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Enact Holdings, Inc.（ACT）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.1倍（$312.7M vs $294.6M），Enact Holdings, Inc.同比增速更快（3.6% vs -25.9%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
ACT vs KOS — 直观对比
营收规模更大
ACT
是对方的1.1倍
$294.6M
营收增速更快
ACT
高出29.5%
-25.9%
两年增速更快
ACT
近两年复合增速
-16.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $294.6M |
| 净利润 | — | — |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | -125.7% |
| 净利率 | — | — |
| 营收同比 | 3.6% | -25.9% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $1.23 | $-0.80 |
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ACTKOS
| Q4 25 | $312.7M | $294.6M | ||
| Q3 25 | $311.5M | $311.0M | ||
| Q2 25 | $304.9M | $392.6M | ||
| Q1 25 | $306.8M | $290.1M | ||
| Q4 24 | $301.8M | $397.6M | ||
| Q3 24 | $309.6M | $407.8M | ||
| Q2 24 | $298.8M | $447.8M | ||
| Q1 24 | $291.6M | $422.3M |
净利润ACTKOS
| Q4 25 | — | — | ||
| Q3 25 | — | $-124.3M | ||
| Q2 25 | — | $-87.7M | ||
| Q1 25 | — | $-110.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $45.0M | ||
| Q2 24 | — | $59.8M | ||
| Q1 24 | — | $91.7M |
营业利润率ACTKOS
| Q4 25 | 71.3% | -125.7% | ||
| Q3 25 | 67.4% | -34.2% | ||
| Q2 25 | 70.4% | -16.2% | ||
| Q1 25 | 68.9% | -32.4% | ||
| Q4 24 | 68.9% | -8.5% | ||
| Q3 24 | 74.1% | 26.1% | ||
| Q2 24 | 78.6% | 30.2% | ||
| Q1 24 | 70.6% | 33.6% |
净利率ACTKOS
| Q4 25 | — | — | ||
| Q3 25 | — | -40.0% | ||
| Q2 25 | — | -22.3% | ||
| Q1 25 | — | -38.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 11.0% | ||
| Q2 24 | — | 13.3% | ||
| Q1 24 | — | 21.7% |
每股收益（稀释后）ACTKOS
| Q4 25 | $1.23 | $-0.80 | ||
| Q3 25 | $1.10 | $-0.26 | ||
| Q2 25 | $1.11 | $-0.18 | ||
| Q1 25 | $1.08 | $-0.23 | ||
| Q4 24 | $1.05 | $0.00 | ||
| Q3 24 | $1.15 | $0.09 | ||
| Q2 24 | $1.16 | $0.12 | ||
| Q1 24 | $1.01 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | $744.5M | $3.1B |
| 股东权益账面价值 | $5.4B | $528.6M |
| 总资产 | $6.9B | $4.7B |
| 负债/权益比越低杠杆越低 | 0.14× | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资ACTKOS
| Q4 25 | $582.5M | $91.5M | ||
| Q3 25 | $545.6M | $64.0M | ||
| Q2 25 | $616.0M | $51.7M | ||
| Q1 25 | $639.0M | $49.8M | ||
| Q4 24 | $602.8M | $85.0M | ||
| Q3 24 | $674.9M | $51.6M | ||
| Q2 24 | $711.3M | $173.8M | ||
| Q1 24 | $624.3M | $254.3M |
总债务ACTKOS
| Q4 25 | $744.5M | $3.1B | ||
| Q3 25 | $744.1M | $3.0B | ||
| Q2 25 | $743.8M | $2.9B | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $2.7B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTKOS
| Q4 25 | $5.4B | $528.6M | ||
| Q3 25 | $5.3B | $898.8M | ||
| Q2 25 | $5.2B | $1.0B | ||
| Q1 25 | $5.1B | $1.1B | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.8B | $1.1B | ||
| Q1 24 | $4.7B | $1.1B |
总资产ACTKOS
| Q4 25 | $6.9B | $4.7B | ||
| Q3 25 | $6.9B | $5.1B | ||
| Q2 25 | $6.8B | $5.2B | ||
| Q1 25 | $6.7B | $5.3B | ||
| Q4 24 | $6.5B | $5.3B | ||
| Q3 24 | $6.6B | $5.5B | ||
| Q2 24 | $6.3B | $5.4B | ||
| Q1 24 | $6.3B | $5.4B |
负债/权益比ACTKOS
| Q4 25 | 0.14× | 5.78× | ||
| Q3 25 | 0.14× | 3.31× | ||
| Q2 25 | 0.14× | 2.80× | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 2.29× | ||
| 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 | $35.3M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTKOS
| Q4 25 | $724.5M | $35.3M | ||
| Q3 25 | $192.0M | $-27.6M | ||
| Q2 25 | $119.5M | $127.2M | ||
| Q1 25 | $226.7M | $-888.0K | ||
| Q4 24 | $686.3M | $175.7M | ||
| Q3 24 | $188.1M | $6.3M | ||
| Q2 24 | $144.7M | $223.7M | ||
| Q1 24 | $187.3M | $272.6M |
现金转化率ACTKOS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 3.74× | ||
| Q1 24 | — | 2.97× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
