CoverageForm 410-K10-Q8-K13D13G13F

EXTR · Extreme Networks Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · EXTR

Income Statement

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Revenue$316.87M$317.93M$310.25M$279.36M$284.50M$269.20M$296.38M$211.04M$353.14M$318.35M
Cost of Revenue$121.33M$122.84M$122.22M$104.23M$109.10M$99.70M$113.01M$91.14M$140.20M$136.69M
Gross Profit$195.54M$195.08M$188.03M$175.12M$175.41M$169.51M$183.37M$119.90M$212.94M$181.66M
R&D$59.18M$57.52M$57.75M$54.88M$55.66M$54.45M$52.83M$54.52M$58.02M$52.62M
SG&A$29.63M$34.60M$29.19M$26.06M$29.54M$36.60M$25.38M$25.21M$23.87M$24.09M
Total Operating Expenses$178.20M$182.09M$176.73M$162.46M$165.03M$174.22M$173.05M$182.37M$177.04M$158.22M
D&A--$3.80M--$3.94M--$4.87M-
Operating Income$17.34M$12.99M$11.29M$12.66M$10.38M($4.72M)$10.32M($62.47M)$35.90M$23.43M
Interest Expense$3.25M$3.36M$3.65M$4.18M$3.80M$4.42M$4.27M$4.18M$4.32M$3.88M
Income Tax$4.22M$2.53M$2.74M$2.60M$3.71M$1.49M$3.07M($623.0K)$4.56M$2.65M
Net Income$10.59M$7.88M$5.61M$7.38M$3.46M($10.50M)$3.99M($64.42M)$28.68M$17.93M
EPS - Basic$0.08$0.06$0.04$0.06$0.03($0.08)$0.03($0.50)$0.22$0.14
EPS - Diluted$0.08$0.06$0.04$0.06$0.03($0.08)$0.03($0.50)$0.21$0.13

Balance Sheet

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Cash & Equivalents$210.11M$219.79M$209.00M$231.75M$185.48M$159.55M$156.70M$151.01M$224.43M$234.83M
Accounts Receivable$162.71M$152.43M$145.80M$126.71M$99.55M$97.21M$89.52M$94.44M$131.51M$182.04M
Inventory$76.63M$83.59M$93.73M$102.58M$115.74M$143.56M$141.03M$185.36M$100.82M$89.02M
Accounts Payable$81.16M$64.81M$77.77M$63.94M$47.11M$65.77M$51.42M$81.48M$80.00M$99.72M
Current Assets$541.80M$535.73M$525.86M$535.30M$476.60M$476.77M$466.93M$505.98M$532.46M$576.16M
Total Assets$1.17B$1.17B$1.15B$1.15B$1.07B$1.06B$1.04B$1.09B$1.11B$1.14B
Current Liabilities$593.26M$565.14M$577.49M$587.88M$511.96M$526.41M$517.59M$528.30M$528.72M$575.50M
Long-term Debt$149.22M$154.06M$158.90M$163.72M$167.29M$174.43M$178.26M$180.60M$185.26M$187.59M
Total Liabilities----------
Stockholders' Equity$78.97M$95.91M$68.56M$65.58M$71.70M$32.72M$25.28M$64.96M$108.48M$116.75M
Retained Earnings($925.35M)($935.94M)($943.82M)($949.43M)($941.63M)($952.47M)($941.96M)($887.76M)($827.32M)($856.00M)

Cash Flow

Line itemQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Operating Cash Flow--($14.00M)--$18.59M--$75.64M-
Investing Cash Flow--($6.86M)--($6.92M)--($4.31M)-
Financing Cash Flow--($1.72M)--($9.12M)--($81.46M)-
CapEx$5.70M$5.40M$6.86M--$6.92M--$4.31M-
Free Cash Flow--($20.85M)--$11.67M--$71.32M-

Ratios

MetricQ3 '26Q2 '26Q1 '26Q2 '25Q3 '25Q1 '25Q2 '24Q3 '24Q1 '24Q2 '23
Profitability
Gross margin61.7%61.4%60.6%62.7%61.7%63.0%61.9%56.8%60.3%57.1%
Operating margin5.5%4.1%3.6%4.5%3.6%-1.8%3.5%-29.6%10.2%7.4%
EBITDA margin--4.9%---0.3%--11.5%-
Net margin3.3%2.5%1.8%2.6%1.2%-3.9%1.3%-30.5%8.1%5.6%
Free cash flow margin---6.7%--4.3%--20.2%-
FCF / Net income---3.72---1.11--2.49-
R&D / Revenue18.7%18.1%18.6%19.6%19.6%20.2%17.8%25.8%16.4%16.5%
SG&A / Revenue9.4%10.9%9.4%9.3%10.4%13.6%8.6%11.9%6.8%7.6%
Effective tax rate28.5%24.3%32.8%26.1%51.8%-43.5%-13.7%12.9%
Return on assets0.9%0.7%0.5%0.6%0.3%-1.0%0.4%-5.9%2.6%1.6%
Return on equity13.4%8.2%8.2%11.3%4.8%-32.1%15.8%-99.2%26.4%15.4%
Return on invested capital5.4%3.9%3.3%4.1%2.2%-1.8%2.9%-20.1%10.5%6.7%
Liquidity
Current ratio0.910.950.910.910.930.910.900.961.011.00
Quick ratio0.780.800.750.740.700.630.630.610.820.85
Cash ratio0.350.390.360.390.360.300.300.290.420.41
Leverage
Debt / Equity1.891.612.322.502.335.337.052.781.711.61
Debt / Assets0.130.130.140.140.160.170.170.170.170.16
Debt / EBITDA--10.53-----4.54-
Interest coverage5.3x3.9x3.1x3.0x2.7x-1.1x2.4x-14.9x8.3x6.0x
Equity multiplier14.8212.1816.8217.5814.9732.2941.2416.7110.209.78
Liabilities / Assets----------
Efficiency
Asset turnover0.270.270.270.240.270.250.280.190.320.28
Inventory turnover1.581.471.301.020.940.690.800.491.391.54
Days sales outstanding187d175d172d166d128d132d110d163d136d209d
Days inventory outstanding231d248d280d359d387d526d456d742d262d238d
Days payable outstanding244d193d232d224d158d241d166d326d208d266d
Cash conversion cycle174d231d219d301d357d417d400d579d190d180d
Valuation
P / E188.5x277.5x516.3x299.2x441.0x-448.3x-115.3x200.4x
P / B25.5x23.5x40.7x36.7x24.8x60.3x70.0x23.0x29.8x30.0x
P / S6.4x7.1x9.0x8.6x6.3x7.3x6.0x7.1x9.1x11.0x
EV / EBITDA--181.5x-----78.3x-
Growth
Revenue growth (YoY)11.4%13.8%15.2%-5.7%34.8%-23.8%-6.9%-36.5%18.6%13.3%
Revenue CAGR (3y)-1.6%-0.0%1.4%-0.2%-0.1%0.2%7.0%-5.9%14.4%6.0%
Revenue CAGR (5y)4.6%5.6%5.6%0.9%6.3%1.0%5.1%-4.2%10.8%6.6%
Gross profit growth (YoY)11.5%11.4%10.9%-4.5%46.3%-20.4%0.9%-37.5%27.7%14.4%
Operating income growth (YoY)67.1%2.6%-22.8%---56.0%-106.4%29.8%
Net income growth (YoY)206.2%6.7%-85.1%---77.8%-127.9%34.4%
EPS growth (YoY)166.7%0.0%-100.0%---76.9%-133.3%30.0%
EPS CAGR (3y)-22.2%-22.7%-23.7%-15.7%-33.1%-----
EPS CAGR (5y)-------12.9%---
FCF growth (YoY)------83.6%--53.1%-
FCF CAGR (5y)--------21.5%-
Book value growth (YoY)10.1%46.2%109.5%159.4%10.4%-69.8%-78.3%-37.0%-1.9%29.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-06-30.

Product / service

$1.14B total
Product$704.46M · 61.8%
Subscription And Support$435.61M · 38.2%

Geographic

$1.74B total
Americas$596.71M · 34.4%
US$547.66M · 31.5%
EMEA$451.65M · 26.0%
Asia Pacific$91.71M · 5.3%
Other Americas$49.05M · 2.8%

Peer comparison

Same SIC group: Computer Communications Equipment

CompanyRevenue (last FY)Net marginROE
ANET$9.01B39.0%28.4%
FFIV$3.09B22.4%19.3%
CSCO---
JNPR---
ATEN$290.56M14.5%19.9%

Comparing EXTREME NETWORKS INC against the 5 most active filers in the same SIC group.