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阿卡迈(AKAM)与CNX Resources Corp(CNX)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CNX Resources Corp的1.8倍($1.1B vs $610.5M),CNX Resources Corp净利率更高(32.1% vs 7.8%,领先24.4%),CNX Resources Corp同比增速更快(347.0% vs 7.4%),阿卡迈自由现金流更多($234.9M vs $122.6M),过去两年CNX Resources Corp的营收复合增速更高(32.0% 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。
CNX资源公司是总部位于美国匹兹堡的天然气企业,业务布局覆盖阿巴拉契亚盆地,核心产区位于宾夕法尼亚州、俄亥俄州、西弗吉尼亚州的马塞勒斯和尤蒂卡页岩区,同时在弗吉尼亚州开发煤层气资产、运营甲烷捕获减排项目,拥有完善的中游业务体系,是美国规模最大的天然气生产商之一。
AKAM vs CNX — 直观对比
营收规模更大
AKAM
是对方的1.8倍
$610.5M
营收增速更快
CNX
高出339.6%
7.4%
净利率更高
CNX
高出24.4%
7.8%
自由现金流更多
AKAM
多$112.3M
$122.6M
两年增速更快
CNX
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $610.5M |
| 净利润 | $85.1M | $196.3M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | — |
| 净利率 | 7.8% | 32.1% |
| 营收同比 | 7.4% | 347.0% |
| 净利润同比 | -39.2% | 235.7% |
| 每股收益(稀释后) | $0.57 | $1.58 |
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
AKAM
CNX
| Q4 25 | $1.1B | $610.5M | ||
| Q3 25 | $1.1B | $583.8M | ||
| Q2 25 | $1.0B | $962.4M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $424.2M | ||
| Q2 24 | $979.6M | $321.4M | ||
| Q1 24 | $987.0M | $384.6M |
净利润
AKAM
CNX
| Q4 25 | $85.1M | $196.3M | ||
| Q3 25 | $140.2M | $202.1M | ||
| Q2 25 | $103.6M | $432.5M | ||
| Q1 25 | $123.2M | — | ||
| Q4 24 | $139.9M | — | ||
| Q3 24 | $57.9M | $65.5M | ||
| Q2 24 | $131.7M | $-18.3M | ||
| Q1 24 | $175.4M | $6.9M |
毛利率
AKAM
CNX
| 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
AKAM
CNX
| Q4 25 | 8.7% | — | ||
| Q3 25 | 15.7% | — | ||
| 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
AKAM
CNX
| Q4 25 | 7.8% | 32.1% | ||
| Q3 25 | 13.3% | 34.6% | ||
| Q2 25 | 9.9% | 44.9% | ||
| Q1 25 | 12.1% | — | ||
| Q4 24 | 13.7% | — | ||
| Q3 24 | 5.8% | 15.4% | ||
| Q2 24 | 13.4% | -5.7% | ||
| Q1 24 | 17.8% | 1.8% |
每股收益(稀释后)
AKAM
CNX
| Q4 25 | $0.57 | $1.58 | ||
| Q3 25 | $0.97 | $1.21 | ||
| Q2 25 | $0.71 | $2.53 | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.92 | — | ||
| Q3 24 | $0.38 | $0.37 | ||
| Q2 24 | $0.86 | $-0.12 | ||
| Q1 24 | $1.11 | $0.04 |
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 | $779.0K |
| 总债务越低越好 | — | $2.4B |
| 股东权益账面价值 | $5.0B | $4.3B |
| 总资产 | $11.5B | $9.1B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势,按日历期对齐
现金及短期投资
AKAM
CNX
| Q4 25 | $1.2B | $779.0K | ||
| Q3 25 | $1.1B | $4.7M | ||
| Q2 25 | $966.6M | $3.4M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | $1.3M | ||
| Q2 24 | $1.6B | $3.9M | ||
| Q1 24 | $1.7B | $2.0M |
总债务
AKAM
CNX
| Q4 25 | — | $2.4B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B | ||
| Q1 24 | — | $2.3B |
股东权益
AKAM
CNX
| Q4 25 | $5.0B | $4.3B | ||
| Q3 25 | $4.7B | $4.1B | ||
| Q2 25 | $4.5B | $4.1B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.9B | — | ||
| Q3 24 | $4.8B | $4.3B | ||
| Q2 24 | $4.8B | $4.3B | ||
| Q1 24 | $4.6B | $4.3B |
总资产
AKAM
CNX
| Q4 25 | $11.5B | $9.1B | ||
| Q3 25 | $10.8B | $8.9B | ||
| Q2 25 | $10.5B | $9.0B | ||
| Q1 25 | $10.0B | — | ||
| Q4 24 | $10.4B | — | ||
| Q3 24 | $10.2B | $8.5B | ||
| Q2 24 | $10.1B | $8.6B | ||
| Q1 24 | $9.9B | $8.7B |
负债/权益比
AKAM
CNX
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.63× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.54× | ||
| Q2 24 | — | 0.54× | ||
| Q1 24 | — | 0.53× |
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 | $297.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $122.6M |
| 自由现金流率自由现金流/营收 | 21.5% | 20.1% |
| 资本支出强度资本支出/营收 | 12.0% | 28.6% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $505.2M |
8季度趋势,按日历期对齐
经营现金流
AKAM
CNX
| Q4 25 | $366.6M | $297.0M | ||
| Q3 25 | $441.8M | $233.8M | ||
| Q2 25 | $459.1M | $282.5M | ||
| Q1 25 | $251.2M | — | ||
| Q4 24 | $343.8M | — | ||
| Q3 24 | $392.5M | $170.2M | ||
| Q2 24 | $431.0M | $191.8M | ||
| Q1 24 | $351.9M | $185.1M |
自由现金流
AKAM
CNX
| Q4 25 | $234.9M | $122.6M | ||
| Q3 25 | $329.1M | $158.2M | ||
| Q2 25 | $313.6M | $168.9M | ||
| Q1 25 | $133.4M | — | ||
| Q4 24 | $250.9M | — | ||
| Q3 24 | $279.7M | $55.4M | ||
| Q2 24 | $340.0M | $39.8M | ||
| Q1 24 | $258.1M | $16.9M |
自由现金流率
AKAM
CNX
| Q4 25 | 21.5% | 20.1% | ||
| Q3 25 | 31.2% | 27.1% | ||
| Q2 25 | 30.1% | 17.6% | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.8% | 13.1% | ||
| Q2 24 | 34.7% | 12.4% | ||
| Q1 24 | 26.2% | 4.4% |
资本支出强度
AKAM
CNX
| Q4 25 | 12.0% | 28.6% | ||
| Q3 25 | 10.7% | 12.9% | ||
| Q2 25 | 13.9% | 11.8% | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 11.2% | 27.0% | ||
| Q2 24 | 9.3% | 47.3% | ||
| Q1 24 | 9.5% | 43.7% |
现金转化率
AKAM
CNX
| Q4 25 | 4.31× | 1.51× | ||
| Q3 25 | 3.15× | 1.16× | ||
| Q2 25 | 4.43× | 0.65× | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | 2.60× | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | 27.01× |
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% |
CNX
| Natural Gas Reserves | $436.6M | 72% |
| Other | $66.8M | 11% |
| NG Ls | $38.1M | 6% |
| Coalbed Methane | $35.2M | 6% |
| Shale | $17.5M | 3% |
| Oil And Gas Purchased | $14.4M | 2% |
| Oil And Condensate | $1.9M | 0% |