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阿卡迈（AKAM）与Alight, Inc.（ALIT）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Alight, Inc.的1.7倍（$1.1B vs $653.0M），阿卡迈净利率更高（7.8% vs -142.7%，领先150.5%），阿卡迈同比增速更快（7.4% vs -4.0%），阿卡迈自由现金流更多（$234.9M vs $99.0M），过去两年Alight, Inc.的营收复合增速更高（8.1% vs 5.3%）
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。
Alight公司是一家美国信息技术与咨询企业，专注于人力资源相关业务，主打基于云的系统服务、业务外包与咨询服务，为大型企业提供人力资本管理平台与外包方案，业务范围涵盖健康福利管理、财务管理以及退休规划等领域。
AKAM vs ALIT — 直观对比
营收规模更大
AKAM
是对方的1.7倍
$653.0M
营收增速更快
AKAM
高出11.3%
-4.0%
净利率更高
AKAM
高出150.5%
-142.7%
自由现金流更多
AKAM
多$135.9M
$99.0M
两年增速更快
ALIT
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $653.0M |
| 净利润 | $85.1M | $-932.0M |
| 毛利率 | 58.7% | 36.8% |
| 营业利润率 | 8.7% | -114.9% |
| 净利率 | 7.8% | -142.7% |
| 营收同比 | 7.4% | -4.0% |
| 净利润同比 | -39.2% | -11750.0% |
| 每股收益（稀释后） | $0.57 | $-1.77 |
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AKAMALIT
| Q4 25 | $1.1B | $653.0M | ||
| Q3 25 | $1.1B | $533.0M | ||
| Q2 25 | $1.0B | $528.0M | ||
| Q1 25 | $1.0B | $548.0M | ||
| Q4 24 | $1.0B | $680.0M | ||
| Q3 24 | $1.0B | $555.0M | ||
| Q2 24 | $979.6M | $538.0M | ||
| Q1 24 | $987.0M | $559.0M |
净利润AKAMALIT
| Q4 25 | $85.1M | $-932.0M | ||
| Q3 25 | $140.2M | $-1.1B | ||
| Q2 25 | $103.6M | $-1.1B | ||
| Q1 25 | $123.2M | $-25.0M | ||
| Q4 24 | $139.9M | $8.0M | ||
| Q3 24 | $57.9M | $-74.0M | ||
| Q2 24 | $131.7M | $23.0M | ||
| Q1 24 | $175.4M | $-114.0M |
毛利率AKAMALIT
| Q4 25 | 58.7% | 36.8% | ||
| Q3 25 | 59.3% | 33.4% | ||
| Q2 25 | 59.1% | 33.3% | ||
| Q1 25 | 58.7% | 31.2% | ||
| Q4 24 | 59.4% | 39.9% | ||
| Q3 24 | 59.3% | 31.4% | ||
| Q2 24 | 58.9% | 31.0% | ||
| Q1 24 | 60.0% | 32.6% |
营业利润率AKAMALIT
| Q4 25 | 8.7% | -114.9% | ||
| Q3 25 | 15.7% | -248.0% | ||
| Q2 25 | 14.5% | -191.3% | ||
| Q1 25 | 15.2% | -1.5% | ||
| Q4 24 | 14.5% | 6.5% | ||
| Q3 24 | 7.0% | -7.6% | ||
| Q2 24 | 15.1% | -9.7% | ||
| Q1 24 | 16.9% | -7.2% |
净利率AKAMALIT
| Q4 25 | 7.8% | -142.7% | ||
| Q3 25 | 13.3% | -200.2% | ||
| Q2 25 | 9.9% | -203.2% | ||
| Q1 25 | 12.1% | -4.6% | ||
| Q4 24 | 13.7% | 1.2% | ||
| Q3 24 | 5.8% | -13.3% | ||
| Q2 24 | 13.4% | 4.3% | ||
| Q1 24 | 17.8% | -20.4% |
每股收益（稀释后）AKAMALIT
| Q4 25 | $0.57 | $-1.77 | ||
| Q3 25 | $0.97 | $-2.02 | ||
| Q2 25 | $0.71 | $-2.03 | ||
| Q1 25 | $0.82 | $-0.05 | ||
| Q4 24 | $0.92 | $0.02 | ||
| Q3 24 | $0.38 | $-0.14 | ||
| Q2 24 | $0.86 | $0.04 | ||
| Q1 24 | $1.11 | $-0.21 |
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 | $273.0M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $5.0B | $1.0B |
| 总资产 | $11.5B | $4.6B |
| 负债/权益比越低杠杆越低 | — | 1.92× |
8季度趋势，按日历期对齐
现金及短期投资AKAMALIT
| Q4 25 | $1.2B | $273.0M | ||
| Q3 25 | $1.1B | $205.0M | ||
| Q2 25 | $966.6M | $227.0M | ||
| Q1 25 | $1.3B | $223.0M | ||
| Q4 24 | $1.6B | $343.0M | ||
| Q3 24 | $1.7B | $300.0M | ||
| Q2 24 | $1.6B | $183.0M | ||
| Q1 24 | $1.7B | $256.0M |
总债务AKAMALIT
| Q4 25 | — | $2.0B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.8B | ||
| Q1 24 | — | $2.8B |
股东权益AKAMALIT
| Q4 25 | $5.0B | $1.0B | ||
| Q3 25 | $4.7B | $2.0B | ||
| Q2 25 | $4.5B | $3.1B | ||
| Q1 25 | $4.6B | $4.2B | ||
| Q4 24 | $4.9B | $4.3B | ||
| Q3 24 | $4.8B | $4.3B | ||
| Q2 24 | $4.8B | $4.5B | ||
| Q1 24 | $4.6B | $4.5B |
总资产AKAMALIT
| Q4 25 | $11.5B | $4.6B | ||
| Q3 25 | $10.8B | $5.5B | ||
| Q2 25 | $10.5B | $6.8B | ||
| Q1 25 | $10.0B | $7.9B | ||
| Q4 24 | $10.4B | $8.2B | ||
| Q3 24 | $10.2B | $8.3B | ||
| Q2 24 | $10.1B | $10.5B | ||
| Q1 24 | $9.9B | $10.7B |
负债/权益比AKAMALIT
| Q4 25 | — | 1.92× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.62× | ||
| Q1 24 | — | 0.62× |
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 | $124.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $99.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 15.2% |
| 资本支出强度资本支出/营收 | 12.0% | 3.8% |
| 现金转化率经营现金流/净利润 | 4.31× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $250.0M |
8季度趋势，按日历期对齐
经营现金流AKAMALIT
| Q4 25 | $366.6M | $124.0M | ||
| Q3 25 | $441.8M | $77.0M | ||
| Q2 25 | $459.1M | $86.0M | ||
| Q1 25 | $251.2M | $73.0M | ||
| Q4 24 | $343.8M | $118.0M | ||
| Q3 24 | $392.5M | $-24.0M | ||
| Q2 24 | $431.0M | $58.0M | ||
| Q1 24 | $351.9M | $100.0M |
自由现金流AKAMALIT
| Q4 25 | $234.9M | $99.0M | ||
| Q3 25 | $329.1M | $49.0M | ||
| Q2 25 | $313.6M | $58.0M | ||
| Q1 25 | $133.4M | $44.0M | ||
| Q4 24 | $250.9M | $92.0M | ||
| Q3 24 | $279.7M | $-52.0M | ||
| Q2 24 | $340.0M | $22.0M | ||
| Q1 24 | $258.1M | $69.0M |
自由现金流率AKAMALIT
| Q4 25 | 21.5% | 15.2% | ||
| Q3 25 | 31.2% | 9.2% | ||
| Q2 25 | 30.1% | 11.0% | ||
| Q1 25 | 13.1% | 8.0% | ||
| Q4 24 | 24.6% | 13.5% | ||
| Q3 24 | 27.8% | -9.4% | ||
| Q2 24 | 34.7% | 4.1% | ||
| Q1 24 | 26.2% | 12.3% |
资本支出强度AKAMALIT
| Q4 25 | 12.0% | 3.8% | ||
| Q3 25 | 10.7% | 5.3% | ||
| Q2 25 | 13.9% | 5.3% | ||
| Q1 25 | 11.6% | 5.3% | ||
| Q4 24 | 9.1% | 3.8% | ||
| Q3 24 | 11.2% | 5.0% | ||
| Q2 24 | 9.3% | 6.7% | ||
| Q1 24 | 9.5% | 5.5% |
现金转化率AKAMALIT
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | 14.75× | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | 2.52× | ||
| 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% |
ALIT
| Recurring | $607.0M | 93% |
| Projects | $46.0M | 7% |
