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Enact Holdings, Inc.（ACT）与ITRON, INC.（ITRI）财务数据对比。点击上方公司名可切换其他公司
ITRON, INC.的季度营收约是Enact Holdings, Inc.的1.9倍（$587.0M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -3.3%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -1.8%）
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。
Itron, Inc.是美国一家专注于能源与水资源管理的技术企业，总部位于华盛顿州自由湖。公司提供电、气、水及热能计量设备、控制技术、通信系统、配套软件，同时还提供托管运营及咨询服务，可对能源和水资源的消耗情况进行计量与深度分析，助力相关领域的资源高效管理。
ACT vs ITRI — 直观对比
营收规模更大
ITRI
是对方的1.9倍
$312.7M
营收增速更快
ACT
高出6.9%
-3.3%
两年增速更快
ACT
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $587.0M |
| 净利润 | — | $53.6M |
| 毛利率 | — | 40.3% |
| 营业利润率 | 71.3% | 11.5% |
| 净利率 | — | 9.1% |
| 营收同比 | 3.6% | -3.3% |
| 净利润同比 | — | -18.0% |
| 每股收益（稀释后） | $1.23 | $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ACTITRI
| Q1 26 | — | $587.0M | ||
| Q4 25 | $312.7M | $571.7M | ||
| Q3 25 | $311.5M | $581.6M | ||
| Q2 25 | $304.9M | $606.8M | ||
| Q1 25 | $306.8M | $607.2M | ||
| Q4 24 | $301.8M | $612.9M | ||
| Q3 24 | $309.6M | $615.5M | ||
| Q2 24 | $298.8M | $609.1M |
净利润ACTITRI
| Q1 26 | — | $53.6M | ||
| Q4 25 | — | $101.6M | ||
| Q3 25 | — | $65.6M | ||
| Q2 25 | — | $68.3M | ||
| Q1 25 | — | $65.5M | ||
| Q4 24 | — | $58.1M | ||
| Q3 24 | — | $78.0M | ||
| Q2 24 | — | $51.3M |
毛利率ACTITRI
| Q1 26 | — | 40.3% | ||
| Q4 25 | — | 40.5% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 34.1% | ||
| Q2 24 | — | 34.6% |
营业利润率ACTITRI
| Q1 26 | — | 11.5% | ||
| Q4 25 | 71.3% | 13.8% | ||
| Q3 25 | 67.4% | 14.1% | ||
| Q2 25 | 70.4% | 12.6% | ||
| Q1 25 | 68.9% | 12.6% | ||
| Q4 24 | 68.9% | 10.2% | ||
| Q3 24 | 74.1% | 12.0% | ||
| Q2 24 | 78.6% | 10.6% |
净利率ACTITRI
| Q1 26 | — | 9.1% | ||
| Q4 25 | — | 17.8% | ||
| Q3 25 | — | 11.3% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 10.8% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 8.4% |
每股收益（稀释后）ACTITRI
| Q1 26 | — | $1.18 | ||
| Q4 25 | $1.23 | $2.20 | ||
| Q3 25 | $1.10 | $1.41 | ||
| Q2 25 | $1.11 | $1.47 | ||
| Q1 25 | $1.08 | $1.42 | ||
| Q4 24 | $1.05 | $1.26 | ||
| Q3 24 | $1.15 | $1.70 | ||
| Q2 24 | $1.16 | $1.10 |
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 | $712.9M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $1.6B |
| 总资产 | $6.9B | $4.0B |
| 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ACTITRI
| Q1 26 | — | $712.9M | ||
| Q4 25 | $582.5M | $1.0B | ||
| Q3 25 | $545.6M | $1.3B | ||
| Q2 25 | $616.0M | $1.2B | ||
| Q1 25 | $639.0M | $1.1B | ||
| Q4 24 | $602.8M | $1.1B | ||
| Q3 24 | $674.9M | $982.5M | ||
| Q2 24 | $711.3M | $920.6M |
总债务ACTITRI
| Q1 26 | — | — | ||
| Q4 25 | $744.5M | $1.3B | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $1.3B | ||
| Q3 24 | $742.7M | $1.3B | ||
| Q2 24 | $742.4M | $1.3B |
股东权益ACTITRI
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.3B | $1.7B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $5.1B | $1.5B | ||
| Q4 24 | $5.0B | $1.4B | ||
| Q3 24 | $5.0B | $1.3B | ||
| Q2 24 | $4.8B | $1.2B |
总资产ACTITRI
| Q1 26 | — | $4.0B | ||
| Q4 25 | $6.9B | $3.7B | ||
| Q3 25 | $6.9B | $3.7B | ||
| Q2 25 | $6.8B | $3.6B | ||
| Q1 25 | $6.7B | $3.5B | ||
| Q4 24 | $6.5B | $3.4B | ||
| Q3 24 | $6.6B | $3.4B | ||
| Q2 24 | $6.3B | $3.3B |
负债/权益比ACTITRI
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 0.74× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.91× | ||
| Q3 24 | 0.15× | 0.94× | ||
| Q2 24 | 0.15× | 1.02× |
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 | $85.5M |
| 自由现金流经营现金流 - 资本支出 | — | $79.0M |
| 自由现金流率自由现金流/营收 | — | 13.5% |
| 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 | — | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $394.6M |
8季度趋势，按日历期对齐
经营现金流ACTITRI
| Q1 26 | — | $85.5M | ||
| Q4 25 | $724.5M | $119.3M | ||
| Q3 25 | $192.0M | $117.8M | ||
| Q2 25 | $119.5M | $96.7M | ||
| Q1 25 | $226.7M | $72.1M | ||
| Q4 24 | $686.3M | $79.8M | ||
| Q3 24 | $188.1M | $65.3M | ||
| Q2 24 | $144.7M | $51.7M |
自由现金流ACTITRI
| Q1 26 | — | $79.0M | ||
| Q4 25 | — | $111.5M | ||
| Q3 25 | — | $113.4M | ||
| Q2 25 | — | $90.7M | ||
| Q1 25 | — | $67.5M | ||
| Q4 24 | — | $70.2M | ||
| Q3 24 | — | $58.7M | ||
| Q2 24 | — | $44.6M |
自由现金流率ACTITRI
| Q1 26 | — | 13.5% | ||
| Q4 25 | — | 19.5% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 14.9% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | — | 7.3% |
资本支出强度ACTITRI
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率ACTITRI
| Q1 26 | — | 1.60× | ||
| Q4 25 | — | 1.17× | ||
| Q3 25 | — | 1.80× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.10× | ||
| Q4 24 | — | 1.37× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 1.01× |
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
ITRI
| Product revenues | $477.8M | 81% |
| Service revenues | $109.2M | 19% |
