vs
EXTREME NETWORKS INC（EXTR）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.5倍（$316.9M vs $217.4M），EXTREME NETWORKS INC净利率更高（3.3% vs 1.4%，领先1.9%），EXTREME NETWORKS INC同比增速更快（11.4% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $7.8M），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs 3.0%）
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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
EXTR vs RPD — 直观对比
营收规模更大
EXTR
是对方的1.5倍
$217.4M
营收增速更快
EXTR
高出10.9%
0.5%
净利率更高
EXTR
高出1.9%
1.4%
自由现金流更多
RPD
多$28.6M
$7.8M
两年增速更快
EXTR
近两年复合增速
3.0%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $217.4M |
| 净利润 | $10.6M | $3.1M |
| 毛利率 | 61.7% | 68.9% |
| 营业利润率 | 5.5% | 1.0% |
| 净利率 | 3.3% | 1.4% |
| 营收同比 | 11.4% | 0.5% |
| 净利润同比 | 202.9% | 44.1% |
| 每股收益（稀释后） | $0.08 | $0.05 |
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EXTRRPD
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $217.4M | ||
| Q3 25 | $310.2M | $218.0M | ||
| Q2 25 | $307.0M | $214.2M | ||
| Q1 25 | $284.5M | $210.3M | ||
| Q4 24 | $279.4M | $216.3M | ||
| Q3 24 | $269.2M | $214.7M | ||
| Q2 24 | $256.7M | $208.0M |
净利润EXTRRPD
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $3.1M | ||
| Q3 25 | $5.6M | $9.8M | ||
| Q2 25 | $-7.8M | $8.3M | ||
| Q1 25 | $3.5M | $2.1M | ||
| Q4 24 | $7.4M | $2.2M | ||
| Q3 24 | $-10.5M | $15.4M | ||
| Q2 24 | $-54.2M | $6.5M |
毛利率EXTRRPD
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 68.9% | ||
| Q3 25 | 60.6% | 70.2% | ||
| Q2 25 | 61.6% | 70.6% | ||
| Q1 25 | 61.7% | 71.7% | ||
| Q4 24 | 62.7% | 69.5% | ||
| Q3 24 | 63.0% | 70.6% | ||
| Q2 24 | 44.7% | 70.7% |
营业利润率EXTRRPD
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 1.0% | ||
| Q3 25 | 3.6% | 2.7% | ||
| Q2 25 | -0.4% | 1.6% | ||
| Q1 25 | 3.6% | -0.0% | ||
| Q4 24 | 4.5% | 3.4% | ||
| Q3 24 | -1.8% | 6.0% | ||
| Q2 24 | -19.1% | 2.5% |
净利率EXTRRPD
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 1.4% | ||
| Q3 25 | 1.8% | 4.5% | ||
| Q2 25 | -2.5% | 3.9% | ||
| Q1 25 | 1.2% | 1.0% | ||
| Q4 24 | 2.6% | 1.0% | ||
| Q3 24 | -3.9% | 7.2% | ||
| Q2 24 | -21.1% | 3.1% |
每股收益（稀释后）EXTRRPD
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.05 | ||
| Q3 25 | $0.04 | $0.15 | ||
| Q2 25 | $-0.07 | $0.13 | ||
| Q1 25 | $0.03 | $0.03 | ||
| Q4 24 | $0.06 | $0.08 | ||
| Q3 24 | $-0.08 | $0.21 | ||
| Q2 24 | $-0.40 | $0.09 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $154.7M |
| 总资产 | $1.2B | $1.7B |
| 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EXTRRPD
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $474.7M | ||
| Q3 25 | $209.0M | $407.1M | ||
| Q2 25 | $231.7M | $511.7M | ||
| Q1 25 | $185.5M | $493.5M | ||
| Q4 24 | $170.3M | $521.7M | ||
| Q3 24 | $159.5M | $443.7M | ||
| Q2 24 | $156.7M | $442.6M |
总债务EXTRRPD
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRRPD
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $154.7M | ||
| Q3 25 | $68.6M | $127.2M | ||
| Q2 25 | $65.6M | $90.4M | ||
| Q1 25 | $71.7M | $52.7M | ||
| Q4 24 | $51.2M | $17.7M | ||
| Q3 24 | $32.7M | $-5.1M | ||
| Q2 24 | $25.3M | $-52.6M |
总资产EXTRRPD
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.0B | $1.5B |
负债/权益比EXTRRPD
| 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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $36.4M |
| 自由现金流率自由现金流/营收 | 2.5% | 16.8% |
| 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× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $105.3M | $146.2M |
8季度趋势，按日历期对齐
经营现金流EXTRRPD
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $37.6M | ||
| Q3 25 | $-14.0M | $39.0M | ||
| Q2 25 | $81.9M | $47.5M | ||
| Q1 25 | $30.0M | $29.8M | ||
| Q4 24 | $21.5M | $63.8M | ||
| Q3 24 | $18.6M | $44.0M | ||
| Q2 24 | $15.5M | $32.9M |
自由现金流EXTRRPD
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $36.4M | ||
| Q3 25 | $-20.9M | $34.8M | ||
| Q2 25 | $75.3M | $46.6M | ||
| Q1 25 | $24.2M | $28.4M | ||
| Q4 24 | $16.1M | $62.6M | ||
| Q3 24 | $11.7M | $42.6M | ||
| Q2 24 | $11.0M | $32.6M |
自由现金流率EXTRRPD
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | 16.8% | ||
| Q3 25 | -6.7% | 16.0% | ||
| Q2 25 | 24.5% | 21.8% | ||
| Q1 25 | 8.5% | 13.5% | ||
| Q4 24 | 5.8% | 28.9% | ||
| Q3 24 | 4.3% | 19.9% | ||
| Q2 24 | 4.3% | 15.7% |
资本支出强度EXTRRPD
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 0.5% | ||
| Q3 25 | 2.2% | 1.9% | ||
| Q2 25 | 2.2% | 0.4% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.9% | 0.5% | ||
| Q3 24 | 2.6% | 0.6% | ||
| Q2 24 | 1.7% | 0.1% |
现金转化率EXTRRPD
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | 12.01× | ||
| Q3 25 | -2.49× | 3.97× | ||
| Q2 25 | — | 5.70× | ||
| Q1 25 | 8.67× | 14.14× | ||
| Q4 24 | 2.92× | 29.36× | ||
| Q3 24 | — | 2.85× | ||
| Q2 24 | — | 5.03× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
