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阿卡迈（AKAM）与ARKO Corp.（ARKO）财务数据对比。点击上方公司名可切换其他公司
ARKO Corp.的季度营收约是阿卡迈的1.6倍（$1.8B vs $1.1B），阿卡迈净利率更高（7.8% vs 0.1%，领先7.7%），阿卡迈同比增速更快（7.4% vs -9.9%），阿卡迈自由现金流更多（$234.9M vs $14.9M），过去两年阿卡迈的营收复合增速更高（5.3% vs -7.0%）
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。
ARKO Corp.是美国知名的便利店与燃油零售运营商，业务覆盖美国多个州，面向消费者销售生鲜食品、饮品、日用必需品等商品，同时提供燃油零售及面向商业合作伙伴的批发配送服务。
AKAM vs ARKO — 直观对比
营收规模更大
ARKO
是对方的1.6倍
$1.1B
营收增速更快
AKAM
高出17.3%
-9.9%
净利率更高
AKAM
高出7.7%
0.1%
自由现金流更多
AKAM
多$220.0M
$14.9M
两年增速更快
AKAM
近两年复合增速
-7.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.8B |
| 净利润 | $85.1M | $1.9M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 1.2% |
| 净利率 | 7.8% | 0.1% |
| 营收同比 | 7.4% | -9.9% |
| 净利润同比 | -39.2% | 180.9% |
| 每股收益（稀释后） | $0.57 | $0.01 |
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AKAMARKO
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.3B | ||
| Q2 24 | $979.6M | $2.4B | ||
| Q1 24 | $987.0M | $2.1B |
净利润AKAMARKO
| Q4 25 | $85.1M | $1.9M | ||
| Q3 25 | $140.2M | $13.5M | ||
| Q2 25 | $103.6M | $20.1M | ||
| Q1 25 | $123.2M | $-12.7M | ||
| Q4 24 | $139.9M | $-2.3M | ||
| Q3 24 | $57.9M | $9.7M | ||
| Q2 24 | $131.7M | $14.1M | ||
| Q1 24 | $175.4M | $-594.0K |
毛利率AKAMARKO
| 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AKAMARKO
| Q4 25 | 8.7% | 1.2% | ||
| Q3 25 | 15.7% | 1.8% | ||
| Q2 25 | 14.5% | 2.8% | ||
| Q1 25 | 15.2% | -0.6% | ||
| Q4 24 | 14.5% | 0.7% | ||
| Q3 24 | 7.0% | 1.8% | ||
| Q2 24 | 15.1% | 1.8% | ||
| Q1 24 | 16.9% | -0.2% |
净利率AKAMARKO
| Q4 25 | 7.8% | 0.1% | ||
| Q3 25 | 13.3% | 0.7% | ||
| Q2 25 | 9.9% | 1.0% | ||
| Q1 25 | 12.1% | -0.7% | ||
| Q4 24 | 13.7% | -0.1% | ||
| Q3 24 | 5.8% | 0.4% | ||
| Q2 24 | 13.4% | 0.6% | ||
| Q1 24 | 17.8% | -0.0% |
每股收益（稀释后）AKAMARKO
| Q4 25 | $0.57 | $0.01 | ||
| Q3 25 | $0.97 | $0.10 | ||
| Q2 25 | $0.71 | $0.16 | ||
| Q1 25 | $0.82 | $-0.12 | ||
| Q4 24 | $0.92 | $-0.03 | ||
| Q3 24 | $0.38 | $0.07 | ||
| Q2 24 | $0.86 | $0.11 | ||
| Q1 24 | $1.11 | $-0.02 |
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 | $311.5M |
| 总债务越低越好 | — | $912.1M |
| 股东权益账面价值 | $5.0B | $267.2M |
| 总资产 | $11.5B | $3.5B |
| 负债/权益比越低杠杆越低 | — | 3.41× |
8季度趋势，按日历期对齐
现金及短期投资AKAMARKO
| Q4 25 | $1.2B | $311.5M | ||
| Q3 25 | $1.1B | $313.2M | ||
| Q2 25 | $966.6M | $299.7M | ||
| Q1 25 | $1.3B | $271.1M | ||
| Q4 24 | $1.6B | $267.1M | ||
| Q3 24 | $1.7B | $296.8M | ||
| Q2 24 | $1.6B | $236.5M | ||
| Q1 24 | $1.7B | $189.1M |
总债务AKAMARKO
| Q4 25 | — | $912.1M | ||
| Q3 25 | — | $911.6M | ||
| Q2 25 | — | $916.4M | ||
| Q1 25 | — | $880.1M | ||
| Q4 24 | — | $881.0M | ||
| Q3 24 | — | $884.7M | ||
| Q2 24 | — | $889.9M | ||
| Q1 24 | — | $885.0M |
股东权益AKAMARKO
| Q4 25 | $5.0B | $267.2M | ||
| Q3 25 | $4.7B | $273.1M | ||
| Q2 25 | $4.5B | $264.8M | ||
| Q1 25 | $4.6B | $255.2M | ||
| Q4 24 | $4.9B | $276.9M | ||
| Q3 24 | $4.8B | $280.0M | ||
| Q2 24 | $4.8B | $273.1M | ||
| Q1 24 | $4.6B | $261.2M |
总资产AKAMARKO
| Q4 25 | $11.5B | $3.5B | ||
| Q3 25 | $10.8B | $3.6B | ||
| Q2 25 | $10.5B | $3.6B | ||
| Q1 25 | $10.0B | $3.6B | ||
| Q4 24 | $10.4B | $3.6B | ||
| Q3 24 | $10.2B | $3.7B | ||
| Q2 24 | $10.1B | $3.7B | ||
| Q1 24 | $9.9B | $3.6B |
负债/权益比AKAMARKO
| Q4 25 | — | 3.41× | ||
| Q3 25 | — | 3.34× | ||
| Q2 25 | — | 3.46× | ||
| Q1 25 | — | 3.45× | ||
| Q4 24 | — | 3.18× | ||
| Q3 24 | — | 3.16× | ||
| Q2 24 | — | 3.26× | ||
| Q1 24 | — | 3.39× |
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 | $44.6M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $14.9M |
| 自由现金流率自由现金流/营收 | 21.5% | 0.8% |
| 资本支出强度资本支出/营收 | 12.0% | 1.7% |
| 现金转化率经营现金流/净利润 | 4.31× | 23.98× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $65.3M |
8季度趋势，按日历期对齐
经营现金流AKAMARKO
| Q4 25 | $366.6M | $44.6M | ||
| Q3 25 | $441.8M | $49.4M | ||
| Q2 25 | $459.1M | $55.2M | ||
| Q1 25 | $251.2M | $43.4M | ||
| Q4 24 | $343.8M | $22.7M | ||
| Q3 24 | $392.5M | $109.2M | ||
| Q2 24 | $431.0M | $77.2M | ||
| Q1 24 | $351.9M | $12.8M |
自由现金流AKAMARKO
| Q4 25 | $234.9M | $14.9M | ||
| Q3 25 | $329.1M | $24.5M | ||
| Q2 25 | $313.6M | $9.8M | ||
| Q1 25 | $133.4M | $16.0M | ||
| Q4 24 | $250.9M | $-13.4M | ||
| Q3 24 | $279.7M | $79.9M | ||
| Q2 24 | $340.0M | $57.9M | ||
| Q1 24 | $258.1M | $-16.5M |
自由现金流率AKAMARKO
| Q4 25 | 21.5% | 0.8% | ||
| Q3 25 | 31.2% | 1.2% | ||
| Q2 25 | 30.1% | 0.5% | ||
| Q1 25 | 13.1% | 0.9% | ||
| Q4 24 | 24.6% | -0.7% | ||
| Q3 24 | 27.8% | 3.5% | ||
| Q2 24 | 34.7% | 2.4% | ||
| Q1 24 | 26.2% | -0.8% |
资本支出强度AKAMARKO
| Q4 25 | 12.0% | 1.7% | ||
| Q3 25 | 10.7% | 1.2% | ||
| Q2 25 | 13.9% | 2.3% | ||
| Q1 25 | 11.6% | 1.5% | ||
| Q4 24 | 9.1% | 1.8% | ||
| Q3 24 | 11.2% | 1.3% | ||
| Q2 24 | 9.3% | 0.8% | ||
| Q1 24 | 9.5% | 1.4% |
现金转化率AKAMARKO
| Q4 25 | 4.31× | 23.98× | ||
| Q3 25 | 3.15× | 3.67× | ||
| Q2 25 | 4.43× | 2.75× | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | 11.28× | ||
| Q2 24 | 3.27× | 5.49× | ||
| 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% |
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
