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阿卡迈（AKAM）与Revvity（RVTY）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Revvity的1.4倍（$1.1B vs $772.1M），Revvity净利率更高（12.7% vs 7.8%，领先5.0%），阿卡迈同比增速更快（7.4% vs 5.9%），阿卡迈自由现金流更多（$234.9M vs $161.8M），过去两年Revvity的营收复合增速更高（9.0% 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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AKAM vs RVTY — 直观对比
营收规模更大
AKAM
是对方的1.4倍
$772.1M
营收增速更快
AKAM
高出1.5%
5.9%
净利率更高
RVTY
高出5.0%
7.8%
自由现金流更多
AKAM
多$73.1M
$161.8M
两年增速更快
RVTY
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $772.1M |
| 净利润 | $85.1M | $98.4M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 14.5% |
| 净利率 | 7.8% | 12.7% |
| 营收同比 | 7.4% | 5.9% |
| 净利润同比 | -39.2% | 3.9% |
| 每股收益（稀释后） | $0.57 | $0.86 |
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AKAMRVTY
| Q4 25 | $1.1B | $772.1M | ||
| Q3 25 | $1.1B | $698.9M | ||
| Q2 25 | $1.0B | $720.3M | ||
| Q1 25 | $1.0B | $664.8M | ||
| Q4 24 | $1.0B | $729.4M | ||
| Q3 24 | $1.0B | $684.0M | ||
| Q2 24 | $979.6M | $691.7M | ||
| Q1 24 | $987.0M | $649.9M |
净利润AKAMRVTY
| Q4 25 | $85.1M | $98.4M | ||
| Q3 25 | $140.2M | $46.7M | ||
| Q2 25 | $103.6M | $53.9M | ||
| Q1 25 | $123.2M | $42.2M | ||
| Q4 24 | $139.9M | $94.6M | ||
| Q3 24 | $57.9M | $94.4M | ||
| Q2 24 | $131.7M | $55.4M | ||
| Q1 24 | $175.4M | $26.0M |
毛利率AKAMRVTY
| Q4 25 | 58.7% | — | ||
| Q3 25 | 59.3% | 53.6% | ||
| Q2 25 | 59.1% | 54.5% | ||
| Q1 25 | 58.7% | 56.5% | ||
| Q4 24 | 59.4% | — | ||
| Q3 24 | 59.3% | 56.3% | ||
| Q2 24 | 58.9% | 55.7% | ||
| Q1 24 | 60.0% | 54.6% |
营业利润率AKAMRVTY
| Q4 25 | 8.7% | 14.5% | ||
| Q3 25 | 15.7% | 11.7% | ||
| Q2 25 | 14.5% | 12.6% | ||
| Q1 25 | 15.2% | 10.9% | ||
| Q4 24 | 14.5% | 16.3% | ||
| Q3 24 | 7.0% | 14.3% | ||
| Q2 24 | 15.1% | 12.4% | ||
| Q1 24 | 16.9% | 6.8% |
净利率AKAMRVTY
| Q4 25 | 7.8% | 12.7% | ||
| Q3 25 | 13.3% | 6.7% | ||
| Q2 25 | 9.9% | 7.5% | ||
| Q1 25 | 12.1% | 6.4% | ||
| Q4 24 | 13.7% | 13.0% | ||
| Q3 24 | 5.8% | 13.8% | ||
| Q2 24 | 13.4% | 8.0% | ||
| Q1 24 | 17.8% | 4.0% |
每股收益（稀释后）AKAMRVTY
| Q4 25 | $0.57 | $0.86 | ||
| Q3 25 | $0.97 | $0.40 | ||
| Q2 25 | $0.71 | $0.46 | ||
| Q1 25 | $0.82 | $0.35 | ||
| Q4 24 | $0.92 | $0.77 | ||
| Q3 24 | $0.38 | $0.77 | ||
| Q2 24 | $0.86 | $0.45 | ||
| Q1 24 | $1.11 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $7.3B |
| 总资产 | $11.5B | $12.2B |
| 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AKAMRVTY
| Q4 25 | $1.2B | $919.9M | ||
| Q3 25 | $1.1B | $931.4M | ||
| Q2 25 | $966.6M | $991.8M | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.7B | $1.2B | ||
| Q2 24 | $1.6B | $2.0B | ||
| Q1 24 | $1.7B | $1.7B |
股东权益AKAMRVTY
| Q4 25 | $5.0B | $7.3B | ||
| Q3 25 | $4.7B | $7.4B | ||
| Q2 25 | $4.5B | $7.6B | ||
| Q1 25 | $4.6B | $7.6B | ||
| Q4 24 | $4.9B | $7.7B | ||
| Q3 24 | $4.8B | $7.9B | ||
| Q2 24 | $4.8B | $7.9B | ||
| Q1 24 | $4.6B | $7.8B |
总资产AKAMRVTY
| Q4 25 | $11.5B | $12.2B | ||
| Q3 25 | $10.8B | $12.1B | ||
| Q2 25 | $10.5B | $12.4B | ||
| Q1 25 | $10.0B | $12.4B | ||
| Q4 24 | $10.4B | $12.4B | ||
| Q3 24 | $10.2B | $12.8B | ||
| Q2 24 | $10.1B | $13.4B | ||
| Q1 24 | $9.9B | $13.4B |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $161.8M |
| 自由现金流率自由现金流/营收 | 21.5% | 21.0% |
| 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× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $1.0B | $509.4M |
8季度趋势，按日历期对齐
经营现金流AKAMRVTY
| Q4 25 | $366.6M | $182.0M | ||
| Q3 25 | $441.8M | $138.5M | ||
| Q2 25 | $459.1M | $134.3M | ||
| Q1 25 | $251.2M | $128.2M | ||
| Q4 24 | $343.8M | $174.2M | ||
| Q3 24 | $392.5M | $147.9M | ||
| Q2 24 | $431.0M | $158.6M | ||
| Q1 24 | $351.9M | $147.6M |
自由现金流AKAMRVTY
| Q4 25 | $234.9M | $161.8M | ||
| Q3 25 | $329.1M | $120.0M | ||
| Q2 25 | $313.6M | $115.5M | ||
| Q1 25 | $133.4M | $112.2M | ||
| Q4 24 | $250.9M | $149.8M | ||
| Q3 24 | $279.7M | $125.6M | ||
| Q2 24 | $340.0M | $136.6M | ||
| Q1 24 | $258.1M | $129.7M |
自由现金流率AKAMRVTY
| Q4 25 | 21.5% | 21.0% | ||
| Q3 25 | 31.2% | 17.2% | ||
| Q2 25 | 30.1% | 16.0% | ||
| Q1 25 | 13.1% | 16.9% | ||
| Q4 24 | 24.6% | 20.5% | ||
| Q3 24 | 27.8% | 18.4% | ||
| Q2 24 | 34.7% | 19.7% | ||
| Q1 24 | 26.2% | 20.0% |
资本支出强度AKAMRVTY
| Q4 25 | 12.0% | 2.6% | ||
| Q3 25 | 10.7% | 2.6% | ||
| Q2 25 | 13.9% | 2.6% | ||
| Q1 25 | 11.6% | 2.4% | ||
| Q4 24 | 9.1% | 3.4% | ||
| Q3 24 | 11.2% | 3.3% | ||
| Q2 24 | 9.3% | 3.2% | ||
| Q1 24 | 9.5% | 2.7% |
现金转化率AKAMRVTY
| Q4 25 | 4.31× | 1.85× | ||
| Q3 25 | 3.15× | 2.97× | ||
| Q2 25 | 4.43× | 2.49× | ||
| Q1 25 | 2.04× | 3.03× | ||
| Q4 24 | 2.46× | 1.84× | ||
| Q3 24 | 6.78× | 1.57× | ||
| Q2 24 | 3.27× | 2.87× | ||
| Q1 24 | 2.01× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
