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阿卡迈（AKAM）与越洋钻探（RIG）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越洋钻探的1.0倍（$1.1B vs $1.0B），阿卡迈净利率更高（7.8% vs 2.4%，领先5.4%），越洋钻探同比增速更快（9.6% vs 7.4%），越洋钻探自由现金流更多（$321.0M vs $234.9M），过去两年越洋钻探的营收复合增速更高（16.9% 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。
越洋钻探（Transocean Ltd.）是按营收计全球规模最大的海上钻探承包商，总部位于瑞士施泰因豪森，起源于美国，目前在加拿大、美国、挪威、英国、印度、巴西、新加坡等20个国家设有办事机构，业务覆盖全球主要海上油气开采区域。
AKAM vs RIG — 直观对比
营收规模更大
AKAM
是对方的1.0倍
$1.0B
营收增速更快
RIG
高出2.2%
7.4%
净利率更高
AKAM
高出5.4%
2.4%
自由现金流更多
RIG
多$86.1M
$234.9M
两年增速更快
RIG
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.0B |
| 净利润 | $85.1M | $25.0M |
| 毛利率 | 58.7% | 42.0% |
| 营业利润率 | 8.7% | 23.0% |
| 净利率 | 7.8% | 2.4% |
| 营收同比 | 7.4% | 9.6% |
| 净利润同比 | -39.2% | 257.1% |
| 每股收益（稀释后） | $0.57 | $0.13 |
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AKAMRIG
| Q4 25 | $1.1B | $1.0B | ||
| Q3 25 | $1.1B | $1.0B | ||
| Q2 25 | $1.0B | $988.0M | ||
| Q1 25 | $1.0B | $906.0M | ||
| Q4 24 | $1.0B | $952.0M | ||
| Q3 24 | $1.0B | $948.0M | ||
| Q2 24 | $979.6M | $861.0M | ||
| Q1 24 | $987.0M | $763.0M |
净利润AKAMRIG
| Q4 25 | $85.1M | $25.0M | ||
| Q3 25 | $140.2M | $-1.9B | ||
| Q2 25 | $103.6M | $-938.0M | ||
| Q1 25 | $123.2M | $-79.0M | ||
| Q4 24 | $139.9M | $7.0M | ||
| Q3 24 | $57.9M | $-494.0M | ||
| Q2 24 | $131.7M | $-123.0M | ||
| Q1 24 | $175.4M | $98.0M |
毛利率AKAMRIG
| Q4 25 | 58.7% | 42.0% | ||
| Q3 25 | 59.3% | 43.2% | ||
| Q2 25 | 59.1% | 39.4% | ||
| Q1 25 | 58.7% | 31.8% | ||
| Q4 24 | 59.4% | 39.2% | ||
| Q3 24 | 59.3% | 40.6% | ||
| Q2 24 | 58.9% | 38.0% | ||
| Q1 24 | 60.0% | 31.5% |
营业利润率AKAMRIG
| Q4 25 | 8.7% | 23.0% | ||
| Q3 25 | 15.7% | -163.1% | ||
| Q2 25 | 14.5% | -97.6% | ||
| Q1 25 | 15.2% | 7.1% | ||
| Q4 24 | 14.5% | 13.7% | ||
| Q3 24 | 7.0% | -51.2% | ||
| Q2 24 | 15.1% | -6.9% | ||
| Q1 24 | 16.9% | -0.4% |
净利率AKAMRIG
| Q4 25 | 7.8% | 2.4% | ||
| Q3 25 | 13.3% | -187.1% | ||
| Q2 25 | 9.9% | -94.9% | ||
| Q1 25 | 12.1% | -8.7% | ||
| Q4 24 | 13.7% | 0.7% | ||
| Q3 24 | 5.8% | -52.1% | ||
| Q2 24 | 13.4% | -14.3% | ||
| Q1 24 | 17.8% | 12.8% |
每股收益（稀释后）AKAMRIG
| Q4 25 | $0.57 | $0.13 | ||
| Q3 25 | $0.97 | $-2.00 | ||
| Q2 25 | $0.71 | $-1.06 | ||
| Q1 25 | $0.82 | $-0.11 | ||
| Q4 24 | $0.92 | $-0.14 | ||
| Q3 24 | $0.38 | $-0.58 | ||
| Q2 24 | $0.86 | $-0.15 | ||
| Q1 24 | $1.11 | $0.11 |
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 | $620.0M |
| 总债务越低越好 | — | $5.2B |
| 股东权益账面价值 | $5.0B | $8.1B |
| 总资产 | $11.5B | $15.6B |
| 负债/权益比越低杠杆越低 | — | 0.64× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRIG
| Q4 25 | $1.2B | $620.0M | ||
| Q3 25 | $1.1B | $833.0M | ||
| Q2 25 | $966.6M | $377.0M | ||
| Q1 25 | $1.3B | $263.0M | ||
| Q4 24 | $1.6B | $560.0M | ||
| Q3 24 | $1.7B | $435.0M | ||
| Q2 24 | $1.6B | $475.0M | ||
| Q1 24 | $1.7B | $446.0M |
总债务AKAMRIG
| Q4 25 | — | $5.2B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.9B | ||
| Q1 25 | — | $5.9B | ||
| Q4 24 | — | $6.2B | ||
| Q3 24 | — | $6.5B | ||
| Q2 24 | — | $6.8B | ||
| Q1 24 | — | $6.8B |
股东权益AKAMRIG
| Q4 25 | $5.0B | $8.1B | ||
| Q3 25 | $4.7B | $8.1B | ||
| Q2 25 | $4.5B | $9.4B | ||
| Q1 25 | $4.6B | $10.2B | ||
| Q4 24 | $4.9B | $10.3B | ||
| Q3 24 | $4.8B | $10.2B | ||
| Q2 24 | $4.8B | $10.7B | ||
| Q1 24 | $4.6B | $10.5B |
总资产AKAMRIG
| Q4 25 | $11.5B | $15.6B | ||
| Q3 25 | $10.8B | $16.2B | ||
| Q2 25 | $10.5B | $17.8B | ||
| Q1 25 | $10.0B | $19.0B | ||
| Q4 24 | $10.4B | $19.4B | ||
| Q3 24 | $10.2B | $19.5B | ||
| Q2 24 | $10.1B | $20.3B | ||
| Q1 24 | $9.9B | $19.9B |
负债/权益比AKAMRIG
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 0.63× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.65× |
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 | $349.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $321.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 30.8% |
| 资本支出强度资本支出/营收 | 12.0% | 2.7% |
| 现金转化率经营现金流/净利润 | 4.31× | 13.96× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $626.0M |
8季度趋势，按日历期对齐
经营现金流AKAMRIG
| Q4 25 | $366.6M | $349.0M | ||
| Q3 25 | $441.8M | $246.0M | ||
| Q2 25 | $459.1M | $128.0M | ||
| Q1 25 | $251.2M | $26.0M | ||
| Q4 24 | $343.8M | $206.0M | ||
| Q3 24 | $392.5M | $194.0M | ||
| Q2 24 | $431.0M | $133.0M | ||
| Q1 24 | $351.9M | $-86.0M |
自由现金流AKAMRIG
| Q4 25 | $234.9M | $321.0M | ||
| Q3 25 | $329.1M | $235.0M | ||
| Q2 25 | $313.6M | $104.0M | ||
| Q1 25 | $133.4M | $-34.0M | ||
| Q4 24 | $250.9M | $177.0M | ||
| Q3 24 | $279.7M | $136.0M | ||
| Q2 24 | $340.0M | $49.0M | ||
| Q1 24 | $258.1M | $-169.0M |
自由现金流率AKAMRIG
| Q4 25 | 21.5% | 30.8% | ||
| Q3 25 | 31.2% | 22.9% | ||
| Q2 25 | 30.1% | 10.5% | ||
| Q1 25 | 13.1% | -3.8% | ||
| Q4 24 | 24.6% | 18.6% | ||
| Q3 24 | 27.8% | 14.3% | ||
| Q2 24 | 34.7% | 5.7% | ||
| Q1 24 | 26.2% | -22.1% |
资本支出强度AKAMRIG
| Q4 25 | 12.0% | 2.7% | ||
| Q3 25 | 10.7% | 1.1% | ||
| Q2 25 | 13.9% | 2.4% | ||
| Q1 25 | 11.6% | 6.6% | ||
| Q4 24 | 9.1% | 3.0% | ||
| Q3 24 | 11.2% | 6.1% | ||
| Q2 24 | 9.3% | 9.8% | ||
| Q1 24 | 9.5% | 10.9% |
现金转化率AKAMRIG
| Q4 25 | 4.31× | 13.96× | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | 29.43× | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | -0.88× |
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% |
RIG
| Ultra Deepwater Floaters | $433.0M | 42% |
| BR | $236.0M | 23% |
| Other Geographical | $211.0M | 20% |
| Harsh Environment Floaters | $163.0M | 16% |
