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阿卡迈（AKAM）与TRINET GROUP, INC.（TNET）财务数据对比。点击上方公司名可切换其他公司
TRINET GROUP, INC.的季度营收约是阿卡迈的1.1倍（$1.2B vs $1.1B），阿卡迈同比增速更快（7.4% vs -2.2%），阿卡迈自由现金流更多（$234.9M vs $43.0M），过去两年阿卡迈的营收复合增速更高（5.3% vs -0.6%）
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。
TriNet Group, Inc.是一家面向中小企业的专业雇主组织，总部位于加州都柏林，服务员工规模在3至2500人之间的各类机构。可提供薪资管理、健康福利管理服务，还能为客户提供劳动法规合规、风险降低相关咨询，可作为外包人力资源部门为企业分担人事相关事务。
AKAM vs TNET — 直观对比
营收规模更大
TNET
是对方的1.1倍
$1.1B
营收增速更快
AKAM
高出9.5%
-2.2%
自由现金流更多
AKAM
多$191.9M
$43.0M
两年增速更快
AKAM
近两年复合增速
-0.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.2B |
| 净利润 | $85.1M | — |
| 毛利率 | 58.7% | — |
| 营业利润率 | 8.7% | 0.1% |
| 净利率 | 7.8% | — |
| 营收同比 | 7.4% | -2.2% |
| 净利润同比 | -39.2% | — |
| 每股收益（稀释后） | $0.57 | $0.02 |
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AKAMTNET
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $1.0B | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $979.6M | $1.2B | ||
| Q1 24 | $987.0M | $1.3B |
净利润AKAMTNET
| Q4 25 | $85.1M | — | ||
| Q3 25 | $140.2M | $34.0M | ||
| Q2 25 | $103.6M | $37.0M | ||
| Q1 25 | $123.2M | $85.0M | ||
| Q4 24 | $139.9M | — | ||
| Q3 24 | $57.9M | $45.0M | ||
| Q2 24 | $131.7M | $60.0M | ||
| Q1 24 | $175.4M | $91.0M |
毛利率AKAMTNET
| 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AKAMTNET
| Q4 25 | 8.7% | 0.1% | ||
| Q3 25 | 15.7% | 4.1% | ||
| Q2 25 | 14.5% | 4.1% | ||
| Q1 25 | 15.2% | 8.9% | ||
| Q4 24 | 14.5% | -2.9% | ||
| Q3 24 | 7.0% | 4.7% | ||
| Q2 24 | 15.1% | 6.5% | ||
| Q1 24 | 16.9% | 9.7% |
净利率AKAMTNET
| Q4 25 | 7.8% | — | ||
| Q3 25 | 13.3% | 2.8% | ||
| Q2 25 | 9.9% | 3.0% | ||
| Q1 25 | 12.1% | 6.6% | ||
| Q4 24 | 13.7% | — | ||
| Q3 24 | 5.8% | 3.6% | ||
| Q2 24 | 13.4% | 4.9% | ||
| Q1 24 | 17.8% | 7.2% |
每股收益（稀释后）AKAMTNET
| Q4 25 | $0.57 | $0.02 | ||
| Q3 25 | $0.97 | $0.70 | ||
| Q2 25 | $0.71 | $0.77 | ||
| Q1 25 | $0.82 | $1.71 | ||
| Q4 24 | $0.92 | $-0.44 | ||
| Q3 24 | $0.38 | $0.89 | ||
| Q2 24 | $0.86 | $1.20 | ||
| Q1 24 | $1.11 | $1.78 |
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 | $287.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.0B | $54.0M |
| 总资产 | $11.5B | $3.8B |
| 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AKAMTNET
| Q4 25 | $1.2B | $287.0M | ||
| Q3 25 | $1.1B | $321.0M | ||
| Q2 25 | $966.6M | $407.0M | ||
| Q1 25 | $1.3B | $349.0M | ||
| Q4 24 | $1.6B | $360.0M | ||
| Q3 24 | $1.7B | $301.0M | ||
| Q2 24 | $1.6B | $249.0M | ||
| Q1 24 | $1.7B | $383.0M |
股东权益AKAMTNET
| Q4 25 | $5.0B | $54.0M | ||
| Q3 25 | $4.7B | $110.0M | ||
| Q2 25 | $4.5B | $107.0M | ||
| Q1 25 | $4.6B | $63.0M | ||
| Q4 24 | $4.9B | $69.0M | ||
| Q3 24 | $4.8B | $129.0M | ||
| Q2 24 | $4.8B | $100.0M | ||
| Q1 24 | $4.6B | $143.0M |
总资产AKAMTNET
| Q4 25 | $11.5B | $3.8B | ||
| Q3 25 | $10.8B | $3.4B | ||
| Q2 25 | $10.5B | $3.7B | ||
| Q1 25 | $10.0B | $3.8B | ||
| Q4 24 | $10.4B | $4.1B | ||
| Q3 24 | $10.2B | $3.7B | ||
| Q2 24 | $10.1B | $3.7B | ||
| Q1 24 | $9.9B | $4.0B |
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 | $61.0M |
| 自由现金流经营现金流 - 资本支出 | $234.9M | $43.0M |
| 自由现金流率自由现金流/营收 | 21.5% | 3.4% |
| 资本支出强度资本支出/营收 | 12.0% | 1.4% |
| 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 | $234.0M |
8季度趋势，按日历期对齐
经营现金流AKAMTNET
| Q4 25 | $366.6M | $61.0M | ||
| Q3 25 | $441.8M | $72.0M | ||
| Q2 25 | $459.1M | $75.0M | ||
| Q1 25 | $251.2M | $95.0M | ||
| Q4 24 | $343.8M | $65.0M | ||
| Q3 24 | $392.5M | $84.0M | ||
| Q2 24 | $431.0M | $39.0M | ||
| Q1 24 | $351.9M | $91.0M |
自由现金流AKAMTNET
| Q4 25 | $234.9M | $43.0M | ||
| Q3 25 | $329.1M | $55.0M | ||
| Q2 25 | $313.6M | $57.0M | ||
| Q1 25 | $133.4M | $79.0M | ||
| Q4 24 | $250.9M | $47.0M | ||
| Q3 24 | $279.7M | $59.0M | ||
| Q2 24 | $340.0M | $22.0M | ||
| Q1 24 | $258.1M | $73.0M |
自由现金流率AKAMTNET
| Q4 25 | 21.5% | 3.4% | ||
| Q3 25 | 31.2% | 4.5% | ||
| Q2 25 | 30.1% | 4.6% | ||
| Q1 25 | 13.1% | 6.1% | ||
| Q4 24 | 24.6% | 3.7% | ||
| Q3 24 | 27.8% | 4.8% | ||
| Q2 24 | 34.7% | 1.8% | ||
| Q1 24 | 26.2% | 5.8% |
资本支出强度AKAMTNET
| Q4 25 | 12.0% | 1.4% | ||
| Q3 25 | 10.7% | 1.4% | ||
| Q2 25 | 13.9% | 1.5% | ||
| Q1 25 | 11.6% | 1.2% | ||
| Q4 24 | 9.1% | 1.4% | ||
| Q3 24 | 11.2% | 2.0% | ||
| Q2 24 | 9.3% | 1.4% | ||
| Q1 24 | 9.5% | 1.4% |
现金转化率AKAMTNET
| Q4 25 | 4.31× | — | ||
| Q3 25 | 3.15× | 2.12× | ||
| Q2 25 | 4.43× | 2.03× | ||
| Q1 25 | 2.04× | 1.12× | ||
| Q4 24 | 2.46× | — | ||
| Q3 24 | 6.78× | 1.87× | ||
| Q2 24 | 3.27× | 0.65× | ||
| Q1 24 | 2.01× | 1.00× |
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% |
TNET
| Insurance Services | $1.1B | 85% |
| Professional Services | $169.0M | 14% |
