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阿卡迈（AKAM）与ALLEGRO MICROSYSTEMS, INC.（ALGM）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ALLEGRO MICROSYSTEMS, INC.的4.8倍（$1.1B vs $229.2M）。阿卡迈净利率更高（7.8% vs 3.6%，领先4.1%）。ALLEGRO MICROSYSTEMS, INC.同比增速更快（28.9% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $41.3M）。过去两年阿卡迈的营收复合增速更高（5.3% vs -2.4%）
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。
Allegro微系统是一家全球性半导体设计制造企业，专注于研发生产高性能功率与传感类集成电路，核心产品覆盖磁传感器、功率IC、运动控制解决方案，广泛服务于汽车、工业、消费电子、通信等下游领域。
AKAM vs ALGM — 直观对比
营收规模更大
AKAM
是对方的4.8倍
$229.2M
营收增速更快
ALGM
高出21.5%
7.4%
净利率更高
AKAM
高出4.1%
3.6%
自由现金流更多
AKAM
多$193.6M
$41.3M
两年增速更快
AKAM
近两年复合增速
-2.4%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $229.2M |
| 净利润 | $85.1M | $8.3M |
| 毛利率 | 58.7% | 46.7% |
| 营业利润率 | 8.7% | 4.2% |
| 净利率 | 7.8% | 3.6% |
| 营收同比 | 7.4% | 28.9% |
| 净利润同比 | -39.2% | 221.0% |
| 每股收益（稀释后） | $0.57 | $0.04 |
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AKAMALGM
| Q4 25 | $1.1B | $229.2M | ||
| Q3 25 | $1.1B | $214.3M | ||
| Q2 25 | $1.0B | $203.4M | ||
| Q1 25 | $1.0B | $192.8M | ||
| Q4 24 | $1.0B | $177.9M | ||
| Q3 24 | $1.0B | $187.4M | ||
| Q2 24 | $979.6M | $166.9M | ||
| Q1 24 | $987.0M | $240.6M |
净利润AKAMALGM
| Q4 25 | $85.1M | $8.3M | ||
| Q3 25 | $140.2M | $6.5M | ||
| Q2 25 | $103.6M | $-13.2M | ||
| Q1 25 | $123.2M | $-14.8M | ||
| Q4 24 | $139.9M | $-6.9M | ||
| Q3 24 | $57.9M | $-33.7M | ||
| Q2 24 | $131.7M | $-17.7M | ||
| Q1 24 | $175.4M | $-7.1M |
毛利率AKAMALGM
| Q4 25 | 58.7% | 46.7% | ||
| Q3 25 | 59.3% | 46.3% | ||
| Q2 25 | 59.1% | 44.9% | ||
| Q1 25 | 58.7% | 41.4% | ||
| Q4 24 | 59.4% | 45.7% | ||
| Q3 24 | 59.3% | 45.7% | ||
| Q2 24 | 58.9% | 44.8% | ||
| Q1 24 | 60.0% | 51.2% |
营业利润率AKAMALGM
| Q4 25 | 8.7% | 4.2% | ||
| Q3 25 | 15.7% | 2.9% | ||
| Q2 25 | 14.5% | -1.3% | ||
| Q1 25 | 15.2% | -6.8% | ||
| Q4 24 | 14.5% | -0.0% | ||
| Q3 24 | 7.0% | 2.2% | ||
| Q2 24 | 15.1% | -6.4% | ||
| Q1 24 | 16.9% | 6.6% |
净利率AKAMALGM
| Q4 25 | 7.8% | 3.6% | ||
| Q3 25 | 13.3% | 3.0% | ||
| Q2 25 | 9.9% | -6.5% | ||
| Q1 25 | 12.1% | -7.7% | ||
| Q4 24 | 13.7% | -3.9% | ||
| Q3 24 | 5.8% | -18.0% | ||
| Q2 24 | 13.4% | -10.6% | ||
| Q1 24 | 17.8% | -3.0% |
每股收益（稀释后）AKAMALGM
| Q4 25 | $0.57 | $0.04 | ||
| Q3 25 | $0.97 | $0.03 | ||
| Q2 25 | $0.71 | $-0.07 | ||
| Q1 25 | $0.82 | $-0.08 | ||
| Q4 24 | $0.92 | $-0.04 | ||
| Q3 24 | $0.38 | $-0.18 | ||
| Q2 24 | $0.86 | $-0.09 | ||
| Q1 24 | $1.11 | $-0.04 |
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 | $1.2B | $155.2M |
| 总债务越低越好 | — | $280.7M |
| 股东权益账面价值 | $5.0B | $962.7M |
| 总资产 | $11.5B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资AKAMALGM
| Q4 25 | $1.2B | $155.2M | ||
| Q3 25 | $1.1B | $117.5M | ||
| Q2 25 | $966.6M | $129.1M | ||
| Q1 25 | $1.3B | $121.3M | ||
| Q4 24 | $1.6B | $138.5M | ||
| Q3 24 | $1.7B | $188.8M | ||
| Q2 24 | $1.6B | $173.1M | ||
| Q1 24 | $1.7B | $212.1M |
总债务AKAMALGM
| Q4 25 | — | $280.7M | ||
| Q3 25 | — | $280.4M | ||
| Q2 25 | — | $304.8M | ||
| Q1 25 | — | $338.9M | ||
| Q4 24 | — | $368.7M | ||
| Q3 24 | — | $393.0M | ||
| Q2 24 | — | $195.8M | ||
| Q1 24 | — | $245.1M |
股东权益AKAMALGM
| Q4 25 | $5.0B | $962.7M | ||
| Q3 25 | $4.7B | $944.2M | ||
| Q2 25 | $4.5B | $922.7M | ||
| Q1 25 | $4.6B | $929.6M | ||
| Q4 24 | $4.9B | $933.0M | ||
| Q3 24 | $4.8B | $937.3M | ||
| Q2 24 | $4.8B | $1.1B | ||
| Q1 24 | $4.6B | $1.1B |
总资产AKAMALGM
| Q4 25 | $11.5B | $1.4B | ||
| Q3 25 | $10.8B | $1.4B | ||
| Q2 25 | $10.5B | $1.4B | ||
| Q1 25 | $10.0B | $1.4B | ||
| Q4 24 | $10.4B | $1.4B | ||
| Q3 24 | $10.2B | $1.5B | ||
| Q2 24 | $10.1B | $1.4B | ||
| Q1 24 | $9.9B | $1.5B |
负债/权益比AKAMALGM
| Q4 25 | — | 0.29× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.33× | ||
| Q1 25 | — | 0.36× | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.18× | ||
| Q1 24 | — | 0.22× |
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 | $366.6M | $45.4M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $41.3M |
| 自由现金流率自由现金流/营收 | 21.5% | 18.0% |
| 资本支出强度资本支出/营收 | 12.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 4.31× | 5.47× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $121.2M |
8季度趋势，按日历期对齐
经营现金流AKAMALGM
| Q4 25 | $366.6M | $45.4M | ||
| Q3 25 | $441.8M | $20.4M | ||
| Q2 25 | $459.1M | $61.6M | ||
| Q1 25 | $251.2M | $20.4M | ||
| Q4 24 | $343.8M | $-8.2M | ||
| Q3 24 | $392.5M | $15.5M | ||
| Q2 24 | $431.0M | $34.2M | ||
| Q1 24 | $351.9M | $12.8M |
自由现金流AKAMALGM
| Q4 25 | $234.9M | $41.3M | ||
| Q3 25 | $329.1M | $13.9M | ||
| Q2 25 | $313.6M | $51.0M | ||
| Q1 25 | $133.4M | $15.0M | ||
| Q4 24 | $250.9M | $-21.8M | ||
| Q3 24 | $279.7M | $5.6M | ||
| Q2 24 | $340.0M | $23.2M | ||
| Q1 24 | $258.1M | $-1.5M |
自由现金流率AKAMALGM
| Q4 25 | 21.5% | 18.0% | ||
| Q3 25 | 31.2% | 6.5% | ||
| Q2 25 | 30.1% | 25.1% | ||
| Q1 25 | 13.1% | 7.8% | ||
| Q4 24 | 24.6% | -12.3% | ||
| Q3 24 | 27.8% | 3.0% | ||
| Q2 24 | 34.7% | 13.9% | ||
| Q1 24 | 26.2% | -0.6% |
资本支出强度AKAMALGM
| Q4 25 | 12.0% | 1.8% | ||
| Q3 25 | 10.7% | 3.0% | ||
| Q2 25 | 13.9% | 5.2% | ||
| Q1 25 | 11.6% | 2.8% | ||
| Q4 24 | 9.1% | 7.7% | ||
| Q3 24 | 11.2% | 5.3% | ||
| Q2 24 | 9.3% | 6.6% | ||
| Q1 24 | 9.5% | 5.9% |
现金转化率AKAMALGM
| Q4 25 | 4.31× | 5.47× | ||
| Q3 25 | 3.15× | 3.12× | ||
| Q2 25 | 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
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
ALGM
| Automotive End Market | $164.5M | 72% |
| Industrial And Other End Market | $64.7M | 28% |
