vs
阿卡迈（AKAM）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是阿卡迈的1.3倍（$1.4B vs $1.1B），瑞思迈净利率更高（27.6% vs 7.8%，领先19.8%），瑞思迈同比增速更快（11.0% vs 7.4%），过去两年瑞思迈的营收复合增速更高（7.9% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AKAM vs RMD — 直观对比
营收规模更大
RMD
是对方的1.3倍
$1.1B
营收增速更快
RMD
高出3.6%
7.4%
净利率更高
RMD
高出19.8%
7.8%
两年增速更快
RMD
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.4B |
| 净利润 | $85.1M | $392.6M |
| 毛利率 | 58.7% | 61.8% |
| 营业利润率 | 8.7% | 34.6% |
| 净利率 | 7.8% | 27.6% |
| 营收同比 | 7.4% | 11.0% |
| 净利润同比 | -39.2% | 13.9% |
| 每股收益（稀释后） | $0.57 | $2.68 |
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AKAMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $979.6M | $1.2B |
净利润AKAMRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $85.1M | $392.6M | ||
| Q3 25 | $140.2M | $348.5M | ||
| Q2 25 | $103.6M | $379.7M | ||
| Q1 25 | $123.2M | $365.0M | ||
| Q4 24 | $139.9M | $344.6M | ||
| Q3 24 | $57.9M | $311.4M | ||
| Q2 24 | $131.7M | $292.2M |
毛利率AKAMRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 58.7% | 61.8% | ||
| Q3 25 | 59.3% | 61.5% | ||
| Q2 25 | 59.1% | 60.8% | ||
| Q1 25 | 58.7% | 59.3% | ||
| Q4 24 | 59.4% | 58.6% | ||
| Q3 24 | 59.3% | 58.6% | ||
| Q2 24 | 58.9% | 58.5% |
营业利润率AKAMRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 8.7% | 34.6% | ||
| Q3 25 | 15.7% | 33.4% | ||
| Q2 25 | 14.5% | 33.7% | ||
| Q1 25 | 15.2% | 33.0% | ||
| Q4 24 | 14.5% | 32.5% | ||
| Q3 24 | 7.0% | 31.6% | ||
| Q2 24 | 15.1% | 31.2% |
净利率AKAMRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 7.8% | 27.6% | ||
| Q3 25 | 13.3% | 26.1% | ||
| Q2 25 | 9.9% | 28.2% | ||
| Q1 25 | 12.1% | 28.3% | ||
| Q4 24 | 13.7% | 26.9% | ||
| Q3 24 | 5.8% | 25.4% | ||
| Q2 24 | 13.4% | 23.9% |
每股收益（稀释后）AKAMRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.57 | $2.68 | ||
| Q3 25 | $0.97 | $2.37 | ||
| Q2 25 | $0.71 | $2.58 | ||
| Q1 25 | $0.82 | $2.48 | ||
| Q4 24 | $0.92 | $2.34 | ||
| Q3 24 | $0.38 | $2.11 | ||
| Q2 24 | $0.86 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $5.0B | $6.3B |
| 总资产 | $11.5B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $966.6M | $1.2B | ||
| Q1 25 | $1.3B | $932.7M | ||
| Q4 24 | $1.6B | $521.9M | ||
| Q3 24 | $1.7B | $426.4M | ||
| Q2 24 | $1.6B | $238.4M |
总债务AKAMRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益AKAMRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $5.0B | $6.3B | ||
| Q3 25 | $4.7B | $6.1B | ||
| Q2 25 | $4.5B | $6.0B | ||
| Q1 25 | $4.6B | $5.5B | ||
| Q4 24 | $4.9B | $5.3B | ||
| Q3 24 | $4.8B | $5.2B | ||
| Q2 24 | $4.8B | $4.9B |
总资产AKAMRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $11.5B | $8.5B | ||
| Q3 25 | $10.8B | $8.3B | ||
| Q2 25 | $10.5B | $8.2B | ||
| Q1 25 | $10.0B | $7.6B | ||
| Q4 24 | $10.4B | $7.1B | ||
| Q3 24 | $10.2B | $7.2B | ||
| Q2 24 | $10.1B | $6.9B |
负债/权益比AKAMRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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AKAMRMD
| Q2 26 | — | — | ||
| Q4 25 | $366.6M | $339.7M | ||
| Q3 25 | $441.8M | $457.3M | ||
| Q2 25 | $459.1M | $538.8M | ||
| Q1 25 | $251.2M | $578.7M | ||
| Q4 24 | $343.8M | $308.6M | ||
| Q3 24 | $392.5M | $325.5M | ||
| Q2 24 | $431.0M | $440.1M |
自由现金流AKAMRMD
| Q2 26 | — | — | ||
| Q4 25 | $234.9M | $311.2M | ||
| Q3 25 | $329.1M | $414.4M | ||
| Q2 25 | $313.6M | $508.2M | ||
| Q1 25 | $133.4M | $557.9M | ||
| Q4 24 | $250.9M | $288.0M | ||
| Q3 24 | $279.7M | $307.7M | ||
| Q2 24 | $340.0M | $415.2M |
自由现金流率AKAMRMD
| Q2 26 | — | — | ||
| Q4 25 | 21.5% | 21.9% | ||
| Q3 25 | 31.2% | 31.0% | ||
| Q2 25 | 30.1% | 37.7% | ||
| Q1 25 | 13.1% | 43.2% | ||
| Q4 24 | 24.6% | 22.5% | ||
| Q3 24 | 27.8% | 25.1% | ||
| Q2 24 | 34.7% | 33.9% |
资本支出强度AKAMRMD
| Q2 26 | — | — | ||
| Q4 25 | 12.0% | 2.0% | ||
| Q3 25 | 10.7% | 3.2% | ||
| Q2 25 | 13.9% | 2.3% | ||
| Q1 25 | 11.6% | 1.6% | ||
| Q4 24 | 9.1% | 1.6% | ||
| Q3 24 | 11.2% | 1.5% | ||
| Q2 24 | 9.3% | 2.0% |
现金转化率AKAMRMD
| Q2 26 | — | — | ||
| Q4 25 | 4.31× | 0.87× | ||
| Q3 25 | 3.15× | 1.31× | ||
| Q2 25 | 4.43× | 1.42× | ||
| Q1 25 | 2.04× | 1.59× | ||
| Q4 24 | 2.46× | 0.90× | ||
| Q3 24 | 6.78× | 1.05× | ||
| Q2 24 | 3.27× | 1.51× |
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% |
RMD
暂无分部数据
