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阿卡迈（AKAM）与力特（LFUS）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力特的1.8倍（$1.1B vs $593.9M）。阿卡迈净利率更高（7.8% vs -40.8%，领先48.5%）。力特同比增速更快（12.2% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $119.7M）。过去两年阿卡迈的营收复合增速更高（5.3% 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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
AKAM vs LFUS — 直观对比
营收规模更大
AKAM
是对方的1.8倍
$593.9M
营收增速更快
LFUS
高出4.8%
7.4%
净利率更高
AKAM
高出48.5%
-40.8%
自由现金流更多
AKAM
多$115.2M
$119.7M
两年增速更快
AKAM
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $593.9M |
| 净利润 | $85.1M | $-242.1M |
| 毛利率 | 58.7% | 38.0% |
| 营业利润率 | 8.7% | -37.5% |
| 净利率 | 7.8% | -40.8% |
| 营收同比 | 7.4% | 12.2% |
| 净利润同比 | -39.2% | -367.6% |
| 每股收益（稀释后） | $0.57 | $-9.71 |
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AKAMLFUS
| Q4 25 | $1.1B | $593.9M | ||
| Q3 25 | $1.1B | $624.6M | ||
| Q2 25 | $1.0B | $613.4M | ||
| Q1 25 | $1.0B | $554.3M | ||
| Q4 24 | $1.0B | $529.5M | ||
| Q3 24 | $1.0B | $567.4M | ||
| Q2 24 | $979.6M | $558.5M | ||
| Q1 24 | $987.0M | $535.4M |
净利润AKAMLFUS
| Q4 25 | $85.1M | $-242.1M | ||
| Q3 25 | $140.2M | $69.5M | ||
| Q2 25 | $103.6M | $57.3M | ||
| Q1 25 | $123.2M | $43.6M | ||
| Q4 24 | $139.9M | $-51.8M | ||
| Q3 24 | $57.9M | $58.1M | ||
| Q2 24 | $131.7M | $45.5M | ||
| Q1 24 | $175.4M | $48.5M |
毛利率AKAMLFUS
| Q4 25 | 58.7% | 38.0% | ||
| Q3 25 | 59.3% | 38.6% | ||
| Q2 25 | 59.1% | 37.8% | ||
| Q1 25 | 58.7% | 37.4% | ||
| Q4 24 | 59.4% | 33.4% | ||
| Q3 24 | 59.3% | 38.1% | ||
| Q2 24 | 58.9% | 37.1% | ||
| Q1 24 | 60.0% | 35.1% |
营业利润率AKAMLFUS
| Q4 25 | 8.7% | -37.5% | ||
| Q3 25 | 15.7% | 15.6% | ||
| Q2 25 | 14.5% | 15.1% | ||
| Q1 25 | 15.2% | 12.7% | ||
| Q4 24 | 14.5% | -9.3% | ||
| Q3 24 | 7.0% | 15.5% | ||
| Q2 24 | 15.1% | 11.7% | ||
| Q1 24 | 16.9% | 10.3% |
净利率AKAMLFUS
| Q4 25 | 7.8% | -40.8% | ||
| Q3 25 | 13.3% | 11.1% | ||
| Q2 25 | 9.9% | 9.3% | ||
| Q1 25 | 12.1% | 7.9% | ||
| Q4 24 | 13.7% | -9.8% | ||
| Q3 24 | 5.8% | 10.2% | ||
| Q2 24 | 13.4% | 8.1% | ||
| Q1 24 | 17.8% | 9.0% |
每股收益（稀释后）AKAMLFUS
| Q4 25 | $0.57 | $-9.71 | ||
| Q3 25 | $0.97 | $2.77 | ||
| Q2 25 | $0.71 | $2.30 | ||
| Q1 25 | $0.82 | $1.75 | ||
| Q4 24 | $0.92 | $-2.07 | ||
| Q3 24 | $0.38 | $2.32 | ||
| Q2 24 | $0.86 | $1.82 | ||
| Q1 24 | $1.11 | $1.93 |
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 | $563.7M |
| 总债务越低越好 | — | $802.6M |
| 股东权益账面价值 | $5.0B | $2.4B |
| 总资产 | $11.5B | $4.0B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AKAMLFUS
| Q4 25 | $1.2B | $563.7M | ||
| Q3 25 | $1.1B | $815.0M | ||
| Q2 25 | $966.6M | $685.5M | ||
| Q1 25 | $1.3B | $619.7M | ||
| Q4 24 | $1.6B | $725.9M | ||
| Q3 24 | $1.7B | $630.7M | ||
| Q2 24 | $1.6B | $562.7M | ||
| Q1 24 | $1.7B | $562.4M |
总债务AKAMLFUS
| Q4 25 | — | $802.6M | ||
| Q3 25 | — | $805.8M | ||
| Q2 25 | — | $810.2M | ||
| Q1 25 | — | $805.7M | ||
| Q4 24 | — | $856.1M | ||
| Q3 24 | — | $867.7M | ||
| Q2 24 | — | $863.5M | ||
| Q1 24 | — | $866.7M |
股东权益AKAMLFUS
| Q4 25 | $5.0B | $2.4B | ||
| Q3 25 | $4.7B | $2.7B | ||
| Q2 25 | $4.5B | $2.6B | ||
| Q1 25 | $4.6B | $2.5B | ||
| Q4 24 | $4.9B | $2.4B | ||
| Q3 24 | $4.8B | $2.6B | ||
| Q2 24 | $4.8B | $2.5B | ||
| Q1 24 | $4.6B | $2.5B |
总资产AKAMLFUS
| Q4 25 | $11.5B | $4.0B | ||
| Q3 25 | $10.8B | $4.2B | ||
| Q2 25 | $10.5B | $4.1B | ||
| Q1 25 | $10.0B | $3.9B | ||
| Q4 24 | $10.4B | $3.9B | ||
| Q3 24 | $10.2B | $4.1B | ||
| Q2 24 | $10.1B | $3.9B | ||
| Q1 24 | $9.9B | $3.9B |
负债/权益比AKAMLFUS
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.31× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | — | 0.34× | ||
| Q2 24 | — | 0.35× | ||
| Q1 24 | — | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $119.7M |
| 自由现金流率自由现金流/营收 | 21.5% | 20.2% |
| 资本支出强度资本支出/营收 | 12.0% | 3.2% |
| 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 | $366.1M |
8季度趋势，按日历期对齐
经营现金流AKAMLFUS
| Q4 25 | $366.6M | $138.7M | ||
| Q3 25 | $441.8M | $146.9M | ||
| Q2 25 | $459.1M | $82.5M | ||
| Q1 25 | $251.2M | $65.8M | ||
| Q4 24 | $343.8M | $160.6M | ||
| Q3 24 | $392.5M | $80.4M | ||
| Q2 24 | $431.0M | $69.4M | ||
| Q1 24 | $351.9M | $57.1M |
自由现金流AKAMLFUS
| Q4 25 | $234.9M | $119.7M | ||
| Q3 25 | $329.1M | $131.2M | ||
| Q2 25 | $313.6M | $72.6M | ||
| Q1 25 | $133.4M | $42.7M | ||
| Q4 24 | $250.9M | $134.8M | ||
| Q3 24 | $279.7M | $65.0M | ||
| Q2 24 | $340.0M | $50.3M | ||
| Q1 24 | $258.1M | $41.6M |
自由现金流率AKAMLFUS
| Q4 25 | 21.5% | 20.2% | ||
| Q3 25 | 31.2% | 21.0% | ||
| Q2 25 | 30.1% | 11.8% | ||
| Q1 25 | 13.1% | 7.7% | ||
| Q4 24 | 24.6% | 25.5% | ||
| Q3 24 | 27.8% | 11.5% | ||
| Q2 24 | 34.7% | 9.0% | ||
| Q1 24 | 26.2% | 7.8% |
资本支出强度AKAMLFUS
| Q4 25 | 12.0% | 3.2% | ||
| Q3 25 | 10.7% | 2.5% | ||
| Q2 25 | 13.9% | 1.6% | ||
| Q1 25 | 11.6% | 4.2% | ||
| Q4 24 | 9.1% | 4.9% | ||
| Q3 24 | 11.2% | 2.7% | ||
| Q2 24 | 9.3% | 3.4% | ||
| Q1 24 | 9.5% | 2.9% |
现金转化率AKAMLFUS
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 2.11× | ||
| Q2 25 | 4.43× | 1.44× | ||
| Q1 25 | 2.04× | 1.51× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | 1.39× | ||
| Q2 24 | 3.27× | 1.53× | ||
| Q1 24 | 2.01× | 1.18× |
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% |
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
