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阿卡迈（AKAM）与Medpace Holdings, Inc.（MEDP）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Medpace Holdings, Inc.的1.5倍（$1.1B vs $708.5M），Medpace Holdings, Inc.净利率更高（19.1% vs 7.8%，领先11.3%），Medpace Holdings, Inc.同比增速更快（32.0% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $188.1M），过去两年Medpace Holdings, Inc.的营收复合增速更高（17.7% 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。
Medpace Holdings, Inc.是总部位于美国俄亥俄州辛辛那提的全球性临床研究机构（CRO），现有员工约6000人。公司采用全服务运营模式，可提供全球中心实验室、影像核心实验室、生物分析实验室服务，且在总部临床研究园区内设有I期临床试验单元。
AKAM vs MEDP — 直观对比
营收规模更大
AKAM
是对方的1.5倍
$708.5M
营收增速更快
MEDP
高出24.7%
7.4%
净利率更高
MEDP
高出11.3%
7.8%
自由现金流更多
AKAM
多$46.8M
$188.1M
两年增速更快
MEDP
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $708.5M |
| 净利润 | $85.1M | $135.1M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 21.6% |
| 净利率 | 7.8% | 19.1% |
| 营收同比 | 7.4% | 32.0% |
| 净利润同比 | -39.2% | 15.5% |
| 每股收益（稀释后） | $0.57 | $4.65 |
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AKAMMEDP
| Q4 25 | $1.1B | $708.5M | ||
| Q3 25 | $1.1B | $659.9M | ||
| Q2 25 | $1.0B | $603.3M | ||
| Q1 25 | $1.0B | $558.6M | ||
| Q4 24 | $1.0B | $536.6M | ||
| Q3 24 | $1.0B | $533.3M | ||
| Q2 24 | $979.6M | $528.1M | ||
| Q1 24 | $987.0M | $511.0M |
净利润AKAMMEDP
| Q4 25 | $85.1M | $135.1M | ||
| Q3 25 | $140.2M | $111.1M | ||
| Q2 25 | $103.6M | $90.3M | ||
| Q1 25 | $123.2M | $114.6M | ||
| Q4 24 | $139.9M | $117.0M | ||
| Q3 24 | $57.9M | $96.4M | ||
| Q2 24 | $131.7M | $88.4M | ||
| Q1 24 | $175.4M | $102.6M |
毛利率AKAMMEDP
| 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AKAMMEDP
| Q4 25 | 8.7% | 21.6% | ||
| Q3 25 | 15.7% | 21.5% | ||
| Q2 25 | 14.5% | 20.9% | ||
| Q1 25 | 15.2% | 20.3% | ||
| Q4 24 | 14.5% | 23.4% | ||
| Q3 24 | 7.0% | 21.1% | ||
| Q2 24 | 15.1% | 19.9% | ||
| Q1 24 | 16.9% | 20.4% |
净利率AKAMMEDP
| Q4 25 | 7.8% | 19.1% | ||
| Q3 25 | 13.3% | 16.8% | ||
| Q2 25 | 9.9% | 15.0% | ||
| Q1 25 | 12.1% | 20.5% | ||
| Q4 24 | 13.7% | 21.8% | ||
| Q3 24 | 5.8% | 18.1% | ||
| Q2 24 | 13.4% | 16.7% | ||
| Q1 24 | 17.8% | 20.1% |
每股收益（稀释后）AKAMMEDP
| Q4 25 | $0.57 | $4.65 | ||
| Q3 25 | $0.97 | $3.86 | ||
| Q2 25 | $0.71 | $3.10 | ||
| Q1 25 | $0.82 | $3.67 | ||
| Q4 24 | $0.92 | $3.67 | ||
| Q3 24 | $0.38 | $3.01 | ||
| Q2 24 | $0.86 | $2.75 | ||
| Q1 24 | $1.11 | $3.20 |
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 | $497.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $459.1M |
| 总资产 | $11.5B | $2.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AKAMMEDP
| Q4 25 | $1.2B | $497.0M | ||
| Q3 25 | $1.1B | $285.4M | ||
| Q2 25 | $966.6M | $46.3M | ||
| Q1 25 | $1.3B | $441.4M | ||
| Q4 24 | $1.6B | $669.4M | ||
| Q3 24 | $1.7B | $656.9M | ||
| Q2 24 | $1.6B | $510.9M | ||
| Q1 24 | $1.7B | $407.0M |
股东权益AKAMMEDP
| Q4 25 | $5.0B | $459.1M | ||
| Q3 25 | $4.7B | $293.6M | ||
| Q2 25 | $4.5B | $172.4M | ||
| Q1 25 | $4.6B | $593.6M | ||
| Q4 24 | $4.9B | $825.5M | ||
| Q3 24 | $4.8B | $881.4M | ||
| Q2 24 | $4.8B | $763.6M | ||
| Q1 24 | $4.6B | $671.5M |
总资产AKAMMEDP
| Q4 25 | $11.5B | $2.0B | ||
| Q3 25 | $10.8B | $1.8B | ||
| Q2 25 | $10.5B | $1.6B | ||
| Q1 25 | $10.0B | $1.9B | ||
| Q4 24 | $10.4B | $2.1B | ||
| Q3 24 | $10.2B | $2.1B | ||
| Q2 24 | $10.1B | $1.9B | ||
| Q1 24 | $9.9B | $1.8B |
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 | $192.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $188.1M |
| 自由现金流率自由现金流/营收 | 21.5% | 26.6% |
| 资本支出强度资本支出/营收 | 12.0% | 0.6% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.43× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $681.9M |
8季度趋势，按日历期对齐
经营现金流AKAMMEDP
| Q4 25 | $366.6M | $192.7M | ||
| Q3 25 | $441.8M | $246.2M | ||
| Q2 25 | $459.1M | $148.5M | ||
| Q1 25 | $251.2M | $125.8M | ||
| Q4 24 | $343.8M | $190.7M | ||
| Q3 24 | $392.5M | $149.1M | ||
| Q2 24 | $431.0M | $116.4M | ||
| Q1 24 | $351.9M | $152.7M |
自由现金流AKAMMEDP
| Q4 25 | $234.9M | $188.1M | ||
| Q3 25 | $329.1M | $235.5M | ||
| Q2 25 | $313.6M | $142.4M | ||
| Q1 25 | $133.4M | $115.8M | ||
| Q4 24 | $250.9M | $183.0M | ||
| Q3 24 | $279.7M | $138.5M | ||
| Q2 24 | $340.0M | $103.5M | ||
| Q1 24 | $258.1M | $147.2M |
自由现金流率AKAMMEDP
| Q4 25 | 21.5% | 26.6% | ||
| Q3 25 | 31.2% | 35.7% | ||
| Q2 25 | 30.1% | 23.6% | ||
| Q1 25 | 13.1% | 20.7% | ||
| Q4 24 | 24.6% | 34.1% | ||
| Q3 24 | 27.8% | 26.0% | ||
| Q2 24 | 34.7% | 19.6% | ||
| Q1 24 | 26.2% | 28.8% |
资本支出强度AKAMMEDP
| Q4 25 | 12.0% | 0.6% | ||
| Q3 25 | 10.7% | 1.6% | ||
| Q2 25 | 13.9% | 1.0% | ||
| Q1 25 | 11.6% | 1.8% | ||
| Q4 24 | 9.1% | 1.4% | ||
| Q3 24 | 11.2% | 2.0% | ||
| Q2 24 | 9.3% | 2.4% | ||
| Q1 24 | 9.5% | 1.1% |
现金转化率AKAMMEDP
| Q4 25 | 4.31× | 1.43× | ||
| Q3 25 | 3.15× | 2.22× | ||
| Q2 25 | 4.43× | 1.65× | ||
| Q1 25 | 2.04× | 1.10× | ||
| Q4 24 | 2.46× | 1.63× | ||
| Q3 24 | 6.78× | 1.55× | ||
| Q2 24 | 3.27× | 1.32× | ||
| Q1 24 | 2.01× | 1.49× |
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% |
MEDP
| Metabolic | $249.8M | 35% |
| Oncology | $195.9M | 28% |
| Other | $88.3M | 12% |
| Central Nervous System | $73.2M | 10% |
| Cardiology | $63.0M | 9% |
| Antiviral And Anti Infective | $38.3M | 5% |
| Related Party | $10.3M | 1% |
