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AGILYSYS INC（AGYS）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AGILYSYS INC的13.6倍（$1.1B vs $80.4M）。AGILYSYS INC净利率更高（12.3% vs 7.8%，领先4.5%）。AGILYSYS INC同比增速更快（15.6% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $22.7M）
Agilysys Inc.是一家美国软件企业，专注于为酒店业开发及销售专有企业级软件与相关产品，核心业务覆盖销售点管理、物业管理、库存采购、文档管理、劳动力管理以及移动无线产品等多个领域，为 hospitality 行业客户提供一体化的数字化解决方案。
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。
AGYS vs AKAM — 直观对比
营收规模更大
AKAM
是对方的13.6倍
$80.4M
营收增速更快
AGYS
高出8.2%
7.4%
净利率更高
AGYS
高出4.5%
7.8%
自由现金流更多
AKAM
多$212.2M
$22.7M
损益表 — Q3 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $80.4M | $1.1B |
| 净利润 | $9.9M | $85.1M |
| 毛利率 | 62.5% | 58.7% |
| 营业利润率 | 14.6% | 8.7% |
| 净利率 | 12.3% | 7.8% |
| 营收同比 | 15.6% | 7.4% |
| 净利润同比 | 158.4% | -39.2% |
| 每股收益（稀释后） | $0.35 | $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AGYSAKAM
| Q4 25 | $80.4M | $1.1B | ||
| Q3 25 | $79.3M | $1.1B | ||
| Q2 25 | $76.7M | $1.0B | ||
| Q1 25 | — | $1.0B | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $979.6M | ||
| Q1 24 | — | $987.0M |
净利润AGYSAKAM
| Q4 25 | $9.9M | $85.1M | ||
| Q3 25 | $11.7M | $140.2M | ||
| Q2 25 | $4.9M | $103.6M | ||
| Q1 25 | — | $123.2M | ||
| Q4 24 | — | $139.9M | ||
| Q3 24 | — | $57.9M | ||
| Q2 24 | — | $131.7M | ||
| Q1 24 | — | $175.4M |
毛利率AGYSAKAM
| Q4 25 | 62.5% | 58.7% | ||
| Q3 25 | 61.7% | 59.3% | ||
| Q2 25 | 61.7% | 59.1% | ||
| Q1 25 | — | 58.7% | ||
| Q4 24 | — | 59.4% | ||
| Q3 24 | — | 59.3% | ||
| Q2 24 | — | 58.9% | ||
| Q1 24 | — | 60.0% |
营业利润率AGYSAKAM
| Q4 25 | 14.6% | 8.7% | ||
| Q3 25 | 17.8% | 15.7% | ||
| Q2 25 | 5.9% | 14.5% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 14.5% | ||
| Q3 24 | — | 7.0% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 16.9% |
净利率AGYSAKAM
| Q4 25 | 12.3% | 7.8% | ||
| Q3 25 | 14.8% | 13.3% | ||
| Q2 25 | 6.4% | 9.9% | ||
| Q1 25 | — | 12.1% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | 5.8% | ||
| Q2 24 | — | 13.4% | ||
| Q1 24 | — | 17.8% |
每股收益（稀释后）AGYSAKAM
| Q4 25 | $0.35 | $0.57 | ||
| Q3 25 | $0.41 | $0.97 | ||
| Q2 25 | $0.17 | $0.71 | ||
| Q1 25 | — | $0.82 | ||
| Q4 24 | — | $0.92 | ||
| Q3 24 | — | $0.38 | ||
| Q2 24 | — | $0.86 | ||
| Q1 24 | — | $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 | $81.5M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $313.1M | $5.0B |
| 总资产 | $475.2M | $11.5B |
| 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AGYSAKAM
| Q4 25 | $81.5M | $1.2B | ||
| Q3 25 | $59.3M | $1.1B | ||
| Q2 25 | $55.6M | $966.6M | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.6B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.6B | ||
| Q1 24 | — | $1.7B |
股东权益AGYSAKAM
| Q4 25 | $313.1M | $5.0B | ||
| Q3 25 | $296.7M | $4.7B | ||
| Q2 25 | $283.2M | $4.5B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.9B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $4.6B |
总资产AGYSAKAM
| Q4 25 | $475.2M | $11.5B | ||
| Q3 25 | $425.6M | $10.8B | ||
| Q2 25 | $426.0M | $10.5B | ||
| Q1 25 | — | $10.0B | ||
| Q4 24 | — | $10.4B | ||
| Q3 24 | — | $10.2B | ||
| Q2 24 | — | $10.1B | ||
| Q1 24 | — | $9.9B |
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 | $23.3M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $22.7M | $234.9M |
| 自由现金流率自由现金流/营收 | 28.3% | 21.5% |
| 资本支出强度资本支出/营收 | 0.7% | 12.0% |
| 现金转化率经营现金流/净利润 | 2.35× | 4.31× |
| 过去12个月自由现金流最近4个季度 | — | $1.0B |
8季度趋势，按日历期对齐
经营现金流AGYSAKAM
| Q4 25 | $23.3M | $366.6M | ||
| Q3 25 | $15.2M | $441.8M | ||
| Q2 25 | $-4.3M | $459.1M | ||
| Q1 25 | — | $251.2M | ||
| Q4 24 | — | $343.8M | ||
| Q3 24 | — | $392.5M | ||
| Q2 24 | — | $431.0M | ||
| Q1 24 | — | $351.9M |
自由现金流AGYSAKAM
| Q4 25 | $22.7M | $234.9M | ||
| Q3 25 | $15.0M | $329.1M | ||
| Q2 25 | $-5.0M | $313.6M | ||
| Q1 25 | — | $133.4M | ||
| Q4 24 | — | $250.9M | ||
| Q3 24 | — | $279.7M | ||
| Q2 24 | — | $340.0M | ||
| Q1 24 | — | $258.1M |
自由现金流率AGYSAKAM
| Q4 25 | 28.3% | 21.5% | ||
| Q3 25 | 18.9% | 31.2% | ||
| Q2 25 | -6.5% | 30.1% | ||
| Q1 25 | — | 13.1% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 27.8% | ||
| Q2 24 | — | 34.7% | ||
| Q1 24 | — | 26.2% |
资本支出强度AGYSAKAM
| Q4 25 | 0.7% | 12.0% | ||
| Q3 25 | 0.3% | 10.7% | ||
| Q2 25 | 0.8% | 13.9% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 9.3% | ||
| Q1 24 | — | 9.5% |
现金转化率AGYSAKAM
| Q4 25 | 2.35× | 4.31× | ||
| Q3 25 | 1.30× | 3.15× | ||
| Q2 25 | -0.89× | 4.43× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 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
AGYS
| Subscription And Maintenance | $52.0M | 65% |
| Professional Services | $17.7M | 22% |
| Products | $10.7M | 13% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
