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Enact Holdings, Inc.（ACT）与AMERICAN WOODMARK CORP（AMWD）财务数据对比。点击上方公司名可切换其他公司
AMERICAN WOODMARK CORP的季度营收约是Enact Holdings, Inc.的1.3倍（$394.6M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -12.8%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -3.3%）
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。
美国木标公司是一家厨卫橱柜制造商，总部位于弗吉尼亚州温彻斯特。公司在美国多地设有多家生产基地与服务中心，其中生产基地分布在亚利桑那州、佐治亚州、印第安纳州、肯塔基州、马里兰州、田纳西州、弗吉尼亚州以及西弗吉尼亚州，服务网点覆盖全美各地。
ACT vs AMWD — 直观对比
营收规模更大
AMWD
是对方的1.3倍
$312.7M
营收增速更快
ACT
高出16.4%
-12.8%
两年增速更快
ACT
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $394.6M |
| 净利润 | — | $6.1M |
| 毛利率 | — | 15.2% |
| 营业利润率 | 71.3% | 3.1% |
| 净利率 | — | 1.5% |
| 营收同比 | 3.6% | -12.8% |
| 净利润同比 | — | -78.0% |
| 每股收益（稀释后） | $1.23 | $0.42 |
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ACTAMWD
| Q4 25 | $312.7M | $394.6M | ||
| Q3 25 | $311.5M | $403.0M | ||
| Q2 25 | $304.9M | $400.4M | ||
| Q1 25 | $306.8M | $397.6M | ||
| Q4 24 | $301.8M | $452.5M | ||
| Q3 24 | $309.6M | $459.1M | ||
| Q2 24 | $298.8M | $453.3M | ||
| Q1 24 | $291.6M | $422.1M |
净利润ACTAMWD
| Q4 25 | — | $6.1M | ||
| Q3 25 | — | $14.6M | ||
| Q2 25 | — | $25.6M | ||
| Q1 25 | — | $16.6M | ||
| Q4 24 | — | $27.7M | ||
| Q3 24 | — | $29.6M | ||
| Q2 24 | — | $26.8M | ||
| Q1 24 | — | $21.2M |
毛利率ACTAMWD
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 15.0% | ||
| Q4 24 | — | 18.9% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 18.6% | ||
| Q1 24 | — | 19.2% |
营业利润率ACTAMWD
| Q4 25 | 71.3% | 3.1% | ||
| Q3 25 | 67.4% | 5.0% | ||
| Q2 25 | 70.4% | 7.4% | ||
| Q1 25 | 68.9% | 5.3% | ||
| Q4 24 | 68.9% | 9.4% | ||
| Q3 24 | 74.1% | 10.2% | ||
| Q2 24 | 78.6% | 8.4% | ||
| Q1 24 | 70.6% | 6.6% |
净利率ACTAMWD
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 6.1% | ||
| Q3 24 | — | 6.5% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 5.0% |
每股收益（稀释后）ACTAMWD
| Q4 25 | $1.23 | $0.42 | ||
| Q3 25 | $1.10 | $1.00 | ||
| Q2 25 | $1.11 | $1.73 | ||
| Q1 25 | $1.08 | $1.09 | ||
| Q4 24 | $1.05 | $1.79 | ||
| Q3 24 | $1.15 | $1.89 | ||
| Q2 24 | $1.16 | $1.70 | ||
| Q1 24 | $1.01 | $1.32 |
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 | $52.1M |
| 总债务越低越好 | $744.5M | $363.3M |
| 股东权益账面价值 | $5.4B | $928.2M |
| 总资产 | $6.9B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.39× |
8季度趋势，按日历期对齐
现金及短期投资ACTAMWD
| Q4 25 | $582.5M | $52.1M | ||
| Q3 25 | $545.6M | $54.9M | ||
| Q2 25 | $616.0M | $48.2M | ||
| Q1 25 | $639.0M | $43.5M | ||
| Q4 24 | $602.8M | $56.7M | ||
| Q3 24 | $674.9M | $89.3M | ||
| Q2 24 | $711.3M | $87.4M | ||
| Q1 24 | $624.3M | $97.8M |
总债务ACTAMWD
| Q4 25 | $744.5M | $363.3M | ||
| Q3 25 | $744.1M | $364.8M | ||
| Q2 25 | $743.8M | $365.8M | ||
| Q1 25 | $743.4M | $367.3M | ||
| Q4 24 | $743.0M | $368.0M | ||
| Q3 24 | $742.7M | $372.2M | ||
| Q2 24 | $742.4M | $371.8M | ||
| Q1 24 | $746.1M | $371.3M |
股东权益ACTAMWD
| Q4 25 | $5.4B | $928.2M | ||
| Q3 25 | $5.3B | $920.3M | ||
| Q2 25 | $5.2B | $916.0M | ||
| Q1 25 | $5.1B | $919.6M | ||
| Q4 24 | $5.0B | $915.1M | ||
| Q3 24 | $5.0B | $913.8M | ||
| Q2 24 | $4.8B | $910.4M | ||
| Q1 24 | $4.7B | $896.9M |
总资产ACTAMWD
| Q4 25 | $6.9B | $1.6B | ||
| Q3 25 | $6.9B | $1.6B | ||
| Q2 25 | $6.8B | $1.6B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.6B | ||
| Q3 24 | $6.6B | $1.6B | ||
| Q2 24 | $6.3B | $1.6B | ||
| Q1 24 | $6.3B | $1.6B |
负债/权益比ACTAMWD
| Q4 25 | 0.14× | 0.39× | ||
| Q3 25 | 0.14× | 0.40× | ||
| Q2 25 | 0.14× | 0.40× | ||
| Q1 25 | 0.15× | 0.40× | ||
| Q4 24 | 0.15× | 0.40× | ||
| Q3 24 | 0.15× | 0.41× | ||
| Q2 24 | 0.15× | 0.41× | ||
| Q1 24 | 0.16× | 0.41× |
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 | $11.2M |
| 自由现金流经营现金流 - 资本支出 | — | $638.0K |
| 自由现金流率自由现金流/营收 | — | 0.2% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 1.83× |
| 过去12个月自由现金流最近4个季度 | — | $64.0M |
8季度趋势，按日历期对齐
经营现金流ACTAMWD
| Q4 25 | $724.5M | $11.2M | ||
| Q3 25 | $192.0M | $33.1M | ||
| Q2 25 | $119.5M | $44.8M | ||
| Q1 25 | $226.7M | $11.0M | ||
| Q4 24 | $686.3M | $11.9M | ||
| Q3 24 | $188.1M | $40.8M | ||
| Q2 24 | $144.7M | $43.3M | ||
| Q1 24 | $187.3M | $43.7M |
自由现金流ACTAMWD
| Q4 25 | — | $638.0K | ||
| Q3 25 | — | $25.3M | ||
| Q2 25 | — | $35.8M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $1.1M | ||
| Q3 24 | — | $29.5M | ||
| Q2 24 | — | $7.2M | ||
| Q1 24 | — | $22.1M |
自由现金流率ACTAMWD
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 8.9% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 5.2% |
资本支出强度ACTAMWD
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 1.9% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 8.0% | ||
| Q1 24 | — | 5.1% |
现金转化率ACTAMWD
| Q4 25 | — | 1.83× | ||
| Q3 25 | — | 2.27× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 1.38× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 2.06× |
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
AMWD
| Home Center Retailers | $166.7M | 42% |
| Builders | $164.7M | 42% |
| Independent Dealersand Distributors | $63.2M | 16% |
