vs
Enact Holdings, Inc.（ACT）与Clearway Energy, Inc.（CWEN）财务数据对比。点击上方公司名可切换其他公司
Clearway Energy, Inc.的季度营收约是Enact Holdings, Inc.的1.1倍（$354.0M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs -19.2%，领先73.0%），Clearway Energy, Inc.同比增速更快（18.8% vs 1.7%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -1.7%）
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。
NRG能源是总部位于美国得克萨斯州休斯敦的能源企业，前身为后续更名为埃克西尔能源的北方州电力公司的批发业务板块，2000年独立运营。业务覆盖发电与电力零售，拥有天然气、煤炭、石油、核能、风电、公用事业级及分布式太阳能等发电资产，服务超700万零售用户。
ACT vs CWEN — 直观对比
营收规模更大
CWEN
是对方的1.1倍
$312.1M
营收增速更快
CWEN
高出17.1%
1.7%
净利率更高
ACT
高出73.0%
-19.2%
两年增速更快
ACT
近两年复合增速
-1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $354.0M |
| 净利润 | $168.0M | $-68.0M |
| 毛利率 | — | — |
| 营业利润率 | — | 5.6% |
| 净利率 | 53.8% | -19.2% |
| 营收同比 | 1.7% | 18.8% |
| 净利润同比 | 1.2% | 34.6% |
| 每股收益（稀释后） | $1.18 | — |
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ACTCWEN
| Q1 26 | $312.1M | $354.0M | ||
| Q4 25 | $312.7M | $310.0M | ||
| Q3 25 | $311.5M | $429.0M | ||
| Q2 25 | $304.9M | $392.0M | ||
| Q1 25 | $306.8M | $298.0M | ||
| Q4 24 | $301.8M | $256.0M | ||
| Q3 24 | $309.6M | $486.0M | ||
| Q2 24 | $298.8M | $366.0M |
净利润ACTCWEN
| Q1 26 | $168.0M | $-68.0M | ||
| Q4 25 | — | $-104.0M | ||
| Q3 25 | — | $236.0M | ||
| Q2 25 | — | $33.0M | ||
| Q1 25 | — | $4.0M | ||
| Q4 24 | — | $3.0M | ||
| Q3 24 | — | $36.0M | ||
| Q2 24 | — | $51.0M |
毛利率ACTCWEN
| Q1 26 | — | — | ||
| Q4 25 | — | 51.9% | ||
| Q3 25 | — | 70.2% | ||
| Q2 25 | — | 66.6% | ||
| Q1 25 | — | 59.1% | ||
| Q4 24 | — | 52.0% | ||
| Q3 24 | — | 72.2% | ||
| Q2 24 | — | 68.0% |
营业利润率ACTCWEN
| Q1 26 | — | 5.6% | ||
| Q4 25 | 71.3% | -11.9% | ||
| Q3 25 | 67.4% | 26.1% | ||
| Q2 25 | 70.4% | 21.7% | ||
| Q1 25 | 68.9% | — | ||
| Q4 24 | 68.9% | -14.5% | ||
| Q3 24 | 74.1% | 36.6% | ||
| Q2 24 | 78.6% | 23.0% |
净利率ACTCWEN
| Q1 26 | 53.8% | -19.2% | ||
| Q4 25 | — | -33.5% | ||
| Q3 25 | — | 55.0% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 1.3% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 13.9% |
每股收益（稀释后）ACTCWEN
| Q1 26 | $1.18 | — | ||
| 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 | — |
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 | $325.0M |
| 总债务越低越好 | $744.9M | $9.1B |
| 股东权益账面价值 | $5.3B | $5.5B |
| 总资产 | $7.0B | $16.9B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.66× |
8季度趋势，按日历期对齐
现金及短期投资ACTCWEN
| Q1 26 | $549.0M | $325.0M | ||
| Q4 25 | $582.5M | $231.0M | ||
| Q3 25 | $545.6M | $251.0M | ||
| Q2 25 | $616.0M | $260.0M | ||
| Q1 25 | $639.0M | $297.0M | ||
| Q4 24 | $602.8M | $332.0M | ||
| Q3 24 | $674.9M | $292.0M | ||
| Q2 24 | $711.3M | $226.0M |
总债务ACTCWEN
| Q1 26 | $744.9M | $9.1B | ||
| Q4 25 | $744.5M | $7.9B | ||
| Q3 25 | $744.1M | $8.1B | ||
| Q2 25 | $743.8M | $8.3B | ||
| Q1 25 | $743.4M | $7.2B | ||
| Q4 24 | $743.0M | $6.8B | ||
| Q3 24 | $742.7M | $6.7B | ||
| Q2 24 | $742.4M | $6.8B |
股东权益ACTCWEN
| Q1 26 | $5.3B | $5.5B | ||
| Q4 25 | $5.4B | $5.8B | ||
| Q3 25 | $5.3B | $5.7B | ||
| Q2 25 | $5.2B | $5.5B | ||
| Q1 25 | $5.1B | $5.4B | ||
| Q4 24 | $5.0B | $5.6B | ||
| Q3 24 | $5.0B | $5.6B | ||
| Q2 24 | $4.8B | $5.7B |
总资产ACTCWEN
| Q1 26 | $7.0B | $16.9B | ||
| Q4 25 | $6.9B | $16.7B | ||
| Q3 25 | $6.9B | $16.1B | ||
| Q2 25 | $6.8B | $16.0B | ||
| Q1 25 | $6.7B | $14.6B | ||
| Q4 24 | $6.5B | $14.3B | ||
| Q3 24 | $6.6B | $14.2B | ||
| Q2 24 | $6.3B | $14.5B |
负债/权益比ACTCWEN
| Q1 26 | 0.14× | 1.66× | ||
| Q4 25 | 0.14× | 1.36× | ||
| Q3 25 | 0.14× | 1.41× | ||
| Q2 25 | 0.14× | 1.49× | ||
| Q1 25 | 0.15× | 1.33× | ||
| Q4 24 | 0.15× | 1.21× | ||
| Q3 24 | 0.15× | 1.20× | ||
| Q2 24 | 0.15× | 1.19× |
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 | — | $401.0M |
| 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 | — | 21.2% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTCWEN
| Q1 26 | — | $401.0M | ||
| Q4 25 | $724.5M | $177.0M | ||
| Q3 25 | $192.0M | $225.0M | ||
| Q2 25 | $119.5M | $191.0M | ||
| Q1 25 | $226.7M | $95.0M | ||
| Q4 24 | $686.3M | $192.0M | ||
| Q3 24 | $188.1M | $301.0M | ||
| Q2 24 | $144.7M | $196.0M |
自由现金流ACTCWEN
| Q1 26 | — | — | ||
| Q4 25 | — | $71.0M | ||
| Q3 25 | — | $144.0M | ||
| Q2 25 | — | $115.0M | ||
| Q1 25 | — | $39.0M | ||
| Q4 24 | — | $142.0M | ||
| Q3 24 | — | $266.0M | ||
| Q2 24 | — | $92.0M |
自由现金流率ACTCWEN
| Q1 26 | — | — | ||
| Q4 25 | — | 22.9% | ||
| Q3 25 | — | 33.6% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 13.1% | ||
| Q4 24 | — | 55.5% | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 25.1% |
资本支出强度ACTCWEN
| Q1 26 | — | 21.2% | ||
| Q4 25 | — | 34.2% | ||
| Q3 25 | — | 18.9% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 18.8% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 7.2% | ||
| Q2 24 | — | 28.4% |
现金转化率ACTCWEN
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.95× | ||
| Q2 25 | — | 5.79× | ||
| Q1 25 | — | 23.75× | ||
| Q4 24 | — | 64.00× | ||
| Q3 24 | — | 8.36× | ||
| Q2 24 | — | 3.84× |
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% |
CWEN
暂无分部数据
