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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是阿卡迈的1.1倍（$1.2B vs $1.1B），APPLIED INDUSTRIAL TECHNOLOGIES INC净利率更高（8.2% vs 7.8%，领先0.4%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $93.4M），过去两年阿卡迈的营收复合增速更高（5.3% vs 0.7%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs AKAM — 直观对比
营收规模更大
AIT
是对方的1.1倍
$1.1B
营收增速更快
AIT
高出1.0%
7.4%
净利率更高
AIT
高出0.4%
7.8%
自由现金流更多
AKAM
多$141.5M
$93.4M
两年增速更快
AKAM
近两年复合增速
0.7%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.1B |
| 净利润 | $95.3M | $85.1M |
| 毛利率 | 30.4% | 58.7% |
| 营业利润率 | 10.6% | 8.7% |
| 净利率 | 8.2% | 7.8% |
| 营收同比 | 8.4% | 7.4% |
| 净利润同比 | 2.2% | -39.2% |
| 每股收益（稀释后） | $2.51 | $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AITAKAM
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.2B | $1.0B | ||
| Q4 24 | $1.1B | $1.0B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.2B | $979.6M | ||
| Q1 24 | $1.1B | $987.0M |
净利润AITAKAM
| Q4 25 | $95.3M | $85.1M | ||
| Q3 25 | $100.8M | $140.2M | ||
| Q2 25 | $107.8M | $103.6M | ||
| Q1 25 | $99.8M | $123.2M | ||
| Q4 24 | $93.3M | $139.9M | ||
| Q3 24 | $92.1M | $57.9M | ||
| Q2 24 | $103.5M | $131.7M | ||
| Q1 24 | $97.2M | $175.4M |
毛利率AITAKAM
| Q4 25 | 30.4% | 58.7% | ||
| Q3 25 | 30.1% | 59.3% | ||
| Q2 25 | 30.6% | 59.1% | ||
| Q1 25 | 30.5% | 58.7% | ||
| Q4 24 | 30.6% | 59.4% | ||
| Q3 24 | 29.6% | 59.3% | ||
| Q2 24 | 30.7% | 58.9% | ||
| Q1 24 | 29.5% | 60.0% |
营业利润率AITAKAM
| Q4 25 | 10.6% | 8.7% | ||
| Q3 25 | 10.8% | 15.7% | ||
| Q2 25 | 11.0% | 14.5% | ||
| Q1 25 | 11.1% | 15.2% | ||
| Q4 24 | 11.3% | 14.5% | ||
| Q3 24 | 10.3% | 7.0% | ||
| Q2 24 | 12.0% | 15.1% | ||
| Q1 24 | 10.6% | 16.9% |
净利率AITAKAM
| Q4 25 | 8.2% | 7.8% | ||
| Q3 25 | 8.4% | 13.3% | ||
| Q2 25 | 8.8% | 9.9% | ||
| Q1 25 | 8.6% | 12.1% | ||
| Q4 24 | 8.7% | 13.7% | ||
| Q3 24 | 8.4% | 5.8% | ||
| Q2 24 | 8.9% | 13.4% | ||
| Q1 24 | 8.5% | 17.8% |
每股收益（稀释后）AITAKAM
| Q4 25 | $2.51 | $0.57 | ||
| Q3 25 | $2.63 | $0.97 | ||
| Q2 25 | $2.80 | $0.71 | ||
| Q1 25 | $2.57 | $0.82 | ||
| Q4 24 | $2.39 | $0.92 | ||
| Q3 24 | $2.36 | $0.38 | ||
| Q2 24 | $2.64 | $0.86 | ||
| Q1 24 | $2.48 | $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 | $406.0M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $5.0B |
| 总资产 | $3.2B | $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AITAKAM
| Q4 25 | $406.0M | $1.2B | ||
| Q3 25 | $418.7M | $1.1B | ||
| Q2 25 | $388.4M | $966.6M | ||
| Q1 25 | $352.8M | $1.3B | ||
| Q4 24 | $303.4M | $1.6B | ||
| Q3 24 | $538.5M | $1.7B | ||
| Q2 24 | $460.6M | $1.6B | ||
| Q1 24 | $456.5M | $1.7B |
股东权益AITAKAM
| Q4 25 | $1.9B | $5.0B | ||
| Q3 25 | $1.9B | $4.7B | ||
| Q2 25 | $1.8B | $4.5B | ||
| Q1 25 | $1.8B | $4.6B | ||
| Q4 24 | $1.8B | $4.9B | ||
| Q3 24 | $1.8B | $4.8B | ||
| Q2 24 | $1.7B | $4.8B | ||
| Q1 24 | $1.7B | $4.6B |
总资产AITAKAM
| Q4 25 | $3.2B | $11.5B | ||
| Q3 25 | $3.2B | $10.8B | ||
| Q2 25 | $3.2B | $10.5B | ||
| Q1 25 | $3.1B | $10.0B | ||
| Q4 24 | $3.0B | $10.4B | ||
| Q3 24 | $3.0B | $10.2B | ||
| Q2 24 | $3.0B | $10.1B | ||
| Q1 24 | $2.9B | $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 | $99.7M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $93.4M | $234.9M |
| 自由现金流率自由现金流/营收 | 8.0% | 21.5% |
| 资本支出强度资本支出/营收 | 0.5% | 12.0% |
| 现金转化率经营现金流/净利润 | 1.05× | 4.31× |
| 过去12个月自由现金流最近4个季度 | $458.5M | $1.0B |
8季度趋势，按日历期对齐
经营现金流AITAKAM
| Q4 25 | $99.7M | $366.6M | ||
| Q3 25 | $119.3M | $441.8M | ||
| Q2 25 | $147.0M | $459.1M | ||
| Q1 25 | $122.5M | $251.2M | ||
| Q4 24 | $95.1M | $343.8M | ||
| Q3 24 | $127.7M | $392.5M | ||
| Q2 24 | $119.2M | $431.0M | ||
| Q1 24 | $84.2M | $351.9M |
自由现金流AITAKAM
| Q4 25 | $93.4M | $234.9M | ||
| Q3 25 | $112.0M | $329.1M | ||
| Q2 25 | $138.2M | $313.6M | ||
| Q1 25 | $114.9M | $133.4M | ||
| Q4 24 | $89.9M | $250.9M | ||
| Q3 24 | $122.2M | $279.7M | ||
| Q2 24 | $111.7M | $340.0M | ||
| Q1 24 | $76.7M | $258.1M |
自由现金流率AITAKAM
| Q4 25 | 8.0% | 21.5% | ||
| Q3 25 | 9.3% | 31.2% | ||
| Q2 25 | 11.3% | 30.1% | ||
| Q1 25 | 9.8% | 13.1% | ||
| Q4 24 | 8.4% | 24.6% | ||
| Q3 24 | 11.1% | 27.8% | ||
| Q2 24 | 9.6% | 34.7% | ||
| Q1 24 | 6.7% | 26.2% |
资本支出强度AITAKAM
| Q4 25 | 0.5% | 12.0% | ||
| Q3 25 | 0.6% | 10.7% | ||
| Q2 25 | 0.7% | 13.9% | ||
| Q1 25 | 0.6% | 11.6% | ||
| Q4 24 | 0.5% | 9.1% | ||
| Q3 24 | 0.5% | 11.2% | ||
| Q2 24 | 0.6% | 9.3% | ||
| Q1 24 | 0.7% | 9.5% |
现金转化率AITAKAM
| Q4 25 | 1.05× | 4.31× | ||
| Q3 25 | 1.18× | 3.15× | ||
| Q2 25 | 1.36× | 4.43× | ||
| Q1 25 | 1.23× | 2.04× | ||
| Q4 24 | 1.02× | 2.46× | ||
| Q3 24 | 1.39× | 6.78× | ||
| Q2 24 | 1.15× | 3.27× | ||
| Q1 24 | 0.87× | 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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
