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阿卡迈（AKAM）与英美资源集团（AMSC）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英美资源集团的14.7倍（$1.1B vs $74.5M）。英美资源集团净利率更高（158.1% vs 7.8%，领先150.3%）。英美资源集团同比增速更快（21.4% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $2.4M）。过去两年英美资源集团的营收复合增速更高（33.2% 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。
英美资源集团是一家总部位于英国伦敦的跨国矿业企业，是全球最大的铂金生产商，产量约占全球总产出的40%，同时也是钻石、铜、镍、铁矿石、多卤石、炼焦煤的主要供应商，业务布局覆盖非洲、亚洲、大洋洲、欧洲、南北美洲多个地区。
AKAM vs AMSC — 直观对比
营收规模更大
AKAM
是对方的14.7倍
$74.5M
营收增速更快
AMSC
高出14.0%
7.4%
净利率更高
AMSC
高出150.3%
7.8%
自由现金流更多
AKAM
多$232.5M
$2.4M
两年增速更快
AMSC
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $74.5M |
| 净利润 | $85.1M | $117.8M |
| 毛利率 | 58.7% | 30.7% |
| 营业利润率 | 8.7% | 4.5% |
| 净利率 | 7.8% | 158.1% |
| 营收同比 | 7.4% | 21.4% |
| 净利润同比 | -39.2% | 4679.1% |
| 每股收益（稀释后） | $0.57 | $2.62 |
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AKAMAMSC
| Q4 25 | $1.1B | $74.5M | ||
| Q3 25 | $1.1B | $65.9M | ||
| Q2 25 | $1.0B | $72.4M | ||
| Q1 25 | $1.0B | $66.7M | ||
| Q4 24 | $1.0B | $61.4M | ||
| Q3 24 | $1.0B | $54.5M | ||
| Q2 24 | $979.6M | $40.3M | ||
| Q1 24 | $987.0M | $42.0M |
净利润AKAMAMSC
| Q4 25 | $85.1M | $117.8M | ||
| Q3 25 | $140.2M | $4.8M | ||
| Q2 25 | $103.6M | $6.7M | ||
| Q1 25 | $123.2M | $1.2M | ||
| Q4 24 | $139.9M | $2.5M | ||
| Q3 24 | $57.9M | $4.9M | ||
| Q2 24 | $131.7M | $-2.5M | ||
| Q1 24 | $175.4M | $-1.6M |
毛利率AKAMAMSC
| Q4 25 | 58.7% | 30.7% | ||
| Q3 25 | 59.3% | 31.0% | ||
| Q2 25 | 59.1% | 33.8% | ||
| Q1 25 | 58.7% | 26.5% | ||
| Q4 24 | 59.4% | 26.6% | ||
| Q3 24 | 59.3% | 28.7% | ||
| Q2 24 | 58.9% | 30.3% | ||
| Q1 24 | 60.0% | 24.8% |
营业利润率AKAMAMSC
| Q4 25 | 8.7% | 4.5% | ||
| Q3 25 | 15.7% | 4.5% | ||
| Q2 25 | 14.5% | 7.8% | ||
| Q1 25 | 15.2% | 2.5% | ||
| Q4 24 | 14.5% | 2.1% | ||
| Q3 24 | 7.0% | -1.4% | ||
| Q2 24 | 15.1% | -8.2% | ||
| Q1 24 | 16.9% | -5.3% |
净利率AKAMAMSC
| Q4 25 | 7.8% | 158.1% | ||
| Q3 25 | 13.3% | 7.2% | ||
| Q2 25 | 9.9% | 9.3% | ||
| Q1 25 | 12.1% | 1.8% | ||
| Q4 24 | 13.7% | 4.0% | ||
| Q3 24 | 5.8% | 9.0% | ||
| Q2 24 | 13.4% | -6.3% | ||
| Q1 24 | 17.8% | -3.8% |
每股收益（稀释后）AKAMAMSC
| Q4 25 | $0.57 | $2.62 | ||
| Q3 25 | $0.97 | $0.11 | ||
| Q2 25 | $0.71 | $0.17 | ||
| Q1 25 | $0.82 | $0.04 | ||
| Q4 24 | $0.92 | $0.06 | ||
| Q3 24 | $0.38 | $0.13 | ||
| Q2 24 | $0.86 | $-0.07 | ||
| Q1 24 | $1.11 | $-0.03 |
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 | $141.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $536.8M |
| 总资产 | $11.5B | $719.5M |
| 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AKAMAMSC
| Q4 25 | $1.2B | $141.1M | ||
| Q3 25 | $1.1B | $212.9M | ||
| Q2 25 | $966.6M | $207.9M | ||
| Q1 25 | $1.3B | $79.5M | ||
| Q4 24 | $1.6B | $75.2M | ||
| Q3 24 | $1.7B | $72.1M | ||
| Q2 24 | $1.6B | $93.5M | ||
| Q1 24 | $1.7B | $90.5M |
股东权益AKAMAMSC
| Q4 25 | $5.0B | $536.8M | ||
| Q3 25 | $4.7B | $342.2M | ||
| Q2 25 | $4.5B | $333.1M | ||
| Q1 25 | $4.6B | $197.1M | ||
| Q4 24 | $4.9B | $192.7M | ||
| Q3 24 | $4.8B | $187.0M | ||
| Q2 24 | $4.8B | $143.3M | ||
| Q1 24 | $4.6B | $144.6M |
总资产AKAMAMSC
| Q4 25 | $11.5B | $719.5M | ||
| Q3 25 | $10.8B | $445.6M | ||
| Q2 25 | $10.5B | $452.8M | ||
| Q1 25 | $10.0B | $310.5M | ||
| Q4 24 | $10.4B | $310.3M | ||
| Q3 24 | $10.2B | $298.4M | ||
| Q2 24 | $10.1B | $240.1M | ||
| Q1 24 | $9.9B | $232.8M |
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 | $3.2M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $2.4M |
| 自由现金流率自由现金流/营收 | 21.5% | 3.2% |
| 资本支出强度资本支出/营收 | 12.0% | 1.2% |
| 现金转化率经营现金流/净利润 | 4.31× | 0.03× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $16.0M |
8季度趋势，按日历期对齐
经营现金流AKAMAMSC
| Q4 25 | $366.6M | $3.2M | ||
| Q3 25 | $441.8M | $6.5M | ||
| Q2 25 | $459.1M | $4.1M | ||
| Q1 25 | $251.2M | $6.3M | ||
| Q4 24 | $343.8M | $5.9M | ||
| Q3 24 | $392.5M | $12.7M | ||
| Q2 24 | $431.0M | $3.4M | ||
| Q1 24 | $351.9M | $2.2M |
自由现金流AKAMAMSC
| Q4 25 | $234.9M | $2.4M | ||
| Q3 25 | $329.1M | $5.1M | ||
| Q2 25 | $313.6M | $3.3M | ||
| Q1 25 | $133.4M | $5.3M | ||
| Q4 24 | $250.9M | $5.3M | ||
| Q3 24 | $279.7M | $12.1M | ||
| Q2 24 | $340.0M | $3.1M | ||
| Q1 24 | $258.1M | $1.9M |
自由现金流率AKAMAMSC
| Q4 25 | 21.5% | 3.2% | ||
| Q3 25 | 31.2% | 7.7% | ||
| Q2 25 | 30.1% | 4.6% | ||
| Q1 25 | 13.1% | 7.9% | ||
| Q4 24 | 24.6% | 8.7% | ||
| Q3 24 | 27.8% | 22.3% | ||
| Q2 24 | 34.7% | 7.8% | ||
| Q1 24 | 26.2% | 4.6% |
资本支出强度AKAMAMSC
| Q4 25 | 12.0% | 1.2% | ||
| Q3 25 | 10.7% | 2.1% | ||
| Q2 25 | 13.9% | 1.1% | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 9.1% | 0.9% | ||
| Q3 24 | 11.2% | 1.1% | ||
| Q2 24 | 9.3% | 0.7% | ||
| Q1 24 | 9.5% | 0.7% |
现金转化率AKAMAMSC
| Q4 25 | 4.31× | 0.03× | ||
| Q3 25 | 3.15× | 1.37× | ||
| Q2 25 | 4.43× | 0.61× | ||
| Q1 25 | 2.04× | 5.22× | ||
| Q4 24 | 2.46× | 2.38× | ||
| Q3 24 | 6.78× | 2.60× | ||
| 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% |
AMSC
| Equipment And Systems | $56.0M | 75% |
| Megatran | $14.1M | 19% |
| Comtrafo Industria De Transformadores Eletricos SA | $4.6M | 6% |
