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Enact Holdings, Inc.(ACT)与富兰克林电气(FELE)财务数据对比。点击上方公司名可切换其他公司
富兰克林电气的季度营收约是Enact Holdings, Inc.的1.6倍($500.4M vs $312.7M),富兰克林电气同比增速更快(9.9% vs 3.6%),过去两年Enact Holdings, Inc.的营收复合增速更高(3.6% vs -4.0%)
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商,主营泵类、电机、驱动器及控制设备,产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡,在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地,为全球客户提供可靠的流体运输与能源管理解决方案。
ACT vs FELE — 直观对比
营收规模更大
FELE
是对方的1.6倍
$312.7M
营收增速更快
FELE
高出6.3%
3.6%
两年增速更快
ACT
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $500.4M |
| 净利润 | — | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 71.3% | 9.6% |
| 净利率 | — | 6.9% |
| 营收同比 | 3.6% | 9.9% |
| 净利润同比 | — | 10.6% |
| 每股收益(稀释后) | $1.23 | $0.77 |
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
ACT
FELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $312.7M | $506.9M | ||
| Q3 25 | $311.5M | $581.7M | ||
| Q2 25 | $304.9M | $587.4M | ||
| Q1 25 | $306.8M | $455.2M | ||
| Q4 24 | $301.8M | $485.7M | ||
| Q3 24 | $309.6M | $531.4M | ||
| Q2 24 | $298.8M | $543.3M |
净利润
ACT
FELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | — | $39.3M | ||
| Q3 25 | — | $16.7M | ||
| Q2 25 | — | $60.1M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | — | $33.7M | ||
| Q3 24 | — | $54.6M | ||
| Q2 24 | — | $59.1M |
毛利率
ACT
FELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 36.1% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 36.8% |
营业利润率
ACT
FELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 71.3% | 10.2% | ||
| Q3 25 | 67.4% | 14.6% | ||
| Q2 25 | 70.4% | 15.0% | ||
| Q1 25 | 68.9% | 9.7% | ||
| Q4 24 | 68.9% | 8.9% | ||
| Q3 24 | 74.1% | 13.8% | ||
| Q2 24 | 78.6% | 14.6% |
净利率
ACT
FELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 10.9% |
每股收益(稀释后)
ACT
FELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.23 | $0.87 | ||
| Q3 25 | $1.10 | $0.37 | ||
| Q2 25 | $1.11 | $1.31 | ||
| Q1 25 | $1.08 | $0.67 | ||
| Q4 24 | $1.05 | $0.73 | ||
| Q3 24 | $1.15 | $1.17 | ||
| Q2 24 | $1.16 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | $744.5M | $134.4M |
| 股东权益账面价值 | $5.4B | $1.3B |
| 总资产 | $6.9B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.10× |
8季度趋势,按日历期对齐
现金及短期投资
ACT
FELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $582.5M | $99.7M | ||
| Q3 25 | $545.6M | $102.9M | ||
| Q2 25 | $616.0M | $104.6M | ||
| Q1 25 | $639.0M | $84.0M | ||
| Q4 24 | $602.8M | $220.5M | ||
| Q3 24 | $674.9M | $106.3M | ||
| Q2 24 | $711.3M | $58.1M |
总债务
ACT
FELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | $744.5M | $135.2M | ||
| Q3 25 | $744.1M | $135.2M | ||
| Q2 25 | $743.8M | $14.5M | ||
| Q1 25 | $743.4M | $14.9M | ||
| Q4 24 | $743.0M | $11.6M | ||
| Q3 24 | $742.7M | $11.6M | ||
| Q2 24 | $742.4M | $87.2M |
股东权益
ACT
FELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $5.0B | $1.3B | ||
| Q2 24 | $4.8B | $1.2B |
总资产
ACT
FELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $6.9B | $1.9B | ||
| Q3 25 | $6.9B | $2.0B | ||
| Q2 25 | $6.8B | $2.0B | ||
| Q1 25 | $6.7B | $1.9B | ||
| Q4 24 | $6.5B | $1.8B | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.8B |
负债/权益比
ACT
FELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.14× | 0.10× | ||
| Q3 25 | 0.14× | 0.10× | ||
| Q2 25 | 0.14× | 0.01× | ||
| Q1 25 | 0.15× | 0.01× | ||
| Q4 24 | 0.15× | 0.01× | ||
| Q3 24 | 0.15× | 0.01× | ||
| Q2 24 | 0.15× | 0.07× |
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 | — |
| 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 | — | — |
| 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
ACT
FELE
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $104.2M | ||
| Q3 25 | $192.0M | $102.7M | ||
| Q2 25 | $119.5M | $51.5M | ||
| Q1 25 | $226.7M | $-19.5M | ||
| Q4 24 | $686.3M | $110.3M | ||
| Q3 24 | $188.1M | $116.1M | ||
| Q2 24 | $144.7M | $36.4M |
自由现金流
ACT
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | $88.7M | ||
| Q3 25 | — | $91.3M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $-26.3M | ||
| Q4 24 | — | $97.5M | ||
| Q3 24 | — | $106.6M | ||
| Q2 24 | — | $26.1M |
自由现金流率
ACT
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 15.7% | ||
| Q2 25 | — | 6.8% | ||
| Q1 25 | — | -5.8% | ||
| Q4 24 | — | 20.1% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 4.8% |
资本支出强度
ACT
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.9% |
现金转化率
ACT
FELE
| Q1 26 | — | — | ||
| Q4 25 | — | 2.65× | ||
| Q3 25 | — | 6.14× | ||
| Q2 25 | — | 0.86× | ||
| Q1 25 | — | -0.63× | ||
| Q4 24 | — | 3.28× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图