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Enact Holdings, Inc.(ACT)与BKV Corp(BKV)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BKV Corp的1.2倍($312.1M vs $255.9M),Enact Holdings, Inc.净利率更高(53.8% vs 27.5%,领先26.3%)
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。
BKV Corp是一家北美独立能源企业,专注于天然气的可持续勘探、生产与配送,核心运营资产位于阿巴拉契亚盆地,服务区域内公用事业、工业及商业客户,同时投资碳捕获等低碳技术以降低运营排放。
ACT vs BKV — 直观对比
营收规模更大
ACT
是对方的1.2倍
$255.9M
净利率更高
ACT
高出26.3%
27.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $312.1M | $255.9M |
| 净利润 | $168.0M | $70.4M |
| 毛利率 | — | — |
| 营业利润率 | — | 39.3% |
| 净利率 | 53.8% | 27.5% |
| 营收同比 | 1.7% | — |
| 净利润同比 | 1.2% | — |
| 每股收益(稀释后) | $1.18 | $0.78 |
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
BKV
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $255.9M | ||
| Q3 25 | $311.5M | $199.8M | ||
| Q2 25 | $304.9M | $207.1M | ||
| Q1 25 | $306.8M | $231.0M | ||
| Q4 24 | $301.8M | — | ||
| Q3 24 | $309.6M | $133.5M | ||
| Q2 24 | $298.8M | — |
净利润
ACT
BKV
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | — | $76.8M | ||
| Q2 25 | — | $104.6M | ||
| Q1 25 | — | $-78.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $12.9M | ||
| Q2 24 | — | — |
营业利润率
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 39.3% | ||
| Q3 25 | 67.4% | 41.2% | ||
| Q2 25 | 70.4% | 62.0% | ||
| Q1 25 | 68.9% | -40.6% | ||
| Q4 24 | 68.9% | — | ||
| Q3 24 | 74.1% | -15.7% | ||
| Q2 24 | 78.6% | — |
净利率
ACT
BKV
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | 27.5% | ||
| Q3 25 | — | 38.5% | ||
| Q2 25 | — | 50.5% | ||
| Q1 25 | — | -34.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 9.6% | ||
| Q2 24 | — | — |
每股收益(稀释后)
ACT
BKV
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $0.78 | ||
| Q3 25 | $1.10 | $0.90 | ||
| Q2 25 | $1.11 | $1.23 | ||
| Q1 25 | $1.08 | $-0.93 | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | $0.18 | ||
| Q2 24 | $1.16 | — |
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 | $549.0M | $199.4M |
| 总债务越低越好 | $744.9M | $486.8M |
| 股东权益账面价值 | $5.3B | $2.0B |
| 总资产 | $7.0B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.24× |
8季度趋势,按日历期对齐
现金及短期投资
ACT
BKV
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $199.4M | ||
| Q3 25 | $545.6M | $83.1M | ||
| Q2 25 | $616.0M | $21.4M | ||
| Q1 25 | $639.0M | $15.3M | ||
| Q4 24 | $602.8M | — | ||
| Q3 24 | $674.9M | $31.3M | ||
| Q2 24 | $711.3M | — |
总债务
ACT
BKV
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $486.8M | ||
| Q3 25 | $744.1M | $486.6M | ||
| Q2 25 | $743.8M | $200.0M | ||
| Q1 25 | $743.4M | $200.0M | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | $190.0M | ||
| Q2 24 | $742.4M | — |
股东权益
ACT
BKV
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $2.0B | ||
| Q3 25 | $5.3B | $1.8B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.1B | $1.5B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | $1.6B | ||
| Q2 24 | $4.8B | — |
总资产
ACT
BKV
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $3.1B | ||
| Q3 25 | $6.9B | $2.9B | ||
| Q2 25 | $6.8B | $2.3B | ||
| Q1 25 | $6.7B | $2.3B | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $6.6B | $2.3B | ||
| Q2 24 | $6.3B | — |
负债/权益比
ACT
BKV
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 0.24× | ||
| Q3 25 | 0.14× | 0.27× | ||
| Q2 25 | 0.14× | 0.13× | ||
| Q1 25 | 0.15× | 0.13× | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | 0.12× | ||
| Q2 24 | 0.15× | — |
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 | — | $69.4M |
| 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 | — | 0.99× |
| 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
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $69.4M | ||
| Q3 25 | $192.0M | $74.5M | ||
| Q2 25 | $119.5M | $76.2M | ||
| Q1 25 | $226.7M | $22.6M | ||
| Q4 24 | $686.3M | — | ||
| Q3 24 | $188.1M | — | ||
| Q2 24 | $144.7M | — |
自由现金流
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-126.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -63.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 100.9% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
ACT
BKV
| Q1 26 | — | — | ||
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | 0.97× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
BKV
| Natural Gas NGL And Oil | $249.3M | 97% |
| Related Party And Other | $4.7M | 2% |
| Marketing | $2.8M | 1% |