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阿卡迈（AKAM）与CHECK POINT SOFTWARE TECHNOLOGIES LTD（CHKP）财务数据对比。点击上方公司名可切换其他公司
CHECK POINT SOFTWARE TECHNOLOGIES LTD的季度营收约是阿卡迈的1.8倍（$2.0B vs $1.1B）。CHECK POINT SOFTWARE TECHNOLOGIES LTD净利率更高（38.0% vs 7.8%，领先30.2%）。CHECK POINT SOFTWARE TECHNOLOGIES LTD自由现金流更多（$895.5M vs $234.9M）
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。
Check Point软件技术有限公司是以色列知名网络安全企业，业务覆盖全球60余个国家，总部位于以色列特拉维夫，在美国加利福尼亚州红木城设有重要运营据点。公司为全球超过10万家机构提供安全防护，旗下拥有专业安全研究团队，同时是世界经济论坛的合作伙伴。
AKAM vs CHKP — 直观对比
营收规模更大
CHKP
是对方的1.8倍
$1.1B
净利率更高
CHKP
高出30.2%
7.8%
自由现金流更多
CHKP
多$660.6M
$234.9M
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $85.1M | $752.4M |
| 毛利率 | 58.7% | 86.7% |
| 营业利润率 | 8.7% | 30.2% |
| 净利率 | 7.8% | 38.0% |
| 营收同比 | 7.4% | — |
| 净利润同比 | -39.2% | — |
| 每股收益（稀释后） | $0.57 | $6.81 |
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AKAMCHKP
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $979.6M | — | ||
| Q1 24 | $987.0M | — |
净利润AKAMCHKP
| Q4 25 | $85.1M | — | ||
| Q3 25 | $140.2M | $752.4M | ||
| Q2 25 | $103.6M | — | ||
| Q1 25 | $123.2M | — | ||
| Q4 24 | $139.9M | — | ||
| Q3 24 | $57.9M | — | ||
| Q2 24 | $131.7M | — | ||
| Q1 24 | $175.4M | — |
毛利率AKAMCHKP
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.3% | 86.7% | ||
| 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AKAMCHKP
| Q4 25 | 8.7% | — | ||
| Q3 25 | 15.7% | 30.2% | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 14.5% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 16.9% | — |
净利率AKAMCHKP
| Q4 25 | 7.8% | — | ||
| Q3 25 | 13.3% | 38.0% | ||
| Q2 25 | 9.9% | — | ||
| Q1 25 | 12.1% | — | ||
| Q4 24 | 13.7% | — | ||
| Q3 24 | 5.8% | — | ||
| Q2 24 | 13.4% | — | ||
| Q1 24 | 17.8% | — |
每股收益（稀释后）AKAMCHKP
| Q4 25 | $0.57 | — | ||
| Q3 25 | $0.97 | $6.81 | ||
| Q2 25 | $0.71 | — | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.92 | — | ||
| Q3 24 | $0.38 | — | ||
| Q2 24 | $0.86 | — | ||
| Q1 24 | $1.11 | — |
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 | $619.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $3.1B |
| 总资产 | $11.5B | $5.7B |
| 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AKAMCHKP
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.1B | $619.9M | ||
| Q2 25 | $966.6M | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.7B | — |
股东权益AKAMCHKP
| Q4 25 | $5.0B | — | ||
| Q3 25 | $4.7B | $3.1B | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $4.8B | — | ||
| Q2 24 | $4.8B | — | ||
| Q1 24 | $4.6B | — |
总资产AKAMCHKP
| Q4 25 | $11.5B | — | ||
| Q3 25 | $10.8B | $5.7B | ||
| Q2 25 | $10.5B | — | ||
| Q1 25 | $10.0B | — | ||
| Q4 24 | $10.4B | — | ||
| Q3 24 | $10.2B | — | ||
| Q2 24 | $10.1B | — | ||
| Q1 24 | $9.9B | — |
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 | $914.9M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $895.5M |
| 自由现金流率自由现金流/营收 | 21.5% | 45.2% |
| 资本支出强度资本支出/营收 | 12.0% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $1.0B | — |
8季度趋势，按日历期对齐
经营现金流AKAMCHKP
| Q4 25 | $366.6M | — | ||
| Q3 25 | $441.8M | $914.9M | ||
| Q2 25 | $459.1M | — | ||
| Q1 25 | $251.2M | — | ||
| Q4 24 | $343.8M | — | ||
| Q3 24 | $392.5M | — | ||
| Q2 24 | $431.0M | — | ||
| Q1 24 | $351.9M | — |
自由现金流AKAMCHKP
| Q4 25 | $234.9M | — | ||
| Q3 25 | $329.1M | $895.5M | ||
| Q2 25 | $313.6M | — | ||
| Q1 25 | $133.4M | — | ||
| Q4 24 | $250.9M | — | ||
| Q3 24 | $279.7M | — | ||
| Q2 24 | $340.0M | — | ||
| Q1 24 | $258.1M | — |
自由现金流率AKAMCHKP
| Q4 25 | 21.5% | — | ||
| Q3 25 | 31.2% | 45.2% | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.8% | — | ||
| Q2 24 | 34.7% | — | ||
| Q1 24 | 26.2% | — |
资本支出强度AKAMCHKP
| Q4 25 | 12.0% | — | ||
| Q3 25 | 10.7% | 1.0% | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 9.3% | — | ||
| Q1 24 | 9.5% | — |
现金转化率AKAMCHKP
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 1.22× | ||
| 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% |
CHKP
| Security subscriptions | $812.0M | 41% |
| Software updates and maintenance | $712.0M | 36% |
| Products and licenses | $337.3M | 17% |
| Other | $119.2M | 6% |
