vs
阿卡迈（AKAM）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是阿卡迈的1.7倍（$1.9B vs $1.1B），RPM INTERNATIONAL INC净利率更高（8.4% vs 7.8%，领先0.7%），阿卡迈同比增速更快（7.4% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $234.9M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
AKAM vs RPM — 直观对比
营收规模更大
RPM
是对方的1.7倍
$1.1B
营收增速更快
AKAM
高出3.9%
3.5%
净利率更高
RPM
高出0.7%
7.8%
自由现金流更多
RPM
多$61.5M
$234.9M
两年增速更快
RPM
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.9B |
| 净利润 | $85.1M | $161.2M |
| 毛利率 | 58.7% | 40.8% |
| 营业利润率 | 8.7% | 11.0% |
| 净利率 | 7.8% | 8.4% |
| 营收同比 | 7.4% | 3.5% |
| 净利润同比 | -39.2% | -12.0% |
| 每股收益（稀释后） | $0.57 | $1.26 |
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AKAMRPM
| Q4 25 | $1.1B | $1.9B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.8B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $979.6M | $2.0B | ||
| Q1 24 | $987.0M | $1.5B |
净利润AKAMRPM
| Q4 25 | $85.1M | $161.2M | ||
| Q3 25 | $140.2M | $227.6M | ||
| Q2 25 | $103.6M | $225.8M | ||
| Q1 25 | $123.2M | $52.0M | ||
| Q4 24 | $139.9M | $183.2M | ||
| Q3 24 | $57.9M | $227.7M | ||
| Q2 24 | $131.7M | $180.6M | ||
| Q1 24 | $175.4M | $61.2M |
毛利率AKAMRPM
| Q4 25 | 58.7% | 40.8% | ||
| Q3 25 | 59.3% | 42.3% | ||
| Q2 25 | 59.1% | 42.4% | ||
| Q1 25 | 58.7% | 38.4% | ||
| Q4 24 | 59.4% | 41.4% | ||
| Q3 24 | 59.3% | 42.5% | ||
| Q2 24 | 58.9% | 41.4% | ||
| Q1 24 | 60.0% | 39.9% |
营业利润率AKAMRPM
| Q4 25 | 8.7% | 11.0% | ||
| Q3 25 | 15.7% | 14.1% | ||
| Q2 25 | 14.5% | 11.9% | ||
| Q1 25 | 15.2% | 2.8% | ||
| Q4 24 | 14.5% | 11.5% | ||
| Q3 24 | 7.0% | 14.8% | ||
| Q2 24 | 15.1% | 11.9% | ||
| Q1 24 | 16.9% | 5.5% |
净利率AKAMRPM
| Q4 25 | 7.8% | 8.4% | ||
| Q3 25 | 13.3% | 10.8% | ||
| Q2 25 | 9.9% | 10.8% | ||
| Q1 25 | 12.1% | 3.5% | ||
| Q4 24 | 13.7% | 9.9% | ||
| Q3 24 | 5.8% | 11.6% | ||
| Q2 24 | 13.4% | 9.0% | ||
| Q1 24 | 17.8% | 4.0% |
每股收益（稀释后）AKAMRPM
| Q4 25 | $0.57 | $1.26 | ||
| Q3 25 | $0.97 | $1.77 | ||
| Q2 25 | $0.71 | $1.76 | ||
| Q1 25 | $0.82 | $0.40 | ||
| Q4 24 | $0.92 | $1.42 | ||
| Q3 24 | $0.38 | $1.77 | ||
| Q2 24 | $0.86 | $1.40 | ||
| Q1 24 | $1.11 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $5.0B | $3.1B |
| 总资产 | $11.5B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRPM
| Q4 25 | $1.2B | $316.6M | ||
| Q3 25 | $1.1B | $297.1M | ||
| Q2 25 | $966.6M | $302.1M | ||
| Q1 25 | $1.3B | $241.9M | ||
| Q4 24 | $1.6B | $268.7M | ||
| Q3 24 | $1.7B | $231.6M | ||
| Q2 24 | $1.6B | $237.4M | ||
| Q1 24 | $1.7B | $248.9M |
总债务AKAMRPM
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $2.2B |
股东权益AKAMRPM
| Q4 25 | $5.0B | $3.1B | ||
| Q3 25 | $4.7B | $3.1B | ||
| Q2 25 | $4.5B | $2.9B | ||
| Q1 25 | $4.6B | $2.7B | ||
| Q4 24 | $4.9B | $2.7B | ||
| Q3 24 | $4.8B | $2.6B | ||
| Q2 24 | $4.8B | $2.5B | ||
| Q1 24 | $4.6B | $2.3B |
总资产AKAMRPM
| Q4 25 | $11.5B | $7.9B | ||
| Q3 25 | $10.8B | $7.9B | ||
| Q2 25 | $10.5B | $7.8B | ||
| Q1 25 | $10.0B | $6.6B | ||
| Q4 24 | $10.4B | $6.7B | ||
| Q3 24 | $10.2B | $6.6B | ||
| Q2 24 | $10.1B | $6.6B | ||
| Q1 24 | $9.9B | $6.4B |
负债/权益比AKAMRPM
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× | ||
| Q1 24 | — | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $296.4M |
| 自由现金流率自由现金流/营收 | 21.5% | 15.5% |
| 资本支出强度资本支出/营收 | 12.0% | 2.6% |
| 现金转化率经营现金流/净利润 | 4.31× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $582.9M |
8季度趋势，按日历期对齐
经营现金流AKAMRPM
| Q4 25 | $366.6M | $345.7M | ||
| Q3 25 | $441.8M | $237.5M | ||
| Q2 25 | $459.1M | $149.2M | ||
| Q1 25 | $251.2M | $91.5M | ||
| Q4 24 | $343.8M | $279.4M | ||
| Q3 24 | $392.5M | $248.1M | ||
| Q2 24 | $431.0M | $181.2M | ||
| Q1 24 | $351.9M | $173.4M |
自由现金流AKAMRPM
| Q4 25 | $234.9M | $296.4M | ||
| Q3 25 | $329.1M | $175.0M | ||
| Q2 25 | $313.6M | $78.2M | ||
| Q1 25 | $133.4M | $33.3M | ||
| Q4 24 | $250.9M | $229.5M | ||
| Q3 24 | $279.7M | $197.3M | ||
| Q2 24 | $340.0M | $105.3M | ||
| Q1 24 | $258.1M | $124.6M |
自由现金流率AKAMRPM
| Q4 25 | 21.5% | 15.5% | ||
| Q3 25 | 31.2% | 8.3% | ||
| Q2 25 | 30.1% | 3.8% | ||
| Q1 25 | 13.1% | 2.3% | ||
| Q4 24 | 24.6% | 12.4% | ||
| Q3 24 | 27.8% | 10.0% | ||
| Q2 24 | 34.7% | 5.2% | ||
| Q1 24 | 26.2% | 8.2% |
资本支出强度AKAMRPM
| Q4 25 | 12.0% | 2.6% | ||
| Q3 25 | 10.7% | 3.0% | ||
| Q2 25 | 13.9% | 3.4% | ||
| Q1 25 | 11.6% | 3.9% | ||
| Q4 24 | 9.1% | 2.7% | ||
| Q3 24 | 11.2% | 2.6% | ||
| Q2 24 | 9.3% | 3.8% | ||
| Q1 24 | 9.5% | 3.2% |
现金转化率AKAMRPM
| Q4 25 | 4.31× | 2.14× | ||
| Q3 25 | 3.15× | 1.04× | ||
| Q2 25 | 4.43× | 0.66× | ||
| Q1 25 | 2.04× | 1.76× | ||
| Q4 24 | 2.46× | 1.53× | ||
| Q3 24 | 6.78× | 1.09× | ||
| Q2 24 | 3.27× | 1.00× | ||
| Q1 24 | 2.01× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
