vs
阿卡迈（AKAM）与英格索兰（IR）财务数据对比。点击上方公司名可切换其他公司
英格索兰的季度营收约是阿卡迈的1.9倍（$2.1B vs $1.1B），英格索兰净利率更高（12.7% vs 7.8%，领先5.0%），英格索兰同比增速更快（10.1% vs 7.4%），英格索兰自由现金流更多（$461.5M vs $234.9M），过去两年英格索兰的营收复合增速更高（11.9% 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。
英格索兰是一家美国跨国企业，主营流体生产及工业产品业务。公司于2020年2月由原英格索兰plc的工业业务板块分拆后与加德纳丹佛合并组建，旗下拥有40多个品牌，产品覆盖全球所有主要市场。
AKAM vs IR — 直观对比
营收规模更大
IR
是对方的1.9倍
$1.1B
营收增速更快
IR
高出2.8%
7.4%
净利率更高
IR
高出5.0%
7.8%
自由现金流更多
IR
多$226.6M
$234.9M
两年增速更快
IR
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.1B |
| 净利润 | $85.1M | $266.1M |
| 毛利率 | 58.7% | 42.6% |
| 营业利润率 | 8.7% | 18.7% |
| 净利率 | 7.8% | 12.7% |
| 营收同比 | 7.4% | 10.1% |
| 净利润同比 | -39.2% | 15.8% |
| 每股收益（稀释后） | $0.57 | $0.67 |
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AKAMIR
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.0B | $1.7B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $979.6M | $1.8B | ||
| Q1 24 | $987.0M | $1.7B |
净利润AKAMIR
| Q4 25 | $85.1M | $266.1M | ||
| Q3 25 | $140.2M | $244.1M | ||
| Q2 25 | $103.6M | $-115.3M | ||
| Q1 25 | $123.2M | $186.5M | ||
| Q4 24 | $139.9M | $229.8M | ||
| Q3 24 | $57.9M | $221.6M | ||
| Q2 24 | $131.7M | $185.0M | ||
| Q1 24 | $175.4M | $202.2M |
毛利率AKAMIR
| Q4 25 | 58.7% | 42.6% | ||
| Q3 25 | 59.3% | 43.7% | ||
| Q2 25 | 59.1% | 43.7% | ||
| Q1 25 | 58.7% | 44.6% | ||
| Q4 24 | 59.4% | 42.9% | ||
| Q3 24 | 59.3% | 43.8% | ||
| Q2 24 | 58.9% | 43.9% | ||
| Q1 24 | 60.0% | 44.7% |
营业利润率AKAMIR
| Q4 25 | 8.7% | 18.7% | ||
| Q3 25 | 15.7% | 19.2% | ||
| Q2 25 | 14.5% | 4.0% | ||
| Q1 25 | 15.2% | 17.6% | ||
| Q4 24 | 14.5% | 20.0% | ||
| Q3 24 | 7.0% | 19.1% | ||
| Q2 24 | 15.1% | 15.1% | ||
| Q1 24 | 16.9% | 17.6% |
净利率AKAMIR
| Q4 25 | 7.8% | 12.7% | ||
| Q3 25 | 13.3% | 12.5% | ||
| Q2 25 | 9.9% | -6.1% | ||
| Q1 25 | 12.1% | 10.9% | ||
| Q4 24 | 13.7% | 12.1% | ||
| Q3 24 | 5.8% | 11.9% | ||
| Q2 24 | 13.4% | 10.2% | ||
| Q1 24 | 17.8% | 12.1% |
每股收益（稀释后）AKAMIR
| Q4 25 | $0.57 | $0.67 | ||
| Q3 25 | $0.97 | $0.61 | ||
| Q2 25 | $0.71 | $-0.29 | ||
| Q1 25 | $0.82 | $0.46 | ||
| Q4 24 | $0.92 | $0.57 | ||
| Q3 24 | $0.38 | $0.54 | ||
| Q2 24 | $0.86 | $0.45 | ||
| Q1 24 | $1.11 | $0.50 |
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 | $1.2B |
| 总债务越低越好 | — | $4.8B |
| 股东权益账面价值 | $5.0B | $10.1B |
| 总资产 | $11.5B | $18.3B |
| 负债/权益比越低杠杆越低 | — | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资AKAMIR
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $966.6M | $1.3B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.6B | $1.1B | ||
| Q1 24 | $1.7B | $1.5B |
总债务AKAMIR
| Q4 25 | — | $4.8B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $4.8B | ||
| Q1 25 | — | $4.8B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.8B | ||
| Q2 24 | — | $4.8B | ||
| Q1 24 | — | $2.7B |
股东权益AKAMIR
| Q4 25 | $5.0B | $10.1B | ||
| Q3 25 | $4.7B | $10.1B | ||
| Q2 25 | $4.5B | $10.1B | ||
| Q1 25 | $4.6B | $10.5B | ||
| Q4 24 | $4.9B | $10.2B | ||
| Q3 24 | $4.8B | $10.3B | ||
| Q2 24 | $4.8B | $10.0B | ||
| Q1 24 | $4.6B | $9.9B |
总资产AKAMIR
| Q4 25 | $11.5B | $18.3B | ||
| Q3 25 | $10.8B | $18.2B | ||
| Q2 25 | $10.5B | $18.1B | ||
| Q1 25 | $10.0B | $18.4B | ||
| Q4 24 | $10.4B | $18.0B | ||
| Q3 24 | $10.2B | $18.2B | ||
| Q2 24 | $10.1B | $17.8B | ||
| Q1 24 | $9.9B | $15.5B |
负债/权益比AKAMIR
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.45× | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | 0.47× | ||
| Q2 24 | — | 0.48× | ||
| Q1 24 | — | 0.27× |
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 | $499.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $461.5M |
| 自由现金流率自由现金流/营收 | 21.5% | 22.1% |
| 资本支出强度资本支出/营收 | 12.0% | 1.8% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.88× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $1.2B |
8季度趋势，按日历期对齐
经营现金流AKAMIR
| Q4 25 | $366.6M | $499.0M | ||
| Q3 25 | $441.8M | $354.6M | ||
| Q2 25 | $459.1M | $245.7M | ||
| Q1 25 | $251.2M | $256.4M | ||
| Q4 24 | $343.8M | $526.2M | ||
| Q3 24 | $392.5M | $404.0M | ||
| Q2 24 | $431.0M | $304.9M | ||
| Q1 24 | $351.9M | $161.6M |
自由现金流AKAMIR
| Q4 25 | $234.9M | $461.5M | ||
| Q3 25 | $329.1M | $325.5M | ||
| Q2 25 | $313.6M | $210.4M | ||
| Q1 25 | $133.4M | $222.7M | ||
| Q4 24 | $250.9M | $490.9M | ||
| Q3 24 | $279.7M | $374.3M | ||
| Q2 24 | $340.0M | $283.1M | ||
| Q1 24 | $258.1M | $99.3M |
自由现金流率AKAMIR
| Q4 25 | 21.5% | 22.1% | ||
| Q3 25 | 31.2% | 16.6% | ||
| Q2 25 | 30.1% | 11.1% | ||
| Q1 25 | 13.1% | 13.0% | ||
| Q4 24 | 24.6% | 25.9% | ||
| Q3 24 | 27.8% | 20.1% | ||
| Q2 24 | 34.7% | 15.7% | ||
| Q1 24 | 26.2% | 5.9% |
资本支出强度AKAMIR
| Q4 25 | 12.0% | 1.8% | ||
| Q3 25 | 10.7% | 1.5% | ||
| Q2 25 | 13.9% | 1.9% | ||
| Q1 25 | 11.6% | 2.0% | ||
| Q4 24 | 9.1% | 1.9% | ||
| Q3 24 | 11.2% | 1.6% | ||
| Q2 24 | 9.3% | 1.2% | ||
| Q1 24 | 9.5% | 3.7% |
现金转化率AKAMIR
| Q4 25 | 4.31× | 1.88× | ||
| Q3 25 | 3.15× | 1.45× | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 2.04× | 1.37× | ||
| Q4 24 | 2.46× | 2.29× | ||
| Q3 24 | 6.78× | 1.82× | ||
| Q2 24 | 3.27× | 1.65× | ||
| Q1 24 | 2.01× | 0.80× |
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% |
IR
| Transferred At Point In Time | $1.5B | 71% |
| Transferred Over Time | $193.0M | 9% |
| Precision And Science Technologies Segment | $183.1M | 9% |
| Acquisitions In2024 | $175.6M | 8% |
| Acquisitions In2025 | $70.8M | 3% |
