Q4 24 | $279.4M | $174.1M | ||
| Q3 24 | $269.2M | $154.9M | ||
| Q2 24 | $256.7M | $154.1M |
净利润EXTRRGEN
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $13.3M | ||
| Q3 25 | $5.6M | $14.9M | ||
| Q2 25 | $-7.8M | $14.9M | ||
| Q1 25 | $3.5M | $5.8M | ||
| Q4 24 | $7.4M | $-30.3M | ||
| Q3 24 | $-10.5M | $-654.0K | ||
| Q2 24 | $-54.2M | $3.3M |
毛利率EXTRRGEN
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 52.5% | ||
| Q3 25 | 60.6% | 53.2% | ||
| Q2 25 | 61.6% | 50.0% | ||
| Q1 25 | 61.7% | 53.6% | ||
| Q4 24 | 62.7% | 26.1% | ||
| Q3 24 | 63.0% | 50.0% | ||
| Q2 24 | 44.7% | 49.8% |
营业利润率EXTRRGEN
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 9.0% | ||
| Q3 25 | 3.6% | 8.9% | ||
| Q2 25 | -0.4% | 7.6% | ||
| Q1 25 | 3.6% | 3.9% | ||
| Q4 24 | 4.5% | -17.7% | ||
| Q3 24 | -1.8% | -5.1% | ||
| Q2 24 | -19.1% | 1.0% |
净利率EXTRRGEN
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 6.7% | ||
| Q3 25 | 1.8% | 7.9% | ||
| Q2 25 | -2.5% | 8.2% | ||
| Q1 25 | 1.2% | 3.4% | ||
| Q4 24 | 2.6% | -17.4% | ||
| Q3 24 | -3.9% | -0.4% | ||
| Q2 24 | -21.1% | 2.2% |
每股收益（稀释后）EXTRRGEN
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.24 | ||
| Q3 25 | $0.04 | $0.26 | ||
| Q2 25 | $-0.07 | $0.26 | ||
| Q1 25 | $0.03 | $0.10 | ||
| Q4 24 | $0.06 | $-0.55 | ||
| Q3 24 | $-0.08 | $-0.01 | ||
| Q2 24 | $-0.40 | $0.06 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | — | $2.1B |
| 总资产 | $1.2B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资EXTRRGEN
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $767.6M | ||
| Q3 25 | $209.0M | $748.7M | ||
| Q2 25 | $231.7M | $708.9M | ||
| Q1 25 | $185.5M | $697.2M | ||
| Q4 24 | $170.3M | $757.4M | ||
| Q3 24 | $159.5M | $784.0M | ||
| Q2 24 | $156.7M | $809.1M |
总债务EXTRRGEN
| Q2 26 | — | — | ||
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRRGEN
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $2.1B | ||
| Q3 25 | $68.6M | $2.1B | ||
| Q2 25 | $65.6M | $2.1B | ||
| Q1 25 | $71.7M | $2.0B | ||
| Q4 24 | $51.2M | $2.0B | ||
| Q3 24 | $32.7M | $2.0B | ||
| Q2 24 | $25.3M | $2.0B |
总资产EXTRRGEN
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.2B | $2.9B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $1.1B | $2.9B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.0B | $2.9B |
负债/权益比EXTRRGEN
| Q2 26 | — | — | ||
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | 2.74× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $17.6M |
| 自由现金流率自由现金流/营收 | 2.5% | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 4.75× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $105.3M | $93.9M |
8季度趋势，按日历期对齐
经营现金流EXTRRGEN
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $25.7M | ||
| Q3 25 | $-14.0M | $48.1M | ||
| Q2 25 | $81.9M | $28.6M | ||
| Q1 25 | $30.0M | $15.0M | ||
| Q4 24 | $21.5M | $39.2M | ||
| Q3 24 | $18.6M | $49.3M | ||
| Q2 24 | $15.5M | $42.2M |
自由现金流EXTRRGEN
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $17.6M | ||
| Q3 25 | $-20.9M | $43.4M | ||
| Q2 25 | $75.3M | $21.5M | ||
| Q1 25 | $24.2M | $11.4M | ||
| Q4 24 | $16.1M | $33.6M | ||
| Q3 24 | $11.7M | $42.3M | ||
| Q2 24 | $11.0M | $37.4M |
自由现金流率EXTRRGEN
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 8.9% | ||
| Q3 25 | -6.7% | 23.0% | ||
| Q2 25 | 24.5% | 11.8% | ||
| Q1 25 | 8.5% | 6.8% | ||
| Q4 24 | 5.8% | 19.3% | ||
| Q3 24 | 4.3% | 27.3% | ||
| Q2 24 | 4.3% | 24.3% |
资本支出强度EXTRRGEN
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 4.1% | ||
| Q3 25 | 2.2% | 2.5% | ||
| Q2 25 | 2.2% | 3.9% | ||
| Q1 25 | 2.0% | 2.1% | ||
| Q4 24 | 1.9% | 3.2% | ||
| Q3 24 | 2.6% | 4.5% | ||
| Q2 24 | 1.7% | 3.1% |
现金转化率EXTRRGEN
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | 1.93× | ||
| Q3 25 | -2.49× | 3.23× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | 8.67× | 2.57× | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 12.70× |
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% |
RGEN
暂无分部数据
