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F5, Inc.（FFIV）与LANTRONIX INC（LTRX）财务数据对比。点击上方公司名可切换其他公司
F5, Inc.的季度营收约是LANTRONIX INC的27.6倍（$822.5M vs $29.8M）。F5, Inc.净利率更高（21.9% vs -4.5%，领先26.4%）。F5, Inc.同比增速更快（7.3% vs -4.5%）。F5, Inc.自由现金流更多（$149.5M vs $2.1M）。过去两年F5, Inc.的营收复合增速更高（9.9% vs -15.0%）
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
Lantronix Inc是全球物联网安全连接与边缘计算解决方案提供商，面向工业、医疗、零售、交通、智慧城市等领域客户，供应专用硬件、SaaS平台与嵌入式软件，支持可靠的远程设备管理。
FFIV vs LTRX — 直观对比
营收规模更大
FFIV
是对方的27.6倍
$29.8M
营收增速更快
FFIV
高出11.8%
-4.5%
净利率更高
FFIV
高出26.4%
-4.5%
自由现金流更多
FFIV
多$147.4M
$2.1M
两年增速更快
FFIV
近两年复合增速
-15.0%
损益表 — Q1 2026 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $822.5M | $29.8M |
| 净利润 | $180.1M | $-1.3M |
| 毛利率 | 81.5% | 43.6% |
| 营业利润率 | 26.0% | -3.6% |
| 净利率 | 21.9% | -4.5% |
| 营收同比 | 7.3% | -4.5% |
| 净利润同比 | 8.2% | 43.9% |
| 每股收益（稀释后） | $3.10 | $-0.03 |
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FFIVLTRX
| Q4 25 | $822.5M | $29.8M | ||
| Q3 25 | $810.1M | $29.8M | ||
| Q2 25 | $780.4M | $28.8M | ||
| Q1 25 | $731.1M | $28.5M | ||
| Q4 24 | $766.5M | $31.2M | ||
| Q3 24 | $746.7M | $34.4M | ||
| Q2 24 | $695.5M | $49.1M | ||
| Q1 24 | $681.4M | $41.2M |
净利润FFIVLTRX
| Q4 25 | $180.1M | $-1.3M | ||
| Q3 25 | $190.5M | $-1.4M | ||
| Q2 25 | $189.9M | $-2.6M | ||
| Q1 25 | $145.5M | $-3.9M | ||
| Q4 24 | $166.4M | $-2.4M | ||
| Q3 24 | $165.3M | $-2.5M | ||
| Q2 24 | $144.1M | $386.0K | ||
| Q1 24 | $119.0M | $-423.0K |
毛利率FFIVLTRX
| Q4 25 | 81.5% | 43.6% | ||
| Q3 25 | 82.2% | 44.8% | ||
| Q2 25 | 81.0% | 40.0% | ||
| Q1 25 | 80.7% | 43.5% | ||
| Q4 24 | 81.7% | 42.6% | ||
| Q3 24 | 80.8% | 42.1% | ||
| Q2 24 | 80.4% | 38.1% | ||
| Q1 24 | 79.3% | 40.1% |
营业利润率FFIVLTRX
| Q4 25 | 26.0% | -3.6% | ||
| Q3 25 | 25.4% | -5.1% | ||
| Q2 25 | 25.2% | -10.9% | ||
| Q1 25 | 21.7% | -12.6% | ||
| Q4 24 | 26.8% | -6.9% | ||
| Q3 24 | 25.6% | -6.2% | ||
| Q2 24 | 23.4% | 1.2% | ||
| Q1 24 | 20.5% | -0.2% |
净利率FFIVLTRX
| Q4 25 | 21.9% | -4.5% | ||
| Q3 25 | 23.5% | -4.7% | ||
| Q2 25 | 24.3% | -9.1% | ||
| Q1 25 | 19.9% | -13.6% | ||
| Q4 24 | 21.7% | -7.6% | ||
| Q3 24 | 22.1% | -7.3% | ||
| Q2 24 | 20.7% | 0.8% | ||
| Q1 24 | 17.5% | -1.0% |
每股收益（稀释后）FFIVLTRX
| Q4 25 | $3.10 | $-0.03 | ||
| Q3 25 | $3.25 | $-0.04 | ||
| Q2 25 | $3.25 | $-0.06 | ||
| Q1 25 | $2.48 | $-0.10 | ||
| Q4 24 | $2.82 | $-0.06 | ||
| Q3 24 | $2.79 | $-0.07 | ||
| Q2 24 | $2.44 | $0.01 | ||
| Q1 24 | $2.00 | $-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 | $1.2B | $23.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $74.4M |
| 总资产 | $6.3B | $121.7M |
| 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FFIVLTRX
| Q4 25 | $1.2B | $23.0M | ||
| Q3 25 | $1.3B | $22.2M | ||
| Q2 25 | $1.4B | $20.1M | ||
| Q1 25 | $1.3B | $20.0M | ||
| Q4 24 | $1.2B | $19.2M | ||
| Q3 24 | $1.1B | $26.4M | ||
| Q2 24 | $935.6M | $26.2M | ||
| Q1 24 | $903.5M | $24.6M |
股东权益FFIVLTRX
| Q4 25 | $3.5B | $74.4M | ||
| Q3 25 | $3.6B | $74.5M | ||
| Q2 25 | $3.5B | $74.4M | ||
| Q1 25 | $3.3B | $75.5M | ||
| Q4 24 | $3.2B | $77.9M | ||
| Q3 24 | $3.1B | $78.9M | ||
| Q2 24 | $3.0B | $81.4M | ||
| Q1 24 | $2.9B | $78.1M |
总资产FFIVLTRX
| Q4 25 | $6.3B | $121.7M | ||
| Q3 25 | $6.3B | $119.6M | ||
| Q2 25 | $6.1B | $123.7M | ||
| Q1 25 | $5.9B | $124.2M | ||
| Q4 24 | $5.9B | $134.2M | ||
| Q3 24 | $5.6B | $137.9M | ||
| Q2 24 | $5.4B | $136.2M | ||
| Q1 24 | $5.4B | $147.4M |
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 | $159.2M | $2.2M |
| 自由现金流经营现金流 - 资本支出 | $149.5M | $2.1M |
| 自由现金流率自由现金流/营收 | 18.2% | 7.0% |
| 资本支出强度资本支出/营收 | 1.2% | 0.3% |
| 现金转化率经营现金流/净利润 | 0.88× | — |
| 过去12个月自由现金流最近4个季度 | $861.2M | $9.6M |
8季度趋势，按日历期对齐
经营现金流FFIVLTRX
| Q4 25 | $159.2M | $2.2M | ||
| Q3 25 | $208.1M | $3.6M | ||
| Q2 25 | $282.2M | $1.1M | ||
| Q1 25 | $256.6M | $3.2M | ||
| Q4 24 | $202.8M | $340.0K | ||
| Q3 24 | $246.5M | $2.7M | ||
| Q2 24 | $159.0M | $2.3M | ||
| Q1 24 | $221.6M | $3.6M |
自由现金流FFIVLTRX
| Q4 25 | $149.5M | $2.1M | ||
| Q3 25 | $191.9M | $3.5M | ||
| Q2 25 | $273.7M | $909.0K | ||
| Q1 25 | $246.1M | $3.1M | ||
| Q4 24 | $194.7M | $256.0K | ||
| Q3 24 | $240.4M | $2.5M | ||
| Q2 24 | $153.1M | $2.1M | ||
| Q1 24 | $212.2M | $3.5M |
自由现金流率FFIVLTRX
| Q4 25 | 18.2% | 7.0% | ||
| Q3 25 | 23.7% | 11.9% | ||
| Q2 25 | 35.1% | 3.2% | ||
| Q1 25 | 33.7% | 10.9% | ||
| Q4 24 | 25.4% | 0.8% | ||
| Q3 24 | 32.2% | 7.3% | ||
| Q2 24 | 22.0% | 4.3% | ||
| Q1 24 | 31.1% | 8.4% |
资本支出强度FFIVLTRX
| Q4 25 | 1.2% | 0.3% | ||
| Q3 25 | 2.0% | 0.2% | ||
| Q2 25 | 1.1% | 0.5% | ||
| Q1 25 | 1.4% | 0.4% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 0.8% | 0.5% | ||
| Q2 24 | 0.8% | 0.3% | ||
| Q1 24 | 1.4% | 0.3% |
现金转化率FFIVLTRX
| Q4 25 | 0.88× | — | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.49× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.10× | 5.89× | ||
| Q1 24 | 1.86× | — |
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
FFIV
| Services | $412.2M | 50% |
| Products | $410.3M | 50% |
LTRX
| Embedded Io T Solutions | $13.9M | 47% |
| Io T System Solutions | $13.3M | 45% |
| Software And Services | $2.6M | 9% |
