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EXTREME NETWORKS INC（EXTR）与Royalty Pharma plc（RPRX）财务数据对比。点击上方公司名可切换其他公司
Royalty Pharma plc的季度营收约是EXTREME NETWORKS INC的2.0倍（$622.0M vs $317.9M），Royalty Pharma plc净利率更高（34.4% vs 2.5%，领先32.0%），EXTREME NETWORKS INC同比增速更快（13.8% vs 4.8%），过去两年EXTREME NETWORKS INC的营收复合增速更高（22.7% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
EXTR vs RPRX — 直观对比
营收规模更大
RPRX
是对方的2.0倍
$317.9M
营收增速更快
EXTR
高出9.0%
4.8%
净利率更高
RPRX
高出32.0%
2.5%
两年增速更快
EXTR
近两年复合增速
4.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $317.9M | $622.0M |
| 净利润 | $7.9M | $214.2M |
| 毛利率 | 61.4% | — |
| 营业利润率 | 4.1% | 62.4% |
| 净利率 | 2.5% | 34.4% |
| 营收同比 | 13.8% | 4.8% |
| 净利润同比 | 6.7% | 2.9% |
| 每股收益（稀释后） | $0.06 | $0.49 |
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EXTRRPRX
| Q4 25 | $317.9M | $622.0M | ||
| Q3 25 | $310.2M | $609.3M | ||
| Q2 25 | $307.0M | $578.7M | ||
| Q1 25 | $284.5M | $568.2M | ||
| Q4 24 | $279.4M | $593.6M | ||
| Q3 24 | $269.2M | $564.7M | ||
| Q2 24 | $256.7M | $537.3M | ||
| Q1 24 | $211.0M | $568.0M |
净利润EXTRRPRX
| Q4 25 | $7.9M | $214.2M | ||
| Q3 25 | $5.6M | $288.2M | ||
| Q2 25 | $-7.8M | $30.2M | ||
| Q1 25 | $3.5M | $238.3M | ||
| Q4 24 | $7.4M | $208.2M | ||
| Q3 24 | $-10.5M | $544.0M | ||
| Q2 24 | $-54.2M | $102.0M | ||
| Q1 24 | $-64.4M | $4.8M |
毛利率EXTRRPRX
| 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% | — | ||
| Q1 24 | 56.8% | — |
营业利润率EXTRRPRX
| Q4 25 | 4.1% | 62.4% | ||
| Q3 25 | 3.6% | 70.1% | ||
| Q2 25 | -0.4% | 36.3% | ||
| Q1 25 | 3.6% | 94.0% | ||
| Q4 24 | 4.5% | 60.9% | ||
| Q3 24 | -1.8% | — | ||
| Q2 24 | -19.1% | 50.2% | ||
| Q1 24 | -29.6% | -13.0% |
净利率EXTRRPRX
| Q4 25 | 2.5% | 34.4% | ||
| Q3 25 | 1.8% | 47.3% | ||
| Q2 25 | -2.5% | 5.2% | ||
| Q1 25 | 1.2% | 41.9% | ||
| Q4 24 | 2.6% | 35.1% | ||
| Q3 24 | -3.9% | 96.3% | ||
| Q2 24 | -21.1% | 19.0% | ||
| Q1 24 | -30.5% | 0.8% |
每股收益（稀释后）EXTRRPRX
| Q4 25 | $0.06 | $0.49 | ||
| Q3 25 | $0.04 | $0.67 | ||
| Q2 25 | $-0.07 | $0.07 | ||
| Q1 25 | $0.03 | $0.55 | ||
| Q4 24 | $0.06 | $0.46 | ||
| Q3 24 | $-0.08 | $1.21 | ||
| Q2 24 | $-0.40 | $0.23 | ||
| Q1 24 | $-0.50 | $0.01 |
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 | $219.8M | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $95.9M | $9.7B |
| 总资产 | $1.2B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资EXTRRPRX
| Q4 25 | $219.8M | $618.7M | ||
| Q3 25 | $209.0M | $938.9M | ||
| Q2 25 | $231.7M | $631.9M | ||
| Q1 25 | $185.5M | $1.1B | ||
| Q4 24 | $170.3M | $929.0M | ||
| Q3 24 | $159.5M | $950.1M | ||
| Q2 24 | $156.7M | $1.8B | ||
| Q1 24 | $151.0M | $843.0M |
总债务EXTRRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | $180.0M | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | $190.0M | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益EXTRRPRX
| Q4 25 | $95.9M | $9.7B | ||
| Q3 25 | $68.6M | $9.6B | ||
| Q2 25 | $65.6M | $9.5B | ||
| Q1 25 | $71.7M | $9.8B | ||
| Q4 24 | $51.2M | $10.3B | ||
| Q3 24 | $32.7M | $10.3B | ||
| Q2 24 | $25.3M | $9.8B | ||
| Q1 24 | $65.0M | $9.9B |
总资产EXTRRPRX
| Q4 25 | $1.2B | $19.6B | ||
| Q3 25 | $1.2B | $19.3B | ||
| Q2 25 | $1.2B | $18.3B | ||
| Q1 25 | $1.1B | $17.6B | ||
| Q4 24 | $1.1B | $18.2B | ||
| Q3 24 | $1.1B | $18.0B | ||
| Q2 24 | $1.0B | $17.7B | ||
| Q1 24 | $1.1B | $16.1B |
负债/权益比EXTRRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | 2.74× | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | 7.52× | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $50.1M | $827.1M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | — |
| 自由现金流率自由现金流/营收 | 13.5% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 6.37× | 3.86× |
| 过去12个月自由现金流最近4个季度 | $121.7M | — |
8季度趋势，按日历期对齐
经营现金流EXTRRPRX
| Q4 25 | $50.1M | $827.1M | ||
| Q3 25 | $-14.0M | $702.6M | ||
| Q2 25 | $81.9M | $364.0M | ||
| Q1 25 | $30.0M | $596.1M | ||
| Q4 24 | $21.5M | $742.5M | ||
| Q3 24 | $18.6M | $703.6M | ||
| Q2 24 | $15.5M | $658.2M | ||
| Q1 24 | $-69.9M | $664.6M |
自由现金流EXTRRPRX
| Q4 25 | $43.0M | — | ||
| Q3 25 | $-20.9M | — | ||
| Q2 25 | $75.3M | — | ||
| Q1 25 | $24.2M | — | ||
| Q4 24 | $16.1M | — | ||
| Q3 24 | $11.7M | — | ||
| Q2 24 | $11.0M | — | ||
| Q1 24 | $-73.5M | — |
自由现金流率EXTRRPRX
| Q4 25 | 13.5% | — | ||
| Q3 25 | -6.7% | — | ||
| Q2 25 | 24.5% | — | ||
| Q1 25 | 8.5% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | -34.8% | — |
资本支出强度EXTRRPRX
| Q4 25 | 2.2% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 1.7% | — |
现金转化率EXTRRPRX
| Q4 25 | 6.37× | 3.86× | ||
| Q3 25 | -2.49× | 2.44× | ||
| Q2 25 | — | 12.06× | ||
| Q1 25 | 8.67× | 2.50× | ||
| Q4 24 | 2.92× | 3.57× | ||
| Q3 24 | — | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | — | 139.10× |
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
| Products | $197.8M | 62% |
| Subscription And Support | $120.2M | 38% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
