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阿卡迈（AKAM）与LANDSTAR SYSTEM INC（LSTR）财务数据对比。点击上方公司名可切换其他公司
LANDSTAR SYSTEM INC的季度营收约是阿卡迈的1.1倍（$1.2B vs $1.1B），阿卡迈净利率更高（7.8% vs 3.4%，领先4.4%），阿卡迈同比增速更快（7.4% vs 1.6%），过去两年阿卡迈的营收复合增速更高（5.3% vs -2.2%）
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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
AKAM vs LSTR — 直观对比
营收规模更大
LSTR
是对方的1.1倍
$1.1B
营收增速更快
AKAM
高出5.7%
1.6%
净利率更高
AKAM
高出4.4%
3.4%
两年增速更快
AKAM
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $85.1M | $39.4M |
| 毛利率 | 58.7% | 9.6% |
| 营业利润率 | 8.7% | 4.5% |
| 净利率 | 7.8% | 3.4% |
| 营收同比 | 7.4% | 1.6% |
| 净利润同比 | -39.2% | 32.3% |
| 每股收益（稀释后） | $0.57 | $1.16 |
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AKAMLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $979.6M | $1.2B |
净利润AKAMLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $85.1M | $23.9M | ||
| Q3 25 | $140.2M | $19.4M | ||
| Q2 25 | $103.6M | $41.9M | ||
| Q1 25 | $123.2M | $29.8M | ||
| Q4 24 | $139.9M | $46.2M | ||
| Q3 24 | $57.9M | $50.0M | ||
| Q2 24 | $131.7M | $52.6M |
毛利率AKAMLSTR
| Q1 26 | — | 9.6% | ||
| 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% | — |
营业利润率AKAMLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 8.7% | 2.5% | ||
| Q3 25 | 15.7% | 2.2% | ||
| Q2 25 | 14.5% | 4.6% | ||
| Q1 25 | 15.2% | 3.4% | ||
| Q4 24 | 14.5% | 4.8% | ||
| Q3 24 | 7.0% | 5.2% | ||
| Q2 24 | 15.1% | 5.6% |
净利率AKAMLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 7.8% | 2.0% | ||
| Q3 25 | 13.3% | 1.6% | ||
| Q2 25 | 9.9% | 3.5% | ||
| Q1 25 | 12.1% | 2.6% | ||
| Q4 24 | 13.7% | 3.8% | ||
| Q3 24 | 5.8% | 4.1% | ||
| Q2 24 | 13.4% | 4.3% |
每股收益（稀释后）AKAMLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $0.57 | $0.70 | ||
| Q3 25 | $0.97 | $0.56 | ||
| Q2 25 | $0.71 | $1.20 | ||
| Q1 25 | $0.82 | $0.85 | ||
| Q4 24 | $0.92 | $1.30 | ||
| Q3 24 | $0.38 | $1.41 | ||
| Q2 24 | $0.86 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $5.0B | $799.0M |
| 总资产 | $11.5B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资AKAMLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $1.2B | $452.2M | ||
| Q3 25 | $1.1B | $434.4M | ||
| Q2 25 | $966.6M | $426.2M | ||
| Q1 25 | $1.3B | $473.4M | ||
| Q4 24 | $1.6B | $566.6M | ||
| Q3 24 | $1.7B | $531.3M | ||
| Q2 24 | $1.6B | $504.0M |
总债务AKAMLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益AKAMLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $5.0B | $795.7M | ||
| Q3 25 | $4.7B | $888.7M | ||
| Q2 25 | $4.5B | $921.8M | ||
| Q1 25 | $4.6B | $930.8M | ||
| Q4 24 | $4.9B | $972.4M | ||
| Q3 24 | $4.8B | $1.0B | ||
| Q2 24 | $4.8B | $1.0B |
总资产AKAMLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $11.5B | $1.6B | ||
| Q3 25 | $10.8B | $1.7B | ||
| Q2 25 | $10.5B | $1.7B | ||
| Q1 25 | $10.0B | $1.7B | ||
| Q4 24 | $10.4B | $1.8B | ||
| Q3 24 | $10.2B | $1.8B | ||
| Q2 24 | $10.1B | $1.8B |
负债/权益比AKAMLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $234.9M | — |
| 自由现金流率自由现金流/营收 | 21.5% | — |
| 资本支出强度资本支出/营收 | 12.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AKAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | $366.6M | $72.7M | ||
| Q3 25 | $441.8M | $89.3M | ||
| Q2 25 | $459.1M | $7.1M | ||
| Q1 25 | $251.2M | $55.7M | ||
| Q4 24 | $343.8M | $61.1M | ||
| Q3 24 | $392.5M | $83.1M | ||
| Q2 24 | $431.0M | $48.1M |
自由现金流AKAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $70.5M | ||
| Q3 25 | $329.1M | $86.0M | ||
| Q2 25 | $313.6M | $4.7M | ||
| Q1 25 | $133.4M | $53.8M | ||
| Q4 24 | $250.9M | $54.4M | ||
| Q3 24 | $279.7M | $75.6M | ||
| Q2 24 | $340.0M | $40.6M |
自由现金流率AKAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | 6.0% | ||
| Q3 25 | 31.2% | 7.1% | ||
| Q2 25 | 30.1% | 0.4% | ||
| Q1 25 | 13.1% | 4.7% | ||
| Q4 24 | 24.6% | 4.5% | ||
| Q3 24 | 27.8% | 6.2% | ||
| Q2 24 | 34.7% | 3.3% |
资本支出强度AKAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 0.2% | ||
| Q3 25 | 10.7% | 0.3% | ||
| Q2 25 | 13.9% | 0.2% | ||
| Q1 25 | 11.6% | 0.2% | ||
| Q4 24 | 9.1% | 0.6% | ||
| Q3 24 | 11.2% | 0.6% | ||
| Q2 24 | 9.3% | 0.6% |
现金转化率AKAMLSTR
| Q1 26 | — | — | ||
| Q4 25 | 4.31× | 3.04× | ||
| Q3 25 | 3.15× | 4.61× | ||
| Q2 25 | 4.43× | 0.17× | ||
| Q1 25 | 2.04× | 1.87× | ||
| Q4 24 | 2.46× | 1.32× | ||
| Q3 24 | 6.78× | 1.66× | ||
| Q2 24 | 3.27× | 0.91× |
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% |
LSTR
暂无分部数据
