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Enact Holdings, Inc.（ACT）与Axsome Therapeutics, Inc.（AXSM）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Axsome Therapeutics, Inc.的1.6倍（$312.7M vs $196.0M），Axsome Therapeutics, Inc.同比增速更快（65.0% vs 3.6%），过去两年Axsome Therapeutics, Inc.的营收复合增速更高（61.7% 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。
Jazz Pharmaceuticals是一家全球生物制药企业，专注于肿瘤学与神经科学领域的药物研发及商业化。公司2003年在美国加利福尼亚州成立，目前总部位于爱尔兰都柏林，业务覆盖全球多个核心市场。
ACT vs AXSM — 直观对比
营收规模更大
ACT
是对方的1.6倍
$196.0M
营收增速更快
AXSM
高出61.4%
3.6%
两年增速更快
AXSM
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $196.0M |
| 净利润 | — | $-28.6M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | -13.8% |
| 净利率 | — | -14.6% |
| 营收同比 | 3.6% | 65.0% |
| 净利润同比 | — | 61.9% |
| 每股收益（稀释后） | $1.23 | $-0.55 |
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ACTAXSM
| Q4 25 | $312.7M | $196.0M | ||
| Q3 25 | $311.5M | $171.0M | ||
| Q2 25 | $304.9M | $150.0M | ||
| Q1 25 | $306.8M | $121.5M | ||
| Q4 24 | $301.8M | $118.8M | ||
| Q3 24 | $309.6M | $104.8M | ||
| Q2 24 | $298.8M | $87.2M | ||
| Q1 24 | $291.6M | $75.0M |
净利润ACTAXSM
| Q4 25 | — | $-28.6M | ||
| Q3 25 | — | $-47.2M | ||
| Q2 25 | — | $-48.0M | ||
| Q1 25 | — | $-59.4M | ||
| Q4 24 | — | $-74.9M | ||
| Q3 24 | — | $-64.6M | ||
| Q2 24 | — | $-79.3M | ||
| Q1 24 | — | $-68.4M |
营业利润率ACTAXSM
| Q4 25 | 71.3% | -13.8% | ||
| Q3 25 | 67.4% | -27.0% | ||
| Q2 25 | 70.4% | -24.5% | ||
| Q1 25 | 68.9% | -46.9% | ||
| Q4 24 | 68.9% | -61.1% | ||
| Q3 24 | 74.1% | -59.8% | ||
| Q2 24 | 78.6% | -89.5% | ||
| Q1 24 | 70.6% | -89.7% |
净利率ACTAXSM
| Q4 25 | — | -14.6% | ||
| Q3 25 | — | -27.6% | ||
| Q2 25 | — | -32.0% | ||
| Q1 25 | — | -48.9% | ||
| Q4 24 | — | -63.1% | ||
| Q3 24 | — | -61.7% | ||
| Q2 24 | — | -91.0% | ||
| Q1 24 | — | -91.1% |
每股收益（稀释后）ACTAXSM
| Q4 25 | $1.23 | $-0.55 | ||
| Q3 25 | $1.10 | $-0.94 | ||
| Q2 25 | $1.11 | $-0.97 | ||
| Q1 25 | $1.08 | $-1.22 | ||
| Q4 24 | $1.05 | $-1.54 | ||
| Q3 24 | $1.15 | $-1.34 | ||
| Q2 24 | $1.16 | $-1.67 | ||
| Q1 24 | $1.01 | $-1.44 |
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 | $322.9M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $88.3M |
| 总资产 | $6.9B | $689.8M |
| 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ACTAXSM
| Q4 25 | $582.5M | $322.9M | ||
| Q3 25 | $545.6M | $325.3M | ||
| Q2 25 | $616.0M | $303.0M | ||
| Q1 25 | $639.0M | $300.9M | ||
| Q4 24 | $602.8M | $315.4M | ||
| Q3 24 | $674.9M | $327.3M | ||
| Q2 24 | $711.3M | $315.7M | ||
| Q1 24 | $624.3M | $331.4M |
总债务ACTAXSM
| 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ACTAXSM
| Q4 25 | $5.4B | $88.3M | ||
| Q3 25 | $5.3B | $73.7M | ||
| Q2 25 | $5.2B | $73.1M | ||
| Q1 25 | $5.1B | $53.2M | ||
| Q4 24 | $5.0B | $57.0M | ||
| Q3 24 | $5.0B | $92.9M | ||
| Q2 24 | $4.8B | $102.9M | ||
| Q1 24 | $4.7B | $144.0M |
总资产ACTAXSM
| Q4 25 | $6.9B | $689.8M | ||
| Q3 25 | $6.9B | $669.3M | ||
| Q2 25 | $6.8B | $639.8M | ||
| Q1 25 | $6.7B | $596.7M | ||
| Q4 24 | $6.5B | $568.5M | ||
| Q3 24 | $6.6B | $561.5M | ||
| Q2 24 | $6.3B | $548.2M | ||
| Q1 24 | $6.3B | $545.7M |
负债/权益比ACTAXSM
| 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 | $-18.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.7M |
| 自由现金流率自由现金流/营收 | — | -9.6% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 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 | — | $-93.9M |
8季度趋势，按日历期对齐
经营现金流ACTAXSM
| Q4 25 | $724.5M | $-18.7M | ||
| Q3 25 | $192.0M | $1.0M | ||
| Q2 25 | $119.5M | $-32.4M | ||
| Q1 25 | $226.7M | $-43.4M | ||
| Q4 24 | $686.3M | $-26.2M | ||
| Q3 24 | $188.1M | $-18.6M | ||
| Q2 24 | $144.7M | $-30.1M | ||
| Q1 24 | $187.3M | $-53.5M |
自由现金流ACTAXSM
| Q4 25 | — | $-18.7M | ||
| Q3 25 | — | $988.0K | ||
| Q2 25 | — | $-32.4M | ||
| Q1 25 | — | $-43.7M | ||
| Q4 24 | — | $-26.2M | ||
| Q3 24 | — | $-18.7M | ||
| Q2 24 | — | $-30.2M | ||
| Q1 24 | — | $-53.6M |
自由现金流率ACTAXSM
| Q4 25 | — | -9.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | -21.6% | ||
| Q1 25 | — | -36.0% | ||
| Q4 24 | — | -22.1% | ||
| Q3 24 | — | -17.9% | ||
| Q2 24 | — | -34.6% | ||
| Q1 24 | — | -71.4% |
资本支出强度ACTAXSM
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.1% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
