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Enact Holdings, Inc.(ACT)与Amphastar Pharmaceuticals, Inc.(AMPH)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Amphastar Pharmaceuticals, Inc.的1.7倍($312.7M vs $183.1M),Enact Holdings, Inc.同比增速更快(3.6% vs -1.8%),过去两年Enact Holdings, Inc.的营收复合增速更高(3.6% vs 3.2%)
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。
安福斯制药是一家上市的美国特种制药企业,公司成立于2004年5月,核心业务为吸入制剂及鼻腔给药产品的研发、生产与销售,聚焦特色医药领域深耕发展。
ACT vs AMPH — 直观对比
营收规模更大
ACT
是对方的1.7倍
$183.1M
营收增速更快
ACT
高出5.5%
-1.8%
两年增速更快
ACT
近两年复合增速
3.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $183.1M |
| 净利润 | — | $24.4M |
| 毛利率 | — | 46.8% |
| 营业利润率 | 71.3% | 19.4% |
| 净利率 | — | 13.3% |
| 营收同比 | 3.6% | -1.8% |
| 净利润同比 | — | -35.7% |
| 每股收益(稀释后) | $1.23 | $0.51 |
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
ACT
AMPH
| Q4 25 | $312.7M | $183.1M | ||
| Q3 25 | $311.5M | $191.8M | ||
| Q2 25 | $304.9M | $174.4M | ||
| Q1 25 | $306.8M | $170.5M | ||
| Q4 24 | $301.8M | $186.5M | ||
| Q3 24 | $309.6M | $191.2M | ||
| Q2 24 | $298.8M | $182.4M | ||
| Q1 24 | $291.6M | $171.8M |
净利润
ACT
AMPH
| Q4 25 | — | $24.4M | ||
| Q3 25 | — | $17.4M | ||
| Q2 25 | — | $31.0M | ||
| Q1 25 | — | $25.3M | ||
| Q4 24 | — | $38.0M | ||
| Q3 24 | — | $40.4M | ||
| Q2 24 | — | $37.9M | ||
| Q1 24 | — | $43.2M |
毛利率
ACT
AMPH
| Q4 25 | — | 46.8% | ||
| Q3 25 | — | 51.4% | ||
| Q2 25 | — | 49.6% | ||
| Q1 25 | — | 50.0% | ||
| Q4 24 | — | 46.5% | ||
| Q3 24 | — | 53.3% | ||
| Q2 24 | — | 52.2% | ||
| Q1 24 | — | 52.4% |
营业利润率
ACT
AMPH
| Q4 25 | 71.3% | 19.4% | ||
| Q3 25 | 67.4% | 13.2% | ||
| Q2 25 | 70.4% | 24.2% | ||
| Q1 25 | 68.9% | 21.9% | ||
| Q4 24 | 68.9% | 24.2% | ||
| Q3 24 | 74.1% | 29.8% | ||
| Q2 24 | 78.6% | 30.3% | ||
| Q1 24 | 70.6% | 27.9% |
净利率
ACT
AMPH
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 9.0% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 20.4% | ||
| Q3 24 | — | 21.1% | ||
| Q2 24 | — | 20.8% | ||
| Q1 24 | — | 25.1% |
每股收益(稀释后)
ACT
AMPH
| Q4 25 | $1.23 | $0.51 | ||
| Q3 25 | $1.10 | $0.37 | ||
| Q2 25 | $1.11 | $0.64 | ||
| Q1 25 | $1.08 | $0.51 | ||
| Q4 24 | $1.05 | $0.74 | ||
| Q3 24 | $1.15 | $0.78 | ||
| Q2 24 | $1.16 | $0.73 | ||
| Q1 24 | $1.01 | $0.81 |
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 | $282.8M |
| 总债务越低越好 | $744.5M | $608.7M |
| 股东权益账面价值 | $5.4B | $788.8M |
| 总资产 | $6.9B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.77× |
8季度趋势,按日历期对齐
现金及短期投资
ACT
AMPH
| Q4 25 | $582.5M | $282.8M | ||
| Q3 25 | $545.6M | $276.2M | ||
| Q2 25 | $616.0M | $231.8M | ||
| Q1 25 | $639.0M | $236.9M | ||
| Q4 24 | $602.8M | $221.6M | ||
| Q3 24 | $674.9M | $250.5M | ||
| Q2 24 | $711.3M | $217.8M | ||
| Q1 24 | $624.3M | $289.6M |
总债务
ACT
AMPH
| Q4 25 | $744.5M | $608.7M | ||
| Q3 25 | $744.1M | $608.6M | ||
| Q2 25 | $743.8M | $607.7M | ||
| Q1 25 | $743.4M | $603.9M | ||
| Q4 24 | $743.0M | $601.6M | ||
| Q3 24 | $742.7M | $596.4M | ||
| Q2 24 | $742.4M | $586.9M | ||
| Q1 24 | $746.1M | $594.0M |
股东权益
ACT
AMPH
| Q4 25 | $5.4B | $788.8M | ||
| Q3 25 | $5.3B | $776.7M | ||
| Q2 25 | $5.2B | $757.5M | ||
| Q1 25 | $5.1B | $751.3M | ||
| Q4 24 | $5.0B | $732.3M | ||
| Q3 24 | $5.0B | $727.7M | ||
| Q2 24 | $4.8B | $713.3M | ||
| Q1 24 | $4.7B | $672.4M |
总资产
ACT
AMPH
| Q4 25 | $6.9B | $1.6B | ||
| Q3 25 | $6.9B | $1.7B | ||
| Q2 25 | $6.8B | $1.6B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.6B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.5B | ||
| Q1 24 | $6.3B | $1.6B |
负债/权益比
ACT
AMPH
| Q4 25 | 0.14× | 0.77× | ||
| Q3 25 | 0.14× | 0.78× | ||
| Q2 25 | 0.14× | 0.80× | ||
| Q1 25 | 0.15× | 0.80× | ||
| Q4 24 | 0.15× | 0.82× | ||
| Q3 24 | 0.15× | 0.82× | ||
| Q2 24 | 0.15× | 0.82× | ||
| Q1 24 | 0.16× | 0.88× |
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 | $32.9M |
| 自由现金流经营现金流 - 资本支出 | — | $24.6M |
| 自由现金流率自由现金流/营收 | — | 13.4% |
| 资本支出强度资本支出/营收 | — | 4.5% |
| 现金转化率经营现金流/净利润 | — | 1.35× |
| 过去12个月自由现金流最近4个季度 | — | $121.2M |
8季度趋势,按日历期对齐
经营现金流
ACT
AMPH
| Q4 25 | $724.5M | $32.9M | ||
| Q3 25 | $192.0M | $52.6M | ||
| Q2 25 | $119.5M | $35.6M | ||
| Q1 25 | $226.7M | $35.1M | ||
| Q4 24 | $686.3M | $29.0M | ||
| Q3 24 | $188.1M | $60.0M | ||
| Q2 24 | $144.7M | $69.1M | ||
| Q1 24 | $187.3M | $55.3M |
自由现金流
ACT
AMPH
| Q4 25 | — | $24.6M | ||
| Q3 25 | — | $47.2M | ||
| Q2 25 | — | $25.0M | ||
| Q1 25 | — | $24.4M | ||
| Q4 24 | — | $16.6M | ||
| Q3 24 | — | $46.2M | ||
| Q2 24 | — | $63.1M | ||
| Q1 24 | — | $46.5M |
自由现金流率
ACT
AMPH
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 24.6% | ||
| Q2 25 | — | 14.3% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 24.1% | ||
| Q2 24 | — | 34.6% | ||
| Q1 24 | — | 27.1% |
资本支出强度
ACT
AMPH
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 6.1% | ||
| Q1 25 | — | 6.3% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 5.1% |
现金转化率
ACT
AMPH
| Q4 25 | — | 1.35× | ||
| Q3 25 | — | 3.03× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 1.39× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 1.48× | ||
| Q2 24 | — | 1.82× | ||
| Q1 24 | — | 1.28× |
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
AMPH
| Other Products | $62.4M | 34% |
| Baqsimi | $46.7M | 26% |
| Primatenemist | $27.9M | 15% |
| Epinephrine | $17.1M | 9% |
| Lidocaine | $14.9M | 8% |
| Glucagon | $14.1M | 8% |