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Enact Holdings, Inc.（ACT）与Aveanna Healthcare Holdings, Inc.（AVAH）财务数据对比。点击上方公司名可切换其他公司
Aveanna Healthcare Holdings, Inc.的季度营收约是Enact Holdings, Inc.的2.0倍（$621.9M vs $312.7M），Aveanna Healthcare Holdings, Inc.同比增速更快（22.2% vs 3.6%），过去两年Aveanna Healthcare Holdings, Inc.的营收复合增速更高（14.0% 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。
Aveanna Healthcare Holdings, Inc.是美国领先的家庭及社区医疗服务提供商，核心业务覆盖儿科家庭护理、成人个人照护、临终关怀、输液治疗等领域，通过覆盖全美的本地护理中心网络为各地患者提供服务，服务对象涵盖公共及私人付费群体。
ACT vs AVAH — 直观对比
营收规模更大
AVAH
是对方的2.0倍
$312.7M
营收增速更快
AVAH
高出18.6%
3.6%
两年增速更快
AVAH
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $621.9M |
| 净利润 | — | $14.1M |
| 毛利率 | — | 32.6% |
| 营业利润率 | 71.3% | 8.6% |
| 净利率 | — | 2.3% |
| 营收同比 | 3.6% | 22.2% |
| 净利润同比 | — | 132.8% |
| 每股收益（稀释后） | $1.23 | $0.06 |
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ACTAVAH
| Q4 25 | $312.7M | — | ||
| Q3 25 | $311.5M | $621.9M | ||
| Q2 25 | $304.9M | $589.6M | ||
| Q1 25 | $306.8M | $559.2M | ||
| Q4 24 | $301.8M | $519.9M | ||
| Q3 24 | $309.6M | $509.0M | ||
| Q2 24 | $298.8M | $505.0M | ||
| Q1 24 | $291.6M | $490.7M |
净利润ACTAVAH
| Q4 25 | — | — | ||
| Q3 25 | — | $14.1M | ||
| Q2 25 | — | $27.0M | ||
| Q1 25 | — | $5.2M | ||
| Q4 24 | — | $29.2M | ||
| Q3 24 | — | $-42.8M | ||
| Q2 24 | — | $13.9M | ||
| Q1 24 | — | $-11.2M |
毛利率ACTAVAH
| Q4 25 | — | — | ||
| Q3 25 | — | 32.6% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | — | 31.4% | ||
| Q2 24 | — | 31.3% | ||
| Q1 24 | — | 29.7% |
营业利润率ACTAVAH
| Q4 25 | 71.3% | — | ||
| Q3 25 | 67.4% | 8.6% | ||
| Q2 25 | 70.4% | 13.6% | ||
| Q1 25 | 68.9% | 9.3% | ||
| Q4 24 | 68.9% | 8.8% | ||
| Q3 24 | 74.1% | 6.7% | ||
| Q2 24 | 78.6% | 7.4% | ||
| Q1 24 | 70.6% | 4.7% |
净利率ACTAVAH
| Q4 25 | — | — | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 5.6% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | -2.3% |
每股收益（稀释后）ACTAVAH
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | $0.06 | ||
| Q2 25 | $1.11 | $0.13 | ||
| Q1 25 | $1.08 | $0.03 | ||
| Q4 24 | $1.05 | $0.15 | ||
| Q3 24 | $1.15 | $-0.22 | ||
| Q2 24 | $1.16 | $0.07 | ||
| Q1 24 | $1.01 | $-0.06 |
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 | $145.9M |
| 总债务越低越好 | $744.5M | $1.3B |
| 股东权益账面价值 | $5.4B | $9.2M |
| 总资产 | $6.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.14× | 141.83× |
8季度趋势，按日历期对齐
现金及短期投资ACTAVAH
| Q4 25 | $582.5M | — | ||
| Q3 25 | $545.6M | $145.9M | ||
| Q2 25 | $616.0M | $100.7M | ||
| Q1 25 | $639.0M | $71.5M | ||
| Q4 24 | $602.8M | $84.3M | ||
| Q3 24 | $674.9M | $78.5M | ||
| Q2 24 | $711.3M | $47.7M | ||
| Q1 24 | $624.3M | $42.6M |
总债务ACTAVAH
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | $1.3B | ||
| Q2 25 | $743.8M | $1.3B | ||
| Q1 25 | $743.4M | $1.3B | ||
| Q4 24 | $743.0M | $1.3B | ||
| Q3 24 | $742.7M | $1.3B | ||
| Q2 24 | $742.4M | $1.3B | ||
| Q1 24 | $746.1M | $1.3B |
股东权益ACTAVAH
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | $9.2M | ||
| Q2 25 | $5.2B | $-12.0M | ||
| Q1 25 | $5.1B | $-100.1M | ||
| Q4 24 | $5.0B | $-123.6M | ||
| Q3 24 | $5.0B | $-156.4M | ||
| Q2 24 | $4.8B | $-119.0M | ||
| Q1 24 | $4.7B | $-136.3M |
总资产ACTAVAH
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.9B | $1.8B | ||
| Q2 25 | $6.8B | $1.8B | ||
| Q1 25 | $6.7B | $1.7B | ||
| Q4 24 | $6.5B | $1.7B | ||
| Q3 24 | $6.6B | $1.6B | ||
| Q2 24 | $6.3B | $1.7B | ||
| Q1 24 | $6.3B | $1.6B |
负债/权益比ACTAVAH
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | 141.83× | ||
| 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 | $33.2M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 2.36× |
| 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ACTAVAH
| Q4 25 | $724.5M | — | ||
| Q3 25 | $192.0M | $33.2M | ||
| Q2 25 | $119.5M | $51.6M | ||
| Q1 25 | $226.7M | $-8.6M | ||
| Q4 24 | $686.3M | $13.4M | ||
| Q3 24 | $188.1M | $29.4M | ||
| Q2 24 | $144.7M | $1.8M | ||
| Q1 24 | $187.3M | $-12.0M |
现金转化率ACTAVAH
| Q4 25 | — | — | ||
| Q3 25 | — | 2.36× | ||
| Q2 25 | — | 1.91× | ||
| Q1 25 | — | -1.66× | ||
| Q4 24 | — | 0.46× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.13× | ||
| 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
AVAH
| Private Duty Services | $514.4M | 83% |
| Home Health And Hospice | $62.4M | 10% |
| Medical Solutions | $45.1M | 7% |
