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Enact Holdings, Inc.（ACT）与ALPHA & OMEGA SEMICONDUCTOR Ltd（AOSL）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ALPHA & OMEGA SEMICONDUCTOR Ltd的1.9倍（$312.7M vs $162.3M），Enact Holdings, Inc.同比增速更快（3.6% vs -6.3%），过去两年ALPHA & OMEGA SEMICONDUCTOR Ltd的营收复合增速更高（4.0% 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。
Alpha & Omega Semiconductor是一家专业功率半导体供应商，主营功率MOSFET、IGBT、模拟芯片及电源管理模块的研发、生产与销售，产品广泛应用于消费电子、工业设备、汽车、通信和计算等领域，业务覆盖全球主要市场。
ACT vs AOSL — 直观对比
营收规模更大
ACT
是对方的1.9倍
$162.3M
营收增速更快
ACT
高出9.9%
-6.3%
两年增速更快
AOSL
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $162.3M |
| 净利润 | — | $-13.3M |
| 毛利率 | — | 21.5% |
| 营业利润率 | 71.3% | -8.4% |
| 净利率 | — | -8.2% |
| 营收同比 | 3.6% | -6.3% |
| 净利润同比 | — | -101.0% |
| 每股收益（稀释后） | $1.23 | $-0.45 |
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ACTAOSL
| Q4 25 | $312.7M | $162.3M | ||
| Q3 25 | $311.5M | $182.5M | ||
| Q2 25 | $304.9M | $176.5M | ||
| Q1 25 | $306.8M | $164.6M | ||
| Q4 24 | $301.8M | $173.2M | ||
| Q3 24 | $309.6M | $181.9M | ||
| Q2 24 | $298.8M | $161.3M | ||
| Q1 24 | $291.6M | $150.1M |
净利润ACTAOSL
| Q4 25 | — | $-13.3M | ||
| Q3 25 | — | $-2.1M | ||
| Q2 25 | — | $-77.1M | ||
| Q1 25 | — | $-10.8M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $-2.5M | ||
| Q2 24 | — | $-2.7M | ||
| Q1 24 | — | $-11.2M |
毛利率ACTAOSL
| Q4 25 | — | 21.5% | ||
| Q3 25 | — | 23.5% | ||
| Q2 25 | — | 23.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 23.1% | ||
| Q3 24 | — | 24.5% | ||
| Q2 24 | — | 25.7% | ||
| Q1 24 | — | 23.7% |
营业利润率ACTAOSL
| Q4 25 | 71.3% | -8.4% | ||
| Q3 25 | 67.4% | -2.5% | ||
| Q2 25 | 70.4% | -6.6% | ||
| Q1 25 | 68.9% | -6.5% | ||
| Q4 24 | 68.9% | -3.4% | ||
| Q3 24 | 74.1% | -0.1% | ||
| Q2 24 | 78.6% | -0.9% | ||
| Q1 24 | 70.6% | -7.0% |
净利率ACTAOSL
| Q4 25 | — | -8.2% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | — | -43.7% | ||
| Q1 25 | — | -6.6% | ||
| Q4 24 | — | -3.8% | ||
| Q3 24 | — | -1.4% | ||
| Q2 24 | — | -1.7% | ||
| Q1 24 | — | -7.5% |
每股收益（稀释后）ACTAOSL
| Q4 25 | $1.23 | $-0.45 | ||
| Q3 25 | $1.10 | $-0.07 | ||
| Q2 25 | $1.11 | $-2.61 | ||
| Q1 25 | $1.08 | $-0.37 | ||
| Q4 24 | $1.05 | $-0.23 | ||
| Q3 24 | $1.15 | $-0.09 | ||
| Q2 24 | $1.16 | $-0.09 | ||
| Q1 24 | $1.01 | $-0.39 |
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 | $196.3M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $818.8M |
| 总资产 | $6.9B | $1.0B |
| 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ACTAOSL
| Q4 25 | $582.5M | $196.3M | ||
| Q3 25 | $545.6M | $223.5M | ||
| Q2 25 | $616.0M | $153.1M | ||
| Q1 25 | $639.0M | $169.4M | ||
| Q4 24 | $602.8M | $182.6M | ||
| Q3 24 | $674.9M | $176.0M | ||
| Q2 24 | $711.3M | $175.1M | ||
| Q1 24 | $624.3M | $174.4M |
总债务ACTAOSL
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | $14.9M | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | $26.7M | ||
| Q1 24 | $746.1M | — |
股东权益ACTAOSL
| Q4 25 | $5.4B | $818.8M | ||
| Q3 25 | $5.3B | $834.1M | ||
| Q2 25 | $5.2B | $822.3M | ||
| Q1 25 | $5.1B | $886.3M | ||
| Q4 24 | $5.0B | $902.6M | ||
| Q3 24 | $5.0B | $895.3M | ||
| Q2 24 | $4.8B | $891.6M | ||
| Q1 24 | $4.7B | $888.9M |
总资产ACTAOSL
| Q4 25 | $6.9B | $1.0B | ||
| Q3 25 | $6.9B | $1.0B | ||
| Q2 25 | $6.8B | $1.0B | ||
| Q1 25 | $6.7B | $1.1B | ||
| Q4 24 | $6.5B | $1.1B | ||
| Q3 24 | $6.6B | $1.1B | ||
| Q2 24 | $6.3B | $1.1B | ||
| Q1 24 | $6.3B | $1.2B |
负债/权益比ACTAOSL
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | 0.02× | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | 0.03× | ||
| 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 | $-8.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-23.1M |
| 自由现金流率自由现金流/营收 | — | -14.2% |
| 资本支出强度资本支出/营收 | — | 9.2% |
| 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 | — | $-40.9M |
8季度趋势，按日历期对齐
经营现金流ACTAOSL
| Q4 25 | $724.5M | $-8.1M | ||
| Q3 25 | $192.0M | $10.2M | ||
| Q2 25 | $119.5M | $-2.8M | ||
| Q1 25 | $226.7M | $7.4M | ||
| Q4 24 | $686.3M | $14.1M | ||
| Q3 24 | $188.1M | $11.0M | ||
| Q2 24 | $144.7M | $7.1M | ||
| Q1 24 | $187.3M | $28.2M |
自由现金流ACTAOSL
| Q4 25 | — | $-23.1M | ||
| Q3 25 | — | $420.0K | ||
| Q2 25 | — | $-17.2M | ||
| Q1 25 | — | $-1.1M | ||
| Q4 24 | — | $6.6M | ||
| Q3 24 | — | $4.1M | ||
| Q2 24 | — | $-210.0K | ||
| Q1 24 | — | $20.5M |
自由现金流率ACTAOSL
| Q4 25 | — | -14.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | -9.7% | ||
| Q1 25 | — | -0.6% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | -0.1% | ||
| Q1 24 | — | 13.7% |
资本支出强度ACTAOSL
| Q4 25 | — | 9.2% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 8.1% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 5.2% |
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
AOSL
| Power Discrete | $101.0M | 62% |
| Power Ic | $58.8M | 36% |
| Packaging And Testing Services | $2.5M | 2% |
