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阿卡迈（AKAM）与AMC ENTERTAINMENT HOLDINGS, INC.（AMC）财务数据对比。点击上方公司名可切换其他公司
AMC ENTERTAINMENT HOLDINGS, INC.的季度营收约是阿卡迈的1.2倍（$1.3B vs $1.1B），阿卡迈净利率更高（7.8% vs -9.9%，领先17.7%），阿卡迈同比增速更快（7.4% vs -1.4%），阿卡迈自由现金流更多（$234.9M vs $43.3M），过去两年AMC ENTERTAINMENT HOLDINGS, INC.的营收复合增速更高（16.4% 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。
AMC娱乐控股是总部位于美国堪萨斯州利伍德的连锁影院集团，1920年创立于密苏里州堪萨斯城，是全球规模最大的影院运营商，目前在全球共运营约860家影院、总计超过9600块银幕，业务覆盖美国与欧洲多地。
AKAM vs AMC — 直观对比
营收规模更大
AMC
是对方的1.2倍
$1.1B
营收增速更快
AKAM
高出8.7%
-1.4%
净利率更高
AKAM
高出17.7%
-9.9%
自由现金流更多
AKAM
多$191.6M
$43.3M
两年增速更快
AMC
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $85.1M | $-127.4M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 0.0% |
| 净利率 | 7.8% | -9.9% |
| 营收同比 | 7.4% | -1.4% |
| 净利润同比 | -39.2% | 6.0% |
| 每股收益（稀释后） | $0.57 | $-0.28 |
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AKAMAMC
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $862.5M | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $979.6M | $1.0B | ||
| Q1 24 | $987.0M | $951.4M |
净利润AKAMAMC
| Q4 25 | $85.1M | $-127.4M | ||
| Q3 25 | $140.2M | $-298.2M | ||
| Q2 25 | $103.6M | $-4.7M | ||
| Q1 25 | $123.2M | $-202.1M | ||
| Q4 24 | $139.9M | $-135.6M | ||
| Q3 24 | $57.9M | $-20.7M | ||
| Q2 24 | $131.7M | $-32.8M | ||
| Q1 24 | $175.4M | $-163.5M |
毛利率AKAMAMC
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 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AKAMAMC
| Q4 25 | 8.7% | 0.0% | ||
| Q3 25 | 15.7% | 2.8% | ||
| Q2 25 | 14.5% | 6.6% | ||
| Q1 25 | 15.2% | -16.9% | ||
| Q4 24 | 14.5% | 0.4% | ||
| Q3 24 | 7.0% | 5.3% | ||
| Q2 24 | 15.1% | -4.6% | ||
| Q1 24 | 16.9% | -11.4% |
净利率AKAMAMC
| Q4 25 | 7.8% | -9.9% | ||
| Q3 25 | 13.3% | -22.9% | ||
| Q2 25 | 9.9% | -0.3% | ||
| Q1 25 | 12.1% | -23.4% | ||
| Q4 24 | 13.7% | -10.4% | ||
| Q3 24 | 5.8% | -1.5% | ||
| Q2 24 | 13.4% | -3.2% | ||
| Q1 24 | 17.8% | -17.2% |
每股收益（稀释后）AKAMAMC
| Q4 25 | $0.57 | $-0.28 | ||
| Q3 25 | $0.97 | $-0.58 | ||
| Q2 25 | $0.71 | $-0.01 | ||
| Q1 25 | $0.82 | $-0.47 | ||
| Q4 24 | $0.92 | $-0.28 | ||
| Q3 24 | $0.38 | $-0.06 | ||
| Q2 24 | $0.86 | $-0.10 | ||
| Q1 24 | $1.11 | $-0.62 |
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 | $428.5M |
| 总债务越低越好 | — | $4.0B |
| 股东权益账面价值 | $5.0B | $-1.9B |
| 总资产 | $11.5B | $8.0B |
| 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AKAMAMC
| Q4 25 | $1.2B | $428.5M | ||
| Q3 25 | $1.1B | $365.8M | ||
| Q2 25 | $966.6M | $423.7M | ||
| Q1 25 | $1.3B | $378.7M | ||
| Q4 24 | $1.6B | $632.3M | ||
| Q3 24 | $1.7B | $527.4M | ||
| Q2 24 | $1.6B | $770.3M | ||
| Q1 24 | $1.7B | $624.2M |
总债务AKAMAMC
| Q4 25 | — | $4.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $4.1B | ||
| Q4 24 | — | $4.1B | ||
| Q3 24 | — | $4.2B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.5B |
股东权益AKAMAMC
| Q4 25 | $5.0B | $-1.9B | ||
| Q3 25 | $4.7B | $-1.8B | ||
| Q2 25 | $4.5B | $-1.7B | ||
| Q1 25 | $4.6B | $-1.7B | ||
| Q4 24 | $4.9B | $-1.8B | ||
| Q3 24 | $4.8B | $-1.7B | ||
| Q2 24 | $4.8B | $-1.7B | ||
| Q1 24 | $4.6B | $-2.0B |
总资产AKAMAMC
| Q4 25 | $11.5B | $8.0B | ||
| Q3 25 | $10.8B | $8.0B | ||
| Q2 25 | $10.5B | $8.2B | ||
| Q1 25 | $10.0B | $8.1B | ||
| Q4 24 | $10.4B | $8.2B | ||
| Q3 24 | $10.2B | $8.3B | ||
| Q2 24 | $10.1B | $8.6B | ||
| Q1 24 | $9.9B | $8.5B |
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 | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $43.3M |
| 自由现金流率自由现金流/营收 | 21.5% | 3.4% |
| 资本支出强度资本支出/营收 | 12.0% | 6.5% |
| 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 | $-365.9M |
8季度趋势，按日历期对齐
经营现金流AKAMAMC
| Q4 25 | $366.6M | $126.7M | ||
| Q3 25 | $441.8M | $-14.9M | ||
| Q2 25 | $459.1M | $138.4M | ||
| Q1 25 | $251.2M | $-370.0M | ||
| Q4 24 | $343.8M | $203.6M | ||
| Q3 24 | $392.5M | $-31.5M | ||
| Q2 24 | $431.0M | $-34.6M | ||
| Q1 24 | $351.9M | $-188.3M |
自由现金流AKAMAMC
| Q4 25 | $234.9M | $43.3M | ||
| Q3 25 | $329.1M | $-81.1M | ||
| Q2 25 | $313.6M | $88.9M | ||
| Q1 25 | $133.4M | $-417.0M | ||
| Q4 24 | $250.9M | $113.9M | ||
| Q3 24 | $279.7M | $-92.2M | ||
| Q2 24 | $340.0M | $-79.2M | ||
| Q1 24 | $258.1M | $-238.8M |
自由现金流率AKAMAMC
| Q4 25 | 21.5% | 3.4% | ||
| Q3 25 | 31.2% | -6.2% | ||
| Q2 25 | 30.1% | 6.4% | ||
| Q1 25 | 13.1% | -48.3% | ||
| Q4 24 | 24.6% | 8.7% | ||
| Q3 24 | 27.8% | -6.8% | ||
| Q2 24 | 34.7% | -7.7% | ||
| Q1 24 | 26.2% | -25.1% |
资本支出强度AKAMAMC
| Q4 25 | 12.0% | 6.5% | ||
| Q3 25 | 10.7% | 5.1% | ||
| Q2 25 | 13.9% | 3.5% | ||
| Q1 25 | 11.6% | 5.4% | ||
| Q4 24 | 9.1% | 6.9% | ||
| Q3 24 | 11.2% | 4.5% | ||
| Q2 24 | 9.3% | 4.3% | ||
| Q1 24 | 9.5% | 5.3% |
现金转化率AKAMAMC
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| 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% |
AMC
| Admission | $701.6M | 54% |
| Food And Beverage | $436.5M | 34% |
| Other | $106.2M | 8% |
| Advertising | $44.0M | 3% |
