vs
Enact Holdings, Inc.（ACT）与AMICUS THERAPEUTICS, INC.（FOLD）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AMICUS THERAPEUTICS, INC.的1.7倍（$312.7M vs $185.2M），AMICUS THERAPEUTICS, INC.同比增速更快（23.7% vs 3.6%），过去两年AMICUS THERAPEUTICS, INC.的营收复合增速更高（29.5% 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。
Amicus Therapeutics是总部位于美国宾夕法尼亚州费城的生物制药上市企业，2007年在纳斯达克挂牌上市，股票代码为FOLD。上市前，公司曾获得Radius Ventures、迦南合伙人、恩颐投资等多家风险投资机构的资金支持，专注于生物医药领域的研发与商业化布局。
ACT vs FOLD — 直观对比
营收规模更大
ACT
是对方的1.7倍
$185.2M
营收增速更快
FOLD
高出20.1%
3.6%
两年增速更快
FOLD
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $185.2M |
| 净利润 | — | $1.7M |
| 毛利率 | — | 85.7% |
| 营业利润率 | 71.3% | 8.6% |
| 净利率 | — | 0.9% |
| 营收同比 | 3.6% | 23.7% |
| 净利润同比 | — | -88.5% |
| 每股收益（稀释后） | $1.23 | $0.00 |
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ACTFOLD
| Q4 25 | $312.7M | $185.2M | ||
| Q3 25 | $311.5M | $169.1M | ||
| Q2 25 | $304.9M | $154.7M | ||
| Q1 25 | $306.8M | $125.2M | ||
| Q4 24 | $301.8M | $149.7M | ||
| Q3 24 | $309.6M | $141.5M | ||
| Q2 24 | $298.8M | $126.7M | ||
| Q1 24 | $291.6M | $110.4M |
净利润ACTFOLD
| Q4 25 | — | $1.7M | ||
| Q3 25 | — | $17.3M | ||
| Q2 25 | — | $-24.4M | ||
| Q1 25 | — | $-21.7M | ||
| Q4 24 | — | $14.7M | ||
| Q3 24 | — | $-6.7M | ||
| Q2 24 | — | $-15.7M | ||
| Q1 24 | — | $-48.4M |
毛利率ACTFOLD
| Q4 25 | — | 85.7% | ||
| Q3 25 | — | 88.5% | ||
| Q2 25 | — | 90.2% | ||
| Q1 25 | — | 90.7% | ||
| Q4 24 | — | 90.1% | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 91.1% | ||
| Q1 24 | — | 87.7% |
营业利润率ACTFOLD
| Q4 25 | 71.3% | 8.6% | ||
| Q3 25 | 67.4% | 20.3% | ||
| Q2 25 | 70.4% | -6.1% | ||
| Q1 25 | 68.9% | -6.3% | ||
| Q4 24 | 68.9% | 10.7% | ||
| Q3 24 | 74.1% | 15.3% | ||
| Q2 24 | 78.6% | 11.8% | ||
| Q1 24 | 70.6% | -25.1% |
净利率ACTFOLD
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | -17.3% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -4.8% | ||
| Q2 24 | — | -12.4% | ||
| Q1 24 | — | -43.9% |
每股收益（稀释后）ACTFOLD
| Q4 25 | $1.23 | $0.00 | ||
| Q3 25 | $1.10 | $0.06 | ||
| Q2 25 | $1.11 | $-0.08 | ||
| Q1 25 | $1.08 | $-0.07 | ||
| Q4 24 | $1.05 | $0.05 | ||
| Q3 24 | $1.15 | $-0.02 | ||
| Q2 24 | $1.16 | $-0.05 | ||
| Q1 24 | $1.01 | $-0.16 |
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 | $293.5M |
| 总债务越低越好 | $744.5M | $392.7M |
| 股东权益账面价值 | $5.4B | $274.2M |
| 总资产 | $6.9B | $949.9M |
| 负债/权益比越低杠杆越低 | 0.14× | 1.43× |
8季度趋势，按日历期对齐
现金及短期投资ACTFOLD
| Q4 25 | $582.5M | $293.5M | ||
| Q3 25 | $545.6M | $263.8M | ||
| Q2 25 | $616.0M | $231.0M | ||
| Q1 25 | $639.0M | $250.6M | ||
| Q4 24 | $602.8M | $249.9M | ||
| Q3 24 | $674.9M | $249.8M | ||
| Q2 24 | $711.3M | $260.1M | ||
| Q1 24 | $624.3M | $239.6M |
总债务ACTFOLD
| Q4 25 | $744.5M | $392.7M | ||
| Q3 25 | $744.1M | $392.0M | ||
| Q2 25 | $743.8M | $391.3M | ||
| Q1 25 | $743.4M | $390.7M | ||
| Q4 24 | $743.0M | $390.1M | ||
| Q3 24 | $742.7M | $389.5M | ||
| Q2 24 | $742.4M | $388.9M | ||
| Q1 24 | $746.1M | $388.4M |
股东权益ACTFOLD
| Q4 25 | $5.4B | $274.2M | ||
| Q3 25 | $5.3B | $230.4M | ||
| Q2 25 | $5.2B | $204.3M | ||
| Q1 25 | $5.1B | $193.6M | ||
| Q4 24 | $5.0B | $194.0M | ||
| Q3 24 | $5.0B | $178.8M | ||
| Q2 24 | $4.8B | $132.5M | ||
| Q1 24 | $4.7B | $130.7M |
总资产ACTFOLD
| Q4 25 | $6.9B | $949.9M | ||
| Q3 25 | $6.9B | $868.8M | ||
| Q2 25 | $6.8B | $815.3M | ||
| Q1 25 | $6.7B | $789.8M | ||
| Q4 24 | $6.5B | $785.0M | ||
| Q3 24 | $6.6B | $786.6M | ||
| Q2 24 | $6.3B | $749.5M | ||
| Q1 24 | $6.3B | $721.8M |
负债/权益比ACTFOLD
| Q4 25 | 0.14× | 1.43× | ||
| Q3 25 | 0.14× | 1.70× | ||
| Q2 25 | 0.14× | 1.92× | ||
| Q1 25 | 0.15× | 2.02× | ||
| Q4 24 | 0.15× | 2.01× | ||
| Q3 24 | 0.15× | 2.18× | ||
| Q2 24 | 0.15× | 2.93× | ||
| Q1 24 | 0.16× | 2.97× |
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 | $16.3M |
| 自由现金流经营现金流 - 资本支出 | — | $16.0M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | — | 9.62× |
| 过去12个月自由现金流最近4个季度 | — | $29.8M |
8季度趋势，按日历期对齐
经营现金流ACTFOLD
| Q4 25 | $724.5M | $16.3M | ||
| Q3 25 | $192.0M | $35.7M | ||
| Q2 25 | $119.5M | $-26.5M | ||
| Q1 25 | $226.7M | $7.8M | ||
| Q4 24 | $686.3M | $-3.9M | ||
| Q3 24 | $188.1M | $-23.0M | ||
| Q2 24 | $144.7M | $22.7M | ||
| Q1 24 | $187.3M | $-29.7M |
自由现金流ACTFOLD
| Q4 25 | — | $16.0M | ||
| Q3 25 | — | $35.3M | ||
| Q2 25 | — | $-28.9M | ||
| Q1 25 | — | $7.5M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-23.3M | ||
| Q2 24 | — | $21.6M | ||
| Q1 24 | — | $-31.5M |
自由现金流率ACTFOLD
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | -18.7% | ||
| Q1 25 | — | 6.0% | ||
| Q4 24 | — | -2.8% | ||
| Q3 24 | — | -16.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | -28.5% |
资本支出强度ACTFOLD
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.6% |
现金转化率ACTFOLD
| Q4 25 | — | 9.62× | ||
| Q3 25 | — | 2.06× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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
暂无分部数据
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
