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Enact Holdings, Inc.（ACT）与Kodiak Gas Services, Inc.（KGS）财务数据对比。点击上方公司名可切换其他公司
Kodiak Gas Services, Inc.的季度营收约是Enact Holdings, Inc.的1.1倍（$332.9M vs $312.7M），Kodiak Gas Services, Inc.同比增速更快（7.5% vs 3.6%），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% 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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
ACT vs KGS — 直观对比
营收规模更大
KGS
是对方的1.1倍
$312.7M
营收增速更快
KGS
高出3.9%
3.6%
两年增速更快
KGS
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $332.9M |
| 净利润 | — | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 26.1% |
| 净利率 | — | 7.4% |
| 营收同比 | 3.6% | 7.5% |
| 净利润同比 | — | 29.0% |
| 每股收益（稀释后） | $1.23 | $0.30 |
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ACTKGS
| Q4 25 | $312.7M | $332.9M | ||
| Q3 25 | $311.5M | $322.7M | ||
| Q2 25 | $304.9M | $322.8M | ||
| Q1 25 | $306.8M | $329.6M | ||
| Q4 24 | $301.8M | $309.5M | ||
| Q3 24 | $309.6M | $324.6M | ||
| Q2 24 | $298.8M | $309.7M | ||
| Q1 24 | $291.6M | $215.5M |
净利润ACTKGS
| Q4 25 | — | $24.6M | ||
| Q3 25 | — | $-14.0M | ||
| Q2 25 | — | $39.5M | ||
| Q1 25 | — | $30.4M | ||
| Q4 24 | — | $19.1M | ||
| Q3 24 | — | $-5.6M | ||
| Q2 24 | — | $6.2M | ||
| Q1 24 | — | $30.2M |
毛利率ACTKGS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 39.4% |
营业利润率ACTKGS
| Q4 25 | 71.3% | 26.1% | ||
| Q3 25 | 67.4% | 19.9% | ||
| Q2 25 | 70.4% | 30.9% | ||
| Q1 25 | 68.9% | 27.1% | ||
| Q4 24 | 68.9% | 22.3% | ||
| Q3 24 | 74.1% | 20.4% | ||
| Q2 24 | 78.6% | 17.5% | ||
| Q1 24 | 70.6% | 27.9% |
净利率ACTKGS
| Q4 25 | — | 7.4% | ||
| Q3 25 | — | -4.3% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 9.2% | ||
| Q4 24 | — | 6.2% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 14.0% |
每股收益（稀释后）ACTKGS
| Q4 25 | $1.23 | $0.30 | ||
| Q3 25 | $1.10 | $-0.17 | ||
| Q2 25 | $1.11 | $0.43 | ||
| Q1 25 | $1.08 | $0.33 | ||
| Q4 24 | $1.05 | $0.18 | ||
| Q3 24 | $1.15 | $-0.07 | ||
| Q2 24 | $1.16 | $0.06 | ||
| Q1 24 | $1.01 | $0.39 |
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 | $3.2M |
| 总债务越低越好 | $744.5M | $2.6B |
| 股东权益账面价值 | $5.4B | $1.2B |
| 总资产 | $6.9B | $4.3B |
| 负债/权益比越低杠杆越低 | 0.14× | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资ACTKGS
| Q4 25 | $582.5M | $3.2M | ||
| Q3 25 | $545.6M | $724.0K | ||
| Q2 25 | $616.0M | $5.4M | ||
| Q1 25 | $639.0M | $1.9M | ||
| Q4 24 | $602.8M | $4.8M | ||
| Q3 24 | $674.9M | $7.4M | ||
| Q2 24 | $711.3M | $3.9M | ||
| Q1 24 | $624.3M | $9.3M |
总债务ACTKGS
| Q4 25 | $744.5M | $2.6B | ||
| Q3 25 | $744.1M | $2.6B | ||
| Q2 25 | $743.8M | $2.5B | ||
| Q1 25 | $743.4M | $2.6B | ||
| Q4 24 | $743.0M | $2.6B | ||
| Q3 24 | $742.7M | $2.6B | ||
| Q2 24 | $742.4M | $2.5B | ||
| Q1 24 | $746.1M | — |
股东权益ACTKGS
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.4B | ||
| Q4 24 | $5.0B | $1.4B | ||
| Q3 24 | $5.0B | $1.4B | ||
| Q2 24 | $4.8B | $1.5B | ||
| Q1 24 | $4.7B | $1.1B |
总资产ACTKGS
| Q4 25 | $6.9B | $4.3B | ||
| Q3 25 | $6.9B | $4.4B | ||
| Q2 25 | $6.8B | $4.4B | ||
| Q1 25 | $6.7B | $4.4B | ||
| Q4 24 | $6.5B | $4.4B | ||
| Q3 24 | $6.6B | $4.5B | ||
| Q2 24 | $6.3B | $4.4B | ||
| Q1 24 | $6.3B | $3.3B |
负债/权益比ACTKGS
| Q4 25 | 0.14× | 2.12× | ||
| Q3 25 | 0.14× | 2.08× | ||
| Q2 25 | 0.14× | 1.89× | ||
| Q1 25 | 0.15× | 1.91× | ||
| Q4 24 | 0.15× | 1.88× | ||
| Q3 24 | 0.15× | 1.86× | ||
| Q2 24 | 0.15× | 1.71× | ||
| 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 | $194.9M |
| 自由现金流经营现金流 - 资本支出 | — | $142.0M |
| 自由现金流率自由现金流/营收 | — | 42.7% |
| 资本支出强度资本支出/营收 | — | 15.9% |
| 现金转化率经营现金流/净利润 | — | 7.91× |
| 过去12个月自由现金流最近4个季度 | — | $284.3M |
8季度趋势，按日历期对齐
经营现金流ACTKGS
| Q4 25 | $724.5M | $194.9M | ||
| Q3 25 | $192.0M | $113.4M | ||
| Q2 25 | $119.5M | $177.2M | ||
| Q1 25 | $226.7M | $114.3M | ||
| Q4 24 | $686.3M | $118.5M | ||
| Q3 24 | $188.1M | $36.9M | ||
| Q2 24 | $144.7M | $121.1M | ||
| Q1 24 | $187.3M | $51.5M |
自由现金流ACTKGS
| Q4 25 | — | $142.0M | ||
| Q3 25 | — | $10.9M | ||
| Q2 25 | — | $94.6M | ||
| Q1 25 | — | $36.8M | ||
| Q4 24 | — | $45.2M | ||
| Q3 24 | — | $-49.7M | ||
| Q2 24 | — | $4.0M | ||
| Q1 24 | — | $-8.6M |
自由现金流率ACTKGS
| Q4 25 | — | 42.7% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 11.2% | ||
| Q4 24 | — | 14.6% | ||
| Q3 24 | — | -15.3% | ||
| Q2 24 | — | 1.3% | ||
| Q1 24 | — | -4.0% |
资本支出强度ACTKGS
| Q4 25 | — | 15.9% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 25.6% | ||
| Q1 25 | — | 23.5% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 37.8% | ||
| Q1 24 | — | 27.9% |
现金转化率ACTKGS
| Q4 25 | — | 7.91× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.49× | ||
| Q1 25 | — | 3.76× | ||
| Q4 24 | — | 6.21× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.44× | ||
| Q1 24 | — | 1.70× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
