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Enact Holdings, Inc.（ACT）与EDGEWELL PERSONAL CARE Co（EPC）财务数据对比。点击上方公司名可切换其他公司
EDGEWELL PERSONAL CARE Co的季度营收约是Enact Holdings, Inc.的1.4倍（$422.8M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -11.6%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -16.0%）
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。
Edgewell个人护理是一家总部位于美国康涅狄格州谢尔顿的跨国消费品企业，主营业务聚焦个人护理产品领域。公司在2015年从劲量控股分拆后正式成立，目前在全球多个市场开展个人护理相关业务。
ACT vs EPC — 直观对比
营收规模更大
EPC
是对方的1.4倍
$312.7M
营收增速更快
ACT
高出15.2%
-11.6%
两年增速更快
ACT
近两年复合增速
-16.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $422.8M |
| 净利润 | — | $-65.7M |
| 毛利率 | — | 38.1% |
| 营业利润率 | 71.3% | -4.5% |
| 净利率 | — | -15.5% |
| 营收同比 | 3.6% | -11.6% |
| 净利润同比 | — | -3028.6% |
| 每股收益（稀释后） | $1.23 | $-1.41 |
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ACTEPC
| Q4 25 | $312.7M | $422.8M | ||
| Q3 25 | $311.5M | $600.5M | ||
| Q2 25 | $304.9M | $627.2M | ||
| Q1 25 | $306.8M | $580.7M | ||
| Q4 24 | $301.8M | $415.1M | ||
| Q3 24 | $309.6M | $517.6M | ||
| Q2 24 | $298.8M | $647.8M | ||
| Q1 24 | $291.6M | $599.4M |
净利润ACTEPC
| Q4 25 | — | $-65.7M | ||
| Q3 25 | — | $-30.6M | ||
| Q2 25 | — | $29.1M | ||
| Q1 25 | — | $29.0M | ||
| Q4 24 | — | $-2.1M | ||
| Q3 24 | — | $8.8M | ||
| Q2 24 | — | $49.0M | ||
| Q1 24 | — | $36.0M |
毛利率ACTEPC
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 37.9% | ||
| Q2 25 | — | 42.8% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 41.6% | ||
| Q3 24 | — | 41.1% | ||
| Q2 24 | — | 44.3% | ||
| Q1 24 | — | 43.1% |
营业利润率ACTEPC
| Q4 25 | 71.3% | -4.5% | ||
| Q3 25 | 67.4% | -4.2% | ||
| Q2 25 | 70.4% | 8.6% | ||
| Q1 25 | 68.9% | 10.1% | ||
| Q4 24 | 68.9% | 2.2% | ||
| Q3 24 | 74.1% | 3.9% | ||
| Q2 24 | 78.6% | 12.8% | ||
| Q1 24 | 70.6% | 11.7% |
净利率ACTEPC
| Q4 25 | — | -15.5% | ||
| Q3 25 | — | -5.1% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 7.6% | ||
| Q1 24 | — | 6.0% |
每股收益（稀释后）ACTEPC
| Q4 25 | $1.23 | $-1.41 | ||
| Q3 25 | $1.10 | $-0.65 | ||
| Q2 25 | $1.11 | $0.62 | ||
| Q1 25 | $1.08 | $0.60 | ||
| Q4 24 | $1.05 | $-0.04 | ||
| Q3 24 | $1.15 | $0.18 | ||
| Q2 24 | $1.16 | $0.98 | ||
| Q1 24 | $1.01 | $0.72 |
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 | — |
| 总债务越低越好 | $744.5M | $1.5B |
| 股东权益账面价值 | $5.4B | $1.5B |
| 总资产 | $6.9B | $3.8B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.03× |
8季度趋势，按日历期对齐
现金及短期投资ACTEPC
| Q4 25 | $582.5M | — | ||
| Q3 25 | $545.6M | — | ||
| Q2 25 | $616.0M | — | ||
| Q1 25 | $639.0M | — | ||
| Q4 24 | $602.8M | — | ||
| Q3 24 | $674.9M | $209.1M | ||
| Q2 24 | $711.3M | — | ||
| Q1 24 | $624.3M | — |
总债务ACTEPC
| Q4 25 | $744.5M | $1.5B | ||
| Q3 25 | $744.1M | $1.4B | ||
| Q2 25 | $743.8M | $1.4B | ||
| Q1 25 | $743.4M | $1.4B | ||
| Q4 24 | $743.0M | $1.4B | ||
| Q3 24 | $742.7M | $1.3B | ||
| Q2 24 | $742.4M | $1.3B | ||
| Q1 24 | $746.1M | $1.4B |
股东权益ACTEPC
| Q4 25 | $5.4B | $1.5B | ||
| Q3 25 | $5.3B | $1.6B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.1B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $5.0B | $1.6B | ||
| Q2 24 | $4.8B | $1.6B | ||
| Q1 24 | $4.7B | $1.6B |
总资产ACTEPC
| Q4 25 | $6.9B | $3.8B | ||
| Q3 25 | $6.9B | $3.8B | ||
| Q2 25 | $6.8B | $3.8B | ||
| Q1 25 | $6.7B | $3.8B | ||
| Q4 24 | $6.5B | $3.7B | ||
| Q3 24 | $6.6B | $3.7B | ||
| Q2 24 | $6.3B | $3.7B | ||
| Q1 24 | $6.3B | $3.8B |
负债/权益比ACTEPC
| Q4 25 | 0.14× | 1.03× | ||
| Q3 25 | 0.14× | 0.89× | ||
| Q2 25 | 0.14× | 0.88× | ||
| Q1 25 | 0.15× | 0.95× | ||
| Q4 24 | 0.15× | 0.97× | ||
| Q3 24 | 0.15× | 0.81× | ||
| Q2 24 | 0.15× | 0.82× | ||
| Q1 24 | 0.16× | 0.88× |
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 | $-125.9M |
| 自由现金流经营现金流 - 资本支出 | — | $-137.5M |
| 自由现金流率自由现金流/营收 | — | -32.5% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $36.3M |
8季度趋势，按日历期对齐
经营现金流ACTEPC
| Q4 25 | $724.5M | $-125.9M | ||
| Q3 25 | $192.0M | $74.1M | ||
| Q2 25 | $119.5M | $114.8M | ||
| Q1 25 | $226.7M | $45.1M | ||
| Q4 24 | $686.3M | $-115.6M | ||
| Q3 24 | $188.1M | $-388.3M | ||
| Q2 24 | $144.7M | $101.2M | ||
| Q1 24 | $187.3M | $129.0M |
自由现金流ACTEPC
| Q4 25 | — | $-137.5M | ||
| Q3 25 | — | $46.5M | ||
| Q2 25 | — | $99.3M | ||
| Q1 25 | — | $28.0M | ||
| Q4 24 | — | $-132.4M | ||
| Q3 24 | — | $-414.2M | ||
| Q2 24 | — | $88.6M | ||
| Q1 24 | — | $117.5M |
自由现金流率ACTEPC
| Q4 25 | — | -32.5% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 15.8% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | -31.9% | ||
| Q3 24 | — | -80.0% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | — | 19.6% |
资本支出强度ACTEPC
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | 1.9% | ||
| Q1 24 | — | 1.9% |
现金转化率ACTEPC
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.95× | ||
| Q1 25 | — | 1.56× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -44.13× | ||
| Q2 24 | — | 2.07× | ||
| Q1 24 | — | 3.58× |
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
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
