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Enact Holdings, Inc.（ACT）与ESCO TECHNOLOGIES INC（ESE）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ESCO TECHNOLOGIES INC的1.1倍（$312.7M vs $289.7M），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 3.6%），过去两年ESCO TECHNOLOGIES INC的营收复合增速更高（7.8% 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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
ACT vs ESE — 直观对比
营收规模更大
ACT
是对方的1.1倍
$289.7M
营收增速更快
ESE
高出13.6%
3.6%
两年增速更快
ESE
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $289.7M |
| 净利润 | — | $28.7M |
| 毛利率 | — | 41.4% |
| 营业利润率 | 71.3% | 13.2% |
| 净利率 | — | 9.9% |
| 营收同比 | 3.6% | 17.3% |
| 净利润同比 | — | 22.2% |
| 每股收益（稀释后） | $1.23 | $1.11 |
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ACTESE
| Q4 25 | $312.7M | $289.7M | ||
| Q3 25 | $311.5M | $286.5M | ||
| Q2 25 | $304.9M | $296.3M | ||
| Q1 25 | $306.8M | $265.5M | ||
| Q4 24 | $301.8M | $247.0M | ||
| Q3 24 | $309.6M | $298.5M | ||
| Q2 24 | $298.8M | $260.8M | ||
| Q1 24 | $291.6M | $249.1M |
净利润ACTESE
| Q4 25 | — | $28.7M | ||
| Q3 25 | — | $218.7M | ||
| Q2 25 | — | $26.1M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | — | $23.5M | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | $29.2M | ||
| Q1 24 | — | $23.2M |
毛利率ACTESE
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
营业利润率ACTESE
| Q4 25 | 71.3% | 13.2% | ||
| Q3 25 | 67.4% | 17.2% | ||
| Q2 25 | 70.4% | 11.2% | ||
| Q1 25 | 68.9% | 15.3% | ||
| Q4 24 | 68.9% | 11.4% | ||
| Q3 24 | 74.1% | 14.8% | ||
| Q2 24 | 78.6% | 14.3% | ||
| Q1 24 | 70.6% | 11.7% |
净利率ACTESE
| Q4 25 | — | 9.9% | ||
| Q3 25 | — | 76.3% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | — | 9.3% |
每股收益（稀释后）ACTESE
| Q4 25 | $1.23 | $1.11 | ||
| Q3 25 | $1.10 | $8.43 | ||
| Q2 25 | $1.11 | $1.01 | ||
| Q1 25 | $1.08 | $1.20 | ||
| Q4 24 | $1.05 | $0.91 | ||
| Q3 24 | $1.15 | $1.32 | ||
| Q2 24 | $1.16 | $1.13 | ||
| Q1 24 | $1.01 | $0.90 |
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 | $103.8M |
| 总债务越低越好 | $744.5M | $145.5M |
| 股东权益账面价值 | $5.4B | $1.6B |
| 总资产 | $6.9B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资ACTESE
| Q4 25 | $582.5M | $103.8M | ||
| Q3 25 | $545.6M | $101.3M | ||
| Q2 25 | $616.0M | $78.7M | ||
| Q1 25 | $639.0M | $57.4M | ||
| Q4 24 | $602.8M | $71.3M | ||
| Q3 24 | $674.9M | $66.0M | ||
| Q2 24 | $711.3M | $63.0M | ||
| Q1 24 | $624.3M | $59.4M |
总债务ACTESE
| Q4 25 | $744.5M | $145.5M | ||
| Q3 25 | $744.1M | $186.0M | ||
| Q2 25 | $743.8M | $525.0M | ||
| Q1 25 | $743.4M | $88.0M | ||
| Q4 24 | $743.0M | $112.0M | ||
| Q3 24 | $742.7M | $122.0M | ||
| Q2 24 | $742.4M | $173.0M | ||
| Q1 24 | $746.1M | $191.0M |
股东权益ACTESE
| Q4 25 | $5.4B | $1.6B | ||
| Q3 25 | $5.3B | $1.5B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.8B | $1.2B | ||
| Q1 24 | $4.7B | $1.2B |
总资产ACTESE
| Q4 25 | $6.9B | $2.4B | ||
| Q3 25 | $6.9B | $2.4B | ||
| Q2 25 | $6.8B | $2.5B | ||
| Q1 25 | $6.7B | $1.8B | ||
| Q4 24 | $6.5B | $1.8B | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.8B | ||
| Q1 24 | $6.3B | $1.8B |
负债/权益比ACTESE
| Q4 25 | 0.14× | 0.09× | ||
| Q3 25 | 0.14× | 0.12× | ||
| Q2 25 | 0.14× | 0.40× | ||
| Q1 25 | 0.15× | 0.07× | ||
| Q4 24 | 0.15× | 0.09× | ||
| Q3 24 | 0.15× | 0.10× | ||
| Q2 24 | 0.15× | 0.14× | ||
| Q1 24 | 0.16× | 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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.0M |
| 自由现金流率自由现金流/营收 | — | 21.7% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | — | 2.40× |
| 过去12个月自由现金流最近4个季度 | — | $239.6M |
8季度趋势，按日历期对齐
经营现金流ACTESE
| Q4 25 | $724.5M | $68.9M | ||
| Q3 25 | $192.0M | $109.9M | ||
| Q2 25 | $119.5M | $73.7M | ||
| Q1 25 | $226.7M | $24.1M | ||
| Q4 24 | $686.3M | $34.2M | ||
| Q3 24 | $188.1M | $72.1M | ||
| Q2 24 | $144.7M | $36.2M | ||
| Q1 24 | $187.3M | $10.5M |
自由现金流ACTESE
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M | ||
| Q1 24 | — | $2.0M |
自由现金流率ACTESE
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 0.8% |
资本支出强度ACTESE
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 3.8% | ||
| Q2 24 | — | 3.3% | ||
| Q1 24 | — | 3.4% |
现金转化率ACTESE
| Q4 25 | — | 2.40× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 1.46× | ||
| Q3 24 | — | 2.10× | ||
| Q2 24 | — | 1.24× | ||
| Q1 24 | — | 0.45× |
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
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
