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Enact Holdings, Inc.（ACT）与BRADY CORP（BRC）财务数据对比。点击上方公司名可切换其他公司
BRADY CORP的季度营收约是Enact Holdings, Inc.的1.3倍（$405.3M vs $312.7M），BRADY CORP同比增速更快（7.5% vs 3.6%），过去两年BRADY CORP的营收复合增速更高（12.1% 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。
布雷迪公司是美国特种产品、技术设备及标识解决方案供应商，1914年创立，总部位于威斯康星州密尔沃基，在美洲、欧洲、亚洲、澳洲拥有6600名员工，业务覆盖全球，为各行业客户提供工作场景所需的零部件标识相关产品与服务。
ACT vs BRC — 直观对比
营收规模更大
BRC
是对方的1.3倍
$312.7M
营收增速更快
BRC
高出3.9%
3.6%
两年增速更快
BRC
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $405.3M |
| 净利润 | — | $53.9M |
| 毛利率 | — | 51.5% |
| 营业利润率 | 71.3% | 16.8% |
| 净利率 | — | 13.3% |
| 营收同比 | 3.6% | 7.5% |
| 净利润同比 | — | 15.3% |
| 每股收益（稀释后） | $1.23 | — |
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ACTBRC
| Q4 25 | $312.7M | $405.3M | ||
| Q3 25 | $311.5M | $397.3M | ||
| Q2 25 | $304.9M | $382.6M | ||
| Q1 25 | $306.8M | $356.7M | ||
| Q4 24 | $301.8M | $377.1M | ||
| Q3 24 | $309.6M | $343.4M | ||
| Q2 24 | $298.8M | $343.4M | ||
| Q1 24 | $291.6M | $322.6M |
净利润ACTBRC
| Q4 25 | — | $53.9M | ||
| Q3 25 | — | $49.9M | ||
| Q2 25 | — | $52.3M | ||
| Q1 25 | — | $40.3M | ||
| Q4 24 | — | $46.8M | ||
| Q3 24 | — | $55.5M | ||
| Q2 24 | — | $50.9M | ||
| Q1 24 | — | $43.6M |
毛利率ACTBRC
| Q4 25 | — | 51.5% | ||
| Q3 25 | — | 50.4% | ||
| Q2 25 | — | 51.0% | ||
| Q1 25 | — | 49.3% | ||
| Q4 24 | — | 50.3% | ||
| Q3 24 | — | 51.6% | ||
| Q2 24 | — | 51.6% | ||
| Q1 24 | — | 50.2% |
营业利润率ACTBRC
| Q4 25 | 71.3% | 16.8% | ||
| Q3 25 | 67.4% | 14.9% | ||
| Q2 25 | 70.4% | 17.6% | ||
| Q1 25 | 68.9% | 14.4% | ||
| Q4 24 | 68.9% | 15.6% | ||
| Q3 24 | 74.1% | 19.3% | ||
| Q2 24 | 78.6% | 18.5% | ||
| Q1 24 | 70.6% | 16.7% |
净利率ACTBRC
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.6% | ||
| Q2 25 | — | 13.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | — | 14.8% | ||
| Q1 24 | — | 13.5% |
每股收益（稀释后）ACTBRC
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.16 | — | ||
| Q1 24 | $1.01 | — |
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 | $182.7M |
| 总债务越低越好 | $744.5M | $115.9M |
| 股东权益账面价值 | $5.4B | $1.2B |
| 总资产 | $6.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ACTBRC
| Q4 25 | $582.5M | $182.7M | ||
| Q3 25 | $545.6M | $174.3M | ||
| Q2 25 | $616.0M | $152.2M | ||
| Q1 25 | $639.0M | $138.5M | ||
| Q4 24 | $602.8M | $145.7M | ||
| Q3 24 | $674.9M | $250.1M | ||
| Q2 24 | $711.3M | $160.5M | ||
| Q1 24 | $624.3M | $143.9M |
总债务ACTBRC
| Q4 25 | $744.5M | $115.9M | ||
| Q3 25 | $744.1M | $99.8M | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | $90.9M | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTBRC
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.3B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.1B | ||
| Q4 24 | $5.0B | $1.1B | ||
| Q3 24 | $5.0B | $1.1B | ||
| Q2 24 | $4.8B | $1.0B | ||
| Q1 24 | $4.7B | $1.0B |
总资产ACTBRC
| Q4 25 | $6.9B | $1.8B | ||
| Q3 25 | $6.9B | $1.7B | ||
| Q2 25 | $6.8B | $1.7B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.6B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.4B | ||
| Q1 24 | $6.3B | $1.4B |
负债/权益比ACTBRC
| Q4 25 | 0.14× | 0.09× | ||
| Q3 25 | 0.14× | 0.08× | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | 0.09× | ||
| 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 | $33.4M |
| 自由现金流经营现金流 - 资本支出 | — | $22.4M |
| 自由现金流率自由现金流/营收 | — | 5.5% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 现金转化率经营现金流/净利润 | — | 0.62× |
| 过去12个月自由现金流最近4个季度 | — | $159.9M |
8季度趋势，按日历期对齐
经营现金流ACTBRC
| Q4 25 | $724.5M | $33.4M | ||
| Q3 25 | $192.0M | $58.3M | ||
| Q2 25 | $119.5M | $59.9M | ||
| Q1 25 | $226.7M | $39.6M | ||
| Q4 24 | $686.3M | $23.4M | ||
| Q3 24 | $188.1M | $84.0M | ||
| Q2 24 | $144.7M | $72.7M | ||
| Q1 24 | $187.3M | $36.1M |
自由现金流ACTBRC
| Q4 25 | — | $22.4M | ||
| Q3 25 | — | $49.4M | ||
| Q2 25 | — | $55.6M | ||
| Q1 25 | — | $32.5M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $73.2M | ||
| Q2 24 | — | $64.4M | ||
| Q1 24 | — | $-13.5M |
自由现金流率ACTBRC
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 12.4% | ||
| Q2 25 | — | 14.5% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | — | 18.8% | ||
| Q1 24 | — | -4.2% |
资本支出强度ACTBRC
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 3.1% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | 15.4% |
现金转化率ACTBRC
| Q4 25 | — | 0.62× | ||
| Q3 25 | — | 1.17× | ||
| Q2 25 | — | 1.15× | ||
| Q1 25 | — | 0.98× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 1.51× | ||
| Q2 24 | — | 1.43× | ||
| Q1 24 | — | 0.83× |
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
BRC
| Americas Asia | $215.1M | 53% |
| Europe Australia | $119.9M | 30% |
| Other | $70.2M | 17% |
