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阿卡迈（AKAM）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.5倍（$1.1B vs $737.8M），Ryman Hospitality Properties, Inc.净利率更高（10.1% vs 7.8%，领先2.3%），Ryman Hospitality Properties, Inc.同比增速更快（13.9% vs 7.4%），阿卡迈自由现金流更多（$234.9M vs $58.5M），过去两年Ryman Hospitality Properties, Inc.的营收复合增速更高（18.2% 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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
AKAM vs RHP — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $737.8M |
| 净利润 | $85.1M | $74.5M |
| 毛利率 | 58.7% | 41.4% |
| 营业利润率 | 8.7% | 19.4% |
| 净利率 | 7.8% | 10.1% |
| 营收同比 | 7.4% | 13.9% |
| 净利润同比 | -39.2% | 3.0% |
| 每股收益（稀释后） | $0.57 | $1.12 |
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
| Q4 25 | $1.1B | $737.8M | ||
| Q3 25 | $1.1B | $592.5M | ||
| Q2 25 | $1.0B | $659.5M | ||
| Q1 25 | $1.0B | $587.3M | ||
| Q4 24 | $1.0B | $647.6M | ||
| Q3 24 | $1.0B | $550.0M | ||
| Q2 24 | $979.6M | $613.3M | ||
| Q1 24 | $987.0M | $528.3M |
| Q4 25 | $85.1M | $74.5M | ||
| Q3 25 | $140.2M | $34.9M | ||
| Q2 25 | $103.6M | $71.8M | ||
| Q1 25 | $123.2M | $63.0M | ||
| Q4 24 | $139.9M | $72.3M | ||
| Q3 24 | $57.9M | $59.0M | ||
| Q2 24 | $131.7M | $100.8M | ||
| Q1 24 | $175.4M | $42.8M |
| Q4 25 | 58.7% | 41.4% | ||
| Q3 25 | 59.3% | 40.9% | ||
| Q2 25 | 59.1% | 49.7% | ||
| Q1 25 | 58.7% | 44.4% | ||
| Q4 24 | 59.4% | 40.4% | ||
| Q3 24 | 59.3% | 43.1% | ||
| Q2 24 | 58.9% | 48.4% | ||
| Q1 24 | 60.0% | 41.5% |
| Q4 25 | 8.7% | 19.4% | ||
| Q3 25 | 15.7% | 15.0% | ||
| Q2 25 | 14.5% | 21.1% | ||
| Q1 25 | 15.2% | 19.8% | ||
| Q4 24 | 14.5% | 18.6% | ||
| Q3 24 | 7.0% | 19.3% | ||
| Q2 24 | 15.1% | 27.4% | ||
| Q1 24 | 16.9% | 18.2% |
| Q4 25 | 7.8% | 10.1% | ||
| Q3 25 | 13.3% | 5.9% | ||
| Q2 25 | 9.9% | 10.9% | ||
| Q1 25 | 12.1% | 10.7% | ||
| Q4 24 | 13.7% | 11.2% | ||
| Q3 24 | 5.8% | 10.7% | ||
| Q2 24 | 13.4% | 16.4% | ||
| Q1 24 | 17.8% | 8.1% |
| Q4 25 | $0.57 | $1.12 | ||
| Q3 25 | $0.97 | $0.53 | ||
| Q2 25 | $0.71 | $1.12 | ||
| Q1 25 | $0.82 | $1.00 | ||
| Q4 24 | $0.92 | $1.12 | ||
| Q3 24 | $0.38 | $0.94 | ||
| Q2 24 | $0.86 | $1.65 | ||
| Q1 24 | $1.11 | $0.67 |
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 | $471.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $750.2M |
| 总资产 | $11.5B | $6.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q4 25 | $1.2B | $471.4M | ||
| Q3 25 | $1.1B | $483.3M | ||
| Q2 25 | $966.6M | $420.6M | ||
| Q1 25 | $1.3B | $413.9M | ||
| Q4 24 | $1.6B | $477.7M | ||
| Q3 24 | $1.7B | $534.9M | ||
| Q2 24 | $1.6B | $498.4M | ||
| Q1 24 | $1.7B | $465.3M |
| Q4 25 | $5.0B | $750.2M | ||
| Q3 25 | $4.7B | $758.5M | ||
| Q2 25 | $4.5B | $800.4M | ||
| Q1 25 | $4.6B | $531.5M | ||
| Q4 24 | $4.9B | $549.0M | ||
| Q3 24 | $4.8B | $551.9M | ||
| Q2 24 | $4.8B | $562.6M | ||
| Q1 24 | $4.6B | $529.9M |
| Q4 25 | $11.5B | $6.2B | ||
| Q3 25 | $10.8B | $6.2B | ||
| Q2 25 | $10.5B | $6.1B | ||
| Q1 25 | $10.0B | $5.2B | ||
| Q4 24 | $10.4B | $5.2B | ||
| Q3 24 | $10.2B | $5.2B | ||
| Q2 24 | $10.1B | $5.1B | ||
| Q1 24 | $9.9B | $5.1B |
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 | $164.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $58.5M |
| 自由现金流率自由现金流/营收 | 21.5% | 7.9% |
| 资本支出强度资本支出/营收 | 12.0% | 14.4% |
| 现金转化率经营现金流/净利润 | 4.31× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $232.4M |
8季度趋势，按日历期对齐
| Q4 25 | $366.6M | $164.7M | ||
| Q3 25 | $441.8M | $205.2M | ||
| Q2 25 | $459.1M | $122.5M | ||
| Q1 25 | $251.2M | $98.2M | ||
| Q4 24 | $343.8M | $166.6M | ||
| Q3 24 | $392.5M | $218.1M | ||
| Q2 24 | $431.0M | $184.3M | ||
| Q1 24 | $351.9M | $7.5M |
| Q4 25 | $234.9M | $58.5M | ||
| Q3 25 | $329.1M | $135.4M | ||
| Q2 25 | $313.6M | $53.0M | ||
| Q1 25 | $133.4M | $-14.5M | ||
| Q4 24 | $250.9M | $76.0M | ||
| Q3 24 | $279.7M | $85.7M | ||
| Q2 24 | $340.0M | $78.8M | ||
| Q1 24 | $258.1M | $-72.0M |
| Q4 25 | 21.5% | 7.9% | ||
| Q3 25 | 31.2% | 22.9% | ||
| Q2 25 | 30.1% | 8.0% | ||
| Q1 25 | 13.1% | -2.5% | ||
| Q4 24 | 24.6% | 11.7% | ||
| Q3 24 | 27.8% | 15.6% | ||
| Q2 24 | 34.7% | 12.9% | ||
| Q1 24 | 26.2% | -13.6% |
| Q4 25 | 12.0% | 14.4% | ||
| Q3 25 | 10.7% | 11.8% | ||
| Q2 25 | 13.9% | 10.5% | ||
| Q1 25 | 11.6% | 19.2% | ||
| Q4 24 | 9.1% | 14.0% | ||
| Q3 24 | 11.2% | 24.1% | ||
| Q2 24 | 9.3% | 17.2% | ||
| Q1 24 | 9.5% | 15.0% |
| Q4 25 | 4.31× | 2.21× | ||
| Q3 25 | 3.15× | 5.88× | ||
| Q2 25 | 4.43× | 1.71× | ||
| Q1 25 | 2.04× | 1.56× | ||
| Q4 24 | 2.46× | 2.30× | ||
| Q3 24 | 6.78× | 3.70× | ||
| Q2 24 | 3.27× | 1.83× | ||
| Q1 24 | 2.01× | 0.17× |
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% |
RHP
| Hotel Other | $157.7M | 21% |
| Gaylord Opryland | $147.4M | 20% |
| Hotel Transient Rooms | $93.6M | 13% |
| Hotel Food And Beverage Outlets | $92.2M | 12% |
| Gaylord Palms | $88.2M | 12% |
| Jw Marriott Hill Country | $53.7M | 7% |
| Entertainment Admissions And Ticketing | $43.1M | 6% |
| Entertainment Food And Beverage | $38.1M | 5% |
| Entertainment Retail And Other | $28.3M | 4% |
| Ac Hotel | $2.4M | 0% |
