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Enact Holdings, Inc.（ACT）与AeroVironment Inc（AVAV）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是Enact Holdings, Inc.的1.5倍（$472.5M vs $312.7M），AeroVironment Inc同比增速更快（181.9% vs 3.6%），过去两年AeroVironment Inc的营收复合增速更高（59.1% 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。
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
ACT vs AVAV — 直观对比
营收规模更大
AVAV
是对方的1.5倍
$312.7M
营收增速更快
AVAV
高出178.2%
3.6%
两年增速更快
AVAV
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $472.5M |
| 净利润 | — | $-17.1M |
| 毛利率 | — | 22.0% |
| 营业利润率 | 71.3% | -6.4% |
| 净利率 | — | -3.6% |
| 营收同比 | 3.6% | 181.9% |
| 净利润同比 | — | -875.1% |
| 每股收益（稀释后） | $1.23 | $-0.34 |
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ACTAVAV
| Q4 25 | $312.7M | $472.5M | ||
| Q3 25 | $311.5M | $454.7M | ||
| Q2 25 | $304.9M | $275.1M | ||
| Q1 25 | $306.8M | $167.6M | ||
| Q4 24 | $301.8M | $188.5M | ||
| Q3 24 | $309.6M | $189.5M | ||
| Q2 24 | $298.8M | $197.0M | ||
| Q1 24 | $291.6M | $186.6M |
净利润ACTAVAV
| Q4 25 | — | $-17.1M | ||
| Q3 25 | — | $-67.4M | ||
| Q2 25 | — | $16.7M | ||
| Q1 25 | — | $-1.8M | ||
| Q4 24 | — | $7.5M | ||
| Q3 24 | — | $21.2M | ||
| Q2 24 | — | $6.0M | ||
| Q1 24 | — | $13.9M |
毛利率ACTAVAV
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | — | 38.4% | ||
| Q1 24 | — | 36.1% |
营业利润率ACTAVAV
| Q4 25 | 71.3% | -6.4% | ||
| Q3 25 | 67.4% | -15.2% | ||
| Q2 25 | 70.4% | 5.0% | ||
| Q1 25 | 68.9% | -1.8% | ||
| Q4 24 | 68.9% | 3.7% | ||
| Q3 24 | 74.1% | 12.2% | ||
| Q2 24 | 78.6% | 3.0% | ||
| Q1 24 | 70.6% | 7.7% |
净利率ACTAVAV
| Q4 25 | — | -3.6% | ||
| Q3 25 | — | -14.8% | ||
| Q2 25 | — | 6.1% | ||
| Q1 25 | — | -1.0% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 7.4% |
每股收益（稀释后）ACTAVAV
| Q4 25 | $1.23 | $-0.34 | ||
| Q3 25 | $1.10 | $-1.44 | ||
| Q2 25 | $1.11 | $0.59 | ||
| Q1 25 | $1.08 | $-0.06 | ||
| Q4 24 | $1.05 | $0.27 | ||
| Q3 24 | $1.15 | $0.75 | ||
| Q2 24 | $1.16 | $0.18 | ||
| Q1 24 | $1.01 | $0.50 |
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 | $588.5M |
| 总债务越低越好 | $744.5M | $747.5M |
| 股东权益账面价值 | $5.4B | $4.4B |
| 总资产 | $6.9B | $5.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ACTAVAV
| Q4 25 | $582.5M | $588.5M | ||
| Q3 25 | $545.6M | $685.8M | ||
| Q2 25 | $616.0M | $40.9M | ||
| Q1 25 | $639.0M | $47.0M | ||
| Q4 24 | $602.8M | $69.0M | ||
| Q3 24 | $674.9M | $81.2M | ||
| Q2 24 | $711.3M | $73.3M | ||
| Q1 24 | $624.3M | $107.7M |
总债务ACTAVAV
| Q4 25 | $744.5M | $747.5M | ||
| Q3 25 | $744.1M | $747.5M | ||
| Q2 25 | $743.8M | $30.0M | ||
| Q1 25 | $743.4M | $25.0M | ||
| Q4 24 | $743.0M | $15.0M | ||
| Q3 24 | $742.7M | $17.5M | ||
| Q2 24 | $742.4M | $28.0M | ||
| Q1 24 | $746.1M | $40.0M |
股东权益ACTAVAV
| Q4 25 | $5.4B | $4.4B | ||
| Q3 25 | $5.3B | $4.4B | ||
| Q2 25 | $5.2B | $886.5M | ||
| Q1 25 | $5.1B | $861.1M | ||
| Q4 24 | $5.0B | $858.4M | ||
| Q3 24 | $5.0B | $845.5M | ||
| Q2 24 | $4.8B | $822.7M | ||
| Q1 24 | $4.7B | $813.0M |
总资产ACTAVAV
| Q4 25 | $6.9B | $5.6B | ||
| Q3 25 | $6.9B | $5.6B | ||
| Q2 25 | $6.8B | $1.1B | ||
| Q1 25 | $6.7B | $1.0B | ||
| Q4 24 | $6.5B | $1.0B | ||
| Q3 24 | $6.6B | $999.2M | ||
| Q2 24 | $6.3B | $1.0B | ||
| Q1 24 | $6.3B | $980.3M |
负债/权益比ACTAVAV
| Q4 25 | 0.14× | 0.17× | ||
| Q3 25 | 0.14× | 0.17× | ||
| Q2 25 | 0.14× | 0.03× | ||
| Q1 25 | 0.15× | 0.03× | ||
| Q4 24 | 0.15× | 0.02× | ||
| Q3 24 | 0.15× | 0.02× | ||
| Q2 24 | 0.15× | 0.03× | ||
| Q1 24 | 0.16× | 0.05× |
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 | $-45.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-55.9M |
| 自由现金流率自由现金流/营收 | — | -11.8% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 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 | — | $-240.7M |
8季度趋势，按日历期对齐
经营现金流ACTAVAV
| Q4 25 | $724.5M | $-45.1M | ||
| Q3 25 | $192.0M | $-123.7M | ||
| Q2 25 | $119.5M | $-264.0K | ||
| Q1 25 | $226.7M | $-25.8M | ||
| Q4 24 | $686.3M | $-3.6M | ||
| Q3 24 | $188.1M | $28.4M | ||
| Q2 24 | $144.7M | $-11.7M | ||
| Q1 24 | $187.3M | $52.6M |
自由现金流ACTAVAV
| Q4 25 | — | $-55.9M | ||
| Q3 25 | — | $-146.5M | ||
| Q2 25 | — | $-8.8M | ||
| Q1 25 | — | $-29.6M | ||
| Q4 24 | — | $-8.7M | ||
| Q3 24 | — | $22.9M | ||
| Q2 24 | — | $-20.8M | ||
| Q1 24 | — | $48.8M |
自由现金流率ACTAVAV
| Q4 25 | — | -11.8% | ||
| Q3 25 | — | -32.2% | ||
| Q2 25 | — | -3.2% | ||
| Q1 25 | — | -17.7% | ||
| Q4 24 | — | -4.6% | ||
| Q3 24 | — | 12.1% | ||
| Q2 24 | — | -10.5% | ||
| Q1 24 | — | 26.1% |
资本支出强度ACTAVAV
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 2.0% |
现金转化率ACTAVAV
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -0.02× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.48× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | -1.93× | ||
| Q1 24 | — | 3.79× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
