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Enact Holdings, Inc.（ACT）与DAKTRONICS INC（DAKT）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DAKTRONICS INC的1.4倍（$312.7M vs $229.3M），DAKTRONICS INC同比增速更快（10.0% vs 3.6%），过去两年DAKTRONICS INC的营收复合增速更高（16.0% 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。
达科电子是一家总部位于美国南达科他州布鲁金斯的企业，由两名南达科他州立大学教授于1968年创立，主营业务涵盖视频显示屏、记分牌、数字广告牌、动态信息标识、音响系统及相关产品的设计、生产、销售与服务。
ACT vs DAKT — 直观对比
营收规模更大
ACT
是对方的1.4倍
$229.3M
营收增速更快
DAKT
高出6.4%
3.6%
两年增速更快
DAKT
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $229.3M |
| 净利润 | — | $17.5M |
| 毛利率 | — | 27.0% |
| 营业利润率 | 71.3% | 9.4% |
| 净利率 | — | 7.6% |
| 营收同比 | 3.6% | 10.0% |
| 净利润同比 | — | -18.3% |
| 每股收益（稀释后） | $1.23 | $0.35 |
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ACTDAKT
| Q4 25 | $312.7M | $229.3M | ||
| Q3 25 | $311.5M | $219.0M | ||
| Q2 25 | $304.9M | $172.6M | ||
| Q1 25 | $306.8M | $149.5M | ||
| Q4 24 | $301.8M | $208.3M | ||
| Q3 24 | $309.6M | $226.1M | ||
| Q2 24 | $298.8M | $215.9M | ||
| Q1 24 | $291.6M | $170.3M |
净利润ACTDAKT
| Q4 25 | — | $17.5M | ||
| Q3 25 | — | $16.5M | ||
| Q2 25 | — | $-9.4M | ||
| Q1 25 | — | $-17.2M | ||
| Q4 24 | — | $21.4M | ||
| Q3 24 | — | $-4.9M | ||
| Q2 24 | — | $2.5M | ||
| Q1 24 | — | $10.7M |
毛利率ACTDAKT
| Q4 25 | — | 27.0% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 26.4% | ||
| Q2 24 | — | 25.7% | ||
| Q1 24 | — | 24.5% |
营业利润率ACTDAKT
| Q4 25 | 71.3% | 9.4% | ||
| Q3 25 | 67.4% | 10.6% | ||
| Q2 25 | 70.4% | -1.0% | ||
| Q1 25 | 68.9% | -2.4% | ||
| Q4 24 | 68.9% | 7.6% | ||
| Q3 24 | 74.1% | 10.0% | ||
| Q2 24 | 78.6% | 9.0% | ||
| Q1 24 | 70.6% | 4.7% |
净利率ACTDAKT
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | -5.5% | ||
| Q1 25 | — | -11.5% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | -2.2% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 6.3% |
每股收益（稀释后）ACTDAKT
| Q4 25 | $1.23 | $0.35 | ||
| Q3 25 | $1.10 | $0.33 | ||
| Q2 25 | $1.11 | $0.04 | ||
| Q1 25 | $1.08 | $-0.36 | ||
| Q4 24 | $1.05 | $0.22 | ||
| Q3 24 | $1.15 | $-0.11 | ||
| Q2 24 | $1.16 | $0.18 | ||
| Q1 24 | $1.01 | $0.09 |
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 | $149.6M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $297.5M |
| 总资产 | $6.9B | $548.4M |
| 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ACTDAKT
| Q4 25 | $582.5M | $149.6M | ||
| Q3 25 | $545.6M | $136.9M | ||
| Q2 25 | $616.0M | $127.5M | ||
| Q1 25 | $639.0M | $132.2M | ||
| Q4 24 | $602.8M | $134.4M | ||
| Q3 24 | $674.9M | $96.8M | ||
| Q2 24 | $711.3M | $81.3M | ||
| Q1 24 | $624.3M | $76.8M |
总债务ACTDAKT
| 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ACTDAKT
| Q4 25 | $5.4B | $297.5M | ||
| Q3 25 | $5.3B | $279.8M | ||
| Q2 25 | $5.2B | $271.9M | ||
| Q1 25 | $5.1B | $272.3M | ||
| Q4 24 | $5.0B | $260.9M | ||
| Q3 24 | $5.0B | $238.2M | ||
| Q2 24 | $4.8B | $238.8M | ||
| Q1 24 | $4.7B | $236.2M |
总资产ACTDAKT
| Q4 25 | $6.9B | $548.4M | ||
| Q3 25 | $6.9B | $545.6M | ||
| Q2 25 | $6.8B | $502.9M | ||
| Q1 25 | $6.7B | $524.2M | ||
| Q4 24 | $6.5B | $551.9M | ||
| Q3 24 | $6.6B | $553.9M | ||
| Q2 24 | $6.3B | $527.9M | ||
| Q1 24 | $6.3B | $499.2M |
负债/权益比ACTDAKT
| 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 | $16.5M |
| 自由现金流经营现金流 - 资本支出 | — | $14.0M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 0.94× |
| 过去12个月自由现金流最近4个季度 | — | $61.7M |
8季度趋势，按日历期对齐
经营现金流ACTDAKT
| Q4 25 | $724.5M | $16.5M | ||
| Q3 25 | $192.0M | $26.1M | ||
| Q2 25 | $119.5M | $22.9M | ||
| Q1 25 | $226.7M | $12.0M | ||
| Q4 24 | $686.3M | $43.3M | ||
| Q3 24 | $188.1M | $19.5M | ||
| Q2 24 | $144.7M | $9.5M | ||
| Q1 24 | $187.3M | $9.5M |
自由现金流ACTDAKT
| Q4 25 | — | $14.0M | ||
| Q3 25 | — | $21.8M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $7.8M | ||
| Q4 24 | — | $38.0M | ||
| Q3 24 | — | $14.4M | ||
| Q2 24 | — | $6.1M | ||
| Q1 24 | — | $5.1M |
自由现金流率ACTDAKT
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 10.0% | ||
| Q2 25 | — | 10.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | — | 6.4% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.0% |
资本支出强度ACTDAKT
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 2.6% |
现金转化率ACTDAKT
| Q4 25 | — | 0.94× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.75× | ||
| Q1 24 | — | 0.88× |
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
DAKT
| Live Events Segment | $81.5M | 36% |
| Transferred At Point In Time | $41.9M | 18% |
| Limited Configuration | $39.2M | 17% |
| Other | $30.6M | 13% |
| Transportation Segment | $21.3M | 9% |
| Transferred Over Time | $8.8M | 4% |
| Unique Configuration | $6.0M | 3% |
