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Enact Holdings, Inc.（ACT）与ASTEC INDUSTRIES INC（ASTE）财务数据对比。点击上方公司名可切换其他公司
ASTEC INDUSTRIES INC的季度营收约是Enact Holdings, Inc.的1.3倍（$400.6M vs $312.7M），ASTEC INDUSTRIES INC同比增速更快（11.6% vs 3.6%），过去两年ASTEC INDUSTRIES INC的营收复合增速更高（13.8% 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。
ASTEC是一家国际电子企业，原总部设于香港，主营电源供应装置与电力转换硬件产品，是全球计算机系统电源的主要供应商之一，曾一度是全球规模最大的电源生产商。
ACT vs ASTE — 直观对比
营收规模更大
ASTE
是对方的1.3倍
$312.7M
营收增速更快
ASTE
高出8.0%
3.6%
两年增速更快
ASTE
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $400.6M |
| 净利润 | — | $12.0M |
| 毛利率 | — | 27.3% |
| 营业利润率 | 71.3% | 5.7% |
| 净利率 | — | 3.0% |
| 营收同比 | 3.6% | 11.6% |
| 净利润同比 | — | -43.1% |
| 每股收益（稀释后） | $1.23 | $0.52 |
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ACTASTE
| Q4 25 | $312.7M | $400.6M | ||
| Q3 25 | $311.5M | $350.1M | ||
| Q2 25 | $304.9M | $330.3M | ||
| Q1 25 | $306.8M | $329.4M | ||
| Q4 24 | $301.8M | $359.0M | ||
| Q3 24 | $309.6M | $291.4M | ||
| Q2 24 | $298.8M | $345.5M | ||
| Q1 24 | $291.6M | $309.2M |
净利润ACTASTE
| Q4 25 | — | $12.0M | ||
| Q3 25 | — | $-4.2M | ||
| Q2 25 | — | $16.7M | ||
| Q1 25 | — | $14.3M | ||
| Q4 24 | — | $21.1M | ||
| Q3 24 | — | $-6.2M | ||
| Q2 24 | — | $-14.0M | ||
| Q1 24 | — | $3.4M |
毛利率ACTASTE
| Q4 25 | — | 27.3% | ||
| Q3 25 | — | 24.1% | ||
| Q2 25 | — | 26.7% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | 28.7% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 23.5% | ||
| Q1 24 | — | 24.9% |
营业利润率ACTASTE
| Q4 25 | 71.3% | 5.7% | ||
| Q3 25 | 67.4% | 0.3% | ||
| Q2 25 | 70.4% | 6.5% | ||
| Q1 25 | 68.9% | 6.2% | ||
| Q4 24 | 68.9% | 9.7% | ||
| Q3 24 | 74.1% | -2.5% | ||
| Q2 24 | 78.6% | -3.1% | ||
| Q1 24 | 70.6% | 2.0% |
净利率ACTASTE
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | -1.2% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 5.9% | ||
| Q3 24 | — | -2.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | 1.1% |
每股收益（稀释后）ACTASTE
| Q4 25 | $1.23 | $0.52 | ||
| Q3 25 | $1.10 | $-0.18 | ||
| Q2 25 | $1.11 | $0.72 | ||
| Q1 25 | $1.08 | $0.62 | ||
| Q4 24 | $1.05 | $0.92 | ||
| Q3 24 | $1.15 | $-0.27 | ||
| Q2 24 | $1.16 | $-0.61 | ||
| Q1 24 | $1.01 | $0.15 |
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 | $74.1M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $681.7M |
| 总资产 | $6.9B | $1.4B |
| 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ACTASTE
| Q4 25 | $582.5M | $74.1M | ||
| Q3 25 | $545.6M | $71.8M | ||
| Q2 25 | $616.0M | $91.6M | ||
| Q1 25 | $639.0M | $95.4M | ||
| Q4 24 | $602.8M | $93.8M | ||
| Q3 24 | $674.9M | $58.9M | ||
| Q2 24 | $711.3M | $68.4M | ||
| Q1 24 | $624.3M | $63.8M |
总债务ACTASTE
| 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 | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTASTE
| Q4 25 | $5.4B | $681.7M | ||
| Q3 25 | $5.3B | $668.9M | ||
| Q2 25 | $5.2B | $674.9M | ||
| Q1 25 | $5.1B | $653.2M | ||
| Q4 24 | $5.0B | $637.8M | ||
| Q3 24 | $5.0B | $631.4M | ||
| Q2 24 | $4.8B | $633.3M | ||
| Q1 24 | $4.7B | $650.3M |
总资产ACTASTE
| Q4 25 | $6.9B | $1.4B | ||
| Q3 25 | $6.9B | $1.3B | ||
| Q2 25 | $6.8B | $1.1B | ||
| Q1 25 | $6.7B | $1.1B | ||
| Q4 24 | $6.5B | $1.0B | ||
| Q3 24 | $6.6B | $1.1B | ||
| Q2 24 | $6.3B | $1.1B | ||
| Q1 24 | $6.3B | $1.1B |
负债/权益比ACTASTE
| 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× | — | ||
| 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 | $36.1M |
| 自由现金流经营现金流 - 资本支出 | — | $7.4M |
| 自由现金流率自由现金流/营收 | — | 1.8% |
| 资本支出强度资本支出/营收 | — | 7.2% |
| 现金转化率经营现金流/净利润 | — | 3.01× |
| 过去12个月自由现金流最近4个季度 | — | $20.7M |
8季度趋势，按日历期对齐
经营现金流ACTASTE
| Q4 25 | $724.5M | $36.1M | ||
| Q3 25 | $192.0M | $-8.1M | ||
| Q2 25 | $119.5M | $12.9M | ||
| Q1 25 | $226.7M | $20.5M | ||
| Q4 24 | $686.3M | $36.6M | ||
| Q3 24 | $188.1M | $22.5M | ||
| Q2 24 | $144.7M | $10.9M | ||
| Q1 24 | $187.3M | $-47.0M |
自由现金流ACTASTE
| Q4 25 | — | $7.4M | ||
| Q3 25 | — | $-12.3M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $16.6M | ||
| Q4 24 | — | $32.1M | ||
| Q3 24 | — | $19.9M | ||
| Q2 24 | — | $3.3M | ||
| Q1 24 | — | $-52.8M |
自由现金流率ACTASTE
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | -3.5% | ||
| Q2 25 | — | 2.7% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.9% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -17.1% |
资本支出强度ACTASTE
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 1.3% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 1.9% |
现金转化率ACTASTE
| Q4 25 | — | 3.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | 1.73× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -13.82× |
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
ASTE
| Infrastructure Group | $208.7M | 52% |
| Material Solutions | $105.3M | 26% |
| Parts And Component Sales | $58.3M | 15% |
| Other | $15.3M | 4% |
| Service And Equipment Installation Revenue | $6.9M | 2% |
| Cargo And Freight | $6.1M | 2% |
