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阿卡迈（AKAM）与迈梭电子（MEI）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迈梭电子的4.4倍（$1.1B vs $246.9M）。阿卡迈净利率更高（7.8% vs -4.0%，领先11.8%）。阿卡迈同比增速更快（7.4% vs -15.6%）。阿卡迈自由现金流更多（$234.9M vs $-11.6M）。过去两年阿卡迈的营收复合增速更高（5.3% vs -2.5%）
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。
迈梭电子是一家总部位于美国伊利诺伊州芝加哥的跨国企业，主要业务涵盖工程研发、生产制造与销售服务，目前在全球14个国家设有超过35个运营网点，全球员工总数约6500人。
AKAM vs MEI — 直观对比
营收规模更大
AKAM
是对方的4.4倍
$246.9M
营收增速更快
AKAM
高出23.0%
-15.6%
净利率更高
AKAM
高出11.8%
-4.0%
自由现金流更多
AKAM
多$246.5M
$-11.6M
两年增速更快
AKAM
近两年复合增速
-2.5%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $246.9M |
| 净利润 | $85.1M | $-9.9M |
| 毛利率 | 58.7% | 19.3% |
| 营业利润率 | 8.7% | 1.2% |
| 净利率 | 7.8% | -4.0% |
| 营收同比 | 7.4% | -15.6% |
| 净利润同比 | -39.2% | -518.8% |
| 每股收益（稀释后） | $0.57 | $-0.28 |
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AKAMMEI
| Q4 25 | $1.1B | $246.9M | ||
| Q3 25 | $1.1B | $240.5M | ||
| Q2 25 | $1.0B | $257.1M | ||
| Q1 25 | $1.0B | $239.9M | ||
| Q4 24 | $1.0B | $292.6M | ||
| Q3 24 | $1.0B | $258.5M | ||
| Q2 24 | $979.6M | $277.3M | ||
| Q1 24 | $987.0M | $259.5M |
净利润AKAMMEI
| Q4 25 | $85.1M | $-9.9M | ||
| Q3 25 | $140.2M | $-10.3M | ||
| Q2 25 | $103.6M | $-28.3M | ||
| Q1 25 | $123.2M | $-14.4M | ||
| Q4 24 | $139.9M | $-1.6M | ||
| Q3 24 | $57.9M | $-18.3M | ||
| Q2 24 | $131.7M | $-57.3M | ||
| Q1 24 | $175.4M | $-11.6M |
毛利率AKAMMEI
| Q4 25 | 58.7% | 19.3% | ||
| Q3 25 | 59.3% | 18.1% | ||
| Q2 25 | 59.1% | 7.6% | ||
| Q1 25 | 58.7% | 17.2% | ||
| Q4 24 | 59.4% | 19.8% | ||
| Q3 24 | 59.3% | 17.3% | ||
| Q2 24 | 58.9% | 12.8% | ||
| Q1 24 | 60.0% | 14.3% |
营业利润率AKAMMEI
| Q4 25 | 8.7% | 1.2% | ||
| Q3 25 | 15.7% | 0.5% | ||
| Q2 25 | 14.5% | -9.2% | ||
| Q1 25 | 15.2% | -0.9% | ||
| Q4 24 | 14.5% | 3.2% | ||
| Q3 24 | 7.0% | -2.9% | ||
| Q2 24 | 15.1% | -22.2% | ||
| Q1 24 | 16.9% | -1.2% |
净利率AKAMMEI
| Q4 25 | 7.8% | -4.0% | ||
| Q3 25 | 13.3% | -4.3% | ||
| Q2 25 | 9.9% | -11.0% | ||
| Q1 25 | 12.1% | -6.0% | ||
| Q4 24 | 13.7% | -0.5% | ||
| Q3 24 | 5.8% | -7.1% | ||
| Q2 24 | 13.4% | -20.7% | ||
| Q1 24 | 17.8% | -4.5% |
每股收益（稀释后）AKAMMEI
| Q4 25 | $0.57 | $-0.28 | ||
| Q3 25 | $0.97 | $-0.29 | ||
| Q2 25 | $0.71 | $-0.79 | ||
| Q1 25 | $0.82 | $-0.41 | ||
| Q4 24 | $0.92 | $-0.05 | ||
| Q3 24 | $0.38 | $-0.52 | ||
| Q2 24 | $0.86 | $-1.62 | ||
| Q1 24 | $1.11 | $-0.33 |
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 | $118.5M |
| 总债务越低越好 | — | $332.5M |
| 股东权益账面价值 | $5.0B | $679.3M |
| 总资产 | $11.5B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 0.49× |
8季度趋势，按日历期对齐
现金及短期投资AKAMMEI
| Q4 25 | $1.2B | $118.5M | ||
| Q3 25 | $1.1B | $121.1M | ||
| Q2 25 | $966.6M | $103.6M | ||
| Q1 25 | $1.3B | $103.8M | ||
| Q4 24 | $1.6B | $97.0M | ||
| Q3 24 | $1.7B | $111.3M | ||
| Q2 24 | $1.6B | $161.5M | ||
| Q1 24 | $1.7B | $122.9M |
总债务AKAMMEI
| Q4 25 | — | $332.5M | ||
| Q3 25 | — | $323.4M | ||
| Q2 25 | — | $317.6M | ||
| Q1 25 | — | $327.9M | ||
| Q4 24 | — | $340.6M | ||
| Q3 24 | — | $296.0M | ||
| Q2 24 | — | $330.9M | ||
| Q1 24 | — | $331.3M |
股东权益AKAMMEI
| Q4 25 | $5.0B | $679.3M | ||
| Q3 25 | $4.7B | $688.1M | ||
| Q2 25 | $4.5B | $693.3M | ||
| Q1 25 | $4.6B | $704.3M | ||
| Q4 24 | $4.9B | $738.3M | ||
| Q3 24 | $4.8B | $744.4M | ||
| Q2 24 | $4.8B | $766.0M | ||
| Q1 24 | $4.6B | $835.0M |
总资产AKAMMEI
| Q4 25 | $11.5B | $1.3B | ||
| Q3 25 | $10.8B | $1.3B | ||
| Q2 25 | $10.5B | $1.3B | ||
| Q1 25 | $10.0B | $1.3B | ||
| Q4 24 | $10.4B | $1.4B | ||
| Q3 24 | $10.2B | $1.4B | ||
| Q2 24 | $10.1B | $1.4B | ||
| Q1 24 | $9.9B | $1.5B |
负债/权益比AKAMMEI
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | 0.47× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.40× |
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 | $-7.4M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $-11.6M |
| 自由现金流率自由现金流/营收 | 21.5% | -4.7% |
| 资本支出强度资本支出/营收 | 12.0% | 1.7% |
| 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 | $52.3M |
8季度趋势，按日历期对齐
经营现金流AKAMMEI
| Q4 25 | $366.6M | $-7.4M | ||
| Q3 25 | $441.8M | $25.1M | ||
| Q2 25 | $459.1M | $35.4M | ||
| Q1 25 | $251.2M | $28.1M | ||
| Q4 24 | $343.8M | $-48.0M | ||
| Q3 24 | $392.5M | $10.9M | ||
| Q2 24 | $431.0M | $24.9M | ||
| Q1 24 | $351.9M | $28.8M |
自由现金流AKAMMEI
| Q4 25 | $234.9M | $-11.6M | ||
| Q3 25 | $329.1M | $18.0M | ||
| Q2 25 | $313.6M | $26.3M | ||
| Q1 25 | $133.4M | $19.6M | ||
| Q4 24 | $250.9M | $-58.4M | ||
| Q3 24 | $279.7M | $-2.7M | ||
| Q2 24 | $340.0M | $15.8M | ||
| Q1 24 | $258.1M | $12.2M |
自由现金流率AKAMMEI
| Q4 25 | 21.5% | -4.7% | ||
| Q3 25 | 31.2% | 7.5% | ||
| Q2 25 | 30.1% | 10.2% | ||
| Q1 25 | 13.1% | 8.2% | ||
| Q4 24 | 24.6% | -20.0% | ||
| Q3 24 | 27.8% | -1.0% | ||
| Q2 24 | 34.7% | 5.7% | ||
| Q1 24 | 26.2% | 4.7% |
资本支出强度AKAMMEI
| Q4 25 | 12.0% | 1.7% | ||
| Q3 25 | 10.7% | 3.0% | ||
| Q2 25 | 13.9% | 3.5% | ||
| Q1 25 | 11.6% | 3.5% | ||
| Q4 24 | 9.1% | 3.6% | ||
| Q3 24 | 11.2% | 5.3% | ||
| Q2 24 | 9.3% | 3.3% | ||
| Q1 24 | 9.5% | 6.4% |
现金转化率AKAMMEI
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | — |
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% |
MEI
暂无分部数据
