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阿卡迈（AKAM）与Rithm Capital Corp.（RITM）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Rithm Capital Corp.的1.3倍（$1.1B vs $828.2M），Rithm Capital Corp.净利率更高（13.2% vs 7.8%，领先5.4%），Rithm Capital Corp.同比增速更快（508.5% vs 7.4%），过去两年阿卡迈的营收复合增速更高（5.3% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
AKAM vs RITM — 直观对比
营收规模更大
AKAM
是对方的1.3倍
$828.2M
营收增速更快
RITM
高出501.1%
7.4%
净利率更高
RITM
高出5.4%
7.8%
两年增速更快
AKAM
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $828.2M |
| 净利润 | $85.1M | $109.5M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 29.9% |
| 净利率 | 7.8% | 13.2% |
| 营收同比 | 7.4% | 508.5% |
| 净利润同比 | -39.2% | 27.7% |
| 每股收益（稀释后） | $0.57 | $0.12 |
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
营收AKAMRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $768.4M | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $1.0B | $619.5M | ||
| Q2 24 | $979.6M | $1.2B |
净利润AKAMRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $85.1M | $85.0M | ||
| Q3 25 | $140.2M | $221.5M | ||
| Q2 25 | $103.6M | $311.7M | ||
| Q1 25 | $123.2M | $78.8M | ||
| Q4 24 | $139.9M | $290.2M | ||
| Q3 24 | $57.9M | $121.7M | ||
| Q2 24 | $131.7M | $235.6M |
毛利率AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.3% | — | ||
| Q2 25 | 59.1% | — | ||
| Q1 25 | 58.7% | — | ||
| Q4 24 | 59.4% | — | ||
| Q3 24 | 59.3% | — | ||
| Q2 24 | 58.9% | — |
营业利润率AKAMRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 8.7% | 13.8% | ||
| Q3 25 | 15.7% | 21.4% | ||
| Q2 25 | 14.5% | 25.2% | ||
| Q1 25 | 15.2% | 7.4% | ||
| Q4 24 | 14.5% | 23.8% | ||
| Q3 24 | 7.0% | 7.3% | ||
| Q2 24 | 15.1% | 23.6% |
净利率AKAMRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 7.8% | 5.7% | ||
| Q3 25 | 13.3% | 20.0% | ||
| Q2 25 | 9.9% | 25.6% | ||
| Q1 25 | 12.1% | 10.3% | ||
| Q4 24 | 13.7% | 14.0% | ||
| Q3 24 | 5.8% | 19.7% | ||
| Q2 24 | 13.4% | 19.2% |
每股收益（稀释后）AKAMRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.57 | $0.09 | ||
| Q3 25 | $0.97 | $0.35 | ||
| Q2 25 | $0.71 | $0.53 | ||
| Q1 25 | $0.82 | $0.07 | ||
| Q4 24 | $0.92 | $0.50 | ||
| Q3 24 | $0.38 | $0.20 | ||
| Q2 24 | $0.86 | $0.43 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $9.1B |
| 总资产 | $11.5B | $53.4B |
| 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AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $1.8B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $966.6M | $1.6B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.6B | $1.2B |
总债务AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益AKAMRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $5.0B | $8.4B | ||
| Q3 25 | $4.7B | $8.5B | ||
| Q2 25 | $4.5B | $7.9B | ||
| Q1 25 | $4.6B | $7.8B | ||
| Q4 24 | $4.9B | $7.8B | ||
| Q3 24 | $4.8B | $7.7B | ||
| Q2 24 | $4.8B | $7.3B |
总资产AKAMRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $11.5B | $53.1B | ||
| Q3 25 | $10.8B | $47.2B | ||
| Q2 25 | $10.5B | $44.3B | ||
| Q1 25 | $10.0B | $45.3B | ||
| Q4 24 | $10.4B | $46.0B | ||
| Q3 24 | $10.2B | $42.3B | ||
| Q2 24 | $10.1B | $42.0B |
负债/权益比AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $234.9M | — |
| 自由现金流率自由现金流/营收 | 21.5% | — |
| 资本支出强度资本支出/营收 | 12.0% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $366.6M | $-114.6M | ||
| Q3 25 | $441.8M | $-2.0B | ||
| Q2 25 | $459.1M | $-557.1M | ||
| Q1 25 | $251.2M | $1.4B | ||
| Q4 24 | $343.8M | $-1.8B | ||
| Q3 24 | $392.5M | $768.1M | ||
| Q2 24 | $431.0M | $-55.7M |
自由现金流AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | — | ||
| Q3 25 | $329.1M | — | ||
| Q2 25 | $313.6M | — | ||
| Q1 25 | $133.4M | — | ||
| Q4 24 | $250.9M | — | ||
| Q3 24 | $279.7M | — | ||
| Q2 24 | $340.0M | — |
自由现金流率AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | — | ||
| Q3 25 | 31.2% | — | ||
| Q2 25 | 30.1% | — | ||
| Q1 25 | 13.1% | — | ||
| Q4 24 | 24.6% | — | ||
| Q3 24 | 27.8% | — | ||
| Q2 24 | 34.7% | — |
资本支出强度AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | — | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 9.1% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 9.3% | — |
现金转化率AKAMRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.31× | -1.35× | ||
| Q3 25 | 3.15× | -9.22× | ||
| Q2 25 | 4.43× | -1.79× | ||
| Q1 25 | 2.04× | 18.03× | ||
| Q4 24 | 2.46× | -6.04× | ||
| Q3 24 | 6.78× | 6.31× | ||
| Q2 24 | 3.27× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
