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ProFrac Holding Corp.（ACDC）与Enact Holdings, Inc.（ACT）财务数据对比。点击上方公司名可切换其他公司
ProFrac Holding Corp.的季度营收约是Enact Holdings, Inc.的1.4倍（$436.5M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs -33.2%，领先87.0%），Enact Holdings, Inc.同比增速更快（1.7% vs -4.0%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -13.4%）
ProFrac Holding Corp.是一家领先的北美能源服务企业，主要为油气勘探开采企业提供水力压裂、完井及相关配套服务，核心客户覆盖美国、加拿大主要陆上页岩及常规油气产区的上游运营商。
Enact Holdings, Inc.是美国领先的私人抵押贷款保险服务商，为银行、信用社等各类住宅抵押贷款机构提供风险缓释解决方案，帮助首付较低的购房者获得可负担的住房贷款，助力更多美国普通消费者实现安居需求。
ACDC vs ACT — 直观对比
营收规模更大
ACDC
是对方的1.4倍
$312.1M
营收增速更快
ACT
高出5.7%
-4.0%
净利率更高
ACT
高出87.0%
-33.2%
两年增速更快
ACT
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $436.5M | $312.1M |
| 净利润 | $-144.7M | $168.0M |
| 毛利率 | — | — |
| 营业利润率 | -24.9% | — |
| 净利率 | -33.2% | 53.8% |
| 营收同比 | -4.0% | 1.7% |
| 净利润同比 | -37.8% | 1.2% |
| 每股收益（稀释后） | $-0.83 | $1.18 |
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ACDCACT
| Q1 26 | — | $312.1M | ||
| Q4 25 | $436.5M | $312.7M | ||
| Q3 25 | $403.1M | $311.5M | ||
| Q2 25 | $501.9M | $304.9M | ||
| Q1 25 | $600.3M | $306.8M | ||
| Q4 24 | $454.7M | $301.8M | ||
| Q3 24 | $575.3M | $309.6M | ||
| Q2 24 | $579.4M | $298.8M |
净利润ACDCACT
| Q1 26 | — | $168.0M | ||
| Q4 25 | $-144.7M | — | ||
| Q3 25 | $-100.9M | — | ||
| Q2 25 | $-105.9M | — | ||
| Q1 25 | $-17.5M | — | ||
| Q4 24 | $-105.0M | — | ||
| Q3 24 | $-45.2M | — | ||
| Q2 24 | $-66.7M | — |
营业利润率ACDCACT
| Q1 26 | — | — | ||
| Q4 25 | -24.9% | 71.3% | ||
| Q3 25 | -19.5% | 67.4% | ||
| Q2 25 | -10.8% | 70.4% | ||
| Q1 25 | 2.7% | 68.9% | ||
| Q4 24 | -10.3% | 68.9% | ||
| Q3 24 | -0.7% | 74.1% | ||
| Q2 24 | -8.5% | 78.6% |
净利率ACDCACT
| Q1 26 | — | 53.8% | ||
| Q4 25 | -33.2% | — | ||
| Q3 25 | -25.0% | — | ||
| Q2 25 | -21.1% | — | ||
| Q1 25 | -2.9% | — | ||
| Q4 24 | -23.1% | — | ||
| Q3 24 | -7.9% | — | ||
| Q2 24 | -11.5% | — |
每股收益（稀释后）ACDCACT
| Q1 26 | — | $1.18 | ||
| Q4 25 | $-0.83 | $1.23 | ||
| Q3 25 | $-0.60 | $1.10 | ||
| Q2 25 | $-0.67 | $1.11 | ||
| Q1 25 | $-0.12 | $1.08 | ||
| Q4 24 | $-0.67 | $1.05 | ||
| Q3 24 | $-0.29 | $1.15 | ||
| Q2 24 | $-0.42 | $1.16 |
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 | $22.9M | $549.0M |
| 总债务越低越好 | $832.7M | $744.9M |
| 股东权益账面价值 | $717.5M | $5.3B |
| 总资产 | $2.6B | $7.0B |
| 负债/权益比越低杠杆越低 | 1.16× | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资ACDCACT
| Q1 26 | — | $549.0M | ||
| Q4 25 | $22.9M | $582.5M | ||
| Q3 25 | $58.0M | $545.6M | ||
| Q2 25 | $26.0M | $616.0M | ||
| Q1 25 | $16.0M | $639.0M | ||
| Q4 24 | $14.8M | $602.8M | ||
| Q3 24 | $25.5M | $674.9M | ||
| Q2 24 | $24.0M | $711.3M |
总债务ACDCACT
| Q1 26 | — | $744.9M | ||
| Q4 25 | $832.7M | $744.5M | ||
| Q3 25 | $907.0M | $744.1M | ||
| Q2 25 | $941.9M | $743.8M | ||
| Q1 25 | $967.9M | $743.4M | ||
| Q4 24 | $936.1M | $743.0M | ||
| Q3 24 | $986.7M | $742.7M | ||
| Q2 24 | $1.0B | $742.4M |
股东权益ACDCACT
| Q1 26 | — | $5.3B | ||
| Q4 25 | $717.5M | $5.4B | ||
| Q3 25 | $862.0M | $5.3B | ||
| Q2 25 | $875.5M | $5.2B | ||
| Q1 25 | $988.1M | $5.1B | ||
| Q4 24 | $1.0B | $5.0B | ||
| Q3 24 | $1.1B | $5.0B | ||
| Q2 24 | $1.1B | $4.8B |
总资产ACDCACT
| Q1 26 | — | $7.0B | ||
| Q4 25 | $2.6B | $6.9B | ||
| Q3 25 | $2.7B | $6.9B | ||
| Q2 25 | $2.8B | $6.8B | ||
| Q1 25 | $3.0B | $6.7B | ||
| Q4 24 | $3.0B | $6.5B | ||
| Q3 24 | $3.1B | $6.6B | ||
| Q2 24 | $3.2B | $6.3B |
负债/权益比ACDCACT
| Q1 26 | — | 0.14× | ||
| Q4 25 | 1.16× | 0.14× | ||
| Q3 25 | 1.05× | 0.14× | ||
| Q2 25 | 1.08× | 0.14× | ||
| Q1 25 | 0.98× | 0.15× | ||
| Q4 24 | 0.93× | 0.15× | ||
| Q3 24 | 0.90× | 0.15× | ||
| Q2 24 | 0.88× | 0.15× |
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 | $49.5M | — |
| 自由现金流经营现金流 - 资本支出 | $12.9M | — |
| 自由现金流率自由现金流/营收 | 3.0% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $19.6M | — |
8季度趋势，按日历期对齐
经营现金流ACDCACT
| Q1 26 | — | — | ||
| Q4 25 | $49.5M | $724.5M | ||
| Q3 25 | $900.0K | $192.0M | ||
| Q2 25 | $100.4M | $119.5M | ||
| Q1 25 | $38.7M | $226.7M | ||
| Q4 24 | $76.5M | $686.3M | ||
| Q3 24 | $98.2M | $188.1M | ||
| Q2 24 | $113.5M | $144.7M |
自由现金流ACDCACT
| Q1 26 | — | — | ||
| Q4 25 | $12.9M | — | ||
| Q3 25 | $-33.4M | — | ||
| Q2 25 | $53.9M | — | ||
| Q1 25 | $-13.8M | — | ||
| Q4 24 | $13.3M | — | ||
| Q3 24 | $28.2M | — | ||
| Q2 24 | $51.6M | — |
自由现金流率ACDCACT
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | -8.3% | — | ||
| Q2 25 | 10.7% | — | ||
| Q1 25 | -2.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 8.9% | — |
资本支出强度ACDCACT
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | 13.9% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 10.7% | — |
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
ACDC
| Services | $385.6M | 88% |
| Products | $50.9M | 12% |
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
