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阿卡迈(AKAM)与富兰克林电气(FELE)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富兰克林电气的2.2倍($1.1B vs $506.9M)。阿卡迈净利率更高(7.8% vs 7.7%,领先0.0%)。阿卡迈同比增速更快(7.4% vs 4.3%)。阿卡迈自由现金流更多($234.9M vs $88.7M)。过去两年阿卡迈的营收复合增速更高(5.3% vs 4.9%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
AKAM vs FELE — 直观对比
营收规模更大
AKAM
是对方的2.2倍
$506.9M
营收增速更快
AKAM
高出3.0%
4.3%
净利率更高
AKAM
高出0.0%
7.7%
自由现金流更多
AKAM
多$146.2M
$88.7M
两年增速更快
AKAM
近两年复合增速
4.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $506.9M |
| 净利润 | $85.1M | $39.3M |
| 毛利率 | 58.7% | 33.8% |
| 营业利润率 | 8.7% | 10.2% |
| 净利率 | 7.8% | 7.7% |
| 营收同比 | 7.4% | 4.3% |
| 净利润同比 | -39.2% | 16.6% |
| 每股收益(稀释后) | $0.57 | $0.87 |
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
FELE
| Q4 25 | $1.1B | $506.9M | ||
| Q3 25 | $1.1B | $581.7M | ||
| Q2 25 | $1.0B | $587.4M | ||
| Q1 25 | $1.0B | $455.2M | ||
| Q4 24 | $1.0B | $485.7M | ||
| Q3 24 | $1.0B | $531.4M | ||
| Q2 24 | $979.6M | $543.3M | ||
| Q1 24 | $987.0M | $460.9M |
净利润
AKAM
FELE
| Q4 25 | $85.1M | $39.3M | ||
| Q3 25 | $140.2M | $16.7M | ||
| Q2 25 | $103.6M | $60.1M | ||
| Q1 25 | $123.2M | $31.0M | ||
| Q4 24 | $139.9M | $33.7M | ||
| Q3 24 | $57.9M | $54.6M | ||
| Q2 24 | $131.7M | $59.1M | ||
| Q1 24 | $175.4M | $33.0M |
毛利率
AKAM
FELE
| Q4 25 | 58.7% | 33.8% | ||
| Q3 25 | 59.3% | 35.9% | ||
| Q2 25 | 59.1% | 36.1% | ||
| Q1 25 | 58.7% | 36.0% | ||
| Q4 24 | 59.4% | 33.8% | ||
| Q3 24 | 59.3% | 35.7% | ||
| Q2 24 | 58.9% | 36.8% | ||
| Q1 24 | 60.0% | 35.5% |
营业利润率
AKAM
FELE
| Q4 25 | 8.7% | 10.2% | ||
| Q3 25 | 15.7% | 14.6% | ||
| Q2 25 | 14.5% | 15.0% | ||
| Q1 25 | 15.2% | 9.7% | ||
| Q4 24 | 14.5% | 8.9% | ||
| Q3 24 | 7.0% | 13.8% | ||
| Q2 24 | 15.1% | 14.6% | ||
| Q1 24 | 16.9% | 10.4% |
净利率
AKAM
FELE
| Q4 25 | 7.8% | 7.7% | ||
| Q3 25 | 13.3% | 2.9% | ||
| Q2 25 | 9.9% | 10.2% | ||
| Q1 25 | 12.1% | 6.8% | ||
| Q4 24 | 13.7% | 6.9% | ||
| Q3 24 | 5.8% | 10.3% | ||
| Q2 24 | 13.4% | 10.9% | ||
| Q1 24 | 17.8% | 7.2% |
每股收益(稀释后)
AKAM
FELE
| Q4 25 | $0.57 | $0.87 | ||
| Q3 25 | $0.97 | $0.37 | ||
| Q2 25 | $0.71 | $1.31 | ||
| Q1 25 | $0.82 | $0.67 | ||
| Q4 24 | $0.92 | $0.73 | ||
| Q3 24 | $0.38 | $1.17 | ||
| Q2 24 | $0.86 | $1.26 | ||
| Q1 24 | $1.11 | $0.70 |
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 | $99.7M |
| 总债务越低越好 | — | $135.2M |
| 股东权益账面价值 | $5.0B | $1.3B |
| 总资产 | $11.5B | $1.9B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
AKAM
FELE
| Q4 25 | $1.2B | $99.7M | ||
| Q3 25 | $1.1B | $102.9M | ||
| Q2 25 | $966.6M | $104.6M | ||
| Q1 25 | $1.3B | $84.0M | ||
| Q4 24 | $1.6B | $220.5M | ||
| Q3 24 | $1.7B | $106.3M | ||
| Q2 24 | $1.6B | $58.1M | ||
| Q1 24 | $1.7B | $65.3M |
总债务
AKAM
FELE
| Q4 25 | — | $135.2M | ||
| Q3 25 | — | $135.2M | ||
| Q2 25 | — | $14.5M | ||
| Q1 25 | — | $14.9M | ||
| Q4 24 | — | $11.6M | ||
| Q3 24 | — | $11.6M | ||
| Q2 24 | — | $87.2M | ||
| Q1 24 | — | $87.4M |
股东权益
AKAM
FELE
| Q4 25 | $5.0B | $1.3B | ||
| Q3 25 | $4.7B | $1.3B | ||
| Q2 25 | $4.5B | $1.3B | ||
| Q1 25 | $4.6B | $1.3B | ||
| Q4 24 | $4.9B | $1.3B | ||
| Q3 24 | $4.8B | $1.3B | ||
| Q2 24 | $4.8B | $1.2B | ||
| Q1 24 | $4.6B | $1.2B |
总资产
AKAM
FELE
| Q4 25 | $11.5B | $1.9B | ||
| Q3 25 | $10.8B | $2.0B | ||
| Q2 25 | $10.5B | $2.0B | ||
| Q1 25 | $10.0B | $1.9B | ||
| Q4 24 | $10.4B | $1.8B | ||
| Q3 24 | $10.2B | $1.8B | ||
| Q2 24 | $10.1B | $1.8B | ||
| Q1 24 | $9.9B | $1.8B |
负债/权益比
AKAM
FELE
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | — | 0.07× |
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 | $104.2M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $88.7M |
| 自由现金流率自由现金流/营收 | 21.5% | 17.5% |
| 资本支出强度资本支出/营收 | 12.0% | 3.1% |
| 现金转化率经营现金流/净利润 | 4.31× | 2.65× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $193.5M |
8季度趋势,按日历期对齐
经营现金流
AKAM
FELE
| Q4 25 | $366.6M | $104.2M | ||
| Q3 25 | $441.8M | $102.7M | ||
| Q2 25 | $459.1M | $51.5M | ||
| Q1 25 | $251.2M | $-19.5M | ||
| Q4 24 | $343.8M | $110.3M | ||
| Q3 24 | $392.5M | $116.1M | ||
| Q2 24 | $431.0M | $36.4M | ||
| Q1 24 | $351.9M | $-1.4M |
自由现金流
AKAM
FELE
| Q4 25 | $234.9M | $88.7M | ||
| Q3 25 | $329.1M | $91.3M | ||
| Q2 25 | $313.6M | $39.9M | ||
| Q1 25 | $133.4M | $-26.3M | ||
| Q4 24 | $250.9M | $97.5M | ||
| Q3 24 | $279.7M | $106.6M | ||
| Q2 24 | $340.0M | $26.1M | ||
| Q1 24 | $258.1M | $-10.5M |
自由现金流率
AKAM
FELE
| Q4 25 | 21.5% | 17.5% | ||
| Q3 25 | 31.2% | 15.7% | ||
| Q2 25 | 30.1% | 6.8% | ||
| Q1 25 | 13.1% | -5.8% | ||
| Q4 24 | 24.6% | 20.1% | ||
| Q3 24 | 27.8% | 20.1% | ||
| Q2 24 | 34.7% | 4.8% | ||
| Q1 24 | 26.2% | -2.3% |
资本支出强度
AKAM
FELE
| Q4 25 | 12.0% | 3.1% | ||
| Q3 25 | 10.7% | 2.0% | ||
| Q2 25 | 13.9% | 2.0% | ||
| Q1 25 | 11.6% | 1.5% | ||
| Q4 24 | 9.1% | 2.6% | ||
| Q3 24 | 11.2% | 1.8% | ||
| Q2 24 | 9.3% | 1.9% | ||
| Q1 24 | 9.5% | 2.0% |
现金转化率
AKAM
FELE
| Q4 25 | 4.31× | 2.65× | ||
| Q3 25 | 3.15× | 6.14× | ||
| Q2 25 | 4.43× | 0.86× | ||
| Q1 25 | 2.04× | -0.63× | ||
| Q4 24 | 2.46× | 3.28× | ||
| Q3 24 | 6.78× | 2.13× | ||
| Q2 24 | 3.27× | 0.62× | ||
| Q1 24 | 2.01× | -0.04× |
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% |
FELE
暂无分部数据