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Enact Holdings, Inc.(ACT)与BrightView Holdings, Inc.(BV)财务数据对比。点击上方公司名可切换其他公司
BrightView Holdings, Inc.的季度营收约是Enact Holdings, Inc.的2.0倍($614.7M vs $312.7M),Enact Holdings, Inc.同比增速更快(3.6% vs 2.6%),过去两年Enact Holdings, Inc.的营收复合增速更高(3.6% vs -4.4%)
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。
BrightView Holdings是美国领先的商业景观服务提供商,业务涵盖景观设计、施工、日常养护、灌溉系统管理、除雪除冰等,服务客户覆盖企业园区、商业中心、住宅社区及公共部门等场景。
ACT vs BV — 直观对比
营收规模更大
BV
是对方的2.0倍
$312.7M
营收增速更快
ACT
高出1.0%
2.6%
两年增速更快
ACT
近两年复合增速
-4.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $614.7M |
| 净利润 | — | $-15.2M |
| 毛利率 | — | 18.6% |
| 营业利润率 | 71.3% | -1.2% |
| 净利率 | — | -2.5% |
| 营收同比 | 3.6% | 2.6% |
| 净利润同比 | — | -46.2% |
| 每股收益(稀释后) | $1.23 | $-0.26 |
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
BV
| Q4 25 | $312.7M | $614.7M | ||
| Q3 25 | $311.5M | $702.7M | ||
| Q2 25 | $304.9M | $708.3M | ||
| Q1 25 | $306.8M | $662.6M | ||
| Q4 24 | $301.8M | $599.2M | ||
| Q3 24 | $309.6M | $728.7M | ||
| Q2 24 | $298.8M | $738.8M | ||
| Q1 24 | $291.6M | $672.9M |
净利润
ACT
BV
| Q4 25 | — | $-15.2M | ||
| Q3 25 | — | $27.7M | ||
| Q2 25 | — | $32.3M | ||
| Q1 25 | — | $6.4M | ||
| Q4 24 | — | $-10.4M | ||
| Q3 24 | — | $25.6M | ||
| Q2 24 | — | $23.5M | ||
| Q1 24 | — | $33.7M |
毛利率
ACT
BV
| Q4 25 | — | 18.6% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 24.1% | ||
| Q1 25 | — | 22.3% | ||
| Q4 24 | — | 21.2% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.6% |
营业利润率
ACT
BV
| Q4 25 | 71.3% | -1.2% | ||
| Q3 25 | 67.4% | 7.9% | ||
| Q2 25 | 70.4% | 8.1% | ||
| Q1 25 | 68.9% | 3.4% | ||
| Q4 24 | 68.9% | -0.1% | ||
| Q3 24 | 74.1% | 7.1% | ||
| Q2 24 | 78.6% | 6.6% | ||
| Q1 24 | 70.6% | 9.2% |
净利率
ACT
BV
| Q4 25 | — | -2.5% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 5.0% |
每股收益(稀释后)
ACT
BV
| Q4 25 | $1.23 | $-0.26 | ||
| Q3 25 | $1.10 | $0.21 | ||
| Q2 25 | $1.11 | $0.15 | ||
| Q1 25 | $1.08 | $-0.03 | ||
| Q4 24 | $1.05 | $-0.20 | ||
| Q3 24 | $1.15 | $0.20 | ||
| Q2 24 | $1.16 | $0.10 | ||
| Q1 24 | $1.01 | $0.17 |
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 | $37.0M |
| 总债务越低越好 | $744.5M | $801.1M |
| 股东权益账面价值 | $5.4B | $1.3B |
| 总资产 | $6.9B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.64× |
8季度趋势,按日历期对齐
现金及短期投资
ACT
BV
| Q4 25 | $582.5M | $37.0M | ||
| Q3 25 | $545.6M | $74.5M | ||
| Q2 25 | $616.0M | $79.1M | ||
| Q1 25 | $639.0M | $141.3M | ||
| Q4 24 | $602.8M | $98.3M | ||
| Q3 24 | $674.9M | $140.4M | ||
| Q2 24 | $711.3M | $115.9M | ||
| Q1 24 | $624.3M | $177.3M |
总债务
ACT
BV
| Q4 25 | $744.5M | $801.1M | ||
| Q3 25 | $744.1M | $790.2M | ||
| Q2 25 | $743.8M | $790.7M | ||
| Q1 25 | $743.4M | $798.9M | ||
| Q4 24 | $743.0M | $796.5M | ||
| Q3 24 | $742.7M | $802.5M | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益
ACT
BV
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $5.0B | $1.3B | ||
| Q2 24 | $4.8B | $1.3B | ||
| Q1 24 | $4.7B | $1.2B |
总资产
ACT
BV
| Q4 25 | $6.9B | $3.3B | ||
| Q3 25 | $6.9B | $3.4B | ||
| Q2 25 | $6.8B | $3.4B | ||
| Q1 25 | $6.7B | $3.3B | ||
| Q4 24 | $6.5B | $3.3B | ||
| Q3 24 | $6.6B | $3.4B | ||
| Q2 24 | $6.3B | $3.4B | ||
| Q1 24 | $6.3B | $3.4B |
负债/权益比
ACT
BV
| Q4 25 | 0.14× | 0.64× | ||
| Q3 25 | 0.14× | 0.61× | ||
| Q2 25 | 0.14× | 0.62× | ||
| Q1 25 | 0.15× | 0.63× | ||
| Q4 24 | 0.15× | 0.63× | ||
| Q3 24 | 0.15× | 0.63× | ||
| 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 | $36.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.6M |
| 自由现金流率自由现金流/营收 | — | -3.0% |
| 资本支出强度资本支出/营收 | — | 8.9% |
| 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 | — | $17.2M |
8季度趋势,按日历期对齐
经营现金流
ACT
BV
| Q4 25 | $724.5M | $36.1M | ||
| Q3 25 | $192.0M | $84.4M | ||
| Q2 25 | $119.5M | $55.7M | ||
| Q1 25 | $226.7M | $91.2M | ||
| Q4 24 | $686.3M | $60.5M | ||
| Q3 24 | $188.1M | $53.5M | ||
| Q2 24 | $144.7M | $42.6M | ||
| Q1 24 | $187.3M | $83.3M |
自由现金流
ACT
BV
| Q4 25 | — | $-18.6M | ||
| Q3 25 | — | $26.0M | ||
| Q2 25 | — | $-47.8M | ||
| Q1 25 | — | $57.6M | ||
| Q4 24 | — | $1.8M | ||
| Q3 24 | — | $21.1M | ||
| Q2 24 | — | $19.3M | ||
| Q1 24 | — | $70.7M |
自由现金流率
ACT
BV
| Q4 25 | — | -3.0% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | -6.7% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | — | 2.6% | ||
| Q1 24 | — | 10.5% |
资本支出强度
ACT
BV
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 14.6% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | — | 3.2% | ||
| Q1 24 | — | 1.9% |
现金转化率
ACT
BV
| Q4 25 | — | — | ||
| Q3 25 | — | 3.05× | ||
| Q2 25 | — | 1.72× | ||
| Q1 25 | — | 14.25× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 1.81× | ||
| Q1 24 | — | 2.47× |
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
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |