vs
Enact Holdings, Inc.（ACT）与Fastly, Inc.（FSLY）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Fastly, Inc.的1.8倍（$312.7M vs $172.6M），Fastly, Inc.同比增速更快（22.8% vs 3.6%），过去两年Fastly, Inc.的营收复合增速更高（13.7% 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。
Fastly是总部位于美国旧金山的云计算服务商，主营内容分发网络（CDN）、图片优化、负载均衡服务，同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案，助力企业提升网络访问效率与安全防护能力。
ACT vs FSLY — 直观对比
营收规模更大
ACT
是对方的1.8倍
$172.6M
营收增速更快
FSLY
高出19.2%
3.6%
两年增速更快
FSLY
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $172.6M |
| 净利润 | — | $-15.5M |
| 毛利率 | — | 61.4% |
| 营业利润率 | 71.3% | -8.7% |
| 净利率 | — | -9.0% |
| 营收同比 | 3.6% | 22.8% |
| 净利润同比 | — | 52.9% |
| 每股收益（稀释后） | $1.23 | $-0.10 |
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ACTFSLY
| Q4 25 | $312.7M | $172.6M | ||
| Q3 25 | $311.5M | $158.2M | ||
| Q2 25 | $304.9M | $148.7M | ||
| Q1 25 | $306.8M | $144.5M | ||
| Q4 24 | $301.8M | $140.6M | ||
| Q3 24 | $309.6M | $137.2M | ||
| Q2 24 | $298.8M | $132.4M | ||
| Q1 24 | $291.6M | $133.5M |
净利润ACTFSLY
| Q4 25 | — | $-15.5M | ||
| Q3 25 | — | $-29.5M | ||
| Q2 25 | — | $-37.5M | ||
| Q1 25 | — | $-39.1M | ||
| Q4 24 | — | $-32.9M | ||
| Q3 24 | — | $-38.0M | ||
| Q2 24 | — | $-43.7M | ||
| Q1 24 | — | $-43.4M |
毛利率ACTFSLY
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 53.2% | ||
| Q4 24 | — | 53.4% | ||
| Q3 24 | — | 54.5% | ||
| Q2 24 | — | 55.1% | ||
| Q1 24 | — | 54.8% |
营业利润率ACTFSLY
| Q4 25 | 71.3% | -8.7% | ||
| Q3 25 | 67.4% | -18.2% | ||
| Q2 25 | 70.4% | -24.8% | ||
| Q1 25 | 68.9% | -26.4% | ||
| Q4 24 | 68.9% | -24.4% | ||
| Q3 24 | 74.1% | -29.6% | ||
| Q2 24 | 78.6% | -35.3% | ||
| Q1 24 | 70.6% | -34.6% |
净利率ACTFSLY
| Q4 25 | — | -9.0% | ||
| Q3 25 | — | -18.6% | ||
| Q2 25 | — | -25.2% | ||
| Q1 25 | — | -27.1% | ||
| Q4 24 | — | -23.4% | ||
| Q3 24 | — | -27.7% | ||
| Q2 24 | — | -33.0% | ||
| Q1 24 | — | -32.5% |
每股收益（稀释后）ACTFSLY
| Q4 25 | $1.23 | $-0.10 | ||
| Q3 25 | $1.10 | $-0.20 | ||
| Q2 25 | $1.11 | $-0.26 | ||
| Q1 25 | $1.08 | $-0.27 | ||
| Q4 24 | $1.05 | $-0.23 | ||
| Q3 24 | $1.15 | $-0.27 | ||
| Q2 24 | $1.16 | $-0.32 | ||
| Q1 24 | $1.01 | $-0.32 |
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 | $361.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $929.6M |
| 总资产 | $6.9B | $1.5B |
| 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ACTFSLY
| Q4 25 | $582.5M | $361.8M | ||
| Q3 25 | $545.6M | $342.9M | ||
| Q2 25 | $616.0M | $321.2M | ||
| Q1 25 | $639.0M | $307.3M | ||
| Q4 24 | $602.8M | $295.9M | ||
| Q3 24 | $674.9M | $308.2M | ||
| Q2 24 | $711.3M | $311.8M | ||
| Q1 24 | $624.3M | $329.5M |
总债务ACTFSLY
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTFSLY
| Q4 25 | $5.4B | $929.6M | ||
| Q3 25 | $5.3B | $937.0M | ||
| Q2 25 | $5.2B | $942.6M | ||
| Q1 25 | $5.1B | $957.0M | ||
| Q4 24 | $5.0B | $965.3M | ||
| Q3 24 | $5.0B | $969.5M | ||
| Q2 24 | $4.8B | $981.2M | ||
| Q1 24 | $4.7B | $991.8M |
总资产ACTFSLY
| Q4 25 | $6.9B | $1.5B | ||
| Q3 25 | $6.9B | $1.5B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $6.7B | $1.4B | ||
| Q4 24 | $6.5B | $1.5B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.5B | ||
| Q1 24 | $6.3B | $1.5B |
负债/权益比ACTFSLY
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 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 | $22.4M |
| 自由现金流经营现金流 - 资本支出 | — | $12.2M |
| 自由现金流率自由现金流/营收 | — | 7.1% |
| 资本支出强度资本支出/营收 | — | 5.9% |
| 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 | — | $65.8M |
8季度趋势，按日历期对齐
经营现金流ACTFSLY
| Q4 25 | $724.5M | $22.4M | ||
| Q3 25 | $192.0M | $28.9M | ||
| Q2 25 | $119.5M | $25.8M | ||
| Q1 25 | $226.7M | $17.3M | ||
| Q4 24 | $686.3M | $5.2M | ||
| Q3 24 | $188.1M | $5.0M | ||
| Q2 24 | $144.7M | $-4.9M | ||
| Q1 24 | $187.3M | $11.1M |
自由现金流ACTFSLY
| Q4 25 | — | $12.2M | ||
| Q3 25 | — | $22.9M | ||
| Q2 25 | — | $15.9M | ||
| Q1 25 | — | $14.7M | ||
| Q4 24 | — | $251.0K | ||
| Q3 24 | — | $3.0M | ||
| Q2 24 | — | $-6.7M | ||
| Q1 24 | — | $9.5M |
自由现金流率ACTFSLY
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | -5.1% | ||
| Q1 24 | — | 7.1% |
资本支出强度ACTFSLY
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | 1.2% |
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
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
