vs
阿卡迈（AKAM）与Deckers Brands（DECK）财务数据对比。点击上方公司名可切换其他公司
Deckers Brands的季度营收约是阿卡迈的1.8倍（$2.0B vs $1.1B），Deckers Brands净利率更高（24.6% vs 9.9%，领先14.7%），Deckers Brands同比增速更快（7.1% vs -2.3%），过去两年Deckers Brands的营收复合增速更高（42.8% vs 4.7%）
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。
Deckers Brands是1973年成立的美国鞋履设计与分销企业，总部位于加利福尼亚州戈利塔，由道格·奥托与卡尔·F·洛普克共同创立。公司旗下拥有UGG、Teva、Hoka等全球知名鞋履品牌，产品覆盖休闲、户外等多个领域，销往世界多地。
AKAM vs DECK — 直观对比
营收规模更大
DECK
是对方的1.8倍
$1.1B
营收增速更快
DECK
高出9.4%
-2.3%
净利率更高
DECK
高出14.7%
9.9%
两年增速更快
DECK
近两年复合增速
4.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $106.3M | $481.1M |
| 毛利率 | 98.0% | 59.8% |
| 营业利润率 | 10.7% | 31.4% |
| 净利率 | 9.9% | 24.6% |
| 营收同比 | -2.3% | 7.1% |
| 净利润同比 | -13.7% | 5.3% |
| 每股收益（稀释后） | $0.71 | $3.33 |
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AKAMDECK
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $964.5M | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $979.6M | $825.3M |
净利润AKAMDECK
| Q1 26 | $106.3M | — | ||
| Q4 25 | $85.1M | $481.1M | ||
| Q3 25 | $140.2M | $268.2M | ||
| Q2 25 | $103.6M | $139.2M | ||
| Q1 25 | $123.2M | $151.4M | ||
| Q4 24 | $139.9M | $456.7M | ||
| Q3 24 | $57.9M | $242.3M | ||
| Q2 24 | $131.7M | $115.6M |
毛利率AKAMDECK
| Q1 26 | 98.0% | — | ||
| Q4 25 | 58.7% | 59.8% | ||
| Q3 25 | 59.3% | 56.2% | ||
| Q2 25 | 59.1% | 55.8% | ||
| Q1 25 | 58.7% | 56.7% | ||
| Q4 24 | 59.4% | 60.3% | ||
| Q3 24 | 59.3% | 55.9% | ||
| Q2 24 | 58.9% | 56.9% |
营业利润率AKAMDECK
| Q1 26 | 10.7% | — | ||
| Q4 25 | 8.7% | 31.4% | ||
| Q3 25 | 15.7% | 22.8% | ||
| Q2 25 | 14.5% | 17.1% | ||
| Q1 25 | 15.2% | 17.0% | ||
| Q4 24 | 14.5% | 31.0% | ||
| Q3 24 | 7.0% | 23.3% | ||
| Q2 24 | 15.1% | 16.1% |
净利率AKAMDECK
| Q1 26 | 9.9% | — | ||
| Q4 25 | 7.8% | 24.6% | ||
| Q3 25 | 13.3% | 18.7% | ||
| Q2 25 | 9.9% | 14.4% | ||
| Q1 25 | 12.1% | 14.8% | ||
| Q4 24 | 13.7% | 25.0% | ||
| Q3 24 | 5.8% | 18.5% | ||
| Q2 24 | 13.4% | 14.0% |
每股收益（稀释后）AKAMDECK
| Q1 26 | $0.71 | — | ||
| Q4 25 | $0.57 | $3.33 | ||
| Q3 25 | $0.97 | $1.82 | ||
| Q2 25 | $0.71 | $0.93 | ||
| Q1 25 | $0.82 | $-2.78 | ||
| Q4 24 | $0.92 | $3.00 | ||
| Q3 24 | $0.38 | $1.59 | ||
| Q2 24 | $0.86 | $4.52 |
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 | $622.4M | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.9B | $2.6B |
| 总资产 | $11.6B | $4.1B |
| 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AKAMDECK
| Q1 26 | $622.4M | — | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $966.6M | $1.7B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.6B | $2.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.6B | $1.4B |
股东权益AKAMDECK
| Q1 26 | $4.9B | — | ||
| Q4 25 | $5.0B | $2.6B | ||
| Q3 25 | $4.7B | $2.5B | ||
| Q2 25 | $4.5B | $2.5B | ||
| Q1 25 | $4.6B | $2.5B | ||
| Q4 24 | $4.9B | $2.6B | ||
| Q3 24 | $4.8B | $2.2B | ||
| Q2 24 | $4.8B | $2.1B |
总资产AKAMDECK
| Q1 26 | $11.6B | — | ||
| Q4 25 | $11.5B | $4.1B | ||
| Q3 25 | $10.8B | $3.8B | ||
| Q2 25 | $10.5B | $3.8B | ||
| Q1 25 | $10.0B | $3.6B | ||
| Q4 24 | $10.4B | $4.0B | ||
| Q3 24 | $10.2B | $3.4B | ||
| Q2 24 | $10.1B | $3.3B |
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 | $312.5M | $1.0B |
| 自由现金流经营现金流 - 资本支出 | — | $1.0B |
| 自由现金流率自由现金流/营收 | — | 52.1% |
| 资本支出强度资本支出/营收 | 19.2% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.94× | 2.17× |
| 过去12个月自由现金流最近4个季度 | — | $929.1M |
8季度趋势，按日历期对齐
经营现金流AKAMDECK
| Q1 26 | $312.5M | — | ||
| Q4 25 | $366.6M | $1.0B | ||
| Q3 25 | $441.8M | $8.1M | ||
| Q2 25 | $459.1M | $36.1M | ||
| Q1 25 | $251.2M | $-73.0M | ||
| Q4 24 | $343.8M | $1.1B | ||
| Q3 24 | $392.5M | $-90.5M | ||
| Q2 24 | $431.0M | $112.7M |
自由现金流AKAMDECK
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $1.0B | ||
| Q3 25 | $329.1M | $-13.9M | ||
| Q2 25 | $313.6M | $12.2M | ||
| Q1 25 | $133.4M | $-89.4M | ||
| Q4 24 | $250.9M | $1.1B | ||
| Q3 24 | $279.7M | $-113.4M | ||
| Q2 24 | $340.0M | $90.1M |
自由现金流率AKAMDECK
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | 52.1% | ||
| Q3 25 | 31.2% | -1.0% | ||
| Q2 25 | 30.1% | 1.3% | ||
| Q1 25 | 13.1% | -8.8% | ||
| Q4 24 | 24.6% | 58.6% | ||
| Q3 24 | 27.8% | -8.6% | ||
| Q2 24 | 34.7% | 10.9% |
资本支出强度AKAMDECK
| Q1 26 | 19.2% | — | ||
| Q4 25 | 12.0% | 1.1% | ||
| Q3 25 | 10.7% | 1.5% | ||
| Q2 25 | 13.9% | 2.5% | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 9.1% | 1.3% | ||
| Q3 24 | 11.2% | 1.7% | ||
| Q2 24 | 9.3% | 2.7% |
现金转化率AKAMDECK
| Q1 26 | 2.94× | — | ||
| Q4 25 | 4.31× | 2.17× | ||
| Q3 25 | 3.15× | 0.03× | ||
| Q2 25 | 4.43× | 0.26× | ||
| Q1 25 | 2.04× | -0.48× | ||
| Q4 24 | 2.46× | 2.40× | ||
| Q3 24 | 6.78× | -0.37× | ||
| Q2 24 | 3.27× | 0.97× |
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 | $589.8M | 55% |
| Delivery and other cloud applications | $389.2M | 36% |
| Cloud Infrastructure Services | $94.6M | 9% |
DECK
| UGG Brand Segment | $1.3B | 67% |
| Hoka Brand Segment | $628.9M | 32% |
| Other Brands Segment | $23.2M | 1% |
