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阿卡迈（AKAM）与First American Financial Corp（FAF）财务数据对比。点击上方公司名可切换其他公司
First American Financial Corp的季度营收约是阿卡迈的1.9倍（$2.0B vs $1.1B），First American Financial Corp净利率更高（10.3% vs 7.8%，领先2.6%），First American Financial Corp同比增速更快（21.6% vs 7.4%），First American Financial Corp自由现金流更多（$324.5M vs $234.9M），过去两年First American Financial Corp的营收复合增速更高（19.9% 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。
第一美国金融公司是美国知名金融服务企业，主要面向房地产及抵押贷款行业开展业务，核心服务涵盖产权保险、房产交易与抵押业务相关的交割结算服务，在全球地产金融服务领域具备成熟的服务能力与较高的行业认可度。
AKAM vs FAF — 直观对比
营收规模更大
FAF
是对方的1.9倍
$1.1B
营收增速更快
FAF
高出14.3%
7.4%
净利率更高
FAF
高出2.6%
7.8%
自由现金流更多
FAF
多$89.6M
$234.9M
两年增速更快
FAF
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.0B |
| 净利润 | $85.1M | $211.9M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 14.0% |
| 净利率 | 7.8% | 10.3% |
| 营收同比 | 7.4% | 21.6% |
| 净利润同比 | -39.2% | 192.7% |
| 每股收益（稀释后） | $0.57 | $2.04 |
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AKAMFAF
| Q4 25 | $1.1B | $2.0B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $979.6M | $1.6B | ||
| Q1 24 | $987.0M | $1.4B |
净利润AKAMFAF
| Q4 25 | $85.1M | $211.9M | ||
| Q3 25 | $140.2M | $189.6M | ||
| Q2 25 | $103.6M | $146.1M | ||
| Q1 25 | $123.2M | $74.2M | ||
| Q4 24 | $139.9M | $72.4M | ||
| Q3 24 | $57.9M | $-104.0M | ||
| Q2 24 | $131.7M | $116.0M | ||
| Q1 24 | $175.4M | $46.7M |
毛利率AKAMFAF
| 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AKAMFAF
| Q4 25 | 8.7% | 14.0% | ||
| Q3 25 | 15.7% | 12.5% | ||
| Q2 25 | 14.5% | 10.6% | ||
| Q1 25 | 15.2% | 6.1% | ||
| Q4 24 | 14.5% | 5.9% | ||
| Q3 24 | 7.0% | -10.3% | ||
| Q2 24 | 15.1% | 9.4% | ||
| Q1 24 | 16.9% | 4.1% |
净利率AKAMFAF
| Q4 25 | 7.8% | 10.3% | ||
| Q3 25 | 13.3% | 9.6% | ||
| Q2 25 | 9.9% | 7.9% | ||
| Q1 25 | 12.1% | 4.7% | ||
| Q4 24 | 13.7% | 4.3% | ||
| Q3 24 | 5.8% | -7.4% | ||
| Q2 24 | 13.4% | 7.2% | ||
| Q1 24 | 17.8% | 3.3% |
每股收益（稀释后）AKAMFAF
| Q4 25 | $0.57 | $2.04 | ||
| Q3 25 | $0.97 | $1.84 | ||
| Q2 25 | $0.71 | $1.41 | ||
| Q1 25 | $0.82 | $0.71 | ||
| Q4 24 | $0.92 | $0.70 | ||
| Q3 24 | $0.38 | $-1.00 | ||
| Q2 24 | $0.86 | $1.11 | ||
| Q1 24 | $1.11 | $0.45 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $5.5B |
| 总资产 | $11.5B | $16.2B |
| 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AKAMFAF
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $2.9B | ||
| Q2 25 | $966.6M | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.7B | $3.0B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.7B | $1.5B |
股东权益AKAMFAF
| Q4 25 | $5.0B | $5.5B | ||
| Q3 25 | $4.7B | $5.3B | ||
| Q2 25 | $4.5B | $5.1B | ||
| Q1 25 | $4.6B | $5.0B | ||
| Q4 24 | $4.9B | $4.9B | ||
| Q3 24 | $4.8B | $5.1B | ||
| Q2 24 | $4.8B | $4.8B | ||
| Q1 24 | $4.6B | $4.8B |
总资产AKAMFAF
| Q4 25 | $11.5B | $16.2B | ||
| Q3 25 | $10.8B | $17.6B | ||
| Q2 25 | $10.5B | $16.3B | ||
| Q1 25 | $10.0B | $15.5B | ||
| Q4 24 | $10.4B | $14.9B | ||
| Q3 24 | $10.2B | $16.6B | ||
| Q2 24 | $10.1B | $15.2B | ||
| Q1 24 | $9.9B | $14.7B |
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 | $369.3M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $324.5M |
| 自由现金流率自由现金流/营收 | 21.5% | 15.8% |
| 资本支出强度资本支出/营收 | 12.0% | 2.2% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.74× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $762.5M |
8季度趋势，按日历期对齐
经营现金流AKAMFAF
| Q4 25 | $366.6M | $369.3M | ||
| Q3 25 | $441.8M | $272.5M | ||
| Q2 25 | $459.1M | $361.8M | ||
| Q1 25 | $251.2M | $-52.8M | ||
| Q4 24 | $343.8M | $324.6M | ||
| Q3 24 | $392.5M | $236.9M | ||
| Q2 24 | $431.0M | $266.7M | ||
| Q1 24 | $351.9M | $69.3M |
自由现金流AKAMFAF
| Q4 25 | $234.9M | $324.5M | ||
| Q3 25 | $329.1M | $223.1M | ||
| Q2 25 | $313.6M | $309.4M | ||
| Q1 25 | $133.4M | $-94.5M | ||
| Q4 24 | $250.9M | $266.2M | ||
| Q3 24 | $279.7M | $185.4M | ||
| Q2 24 | $340.0M | $210.0M | ||
| Q1 24 | $258.1M | $17.6M |
自由现金流率AKAMFAF
| Q4 25 | 21.5% | 15.8% | ||
| Q3 25 | 31.2% | 11.3% | ||
| Q2 25 | 30.1% | 16.8% | ||
| Q1 25 | 13.1% | -6.0% | ||
| Q4 24 | 24.6% | 15.8% | ||
| Q3 24 | 27.8% | 13.2% | ||
| Q2 24 | 34.7% | 13.0% | ||
| Q1 24 | 26.2% | 1.2% |
资本支出强度AKAMFAF
| Q4 25 | 12.0% | 2.2% | ||
| Q3 25 | 10.7% | 2.5% | ||
| Q2 25 | 13.9% | 2.8% | ||
| Q1 25 | 11.6% | 2.6% | ||
| Q4 24 | 9.1% | 3.5% | ||
| Q3 24 | 11.2% | 3.7% | ||
| Q2 24 | 9.3% | 3.5% | ||
| Q1 24 | 9.5% | 3.6% |
现金转化率AKAMFAF
| Q4 25 | 4.31× | 1.74× | ||
| Q3 25 | 3.15× | 1.44× | ||
| Q2 25 | 4.43× | 2.48× | ||
| Q1 25 | 2.04× | -0.71× | ||
| Q4 24 | 2.46× | 4.48× | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | 2.30× | ||
| Q1 24 | 2.01× | 1.48× |
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% |
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
