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EXTREME NETWORKS INC（EXTR）与Revolve Group, Inc.（RVLV）财务数据对比。点击上方公司名可切换其他公司
Revolve Group, Inc.的季度营收约是EXTREME NETWORKS INC的1.0倍（$324.4M vs $316.9M），Revolve Group, Inc.净利率更高（5.7% vs 3.3%，领先2.4%），EXTREME NETWORKS INC同比增速更快（11.4% vs 10.4%），EXTREME NETWORKS INC自由现金流更多（$7.8M vs $-13.3M），过去两年EXTREME NETWORKS INC的营收复合增速更高（11.1% vs 9.5%）
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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
EXTR vs RVLV — 直观对比
营收规模更大
RVLV
是对方的1.0倍
$316.9M
营收增速更快
EXTR
高出1.0%
10.4%
净利率更高
RVLV
高出2.4%
3.3%
自由现金流更多
EXTR
多$21.1M
$-13.3M
两年增速更快
EXTR
近两年复合增速
9.5%
损益表 — Q4 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $316.9M | $324.4M |
| 净利润 | $10.6M | $18.6M |
| 毛利率 | 61.7% | 53.3% |
| 营业利润率 | 5.5% | 6.3% |
| 净利率 | 3.3% | 5.7% |
| 营收同比 | 11.4% | 10.4% |
| 净利润同比 | 202.9% | 50.4% |
| 每股收益（稀释后） | $0.08 | $0.27 |
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EXTRRVLV
| Q2 26 | $316.9M | — | ||
| Q4 25 | $317.9M | $324.4M | ||
| Q3 25 | $310.2M | $295.6M | ||
| Q2 25 | $307.0M | $309.0M | ||
| Q1 25 | $284.5M | $296.7M | ||
| Q4 24 | $279.4M | $293.7M | ||
| Q3 24 | $269.2M | $283.1M | ||
| Q2 24 | $256.7M | $282.5M |
净利润EXTRRVLV
| Q2 26 | $10.6M | — | ||
| Q4 25 | $7.9M | $18.6M | ||
| Q3 25 | $5.6M | $21.2M | ||
| Q2 25 | $-7.8M | $10.2M | ||
| Q1 25 | $3.5M | $11.8M | ||
| Q4 24 | $7.4M | $12.3M | ||
| Q3 24 | $-10.5M | $11.0M | ||
| Q2 24 | $-54.2M | $15.4M |
毛利率EXTRRVLV
| Q2 26 | 61.7% | — | ||
| Q4 25 | 61.4% | 53.3% | ||
| Q3 25 | 60.6% | 54.6% | ||
| Q2 25 | 61.6% | 54.1% | ||
| Q1 25 | 61.7% | 52.0% | ||
| Q4 24 | 62.7% | 52.5% | ||
| Q3 24 | 63.0% | 51.2% | ||
| Q2 24 | 44.7% | 54.0% |
营业利润率EXTRRVLV
| Q2 26 | 5.5% | — | ||
| Q4 25 | 4.1% | 6.3% | ||
| Q3 25 | 3.6% | 7.1% | ||
| Q2 25 | -0.4% | 5.8% | ||
| Q1 25 | 3.6% | 5.0% | ||
| Q4 24 | 4.5% | 3.9% | ||
| Q3 24 | -1.8% | 5.0% | ||
| Q2 24 | -19.1% | 5.8% |
净利率EXTRRVLV
| Q2 26 | 3.3% | — | ||
| Q4 25 | 2.5% | 5.7% | ||
| Q3 25 | 1.8% | 7.2% | ||
| Q2 25 | -2.5% | 3.3% | ||
| Q1 25 | 1.2% | 4.0% | ||
| Q4 24 | 2.6% | 4.2% | ||
| Q3 24 | -3.9% | 3.9% | ||
| Q2 24 | -21.1% | 5.4% |
每股收益（稀释后）EXTRRVLV
| Q2 26 | $0.08 | — | ||
| Q4 25 | $0.06 | $0.27 | ||
| Q3 25 | $0.04 | $0.29 | ||
| Q2 25 | $-0.07 | $0.14 | ||
| Q1 25 | $0.03 | $0.16 | ||
| Q4 24 | $0.06 | $0.18 | ||
| Q3 24 | $-0.08 | $0.15 | ||
| Q2 24 | $-0.40 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $512.5M |
| 总资产 | $1.2B | $765.0M |
| 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EXTRRVLV
| Q2 26 | $210.1M | — | ||
| Q4 25 | $219.8M | $292.3M | ||
| Q3 25 | $209.0M | $315.4M | ||
| Q2 25 | $231.7M | $310.7M | ||
| Q1 25 | $185.5M | $300.8M | ||
| Q4 24 | $170.3M | $256.6M | ||
| Q3 24 | $159.5M | $252.8M | ||
| Q2 24 | $156.7M | $244.7M |
总债务EXTRRVLV
| Q2 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $190.0M | — |
股东权益EXTRRVLV
| Q2 26 | — | — | ||
| Q4 25 | $95.9M | $512.5M | ||
| Q3 25 | $68.6M | $490.2M | ||
| Q2 25 | $65.6M | $468.6M | ||
| Q1 25 | $71.7M | $453.4M | ||
| Q4 24 | $51.2M | $437.8M | ||
| Q3 24 | $32.7M | $420.8M | ||
| Q2 24 | $25.3M | $405.8M |
总资产EXTRRVLV
| Q2 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $765.0M | ||
| Q3 25 | $1.2B | $751.3M | ||
| Q2 25 | $1.2B | $722.9M | ||
| Q1 25 | $1.1B | $713.9M | ||
| Q4 24 | $1.1B | $665.5M | ||
| Q3 24 | $1.1B | $670.9M | ||
| Q2 24 | $1.0B | $657.8M |
负债/权益比EXTRRVLV
| 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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $7.8M | $-13.3M |
| 自由现金流率自由现金流/营收 | 2.5% | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | 4.75× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $105.3M | $48.0M |
8季度趋势，按日历期对齐
经营现金流EXTRRVLV
| Q2 26 | $50.3M | — | ||
| Q4 25 | $50.1M | $-10.2M | ||
| Q3 25 | $-14.0M | $11.8M | ||
| Q2 25 | $81.9M | $12.6M | ||
| Q1 25 | $30.0M | $45.1M | ||
| Q4 24 | $21.5M | $3.9M | ||
| Q3 24 | $18.6M | $9.1M | ||
| Q2 24 | $15.5M | $-24.7M |
自由现金流EXTRRVLV
| Q2 26 | $7.8M | — | ||
| Q4 25 | $43.0M | $-13.3M | ||
| Q3 25 | $-20.9M | $7.5M | ||
| Q2 25 | $75.3M | $10.4M | ||
| Q1 25 | $24.2M | $43.4M | ||
| Q4 24 | $16.1M | $2.1M | ||
| Q3 24 | $11.7M | $8.0M | ||
| Q2 24 | $11.0M | $-25.7M |
自由现金流率EXTRRVLV
| Q2 26 | 2.5% | — | ||
| Q4 25 | 13.5% | -4.1% | ||
| Q3 25 | -6.7% | 2.5% | ||
| Q2 25 | 24.5% | 3.4% | ||
| Q1 25 | 8.5% | 14.6% | ||
| Q4 24 | 5.8% | 0.7% | ||
| Q3 24 | 4.3% | 2.8% | ||
| Q2 24 | 4.3% | -9.1% |
资本支出强度EXTRRVLV
| Q2 26 | — | — | ||
| Q4 25 | 2.2% | 1.0% | ||
| Q3 25 | 2.2% | 1.5% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.0% | 0.6% | ||
| Q4 24 | 1.9% | 0.6% | ||
| Q3 24 | 2.6% | 0.4% | ||
| Q2 24 | 1.7% | 0.4% |
现金转化率EXTRRVLV
| Q2 26 | 4.75× | — | ||
| Q4 25 | 6.37× | -0.55× | ||
| Q3 25 | -2.49× | 0.56× | ||
| Q2 25 | — | 1.24× | ||
| Q1 25 | 8.67× | 3.82× | ||
| Q4 24 | 2.92× | 0.32× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | -1.60× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
