vs
ACI WORLDWIDE, INC.（ACIW）与阿卡迈（AKAM）财务数据对比。点击上方公司名可切换其他公司
阿卡迈的季度营收约是ACI WORLDWIDE, INC.的2.3倍（$1.1B vs $481.6M）。ACI WORLDWIDE, INC.净利率更高（13.4% vs 7.8%，领先5.6%）。阿卡迈同比增速更快（7.4% vs 6.3%）。阿卡迈自由现金流更多（$234.9M vs $116.6M）。过去两年ACI WORLDWIDE, INC.的营收复合增速更高（23.4% vs 5.3%）
ACI Worldwide是全球领先的数字支付软件企业，总部位于美国内布拉斯加州埃尔克霍恩，为94个国家的客户提供服务，每日处理数十亿笔交易，总价值达数万亿美元。其智能解决方案服务于银行、金融机构、商户、账单服务商、收单机构、发卡机构及第三方支付服务商，支持全渠道搭建安全支付体系。
阿卡迈是全球领先的云服务提供商，业务覆盖美国及全球其他地区，可为客户提供内容与商业应用的安全防护、分发及性能优化服务。其云解决方案能保障基础设施、网站、应用、API及用户免受各类网络攻击，同时提升运行效率，还可针对动态网站、应用及媒体场景提供Web与移动端性能优化方案。
ACIW vs AKAM — 直观对比
营收规模更大
AKAM
是对方的2.3倍
$481.6M
营收增速更快
AKAM
高出1.0%
6.3%
净利率更高
ACIW
高出5.6%
7.8%
自由现金流更多
AKAM
多$118.3M
$116.6M
两年增速更快
ACIW
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $481.6M | $1.1B |
| 净利润 | $64.3M | $85.1M |
| 毛利率 | 53.0% | 58.7% |
| 营业利润率 | 22.6% | 8.7% |
| 净利率 | 13.4% | 7.8% |
| 营收同比 | 6.3% | 7.4% |
| 净利润同比 | -34.7% | -39.2% |
| 每股收益（稀释后） | $0.61 | $0.57 |
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ACIWAKAM
| Q4 25 | $481.6M | $1.1B | ||
| Q3 25 | $482.4M | $1.1B | ||
| Q2 25 | $401.3M | $1.0B | ||
| Q1 25 | $394.6M | $1.0B | ||
| Q4 24 | $453.0M | $1.0B | ||
| Q3 24 | $451.8M | $1.0B | ||
| Q2 24 | $373.5M | $979.6M | ||
| Q1 24 | $316.0M | $987.0M |
净利润ACIWAKAM
| Q4 25 | $64.3M | $85.1M | ||
| Q3 25 | $91.3M | $140.2M | ||
| Q2 25 | $12.2M | $103.6M | ||
| Q1 25 | $58.9M | $123.2M | ||
| Q4 24 | $98.6M | $139.9M | ||
| Q3 24 | $81.4M | $57.9M | ||
| Q2 24 | $30.9M | $131.7M | ||
| Q1 24 | $-7.8M | $175.4M |
毛利率ACIWAKAM
| Q4 25 | 53.0% | 58.7% | ||
| Q3 25 | 53.7% | 59.3% | ||
| Q2 25 | 41.5% | 59.1% | ||
| Q1 25 | 45.9% | 58.7% | ||
| Q4 24 | 55.8% | 59.4% | ||
| Q3 24 | 56.3% | 59.3% | ||
| Q2 24 | 45.6% | 58.9% | ||
| Q1 24 | 39.5% | 60.0% |
营业利润率ACIWAKAM
| Q4 25 | 22.6% | 8.7% | ||
| Q3 25 | 26.5% | 15.7% | ||
| Q2 25 | 8.7% | 14.5% | ||
| Q1 25 | 14.8% | 15.2% | ||
| Q4 24 | 27.0% | 14.5% | ||
| Q3 24 | 27.1% | 7.0% | ||
| Q2 24 | 14.4% | 15.1% | ||
| Q1 24 | 3.0% | 16.9% |
净利率ACIWAKAM
| Q4 25 | 13.4% | 7.8% | ||
| Q3 25 | 18.9% | 13.3% | ||
| Q2 25 | 3.0% | 9.9% | ||
| Q1 25 | 14.9% | 12.1% | ||
| Q4 24 | 21.8% | 13.7% | ||
| Q3 24 | 18.0% | 5.8% | ||
| Q2 24 | 8.3% | 13.4% | ||
| Q1 24 | -2.5% | 17.8% |
每股收益（稀释后）ACIWAKAM
| Q4 25 | $0.61 | $0.57 | ||
| Q3 25 | $0.88 | $0.97 | ||
| Q2 25 | $0.12 | $0.71 | ||
| Q1 25 | $0.55 | $0.82 | ||
| Q4 24 | $0.92 | $0.92 | ||
| Q3 24 | $0.77 | $0.38 | ||
| Q2 24 | $0.29 | $0.86 | ||
| Q1 24 | $-0.07 | $1.11 |
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 | $196.5M | $1.2B |
| 总债务越低越好 | $817.6M | — |
| 股东权益账面价值 | $1.5B | $5.0B |
| 总资产 | $3.1B | $11.5B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势，按日历期对齐
现金及短期投资ACIWAKAM
| Q4 25 | $196.5M | $1.2B | ||
| Q3 25 | $199.3M | $1.1B | ||
| Q2 25 | $189.7M | $966.6M | ||
| Q1 25 | $230.1M | $1.3B | ||
| Q4 24 | $216.4M | $1.6B | ||
| Q3 24 | $177.9M | $1.7B | ||
| Q2 24 | $157.0M | $1.6B | ||
| Q1 24 | $183.4M | $1.7B |
总债务ACIWAKAM
| Q4 25 | $817.6M | — | ||
| Q3 25 | $867.8M | — | ||
| Q2 25 | $898.0M | — | ||
| Q1 25 | $845.9M | — | ||
| Q4 24 | $924.6M | — | ||
| Q3 24 | $994.3M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
股东权益ACIWAKAM
| Q4 25 | $1.5B | $5.0B | ||
| Q3 25 | $1.5B | $4.7B | ||
| Q2 25 | $1.4B | $4.5B | ||
| Q1 25 | $1.5B | $4.6B | ||
| Q4 24 | $1.4B | $4.9B | ||
| Q3 24 | $1.3B | $4.8B | ||
| Q2 24 | $1.2B | $4.8B | ||
| Q1 24 | $1.3B | $4.6B |
总资产ACIWAKAM
| Q4 25 | $3.1B | $11.5B | ||
| Q3 25 | $3.2B | $10.8B | ||
| Q2 25 | $3.1B | $10.5B | ||
| Q1 25 | $3.2B | $10.0B | ||
| Q4 24 | $3.0B | $10.4B | ||
| Q3 24 | $3.1B | $10.2B | ||
| Q2 24 | $3.4B | $10.1B | ||
| Q1 24 | $3.3B | $9.9B |
负债/权益比ACIWAKAM
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.59× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.65× | — | ||
| Q3 24 | 0.75× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.81× | — |
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 | $121.8M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $116.6M | $234.9M |
| 自由现金流率自由现金流/营收 | 24.2% | 21.5% |
| 资本支出强度资本支出/营收 | 1.1% | 12.0% |
| 现金转化率经营现金流/净利润 | 1.89× | 4.31× |
| 过去12个月自由现金流最近4个季度 | $309.9M | $1.0B |
8季度趋势，按日历期对齐
经营现金流ACIWAKAM
| Q4 25 | $121.8M | $366.6M | ||
| Q3 25 | $73.0M | $441.8M | ||
| Q2 25 | $49.8M | $459.1M | ||
| Q1 25 | $78.2M | $251.2M | ||
| Q4 24 | $126.5M | $343.8M | ||
| Q3 24 | $54.0M | $392.5M | ||
| Q2 24 | $55.0M | $431.0M | ||
| Q1 24 | $123.2M | $351.9M |
自由现金流ACIWAKAM
| Q4 25 | $116.6M | $234.9M | ||
| Q3 25 | $69.6M | $329.1M | ||
| Q2 25 | $47.6M | $313.6M | ||
| Q1 25 | $76.1M | $133.4M | ||
| Q4 24 | $119.5M | $250.9M | ||
| Q3 24 | $50.5M | $279.7M | ||
| Q2 24 | $53.3M | $340.0M | ||
| Q1 24 | $120.0M | $258.1M |
自由现金流率ACIWAKAM
| Q4 25 | 24.2% | 21.5% | ||
| Q3 25 | 14.4% | 31.2% | ||
| Q2 25 | 11.9% | 30.1% | ||
| Q1 25 | 19.3% | 13.1% | ||
| Q4 24 | 26.4% | 24.6% | ||
| Q3 24 | 11.2% | 27.8% | ||
| Q2 24 | 14.3% | 34.7% | ||
| Q1 24 | 38.0% | 26.2% |
资本支出强度ACIWAKAM
| Q4 25 | 1.1% | 12.0% | ||
| Q3 25 | 0.7% | 10.7% | ||
| Q2 25 | 0.5% | 13.9% | ||
| Q1 25 | 0.5% | 11.6% | ||
| Q4 24 | 1.5% | 9.1% | ||
| Q3 24 | 0.8% | 11.2% | ||
| Q2 24 | 0.5% | 9.3% | ||
| Q1 24 | 1.0% | 9.5% |
现金转化率ACIWAKAM
| Q4 25 | 1.89× | 4.31× | ||
| Q3 25 | 0.80× | 3.15× | ||
| Q2 25 | 4.08× | 4.43× | ||
| Q1 25 | 1.33× | 2.04× | ||
| Q4 24 | 1.28× | 2.46× | ||
| Q3 24 | 0.66× | 6.78× | ||
| Q2 24 | 1.78× | 3.27× | ||
| Q1 24 | — | 2.01× |
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
ACIW
| Issuing And Acquiring | $183.7M | 38% |
| License | $158.3M | 33% |
| Maintenance | $50.8M | 11% |
| Software And Platform Service | $49.6M | 10% |
| Merchant Payments | $42.4M | 9% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
