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ADVANCED ENERGY INDUSTRIES INC（AEIS）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ADVANCED ENERGY INDUSTRIES INC的2.2倍（$1.1B vs $489.4M）。ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 7.8%，领先2.9%）。ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $43.0M）。过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 5.3%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
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。
AEIS vs AKAM — 直观对比
营收规模更大
AKAM
是对方的2.2倍
$489.4M
营收增速更快
AEIS
高出10.5%
7.4%
净利率更高
AEIS
高出2.9%
7.8%
自由现金流更多
AKAM
多$191.9M
$43.0M
两年增速更快
AEIS
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $1.1B |
| 净利润 | $52.3M | $85.1M |
| 毛利率 | 38.6% | 58.7% |
| 营业利润率 | 11.6% | 8.7% |
| 净利率 | 10.7% | 7.8% |
| 营收同比 | 17.8% | 7.4% |
| 净利润同比 | 7.4% | -39.2% |
| 每股收益（稀释后） | $1.32 | $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AEISAKAM
| Q4 25 | $489.4M | $1.1B | ||
| Q3 25 | $463.3M | $1.1B | ||
| Q2 25 | $441.5M | $1.0B | ||
| Q1 25 | $404.6M | $1.0B | ||
| Q4 24 | $415.4M | $1.0B | ||
| Q3 24 | $374.2M | $1.0B | ||
| Q2 24 | $364.9M | $979.6M | ||
| Q1 24 | $327.5M | $987.0M |
净利润AEISAKAM
| Q4 25 | $52.3M | $85.1M | ||
| Q3 25 | $46.2M | $140.2M | ||
| Q2 25 | $25.2M | $103.6M | ||
| Q1 25 | $24.7M | $123.2M | ||
| Q4 24 | $48.7M | $139.9M | ||
| Q3 24 | $-14.9M | $57.9M | ||
| Q2 24 | $15.0M | $131.7M | ||
| Q1 24 | $5.4M | $175.4M |
毛利率AEISAKAM
| Q4 25 | 38.6% | 58.7% | ||
| Q3 25 | 37.6% | 59.3% | ||
| Q2 25 | 37.0% | 59.1% | ||
| Q1 25 | 37.2% | 58.7% | ||
| Q4 24 | 37.2% | 59.4% | ||
| Q3 24 | 35.8% | 59.3% | ||
| Q2 24 | 35.0% | 58.9% | ||
| Q1 24 | 34.5% | 60.0% |
营业利润率AEISAKAM
| Q4 25 | 11.6% | 8.7% | ||
| Q3 25 | 10.6% | 15.7% | ||
| Q2 25 | 7.2% | 14.5% | ||
| Q1 25 | 7.6% | 15.2% | ||
| Q4 24 | 8.2% | 14.5% | ||
| Q3 24 | -3.0% | 7.0% | ||
| Q2 24 | 3.6% | 15.1% | ||
| Q1 24 | 0.2% | 16.9% |
净利率AEISAKAM
| Q4 25 | 10.7% | 7.8% | ||
| Q3 25 | 10.0% | 13.3% | ||
| Q2 25 | 5.7% | 9.9% | ||
| Q1 25 | 6.1% | 12.1% | ||
| Q4 24 | 11.7% | 13.7% | ||
| Q3 24 | -4.0% | 5.8% | ||
| Q2 24 | 4.1% | 13.4% | ||
| Q1 24 | 1.6% | 17.8% |
每股收益（稀释后）AEISAKAM
| Q4 25 | $1.32 | $0.57 | ||
| Q3 25 | $1.20 | $0.97 | ||
| Q2 25 | $0.67 | $0.71 | ||
| Q1 25 | $0.65 | $0.82 | ||
| Q4 24 | $1.29 | $0.92 | ||
| Q3 24 | $-0.40 | $0.38 | ||
| Q2 24 | $0.40 | $0.86 | ||
| Q1 24 | $0.14 | $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 | $791.2M | $1.2B |
| 总债务越低越好 | $567.5M | — |
| 股东权益账面价值 | $1.4B | $5.0B |
| 总资产 | $2.5B | $11.5B |
| 负债/权益比越低杠杆越低 | 0.42× | — |
8季度趋势，按日历期对齐
现金及短期投资AEISAKAM
| Q4 25 | $791.2M | $1.2B | ||
| Q3 25 | $758.6M | $1.1B | ||
| Q2 25 | $713.5M | $966.6M | ||
| Q1 25 | $723.0M | $1.3B | ||
| Q4 24 | $722.1M | $1.6B | ||
| Q3 24 | $657.3M | $1.7B | ||
| Q2 24 | $986.1M | $1.6B | ||
| Q1 24 | $1.0B | $1.7B |
总债务AEISAKAM
| Q4 25 | $567.5M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $564.7M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $907.3M | — | ||
| Q1 24 | $911.5M | — |
股东权益AEISAKAM
| Q4 25 | $1.4B | $5.0B | ||
| Q3 25 | $1.3B | $4.7B | ||
| Q2 25 | $1.3B | $4.5B | ||
| Q1 25 | $1.2B | $4.6B | ||
| Q4 24 | $1.2B | $4.9B | ||
| Q3 24 | $1.2B | $4.8B | ||
| Q2 24 | $1.2B | $4.8B | ||
| Q1 24 | $1.1B | $4.6B |
总资产AEISAKAM
| Q4 25 | $2.5B | $11.5B | ||
| Q3 25 | $2.4B | $10.8B | ||
| Q2 25 | $2.4B | $10.5B | ||
| Q1 25 | $2.3B | $10.0B | ||
| Q4 24 | $2.3B | $10.4B | ||
| Q3 24 | $2.2B | $10.2B | ||
| Q2 24 | $2.5B | $10.1B | ||
| Q1 24 | $2.5B | $9.9B |
负债/权益比AEISAKAM
| Q4 25 | 0.42× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 0.78× | — | ||
| Q1 24 | 0.80× | — |
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 | $80.5M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $234.9M |
| 自由现金流率自由现金流/营收 | 8.8% | 21.5% |
| 资本支出强度资本支出/营收 | 7.7% | 12.0% |
| 现金转化率经营现金流/净利润 | 1.54× | 4.31× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $1.0B |
8季度趋势，按日历期对齐
经营现金流AEISAKAM
| Q4 25 | $80.5M | $366.6M | ||
| Q3 25 | $78.7M | $441.8M | ||
| Q2 25 | $45.2M | $459.1M | ||
| Q1 25 | $28.9M | $251.2M | ||
| Q4 24 | $82.7M | $343.8M | ||
| Q3 24 | $34.1M | $392.5M | ||
| Q2 24 | $6.7M | $431.0M | ||
| Q1 24 | $7.3M | $351.9M |
自由现金流AEISAKAM
| Q4 25 | $43.0M | $234.9M | ||
| Q3 25 | $50.8M | $329.1M | ||
| Q2 25 | $17.1M | $313.6M | ||
| Q1 25 | $15.0M | $133.4M | ||
| Q4 24 | $69.9M | $250.9M | ||
| Q3 24 | $21.4M | $279.7M | ||
| Q2 24 | $-8.1M | $340.0M | ||
| Q1 24 | $-9.3M | $258.1M |
自由现金流率AEISAKAM
| Q4 25 | 8.8% | 21.5% | ||
| Q3 25 | 11.0% | 31.2% | ||
| Q2 25 | 3.9% | 30.1% | ||
| Q1 25 | 3.7% | 13.1% | ||
| Q4 24 | 16.8% | 24.6% | ||
| Q3 24 | 5.7% | 27.8% | ||
| Q2 24 | -2.2% | 34.7% | ||
| Q1 24 | -2.9% | 26.2% |
资本支出强度AEISAKAM
| Q4 25 | 7.7% | 12.0% | ||
| Q3 25 | 6.0% | 10.7% | ||
| Q2 25 | 6.4% | 13.9% | ||
| Q1 25 | 3.4% | 11.6% | ||
| Q4 24 | 3.1% | 9.1% | ||
| Q3 24 | 3.4% | 11.2% | ||
| Q2 24 | 4.0% | 9.3% | ||
| Q1 24 | 5.1% | 9.5% |
现金转化率AEISAKAM
| Q4 25 | 1.54× | 4.31× | ||
| Q3 25 | 1.70× | 3.15× | ||
| Q2 25 | 1.79× | 4.43× | ||
| Q1 25 | 1.17× | 2.04× | ||
| Q4 24 | 1.70× | 2.46× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | 0.45× | 3.27× | ||
| Q1 24 | 1.35× | 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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
