vs
传奇娱乐（ACEL）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
传奇娱乐的季度营收约是Enact Holdings, Inc.的1.1倍（$351.6M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs 4.2%，领先49.7%），传奇娱乐同比增速更快（8.5% vs 1.7%），过去两年传奇娱乐的营收复合增速更高（6.6% vs 2.2%）
传奇娱乐是一家美国大众传媒与电影制作公司，总部位于加利福尼亚州伯班克，由托马斯·图尔于2000年创立。该公司长期与华纳兄弟影业、环球影业、索尼影视、派拉蒙影业等主流制片厂，以及网飞、葫芦等流媒体平台展开合作。
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。
ACEL vs ACT — 直观对比
营收规模更大
ACEL
是对方的1.1倍
$312.1M
营收增速更快
ACEL
高出6.8%
1.7%
净利率更高
ACT
高出49.7%
4.2%
两年增速更快
ACEL
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $351.6M | $312.1M |
| 净利润 | $14.7M | $168.0M |
| 毛利率 | — | — |
| 营业利润率 | 7.7% | — |
| 净利率 | 4.2% | 53.8% |
| 营收同比 | 8.5% | 1.7% |
| 净利润同比 | 0.3% | 1.2% |
| 每股收益（稀释后） | — | $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ACELACT
| Q1 26 | $351.6M | $312.1M | ||
| Q4 25 | $341.4M | $312.7M | ||
| Q3 25 | $329.7M | $311.5M | ||
| Q2 25 | $335.9M | $304.9M | ||
| Q1 25 | $323.9M | $306.8M | ||
| Q4 24 | $317.5M | $301.8M | ||
| Q3 24 | $302.2M | $309.6M | ||
| Q2 24 | $309.4M | $298.8M |
净利润ACELACT
| Q1 26 | $14.7M | $168.0M | ||
| Q4 25 | $16.2M | — | ||
| Q3 25 | $13.4M | — | ||
| Q2 25 | $7.3M | — | ||
| Q1 25 | $14.6M | — | ||
| Q4 24 | $8.4M | — | ||
| Q3 24 | $4.9M | — | ||
| Q2 24 | $14.6M | — |
营业利润率ACELACT
| Q1 26 | 7.7% | — | ||
| Q4 25 | 8.7% | 71.3% | ||
| Q3 25 | 7.7% | 67.4% | ||
| Q2 25 | 8.0% | 70.4% | ||
| Q1 25 | 8.0% | 68.9% | ||
| Q4 24 | 6.5% | 68.9% | ||
| Q3 24 | 7.2% | 74.1% | ||
| Q2 24 | 7.3% | 78.6% |
净利率ACELACT
| Q1 26 | 4.2% | 53.8% | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 4.5% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 4.7% | — |
每股收益（稀释后）ACELACT
| Q1 26 | — | $1.18 | ||
| Q4 25 | $0.19 | $1.23 | ||
| Q3 25 | $0.16 | $1.10 | ||
| Q2 25 | $0.08 | $1.11 | ||
| Q1 25 | $0.17 | $1.08 | ||
| Q4 24 | $0.09 | $1.05 | ||
| Q3 24 | $0.06 | $1.15 | ||
| Q2 24 | $0.17 | $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 | $274.1M | $549.0M |
| 总债务越低越好 | — | $744.9M |
| 股东权益账面价值 | $272.3M | $5.3B |
| 总资产 | $1.1B | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.14× |
8季度趋势，按日历期对齐
现金及短期投资ACELACT
| Q1 26 | $274.1M | $549.0M | ||
| Q4 25 | $296.6M | $582.5M | ||
| Q3 25 | $290.2M | $545.6M | ||
| Q2 25 | $264.6M | $616.0M | ||
| Q1 25 | $271.9M | $639.0M | ||
| Q4 24 | $281.3M | $602.8M | ||
| Q3 24 | $265.1M | $674.9M | ||
| Q2 24 | $254.9M | $711.3M |
总债务ACELACT
| Q1 26 | — | $744.9M | ||
| Q4 25 | $607.4M | $744.5M | ||
| Q3 25 | $595.4M | $744.1M | ||
| Q2 25 | $595.5M | $743.8M | ||
| Q1 25 | $580.7M | $743.4M | ||
| Q4 24 | $595.4M | $743.0M | ||
| Q3 24 | $554.1M | $742.7M | ||
| Q2 24 | $565.7M | $742.4M |
股东权益ACELACT
| Q1 26 | $272.3M | $5.3B | ||
| Q4 25 | $269.7M | $5.4B | ||
| Q3 25 | $267.1M | $5.3B | ||
| Q2 25 | $260.5M | $5.2B | ||
| Q1 25 | $259.1M | $5.1B | ||
| Q4 24 | $255.0M | $5.0B | ||
| Q3 24 | $206.7M | $5.0B | ||
| Q2 24 | $209.1M | $4.8B |
总资产ACELACT
| Q1 26 | $1.1B | $7.0B | ||
| Q4 25 | $1.1B | $6.9B | ||
| Q3 25 | $1.1B | $6.9B | ||
| Q2 25 | $1.1B | $6.8B | ||
| Q1 25 | $1.0B | $6.7B | ||
| Q4 24 | $1.0B | $6.5B | ||
| Q3 24 | $950.2M | $6.6B | ||
| Q2 24 | $950.3M | $6.3B |
负债/权益比ACELACT
| Q1 26 | — | 0.14× | ||
| Q4 25 | 2.25× | 0.14× | ||
| Q3 25 | 2.23× | 0.14× | ||
| Q2 25 | 2.29× | 0.14× | ||
| Q1 25 | 2.24× | 0.15× | ||
| Q4 24 | 2.33× | 0.15× | ||
| Q3 24 | 2.68× | 0.15× | ||
| Q2 24 | 2.71× | 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 | $42.7M | — |
| 自由现金流经营现金流 - 资本支出 | $20.2M | — |
| 自由现金流率自由现金流/营收 | 5.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.92× | — |
| 过去12个月自由现金流最近4个季度 | $64.2M | — |
8季度趋势，按日历期对齐
经营现金流ACELACT
| Q1 26 | $42.7M | — | ||
| Q4 25 | $31.1M | $724.5M | ||
| Q3 25 | $55.2M | $192.0M | ||
| Q2 25 | $19.8M | $119.5M | ||
| Q1 25 | $44.8M | $226.7M | ||
| Q4 24 | $13.5M | $686.3M | ||
| Q3 24 | $50.1M | $188.1M | ||
| Q2 24 | $28.9M | $144.7M |
自由现金流ACELACT
| Q1 26 | $20.2M | — | ||
| Q4 25 | $16.0M | — | ||
| Q3 25 | $34.2M | — | ||
| Q2 25 | $-6.2M | — | ||
| Q1 25 | $18.0M | — | ||
| Q4 24 | $2.1M | — | ||
| Q3 24 | $33.1M | — | ||
| Q2 24 | $11.4M | — |
自由现金流率ACELACT
| Q1 26 | 5.8% | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | 10.4% | — | ||
| Q2 25 | -1.9% | — | ||
| Q1 25 | 5.6% | — | ||
| Q4 24 | 0.7% | — | ||
| Q3 24 | 11.0% | — | ||
| Q2 24 | 3.7% | — |
资本支出强度ACELACT
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 6.4% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.3% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 5.6% | — | ||
| Q2 24 | 5.7% | — |
现金转化率ACELACT
| Q1 26 | 2.92× | — | ||
| Q4 25 | 1.92× | — | ||
| Q3 25 | 4.13× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 3.06× | — | ||
| Q4 24 | 1.62× | — | ||
| Q3 24 | 10.23× | — | ||
| Q2 24 | 1.98× | — |
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
ACEL
| Illinois | $252.8M | 72% |
| Montana (1) | $40.6M | 12% |
| Nevada | $29.3M | 8% |
| Nebraska | $11.4M | 3% |
| Louisiana | $10.1M | 3% |
| Georgia | $6.2M | 2% |
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
