vs
阿卡迈（AKAM）与null（TISI）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null的4.9倍（$1.1B vs $224.8M）。阿卡迈净利率更高（7.8% vs -1.7%，领先9.5%）。阿卡迈同比增速更快（7.4% vs 5.4%）。阿卡迈自由现金流更多（$234.9M vs $14.6M）。过去两年null的营收复合增速更高（6.1% 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。
TeamViewer SE是一家总部位于德国哥平根的国际科技企业，核心产品是同名的TeamViewer远程访问与支持软件。借助该软件，用户可对电脑、机器及各类设备实现远程连接、监控与控制，目前已广泛应用于多个行业，可助力实现产业价值链流程的数字化。
AKAM vs TISI — 直观对比
营收规模更大
AKAM
是对方的4.9倍
$224.8M
营收增速更快
AKAM
高出1.9%
5.4%
净利率更高
AKAM
高出9.5%
-1.7%
自由现金流更多
AKAM
多$220.3M
$14.6M
两年增速更快
TISI
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $224.8M |
| 净利润 | $85.1M | $-3.8M |
| 毛利率 | 58.7% | 25.9% |
| 营业利润率 | 8.7% | 2.9% |
| 净利率 | 7.8% | -1.7% |
| 营收同比 | 7.4% | 5.4% |
| 净利润同比 | -39.2% | 47.4% |
| 每股收益（稀释后） | $0.57 | $-1.46 |
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AKAMTISI
| Q4 25 | $1.1B | $224.8M | ||
| Q3 25 | $1.1B | $225.0M | ||
| Q2 25 | $1.0B | $248.0M | ||
| Q1 25 | $1.0B | $198.7M | ||
| Q4 24 | $1.0B | $213.3M | ||
| Q3 24 | $1.0B | $210.8M | ||
| Q2 24 | $979.6M | $228.6M | ||
| Q1 24 | $987.0M | $199.6M |
净利润AKAMTISI
| Q4 25 | $85.1M | $-3.8M | ||
| Q3 25 | $140.2M | $-11.4M | ||
| Q2 25 | $103.6M | $-4.3M | ||
| Q1 25 | $123.2M | $-29.7M | ||
| Q4 24 | $139.9M | $-7.2M | ||
| Q3 24 | $57.9M | $-11.1M | ||
| Q2 24 | $131.7M | $-2.8M | ||
| Q1 24 | $175.4M | $-17.2M |
毛利率AKAMTISI
| Q4 25 | 58.7% | 25.9% | ||
| Q3 25 | 59.3% | 25.8% | ||
| Q2 25 | 59.1% | 27.5% | ||
| Q1 25 | 58.7% | 23.8% | ||
| Q4 24 | 59.4% | 26.9% | ||
| Q3 24 | 59.3% | 25.4% | ||
| Q2 24 | 58.9% | 27.8% | ||
| Q1 24 | 60.0% | 24.4% |
营业利润率AKAMTISI
| Q4 25 | 8.7% | 2.9% | ||
| Q3 25 | 15.7% | 0.6% | ||
| Q2 25 | 14.5% | 4.9% | ||
| Q1 25 | 15.2% | -3.0% | ||
| Q4 24 | 14.5% | 1.0% | ||
| Q3 24 | 7.0% | 1.5% | ||
| Q2 24 | 15.1% | 4.9% | ||
| Q1 24 | 16.9% | -3.2% |
净利率AKAMTISI
| Q4 25 | 7.8% | -1.7% | ||
| Q3 25 | 13.3% | -5.1% | ||
| Q2 25 | 9.9% | -1.7% | ||
| Q1 25 | 12.1% | -15.0% | ||
| Q4 24 | 13.7% | -3.4% | ||
| Q3 24 | 5.8% | -5.3% | ||
| Q2 24 | 13.4% | -1.2% | ||
| Q1 24 | 17.8% | -8.6% |
每股收益（稀释后）AKAMTISI
| Q4 25 | $0.57 | $-1.46 | ||
| Q3 25 | $0.97 | $-2.68 | ||
| Q2 25 | $0.71 | $-0.95 | ||
| Q1 25 | $0.82 | $-6.61 | ||
| Q4 24 | $0.92 | $-1.60 | ||
| Q3 24 | $0.38 | $-2.52 | ||
| Q2 24 | $0.86 | $-0.63 | ||
| Q1 24 | $1.11 | $-3.89 |
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 | $18.1M |
| 总债务越低越好 | — | $293.3M |
| 股东权益账面价值 | $5.0B | $-24.5M |
| 总资产 | $11.5B | $485.5M |
| 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AKAMTISI
| Q4 25 | $1.2B | $18.1M | ||
| Q3 25 | $1.1B | $14.8M | ||
| Q2 25 | $966.6M | $20.7M | ||
| Q1 25 | $1.3B | $16.8M | ||
| Q4 24 | $1.6B | $35.5M | ||
| Q3 24 | $1.7B | $19.1M | ||
| Q2 24 | $1.6B | $22.5M | ||
| Q1 24 | $1.7B | $24.2M |
总债务AKAMTISI
| Q4 25 | — | $293.3M | ||
| Q3 25 | — | $298.8M | ||
| Q2 25 | — | $366.4M | ||
| Q1 25 | — | $349.8M | ||
| Q4 24 | — | $318.6M | ||
| Q3 24 | — | $314.2M | ||
| Q2 24 | — | $313.0M | ||
| Q1 24 | — | $300.0M |
股东权益AKAMTISI
| Q4 25 | $5.0B | $-24.5M | ||
| Q3 25 | $4.7B | $-17.7M | ||
| Q2 25 | $4.5B | $-22.9M | ||
| Q1 25 | $4.6B | $-26.0M | ||
| Q4 24 | $4.9B | $1.7M | ||
| Q3 24 | $4.8B | $17.9M | ||
| Q2 24 | $4.8B | $23.9M | ||
| Q1 24 | $4.6B | $26.3M |
总资产AKAMTISI
| Q4 25 | $11.5B | $485.5M | ||
| Q3 25 | $10.8B | $531.0M | ||
| Q2 25 | $10.5B | $548.4M | ||
| Q1 25 | $10.0B | $515.2M | ||
| Q4 24 | $10.4B | $528.4M | ||
| Q3 24 | $10.2B | $545.4M | ||
| Q2 24 | $10.1B | $549.6M | ||
| Q1 24 | $9.9B | $535.5M |
负债/权益比AKAMTISI
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 183.33× | ||
| Q3 24 | — | 17.55× | ||
| Q2 24 | — | 13.11× | ||
| Q1 24 | — | 11.41× |
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 | $16.8M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $14.6M |
| 自由现金流率自由现金流/营收 | 21.5% | 6.5% |
| 资本支出强度资本支出/营收 | 12.0% | 0.9% |
| 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 | $-20.6M |
8季度趋势，按日历期对齐
经营现金流AKAMTISI
| Q4 25 | $366.6M | $16.8M | ||
| Q3 25 | $441.8M | $3.9M | ||
| Q2 25 | $459.1M | $-3.3M | ||
| Q1 25 | $251.2M | $-28.7M | ||
| Q4 24 | $343.8M | $21.6M | ||
| Q3 24 | $392.5M | $5.6M | ||
| Q2 24 | $431.0M | $-6.4M | ||
| Q1 24 | $351.9M | $1.9M |
自由现金流AKAMTISI
| Q4 25 | $234.9M | $14.6M | ||
| Q3 25 | $329.1M | $1.0M | ||
| Q2 25 | $313.6M | $-6.3M | ||
| Q1 25 | $133.4M | $-30.1M | ||
| Q4 24 | $250.9M | $19.6M | ||
| Q3 24 | $279.7M | $3.9M | ||
| Q2 24 | $340.0M | $-9.1M | ||
| Q1 24 | $258.1M | $-1.1M |
自由现金流率AKAMTISI
| Q4 25 | 21.5% | 6.5% | ||
| Q3 25 | 31.2% | 0.5% | ||
| Q2 25 | 30.1% | -2.5% | ||
| Q1 25 | 13.1% | -15.1% | ||
| Q4 24 | 24.6% | 9.2% | ||
| Q3 24 | 27.8% | 1.9% | ||
| Q2 24 | 34.7% | -4.0% | ||
| Q1 24 | 26.2% | -0.6% |
资本支出强度AKAMTISI
| Q4 25 | 12.0% | 0.9% | ||
| Q3 25 | 10.7% | 1.3% | ||
| Q2 25 | 13.9% | 1.2% | ||
| Q1 25 | 11.6% | 0.7% | ||
| Q4 24 | 9.1% | 0.9% | ||
| Q3 24 | 11.2% | 0.8% | ||
| Q2 24 | 9.3% | 1.2% | ||
| Q1 24 | 9.5% | 1.5% |
现金转化率AKAMTISI
| 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% |
TISI
| Repairand Maintenance Services | $114.8M | 51% |
| Non Destructive Evaluation And Testing Services | $84.9M | 38% |
| Heat Treating | $14.2M | 6% |
| Other Services | $9.3M | 4% |
