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EXTREME NETWORKS INC（EXTR）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.4倍（$316.9M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 11.4%），GIBRALTAR INDUSTRIES, INC.自由现金流更多（$26.2M vs $7.8M），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
EXTR vs ROCK — 直观对比
营收规模更大
EXTR
是对方的1.4倍
$225.0M
营收增速更快
ROCK
高出13.6%
11.4%
自由现金流更多
ROCK
多$18.4M
$7.8M
两年增速更快
EXTR
近两年复合增速
-12.3%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $225.0M |
| 净利润 | $10.6M | — |
| 毛利率 | 61.7% | 25.3% |
| 营业利润率 | 5.5% | 7.9% |
| 净利率 | 3.3% | — |
| 营收同比 | 11.4% | 24.9% |
| 净利润同比 | 202.9% | — |
| 每股收益（稀释后） | $0.08 | — |
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EXTRROCK
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $225.0M | ||
| Q3 25 | $310.2M | $310.9M | ||
| Q2 25 | $307.0M | $309.5M | ||
| Q1 25 | $284.5M | $290.0M | ||
| Q4 24 | $279.4M | $180.1M | ||
| Q3 24 | $269.2M | $277.1M | ||
| Q2 24 | $256.7M | $273.6M |
净利润EXTRROCK
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | — | ||
| Q3 25 | $5.6M | $-89.1M | ||
| Q2 25 | $-7.8M | $26.0M | ||
| Q1 25 | $3.5M | $21.1M | ||
| Q4 24 | $7.4M | — | ||
| Q3 24 | $-10.5M | $34.0M | ||
| Q2 24 | $-54.2M | $32.2M |
毛利率EXTRROCK
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 25.3% | ||
| Q3 25 | 60.6% | 26.6% | ||
| Q2 25 | 61.6% | 28.4% | ||
| Q1 25 | 61.7% | 26.8% | ||
| Q4 24 | 62.7% | 29.0% | ||
| Q3 24 | 63.0% | 29.4% | ||
| Q2 24 | 44.7% | 30.5% |
营业利润率EXTRROCK
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 7.9% | ||
| Q3 25 | 3.6% | 12.8% | ||
| Q2 25 | -0.4% | 12.8% | ||
| Q1 25 | 3.6% | 8.8% | ||
| Q4 24 | 4.5% | 13.3% | ||
| Q3 24 | -1.8% | 15.6% | ||
| Q2 24 | -19.1% | 14.9% |
净利率EXTRROCK
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | — | ||
| Q3 25 | 1.8% | -28.6% | ||
| Q2 25 | -2.5% | 8.4% | ||
| Q1 25 | 1.2% | 7.3% | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | -3.9% | 12.3% | ||
| Q2 24 | -21.1% | 11.8% |
每股收益（稀释后）EXTRROCK
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | — | ||
| Q3 25 | $0.04 | $-2.98 | ||
| Q2 25 | $-0.07 | $0.87 | ||
| Q1 25 | $0.03 | — | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $-0.08 | $1.11 | ||
| Q2 24 | $-0.40 | $1.05 |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | — | $950.4M |
| 总资产 | $1.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资EXTRROCK
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $115.7M | ||
| Q3 25 | $209.0M | $89.4M | ||
| Q2 25 | $231.7M | $43.3M | ||
| Q1 25 | $185.5M | $25.1M | ||
| Q4 24 | $170.3M | $269.5M | ||
| Q3 24 | $159.5M | $228.9M | ||
| Q2 24 | $156.7M | $179.1M |
总债务EXTRROCK
| Q2 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | $180.0M | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | $190.0M | $0 |
股东权益EXTRROCK
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $950.4M | ||
| Q3 25 | $68.6M | $951.8M | ||
| Q2 25 | $65.6M | $1.0B | ||
| Q1 25 | $71.7M | $1.0B | ||
| Q4 24 | $51.2M | $1.0B | ||
| Q3 24 | $32.7M | $1.0B | ||
| Q2 24 | $25.3M | $975.7M |
总资产EXTRROCK
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $1.4B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.0B | $1.4B |
负债/权益比EXTRROCK
| Q2 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 2.74× | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | 7.52× | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $26.2M |
| 自由现金流率自由现金流/营收 | 2.5% | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $105.3M | $120.6M |
8季度趋势，按日历期对齐
经营现金流EXTRROCK
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $35.5M | ||
| Q3 25 | $-14.0M | $73.0M | ||
| Q2 25 | $81.9M | $44.9M | ||
| Q1 25 | $30.0M | $13.7M | ||
| Q4 24 | $21.5M | $19.9M | ||
| Q3 24 | $18.6M | $64.7M | ||
| Q2 24 | $15.5M | $36.5M |
自由现金流EXTRROCK
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $26.2M | ||
| Q3 25 | $-20.9M | $64.8M | ||
| Q2 25 | $75.3M | $27.3M | ||
| Q1 25 | $24.2M | $2.3M | ||
| Q4 24 | $16.1M | $14.1M | ||
| Q3 24 | $11.7M | $60.5M | ||
| Q2 24 | $11.0M | $33.5M |
自由现金流率EXTRROCK
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 11.7% | ||
| Q3 25 | -6.7% | 20.8% | ||
| Q2 25 | 24.5% | 8.8% | ||
| Q1 25 | 8.5% | 0.8% | ||
| Q4 24 | 5.8% | 7.8% | ||
| Q3 24 | 4.3% | 21.8% | ||
| Q2 24 | 4.3% | 12.2% |
资本支出强度EXTRROCK
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 4.1% | ||
| Q3 25 | 2.2% | 2.6% | ||
| Q2 25 | 2.2% | 5.7% | ||
| Q1 25 | 2.0% | 3.9% | ||
| Q4 24 | 1.9% | 3.3% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 1.7% | 1.1% |
现金转化率EXTRROCK
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | — | ||
| Q3 25 | -2.49× | — | ||
| Q2 25 | — | 1.73× | ||
| Q1 25 | 8.67× | 0.65× | ||
| Q4 24 | 2.92× | — | ||
| Q3 24 | — | 1.90× | ||
| Q2 24 | — | 1.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
