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Enact Holdings, Inc.（ACT）与Antero Midstream Corp（AM）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Antero Midstream Corp的1.1倍（$312.7M vs $291.1M），Enact Holdings, Inc.同比增速更快（3.6% vs -7.3%），过去两年Antero Midstream Corp的营收复合增速更高（3.9% 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。
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
ACT vs AM — 直观对比
营收规模更大
ACT
是对方的1.1倍
$291.1M
营收增速更快
ACT
高出11.0%
-7.3%
两年增速更快
AM
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $291.1M |
| 净利润 | — | $120.7M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 60.9% |
| 净利率 | — | 41.5% |
| 营收同比 | 3.6% | -7.3% |
| 净利润同比 | — | 2.1% |
| 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ACTAM
| Q1 26 | — | $291.1M | ||
| Q4 25 | $312.7M | $297.0M | ||
| Q3 25 | $311.5M | $294.8M | ||
| Q2 25 | $304.9M | $305.5M | ||
| Q1 25 | $306.8M | $291.1M | ||
| Q4 24 | $301.8M | $287.5M | ||
| Q3 24 | $309.6M | $269.9M | ||
| Q2 24 | $298.8M | $269.8M |
净利润ACTAM
| Q1 26 | — | $120.7M | ||
| Q4 25 | — | $51.9M | ||
| Q3 25 | — | $116.0M | ||
| Q2 25 | — | $124.5M | ||
| Q1 25 | — | $120.7M | ||
| Q4 24 | — | $111.2M | ||
| Q3 24 | — | $99.7M | ||
| Q2 24 | — | $86.0M |
营业利润率ACTAM
| Q1 26 | — | 60.9% | ||
| Q4 25 | 71.3% | 33.8% | ||
| Q3 25 | 67.4% | 61.2% | ||
| Q2 25 | 70.4% | 61.0% | ||
| Q1 25 | 68.9% | 60.9% | ||
| Q4 24 | 68.9% | 61.8% | ||
| Q3 24 | 74.1% | 60.2% | ||
| Q2 24 | 78.6% | 56.6% |
净利率ACTAM
| Q1 26 | — | 41.5% | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 39.3% | ||
| Q2 25 | — | 40.8% | ||
| Q1 25 | — | 41.5% | ||
| Q4 24 | — | 38.7% | ||
| Q3 24 | — | 37.0% | ||
| Q2 24 | — | 31.9% |
每股收益（稀释后）ACTAM
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.23 | $0.11 | ||
| Q3 25 | $1.10 | $0.24 | ||
| Q2 25 | $1.11 | $0.26 | ||
| Q1 25 | $1.08 | $0.25 | ||
| Q4 24 | $1.05 | $0.23 | ||
| Q3 24 | $1.15 | $0.21 | ||
| Q2 24 | $1.16 | $0.18 |
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 | $180.4M |
| 总债务越低越好 | $744.5M | $3.2B |
| 股东权益账面价值 | $5.4B | $2.0B |
| 总资产 | $6.9B | $5.9B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.63× |
8季度趋势，按日历期对齐
现金及短期投资ACTAM
| Q1 26 | — | $180.4M | ||
| Q4 25 | $582.5M | $180.4M | ||
| Q3 25 | $545.6M | — | ||
| Q2 25 | $616.0M | — | ||
| Q1 25 | $639.0M | — | ||
| Q4 24 | $602.8M | — | ||
| Q3 24 | $674.9M | — | ||
| Q2 24 | $711.3M | — |
总债务ACTAM
| Q1 26 | — | $3.2B | ||
| Q4 25 | $744.5M | $3.2B | ||
| Q3 25 | $744.1M | $3.0B | ||
| Q2 25 | $743.8M | $3.0B | ||
| Q1 25 | $743.4M | $3.1B | ||
| Q4 24 | $743.0M | $3.1B | ||
| Q3 24 | $742.7M | $3.2B | ||
| Q2 24 | $742.4M | $3.2B |
股东权益ACTAM
| Q1 26 | — | $2.0B | ||
| Q4 25 | $5.4B | $2.0B | ||
| Q3 25 | $5.3B | $2.1B | ||
| Q2 25 | $5.2B | $2.1B | ||
| Q1 25 | $5.1B | $2.1B | ||
| Q4 24 | $5.0B | $2.1B | ||
| Q3 24 | $5.0B | $2.1B | ||
| Q2 24 | $4.8B | $2.1B |
总资产ACTAM
| Q1 26 | — | $5.9B | ||
| Q4 25 | $6.9B | $5.9B | ||
| Q3 25 | $6.9B | $5.7B | ||
| Q2 25 | $6.8B | $5.7B | ||
| Q1 25 | $6.7B | $5.8B | ||
| Q4 24 | $6.5B | $5.8B | ||
| Q3 24 | $6.6B | $5.8B | ||
| Q2 24 | $6.3B | $5.8B |
负债/权益比ACTAM
| Q1 26 | — | 1.63× | ||
| Q4 25 | 0.14× | 1.63× | ||
| Q3 25 | 0.14× | 1.46× | ||
| Q2 25 | 0.14× | 1.45× | ||
| Q1 25 | 0.15× | 1.49× | ||
| Q4 24 | 0.15× | 1.47× | ||
| Q3 24 | 0.15× | 1.49× | ||
| Q2 24 | 0.15× | 1.50× |
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 | $198.9M |
| 自由现金流经营现金流 - 资本支出 | — | $186.9M |
| 自由现金流率自由现金流/营收 | — | 64.2% |
| 资本支出强度资本支出/营收 | — | 11.1% |
| 现金转化率经营现金流/净利润 | — | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTAM
| Q1 26 | — | $198.9M | ||
| Q4 25 | $724.5M | $255.5M | ||
| Q3 25 | $192.0M | $212.8M | ||
| Q2 25 | $119.5M | $265.2M | ||
| Q1 25 | $226.7M | $198.9M | ||
| Q4 24 | $686.3M | $232.7M | ||
| Q3 24 | $188.1M | $184.9M | ||
| Q2 24 | $144.7M | $215.8M |
自由现金流ACTAM
| Q1 26 | — | $186.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $184.3M | ||
| Q2 24 | — | $147.2M |
自由现金流率ACTAM
| Q1 26 | — | 64.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 68.3% | ||
| Q2 24 | — | 54.6% |
资本支出强度ACTAM
| Q1 26 | — | 11.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.2% | ||
| Q2 24 | — | 25.4% |
现金转化率ACTAM
| Q1 26 | — | 1.65× | ||
| Q4 25 | — | 4.92× | ||
| Q3 25 | — | 1.84× | ||
| Q2 25 | — | 2.13× | ||
| Q1 25 | — | 1.65× | ||
| Q4 24 | — | 2.09× | ||
| Q3 24 | — | 1.85× | ||
| Q2 24 | — | 2.51× |
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
暂无分部数据
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
