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阿卡迈（AKAM）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是阿卡迈的1.2倍（$1.3B vs $1.1B），阿卡迈净利率更高（7.8% vs -63.1%，领先70.8%），阿卡迈同比增速更快（7.4% vs -25.8%），阿卡迈自由现金流更多（$234.9M vs $-1.1B），过去两年阿卡迈的营收复合增速更高（5.3% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
AKAM vs RIVN — 直观对比
营收规模更大
RIVN
是对方的1.2倍
$1.1B
营收增速更快
AKAM
高出33.2%
-25.8%
净利率更高
AKAM
高出70.8%
-63.1%
自由现金流更多
AKAM
多$1.4B
$-1.1B
两年增速更快
AKAM
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.3B |
| 净利润 | $85.1M | $-811.0M |
| 毛利率 | 58.7% | 9.3% |
| 营业利润率 | 8.7% | -64.8% |
| 净利率 | 7.8% | -63.1% |
| 营收同比 | 7.4% | -25.8% |
| 净利润同比 | -39.2% | -9.0% |
| 每股收益（稀释后） | $0.57 | $-0.66 |
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AKAMRIVN
| Q4 25 | $1.1B | $1.3B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.2B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $874.0M | ||
| Q2 24 | $979.6M | $1.2B | ||
| Q1 24 | $987.0M | $1.2B |
净利润AKAMRIVN
| Q4 25 | $85.1M | $-811.0M | ||
| Q3 25 | $140.2M | $-1.2B | ||
| Q2 25 | $103.6M | $-1.1B | ||
| Q1 25 | $123.2M | $-545.0M | ||
| Q4 24 | $139.9M | $-744.0M | ||
| Q3 24 | $57.9M | $-1.1B | ||
| Q2 24 | $131.7M | $-1.5B | ||
| Q1 24 | $175.4M | $-1.4B |
毛利率AKAMRIVN
| Q4 25 | 58.7% | 9.3% | ||
| Q3 25 | 59.3% | 1.5% | ||
| Q2 25 | 59.1% | -15.8% | ||
| Q1 25 | 58.7% | 16.6% | ||
| Q4 24 | 59.4% | 9.8% | ||
| Q3 24 | 59.3% | -44.9% | ||
| Q2 24 | 58.9% | -38.9% | ||
| Q1 24 | 60.0% | -43.8% |
营业利润率AKAMRIVN
| Q4 25 | 8.7% | -64.8% | ||
| Q3 25 | 15.7% | -63.1% | ||
| Q2 25 | 14.5% | -85.5% | ||
| Q1 25 | 15.2% | -52.8% | ||
| Q4 24 | 14.5% | -38.1% | ||
| Q3 24 | 7.0% | -133.8% | ||
| Q2 24 | 15.1% | -118.7% | ||
| Q1 24 | 16.9% | -123.3% |
净利率AKAMRIVN
| Q4 25 | 7.8% | -63.1% | ||
| Q3 25 | 13.3% | -75.3% | ||
| Q2 25 | 9.9% | -85.7% | ||
| Q1 25 | 12.1% | -44.0% | ||
| Q4 24 | 13.7% | -42.9% | ||
| Q3 24 | 5.8% | -125.9% | ||
| Q2 24 | 13.4% | -125.8% | ||
| Q1 24 | 17.8% | -120.1% |
每股收益（稀释后）AKAMRIVN
| Q4 25 | $0.57 | $-0.66 | ||
| Q3 25 | $0.97 | $-0.96 | ||
| Q2 25 | $0.71 | $-0.97 | ||
| Q1 25 | $0.82 | $-0.48 | ||
| Q4 24 | $0.92 | $-0.67 | ||
| Q3 24 | $0.38 | $-1.08 | ||
| Q2 24 | $0.86 | $-1.46 | ||
| Q1 24 | $1.11 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $4.6B |
| 总资产 | $11.5B | $14.9B |
| 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AKAMRIVN
| Q4 25 | $1.2B | $6.1B | ||
| Q3 25 | $1.1B | $7.1B | ||
| Q2 25 | $966.6M | $7.5B | ||
| Q1 25 | $1.3B | $7.2B | ||
| Q4 24 | $1.6B | $7.7B | ||
| Q3 24 | $1.7B | $6.7B | ||
| Q2 24 | $1.6B | $7.9B | ||
| Q1 24 | $1.7B | $7.9B |
总债务AKAMRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $5.5B | ||
| Q1 24 | — | $4.4B |
股东权益AKAMRIVN
| Q4 25 | $5.0B | $4.6B | ||
| Q3 25 | $4.7B | $5.1B | ||
| Q2 25 | $4.5B | $6.1B | ||
| Q1 25 | $4.6B | $6.2B | ||
| Q4 24 | $4.9B | $6.6B | ||
| Q3 24 | $4.8B | $5.9B | ||
| Q2 24 | $4.8B | $6.8B | ||
| Q1 24 | $4.6B | $8.1B |
总资产AKAMRIVN
| Q4 25 | $11.5B | $14.9B | ||
| Q3 25 | $10.8B | $15.2B | ||
| Q2 25 | $10.5B | $15.6B | ||
| Q1 25 | $10.0B | $15.5B | ||
| Q4 24 | $10.4B | $15.4B | ||
| Q3 24 | $10.2B | $14.3B | ||
| Q2 24 | $10.1B | $15.4B | ||
| Q1 24 | $9.9B | $15.7B |
负债/权益比AKAMRIVN
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.81× | ||
| Q1 24 | — | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $-1.1B |
| 自由现金流率自由现金流/营收 | 21.5% | -89.0% |
| 资本支出强度资本支出/营收 | 12.0% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
经营现金流AKAMRIVN
| Q4 25 | $366.6M | $-681.0M | ||
| Q3 25 | $441.8M | $26.0M | ||
| Q2 25 | $459.1M | $64.0M | ||
| Q1 25 | $251.2M | $-188.0M | ||
| Q4 24 | $343.8M | $1.2B | ||
| Q3 24 | $392.5M | $-876.0M | ||
| Q2 24 | $431.0M | $-754.0M | ||
| Q1 24 | $351.9M | $-1.3B |
自由现金流AKAMRIVN
| Q4 25 | $234.9M | $-1.1B | ||
| Q3 25 | $329.1M | $-421.0M | ||
| Q2 25 | $313.6M | $-398.0M | ||
| Q1 25 | $133.4M | $-526.0M | ||
| Q4 24 | $250.9M | $856.0M | ||
| Q3 24 | $279.7M | $-1.2B | ||
| Q2 24 | $340.0M | $-1.0B | ||
| Q1 24 | $258.1M | $-1.5B |
自由现金流率AKAMRIVN
| Q4 25 | 21.5% | -89.0% | ||
| Q3 25 | 31.2% | -27.0% | ||
| Q2 25 | 30.1% | -30.5% | ||
| Q1 25 | 13.1% | -42.4% | ||
| Q4 24 | 24.6% | 49.4% | ||
| Q3 24 | 27.8% | -131.9% | ||
| Q2 24 | 34.7% | -89.6% | ||
| Q1 24 | 26.2% | -126.5% |
资本支出强度AKAMRIVN
| Q4 25 | 12.0% | 36.0% | ||
| Q3 25 | 10.7% | 28.7% | ||
| Q2 25 | 13.9% | 35.5% | ||
| Q1 25 | 11.6% | 27.3% | ||
| Q4 24 | 9.1% | 18.9% | ||
| Q3 24 | 11.2% | 31.7% | ||
| Q2 24 | 9.3% | 24.4% | ||
| Q1 24 | 9.5% | 21.1% |
现金转化率AKAMRIVN
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| 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% |
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
