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Enact Holdings, Inc.（ACT）与J&J SNACK FOODS CORP（JJSF）财务数据对比。点击上方公司名可切换其他公司
J&J SNACK FOODS CORP的季度营收约是Enact Holdings, Inc.的1.1倍（$343.8M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -5.2%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% 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。
强生休闲食品公司（J&J Snack Foods Corp.）是美国知名的品牌休闲食品与冷冻饮品生产商、营销商及分销商，总部位于新泽西州芒特劳雷尔，在全美44个州、墨西哥及加拿大设有超175个生产、仓储及配送设施，于纳斯达克全球精选市场上市，业务覆盖国内外市场。
ACT vs JJSF — 直观对比
营收规模更大
JJSF
是对方的1.1倍
$312.7M
营收增速更快
ACT
高出8.8%
-5.2%
两年增速更快
ACT
近两年复合增速
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $343.8M |
| 净利润 | — | $883.0K |
| 毛利率 | — | 27.9% |
| 营业利润率 | 71.3% | 0.2% |
| 净利率 | — | 0.3% |
| 营收同比 | 3.6% | -5.2% |
| 净利润同比 | — | -82.8% |
| 每股收益（稀释后） | $1.23 | $0.05 |
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ACTJJSF
| Q4 25 | $312.7M | $343.8M | ||
| Q3 25 | $311.5M | $410.2M | ||
| Q2 25 | $304.9M | $454.3M | ||
| Q1 25 | $306.8M | $356.1M | ||
| Q4 24 | $301.8M | $362.6M | ||
| Q3 24 | $309.6M | $426.8M | ||
| Q2 24 | $298.8M | $440.0M | ||
| Q1 24 | $291.6M | $359.7M |
净利润ACTJJSF
| Q4 25 | — | $883.0K | ||
| Q3 25 | — | $11.4M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | $5.1M | ||
| Q3 24 | — | $29.6M | ||
| Q2 24 | — | $36.3M | ||
| Q1 24 | — | $13.3M |
毛利率ACTJJSF
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 33.0% | ||
| Q1 25 | — | 26.9% | ||
| Q4 24 | — | 25.9% | ||
| Q3 24 | — | 31.8% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 30.1% |
营业利润率ACTJJSF
| Q4 25 | 71.3% | 0.2% | ||
| Q3 25 | 67.4% | 2.8% | ||
| Q2 25 | 70.4% | 13.3% | ||
| Q1 25 | 68.9% | 1.7% | ||
| Q4 24 | 68.9% | 1.7% | ||
| Q3 24 | 74.1% | 9.3% | ||
| Q2 24 | 78.6% | 11.4% | ||
| Q1 24 | 70.6% | 5.0% |
净利率ACTJJSF
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 9.7% | ||
| Q1 25 | — | 1.4% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 3.7% |
每股收益（稀释后）ACTJJSF
| Q4 25 | $1.23 | $0.05 | ||
| Q3 25 | $1.10 | $0.59 | ||
| Q2 25 | $1.11 | $2.26 | ||
| Q1 25 | $1.08 | $0.25 | ||
| Q4 24 | $1.05 | $0.26 | ||
| Q3 24 | $1.15 | $1.52 | ||
| Q2 24 | $1.16 | $1.87 | ||
| Q1 24 | $1.01 | $0.69 |
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 | $66.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $912.9M |
| 总资产 | $6.9B | $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ACTJJSF
| Q4 25 | $582.5M | $66.8M | ||
| Q3 25 | $545.6M | $105.9M | ||
| Q2 25 | $616.0M | $77.4M | ||
| Q1 25 | $639.0M | $48.5M | ||
| Q4 24 | $602.8M | $73.6M | ||
| Q3 24 | $674.9M | $73.4M | ||
| Q2 24 | $711.3M | $64.0M | ||
| Q1 24 | $624.3M | $43.6M |
总债务ACTJJSF
| 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ACTJJSF
| Q4 25 | $5.4B | $912.9M | ||
| Q3 25 | $5.3B | $966.7M | ||
| Q2 25 | $5.2B | $969.9M | ||
| Q1 25 | $5.1B | $935.0M | ||
| Q4 24 | $5.0B | $946.8M | ||
| Q3 24 | $5.0B | $957.0M | ||
| Q2 24 | $4.8B | $937.9M | ||
| Q1 24 | $4.7B | $915.7M |
总资产ACTJJSF
| Q4 25 | $6.9B | $1.3B | ||
| Q3 25 | $6.9B | $1.4B | ||
| Q2 25 | $6.8B | $1.4B | ||
| Q1 25 | $6.7B | $1.4B | ||
| Q4 24 | $6.5B | $1.3B | ||
| Q3 24 | $6.6B | $1.4B | ||
| Q2 24 | $6.3B | $1.4B | ||
| Q1 24 | $6.3B | $1.3B |
负债/权益比ACTJJSF
| 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 | $36.0M |
| 自由现金流经营现金流 - 资本支出 | — | $17.0M |
| 自由现金流率自由现金流/营收 | — | 4.9% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 40.73× |
| 过去12个月自由现金流最近4个季度 | — | $83.1M |
8季度趋势，按日历期对齐
经营现金流ACTJJSF
| Q4 25 | $724.5M | $36.0M | ||
| Q3 25 | $192.0M | $66.4M | ||
| Q2 25 | $119.5M | $51.2M | ||
| Q1 25 | $226.7M | $12.3M | ||
| Q4 24 | $686.3M | $35.2M | ||
| Q3 24 | $188.1M | $46.3M | ||
| Q2 24 | $144.7M | $65.0M | ||
| Q1 24 | $187.3M | $12.7M |
自由现金流ACTJJSF
| Q4 25 | — | $17.0M | ||
| Q3 25 | — | $44.8M | ||
| Q2 25 | — | $28.5M | ||
| Q1 25 | — | $-7.2M | ||
| Q4 24 | — | $16.1M | ||
| Q3 24 | — | $29.1M | ||
| Q2 24 | — | $45.3M | ||
| Q1 24 | — | $-4.0M |
自由现金流率ACTJJSF
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 6.3% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | 4.4% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | -1.1% |
资本支出强度ACTJJSF
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 5.3% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 5.3% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 4.5% | ||
| Q1 24 | — | 4.6% |
现金转化率ACTJJSF
| Q4 25 | — | 40.73× | ||
| Q3 25 | — | 5.84× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 2.55× | ||
| Q4 24 | — | 6.84× | ||
| Q3 24 | — | 1.56× | ||
| Q2 24 | — | 1.79× | ||
| Q1 24 | — | 0.96× |
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
JJSF
| Food Service | $219.2M | 64% |
| Frozen Beverages | $78.7M | 23% |
| Repair And Maintenance Service | $22.5M | 7% |
| Other | $12.7M | 4% |
| Machine Sales | $10.7M | 3% |
