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阿卡迈（AKAM）与Amneal Pharmaceuticals, Inc.（AMRX）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Amneal Pharmaceuticals, Inc.的1.3倍（$1.1B vs $814.3M），阿卡迈净利率更高（7.8% vs 4.3%，领先3.5%），Amneal Pharmaceuticals, Inc.同比增速更快（11.5% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $108.5M），过去两年Amneal Pharmaceuticals, Inc.的营收复合增速更高（11.1% 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。
Amneal Pharmaceuticals是一家美国上市制药企业，核心业务涵盖仿制药及专科药物的研发、生产与分销，总部位于新泽西州布里奇沃特，是美国规模最大的仿制药生产商之一。
AKAM vs AMRX — 直观对比
营收规模更大
AKAM
是对方的1.3倍
$814.3M
营收增速更快
AMRX
高出4.1%
7.4%
净利率更高
AKAM
高出3.5%
4.3%
自由现金流更多
AKAM
多$126.3M
$108.5M
两年增速更快
AMRX
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $814.3M |
| 净利润 | $85.1M | $35.1M |
| 毛利率 | 58.7% | 36.5% |
| 营业利润率 | 8.7% | 13.8% |
| 净利率 | 7.8% | 4.3% |
| 营收同比 | 7.4% | 11.5% |
| 净利润同比 | -39.2% | 212.9% |
| 每股收益（稀释后） | $0.57 | $0.10 |
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AKAMAMRX
| Q4 25 | $1.1B | $814.3M | ||
| Q3 25 | $1.1B | $784.5M | ||
| Q2 25 | $1.0B | $724.5M | ||
| Q1 25 | $1.0B | $695.4M | ||
| Q4 24 | $1.0B | $730.5M | ||
| Q3 24 | $1.0B | $702.5M | ||
| Q2 24 | $979.6M | $701.8M | ||
| Q1 24 | $987.0M | $659.2M |
净利润AKAMAMRX
| Q4 25 | $85.1M | $35.1M | ||
| Q3 25 | $140.2M | $2.4M | ||
| Q2 25 | $103.6M | $22.4M | ||
| Q1 25 | $123.2M | $12.2M | ||
| Q4 24 | $139.9M | $-31.1M | ||
| Q3 24 | $57.9M | $-156.0K | ||
| Q2 24 | $131.7M | $6.0M | ||
| Q1 24 | $175.4M | $-91.6M |
毛利率AKAMAMRX
| Q4 25 | 58.7% | 36.5% | ||
| Q3 25 | 59.3% | 34.9% | ||
| Q2 25 | 59.1% | 39.5% | ||
| Q1 25 | 58.7% | 36.8% | ||
| Q4 24 | 59.4% | 36.0% | ||
| Q3 24 | 59.3% | 38.4% | ||
| Q2 24 | 58.9% | 35.6% | ||
| Q1 24 | 60.0% | 36.1% |
营业利润率AKAMAMRX
| Q4 25 | 8.7% | 13.8% | ||
| Q3 25 | 15.7% | 9.0% | ||
| Q2 25 | 14.5% | 15.4% | ||
| Q1 25 | 15.2% | 14.4% | ||
| Q4 24 | 14.5% | 10.4% | ||
| Q3 24 | 7.0% | 12.6% | ||
| Q2 24 | 15.1% | 13.6% | ||
| Q1 24 | 16.9% | -1.6% |
净利率AKAMAMRX
| Q4 25 | 7.8% | 4.3% | ||
| Q3 25 | 13.3% | 0.3% | ||
| Q2 25 | 9.9% | 3.1% | ||
| Q1 25 | 12.1% | 1.8% | ||
| Q4 24 | 13.7% | -4.3% | ||
| Q3 24 | 5.8% | -0.0% | ||
| Q2 24 | 13.4% | 0.9% | ||
| Q1 24 | 17.8% | -13.9% |
每股收益（稀释后）AKAMAMRX
| Q4 25 | $0.57 | $0.10 | ||
| Q3 25 | $0.97 | $0.01 | ||
| Q2 25 | $0.71 | $0.07 | ||
| Q1 25 | $0.82 | $0.04 | ||
| Q4 24 | $0.92 | $-0.10 | ||
| Q3 24 | $0.38 | $0.00 | ||
| Q2 24 | $0.86 | $0.02 | ||
| Q1 24 | $1.11 | $-0.30 |
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 | $282.0M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $5.0B | $-70.8M |
| 总资产 | $11.5B | $3.7B |
| 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AKAMAMRX
| Q4 25 | $1.2B | $282.0M | ||
| Q3 25 | $1.1B | $201.2M | ||
| Q2 25 | $966.6M | $71.5M | ||
| Q1 25 | $1.3B | $59.2M | ||
| Q4 24 | $1.6B | $110.6M | ||
| Q3 24 | $1.7B | $74.0M | ||
| Q2 24 | $1.6B | $43.8M | ||
| Q1 24 | $1.7B | $46.5M |
总债务AKAMAMRX
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $2.4B | ||
| Q3 24 | — | $2.4B | ||
| Q2 24 | — | $2.4B | ||
| Q1 24 | — | $2.4B |
股东权益AKAMAMRX
| Q4 25 | $5.0B | $-70.8M | ||
| Q3 25 | $4.7B | $-109.5M | ||
| Q2 25 | $4.5B | $-112.1M | ||
| Q1 25 | $4.6B | $-131.7M | ||
| Q4 24 | $4.9B | $-109.3M | ||
| Q3 24 | $4.8B | $-93.4M | ||
| Q2 24 | $4.8B | $-57.5M | ||
| Q1 24 | $4.6B | $-63.7M |
总资产AKAMAMRX
| Q4 25 | $11.5B | $3.7B | ||
| Q3 25 | $10.8B | $3.6B | ||
| Q2 25 | $10.5B | $3.4B | ||
| Q1 25 | $10.0B | $3.4B | ||
| Q4 24 | $10.4B | $3.5B | ||
| Q3 24 | $10.2B | $3.5B | ||
| Q2 24 | $10.1B | $3.5B | ||
| Q1 24 | $9.9B | $3.5B |
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 | $130.3M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $108.5M |
| 自由现金流率自由现金流/营收 | 21.5% | 13.3% |
| 资本支出强度资本支出/营收 | 12.0% | 2.7% |
| 现金转化率经营现金流/净利润 | 4.31× | 3.72× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $269.9M |
8季度趋势，按日历期对齐
经营现金流AKAMAMRX
| Q4 25 | $366.6M | $130.3M | ||
| Q3 25 | $441.8M | $118.5M | ||
| Q2 25 | $459.1M | $83.8M | ||
| Q1 25 | $251.2M | $7.4M | ||
| Q4 24 | $343.8M | $118.1M | ||
| Q3 24 | $392.5M | $141.8M | ||
| Q2 24 | $431.0M | $39.7M | ||
| Q1 24 | $351.9M | $-4.4M |
自由现金流AKAMAMRX
| Q4 25 | $234.9M | $108.5M | ||
| Q3 25 | $329.1M | $106.2M | ||
| Q2 25 | $313.6M | $61.0M | ||
| Q1 25 | $133.4M | $-5.8M | ||
| Q4 24 | $250.9M | $102.9M | ||
| Q3 24 | $279.7M | $124.8M | ||
| Q2 24 | $340.0M | $29.0M | ||
| Q1 24 | $258.1M | $-13.6M |
自由现金流率AKAMAMRX
| Q4 25 | 21.5% | 13.3% | ||
| Q3 25 | 31.2% | 13.5% | ||
| Q2 25 | 30.1% | 8.4% | ||
| Q1 25 | 13.1% | -0.8% | ||
| Q4 24 | 24.6% | 14.1% | ||
| Q3 24 | 27.8% | 17.8% | ||
| Q2 24 | 34.7% | 4.1% | ||
| Q1 24 | 26.2% | -2.1% |
资本支出强度AKAMAMRX
| Q4 25 | 12.0% | 2.7% | ||
| Q3 25 | 10.7% | 1.6% | ||
| Q2 25 | 13.9% | 3.2% | ||
| Q1 25 | 11.6% | 1.9% | ||
| Q4 24 | 9.1% | 2.1% | ||
| Q3 24 | 11.2% | 2.4% | ||
| Q2 24 | 9.3% | 1.5% | ||
| Q1 24 | 9.5% | 1.4% |
现金转化率AKAMAMRX
| Q4 25 | 4.31× | 3.72× | ||
| Q3 25 | 3.15× | 50.00× | ||
| Q2 25 | 4.43× | 3.74× | ||
| Q1 25 | 2.04× | 0.61× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | 6.62× | ||
| 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% |
AMRX
| Oral Solid | $188.7M | 23% |
| Distribution Service | $107.7M | 13% |
| Central Nervous System | $104.8M | 13% |
| Government Label | $86.8M | 11% |
| Other Dosage Forms | $68.2M | 8% |
| Transdermal | $56.1M | 7% |
| Hormonal Allergy | $47.6M | 6% |
| Ephinephrine Auto Injector | $39.1M | 5% |
| Injectable | $37.4M | 5% |
| Other | $33.6M | 4% |
| Biosimilar | $29.4M | 4% |
| Selling General And Administrative Expenses | $14.9M | 2% |
