vs
阿卡迈（AKAM）与Royalty Pharma plc（RPRX）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Royalty Pharma plc的1.8倍（$1.1B vs $622.0M），Royalty Pharma plc净利率更高（34.4% vs 7.8%，领先26.7%），阿卡迈同比增速更快（7.4% vs 4.8%），过去两年阿卡迈的营收复合增速更高（5.3% vs 4.6%）
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。
本公司是总部位于美国马萨诸塞州剑桥市的临床阶段生物制药企业，专注于研发可调节转化生长因子β（TGF-β）超家族蛋白的药物，该类蛋白在红细胞、肌肉、骨骼、血管等细胞与组织的生长修复过程中发挥核心作用。
AKAM vs RPRX — 直观对比
营收规模更大
AKAM
是对方的1.8倍
$622.0M
营收增速更快
AKAM
高出2.6%
4.8%
净利率更高
RPRX
高出26.7%
7.8%
两年增速更快
AKAM
近两年复合增速
4.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $622.0M |
| 净利润 | $85.1M | $214.2M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 62.4% |
| 净利率 | 7.8% | 34.4% |
| 营收同比 | 7.4% | 4.8% |
| 净利润同比 | -39.2% | 2.9% |
| 每股收益（稀释后） | $0.57 | $0.49 |
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AKAMRPRX
| Q4 25 | $1.1B | $622.0M | ||
| Q3 25 | $1.1B | $609.3M | ||
| Q2 25 | $1.0B | $578.7M | ||
| Q1 25 | $1.0B | $568.2M | ||
| Q4 24 | $1.0B | $593.6M | ||
| Q3 24 | $1.0B | $564.7M | ||
| Q2 24 | $979.6M | $537.3M | ||
| Q1 24 | $987.0M | $568.0M |
净利润AKAMRPRX
| Q4 25 | $85.1M | $214.2M | ||
| Q3 25 | $140.2M | $288.2M | ||
| Q2 25 | $103.6M | $30.2M | ||
| Q1 25 | $123.2M | $238.3M | ||
| Q4 24 | $139.9M | $208.2M | ||
| Q3 24 | $57.9M | $544.0M | ||
| Q2 24 | $131.7M | $102.0M | ||
| Q1 24 | $175.4M | $4.8M |
毛利率AKAMRPRX
| 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% | — | ||
| Q1 24 | 60.0% | — |
营业利润率AKAMRPRX
| Q4 25 | 8.7% | 62.4% | ||
| Q3 25 | 15.7% | 70.1% | ||
| Q2 25 | 14.5% | 36.3% | ||
| Q1 25 | 15.2% | 94.0% | ||
| Q4 24 | 14.5% | 60.9% | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 15.1% | 50.2% | ||
| Q1 24 | 16.9% | -13.0% |
净利率AKAMRPRX
| Q4 25 | 7.8% | 34.4% | ||
| Q3 25 | 13.3% | 47.3% | ||
| Q2 25 | 9.9% | 5.2% | ||
| Q1 25 | 12.1% | 41.9% | ||
| Q4 24 | 13.7% | 35.1% | ||
| Q3 24 | 5.8% | 96.3% | ||
| Q2 24 | 13.4% | 19.0% | ||
| Q1 24 | 17.8% | 0.8% |
每股收益（稀释后）AKAMRPRX
| Q4 25 | $0.57 | $0.49 | ||
| Q3 25 | $0.97 | $0.67 | ||
| Q2 25 | $0.71 | $0.07 | ||
| Q1 25 | $0.82 | $0.55 | ||
| Q4 24 | $0.92 | $0.46 | ||
| Q3 24 | $0.38 | $1.21 | ||
| Q2 24 | $0.86 | $0.23 | ||
| Q1 24 | $1.11 | $0.01 |
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 | $618.7M |
| 总债务越低越好 | — | $9.0B |
| 股东权益账面价值 | $5.0B | $9.7B |
| 总资产 | $11.5B | $19.6B |
| 负债/权益比越低杠杆越低 | — | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRPRX
| Q4 25 | $1.2B | $618.7M | ||
| Q3 25 | $1.1B | $938.9M | ||
| Q2 25 | $966.6M | $631.9M | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.6B | $929.0M | ||
| Q3 24 | $1.7B | $950.1M | ||
| Q2 24 | $1.6B | $1.8B | ||
| Q1 24 | $1.7B | $843.0M |
总债务AKAMRPRX
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
股东权益AKAMRPRX
| Q4 25 | $5.0B | $9.7B | ||
| Q3 25 | $4.7B | $9.6B | ||
| Q2 25 | $4.5B | $9.5B | ||
| Q1 25 | $4.6B | $9.8B | ||
| Q4 24 | $4.9B | $10.3B | ||
| Q3 24 | $4.8B | $10.3B | ||
| Q2 24 | $4.8B | $9.8B | ||
| Q1 24 | $4.6B | $9.9B |
总资产AKAMRPRX
| Q4 25 | $11.5B | $19.6B | ||
| Q3 25 | $10.8B | $19.3B | ||
| Q2 25 | $10.5B | $18.3B | ||
| Q1 25 | $10.0B | $17.6B | ||
| Q4 24 | $10.4B | $18.2B | ||
| Q3 24 | $10.2B | $18.0B | ||
| Q2 24 | $10.1B | $17.7B | ||
| Q1 24 | $9.9B | $16.1B |
负债/权益比AKAMRPRX
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| 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× | 3.86× |
| 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AKAMRPRX
| Q4 25 | $366.6M | $827.1M | ||
| Q3 25 | $441.8M | $702.6M | ||
| Q2 25 | $459.1M | $364.0M | ||
| Q1 25 | $251.2M | $596.1M | ||
| Q4 24 | $343.8M | $742.5M | ||
| Q3 24 | $392.5M | $703.6M | ||
| Q2 24 | $431.0M | $658.2M | ||
| Q1 24 | $351.9M | $664.6M |
自由现金流AKAMRPRX
| 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 | — | ||
| Q1 24 | $258.1M | — |
自由现金流率AKAMRPRX
| 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% | — | ||
| Q1 24 | 26.2% | — |
资本支出强度AKAMRPRX
| 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% | — | ||
| Q1 24 | 9.5% | — |
现金转化率AKAMRPRX
| Q4 25 | 4.31× | 3.86× | ||
| Q3 25 | 3.15× | 2.44× | ||
| Q2 25 | 4.43× | 12.06× | ||
| Q1 25 | 2.04× | 2.50× | ||
| Q4 24 | 2.46× | 3.57× | ||
| Q3 24 | 6.78× | 1.29× | ||
| Q2 24 | 3.27× | 6.45× | ||
| Q1 24 | 2.01× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
