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阿卡迈（AKAM）与摩丁制造（MOD）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摩丁制造的1.4倍（$1.1B vs $805.0M），阿卡迈净利率更高（7.8% vs -5.9%，领先13.7%），摩丁制造同比增速更快（30.5% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $-17.1M），过去两年摩丁制造的营收复合增速更高（15.5% 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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
AKAM vs MOD — 直观对比
营收规模更大
AKAM
是对方的1.4倍
$805.0M
营收增速更快
MOD
高出23.2%
7.4%
净利率更高
AKAM
高出13.7%
-5.9%
自由现金流更多
AKAM
多$252.0M
$-17.1M
两年增速更快
MOD
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $805.0M |
| 净利润 | $85.1M | $-47.4M |
| 毛利率 | 58.7% | 23.1% |
| 营业利润率 | 8.7% | 11.1% |
| 净利率 | 7.8% | -5.9% |
| 营收同比 | 7.4% | 30.5% |
| 净利润同比 | -39.2% | -215.6% |
| 每股收益（稀释后） | $0.57 | $-0.90 |
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AKAMMOD
| Q4 25 | $1.1B | $805.0M | ||
| Q3 25 | $1.1B | $738.9M | ||
| Q2 25 | $1.0B | $682.8M | ||
| Q1 25 | $1.0B | $647.2M | ||
| Q4 24 | $1.0B | $616.8M | ||
| Q3 24 | $1.0B | $658.0M | ||
| Q2 24 | $979.6M | $661.5M | ||
| Q1 24 | $987.0M | $603.5M |
净利润AKAMMOD
| Q4 25 | $85.1M | $-47.4M | ||
| Q3 25 | $140.2M | $44.4M | ||
| Q2 25 | $103.6M | $51.2M | ||
| Q1 25 | $123.2M | $49.6M | ||
| Q4 24 | $139.9M | $41.0M | ||
| Q3 24 | $57.9M | $46.1M | ||
| Q2 24 | $131.7M | $47.3M | ||
| Q1 24 | $175.4M | $25.8M |
毛利率AKAMMOD
| Q4 25 | 58.7% | 23.1% | ||
| Q3 25 | 59.3% | 22.3% | ||
| Q2 25 | 59.1% | 24.2% | ||
| Q1 25 | 58.7% | 25.6% | ||
| Q4 24 | 59.4% | 24.3% | ||
| Q3 24 | 59.3% | 25.2% | ||
| Q2 24 | 58.9% | 24.6% | ||
| Q1 24 | 60.0% | 22.4% |
营业利润率AKAMMOD
| Q4 25 | 8.7% | 11.1% | ||
| Q3 25 | 15.7% | 9.9% | ||
| Q2 25 | 14.5% | 11.1% | ||
| Q1 25 | 15.2% | 11.5% | ||
| Q4 24 | 14.5% | 9.6% | ||
| Q3 24 | 7.0% | 11.4% | ||
| Q2 24 | 15.1% | 11.2% | ||
| Q1 24 | 16.9% | 7.8% |
净利率AKAMMOD
| Q4 25 | 7.8% | -5.9% | ||
| Q3 25 | 13.3% | 6.0% | ||
| Q2 25 | 9.9% | 7.5% | ||
| Q1 25 | 12.1% | 7.7% | ||
| Q4 24 | 13.7% | 6.6% | ||
| Q3 24 | 5.8% | 7.0% | ||
| Q2 24 | 13.4% | 7.2% | ||
| Q1 24 | 17.8% | 4.3% |
每股收益（稀释后）AKAMMOD
| Q4 25 | $0.57 | $-0.90 | ||
| Q3 25 | $0.97 | $0.83 | ||
| Q2 25 | $0.71 | $0.95 | ||
| Q1 25 | $0.82 | $0.92 | ||
| Q4 24 | $0.92 | $0.76 | ||
| Q3 24 | $0.38 | $0.86 | ||
| Q2 24 | $0.86 | $0.88 | ||
| Q1 24 | $1.11 | $0.48 |
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 | $98.7M |
| 总债务越低越好 | — | $570.7M |
| 股东权益账面价值 | $5.0B | $1.1B |
| 总资产 | $11.5B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资AKAMMOD
| Q4 25 | $1.2B | $98.7M | ||
| Q3 25 | $1.1B | $83.8M | ||
| Q2 25 | $966.6M | $124.5M | ||
| Q1 25 | $1.3B | $71.6M | ||
| Q4 24 | $1.6B | $83.8M | ||
| Q3 24 | $1.7B | $78.6M | ||
| Q2 24 | $1.6B | $72.9M | ||
| Q1 24 | $1.7B | $60.1M |
总债务AKAMMOD
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $482.1M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | — | $330.0M | ||
| Q3 24 | — | $359.1M | ||
| Q2 24 | — | $405.7M | ||
| Q1 24 | — | $399.9M |
股东权益AKAMMOD
| Q4 25 | $5.0B | $1.1B | ||
| Q3 25 | $4.7B | $1.1B | ||
| Q2 25 | $4.5B | $1.0B | ||
| Q1 25 | $4.6B | $910.2M | ||
| Q4 24 | $4.9B | $855.1M | ||
| Q3 24 | $4.8B | $858.8M | ||
| Q2 24 | $4.8B | $788.4M | ||
| Q1 24 | $4.6B | $747.6M |
总资产AKAMMOD
| Q4 25 | $11.5B | $2.5B | ||
| Q3 25 | $10.8B | $2.4B | ||
| Q2 25 | $10.5B | $2.2B | ||
| Q1 25 | $10.0B | $1.9B | ||
| Q4 24 | $10.4B | $1.8B | ||
| Q3 24 | $10.2B | $1.9B | ||
| Q2 24 | $10.1B | $1.9B | ||
| Q1 24 | $9.9B | $1.9B |
负债/权益比AKAMMOD
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.53× |
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 | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $-17.1M |
| 自由现金流率自由现金流/营收 | 21.5% | -2.1% |
| 资本支出强度资本支出/营收 | 12.0% | 5.2% |
| 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 | $-20.3M |
8季度趋势，按日历期对齐
经营现金流AKAMMOD
| Q4 25 | $366.6M | $24.7M | ||
| Q3 25 | $441.8M | $1.4M | ||
| Q2 25 | $459.1M | $27.7M | ||
| Q1 25 | $251.2M | $54.8M | ||
| Q4 24 | $343.8M | $60.7M | ||
| Q3 24 | $392.5M | $57.3M | ||
| Q2 24 | $431.0M | $40.5M | ||
| Q1 24 | $351.9M | $39.6M |
自由现金流AKAMMOD
| Q4 25 | $234.9M | $-17.1M | ||
| Q3 25 | $329.1M | $-30.5M | ||
| Q2 25 | $313.6M | $200.0K | ||
| Q1 25 | $133.4M | $27.1M | ||
| Q4 24 | $250.9M | $44.7M | ||
| Q3 24 | $279.7M | $43.8M | ||
| Q2 24 | $340.0M | $13.7M | ||
| Q1 24 | $258.1M | $-4.3M |
自由现金流率AKAMMOD
| Q4 25 | 21.5% | -2.1% | ||
| Q3 25 | 31.2% | -4.1% | ||
| Q2 25 | 30.1% | 0.0% | ||
| Q1 25 | 13.1% | 4.2% | ||
| Q4 24 | 24.6% | 7.2% | ||
| Q3 24 | 27.8% | 6.7% | ||
| Q2 24 | 34.7% | 2.1% | ||
| Q1 24 | 26.2% | -0.7% |
资本支出强度AKAMMOD
| Q4 25 | 12.0% | 5.2% | ||
| Q3 25 | 10.7% | 4.3% | ||
| Q2 25 | 13.9% | 4.0% | ||
| Q1 25 | 11.6% | 4.3% | ||
| Q4 24 | 9.1% | 2.6% | ||
| Q3 24 | 11.2% | 2.1% | ||
| Q2 24 | 9.3% | 4.1% | ||
| Q1 24 | 9.5% | 7.3% |
现金转化率AKAMMOD
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 0.03× | ||
| Q2 25 | 4.43× | 0.54× | ||
| Q1 25 | 2.04× | 1.10× | ||
| Q4 24 | 2.46× | 1.48× | ||
| Q3 24 | 6.78× | 1.24× | ||
| Q2 24 | 3.27× | 0.86× | ||
| Q1 24 | 2.01× | 1.53× |
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% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
