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阿卡迈(AKAM)与MIND CTI LTD(MNDO)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MIND CTI LTD的224.1倍($1.1B vs $4.9M)。MIND CTI LTD净利率更高(19.4% vs 7.8%,领先11.7%)。阿卡迈自由现金流更多($234.9M vs $4.0M)。过去两年阿卡迈的营收复合增速更高(5.3% vs -45.1%)
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。
MIND CTI LTD是一家为语音、数据、视频及内容服务提供计费、客户管理解决方案与消息服务的全球供应商,总部位于以色列约克尼阿姆,同时在美国、罗马尼亚雅西和德国都设有办事处。
AKAM vs MNDO — 直观对比
营收规模更大
AKAM
是对方的224.1倍
$4.9M
净利率更高
MNDO
高出11.7%
7.8%
自由现金流更多
AKAM
多$230.9M
$4.0M
两年增速更快
AKAM
近两年复合增速
-45.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $4.9M |
| 净利润 | $85.1M | $950.0K |
| 毛利率 | 58.7% | 55.4% |
| 营业利润率 | 8.7% | 16.5% |
| 净利率 | 7.8% | 19.4% |
| 营收同比 | 7.4% | — |
| 净利润同比 | -39.2% | — |
| 每股收益(稀释后) | $0.57 | $0.05 |
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
AKAM
MNDO
| Q4 25 | $1.1B | $4.9M | ||
| Q3 25 | $1.1B | $16.2M | ||
| Q2 25 | $1.0B | $11.0M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $1.0B | $5.2M | ||
| Q3 24 | $1.0B | $16.0M | ||
| Q2 24 | $979.6M | $10.7M | ||
| Q1 24 | $987.0M | — |
净利润
AKAM
MNDO
| Q4 25 | $85.1M | $950.0K | ||
| Q3 25 | $140.2M | $3.4M | ||
| Q2 25 | $103.6M | $2.5M | ||
| Q1 25 | $123.2M | — | ||
| Q4 24 | $139.9M | $1.2M | ||
| Q3 24 | $57.9M | $3.7M | ||
| Q2 24 | $131.7M | $2.5M | ||
| Q1 24 | $175.4M | — |
毛利率
AKAM
MNDO
| Q4 25 | 58.7% | 55.4% | ||
| Q3 25 | 59.3% | 48.3% | ||
| Q2 25 | 59.1% | 50.6% | ||
| Q1 25 | 58.7% | — | ||
| Q4 24 | 59.4% | 55.6% | ||
| Q3 24 | 59.3% | 50.6% | ||
| Q2 24 | 58.9% | 50.4% | ||
| Q1 24 | 60.0% | — |
营业利润率
AKAM
MNDO
| Q4 25 | 8.7% | 16.5% | ||
| Q3 25 | 15.7% | 18.8% | ||
| Q2 25 | 14.5% | 21.0% | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 14.5% | 25.4% | ||
| Q3 24 | 7.0% | 22.5% | ||
| Q2 24 | 15.1% | 22.2% | ||
| Q1 24 | 16.9% | — |
净利率
AKAM
MNDO
| Q4 25 | 7.8% | 19.4% | ||
| Q3 25 | 13.3% | 20.9% | ||
| Q2 25 | 9.9% | 22.3% | ||
| Q1 25 | 12.1% | — | ||
| Q4 24 | 13.7% | 23.8% | ||
| Q3 24 | 5.8% | 23.3% | ||
| Q2 24 | 13.4% | 23.1% | ||
| Q1 24 | 17.8% | — |
每股收益(稀释后)
AKAM
MNDO
| Q4 25 | $0.57 | $0.05 | ||
| Q3 25 | $0.97 | $0.16 | ||
| Q2 25 | $0.71 | $0.12 | ||
| Q1 25 | $0.82 | — | ||
| Q4 24 | $0.92 | $0.06 | ||
| Q3 24 | $0.38 | $0.18 | ||
| Q2 24 | $0.86 | $0.12 | ||
| Q1 24 | $1.11 | — |
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 | $8.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $23.0M |
| 总资产 | $11.5B | $30.2M |
| 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
AKAM
MNDO
| Q4 25 | $1.2B | $8.3M | ||
| Q3 25 | $1.1B | $4.5M | ||
| Q2 25 | $966.6M | $4.5M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.6B | $4.6M | ||
| Q3 24 | $1.7B | $3.0M | ||
| Q2 24 | $1.6B | $3.0M | ||
| Q1 24 | $1.7B | — |
股东权益
AKAM
MNDO
| Q4 25 | $5.0B | $23.0M | ||
| Q3 25 | $4.7B | $24.3M | ||
| Q2 25 | $4.5B | $24.3M | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.9B | $24.3M | ||
| Q3 24 | $4.8B | $24.5M | ||
| Q2 24 | $4.8B | $24.5M | ||
| Q1 24 | $4.6B | — |
总资产
AKAM
MNDO
| Q4 25 | $11.5B | $30.2M | ||
| Q3 25 | $10.8B | $30.7M | ||
| Q2 25 | $10.5B | $30.7M | ||
| Q1 25 | $10.0B | — | ||
| Q4 24 | $10.4B | $30.7M | ||
| Q3 24 | $10.2B | $31.6M | ||
| Q2 24 | $10.1B | $31.6M | ||
| Q1 24 | $9.9B | — |
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 | $4.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $4.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 81.0% |
| 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× | 4.20× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $14.7M |
8季度趋势,按日历期对齐
经营现金流
AKAM
MNDO
| Q4 25 | $366.6M | $4.0M | ||
| Q3 25 | $441.8M | $3.8M | ||
| Q2 25 | $459.1M | $2.9M | ||
| Q1 25 | $251.2M | — | ||
| Q4 24 | $343.8M | $4.1M | ||
| Q3 24 | $392.5M | $3.4M | ||
| Q2 24 | $431.0M | $2.4M | ||
| Q1 24 | $351.9M | — |
自由现金流
AKAM
MNDO
| Q4 25 | $234.9M | $4.0M | ||
| Q3 25 | $329.1M | $3.8M | ||
| Q2 25 | $313.6M | $2.9M | ||
| Q1 25 | $133.4M | — | ||
| Q4 24 | $250.9M | $4.1M | ||
| Q3 24 | $279.7M | $3.3M | ||
| Q2 24 | $340.0M | $2.4M | ||
| Q1 24 | $258.1M | — |
自由现金流率
AKAM
MNDO
| Q4 25 | 21.5% | 81.0% | ||
| Q3 25 | 31.2% | 23.4% | ||
| Q2 25 | 30.1% | 25.8% | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 24.6% | 78.9% | ||
| Q3 24 | 27.8% | 20.8% | ||
| Q2 24 | 34.7% | 22.1% | ||
| Q1 24 | 26.2% | — |
资本支出强度
AKAM
MNDO
| Q4 25 | 12.0% | 0.6% | ||
| Q3 25 | 10.7% | 0.0% | ||
| Q2 25 | 13.9% | 0.0% | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 9.1% | 0.2% | ||
| Q3 24 | 11.2% | 0.3% | ||
| Q2 24 | 9.3% | 0.4% | ||
| Q1 24 | 9.5% | — |
现金转化率
AKAM
MNDO
| Q4 25 | 4.31× | 4.20× | ||
| Q3 25 | 3.15× | 1.12× | ||
| Q2 25 | 4.43× | 1.16× | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | 3.32× | ||
| Q3 24 | 6.78× | 0.91× | ||
| Q2 24 | 3.27× | 0.97× | ||
| 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% |
MNDO
暂无分部数据