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Enact Holdings, Inc.（ACT）与Astera Labs, Inc.（ALAB）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是Astera Labs, Inc.的1.2倍（$312.7M vs $270.6M），Astera Labs, Inc.同比增速更快（91.8% vs 3.6%），过去两年Astera Labs, Inc.的营收复合增速更高（103.6% vs 3.6%）
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。
Astera Labs Inc.是总部位于美国的无晶圆厂半导体及人工智能企业，专注于为数据中心与人工智能基础设施研发高性能高速连接解决方案，于2024年3月在纳斯达克正式挂牌上市。
ACT vs ALAB — 直观对比
营收规模更大
ACT
是对方的1.2倍
$270.6M
营收增速更快
ALAB
高出88.2%
3.6%
两年增速更快
ALAB
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $270.6M |
| 净利润 | — | $45.0M |
| 毛利率 | — | 75.6% |
| 营业利润率 | 71.3% | 24.7% |
| 净利率 | — | 16.6% |
| 营收同比 | 3.6% | 91.8% |
| 净利润同比 | — | 82.0% |
| 每股收益（稀释后） | $1.23 | $0.25 |
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ACTALAB
| Q4 25 | $312.7M | $270.6M | ||
| Q3 25 | $311.5M | $230.6M | ||
| Q2 25 | $304.9M | $191.9M | ||
| Q1 25 | $306.8M | $159.4M | ||
| Q4 24 | $301.8M | $141.1M | ||
| Q3 24 | $309.6M | $113.1M | ||
| Q2 24 | $298.8M | $76.8M | ||
| Q1 24 | $291.6M | $65.3M |
净利润ACTALAB
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $91.1M | ||
| Q2 25 | — | $51.2M | ||
| Q1 25 | — | $31.8M | ||
| Q4 24 | — | $24.7M | ||
| Q3 24 | — | $-7.6M | ||
| Q2 24 | — | $-7.5M | ||
| Q1 24 | — | $-93.0M |
毛利率ACTALAB
| Q4 25 | — | 75.6% | ||
| Q3 25 | — | 76.2% | ||
| Q2 25 | — | 75.8% | ||
| Q1 25 | — | 74.9% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.9% | ||
| Q1 24 | — | 77.4% |
营业利润率ACTALAB
| Q4 25 | 71.3% | 24.7% | ||
| Q3 25 | 67.4% | 24.0% | ||
| Q2 25 | 70.4% | 20.7% | ||
| Q1 25 | 68.9% | 7.1% | ||
| Q4 24 | 68.9% | 0.1% | ||
| Q3 24 | 74.1% | -7.9% | ||
| Q2 24 | 78.6% | -31.7% | ||
| Q1 24 | 70.6% | -127.1% |
净利率ACTALAB
| Q4 25 | — | 16.6% | ||
| Q3 25 | — | 39.5% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 17.5% | ||
| Q3 24 | — | -6.7% | ||
| Q2 24 | — | -9.8% | ||
| Q1 24 | — | -142.5% |
每股收益（稀释后）ACTALAB
| Q4 25 | $1.23 | $0.25 | ||
| Q3 25 | $1.10 | $0.50 | ||
| Q2 25 | $1.11 | $0.29 | ||
| Q1 25 | $1.08 | $0.18 | ||
| Q4 24 | $1.05 | $1.23 | ||
| Q3 24 | $1.15 | $-0.05 | ||
| Q2 24 | $1.16 | $-0.05 | ||
| Q1 24 | $1.01 | $-1.77 |
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 | $582.5M | $167.6M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $1.4B |
| 总资产 | $6.9B | $1.5B |
| 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ACTALAB
| Q4 25 | $582.5M | $167.6M | ||
| Q3 25 | $545.6M | $140.4M | ||
| Q2 25 | $616.0M | $162.3M | ||
| Q1 25 | $639.0M | $86.4M | ||
| Q4 24 | $602.8M | $79.6M | ||
| Q3 24 | $674.9M | $126.1M | ||
| Q2 24 | $711.3M | $421.1M | ||
| Q1 24 | $624.3M | $696.1M |
总债务ACTALAB
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTALAB
| Q4 25 | $5.4B | $1.4B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $5.1B | $1.0B | ||
| Q4 24 | $5.0B | $964.8M | ||
| Q3 24 | $5.0B | $889.6M | ||
| Q2 24 | $4.8B | $845.3M | ||
| Q1 24 | $4.7B | $808.8M |
总资产ACTALAB
| Q4 25 | $6.9B | $1.5B | ||
| Q3 25 | $6.9B | $1.4B | ||
| Q2 25 | $6.8B | $1.3B | ||
| Q1 25 | $6.7B | $1.1B | ||
| Q4 24 | $6.5B | $1.1B | ||
| Q3 24 | $6.6B | $983.1M | ||
| Q2 24 | $6.3B | $915.5M | ||
| Q1 24 | $6.3B | $864.9M |
负债/权益比ACTALAB
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.16× | — |
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 | $724.5M | $95.3M |
| 自由现金流经营现金流 - 资本支出 | — | $76.6M |
| 自由现金流率自由现金流/营收 | — | 28.3% |
| 资本支出强度资本支出/营收 | — | 6.9% |
| 现金转化率经营现金流/净利润 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $281.8M |
8季度趋势，按日历期对齐
经营现金流ACTALAB
| Q4 25 | $724.5M | $95.3M | ||
| Q3 25 | $192.0M | $78.2M | ||
| Q2 25 | $119.5M | $135.4M | ||
| Q1 25 | $226.7M | $10.5M | ||
| Q4 24 | $686.3M | $39.7M | ||
| Q3 24 | $188.1M | $63.5M | ||
| Q2 24 | $144.7M | $29.8M | ||
| Q1 24 | $187.3M | $3.7M |
自由现金流ACTALAB
| Q4 25 | — | $76.6M | ||
| Q3 25 | — | $65.9M | ||
| Q2 25 | — | $133.3M | ||
| Q1 25 | — | $6.0M | ||
| Q4 24 | — | $24.3M | ||
| Q3 24 | — | $46.8M | ||
| Q2 24 | — | $28.5M | ||
| Q1 24 | — | $228.0K |
自由现金流率ACTALAB
| Q4 25 | — | 28.3% | ||
| Q3 25 | — | 28.6% | ||
| Q2 25 | — | 69.5% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 41.4% | ||
| Q2 24 | — | 37.1% | ||
| Q1 24 | — | 0.3% |
资本支出强度ACTALAB
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 1.7% | ||
| Q1 24 | — | 5.2% |
现金转化率ACTALAB
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 2.64× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
