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阿卡迈（AKAM）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是阿卡迈的1.3倍（$1.5B vs $1.1B），阿卡迈净利率更高（7.8% vs -3.1%，领先10.9%），阿卡迈同比增速更快（7.4% vs -11.9%），阿卡迈自由现金流更多（$234.9M vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
AKAM vs RXO — 直观对比
营收规模更大
RXO
是对方的1.3倍
$1.1B
营收增速更快
AKAM
高出19.2%
-11.9%
净利率更高
AKAM
高出10.9%
-3.1%
自由现金流更多
AKAM
多$243.9M
$-9.0M
两年增速更快
RXO
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.5B |
| 净利润 | $85.1M | $-46.0M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | -2.9% |
| 净利率 | 7.8% | -3.1% |
| 营收同比 | 7.4% | -11.9% |
| 净利润同比 | -39.2% | -84.0% |
| 每股收益（稀释后） | $0.57 | $-0.28 |
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AKAMRXO
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.1B | $1.4B | ||
| Q2 25 | $1.0B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $979.6M | $930.0M | ||
| Q1 24 | $987.0M | $913.0M |
净利润AKAMRXO
| Q4 25 | $85.1M | $-46.0M | ||
| Q3 25 | $140.2M | $-14.0M | ||
| Q2 25 | $103.6M | $-9.0M | ||
| Q1 25 | $123.2M | $-31.0M | ||
| Q4 24 | $139.9M | $-25.0M | ||
| Q3 24 | $57.9M | $-243.0M | ||
| Q2 24 | $131.7M | $-7.0M | ||
| Q1 24 | $175.4M | $-15.0M |
毛利率AKAMRXO
| 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AKAMRXO
| Q4 25 | 8.7% | -2.9% | ||
| Q3 25 | 15.7% | -0.5% | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | 15.2% | -2.1% | ||
| Q4 24 | 14.5% | -1.4% | ||
| Q3 24 | 7.0% | -1.9% | ||
| Q2 24 | 15.1% | — | ||
| Q1 24 | 16.9% | -1.3% |
净利率AKAMRXO
| Q4 25 | 7.8% | -3.1% | ||
| Q3 25 | 13.3% | -1.0% | ||
| Q2 25 | 9.9% | -0.6% | ||
| Q1 25 | 12.1% | -2.2% | ||
| Q4 24 | 13.7% | -1.5% | ||
| Q3 24 | 5.8% | -23.4% | ||
| Q2 24 | 13.4% | -0.8% | ||
| Q1 24 | 17.8% | -1.6% |
每股收益（稀释后）AKAMRXO
| Q4 25 | $0.57 | $-0.28 | ||
| Q3 25 | $0.97 | $-0.08 | ||
| Q2 25 | $0.71 | $-0.05 | ||
| Q1 25 | $0.82 | $-0.18 | ||
| Q4 24 | $0.92 | $-0.17 | ||
| Q3 24 | $0.38 | $-1.81 | ||
| Q2 24 | $0.86 | $-0.06 | ||
| Q1 24 | $1.11 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $5.0B | $1.5B |
| 总资产 | $11.5B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AKAMRXO
| Q4 25 | $1.2B | $17.0M | ||
| Q3 25 | $1.1B | $25.0M | ||
| Q2 25 | $966.6M | $18.0M | ||
| Q1 25 | $1.3B | $16.0M | ||
| Q4 24 | $1.6B | $35.0M | ||
| Q3 24 | $1.7B | $55.0M | ||
| Q2 24 | $1.6B | $7.0M | ||
| Q1 24 | $1.7B | $7.0M |
总债务AKAMRXO
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
股东权益AKAMRXO
| Q4 25 | $5.0B | $1.5B | ||
| Q3 25 | $4.7B | $1.6B | ||
| Q2 25 | $4.5B | $1.6B | ||
| Q1 25 | $4.6B | $1.6B | ||
| Q4 24 | $4.9B | $1.6B | ||
| Q3 24 | $4.8B | $1.7B | ||
| Q2 24 | $4.8B | $579.0M | ||
| Q1 24 | $4.6B | $582.0M |
总资产AKAMRXO
| Q4 25 | $11.5B | $3.3B | ||
| Q3 25 | $10.8B | $3.2B | ||
| Q2 25 | $10.5B | $3.2B | ||
| Q1 25 | $10.0B | $3.3B | ||
| Q4 24 | $10.4B | $3.4B | ||
| Q3 24 | $10.2B | $3.4B | ||
| Q2 24 | $10.1B | $1.8B | ||
| Q1 24 | $9.9B | $1.8B |
负债/权益比AKAMRXO
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $-9.0M |
| 自由现金流率自由现金流/营收 | 21.5% | -0.6% |
| 资本支出强度资本支出/营收 | 12.0% | 1.1% |
| 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 | $-8.0M |
8季度趋势，按日历期对齐
经营现金流AKAMRXO
| Q4 25 | $366.6M | $7.0M | ||
| Q3 25 | $441.8M | $23.0M | ||
| Q2 25 | $459.1M | $23.0M | ||
| Q1 25 | $251.2M | $-2.0M | ||
| Q4 24 | $343.8M | $-7.0M | ||
| Q3 24 | $392.5M | $-7.0M | ||
| Q2 24 | $431.0M | $-5.0M | ||
| Q1 24 | $351.9M | $7.0M |
自由现金流AKAMRXO
| Q4 25 | $234.9M | $-9.0M | ||
| Q3 25 | $329.1M | $9.0M | ||
| Q2 25 | $313.6M | $9.0M | ||
| Q1 25 | $133.4M | $-17.0M | ||
| Q4 24 | $250.9M | $-19.0M | ||
| Q3 24 | $279.7M | $-18.0M | ||
| Q2 24 | $340.0M | $-16.0M | ||
| Q1 24 | $258.1M | $-4.0M |
自由现金流率AKAMRXO
| Q4 25 | 21.5% | -0.6% | ||
| Q3 25 | 31.2% | 0.6% | ||
| Q2 25 | 30.1% | 0.6% | ||
| Q1 25 | 13.1% | -1.2% | ||
| Q4 24 | 24.6% | -1.1% | ||
| Q3 24 | 27.8% | -1.7% | ||
| Q2 24 | 34.7% | -1.7% | ||
| Q1 24 | 26.2% | -0.4% |
资本支出强度AKAMRXO
| Q4 25 | 12.0% | 1.1% | ||
| Q3 25 | 10.7% | 1.0% | ||
| Q2 25 | 13.9% | 1.0% | ||
| Q1 25 | 11.6% | 1.0% | ||
| Q4 24 | 9.1% | 0.7% | ||
| Q3 24 | 11.2% | 1.1% | ||
| Q2 24 | 9.3% | 1.2% | ||
| Q1 24 | 9.5% | 1.2% |
现金转化率AKAMRXO
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 2.04× | — | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | — | ||
| Q2 24 | 3.27× | — | ||
| Q1 24 | 2.01× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
