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阿卡迈（AKAM）与STEWART INFORMATION SERVICES CORP（STC）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STEWART INFORMATION SERVICES CORP的1.4倍（$1.1B vs $764.6M），阿卡迈净利率更高（7.8% vs 2.2%，领先5.5%），STEWART INFORMATION SERVICES CORP同比增速更快（27.7% vs 7.4%），过去两年STEWART INFORMATION SERVICES CORP的营收复合增速更高（12.7% 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。
斯图尔特信息服务公司（STC）是一家主营房地产信息、产权保险及交易管理服务的企业，旗下全资子公司斯图尔特产权担保公司、斯图尔特产权公司通过直营网点、斯图尔特可信供应商网络内的独立代理机构及合作企业，为美国及全球市场提供相关产品与服务，总部位于得克萨斯州休斯敦，现有员工约6350人。
AKAM vs STC — 直观对比
营收规模更大
AKAM
是对方的1.4倍
$764.6M
营收增速更快
STC
高出20.3%
7.4%
净利率更高
AKAM
高出5.5%
2.2%
两年增速更快
STC
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $764.6M |
| 净利润 | $85.1M | $17.0M |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | — |
| 净利率 | 7.8% | 2.2% |
| 营收同比 | 7.4% | 27.7% |
| 净利润同比 | -39.2% | 448.4% |
| 每股收益（稀释后） | $0.57 | — |
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AKAMSTC
| Q1 26 | — | $764.6M | ||
| Q4 25 | $1.1B | $790.6M | ||
| Q3 25 | $1.1B | $796.9M | ||
| Q2 25 | $1.0B | $722.2M | ||
| Q1 25 | $1.0B | $612.0M | ||
| Q4 24 | $1.0B | $665.9M | ||
| Q3 24 | $1.0B | $667.9M | ||
| Q2 24 | $979.6M | $602.2M |
净利润AKAMSTC
| Q1 26 | — | $17.0M | ||
| Q4 25 | $85.1M | $36.3M | ||
| Q3 25 | $140.2M | $44.3M | ||
| Q2 25 | $103.6M | $31.9M | ||
| Q1 25 | $123.2M | $3.1M | ||
| Q4 24 | $139.9M | $22.7M | ||
| Q3 24 | $57.9M | $30.1M | ||
| Q2 24 | $131.7M | $17.3M |
毛利率AKAMSTC
| Q1 26 | — | — | ||
| 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% | — |
营业利润率AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | 8.7% | 6.5% | ||
| Q3 25 | 15.7% | 7.7% | ||
| Q2 25 | 14.5% | 6.5% | ||
| Q1 25 | 15.2% | 1.0% | ||
| Q4 24 | 14.5% | 5.3% | ||
| Q3 24 | 7.0% | 6.4% | ||
| Q2 24 | 15.1% | 4.8% |
净利率AKAMSTC
| Q1 26 | — | 2.2% | ||
| Q4 25 | 7.8% | 4.6% | ||
| Q3 25 | 13.3% | 5.6% | ||
| Q2 25 | 9.9% | 4.4% | ||
| Q1 25 | 12.1% | 0.5% | ||
| Q4 24 | 13.7% | 3.4% | ||
| Q3 24 | 5.8% | 4.5% | ||
| Q2 24 | 13.4% | 2.9% |
每股收益（稀释后）AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | $0.57 | $1.26 | ||
| Q3 25 | $0.97 | $1.55 | ||
| Q2 25 | $0.71 | $1.13 | ||
| Q1 25 | $0.82 | $0.11 | ||
| Q4 24 | $0.92 | $0.81 | ||
| Q3 24 | $0.38 | $1.07 | ||
| Q2 24 | $0.86 | $0.62 |
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 | $317.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | — |
| 总资产 | $11.5B | — |
| 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AKAMSTC
| Q1 26 | — | $317.5M | ||
| Q4 25 | $1.2B | $369.7M | ||
| Q3 25 | $1.1B | $233.2M | ||
| Q2 25 | $966.6M | $223.8M | ||
| Q1 25 | $1.3B | $194.2M | ||
| Q4 24 | $1.6B | $257.5M | ||
| Q3 24 | $1.7B | $228.7M | ||
| Q2 24 | $1.6B | $176.7M |
总债务AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $445.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $1.6B | ||
| Q3 25 | $4.7B | $1.5B | ||
| Q2 25 | $4.5B | $1.4B | ||
| Q1 25 | $4.6B | $1.4B | ||
| Q4 24 | $4.9B | $1.4B | ||
| Q3 24 | $4.8B | $1.4B | ||
| Q2 24 | $4.8B | $1.4B |
总资产AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | $11.5B | $3.3B | ||
| Q3 25 | $10.8B | $2.8B | ||
| Q2 25 | $10.5B | $2.8B | ||
| Q1 25 | $10.0B | $2.7B | ||
| Q4 24 | $10.4B | $2.7B | ||
| Q3 24 | $10.2B | $2.7B | ||
| Q2 24 | $10.1B | $2.6B |
负债/权益比AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.32× | ||
| 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 | — |
| 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× | — |
| 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AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | $366.6M | $89.5M | ||
| Q3 25 | $441.8M | $92.6M | ||
| Q2 25 | $459.1M | $53.4M | ||
| Q1 25 | $251.2M | $-29.9M | ||
| Q4 24 | $343.8M | $68.0M | ||
| Q3 24 | $392.5M | $76.1M | ||
| Q2 24 | $431.0M | $21.1M |
自由现金流AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | $234.9M | $62.3M | ||
| Q3 25 | $329.1M | $73.6M | ||
| Q2 25 | $313.6M | $38.7M | ||
| Q1 25 | $133.4M | $-42.2M | ||
| Q4 24 | $250.9M | $55.6M | ||
| Q3 24 | $279.7M | $67.4M | ||
| Q2 24 | $340.0M | $11.9M |
自由现金流率AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | 21.5% | 7.9% | ||
| Q3 25 | 31.2% | 9.2% | ||
| Q2 25 | 30.1% | 5.4% | ||
| Q1 25 | 13.1% | -6.9% | ||
| Q4 24 | 24.6% | 8.4% | ||
| Q3 24 | 27.8% | 10.1% | ||
| Q2 24 | 34.7% | 2.0% |
资本支出强度AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 3.4% | ||
| Q3 25 | 10.7% | 2.4% | ||
| Q2 25 | 13.9% | 2.0% | ||
| Q1 25 | 11.6% | 2.0% | ||
| Q4 24 | 9.1% | 1.9% | ||
| Q3 24 | 11.2% | 1.3% | ||
| Q2 24 | 9.3% | 1.5% |
现金转化率AKAMSTC
| Q1 26 | — | — | ||
| Q4 25 | 4.31× | 2.47× | ||
| Q3 25 | 3.15× | 2.09× | ||
| Q2 25 | 4.43× | 1.67× | ||
| Q1 25 | 2.04× | -9.73× | ||
| Q4 24 | 2.46× | 2.99× | ||
| Q3 24 | 6.78× | 2.53× | ||
| Q2 24 | 3.27× | 1.22× |
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% |
STC
| Agency title | $333.0M | 44% |
| Direct title | $270.2M | 35% |
| Real estate solutions | $161.4M | 21% |
