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阿卡迈（AKAM）与景顺（IVZ）财务数据对比。点击上方公司名可切换其他公司
景顺的季度营收约是阿卡迈的1.5倍（$1.7B vs $1.1B），阿卡迈净利率更高（7.8% vs -58.9%，领先66.6%），阿卡迈同比增速更快（7.4% vs 6.2%），景顺自由现金流更多（$432.2M vs $234.9M），过去两年景顺的营收复合增速更高（7.1% 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。
景顺是总部位于美国佐治亚州亚特兰大的独立投资管理企业，在全球20个国家设有分支机构，旗下运营景顺、Invesco Perpetual、PowerShares等品牌，普通股为标普500指数成分股，于纽约证券交易所挂牌交易。
AKAM vs IVZ — 直观对比
营收规模更大
IVZ
是对方的1.5倍
$1.1B
营收增速更快
AKAM
高出1.1%
6.2%
净利率更高
AKAM
高出66.6%
-58.9%
自由现金流更多
IVZ
多$197.3M
$234.9M
两年增速更快
IVZ
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $85.1M | $-995.9M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | -86.2% |
| 净利率 | 7.8% | -58.9% |
| 营收同比 | 7.4% | 6.2% |
| 净利润同比 | -39.2% | -575.8% |
| 每股收益（稀释后） | $0.57 | $-2.61 |
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AKAMIVZ
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.0B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.6B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $979.6M | $1.5B | ||
| Q1 24 | $987.0M | $1.5B |
净利润AKAMIVZ
| Q4 25 | $85.1M | $-995.9M | ||
| Q3 25 | $140.2M | $356.4M | ||
| Q2 25 | $103.6M | $197.4M | ||
| Q1 25 | $123.2M | $171.1M | ||
| Q4 24 | $139.9M | $209.3M | ||
| Q3 24 | $57.9M | $55.0M | ||
| Q2 24 | $131.7M | $132.2M | ||
| Q1 24 | $175.4M | $141.5M |
毛利率AKAMIVZ
| 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AKAMIVZ
| Q4 25 | 8.7% | -86.2% | ||
| Q3 25 | 15.7% | 16.5% | ||
| Q2 25 | 14.5% | 14.1% | ||
| Q1 25 | 15.2% | 18.1% | ||
| Q4 24 | 14.5% | 19.6% | ||
| Q3 24 | 7.0% | 6.6% | ||
| Q2 24 | 15.1% | 13.9% | ||
| Q1 24 | 16.9% | 14.4% |
净利率AKAMIVZ
| Q4 25 | 7.8% | -58.9% | ||
| Q3 25 | 13.3% | 21.7% | ||
| Q2 25 | 9.9% | 13.0% | ||
| Q1 25 | 12.1% | 11.2% | ||
| Q4 24 | 13.7% | 13.1% | ||
| Q3 24 | 5.8% | 3.6% | ||
| Q2 24 | 13.4% | 8.9% | ||
| Q1 24 | 17.8% | 9.6% |
每股收益（稀释后）AKAMIVZ
| Q4 25 | $0.57 | $-2.61 | ||
| Q3 25 | $0.97 | $0.66 | ||
| Q2 25 | $0.71 | $-0.03 | ||
| Q1 25 | $0.82 | $0.38 | ||
| Q4 24 | $0.92 | $0.46 | ||
| Q3 24 | $0.38 | $0.12 | ||
| Q2 24 | $0.86 | $0.29 | ||
| Q1 24 | $1.11 | $0.31 |
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 | $1.0B |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $5.0B | $12.2B |
| 总资产 | $11.5B | $27.1B |
| 负债/权益比越低杠杆越低 | — | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资AKAMIVZ
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.1B | $973.1M | ||
| Q2 25 | $966.6M | $922.7M | ||
| Q1 25 | $1.3B | $821.7M | ||
| Q4 24 | $1.6B | $986.5M | ||
| Q3 24 | $1.7B | $1.0B | ||
| Q2 24 | $1.6B | $878.5M | ||
| Q1 24 | $1.7B | $895.7M |
总债务AKAMIVZ
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $964.8M | ||
| Q4 24 | — | $890.6M | ||
| Q3 24 | — | $890.3M | ||
| Q2 24 | — | $890.1M | ||
| Q1 24 | — | $1.3B |
股东权益AKAMIVZ
| Q4 25 | $5.0B | $12.2B | ||
| Q3 25 | $4.7B | $14.0B | ||
| Q2 25 | $4.5B | $13.9B | ||
| Q1 25 | $4.6B | $14.7B | ||
| Q4 24 | $4.9B | $14.6B | ||
| Q3 24 | $4.8B | $14.8B | ||
| Q2 24 | $4.8B | $14.6B | ||
| Q1 24 | $4.6B | $14.6B |
总资产AKAMIVZ
| Q4 25 | $11.5B | $27.1B | ||
| Q3 25 | $10.8B | $28.4B | ||
| Q2 25 | $10.5B | $28.5B | ||
| Q1 25 | $10.0B | $28.1B | ||
| Q4 24 | $10.4B | $27.0B | ||
| Q3 24 | $10.2B | $27.5B | ||
| Q2 24 | $10.1B | $27.2B | ||
| Q1 24 | $9.9B | $28.1B |
负债/权益比AKAMIVZ
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.14× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.06× | ||
| Q1 24 | — | 0.09× |
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 | $455.8M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $432.2M |
| 自由现金流率自由现金流/营收 | 21.5% | 25.5% |
| 资本支出强度资本支出/营收 | 12.0% | 1.4% |
| 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 | $1.4B |
8季度趋势，按日历期对齐
经营现金流AKAMIVZ
| Q4 25 | $366.6M | $455.8M | ||
| Q3 25 | $441.8M | $606.2M | ||
| Q2 25 | $459.1M | $547.9M | ||
| Q1 25 | $251.2M | $-84.6M | ||
| Q4 24 | $343.8M | $316.9M | ||
| Q3 24 | $392.5M | $438.4M | ||
| Q2 24 | $431.0M | $489.1M | ||
| Q1 24 | $351.9M | $-54.4M |
自由现金流AKAMIVZ
| Q4 25 | $234.9M | $432.2M | ||
| Q3 25 | $329.1M | $586.4M | ||
| Q2 25 | $313.6M | $530.4M | ||
| Q1 25 | $133.4M | $-108.0M | ||
| Q4 24 | $250.9M | $309.9M | ||
| Q3 24 | $279.7M | $410.0M | ||
| Q2 24 | $340.0M | $462.4M | ||
| Q1 24 | $258.1M | $-75.4M |
自由现金流率AKAMIVZ
| Q4 25 | 21.5% | 25.5% | ||
| Q3 25 | 31.2% | 35.7% | ||
| Q2 25 | 30.1% | 35.0% | ||
| Q1 25 | 13.1% | -7.1% | ||
| Q4 24 | 24.6% | 19.5% | ||
| Q3 24 | 27.8% | 27.1% | ||
| Q2 24 | 34.7% | 31.2% | ||
| Q1 24 | 26.2% | -5.1% |
资本支出强度AKAMIVZ
| Q4 25 | 12.0% | 1.4% | ||
| Q3 25 | 10.7% | 1.2% | ||
| Q2 25 | 13.9% | 1.2% | ||
| Q1 25 | 11.6% | 1.5% | ||
| Q4 24 | 9.1% | 0.4% | ||
| Q3 24 | 11.2% | 1.9% | ||
| Q2 24 | 9.3% | 1.8% | ||
| Q1 24 | 9.5% | 1.4% |
现金转化率AKAMIVZ
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 1.70× | ||
| Q2 25 | 4.43× | 2.78× | ||
| Q1 25 | 2.04× | -0.49× | ||
| Q4 24 | 2.46× | 1.51× | ||
| Q3 24 | 6.78× | 7.97× | ||
| Q2 24 | 3.27× | 3.70× | ||
| Q1 24 | 2.01× | -0.38× |
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% |
IVZ
| Investment Advice | $1.2B | 73% |
| Distribution And Shareholder Service | $382.7M | 23% |
| Financial Service Other | $51.0M | 3% |
| Investment Performance | $28.9M | 2% |
