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阿卡迈（AKAM）与EXACT SCIENCES CORP（EXAS）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EXACT SCIENCES CORP的1.2倍（$1.1B vs $878.4M），阿卡迈净利率更高（7.8% vs -9.8%，领先17.6%），EXACT SCIENCES CORP同比增速更快（23.1% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $120.4M），过去两年EXACT SCIENCES CORP的营收复合增速更高（17.4% 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。
Exact Sciences是总部位于美国威斯康星州麦迪逊的分子诊断企业，专注于早期癌症检测领域。公司核心产品覆盖结直肠癌筛查与预防场景，其中Cologuard是全球首个获批的结直肠癌粪便DNA检测产品，同时还提供其他多种癌症的筛查服务及精准肿瘤检测解决方案。
AKAM vs EXAS — 直观对比
营收规模更大
AKAM
是对方的1.2倍
$878.4M
营收增速更快
EXAS
高出15.8%
7.4%
净利率更高
AKAM
高出17.6%
-9.8%
自由现金流更多
AKAM
多$114.4M
$120.4M
两年增速更快
EXAS
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $878.4M |
| 净利润 | $85.1M | $-86.0M |
| 毛利率 | 58.7% | 70.1% |
| 营业利润率 | 8.7% | -9.4% |
| 净利率 | 7.8% | -9.8% |
| 营收同比 | 7.4% | 23.1% |
| 净利润同比 | -39.2% | 90.1% |
| 每股收益（稀释后） | $0.57 | $-0.45 |
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AKAMEXAS
| Q4 25 | $1.1B | $878.4M | ||
| Q3 25 | $1.1B | $850.7M | ||
| Q2 25 | $1.0B | $811.1M | ||
| Q1 25 | $1.0B | $706.8M | ||
| Q4 24 | $1.0B | $713.4M | ||
| Q3 24 | $1.0B | $708.7M | ||
| Q2 24 | $979.6M | $699.3M | ||
| Q1 24 | $987.0M | $637.5M |
净利润AKAMEXAS
| Q4 25 | $85.1M | $-86.0M | ||
| Q3 25 | $140.2M | $-19.6M | ||
| Q2 25 | $103.6M | $-1.2M | ||
| Q1 25 | $123.2M | $-101.2M | ||
| Q4 24 | $139.9M | $-864.6M | ||
| Q3 24 | $57.9M | $-38.2M | ||
| Q2 24 | $131.7M | $-15.8M | ||
| Q1 24 | $175.4M | $-110.2M |
毛利率AKAMEXAS
| Q4 25 | 58.7% | 70.1% | ||
| Q3 25 | 59.3% | 68.6% | ||
| Q2 25 | 59.1% | 69.3% | ||
| Q1 25 | 58.7% | 70.8% | ||
| Q4 24 | 59.4% | 69.0% | ||
| Q3 24 | 59.3% | 69.4% | ||
| Q2 24 | 58.9% | 69.8% | ||
| Q1 24 | 60.0% | 70.0% |
营业利润率AKAMEXAS
| Q4 25 | 8.7% | -9.4% | ||
| Q3 25 | 15.7% | -3.0% | ||
| Q2 25 | 14.5% | -0.3% | ||
| Q1 25 | 15.2% | -13.6% | ||
| Q4 24 | 14.5% | -122.8% | ||
| Q3 24 | 7.0% | -5.6% | ||
| Q2 24 | 15.1% | -3.8% | ||
| Q1 24 | 16.9% | -16.7% |
净利率AKAMEXAS
| Q4 25 | 7.8% | -9.8% | ||
| Q3 25 | 13.3% | -2.3% | ||
| Q2 25 | 9.9% | -0.1% | ||
| Q1 25 | 12.1% | -14.3% | ||
| Q4 24 | 13.7% | -121.2% | ||
| Q3 24 | 5.8% | -5.4% | ||
| Q2 24 | 13.4% | -2.3% | ||
| Q1 24 | 17.8% | -17.3% |
每股收益（稀释后）AKAMEXAS
| Q4 25 | $0.57 | $-0.45 | ||
| Q3 25 | $0.97 | $-0.10 | ||
| Q2 25 | $0.71 | $-0.01 | ||
| Q1 25 | $0.82 | $-0.54 | ||
| Q4 24 | $0.92 | $-4.69 | ||
| Q3 24 | $0.38 | $-0.21 | ||
| Q2 24 | $0.86 | $-0.09 | ||
| Q1 24 | $1.11 | $-0.60 |
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 | $964.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $2.4B |
| 总资产 | $11.5B | $5.9B |
| 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AKAMEXAS
| Q4 25 | $1.2B | $964.7M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $966.6M | $858.4M | ||
| Q1 25 | $1.3B | $786.2M | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.6B | $946.8M | ||
| Q1 24 | $1.7B | $652.1M |
股东权益AKAMEXAS
| Q4 25 | $5.0B | $2.4B | ||
| Q3 25 | $4.7B | $2.5B | ||
| Q2 25 | $4.5B | $2.5B | ||
| Q1 25 | $4.6B | $2.4B | ||
| Q4 24 | $4.9B | $2.4B | ||
| Q3 24 | $4.8B | $3.2B | ||
| Q2 24 | $4.8B | $3.2B | ||
| Q1 24 | $4.6B | $3.1B |
总资产AKAMEXAS
| Q4 25 | $11.5B | $5.9B | ||
| Q3 25 | $10.8B | $5.9B | ||
| Q2 25 | $10.5B | $5.8B | ||
| Q1 25 | $10.0B | $5.7B | ||
| Q4 24 | $10.4B | $5.9B | ||
| Q3 24 | $10.2B | $6.7B | ||
| Q2 24 | $10.1B | $6.7B | ||
| Q1 24 | $9.9B | $6.4B |
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 | $151.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $120.4M |
| 自由现金流率自由现金流/营收 | 21.5% | 13.7% |
| 资本支出强度资本支出/营收 | 12.0% | 3.6% |
| 现金转化率经营现金流/净利润 | 4.31× | — |
| 过去12个月自由现金流最近4个季度 | $1.0B | $356.8M |
8季度趋势，按日历期对齐
经营现金流AKAMEXAS
| Q4 25 | $366.6M | $151.7M | ||
| Q3 25 | $441.8M | $219.9M | ||
| Q2 25 | $459.1M | $89.0M | ||
| Q1 25 | $251.2M | $30.8M | ||
| Q4 24 | $343.8M | $47.1M | ||
| Q3 24 | $392.5M | $138.7M | ||
| Q2 24 | $431.0M | $107.1M | ||
| Q1 24 | $351.9M | $-82.3M |
自由现金流AKAMEXAS
| Q4 25 | $234.9M | $120.4M | ||
| Q3 25 | $329.1M | $190.0M | ||
| Q2 25 | $313.6M | $46.7M | ||
| Q1 25 | $133.4M | $-365.0K | ||
| Q4 24 | $250.9M | $10.7M | ||
| Q3 24 | $279.7M | $112.6M | ||
| Q2 24 | $340.0M | $71.2M | ||
| Q1 24 | $258.1M | $-120.0M |
自由现金流率AKAMEXAS
| Q4 25 | 21.5% | 13.7% | ||
| Q3 25 | 31.2% | 22.3% | ||
| Q2 25 | 30.1% | 5.8% | ||
| Q1 25 | 13.1% | -0.1% | ||
| Q4 24 | 24.6% | 1.5% | ||
| Q3 24 | 27.8% | 15.9% | ||
| Q2 24 | 34.7% | 10.2% | ||
| Q1 24 | 26.2% | -18.8% |
资本支出强度AKAMEXAS
| Q4 25 | 12.0% | 3.6% | ||
| Q3 25 | 10.7% | 3.5% | ||
| Q2 25 | 13.9% | 5.2% | ||
| Q1 25 | 11.6% | 4.4% | ||
| Q4 24 | 9.1% | 5.1% | ||
| Q3 24 | 11.2% | 3.7% | ||
| Q2 24 | 9.3% | 5.1% | ||
| Q1 24 | 9.5% | 5.9% |
现金转化率AKAMEXAS
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| 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% |
EXAS
| Screening | $695.1M | 79% |
| Precision Oncology | $183.2M | 21% |
