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Enact Holdings, Inc.（ACT）与Liberty Broadband Corp（LBRDA）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Liberty Broadband Corp的1.2倍（$312.7M vs $261.0M），Liberty Broadband Corp同比增速更快（6.1% vs 3.6%），过去两年Liberty Broadband Corp的营收复合增速更高（4.3% 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。
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
ACT vs LBRDA — 直观对比
营收规模更大
ACT
是对方的1.2倍
$261.0M
营收增速更快
LBRDA
高出2.5%
3.6%
两年增速更快
LBRDA
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q2 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $261.0M |
| 净利润 | — | $383.0M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 15.7% |
| 净利率 | — | 146.7% |
| 营收同比 | 3.6% | 6.1% |
| 净利润同比 | — | 96.4% |
| 每股收益（稀释后） | $1.23 | $2.68 |
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ACTLBRDA
| Q4 25 | $312.7M | — | ||
| Q3 25 | $311.5M | — | ||
| Q2 25 | $304.9M | $261.0M | ||
| Q1 25 | $306.8M | $266.0M | ||
| Q4 24 | $301.8M | $263.0M | ||
| Q3 24 | $309.6M | $262.0M | ||
| Q2 24 | $298.8M | $246.0M | ||
| Q1 24 | $291.6M | $245.0M |
净利润ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $383.0M | ||
| Q1 25 | — | $268.0M | ||
| Q4 24 | — | $291.0M | ||
| Q3 24 | — | $142.0M | ||
| Q2 24 | — | $195.0M | ||
| Q1 24 | — | $241.0M |
营业利润率ACTLBRDA
| Q4 25 | 71.3% | — | ||
| Q3 25 | 67.4% | — | ||
| Q2 25 | 70.4% | 15.7% | ||
| Q1 25 | 68.9% | 16.2% | ||
| Q4 24 | 68.9% | 4.9% | ||
| Q3 24 | 74.1% | 11.5% | ||
| Q2 24 | 78.6% | 8.5% | ||
| Q1 24 | 70.6% | 11.4% |
净利率ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 146.7% | ||
| Q1 25 | — | 100.8% | ||
| Q4 24 | — | 110.6% | ||
| Q3 24 | — | 54.2% | ||
| Q2 24 | — | 79.3% | ||
| Q1 24 | — | 98.4% |
每股收益（稀释后）ACTLBRDA
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | $2.68 | ||
| Q1 25 | $1.08 | $1.87 | ||
| Q4 24 | $1.05 | $2.04 | ||
| Q3 24 | $1.15 | $0.99 | ||
| Q2 24 | $1.16 | $1.36 | ||
| Q1 24 | $1.01 | $1.69 |
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 | $180.0M |
| 总债务越低越好 | $744.5M | $3.1B |
| 股东权益账面价值 | $5.4B | $10.4B |
| 总资产 | $6.9B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资ACTLBRDA
| Q4 25 | $582.5M | — | ||
| Q3 25 | $545.6M | — | ||
| Q2 25 | $616.0M | $180.0M | ||
| Q1 25 | $639.0M | $226.0M | ||
| Q4 24 | $602.8M | $163.0M | ||
| Q3 24 | $674.9M | $168.0M | ||
| Q2 24 | $711.3M | $73.0M | ||
| Q1 24 | $624.3M | $108.0M |
总债务ACTLBRDA
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | $3.1B | ||
| Q1 25 | $743.4M | $3.8B | ||
| Q4 24 | $743.0M | $3.8B | ||
| Q3 24 | $742.7M | $3.7B | ||
| Q2 24 | $742.4M | $3.6B | ||
| Q1 24 | $746.1M | $3.6B |
股东权益ACTLBRDA
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.2B | $10.4B | ||
| Q1 25 | $5.1B | $10.1B | ||
| Q4 24 | $5.0B | $9.8B | ||
| Q3 24 | $5.0B | $9.5B | ||
| Q2 24 | $4.8B | $9.3B | ||
| Q1 24 | $4.7B | $9.1B |
总资产ACTLBRDA
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.9B | — | ||
| Q2 25 | $6.8B | $16.6B | ||
| Q1 25 | $6.7B | $17.0B | ||
| Q4 24 | $6.5B | $16.7B | ||
| Q3 24 | $6.6B | $16.3B | ||
| Q2 24 | $6.3B | $16.0B | ||
| Q1 24 | $6.3B | $15.7B |
负债/权益比ACTLBRDA
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | 0.30× | ||
| Q1 25 | 0.15× | 0.38× | ||
| Q4 24 | 0.15× | 0.38× | ||
| Q3 24 | 0.15× | 0.39× | ||
| Q2 24 | 0.15× | 0.39× | ||
| Q1 24 | 0.16× | 0.40× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | — | $37.0M |
| 自由现金流率自由现金流/营收 | — | 14.2% |
| 资本支出强度资本支出/营收 | — | 20.7% |
| 现金转化率经营现金流/净利润 | — | 0.24× |
| 过去12个月自由现金流最近4个季度 | — | $-49.0M |
8季度趋势，按日历期对齐
经营现金流ACTLBRDA
| Q4 25 | $724.5M | — | ||
| Q3 25 | $192.0M | — | ||
| Q2 25 | $119.5M | $91.0M | ||
| Q1 25 | $226.7M | $78.0M | ||
| Q4 24 | $686.3M | $1.0M | ||
| Q3 24 | $188.1M | $24.0M | ||
| Q2 24 | $144.7M | $27.0M | ||
| Q1 24 | $187.3M | $52.0M |
自由现金流ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $37.0M | ||
| Q1 25 | — | $13.0M | ||
| Q4 24 | — | $-63.0M | ||
| Q3 24 | — | $-36.0M | ||
| Q2 24 | — | $-35.0M | ||
| Q1 24 | — | $-9.0M |
自由现金流率ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | -13.7% | ||
| Q2 24 | — | -14.2% | ||
| Q1 24 | — | -3.7% |
资本支出强度ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 25.2% | ||
| Q1 24 | — | 24.9% |
现金转化率ACTLBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.22× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
