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阿卡迈（AKAM）与康宁（GLW）财务数据对比。点击上方公司名可切换其他公司
康宁的季度营收约是阿卡迈的3.8倍（$4.2B vs $1.1B）。康宁净利率更高（12.8% vs 7.8%，领先5.0%）。康宁同比增速更快（20.4% vs 7.4%）。康宁自由现金流更多（$620.0M vs $234.9M）。过去两年康宁的营收复合增速更高（19.0% 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。
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
AKAM vs GLW — 直观对比
营收规模更大
GLW
是对方的3.8倍
$1.1B
营收增速更快
GLW
高出13.0%
7.4%
净利率更高
GLW
高出5.0%
7.8%
自由现金流更多
GLW
多$385.1M
$234.9M
两年增速更快
GLW
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $4.2B |
| 净利润 | $85.1M | $540.0M |
| 毛利率 | 58.7% | 35.5% |
| 营业利润率 | 8.7% | 15.9% |
| 净利率 | 7.8% | 12.8% |
| 营收同比 | 7.4% | 20.4% |
| 净利润同比 | -39.2% | 74.2% |
| 每股收益（稀释后） | $0.57 | $0.61 |
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AKAMGLW
| Q4 25 | $1.1B | $4.2B | ||
| Q3 25 | $1.1B | $4.1B | ||
| Q2 25 | $1.0B | $3.9B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.0B | $3.5B | ||
| Q3 24 | $1.0B | $3.4B | ||
| Q2 24 | $979.6M | $3.3B | ||
| Q1 24 | $987.0M | $3.0B |
净利润AKAMGLW
| Q4 25 | $85.1M | $540.0M | ||
| Q3 25 | $140.2M | $430.0M | ||
| Q2 25 | $103.6M | $469.0M | ||
| Q1 25 | $123.2M | $157.0M | ||
| Q4 24 | $139.9M | $310.0M | ||
| Q3 24 | $57.9M | $-117.0M | ||
| Q2 24 | $131.7M | $104.0M | ||
| Q1 24 | $175.4M | $209.0M |
毛利率AKAMGLW
| Q4 25 | 58.7% | 35.5% | ||
| Q3 25 | 59.3% | 37.1% | ||
| Q2 25 | 59.1% | 36.0% | ||
| Q1 25 | 58.7% | 35.2% | ||
| Q4 24 | 59.4% | 34.2% | ||
| Q3 24 | 59.3% | 33.5% | ||
| Q2 24 | 58.9% | 29.2% | ||
| Q1 24 | 60.0% | 33.4% |
营业利润率AKAMGLW
| Q4 25 | 8.7% | 15.9% | ||
| Q3 25 | 15.7% | 14.4% | ||
| Q2 25 | 14.5% | 14.8% | ||
| Q1 25 | 15.2% | 12.9% | ||
| Q4 24 | 14.5% | 11.2% | ||
| Q3 24 | 7.0% | 8.9% | ||
| Q2 24 | 15.1% | 5.7% | ||
| Q1 24 | 16.9% | 8.5% |
净利率AKAMGLW
| Q4 25 | 7.8% | 12.8% | ||
| Q3 25 | 13.3% | 10.5% | ||
| Q2 25 | 9.9% | 12.1% | ||
| Q1 25 | 12.1% | 4.5% | ||
| Q4 24 | 13.7% | 8.9% | ||
| Q3 24 | 5.8% | -3.5% | ||
| Q2 24 | 13.4% | 3.2% | ||
| Q1 24 | 17.8% | 7.0% |
每股收益（稀释后）AKAMGLW
| Q4 25 | $0.57 | $0.61 | ||
| Q3 25 | $0.97 | $0.50 | ||
| Q2 25 | $0.71 | $0.54 | ||
| Q1 25 | $0.82 | $0.18 | ||
| Q4 24 | $0.92 | $0.36 | ||
| Q3 24 | $0.38 | $-0.14 | ||
| Q2 24 | $0.86 | $0.12 | ||
| Q1 24 | $1.11 | $0.24 |
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 | $1.5B |
| 总债务越低越好 | — | $7.6B |
| 股东权益账面价值 | $5.0B | $11.8B |
| 总资产 | $11.5B | $31.0B |
| 负债/权益比越低杠杆越低 | — | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资AKAMGLW
| Q4 25 | $1.2B | $1.5B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $966.6M | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.6B | — | ||
| Q1 24 | $1.7B | — |
总债务AKAMGLW
| Q4 25 | — | $7.6B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $6.7B | ||
| Q1 25 | — | $7.0B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $7.1B | ||
| Q2 24 | — | $6.9B | ||
| Q1 24 | — | $7.0B |
股东权益AKAMGLW
| Q4 25 | $5.0B | $11.8B | ||
| Q3 25 | $4.7B | $11.5B | ||
| Q2 25 | $4.5B | $11.1B | ||
| Q1 25 | $4.6B | $10.7B | ||
| Q4 24 | $4.9B | $10.7B | ||
| Q3 24 | $4.8B | $11.1B | ||
| Q2 24 | $4.8B | $10.6B | ||
| Q1 24 | $4.6B | $11.2B |
总资产AKAMGLW
| Q4 25 | $11.5B | $31.0B | ||
| Q3 25 | $10.8B | $29.9B | ||
| Q2 25 | $10.5B | $28.7B | ||
| Q1 25 | $10.0B | $27.4B | ||
| Q4 24 | $10.4B | $27.7B | ||
| Q3 24 | $10.2B | $28.3B | ||
| Q2 24 | $10.1B | $27.2B | ||
| Q1 24 | $9.9B | $27.6B |
负债/权益比AKAMGLW
| Q4 25 | — | 0.65× | ||
| Q3 25 | — | 0.64× | ||
| Q2 25 | — | 0.60× | ||
| Q1 25 | — | 0.65× | ||
| Q4 24 | — | 0.64× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.65× | ||
| Q1 24 | — | 0.63× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $620.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 14.7% |
| 资本支出强度资本支出/营收 | 12.0% | 10.2% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.95× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $1.4B |
8季度趋势，按日历期对齐
经营现金流AKAMGLW
| Q4 25 | $366.6M | $1.1B | ||
| Q3 25 | $441.8M | $784.0M | ||
| Q2 25 | $459.1M | $708.0M | ||
| Q1 25 | $251.2M | $151.0M | ||
| Q4 24 | $343.8M | $623.0M | ||
| Q3 24 | $392.5M | $699.0M | ||
| Q2 24 | $431.0M | $521.0M | ||
| Q1 24 | $351.9M | $96.0M |
自由现金流AKAMGLW
| Q4 25 | $234.9M | $620.0M | ||
| Q3 25 | $329.1M | $450.0M | ||
| Q2 25 | $313.6M | $400.0M | ||
| Q1 25 | $133.4M | $-57.0M | ||
| Q4 24 | $250.9M | $369.0M | ||
| Q3 24 | $279.7M | $482.0M | ||
| Q2 24 | $340.0M | $279.0M | ||
| Q1 24 | $258.1M | $-156.0M |
自由现金流率AKAMGLW
| Q4 25 | 21.5% | 14.7% | ||
| Q3 25 | 31.2% | 11.0% | ||
| Q2 25 | 30.1% | 10.4% | ||
| Q1 25 | 13.1% | -1.7% | ||
| Q4 24 | 24.6% | 10.5% | ||
| Q3 24 | 27.8% | 14.2% | ||
| Q2 24 | 34.7% | 8.6% | ||
| Q1 24 | 26.2% | -5.2% |
资本支出强度AKAMGLW
| Q4 25 | 12.0% | 10.2% | ||
| Q3 25 | 10.7% | 8.1% | ||
| Q2 25 | 13.9% | 8.0% | ||
| Q1 25 | 11.6% | 6.0% | ||
| Q4 24 | 9.1% | 7.3% | ||
| Q3 24 | 11.2% | 6.4% | ||
| Q2 24 | 9.3% | 7.4% | ||
| Q1 24 | 9.5% | 8.5% |
现金转化率AKAMGLW
| Q4 25 | 4.31× | 1.95× | ||
| Q3 25 | 3.15× | 1.82× | ||
| Q2 25 | 4.43× | 1.51× | ||
| Q1 25 | 2.04× | 0.96× | ||
| Q4 24 | 2.46× | 2.01× | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | 5.01× | ||
| Q1 24 | 2.01× | 0.46× |
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% |
GLW
暂无分部数据
