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阿卡迈（AKAM）与POWELL INDUSTRIES INC（POWL）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POWELL INDUSTRIES INC的4.4倍（$1.1B vs $251.2M）。POWELL INDUSTRIES INC净利率更高（16.5% vs 7.8%，领先8.7%）。阿卡迈同比增速更快（7.4% vs 4.0%）。阿卡迈自由现金流更多（$234.9M vs $41.6M）。过去两年阿卡迈的营收复合增速更高（5.3% vs -0.8%）
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。
Powell Industries Inc.成立于1947年，总部位于美国得克萨斯州休斯敦，是专业的电气设备及集成封装解决方案供应商，产品主要面向工商业市场，用于电力配送环节的监测与控制。
AKAM vs POWL — 直观对比
营收规模更大
AKAM
是对方的4.4倍
$251.2M
营收增速更快
AKAM
高出3.3%
4.0%
净利率更高
POWL
高出8.7%
7.8%
自由现金流更多
AKAM
多$193.3M
$41.6M
两年增速更快
AKAM
近两年复合增速
-0.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $251.2M |
| 净利润 | $85.1M | $41.4M |
| 毛利率 | 58.7% | 28.4% |
| 营业利润率 | 8.7% | 17.0% |
| 净利率 | 7.8% | 16.5% |
| 营收同比 | 7.4% | 4.0% |
| 净利润同比 | -39.2% | 19.1% |
| 每股收益（稀释后） | $0.57 | $3.40 |
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AKAMPOWL
| Q4 25 | $1.1B | $251.2M | ||
| Q3 25 | $1.1B | $298.0M | ||
| Q2 25 | $1.0B | $286.3M | ||
| Q1 25 | $1.0B | $278.6M | ||
| Q4 24 | $1.0B | $241.4M | ||
| Q3 24 | $1.0B | $275.1M | ||
| Q2 24 | $979.6M | $288.2M | ||
| Q1 24 | $987.0M | $255.1M |
净利润AKAMPOWL
| Q4 25 | $85.1M | $41.4M | ||
| Q3 25 | $140.2M | $51.4M | ||
| Q2 25 | $103.6M | $48.2M | ||
| Q1 25 | $123.2M | $46.3M | ||
| Q4 24 | $139.9M | $34.8M | ||
| Q3 24 | $57.9M | $46.1M | ||
| Q2 24 | $131.7M | $46.2M | ||
| Q1 24 | $175.4M | $33.5M |
毛利率AKAMPOWL
| Q4 25 | 58.7% | 28.4% | ||
| Q3 25 | 59.3% | 31.4% | ||
| Q2 25 | 59.1% | 30.7% | ||
| Q1 25 | 58.7% | 29.9% | ||
| Q4 24 | 59.4% | 24.7% | ||
| Q3 24 | 59.3% | 29.2% | ||
| Q2 24 | 58.9% | 28.4% | ||
| Q1 24 | 60.0% | 24.6% |
营业利润率AKAMPOWL
| Q4 25 | 8.7% | 17.0% | ||
| Q3 25 | 15.7% | 21.2% | ||
| Q2 25 | 14.5% | 21.0% | ||
| Q1 25 | 15.2% | 21.1% | ||
| Q4 24 | 14.5% | 14.7% | ||
| Q3 24 | 7.0% | 20.4% | ||
| Q2 24 | 15.1% | 19.9% | ||
| Q1 24 | 16.9% | 15.5% |
净利率AKAMPOWL
| Q4 25 | 7.8% | 16.5% | ||
| Q3 25 | 13.3% | 17.3% | ||
| Q2 25 | 9.9% | 16.8% | ||
| Q1 25 | 12.1% | 16.6% | ||
| Q4 24 | 13.7% | 14.4% | ||
| Q3 24 | 5.8% | 16.7% | ||
| Q2 24 | 13.4% | 16.0% | ||
| Q1 24 | 17.8% | 13.1% |
每股收益（稀释后）AKAMPOWL
| Q4 25 | $0.57 | $3.40 | ||
| Q3 25 | $0.97 | $4.23 | ||
| Q2 25 | $0.71 | $3.96 | ||
| Q1 25 | $0.82 | $3.81 | ||
| Q4 24 | $0.92 | $2.86 | ||
| Q3 24 | $0.38 | $3.77 | ||
| Q2 24 | $0.86 | $3.79 | ||
| Q1 24 | $1.11 | $2.75 |
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 | $500.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $668.9M |
| 总资产 | $11.5B | $1.1B |
| 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AKAMPOWL
| Q4 25 | $1.2B | $500.8M | ||
| Q3 25 | $1.1B | $475.5M | ||
| Q2 25 | $966.6M | $433.0M | ||
| Q1 25 | $1.3B | $389.3M | ||
| Q4 24 | $1.6B | $373.4M | ||
| Q3 24 | $1.7B | $358.4M | ||
| Q2 24 | $1.6B | $374.0M | ||
| Q1 24 | $1.7B | $365.3M |
股东权益AKAMPOWL
| Q4 25 | $5.0B | $668.9M | ||
| Q3 25 | $4.7B | $640.8M | ||
| Q2 25 | $4.5B | $594.9M | ||
| Q1 25 | $4.6B | $541.4M | ||
| Q4 24 | $4.9B | $496.3M | ||
| Q3 24 | $4.8B | $483.1M | ||
| Q2 24 | $4.8B | $436.7M | ||
| Q1 24 | $4.6B | $393.8M |
总资产AKAMPOWL
| Q4 25 | $11.5B | $1.1B | ||
| Q3 25 | $10.8B | $1.1B | ||
| Q2 25 | $10.5B | $1.0B | ||
| Q1 25 | $10.0B | $965.4M | ||
| Q4 24 | $10.4B | $912.7M | ||
| Q3 24 | $10.2B | $928.2M | ||
| Q2 24 | $10.1B | $869.0M | ||
| Q1 24 | $9.9B | $849.6M |
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 | $43.6M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $41.6M |
| 自由现金流率自由现金流/营收 | 21.5% | 16.6% |
| 资本支出强度资本支出/营收 | 12.0% | 0.8% |
| 现金转化率经营现金流/净利润 | 4.31× | 1.05× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $161.5M |
8季度趋势，按日历期对齐
经营现金流AKAMPOWL
| Q4 25 | $366.6M | $43.6M | ||
| Q3 25 | $441.8M | $61.1M | ||
| Q2 25 | $459.1M | $47.4M | ||
| Q1 25 | $251.2M | $22.4M | ||
| Q4 24 | $343.8M | $37.1M | ||
| Q3 24 | $392.5M | $-6.0M | ||
| Q2 24 | $431.0M | $13.8M | ||
| Q1 24 | $351.9M | $17.0M |
自由现金流AKAMPOWL
| Q4 25 | $234.9M | $41.6M | ||
| Q3 25 | $329.1M | $59.3M | ||
| Q2 25 | $313.6M | $42.3M | ||
| Q1 25 | $133.4M | $18.3M | ||
| Q4 24 | $250.9M | $34.9M | ||
| Q3 24 | $279.7M | $-14.4M | ||
| Q2 24 | $340.0M | $12.4M | ||
| Q1 24 | $258.1M | $16.1M |
自由现金流率AKAMPOWL
| Q4 25 | 21.5% | 16.6% | ||
| Q3 25 | 31.2% | 19.9% | ||
| Q2 25 | 30.1% | 14.8% | ||
| Q1 25 | 13.1% | 6.6% | ||
| Q4 24 | 24.6% | 14.4% | ||
| Q3 24 | 27.8% | -5.3% | ||
| Q2 24 | 34.7% | 4.3% | ||
| Q1 24 | 26.2% | 6.3% |
资本支出强度AKAMPOWL
| Q4 25 | 12.0% | 0.8% | ||
| Q3 25 | 10.7% | 0.6% | ||
| Q2 25 | 13.9% | 1.8% | ||
| Q1 25 | 11.6% | 1.5% | ||
| Q4 24 | 9.1% | 0.9% | ||
| Q3 24 | 11.2% | 3.1% | ||
| Q2 24 | 9.3% | 0.5% | ||
| Q1 24 | 9.5% | 0.4% |
现金转化率AKAMPOWL
| Q4 25 | 4.31× | 1.05× | ||
| Q3 25 | 3.15× | 1.19× | ||
| Q2 25 | 4.43× | 0.98× | ||
| Q1 25 | 2.04× | 0.48× | ||
| Q4 24 | 2.46× | 1.07× | ||
| Q3 24 | 6.78× | -0.13× | ||
| Q2 24 | 3.27× | 0.30× | ||
| Q1 24 | 2.01× | 0.51× |
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% |
POWL
| Oil And Gas Service | $97.9M | 39% |
| Electricity | $69.3M | 28% |
| Commercial And Other Industrial | $40.6M | 16% |
| Petrochemical | $22.8M | 9% |
| Other Customers | $12.0M | 5% |
| Light Rail Traction Power Customer | $8.6M | 3% |
