vs
Enact Holdings, Inc.(ACT)与ASTRONICS CORP(ATRO)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ASTRONICS CORP的1.3倍($312.7M vs $240.1M),ASTRONICS CORP同比增速更快(15.1% vs 3.6%),过去两年ASTRONICS CORP的营收复合增速更高(13.9% 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。
Astronics Corporation是一家成立于1968年的美国航空航天电子企业,总部位于纽约州东奥罗拉,在纳斯达克上市,股票代码为ATRO。该公司专注于军用、商用及公务机的照明与电子系统集成业务,同时还提供半导体测试系统,在相关领域拥有较高知名度。
ACT vs ATRO — 直观对比
营收规模更大
ACT
是对方的1.3倍
$240.1M
营收增速更快
ATRO
高出11.5%
3.6%
两年增速更快
ATRO
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $240.1M |
| 净利润 | — | — |
| 毛利率 | — | 33.3% |
| 营业利润率 | 71.3% | 14.8% |
| 净利率 | — | — |
| 营收同比 | 3.6% | 15.1% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.23 | $0.82 |
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
ATRO
| Q4 25 | $312.7M | $240.1M | ||
| Q3 25 | $311.5M | $211.4M | ||
| Q2 25 | $304.9M | $204.7M | ||
| Q1 25 | $306.8M | $205.9M | ||
| Q4 24 | $301.8M | $208.5M | ||
| Q3 24 | $309.6M | $203.7M | ||
| Q2 24 | $298.8M | $198.1M | ||
| Q1 24 | $291.6M | $185.1M |
净利润
ACT
ATRO
| Q4 25 | — | — | ||
| Q3 25 | — | $-11.1M | ||
| Q2 25 | — | $1.3M | ||
| Q1 25 | — | $9.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $1.5M | ||
| Q1 24 | — | $-3.2M |
毛利率
ACT
ATRO
| Q4 25 | — | 33.3% | ||
| Q3 25 | — | 30.5% | ||
| Q2 25 | — | 25.8% | ||
| Q1 25 | — | 29.5% | ||
| Q4 24 | — | 29.8% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 28.0% | ||
| Q1 24 | — | 25.7% |
营业利润率
ACT
ATRO
| Q4 25 | 71.3% | 14.8% | ||
| Q3 25 | 67.4% | 10.9% | ||
| Q2 25 | 70.4% | 2.3% | ||
| Q1 25 | 68.9% | 6.4% | ||
| Q4 24 | 68.9% | 4.3% | ||
| Q3 24 | 74.1% | 4.1% | ||
| Q2 24 | 78.6% | 3.8% | ||
| Q1 24 | 70.6% | 0.9% |
净利率
ACT
ATRO
| Q4 25 | — | — | ||
| Q3 25 | — | -5.2% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -5.8% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | -1.7% |
每股收益(稀释后)
ACT
ATRO
| Q4 25 | $1.23 | $0.82 | ||
| Q3 25 | $1.10 | $-0.31 | ||
| Q2 25 | $1.11 | $0.04 | ||
| Q1 25 | $1.08 | $0.26 | ||
| Q4 24 | $1.05 | $-0.07 | ||
| Q3 24 | $1.15 | $-0.34 | ||
| Q2 24 | $1.16 | $0.04 | ||
| Q1 24 | $1.01 | $-0.09 |
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 | $18.2M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $140.1M |
| 总资产 | $6.9B | $706.7M |
| 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
ACT
ATRO
| Q4 25 | $582.5M | $18.2M | ||
| Q3 25 | $545.6M | $13.5M | ||
| Q2 25 | $616.0M | $13.5M | ||
| Q1 25 | $639.0M | $24.8M | ||
| Q4 24 | $602.8M | $9.3M | ||
| Q3 24 | $674.9M | $5.2M | ||
| Q2 24 | $711.3M | $2.9M | ||
| Q1 24 | $624.3M | $5.3M |
总债务
ACT
ATRO
| 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
ACT
ATRO
| Q4 25 | $5.4B | $140.1M | ||
| Q3 25 | $5.3B | $108.9M | ||
| Q2 25 | $5.2B | $271.6M | ||
| Q1 25 | $5.1B | $266.8M | ||
| Q4 24 | $5.0B | $256.1M | ||
| Q3 24 | $5.0B | $249.2M | ||
| Q2 24 | $4.8B | $257.9M | ||
| Q1 24 | $4.7B | $251.7M |
总资产
ACT
ATRO
| Q4 25 | $6.9B | $706.7M | ||
| Q3 25 | $6.9B | $682.2M | ||
| Q2 25 | $6.8B | $646.7M | ||
| Q1 25 | $6.7B | $662.2M | ||
| Q4 24 | $6.5B | $648.8M | ||
| Q3 24 | $6.6B | $651.6M | ||
| Q2 24 | $6.3B | $644.9M | ||
| Q1 24 | $6.3B | $630.0M |
负债/权益比
ACT
ATRO
| 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 | $27.6M |
| 自由现金流经营现金流 - 资本支出 | — | $15.8M |
| 自由现金流率自由现金流/营收 | — | 6.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | — | $43.1M |
8季度趋势,按日历期对齐
经营现金流
ACT
ATRO
| Q4 25 | $724.5M | $27.6M | ||
| Q3 25 | $192.0M | $34.2M | ||
| Q2 25 | $119.5M | $-7.6M | ||
| Q1 25 | $226.7M | $20.6M | ||
| Q4 24 | $686.3M | $26.4M | ||
| Q3 24 | $188.1M | $8.4M | ||
| Q2 24 | $144.7M | $-6.3M | ||
| Q1 24 | $187.3M | $2.0M |
自由现金流
ACT
ATRO
| Q4 25 | — | $15.8M | ||
| Q3 25 | — | $21.0M | ||
| Q2 25 | — | $-12.2M | ||
| Q1 25 | — | $18.5M | ||
| Q4 24 | — | $23.2M | ||
| Q3 24 | — | $6.5M | ||
| Q2 24 | — | $-8.1M | ||
| Q1 24 | — | $439.0K |
自由现金流率
ACT
ATRO
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | — | -6.0% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 11.1% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | 0.2% |
资本支出强度
ACT
ATRO
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 0.9% |
现金转化率
ACT
ATRO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -5.81× | ||
| Q1 25 | — | 2.17× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -4.08× | ||
| Q1 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
暂无分部数据
ATRO
| Product Line Electrical Power And Motion | $113.8M | 47% |
| Product Line Avionics | $32.0M | 13% |
| Military Aircraft | $28.0M | 12% |
| General Aviation | $22.3M | 9% |
| Government And Defense | $20.5M | 9% |
| Product Line Systems Certification | $13.2M | 6% |
| Product Line Structures | $3.7M | 2% |
| Product Line Other | $2.3M | 1% |