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Enact Holdings, Inc.（ACT）与Kimco Realty（KIM）财务数据对比。点击上方公司名可切换其他公司
Kimco Realty的季度营收约是Enact Holdings, Inc.的1.8倍（$558.0M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs 29.8%，领先24.0%），Kimco Realty同比增速更快（4.0% vs 1.7%），过去两年Kimco Realty的营收复合增速更高（5.6% 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。
Kimco Realty是总部位于美国纽约州杰里科的房地产投资信托企业，核心投资领域为购物中心类商业地产，在商业不动产投资及运营领域积累了深厚的行业经验与资源优势。
ACT vs KIM — 直观对比
营收规模更大
KIM
是对方的1.8倍
$312.1M
营收增速更快
KIM
高出2.3%
1.7%
净利率更高
ACT
高出24.0%
29.8%
两年增速更快
KIM
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $558.0M |
| 净利润 | $168.0M | $166.3M |
| 毛利率 | — | — |
| 营业利润率 | — | 37.2% |
| 净利率 | 53.8% | 29.8% |
| 营收同比 | 1.7% | 4.0% |
| 净利润同比 | 1.2% | 23.7% |
| 每股收益（稀释后） | $1.18 | $0.46 |
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ACTKIM
| Q1 26 | $312.1M | $558.0M | ||
| Q4 25 | $312.7M | $542.5M | ||
| Q3 25 | $311.5M | $535.9M | ||
| Q2 25 | $304.9M | $525.2M | ||
| Q1 25 | $306.8M | $536.6M | ||
| Q4 24 | $301.8M | $525.4M | ||
| Q3 24 | $309.6M | $507.6M | ||
| Q2 24 | $298.8M | $500.2M |
净利润ACTKIM
| Q1 26 | $168.0M | $166.3M | ||
| Q4 25 | — | $151.2M | ||
| Q3 25 | — | $137.8M | ||
| Q2 25 | — | $163.0M | ||
| Q1 25 | — | $132.8M | ||
| Q4 24 | — | $166.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | — | $119.7M |
营业利润率ACTKIM
| Q1 26 | — | 37.2% | ||
| Q4 25 | 71.3% | 36.4% | ||
| Q3 25 | 67.4% | 34.9% | ||
| Q2 25 | 70.4% | 39.2% | ||
| Q1 25 | 68.9% | 33.6% | ||
| Q4 24 | 68.9% | 31.7% | ||
| Q3 24 | 74.1% | 33.7% | ||
| Q2 24 | 78.6% | 32.1% |
净利率ACTKIM
| Q1 26 | 53.8% | 29.8% | ||
| Q4 25 | — | 27.9% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 23.9% |
每股收益（稀释后）ACTKIM
| Q1 26 | $1.18 | $0.46 | ||
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.16 | — |
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 | — |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $10.4B |
| 总资产 | $7.0B | $19.6B |
| 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ACTKIM
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $211.6M | ||
| Q3 25 | $545.6M | $159.3M | ||
| Q2 25 | $616.0M | $226.6M | ||
| Q1 25 | $639.0M | $131.3M | ||
| Q4 24 | $602.8M | $688.6M | ||
| Q3 24 | $674.9M | $789.0M | ||
| Q2 24 | $711.3M | $126.4M |
总债务ACTKIM
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $7.7B | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $8.0B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益ACTKIM
| Q1 26 | $5.3B | $10.4B | ||
| Q4 25 | $5.4B | $10.4B | ||
| Q3 25 | $5.3B | $10.5B | ||
| Q2 25 | $5.2B | $10.5B | ||
| Q1 25 | $5.1B | $10.6B | ||
| Q4 24 | $5.0B | $10.7B | ||
| Q3 24 | $5.0B | $10.5B | ||
| Q2 24 | $4.8B | $10.6B |
总资产ACTKIM
| Q1 26 | $7.0B | $19.6B | ||
| Q4 25 | $6.9B | $19.7B | ||
| Q3 25 | $6.9B | $19.9B | ||
| Q2 25 | $6.8B | $19.8B | ||
| Q1 25 | $6.7B | $19.7B | ||
| Q4 24 | $6.5B | $20.3B | ||
| Q3 24 | $6.6B | $20.1B | ||
| Q2 24 | $6.3B | $19.5B |
负债/权益比ACTKIM
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 0.74× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.75× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
