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阿卡迈（AKAM）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是阿卡迈的1.5倍（$1.7B vs $1.1B），阿卡迈净利率更高（7.8% vs 3.7%，领先4.1%），阿卡迈同比增速更快（7.4% vs -9.0%），RUSH ENTERPRISES INC \TX\自由现金流更多（$411.6M vs $234.9M），过去两年阿卡迈的营收复合增速更高（5.3% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
AKAM vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.5倍
$1.1B
营收增速更快
AKAM
高出16.4%
-9.0%
净利率更高
AKAM
高出4.1%
3.7%
自由现金流更多
RUSHA
多$176.7M
$234.9M
两年增速更快
AKAM
近两年复合增速
-6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.7B |
| 净利润 | $85.1M | $61.7M |
| 毛利率 | 58.7% | 20.4% |
| 营业利润率 | 8.7% | 4.9% |
| 净利率 | 7.8% | 3.7% |
| 营收同比 | 7.4% | -9.0% |
| 净利润同比 | -39.2% | 1.8% |
| 每股收益（稀释后） | $0.57 | $0.77 |
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AKAMRUSHA
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.0B | $1.8B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $979.6M | $1.9B |
净利润AKAMRUSHA
| Q1 26 | — | $61.7M | ||
| Q4 25 | $85.1M | $64.3M | ||
| Q3 25 | $140.2M | $66.7M | ||
| Q2 25 | $103.6M | $72.4M | ||
| Q1 25 | $123.2M | $60.3M | ||
| Q4 24 | $139.9M | $74.8M | ||
| Q3 24 | $57.9M | $79.1M | ||
| Q2 24 | $131.7M | $78.7M |
毛利率AKAMRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | 58.7% | 20.8% | ||
| Q3 25 | 59.3% | 21.0% | ||
| Q2 25 | 59.1% | 20.7% | ||
| Q1 25 | 58.7% | 20.3% | ||
| Q4 24 | 59.4% | 19.3% | ||
| Q3 24 | 59.3% | 21.0% | ||
| Q2 24 | 58.9% | 20.2% |
营业利润率AKAMRUSHA
| Q1 26 | — | 4.9% | ||
| Q4 25 | 8.7% | 5.5% | ||
| Q3 25 | 15.7% | 5.6% | ||
| Q2 25 | 14.5% | 6.0% | ||
| Q1 25 | 15.2% | 5.2% | ||
| Q4 24 | 14.5% | 5.8% | ||
| Q3 24 | 7.0% | 6.7% | ||
| Q2 24 | 15.1% | 6.4% |
净利率AKAMRUSHA
| Q1 26 | — | 3.7% | ||
| Q4 25 | 7.8% | 3.8% | ||
| Q3 25 | 13.3% | 3.7% | ||
| Q2 25 | 9.9% | 3.9% | ||
| Q1 25 | 12.1% | 3.4% | ||
| Q4 24 | 13.7% | 3.9% | ||
| Q3 24 | 5.8% | 4.4% | ||
| Q2 24 | 13.4% | 4.1% |
每股收益（稀释后）AKAMRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $0.57 | $0.81 | ||
| Q3 25 | $0.97 | $0.83 | ||
| Q2 25 | $0.71 | $0.90 | ||
| Q1 25 | $0.82 | $0.73 | ||
| Q4 24 | $0.92 | $-95.13 | ||
| Q3 24 | $0.38 | $0.97 | ||
| Q2 24 | $0.86 | $97.00 |
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 | — | $277.8M |
| 股东权益账面价值 | $5.0B | $2.3B |
| 总资产 | $11.5B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $212.6M | ||
| Q3 25 | $1.1B | $242.0M | ||
| Q2 25 | $966.6M | $211.1M | ||
| Q1 25 | $1.3B | $228.7M | ||
| Q4 24 | $1.6B | $228.1M | ||
| Q3 24 | $1.7B | $185.1M | ||
| Q2 24 | $1.6B | $167.3M |
总债务AKAMRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AKAMRUSHA
| Q1 26 | — | $2.3B | ||
| Q4 25 | $5.0B | $2.2B | ||
| Q3 25 | $4.7B | $2.2B | ||
| Q2 25 | $4.5B | $2.2B | ||
| Q1 25 | $4.6B | $2.2B | ||
| Q4 24 | $4.9B | $2.1B | ||
| Q3 24 | $4.8B | $2.1B | ||
| Q2 24 | $4.8B | $2.0B |
总资产AKAMRUSHA
| Q1 26 | — | $4.5B | ||
| Q4 25 | $11.5B | $4.4B | ||
| Q3 25 | $10.8B | $4.6B | ||
| Q2 25 | $10.5B | $4.7B | ||
| Q1 25 | $10.0B | $4.7B | ||
| Q4 24 | $10.4B | $4.6B | ||
| Q3 24 | $10.2B | $4.6B | ||
| Q2 24 | $10.1B | $4.5B |
负债/权益比AKAMRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $411.6M |
| 自由现金流率自由现金流/营收 | 21.5% | 24.4% |
| 资本支出强度资本支出/营收 | 12.0% | 2.0% |
| 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 | $828.4M |
8季度趋势，按日历期对齐
经营现金流AKAMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $366.6M | $112.9M | ||
| Q3 25 | $441.8M | $367.8M | ||
| Q2 25 | $459.1M | $227.6M | ||
| Q1 25 | $251.2M | $153.5M | ||
| Q4 24 | $343.8M | $392.3M | ||
| Q3 24 | $392.5M | $111.7M | ||
| Q2 24 | $431.0M | $270.6M |
自由现金流AKAMRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | $234.9M | $31.9M | ||
| Q3 25 | $329.1M | $271.2M | ||
| Q2 25 | $313.6M | $113.8M | ||
| Q1 25 | $133.4M | $45.1M | ||
| Q4 24 | $250.9M | $263.5M | ||
| Q3 24 | $279.7M | $-20.0M | ||
| Q2 24 | $340.0M | $177.2M |
自由现金流率AKAMRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | 21.5% | 1.9% | ||
| Q3 25 | 31.2% | 15.2% | ||
| Q2 25 | 30.1% | 6.2% | ||
| Q1 25 | 13.1% | 2.6% | ||
| Q4 24 | 24.6% | 13.7% | ||
| Q3 24 | 27.8% | -1.1% | ||
| Q2 24 | 34.7% | 9.1% |
资本支出强度AKAMRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | 12.0% | 4.8% | ||
| Q3 25 | 10.7% | 5.4% | ||
| Q2 25 | 13.9% | 6.2% | ||
| Q1 25 | 11.6% | 6.2% | ||
| Q4 24 | 9.1% | 6.7% | ||
| Q3 24 | 11.2% | 7.3% | ||
| Q2 24 | 9.3% | 4.8% |
现金转化率AKAMRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 4.31× | 1.75× | ||
| Q3 25 | 3.15× | 5.51× | ||
| Q2 25 | 4.43× | 3.14× | ||
| Q1 25 | 2.04× | 2.55× | ||
| Q4 24 | 2.46× | 5.25× | ||
| Q3 24 | 6.78× | 1.41× | ||
| Q2 24 | 3.27× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
