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Enact Holdings, Inc.(ACT)与FORMFACTOR INC(FORM)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FORMFACTOR INC的1.4倍($312.1M vs $226.1M),Enact Holdings, Inc.净利率更高(53.8% vs 9.0%,领先44.8%),FORMFACTOR INC同比增速更快(32.0% vs 1.7%),过去两年FORMFACTOR INC的营收复合增速更高(7.0% 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。
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔,是集成电路测试测量技术领域的知名供应商,面向半导体行业客户提供各类专业产品,助力客户优化器件性能,提升芯片研发与生产环节的测试效率。
ACT vs FORM — 直观对比
营收规模更大
ACT
是对方的1.4倍
$226.1M
营收增速更快
FORM
高出30.2%
1.7%
净利率更高
ACT
高出44.8%
9.0%
两年增速更快
FORM
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $312.1M | $226.1M |
| 净利润 | $168.0M | $20.4M |
| 毛利率 | — | 38.4% |
| 营业利润率 | — | 7.4% |
| 净利率 | 53.8% | 9.0% |
| 营收同比 | 1.7% | 32.0% |
| 净利润同比 | 1.2% | 218.5% |
| 每股收益(稀释后) | $1.18 | $0.26 |
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
FORM
| Q1 26 | $312.1M | $226.1M | ||
| Q4 25 | $312.7M | $215.2M | ||
| Q3 25 | $311.5M | $202.7M | ||
| Q2 25 | $304.9M | $195.8M | ||
| Q1 25 | $306.8M | $171.4M | ||
| Q4 24 | $301.8M | $189.5M | ||
| Q3 24 | $309.6M | $207.9M | ||
| Q2 24 | $298.8M | $197.5M |
净利润
ACT
FORM
| Q1 26 | $168.0M | $20.4M | ||
| Q4 25 | — | $23.2M | ||
| Q3 25 | — | $15.7M | ||
| Q2 25 | — | $9.1M | ||
| Q1 25 | — | $6.4M | ||
| Q4 24 | — | $9.7M | ||
| Q3 24 | — | $18.7M | ||
| Q2 24 | — | $19.4M |
毛利率
ACT
FORM
| Q1 26 | — | 38.4% | ||
| Q4 25 | — | 42.2% | ||
| Q3 25 | — | 39.8% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | — | 38.8% | ||
| Q3 24 | — | 40.7% | ||
| Q2 24 | — | 44.0% |
营业利润率
ACT
FORM
| Q1 26 | — | 7.4% | ||
| Q4 25 | 71.3% | 10.9% | ||
| Q3 25 | 67.4% | 8.9% | ||
| Q2 25 | 70.4% | 6.3% | ||
| Q1 25 | 68.9% | 1.9% | ||
| Q4 24 | 68.9% | 4.1% | ||
| Q3 24 | 74.1% | 8.6% | ||
| Q2 24 | 78.6% | 9.0% |
净利率
ACT
FORM
| Q1 26 | 53.8% | 9.0% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 9.8% |
每股收益(稀释后)
ACT
FORM
| Q1 26 | $1.18 | $0.26 | ||
| Q4 25 | $1.23 | $0.29 | ||
| Q3 25 | $1.10 | $0.20 | ||
| Q2 25 | $1.11 | $0.12 | ||
| Q1 25 | $1.08 | $0.08 | ||
| Q4 24 | $1.05 | $0.12 | ||
| Q3 24 | $1.15 | $0.24 | ||
| Q2 24 | $1.16 | $0.25 |
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 | $123.5M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $1.1B |
| 总资产 | $7.0B | $1.3B |
| 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
ACT
FORM
| Q1 26 | $549.0M | $123.5M | ||
| Q4 25 | $582.5M | $103.3M | ||
| Q3 25 | $545.6M | $266.0M | ||
| Q2 25 | $616.0M | $249.3M | ||
| Q1 25 | $639.0M | $299.0M | ||
| Q4 24 | $602.8M | $360.0M | ||
| Q3 24 | $674.9M | $354.5M | ||
| Q2 24 | $711.3M | $357.6M |
总债务
ACT
FORM
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $12.2M | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $13.3M | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益
ACT
FORM
| Q1 26 | $5.3B | $1.1B | ||
| Q4 25 | $5.4B | $1.0B | ||
| Q3 25 | $5.3B | $1.0B | ||
| Q2 25 | $5.2B | $990.0M | ||
| Q1 25 | $5.1B | $965.9M | ||
| Q4 24 | $5.0B | $947.8M | ||
| Q3 24 | $5.0B | $955.0M | ||
| Q2 24 | $4.8B | $947.9M |
总资产
ACT
FORM
| Q1 26 | $7.0B | $1.3B | ||
| Q4 25 | $6.9B | $1.2B | ||
| Q3 25 | $6.9B | $1.2B | ||
| Q2 25 | $6.8B | $1.2B | ||
| Q1 25 | $6.7B | $1.2B | ||
| Q4 24 | $6.5B | $1.1B | ||
| Q3 24 | $6.6B | $1.2B | ||
| Q2 24 | $6.3B | $1.2B |
负债/权益比
ACT
FORM
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 0.01× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.01× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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 | — | $45.0M |
| 自由现金流经营现金流 - 资本支出 | — | $30.7M |
| 自由现金流率自由现金流/营收 | — | 13.6% |
| 资本支出强度资本支出/营收 | — | 6.7% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $37.5M |
8季度趋势,按日历期对齐
经营现金流
ACT
FORM
| Q1 26 | — | $45.0M | ||
| Q4 25 | $724.5M | $46.0M | ||
| Q3 25 | $192.0M | $27.0M | ||
| Q2 25 | $119.5M | $18.9M | ||
| Q1 25 | $226.7M | $23.5M | ||
| Q4 24 | $686.3M | $35.9M | ||
| Q3 24 | $188.1M | $26.7M | ||
| Q2 24 | $144.7M | $21.9M |
自由现金流
ACT
FORM
| Q1 26 | — | $30.7M | ||
| Q4 25 | — | $34.7M | ||
| Q3 25 | — | $19.5M | ||
| Q2 25 | — | $-47.4M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | — | $28.3M | ||
| Q3 24 | — | $17.8M | ||
| Q2 24 | — | $13.5M |
自由现金流率
ACT
FORM
| Q1 26 | — | 13.6% | ||
| Q4 25 | — | 16.1% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | -24.2% | ||
| Q1 25 | — | 2.9% | ||
| Q4 24 | — | 14.9% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 6.8% |
资本支出强度
ACT
FORM
| Q1 26 | — | 6.7% | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 4.3% | ||
| Q2 24 | — | 4.3% |
现金转化率
ACT
FORM
| Q1 26 | — | 2.21× | ||
| Q4 25 | — | 1.98× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 3.68× | ||
| Q4 24 | — | 3.70× | ||
| Q3 24 | — | 1.43× | ||
| Q2 24 | — | 1.13× |
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% |
FORM
暂无分部数据