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Enact Holdings, Inc.（ACT）与DXP ENTERPRISES INC（DXPE）财务数据对比。点击上方公司名可切换其他公司
DXP ENTERPRISES INC的季度营收约是Enact Holdings, Inc.的1.7倍（$527.4M vs $312.7M），DXP ENTERPRISES INC同比增速更快（12.0% vs 3.6%），过去两年DXP ENTERPRISES INC的营收复合增速更高（13.1% 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。
DXP Enterprises Inc.是一家领先的工业分销企业，提供维护、维修、运营（MRO）用品、流体处理设备、泵系统及相关技术服务，主要服务制造业、能源、矿业、建筑等领域客户，核心市场覆盖北美地区。
ACT vs DXPE — 直观对比
营收规模更大
DXPE
是对方的1.7倍
$312.7M
营收增速更快
DXPE
高出8.4%
3.6%
两年增速更快
DXPE
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $527.4M |
| 净利润 | — | $22.8M |
| 毛利率 | — | 31.6% |
| 营业利润率 | 71.3% | 8.8% |
| 净利率 | — | 4.3% |
| 营收同比 | 3.6% | 12.0% |
| 净利润同比 | — | 6.9% |
| 每股收益（稀释后） | $1.23 | $1.38 |
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ACTDXPE
| Q4 25 | $312.7M | $527.4M | ||
| Q3 25 | $311.5M | $513.7M | ||
| Q2 25 | $304.9M | $498.7M | ||
| Q1 25 | $306.8M | $476.6M | ||
| Q4 24 | $301.8M | $470.9M | ||
| Q3 24 | $309.6M | $472.9M | ||
| Q2 24 | $298.8M | $445.6M | ||
| Q1 24 | $291.6M | $412.6M |
净利润ACTDXPE
| Q4 25 | — | $22.8M | ||
| Q3 25 | — | $21.6M | ||
| Q2 25 | — | $23.6M | ||
| Q1 25 | — | $20.6M | ||
| Q4 24 | — | $21.4M | ||
| Q3 24 | — | $21.1M | ||
| Q2 24 | — | $16.7M | ||
| Q1 24 | — | $11.3M |
毛利率ACTDXPE
| Q4 25 | — | 31.6% | ||
| Q3 25 | — | 31.4% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 31.5% | ||
| Q3 24 | — | 30.9% | ||
| Q2 24 | — | 30.9% | ||
| Q1 24 | — | 30.0% |
营业利润率ACTDXPE
| Q4 25 | 71.3% | 8.8% | ||
| Q3 25 | 67.4% | 8.5% | ||
| Q2 25 | 70.4% | 9.2% | ||
| Q1 25 | 68.9% | 8.5% | ||
| Q4 24 | 68.9% | 8.3% | ||
| Q3 24 | 74.1% | 8.4% | ||
| Q2 24 | 78.6% | 8.4% | ||
| Q1 24 | 70.6% | 7.1% |
净利率ACTDXPE
| Q4 25 | — | 4.3% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 3.7% | ||
| Q1 24 | — | 2.7% |
每股收益（稀释后）ACTDXPE
| Q4 25 | $1.23 | $1.38 | ||
| Q3 25 | $1.10 | $1.31 | ||
| Q2 25 | $1.11 | $1.43 | ||
| Q1 25 | $1.08 | $1.25 | ||
| Q4 24 | $1.05 | $1.28 | ||
| Q3 24 | $1.15 | $1.27 | ||
| Q2 24 | $1.16 | $1.00 | ||
| Q1 24 | $1.01 | $0.67 |
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 | $303.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $498.4M |
| 总资产 | $6.9B | $1.7B |
| 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ACTDXPE
| Q4 25 | $582.5M | $303.8M | ||
| Q3 25 | $545.6M | $123.8M | ||
| Q2 25 | $616.0M | $112.9M | ||
| Q1 25 | $639.0M | $114.3M | ||
| Q4 24 | $602.8M | $148.3M | ||
| Q3 24 | $674.9M | $35.0M | ||
| Q2 24 | $711.3M | $49.9M | ||
| Q1 24 | $624.3M | $139.7M |
总债务ACTDXPE
| 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ACTDXPE
| Q4 25 | $5.4B | $498.4M | ||
| Q3 25 | $5.3B | $488.3M | ||
| Q2 25 | $5.2B | $468.1M | ||
| Q1 25 | $5.1B | $444.7M | ||
| Q4 24 | $5.0B | $422.8M | ||
| Q3 24 | $5.0B | $402.4M | ||
| Q2 24 | $4.8B | $384.7M | ||
| Q1 24 | $4.7B | $375.5M |
总资产ACTDXPE
| Q4 25 | $6.9B | $1.7B | ||
| Q3 25 | $6.9B | $1.4B | ||
| Q2 25 | $6.8B | $1.4B | ||
| Q1 25 | $6.7B | $1.4B | ||
| Q4 24 | $6.5B | $1.3B | ||
| Q3 24 | $6.6B | $1.2B | ||
| Q2 24 | $6.3B | $1.2B | ||
| Q1 24 | $6.3B | $1.2B |
负债/权益比ACTDXPE
| 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 | $37.8M |
| 自由现金流经营现金流 - 资本支出 | — | $34.5M |
| 自由现金流率自由现金流/营收 | — | 6.5% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 1.65× |
| 过去12个月自由现金流最近4个季度 | — | $54.0M |
8季度趋势，按日历期对齐
经营现金流ACTDXPE
| Q4 25 | $724.5M | $37.8M | ||
| Q3 25 | $192.0M | $34.9M | ||
| Q2 25 | $119.5M | $18.6M | ||
| Q1 25 | $226.7M | $3.0M | ||
| Q4 24 | $686.3M | $32.1M | ||
| Q3 24 | $188.1M | $28.3M | ||
| Q2 24 | $144.7M | $14.7M | ||
| Q1 24 | $187.3M | $27.0M |
自由现金流ACTDXPE
| Q4 25 | — | $34.5M | ||
| Q3 25 | — | $28.1M | ||
| Q2 25 | — | $8.3M | ||
| Q1 25 | — | $-16.9M | ||
| Q4 24 | — | $22.7M | ||
| Q3 24 | — | $24.4M | ||
| Q2 24 | — | $5.9M | ||
| Q1 24 | — | $24.1M |
自由现金流率ACTDXPE
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 5.5% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | — | -3.6% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 5.8% |
资本支出强度ACTDXPE
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 0.7% |
现金转化率ACTDXPE
| Q4 25 | — | 1.65× | ||
| Q3 25 | — | 1.61× | ||
| Q2 25 | — | 0.79× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 1.50× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 2.38× |
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
DXPE
| Service Centers | $356.2M | 68% |
| Innovative Pumping Solutions | $110.0M | 21% |
| Supply Chain Services | $61.2M | 12% |
