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Enact Holdings, Inc.（ACT）与AMC Networks Inc.（AMCX）财务数据对比。点击上方公司名可切换其他公司
AMC Networks Inc.的季度营收约是Enact Holdings, Inc.的1.9倍（$594.8M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -0.8%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -0.1%）
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。
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
ACT vs AMCX — 直观对比
营收规模更大
AMCX
是对方的1.9倍
$312.7M
营收增速更快
ACT
高出4.4%
-0.8%
两年增速更快
ACT
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $594.8M |
| 净利润 | — | $-55.5M |
| 毛利率 | — | 49.7% |
| 营业利润率 | 71.3% | -8.6% |
| 净利率 | — | -9.3% |
| 营收同比 | 3.6% | -0.8% |
| 净利润同比 | — | 80.5% |
| 每股收益（稀释后） | $1.23 | $-0.97 |
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ACTAMCX
| Q4 25 | $312.7M | $594.8M | ||
| Q3 25 | $311.5M | $561.7M | ||
| Q2 25 | $304.9M | $600.0M | ||
| Q1 25 | $306.8M | $555.2M | ||
| Q4 24 | $301.8M | $599.3M | ||
| Q3 24 | $309.6M | $599.6M | ||
| Q2 24 | $298.8M | $625.9M | ||
| Q1 24 | $291.6M | $596.5M |
净利润ACTAMCX
| Q4 25 | — | $-55.5M | ||
| Q3 25 | — | $76.5M | ||
| Q2 25 | — | $50.3M | ||
| Q1 25 | — | $18.0M | ||
| Q4 24 | — | $-284.5M | ||
| Q3 24 | — | $41.4M | ||
| Q2 24 | — | $-29.2M | ||
| Q1 24 | — | $45.8M |
毛利率ACTAMCX
| Q4 25 | — | 49.7% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 52.7% | ||
| Q1 25 | — | 51.8% | ||
| Q4 24 | — | 51.2% | ||
| Q3 24 | — | 52.0% | ||
| Q2 24 | — | 55.2% | ||
| Q1 24 | — | 54.5% |
营业利润率ACTAMCX
| Q4 25 | 71.3% | -8.6% | ||
| Q3 25 | 67.4% | 9.9% | ||
| Q2 25 | 70.4% | 10.7% | ||
| Q1 25 | 68.9% | 11.6% | ||
| Q4 24 | 68.9% | -42.4% | ||
| Q3 24 | 74.1% | 15.6% | ||
| Q2 24 | 78.6% | 1.7% | ||
| Q1 24 | 70.6% | 18.5% |
净利率ACTAMCX
| Q4 25 | — | -9.3% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | -47.5% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | -4.7% | ||
| Q1 24 | — | 7.7% |
每股收益（稀释后）ACTAMCX
| Q4 25 | $1.23 | $-0.97 | ||
| Q3 25 | $1.10 | $1.38 | ||
| Q2 25 | $1.11 | $0.91 | ||
| Q1 25 | $1.08 | $0.34 | ||
| Q4 24 | $1.05 | $-6.23 | ||
| Q3 24 | $1.15 | $0.76 | ||
| Q2 24 | $1.16 | $-0.66 | ||
| Q1 24 | $1.01 | $1.03 |
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 | $502.4M |
| 总债务越低越好 | $744.5M | $1.8B |
| 股东权益账面价值 | $5.4B | $981.9M |
| 总资产 | $6.9B | $3.9B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.78× |
8季度趋势，按日历期对齐
现金及短期投资ACTAMCX
| Q4 25 | $582.5M | $502.4M | ||
| Q3 25 | $545.6M | $716.8M | ||
| Q2 25 | $616.0M | $866.4M | ||
| Q1 25 | $639.0M | $870.2M | ||
| Q4 24 | $602.8M | $784.6M | ||
| Q3 24 | $674.9M | $816.4M | ||
| Q2 24 | $711.3M | $802.6M | ||
| Q1 24 | $624.3M | $690.5M |
总债务ACTAMCX
| Q4 25 | $744.5M | $1.8B | ||
| Q3 25 | $744.1M | $1.9B | ||
| Q2 25 | $743.8M | $2.2B | ||
| Q1 25 | $743.4M | $2.3B | ||
| Q4 24 | $743.0M | $2.3B | ||
| Q3 24 | $742.7M | $2.3B | ||
| Q2 24 | $742.4M | $2.4B | ||
| Q1 24 | $746.1M | $2.3B |
股东权益ACTAMCX
| Q4 25 | $5.4B | $981.9M | ||
| Q3 25 | $5.3B | $1.1B | ||
| Q2 25 | $5.2B | $971.7M | ||
| Q1 25 | $5.1B | $888.8M | ||
| Q4 24 | $5.0B | $855.6M | ||
| Q3 24 | $5.0B | $1.1B | ||
| Q2 24 | $4.8B | $1.1B | ||
| Q1 24 | $4.7B | $1.1B |
总资产ACTAMCX
| Q4 25 | $6.9B | $3.9B | ||
| Q3 25 | $6.9B | $4.2B | ||
| Q2 25 | $6.8B | $4.4B | ||
| Q1 25 | $6.7B | $4.3B | ||
| Q4 24 | $6.5B | $4.4B | ||
| Q3 24 | $6.6B | $4.8B | ||
| Q2 24 | $6.3B | $4.9B | ||
| Q1 24 | $6.3B | $4.9B |
负债/权益比ACTAMCX
| Q4 25 | 0.14× | 1.78× | ||
| Q3 25 | 0.14× | 1.82× | ||
| Q2 25 | 0.14× | 2.27× | ||
| Q1 25 | 0.15× | 2.62× | ||
| Q4 24 | 0.15× | 2.73× | ||
| Q3 24 | 0.15× | 2.10× | ||
| Q2 24 | 0.15× | 2.26× | ||
| Q1 24 | 0.16× | 2.17× |
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 | $49.2M |
| 自由现金流经营现金流 - 资本支出 | — | $40.4M |
| 自由现金流率自由现金流/营收 | — | 6.8% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 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 | — | $272.4M |
8季度趋势，按日历期对齐
经营现金流ACTAMCX
| Q4 25 | $724.5M | $49.2M | ||
| Q3 25 | $192.0M | $44.8M | ||
| Q2 25 | $119.5M | $102.8M | ||
| Q1 25 | $226.7M | $108.8M | ||
| Q4 24 | $686.3M | $58.1M | ||
| Q3 24 | $188.1M | $62.2M | ||
| Q2 24 | $144.7M | $104.4M | ||
| Q1 24 | $187.3M | $150.9M |
自由现金流ACTAMCX
| Q4 25 | — | $40.4M | ||
| Q3 25 | — | $42.0M | ||
| Q2 25 | — | $95.7M | ||
| Q1 25 | — | $94.2M | ||
| Q4 24 | — | $37.6M | ||
| Q3 24 | — | $53.9M | ||
| Q2 24 | — | $95.2M | ||
| Q1 24 | — | $144.1M |
自由现金流率ACTAMCX
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 16.0% | ||
| Q1 25 | — | 17.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 15.2% | ||
| Q1 24 | — | 24.2% |
资本支出强度ACTAMCX
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 0.5% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.4% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.1% |
现金转化率ACTAMCX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.59× | ||
| Q2 25 | — | 2.04× | ||
| Q1 25 | — | 6.03× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.50× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.29× |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
