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アカマイ・テクノロジーズ（AKAM）とIES Holdings, Inc.（IESC）の財務データ比較。上の社名をクリックして会社を切り替えられます
アカマイ・テクノロジーズの直近四半期売上が大きい（$1.1B vs $871.0M、IES Holdings, Inc.の約1.2倍）。IES Holdings, Inc.の純利益率が高く（10.5% vs 9.9%、差は0.6%）。IES Holdings, Inc.の前年同期比売上増加率が高い（16.2% vs -2.3%）。過去8四半期でIES Holdings, Inc.の売上複合成長率が高い（11.1% vs 4.7%）
アカマイ・テクノロジーズは米国をはじめ世界各国で、コンテンツや業務アプリケーションのセキュリティ保護、配信、パフォーマンス最適化を実現するクラウドサービスを提供しています。インフラ、Webサイト、アプリ、API、ユーザーをサイバー攻撃から守り性能向上を支援するほか、動的サイトやアプリ向けのWeb・モバイル性能改善ソリューションも展開しています。
IES Holdings, Inc.は旧社名Integrated Electrical Services, Inc.で、統合電気・技術システムの設計・設置を手がけるほか、データセンター、住宅、商業施設・工業施設など多様な末端市場向けにインフラ関連製品・サービスを提供している。
AKAM vs IESC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $871.0M |
| 純利益 | $106.3M | $91.8M |
| 粗利率 | 98.0% | 25.3% |
| 営業利益率 | 10.7% | 11.2% |
| 純利益率 | 9.9% | 10.5% |
| 売上前年比 | -2.3% | 16.2% |
| 純利益前年比 | -13.7% | 59.1% |
| EPS（希薄化後） | $0.71 | $4.51 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $871.0M | ||
| Q3 25 | $1.1B | $897.8M | ||
| Q2 25 | $1.0B | $890.2M | ||
| Q1 25 | $1.0B | $834.0M | ||
| Q4 24 | $1.0B | $749.5M | ||
| Q3 24 | $1.0B | $775.8M | ||
| Q2 24 | $979.6M | $768.4M |
| Q1 26 | $106.3M | — | ||
| Q4 25 | $85.1M | $91.8M | ||
| Q3 25 | $140.2M | $102.3M | ||
| Q2 25 | $103.6M | $79.3M | ||
| Q1 25 | $123.2M | $72.6M | ||
| Q4 24 | $139.9M | $57.7M | ||
| Q3 24 | $57.9M | $65.5M | ||
| Q2 24 | $131.7M | $66.6M |
| Q1 26 | 98.0% | — | ||
| Q4 25 | 58.7% | 25.3% | ||
| Q3 25 | 59.3% | 26.0% | ||
| Q2 25 | 59.1% | 26.9% | ||
| Q1 25 | 58.7% | 25.0% | ||
| Q4 24 | 59.4% | 23.8% | ||
| Q3 24 | 59.3% | 24.0% | ||
| Q2 24 | 58.9% | 25.3% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 8.7% | 11.2% | ||
| Q3 25 | 15.7% | 11.6% | ||
| Q2 25 | 14.5% | 12.6% | ||
| Q1 25 | 15.2% | 11.1% | ||
| Q4 24 | 14.5% | 10.0% | ||
| Q3 24 | 7.0% | 9.7% | ||
| Q2 24 | 15.1% | 11.7% |
| Q1 26 | 9.9% | — | ||
| Q4 25 | 7.8% | 10.5% | ||
| Q3 25 | 13.3% | 11.4% | ||
| Q2 25 | 9.9% | 8.9% | ||
| Q1 25 | 12.1% | 8.7% | ||
| Q4 24 | 13.7% | 7.7% | ||
| Q3 24 | 5.8% | 8.4% | ||
| Q2 24 | 13.4% | 8.7% |
| Q1 26 | $0.71 | — | ||
| Q4 25 | $0.57 | $4.51 | ||
| Q3 25 | $0.97 | $4.99 | ||
| Q2 25 | $0.71 | $3.81 | ||
| Q1 25 | $0.82 | $3.50 | ||
| Q4 24 | $0.92 | $2.72 | ||
| Q3 24 | $0.38 | $3.06 | ||
| Q2 24 | $0.86 | $2.67 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $622.4M | $258.7M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $4.9B | $961.1M |
| 総資産 | $11.6B | $1.7B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $622.4M | — | ||
| Q4 25 | $1.2B | $258.7M | ||
| Q3 25 | $1.1B | $231.8M | ||
| Q2 25 | $966.6M | $168.3M | ||
| Q1 25 | $1.3B | $88.3M | ||
| Q4 24 | $1.6B | $112.0M | ||
| Q3 24 | $1.7B | $135.8M | ||
| Q2 24 | $1.6B | $44.9M |
| Q1 26 | $4.9B | — | ||
| Q4 25 | $5.0B | $961.1M | ||
| Q3 25 | $4.7B | $884.0M | ||
| Q2 25 | $4.5B | $781.4M | ||
| Q1 25 | $4.6B | $705.8M | ||
| Q4 24 | $4.9B | $652.4M | ||
| Q3 24 | $4.8B | $611.1M | ||
| Q2 24 | $4.8B | $567.5M |
| Q1 26 | $11.6B | — | ||
| Q4 25 | $11.5B | $1.7B | ||
| Q3 25 | $10.8B | $1.6B | ||
| Q2 25 | $10.5B | $1.5B | ||
| Q1 25 | $10.0B | $1.4B | ||
| Q4 24 | $10.4B | $1.3B | ||
| Q3 24 | $10.2B | $1.2B | ||
| Q2 24 | $10.1B | $1.2B |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $312.5M | $27.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $-18.9M |
| FCFマージンFCF / 売上 | — | -2.2% |
| 設備投資強度設備投資 / 売上 | 19.2% | 5.3% |
| キャッシュ転換率営業CF / 純利益 | 2.94× | 0.30× |
| 直近12ヶ月FCF直近4四半期 | — | $175.9M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $312.5M | — | ||
| Q4 25 | $366.6M | $27.7M | ||
| Q3 25 | $441.8M | $132.0M | ||
| Q2 25 | $459.1M | $92.0M | ||
| Q1 25 | $251.2M | $24.8M | ||
| Q4 24 | $343.8M | $37.3M | ||
| Q3 24 | $392.5M | $92.8M | ||
| Q2 24 | $431.0M | $82.9M |
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $-18.9M | ||
| Q3 25 | $329.1M | $112.0M | ||
| Q2 25 | $313.6M | $74.8M | ||
| Q1 25 | $133.4M | $7.9M | ||
| Q4 24 | $250.9M | $24.1M | ||
| Q3 24 | $279.7M | $78.5M | ||
| Q2 24 | $340.0M | $65.4M |
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | -2.2% | ||
| Q3 25 | 31.2% | 12.5% | ||
| Q2 25 | 30.1% | 8.4% | ||
| Q1 25 | 13.1% | 0.9% | ||
| Q4 24 | 24.6% | 3.2% | ||
| Q3 24 | 27.8% | 10.1% | ||
| Q2 24 | 34.7% | 8.5% |
| Q1 26 | 19.2% | — | ||
| Q4 25 | 12.0% | 5.3% | ||
| Q3 25 | 10.7% | 2.2% | ||
| Q2 25 | 13.9% | 1.9% | ||
| Q1 25 | 11.6% | 2.0% | ||
| Q4 24 | 9.1% | 1.8% | ||
| Q3 24 | 11.2% | 1.8% | ||
| Q2 24 | 9.3% | 2.3% |
| Q1 26 | 2.94× | — | ||
| Q4 25 | 4.31× | 0.30× | ||
| Q3 25 | 3.15× | 1.29× | ||
| Q2 25 | 4.43× | 1.16× | ||
| Q1 25 | 2.04× | 0.34× | ||
| Q4 24 | 2.46× | 0.65× | ||
| Q3 24 | 6.78× | 1.42× | ||
| Q2 24 | 3.27× | 1.24× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
AKAM
| Security | $589.8M | 55% |
| Delivery and other cloud applications | $389.2M | 36% |
| Cloud Infrastructure Services | $94.6M | 9% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
