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Enact Holdings, Inc.（ACT）与FTAI Infrastructure Inc.（FIP）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FTAI Infrastructure Inc.的1.7倍（$312.1M vs $188.4M），Enact Holdings, Inc.净利率更高（53.8% vs -79.7%，领先133.6%），FTAI Infrastructure Inc.同比增速更快（95.9% vs 1.7%），过去两年FTAI Infrastructure Inc.的营收复合增速更高（49.0% vs 2.2%）
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。
FTAI基础设施有限公司持有、运营并投资交通物流、中游能源、发电等核心领域的优质关键基础设施资产，主要面向北美市场，聚焦拥有稳定长期现金流、合同约定收入流的项目，为利益相关方创造可持续回报。
ACT vs FIP — 直观对比
营收规模更大
ACT
是对方的1.7倍
$188.4M
营收增速更快
FIP
高出94.2%
1.7%
净利率更高
ACT
高出133.6%
-79.7%
两年增速更快
FIP
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $188.4M |
| 净利润 | $168.0M | $-150.2M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 53.8% | -79.7% |
| 营收同比 | 1.7% | 95.9% |
| 净利润同比 | 1.2% | -387.6% |
| 每股收益（稀释后） | $1.18 | $-1.32 |
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ACTFIP
| Q1 26 | $312.1M | $188.4M | ||
| Q4 25 | $312.7M | $143.5M | ||
| Q3 25 | $311.5M | $140.6M | ||
| Q2 25 | $304.9M | $122.3M | ||
| Q1 25 | $306.8M | $96.2M | ||
| Q4 24 | $301.8M | $80.8M | ||
| Q3 24 | $309.6M | $83.3M | ||
| Q2 24 | $298.8M | $84.9M |
净利润ACTFIP
| Q1 26 | $168.0M | $-150.2M | ||
| Q4 25 | — | $-97.7M | ||
| Q3 25 | — | $-104.5M | ||
| Q2 25 | — | $-70.0M | ||
| Q1 25 | — | $120.2M | ||
| Q4 24 | — | $-124.7M | ||
| Q3 24 | — | $-43.0M | ||
| Q2 24 | — | $-48.1M |
营业利润率ACTFIP
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | -45.7% | ||
| Q3 25 | 67.4% | -70.8% | ||
| Q2 25 | 70.4% | -56.4% | ||
| Q1 25 | 68.9% | 81.8% | ||
| Q4 24 | 68.9% | -152.7% | ||
| Q3 24 | 74.1% | -51.7% | ||
| Q2 24 | 78.6% | -56.4% |
净利率ACTFIP
| Q1 26 | 53.8% | -79.7% | ||
| Q4 25 | — | -68.1% | ||
| Q3 25 | — | -74.4% | ||
| Q2 25 | — | -57.2% | ||
| Q1 25 | — | 125.0% | ||
| Q4 24 | — | -154.4% | ||
| Q3 24 | — | -51.6% | ||
| Q2 24 | — | -56.7% |
每股收益（稀释后）ACTFIP
| Q1 26 | $1.18 | $-1.32 | ||
| Q4 25 | $1.23 | $-1.04 | ||
| Q3 25 | $1.10 | $-1.38 | ||
| Q2 25 | $1.11 | $-0.73 | ||
| Q1 25 | $1.08 | $0.89 | ||
| Q4 24 | $1.05 | $-1.21 | ||
| Q3 24 | $1.15 | $-0.45 | ||
| Q2 24 | $1.16 | $-0.52 |
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 | $549.0M | $37.9M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $-122.5K |
| 总资产 | $7.0B | $5.7B |
| 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ACTFIP
| Q1 26 | $549.0M | $37.9M | ||
| Q4 25 | $582.5M | $57.4M | ||
| Q3 25 | $545.6M | $34.7M | ||
| Q2 25 | $616.0M | $33.6M | ||
| Q1 25 | $639.0M | $26.3M | ||
| Q4 24 | $602.8M | $27.8M | ||
| Q3 24 | $674.9M | $20.3M | ||
| Q2 24 | $711.3M | $33.1M |
总债务ACTFIP
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $3.8B | ||
| Q3 25 | $744.1M | $3.7B | ||
| Q2 25 | $743.8M | $3.1B | ||
| Q1 25 | $743.4M | $2.8B | ||
| Q4 24 | $743.0M | $1.6B | ||
| Q3 24 | $742.7M | $1.5B | ||
| Q2 24 | $742.4M | $1.6B |
股东权益ACTFIP
| Q1 26 | $5.3B | $-122.5K | ||
| Q4 25 | $5.4B | $21.3M | ||
| Q3 25 | $5.3B | $181.1M | ||
| Q2 25 | $5.2B | $375.5M | ||
| Q1 25 | $5.1B | $476.2M | ||
| Q4 24 | $5.0B | $202.7M | ||
| Q3 24 | $5.0B | $370.8M | ||
| Q2 24 | $4.8B | $394.8M |
总资产ACTFIP
| Q1 26 | $7.0B | $5.7B | ||
| Q4 25 | $6.9B | $5.7B | ||
| Q3 25 | $6.9B | $5.5B | ||
| Q2 25 | $6.8B | $4.4B | ||
| Q1 25 | $6.7B | $4.1B | ||
| Q4 24 | $6.5B | $2.4B | ||
| Q3 24 | $6.6B | $2.4B | ||
| Q2 24 | $6.3B | $2.5B |
负债/权益比ACTFIP
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 176.99× | ||
| Q3 25 | 0.14× | 20.59× | ||
| Q2 25 | 0.14× | 8.21× | ||
| Q1 25 | 0.15× | 5.79× | ||
| Q4 24 | 0.15× | 7.84× | ||
| Q3 24 | 0.15× | 4.14× | ||
| Q2 24 | 0.15× | 3.94× |
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 | — | $-69.4M |
| 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ACTFIP
| Q1 26 | — | $-69.4M | ||
| Q4 25 | $724.5M | $-2.8M | ||
| Q3 25 | $192.0M | $-24.4M | ||
| Q2 25 | $119.5M | $-5.2M | ||
| Q1 25 | $226.7M | $-85.7M | ||
| Q4 24 | $686.3M | $-8.1M | ||
| Q3 24 | $188.1M | $14.2M | ||
| Q2 24 | $144.7M | $-17.6M |
自由现金流ACTFIP
| Q1 26 | — | — | ||
| Q4 25 | — | $-68.6M | ||
| Q3 25 | — | $-90.7M | ||
| Q2 25 | — | $-87.5M | ||
| Q1 25 | — | $-151.7M | ||
| Q4 24 | — | $-34.3M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-32.1M |
自由现金流率ACTFIP
| Q1 26 | — | — | ||
| Q4 25 | — | -47.8% | ||
| Q3 25 | — | -64.5% | ||
| Q2 25 | — | -71.6% | ||
| Q1 25 | — | -157.7% | ||
| Q4 24 | — | -42.4% | ||
| Q3 24 | — | -14.0% | ||
| Q2 24 | — | -37.9% |
资本支出强度ACTFIP
| Q1 26 | — | — | ||
| Q4 25 | — | 45.9% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 67.3% | ||
| Q1 25 | — | 68.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 17.2% |
现金转化率ACTFIP
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -0.71× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
FIP
暂无分部数据
