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阿卡迈（AKAM）与IAC Inc.（IAC）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IAC Inc.的1.7倍（$1.1B vs $646.0M）。阿卡迈净利率更高（7.8% vs -11.9%，领先19.7%）。阿卡迈同比增速更快（7.4% vs -10.5%）。阿卡迈自由现金流更多（$234.9M vs $31.4M）。过去两年阿卡迈的营收复合增速更高（5.3% vs 1.7%）
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。
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
AKAM vs IAC — 直观对比
营收规模更大
AKAM
是对方的1.7倍
$646.0M
营收增速更快
AKAM
高出17.8%
-10.5%
净利率更高
AKAM
高出19.7%
-11.9%
自由现金流更多
AKAM
多$203.5M
$31.4M
两年增速更快
AKAM
近两年复合增速
1.7%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $646.0M |
| 净利润 | $85.1M | $-76.8M |
| 毛利率 | 58.7% | 69.8% |
| 营业利润率 | 8.7% | -17.5% |
| 净利率 | 7.8% | -11.9% |
| 营收同比 | 7.4% | -10.5% |
| 净利润同比 | -39.2% | 61.4% |
| 每股收益（稀释后） | $0.57 | $-0.96 |
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AKAMIAC
| Q4 25 | $1.1B | $646.0M | ||
| Q3 25 | $1.1B | $589.8M | ||
| Q2 25 | $1.0B | $586.9M | ||
| Q1 25 | $1.0B | $570.5M | ||
| Q4 24 | $1.0B | $721.4M | ||
| Q3 24 | $1.0B | $642.0M | ||
| Q2 24 | $979.6M | $634.4M | ||
| Q1 24 | $987.0M | $624.3M |
净利润AKAMIAC
| Q4 25 | $85.1M | $-76.8M | ||
| Q3 25 | $140.2M | $-21.9M | ||
| Q2 25 | $103.6M | $211.5M | ||
| Q1 25 | $123.2M | $-216.8M | ||
| Q4 24 | $139.9M | $-199.0M | ||
| Q3 24 | $57.9M | $-243.7M | ||
| Q2 24 | $131.7M | $-142.2M | ||
| Q1 24 | $175.4M | $45.0M |
毛利率AKAMIAC
| Q4 25 | 58.7% | 69.8% | ||
| Q3 25 | 59.3% | 64.8% | ||
| Q2 25 | 59.1% | 65.6% | ||
| Q1 25 | 58.7% | 64.0% | ||
| Q4 24 | 59.4% | 65.8% | ||
| Q3 24 | 59.3% | 62.1% | ||
| Q2 24 | 58.9% | 60.1% | ||
| Q1 24 | 60.0% | 58.4% |
营业利润率AKAMIAC
| Q4 25 | 8.7% | -17.5% | ||
| Q3 25 | 15.7% | -3.5% | ||
| Q2 25 | 14.5% | 0.1% | ||
| Q1 25 | 15.2% | 6.3% | ||
| Q4 24 | 14.5% | 6.7% | ||
| Q3 24 | 7.0% | 1.3% | ||
| Q2 24 | 15.1% | -3.4% | ||
| Q1 24 | 16.9% | -10.2% |
净利率AKAMIAC
| Q4 25 | 7.8% | -11.9% | ||
| Q3 25 | 13.3% | -3.7% | ||
| Q2 25 | 9.9% | 36.0% | ||
| Q1 25 | 12.1% | -38.0% | ||
| Q4 24 | 13.7% | -27.6% | ||
| Q3 24 | 5.8% | -38.0% | ||
| Q2 24 | 13.4% | -22.4% | ||
| Q1 24 | 17.8% | 7.2% |
每股收益（稀释后）AKAMIAC
| Q4 25 | $0.57 | $-0.96 | ||
| Q3 25 | $0.97 | $-0.27 | ||
| Q2 25 | $0.71 | $2.57 | ||
| Q1 25 | $0.82 | $-2.64 | ||
| Q4 24 | $0.92 | $-2.36 | ||
| Q3 24 | $0.38 | $-2.93 | ||
| Q2 24 | $0.86 | $-1.71 | ||
| Q1 24 | $1.11 | $0.51 |
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 | $960.2M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $5.0B | $4.7B |
| 总资产 | $11.5B | $7.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AKAMIAC
| Q4 25 | $1.2B | $960.2M | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $966.6M | $1.1B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.7B | $1.3B | ||
| Q2 24 | $1.6B | $1.3B | ||
| Q1 24 | $1.7B | $1.3B |
总债务AKAMIAC
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AKAMIAC
| Q4 25 | $5.0B | $4.7B | ||
| Q3 25 | $4.7B | $4.8B | ||
| Q2 25 | $4.5B | $4.9B | ||
| Q1 25 | $4.6B | $4.7B | ||
| Q4 24 | $4.9B | $5.6B | ||
| Q3 24 | $4.8B | $5.8B | ||
| Q2 24 | $4.8B | $6.0B | ||
| Q1 24 | $4.6B | $6.1B |
总资产AKAMIAC
| Q4 25 | $11.5B | $7.1B | ||
| Q3 25 | $10.8B | $7.2B | ||
| Q2 25 | $10.5B | $7.4B | ||
| Q1 25 | $10.0B | $7.2B | ||
| Q4 24 | $10.4B | $9.7B | ||
| Q3 24 | $10.2B | $9.8B | ||
| Q2 24 | $10.1B | $10.2B | ||
| Q1 24 | $9.9B | $10.4B |
负债/权益比AKAMIAC
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.30× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $36.6M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $31.4M |
| 自由现金流率自由现金流/营收 | 21.5% | 4.9% |
| 资本支出强度资本支出/营收 | 12.0% | 0.8% |
| 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 | $44.8M |
8季度趋势，按日历期对齐
经营现金流AKAMIAC
| Q4 25 | $366.6M | $36.6M | ||
| Q3 25 | $441.8M | $30.1M | ||
| Q2 25 | $459.1M | $-2.8M | ||
| Q1 25 | $251.2M | $63.0K | ||
| Q4 24 | $343.8M | $110.1M | ||
| Q3 24 | $392.5M | $95.3M | ||
| Q2 24 | $431.0M | $85.0M | ||
| Q1 24 | $351.9M | $64.1M |
自由现金流AKAMIAC
| Q4 25 | $234.9M | $31.4M | ||
| Q3 25 | $329.1M | $25.3M | ||
| Q2 25 | $313.6M | $-7.2M | ||
| Q1 25 | $133.4M | $-4.6M | ||
| Q4 24 | $250.9M | $104.8M | ||
| Q3 24 | $279.7M | $92.0M | ||
| Q2 24 | $340.0M | $81.6M | ||
| Q1 24 | $258.1M | $61.1M |
自由现金流率AKAMIAC
| Q4 25 | 21.5% | 4.9% | ||
| Q3 25 | 31.2% | 4.3% | ||
| Q2 25 | 30.1% | -1.2% | ||
| Q1 25 | 13.1% | -0.8% | ||
| Q4 24 | 24.6% | 14.5% | ||
| Q3 24 | 27.8% | 14.3% | ||
| Q2 24 | 34.7% | 12.9% | ||
| Q1 24 | 26.2% | 9.8% |
资本支出强度AKAMIAC
| Q4 25 | 12.0% | 0.8% | ||
| Q3 25 | 10.7% | 0.8% | ||
| Q2 25 | 13.9% | 0.8% | ||
| Q1 25 | 11.6% | 0.8% | ||
| Q4 24 | 9.1% | 0.7% | ||
| Q3 24 | 11.2% | 0.5% | ||
| Q2 24 | 9.3% | 0.5% | ||
| Q1 24 | 9.5% | 0.5% |
现金转化率AKAMIAC
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 4.43× | -0.01× | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | 1.42× |
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% |
IAC
| $168.5M | 26% | |
| Performance Marketing | $101.2M | 16% |
| Care.com | $85.7M | 13% |
| Subscription | $69.5M | 11% |
| Licensing And Other | $43.8M | 7% |
| Consumer Revenue | $43.2M | 7% |
| Advertising | $35.9M | 6% |
| Project And Other Print | $33.6M | 5% |
| Advertising Google | $28.9M | 4% |
| Newsstand | $22.4M | 3% |
| Emerging Other | $19.6M | 3% |
