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Enact Holdings, Inc.（ACT）与IHS Holding Ltd（IHS）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IHS Holding Ltd的1.2倍（$312.1M vs $254.0M），Enact Holdings, Inc.同比增速更快（1.7% vs 0.1%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -22.0%）
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。
IHS Holding是全球规模领先的共享通信基础设施独立持有、运营及开发企业之一，也是全球第五大独立跨国通信铁塔企业，业务覆盖非洲与拉美地区，为当地通信网络部署提供关键的铁塔基础设施支持。
ACT vs IHS — 直观对比
营收规模更大
ACT
是对方的1.2倍
$254.0M
营收增速更快
ACT
高出1.6%
0.1%
两年增速更快
ACT
近两年复合增速
-22.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $254.0M |
| 净利润 | $168.0M | — |
| 毛利率 | — | 83.6% |
| 营业利润率 | — | — |
| 净利率 | 53.8% | — |
| 营收同比 | 1.7% | 0.1% |
| 净利润同比 | 1.2% | — |
| 每股收益（稀释后） | $1.18 | — |
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ACTIHS
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $254.0M | ||
| Q3 25 | $311.5M | $455.1M | ||
| Q2 25 | $304.9M | $433.3M | ||
| Q1 25 | $306.8M | $439.6M | ||
| Q4 24 | $301.8M | $253.8M | ||
| Q3 24 | $309.6M | $420.3M | ||
| Q2 24 | $298.8M | $435.4M |
净利润ACTIHS
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $147.4M | ||
| Q2 25 | — | $32.3M | ||
| Q1 25 | — | $30.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-205.7M | ||
| Q2 24 | — | $-124.3M |
毛利率ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | — | 83.6% | ||
| Q3 25 | — | 47.5% | ||
| Q2 25 | — | 51.3% | ||
| Q1 25 | — | 51.4% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 52.0% | ||
| Q2 24 | — | 52.5% |
营业利润率ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | — | ||
| Q3 25 | 67.4% | 35.1% | ||
| Q2 25 | 70.4% | 33.8% | ||
| Q1 25 | 68.9% | 37.1% | ||
| Q4 24 | 68.9% | — | ||
| Q3 24 | 74.1% | 29.9% | ||
| Q2 24 | 78.6% | 34.0% |
净利率ACTIHS
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 32.4% | ||
| Q2 25 | — | 7.5% | ||
| Q1 25 | — | 7.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -48.9% | ||
| Q2 24 | — | -28.5% |
每股收益（稀释后）ACTIHS
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | $0.44 | ||
| Q2 25 | $1.11 | $0.10 | ||
| Q1 25 | $1.08 | $0.10 | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | $-0.61 | ||
| Q2 24 | $1.16 | $-0.36 |
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 | $825.7M |
| 总债务越低越好 | $744.9M | $3.1B |
| 股东权益账面价值 | $5.3B | $-89.8M |
| 总资产 | $7.0B | $4.5B |
| 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ACTIHS
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $825.7M | ||
| Q3 25 | $545.6M | $647.6M | ||
| Q2 25 | $616.0M | $531.8M | ||
| Q1 25 | $639.0M | $629.0M | ||
| Q4 24 | $602.8M | $578.0M | ||
| Q3 24 | $674.9M | $397.5M | ||
| Q2 24 | $711.3M | $445.7M |
总债务ACTIHS
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $3.1B | ||
| Q3 25 | $744.1M | $3.3B | ||
| Q2 25 | $743.8M | $3.2B | ||
| Q1 25 | $743.4M | $3.4B | ||
| Q4 24 | $743.0M | $3.3B | ||
| Q3 24 | $742.7M | $3.5B | ||
| Q2 24 | $742.4M | $3.6B |
股东权益ACTIHS
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $-89.8M | ||
| Q3 25 | $5.3B | $38.1M | ||
| Q2 25 | $5.2B | $-98.4M | ||
| Q1 25 | $5.1B | $-184.4M | ||
| Q4 24 | $5.0B | $-314.4M | ||
| Q3 24 | $5.0B | $-284.7M | ||
| Q2 24 | $4.8B | $-308.3M |
总资产ACTIHS
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $4.5B | ||
| Q3 25 | $6.9B | $4.7B | ||
| Q2 25 | $6.8B | $4.5B | ||
| Q1 25 | $6.7B | $4.4B | ||
| Q4 24 | $6.5B | $4.2B | ||
| Q3 24 | $6.6B | $4.6B | ||
| Q2 24 | $6.3B | $4.5B |
负债/权益比ACTIHS
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | 85.85× | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| 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 | — | $246.9M |
| 自由现金流经营现金流 - 资本支出 | — | $178.6M |
| 自由现金流率自由现金流/营收 | — | 70.3% |
| 资本支出强度资本支出/营收 | — | 26.9% |
| 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 | — | $718.7M |
8季度趋势，按日历期对齐
经营现金流ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $246.9M | ||
| Q3 25 | $192.0M | $251.3M | ||
| Q2 25 | $119.5M | $237.7M | ||
| Q1 25 | $226.7M | $200.3M | ||
| Q4 24 | $686.3M | $344.4M | ||
| Q3 24 | $188.1M | $174.5M | ||
| Q2 24 | $144.7M | $134.7M |
自由现金流ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | — | $178.6M | ||
| Q3 25 | — | $189.2M | ||
| Q2 25 | — | $197.7M | ||
| Q1 25 | — | $153.2M | ||
| Q4 24 | — | $282.9M | ||
| Q3 24 | — | $122.3M | ||
| Q2 24 | — | $74.2M |
自由现金流率ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | — | 70.3% | ||
| Q3 25 | — | 41.6% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 34.8% | ||
| Q4 24 | — | 111.5% | ||
| Q3 24 | — | 29.1% | ||
| Q2 24 | — | 17.0% |
资本支出强度ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | — | 26.9% | ||
| Q3 25 | — | 13.6% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 24.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 13.9% |
现金转化率ACTIHS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 7.36× | ||
| Q1 25 | — | 6.52× | ||
| 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% |
IHS
暂无分部数据
