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Enact Holdings, Inc.（ACT）与ADVANCED ENERGY INDUSTRIES INC（AEIS）财务数据对比。点击上方公司名可切换其他公司
ADVANCED ENERGY INDUSTRIES INC的季度营收约是Enact Holdings, Inc.的1.6倍（$489.4M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs 10.7%，领先43.1%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 1.7%），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 2.2%）
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。
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
ACT vs AEIS — 直观对比
营收规模更大
AEIS
是对方的1.6倍
$312.1M
营收增速更快
AEIS
高出16.1%
1.7%
净利率更高
ACT
高出43.1%
10.7%
两年增速更快
AEIS
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $489.4M |
| 净利润 | $168.0M | $52.3M |
| 毛利率 | — | 38.6% |
| 营业利润率 | — | 11.6% |
| 净利率 | 53.8% | 10.7% |
| 营收同比 | 1.7% | 17.8% |
| 净利润同比 | 1.2% | 7.4% |
| 每股收益（稀释后） | $1.18 | $1.32 |
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ACTAEIS
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $489.4M | ||
| Q3 25 | $311.5M | $463.3M | ||
| Q2 25 | $304.9M | $441.5M | ||
| Q1 25 | $306.8M | $404.6M | ||
| Q4 24 | $301.8M | $415.4M | ||
| Q3 24 | $309.6M | $374.2M | ||
| Q2 24 | $298.8M | $364.9M |
净利润ACTAEIS
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $52.3M | ||
| Q3 25 | — | $46.2M | ||
| Q2 25 | — | $25.2M | ||
| Q1 25 | — | $24.7M | ||
| Q4 24 | — | $48.7M | ||
| Q3 24 | — | $-14.9M | ||
| Q2 24 | — | $15.0M |
毛利率ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | 38.6% | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | 37.2% | ||
| Q4 24 | — | 37.2% | ||
| Q3 24 | — | 35.8% | ||
| Q2 24 | — | 35.0% |
营业利润率ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 11.6% | ||
| Q3 25 | 67.4% | 10.6% | ||
| Q2 25 | 70.4% | 7.2% | ||
| Q1 25 | 68.9% | 7.6% | ||
| Q4 24 | 68.9% | 8.2% | ||
| Q3 24 | 74.1% | -3.0% | ||
| Q2 24 | 78.6% | 3.6% |
净利率ACTAEIS
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 10.0% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | -4.0% | ||
| Q2 24 | — | 4.1% |
每股收益（稀释后）ACTAEIS
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $1.32 | ||
| Q3 25 | $1.10 | $1.20 | ||
| Q2 25 | $1.11 | $0.67 | ||
| Q1 25 | $1.08 | $0.65 | ||
| Q4 24 | $1.05 | $1.29 | ||
| Q3 24 | $1.15 | $-0.40 | ||
| Q2 24 | $1.16 | $0.40 |
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 | $549.0M | $791.2M |
| 总债务越低越好 | $744.9M | $567.5M |
| 股东权益账面价值 | $5.3B | $1.4B |
| 总资产 | $7.0B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资ACTAEIS
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $791.2M | ||
| Q3 25 | $545.6M | $758.6M | ||
| Q2 25 | $616.0M | $713.5M | ||
| Q1 25 | $639.0M | $723.0M | ||
| Q4 24 | $602.8M | $722.1M | ||
| Q3 24 | $674.9M | $657.3M | ||
| Q2 24 | $711.3M | $986.1M |
总债务ACTAEIS
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $567.5M | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $564.7M | ||
| Q3 24 | $742.7M | $564.0M | ||
| Q2 24 | $742.4M | $907.3M |
股东权益ACTAEIS
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $1.4B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.2B | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.8B | $1.2B |
总资产ACTAEIS
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $2.5B | ||
| Q3 25 | $6.9B | $2.4B | ||
| Q2 25 | $6.8B | $2.4B | ||
| Q1 25 | $6.7B | $2.3B | ||
| Q4 24 | $6.5B | $2.3B | ||
| Q3 24 | $6.6B | $2.2B | ||
| Q2 24 | $6.3B | $2.5B |
负债/权益比ACTAEIS
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 0.42× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.47× | ||
| Q3 24 | 0.15× | 0.48× | ||
| Q2 24 | 0.15× | 0.78× |
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 | — | $80.5M |
| 自由现金流经营现金流 - 资本支出 | — | $43.0M |
| 自由现金流率自由现金流/营收 | — | 8.8% |
| 资本支出强度资本支出/营收 | — | 7.7% |
| 现金转化率经营现金流/净利润 | — | 1.54× |
| 过去12个月自由现金流最近4个季度 | — | $125.9M |
8季度趋势，按日历期对齐
经营现金流ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $80.5M | ||
| Q3 25 | $192.0M | $78.7M | ||
| Q2 25 | $119.5M | $45.2M | ||
| Q1 25 | $226.7M | $28.9M | ||
| Q4 24 | $686.3M | $82.7M | ||
| Q3 24 | $188.1M | $34.1M | ||
| Q2 24 | $144.7M | $6.7M |
自由现金流ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | $43.0M | ||
| Q3 25 | — | $50.8M | ||
| Q2 25 | — | $17.1M | ||
| Q1 25 | — | $15.0M | ||
| Q4 24 | — | $69.9M | ||
| Q3 24 | — | $21.4M | ||
| Q2 24 | — | $-8.1M |
自由现金流率ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | 8.8% | ||
| Q3 25 | — | 11.0% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 16.8% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | -2.2% |
资本支出强度ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 4.0% |
现金转化率ACTAEIS
| Q1 26 | — | — | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.79× | ||
| Q1 25 | — | 1.17× | ||
| Q4 24 | — | 1.70× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.45× |
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
ACT
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
