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Enact Holdings, Inc.（ACT）与ARROWHEAD PHARMACEUTICALS, INC.（ARWR）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ARROWHEAD PHARMACEUTICALS, INC.的1.2倍（$312.1M vs $264.0M），Enact Holdings, Inc.净利率更高（53.8% vs 11.7%，领先42.2%），ARROWHEAD PHARMACEUTICALS, INC.同比增速更快（10461.3% vs 1.7%）
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。
Arrowhead Pharmaceuticals是总部位于美国加利福尼亚州帕萨迪纳的上市生物制药企业，专注于通过RNA干扰（RNAi）作用机制开发创新药物，核心研发管线覆盖乙型肝炎、α-1抗胰蛋白酶缺陷相关肝病及心血管疾病的治疗领域。
ACT vs ARWR — 直观对比
营收规模更大
ACT
是对方的1.2倍
$264.0M
营收增速更快
ARWR
高出10459.6%
1.7%
净利率更高
ACT
高出42.2%
11.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $264.0M |
| 净利润 | $168.0M | $30.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 15.5% |
| 净利率 | 53.8% | 11.7% |
| 营收同比 | 1.7% | 10461.3% |
| 净利润同比 | 1.2% | 117.8% |
| 每股收益（稀释后） | $1.18 | $0.22 |
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ACTARWR
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $264.0M | ||
| Q3 25 | $311.5M | — | ||
| Q2 25 | $304.9M | — | ||
| Q1 25 | $306.8M | — | ||
| Q4 24 | $301.8M | — | ||
| Q3 24 | $309.6M | — | ||
| Q2 24 | $298.8M | — |
净利润ACTARWR
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $30.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 15.5% | ||
| Q3 25 | 67.4% | — | ||
| Q2 25 | 70.4% | — | ||
| Q1 25 | 68.9% | — | ||
| Q4 24 | 68.9% | — | ||
| Q3 24 | 74.1% | — | ||
| Q2 24 | 78.6% | — |
净利率ACTARWR
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
每股收益（稀释后）ACTARWR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $0.22 | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.16 | — |
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 | $549.0M | $715.0M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $568.4M |
| 总资产 | $7.0B | $1.6B |
| 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ACTARWR
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $715.0M | ||
| 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ACTARWR
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益ACTARWR
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $568.4M | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.8B | — |
总资产ACTARWR
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $1.6B | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.8B | — | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $6.6B | — | ||
| Q2 24 | $6.3B | — |
负债/权益比ACTARWR
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | — | $13.5M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 4.3% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.44× |
| 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ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $13.5M | ||
| Q3 25 | $192.0M | — | ||
| Q2 25 | $119.5M | — | ||
| Q1 25 | $226.7M | — | ||
| Q4 24 | $686.3M | — | ||
| Q3 24 | $188.1M | — | ||
| Q2 24 | $144.7M | — |
自由现金流ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ACTARWR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
ARWR
暂无分部数据
