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阿卡迈（AKAM）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是阿卡迈的1.2倍（$1.3B vs $1.1B），阿卡迈同比增速更快（7.4% vs -5.8%），阿卡迈自由现金流更多（$234.9M vs $170.8M），过去两年阿卡迈的营收复合增速更高（5.3% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
AKAM vs RHI — 直观对比
营收规模更大
RHI
是对方的1.2倍
$1.1B
营收增速更快
AKAM
高出13.1%
-5.8%
自由现金流更多
AKAM
多$64.1M
$170.8M
两年增速更快
AKAM
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $85.1M | — |
| 毛利率 | 58.7% | 37.6% |
| 营业利润率 | 8.7% | 1.7% |
| 净利率 | 7.8% | — |
| 营收同比 | 7.4% | -5.8% |
| 净利润同比 | -39.2% | — |
| 每股收益（稀释后） | $0.57 | $0.32 |
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AKAMRHI
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $979.6M | $1.5B | ||
| Q1 24 | $987.0M | $1.5B |
净利润AKAMRHI
| Q4 25 | $85.1M | — | ||
| Q3 25 | $140.2M | $42.9M | ||
| Q2 25 | $103.6M | $41.0M | ||
| Q1 25 | $123.2M | $17.4M | ||
| Q4 24 | $139.9M | — | ||
| Q3 24 | $57.9M | $65.5M | ||
| Q2 24 | $131.7M | $68.2M | ||
| Q1 24 | $175.4M | $63.7M |
毛利率AKAMRHI
| Q4 25 | 58.7% | 37.6% | ||
| Q3 25 | 59.3% | 37.2% | ||
| Q2 25 | 59.1% | 37.2% | ||
| Q1 25 | 58.7% | 36.9% | ||
| Q4 24 | 59.4% | 38.8% | ||
| Q3 24 | 59.3% | 39.0% | ||
| Q2 24 | 58.9% | 39.2% | ||
| Q1 24 | 60.0% | 38.1% |
营业利润率AKAMRHI
| Q4 25 | 8.7% | 1.7% | ||
| Q3 25 | 15.7% | 1.0% | ||
| Q2 25 | 14.5% | 0.1% | ||
| Q1 25 | 15.2% | 2.9% | ||
| Q4 24 | 14.5% | 4.7% | ||
| Q3 24 | 7.0% | 4.1% | ||
| Q2 24 | 15.1% | 5.1% | ||
| Q1 24 | 16.9% | 2.8% |
净利率AKAMRHI
| Q4 25 | 7.8% | — | ||
| Q3 25 | 13.3% | 3.2% | ||
| Q2 25 | 9.9% | 3.0% | ||
| Q1 25 | 12.1% | 1.3% | ||
| Q4 24 | 13.7% | — | ||
| Q3 24 | 5.8% | 4.5% | ||
| Q2 24 | 13.4% | 4.6% | ||
| Q1 24 | 17.8% | 4.3% |
每股收益（稀释后）AKAMRHI
| Q4 25 | $0.57 | $0.32 | ||
| Q3 25 | $0.97 | $0.43 | ||
| Q2 25 | $0.71 | $0.41 | ||
| Q1 25 | $0.82 | $0.17 | ||
| Q4 24 | $0.92 | $0.53 | ||
| Q3 24 | $0.38 | $0.64 | ||
| Q2 24 | $0.86 | $0.66 | ||
| Q1 24 | $1.11 | $0.61 |
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 | $464.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $1.3B |
| 总资产 | $11.5B | $2.9B |
| 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AKAMRHI
| Q4 25 | $1.2B | $464.4M | ||
| Q3 25 | $1.1B | $365.3M | ||
| Q2 25 | $966.6M | $380.5M | ||
| Q1 25 | $1.3B | $342.5M | ||
| Q4 24 | $1.6B | $537.6M | ||
| Q3 24 | $1.7B | $570.5M | ||
| Q2 24 | $1.6B | $547.4M | ||
| Q1 24 | $1.7B | $540.9M |
股东权益AKAMRHI
| Q4 25 | $5.0B | $1.3B | ||
| Q3 25 | $4.7B | $1.3B | ||
| Q2 25 | $4.5B | $1.3B | ||
| Q1 25 | $4.6B | $1.3B | ||
| Q4 24 | $4.9B | $1.4B | ||
| Q3 24 | $4.8B | $1.5B | ||
| Q2 24 | $4.8B | $1.5B | ||
| Q1 24 | $4.6B | $1.5B |
总资产AKAMRHI
| Q4 25 | $11.5B | $2.9B | ||
| Q3 25 | $10.8B | $2.8B | ||
| Q2 25 | $10.5B | $2.8B | ||
| Q1 25 | $10.0B | $2.7B | ||
| Q4 24 | $10.4B | $2.9B | ||
| Q3 24 | $10.2B | $3.0B | ||
| Q2 24 | $10.1B | $2.9B | ||
| Q1 24 | $9.9B | $2.9B |
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 | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $170.8M |
| 自由现金流率自由现金流/营收 | 21.5% | 13.1% |
| 资本支出强度资本支出/营收 | 12.0% | 0.9% |
| 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 | $266.8M |
8季度趋势，按日历期对齐
经营现金流AKAMRHI
| Q4 25 | $366.6M | $182.5M | ||
| Q3 25 | $441.8M | $77.4M | ||
| Q2 25 | $459.1M | $119.4M | ||
| Q1 25 | $251.2M | $-59.3M | ||
| Q4 24 | $343.8M | $154.8M | ||
| Q3 24 | $392.5M | $129.6M | ||
| Q2 24 | $431.0M | $142.0M | ||
| Q1 24 | $351.9M | $-15.9M |
自由现金流AKAMRHI
| Q4 25 | $234.9M | $170.8M | ||
| Q3 25 | $329.1M | $63.6M | ||
| Q2 25 | $313.6M | $104.2M | ||
| Q1 25 | $133.4M | $-71.7M | ||
| Q4 24 | $250.9M | $140.5M | ||
| Q3 24 | $279.7M | $111.8M | ||
| Q2 24 | $340.0M | $129.6M | ||
| Q1 24 | $258.1M | $-27.7M |
自由现金流率AKAMRHI
| Q4 25 | 21.5% | 13.1% | ||
| Q3 25 | 31.2% | 4.7% | ||
| Q2 25 | 30.1% | 7.6% | ||
| Q1 25 | 13.1% | -5.3% | ||
| Q4 24 | 24.6% | 10.2% | ||
| Q3 24 | 27.8% | 7.6% | ||
| Q2 24 | 34.7% | 8.8% | ||
| Q1 24 | 26.2% | -1.9% |
资本支出强度AKAMRHI
| Q4 25 | 12.0% | 0.9% | ||
| Q3 25 | 10.7% | 1.0% | ||
| Q2 25 | 13.9% | 1.1% | ||
| Q1 25 | 11.6% | 0.9% | ||
| Q4 24 | 9.1% | 1.0% | ||
| Q3 24 | 11.2% | 1.2% | ||
| Q2 24 | 9.3% | 0.8% | ||
| Q1 24 | 9.5% | 0.8% |
现金转化率AKAMRHI
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 1.80× | ||
| Q2 25 | 4.43× | 2.91× | ||
| Q1 25 | 2.04× | -3.42× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | 1.98× | ||
| Q2 24 | 3.27× | 2.08× | ||
| Q1 24 | 2.01× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
