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阿卡迈(AKAM)与R F INDUSTRIES LTD(RFIL)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R F INDUSTRIES LTD的48.3倍($1.1B vs $22.7M)。阿卡迈净利率更高(7.8% vs 0.8%,领先7.0%)。R F INDUSTRIES LTD同比增速更快(22.9% vs 7.4%)。阿卡迈自由现金流更多($234.9M vs $2.0M)。过去两年R F INDUSTRIES LTD的营收复合增速更高(29.8% 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。
妥思卷工业是一家总部位于美国伊利诺伊州芝加哥的糖果制造商,旗下最知名的产品包括同名的Tootsie Roll软糖以及Tootsie Pop棒棒糖,目前其品牌产品销往加拿大、墨西哥等全球超过75个国家。
AKAM vs RFIL — 直观对比
营收规模更大
AKAM
是对方的48.3倍
$22.7M
营收增速更快
RFIL
高出15.6%
7.4%
净利率更高
AKAM
高出7.0%
0.8%
自由现金流更多
AKAM
多$232.9M
$2.0M
两年增速更快
RFIL
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $22.7M |
| 净利润 | $85.1M | $173.0K |
| 毛利率 | 58.7% | 36.8% |
| 营业利润率 | 8.7% | 4.0% |
| 净利率 | 7.8% | 0.8% |
| 营收同比 | 7.4% | 22.9% |
| 净利润同比 | -39.2% | 172.7% |
| 每股收益(稀释后) | $0.57 | $0.01 |
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
RFIL
| Q4 25 | $1.1B | $22.7M | ||
| Q3 25 | $1.1B | $19.8M | ||
| Q2 25 | $1.0B | $18.9M | ||
| Q1 25 | $1.0B | $19.2M | ||
| Q4 24 | $1.0B | $18.5M | ||
| Q3 24 | $1.0B | $16.8M | ||
| Q2 24 | $979.6M | $16.1M | ||
| Q1 24 | $987.0M | $13.5M |
净利润
AKAM
RFIL
| Q4 25 | $85.1M | $173.0K | ||
| Q3 25 | $140.2M | $392.0K | ||
| Q2 25 | $103.6M | $-245.0K | ||
| Q1 25 | $123.2M | $-245.0K | ||
| Q4 24 | $139.9M | $-238.0K | ||
| Q3 24 | $57.9M | $-705.0K | ||
| Q2 24 | $131.7M | $-4.3M | ||
| Q1 24 | $175.4M | $-1.4M |
毛利率
AKAM
RFIL
| Q4 25 | 58.7% | 36.8% | ||
| Q3 25 | 59.3% | 34.0% | ||
| Q2 25 | 59.1% | 31.5% | ||
| Q1 25 | 58.7% | 29.8% | ||
| Q4 24 | 59.4% | 31.3% | ||
| Q3 24 | 59.3% | 29.5% | ||
| Q2 24 | 58.9% | 29.9% | ||
| Q1 24 | 60.0% | 24.5% |
营业利润率
AKAM
RFIL
| Q4 25 | 8.7% | 4.0% | ||
| Q3 25 | 15.7% | 3.6% | ||
| Q2 25 | 14.5% | 0.6% | ||
| Q1 25 | 15.2% | 0.3% | ||
| Q4 24 | 14.5% | 0.5% | ||
| Q3 24 | 7.0% | -2.5% | ||
| Q2 24 | 15.1% | -2.6% | ||
| Q1 24 | 16.9% | -15.5% |
净利率
AKAM
RFIL
| Q4 25 | 7.8% | 0.8% | ||
| Q3 25 | 13.3% | 2.0% | ||
| Q2 25 | 9.9% | -1.3% | ||
| Q1 25 | 12.1% | -1.3% | ||
| Q4 24 | 13.7% | -1.3% | ||
| Q3 24 | 5.8% | -4.2% | ||
| Q2 24 | 13.4% | -26.7% | ||
| Q1 24 | 17.8% | -10.1% |
每股收益(稀释后)
AKAM
RFIL
| Q4 25 | $0.57 | $0.01 | ||
| Q3 25 | $0.97 | $0.04 | ||
| Q2 25 | $0.71 | $-0.02 | ||
| Q1 25 | $0.82 | $-0.02 | ||
| Q4 24 | $0.92 | $-0.02 | ||
| Q3 24 | $0.38 | $-0.07 | ||
| Q2 24 | $0.86 | $-0.41 | ||
| Q1 24 | $1.11 | $-0.13 |
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 | $5.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $35.2M |
| 总资产 | $11.5B | $73.0M |
| 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
RFIL
| Q4 25 | $1.2B | $5.1M | ||
| Q3 25 | $1.1B | $3.0M | ||
| Q2 25 | $966.6M | $3.6M | ||
| Q1 25 | $1.3B | $1.3M | ||
| Q4 24 | $1.6B | $839.0K | ||
| Q3 24 | $1.7B | $1.8M | ||
| Q2 24 | $1.6B | $1.4M | ||
| Q1 24 | $1.7B | $4.5M |
股东权益
AKAM
RFIL
| Q4 25 | $5.0B | $35.2M | ||
| Q3 25 | $4.7B | $34.8M | ||
| Q2 25 | $4.5B | $34.2M | ||
| Q1 25 | $4.6B | $34.2M | ||
| Q4 24 | $4.9B | $34.1M | ||
| Q3 24 | $4.8B | $34.1M | ||
| Q2 24 | $4.8B | $34.6M | ||
| Q1 24 | $4.6B | $38.7M |
总资产
AKAM
RFIL
| Q4 25 | $11.5B | $73.0M | ||
| Q3 25 | $10.8B | $73.2M | ||
| Q2 25 | $10.5B | $72.7M | ||
| Q1 25 | $10.0B | $70.4M | ||
| Q4 24 | $10.4B | $71.0M | ||
| Q3 24 | $10.2B | $71.9M | ||
| Q2 24 | $10.1B | $72.8M | ||
| Q1 24 | $9.9B | $79.1M |
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 | $2.1M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $2.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 9.0% |
| 资本支出强度资本支出/营收 | 12.0% | 0.3% |
| 现金转化率经营现金流/净利润 | 4.31× | 12.13× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $4.3M |
8季度趋势,按日历期对齐
经营现金流
AKAM
RFIL
| Q4 25 | $366.6M | $2.1M | ||
| Q3 25 | $441.8M | $-311.0K | ||
| Q2 25 | $459.1M | $2.2M | ||
| Q1 25 | $251.2M | $601.0K | ||
| Q4 24 | $343.8M | $-244.0K | ||
| Q3 24 | $392.5M | $2.4M | ||
| Q2 24 | $431.0M | $197.0K | ||
| Q1 24 | $351.9M | $840.0K |
自由现金流
AKAM
RFIL
| Q4 25 | $234.9M | $2.0M | ||
| Q3 25 | $329.1M | $-419.0K | ||
| Q2 25 | $313.6M | $2.2M | ||
| Q1 25 | $133.4M | $574.0K | ||
| Q4 24 | $250.9M | $-418.0K | ||
| Q3 24 | $279.7M | $2.1M | ||
| Q2 24 | $340.0M | $28.0K | ||
| Q1 24 | $258.1M | $697.0K |
自由现金流率
AKAM
RFIL
| Q4 25 | 21.5% | 9.0% | ||
| Q3 25 | 31.2% | -2.1% | ||
| Q2 25 | 30.1% | 11.4% | ||
| Q1 25 | 13.1% | 3.0% | ||
| Q4 24 | 24.6% | -2.3% | ||
| Q3 24 | 27.8% | 12.6% | ||
| Q2 24 | 34.7% | 0.2% | ||
| Q1 24 | 26.2% | 5.2% |
资本支出强度
AKAM
RFIL
| Q4 25 | 12.0% | 0.3% | ||
| Q3 25 | 10.7% | 0.5% | ||
| Q2 25 | 13.9% | 0.2% | ||
| Q1 25 | 11.6% | 0.1% | ||
| Q4 24 | 9.1% | 0.9% | ||
| Q3 24 | 11.2% | 1.5% | ||
| Q2 24 | 9.3% | 1.0% | ||
| Q1 24 | 9.5% | 1.1% |
现金转化率
AKAM
RFIL
| Q4 25 | 4.31× | 12.13× | ||
| Q3 25 | 3.15× | -0.79× | ||
| 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% |
RFIL
| US | $20.9M | 92% |
| Non Us | $1.8M | 8% |