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Enact Holdings, Inc.（ACT）与Limbach Holdings, Inc.（LMB）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Limbach Holdings, Inc.的1.7倍（$312.7M vs $186.9M），Limbach Holdings, Inc.同比增速更快（30.1% vs 3.6%），过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
ACT vs LMB — 直观对比
营收规模更大
ACT
是对方的1.7倍
$186.9M
营收增速更快
LMB
高出26.5%
3.6%
两年增速更快
LMB
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $186.9M |
| 净利润 | — | $12.3M |
| 毛利率 | — | 25.7% |
| 营业利润率 | 71.3% | 9.4% |
| 净利率 | — | 6.6% |
| 营收同比 | 3.6% | 30.1% |
| 净利润同比 | — | 25.0% |
| 每股收益（稀释后） | $1.23 | $1.01 |
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ACTLMB
| Q4 25 | $312.7M | $186.9M | ||
| Q3 25 | $311.5M | $184.6M | ||
| Q2 25 | $304.9M | $142.2M | ||
| Q1 25 | $306.8M | $133.1M | ||
| Q4 24 | $301.8M | $143.7M | ||
| Q3 24 | $309.6M | $133.9M | ||
| Q2 24 | $298.8M | $122.2M | ||
| Q1 24 | $291.6M | $119.0M |
净利润ACTLMB
| Q4 25 | — | $12.3M | ||
| Q3 25 | — | $8.8M | ||
| Q2 25 | — | $7.8M | ||
| Q1 25 | — | $10.2M | ||
| Q4 24 | — | $9.8M | ||
| Q3 24 | — | $7.5M | ||
| Q2 24 | — | $6.0M | ||
| Q1 24 | — | $7.6M |
毛利率ACTLMB
| Q4 25 | — | 25.7% | ||
| Q3 25 | — | 24.2% | ||
| Q2 25 | — | 28.0% | ||
| Q1 25 | — | 27.6% | ||
| Q4 24 | — | 30.3% | ||
| Q3 24 | — | 27.0% | ||
| Q2 24 | — | 27.4% | ||
| Q1 24 | — | 26.1% |
营业利润率ACTLMB
| Q4 25 | 71.3% | 9.4% | ||
| Q3 25 | 67.4% | 7.2% | ||
| Q2 25 | 70.4% | 7.5% | ||
| Q1 25 | 68.9% | 5.9% | ||
| Q4 24 | 68.9% | 9.1% | ||
| Q3 24 | 74.1% | 8.1% | ||
| Q2 24 | 78.6% | 6.7% | ||
| Q1 24 | 70.6% | 5.5% |
净利率ACTLMB
| Q4 25 | — | 6.6% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 6.9% | ||
| Q3 24 | — | 5.6% | ||
| Q2 24 | — | 4.9% | ||
| Q1 24 | — | 6.4% |
每股收益（稀释后）ACTLMB
| Q4 25 | $1.23 | $1.01 | ||
| Q3 25 | $1.10 | $0.73 | ||
| Q2 25 | $1.11 | $0.64 | ||
| Q1 25 | $1.08 | $0.85 | ||
| Q4 24 | $1.05 | $0.81 | ||
| Q3 24 | $1.15 | $0.62 | ||
| Q2 24 | $1.16 | $0.50 | ||
| Q1 24 | $1.01 | $0.64 |
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 | $11.3M |
| 总债务越低越好 | $744.5M | $30.5M |
| 股东权益账面价值 | $5.4B | $195.7M |
| 总资产 | $6.9B | $381.1M |
| 负债/权益比越低杠杆越低 | 0.14× | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资ACTLMB
| Q4 25 | $582.5M | $11.3M | ||
| Q3 25 | $545.6M | $9.8M | ||
| Q2 25 | $616.0M | $38.9M | ||
| Q1 25 | $639.0M | $38.1M | ||
| Q4 24 | $602.8M | $44.9M | ||
| Q3 24 | $674.9M | $51.2M | ||
| Q2 24 | $711.3M | $59.5M | ||
| Q1 24 | $624.3M | $48.2M |
总债务ACTLMB
| Q4 25 | $744.5M | $30.5M | ||
| Q3 25 | $744.1M | $56.3M | ||
| Q2 25 | $743.8M | $28.4M | ||
| Q1 25 | $743.4M | $23.7M | ||
| Q4 24 | $743.0M | $23.6M | ||
| Q3 24 | $742.7M | $20.5M | ||
| Q2 24 | $742.4M | $19.7M | ||
| Q1 24 | $746.1M | $19.4M |
股东权益ACTLMB
| Q4 25 | $5.4B | $195.7M | ||
| Q3 25 | $5.3B | $181.6M | ||
| Q2 25 | $5.2B | $170.5M | ||
| Q1 25 | $5.1B | $161.1M | ||
| Q4 24 | $5.0B | $153.5M | ||
| Q3 24 | $5.0B | $142.2M | ||
| Q2 24 | $4.8B | $133.0M | ||
| Q1 24 | $4.7B | $125.5M |
总资产ACTLMB
| Q4 25 | $6.9B | $381.1M | ||
| Q3 25 | $6.9B | $409.1M | ||
| Q2 25 | $6.8B | $343.0M | ||
| Q1 25 | $6.7B | $336.4M | ||
| Q4 24 | $6.5B | $352.1M | ||
| Q3 24 | $6.6B | $324.4M | ||
| Q2 24 | $6.3B | $303.9M | ||
| Q1 24 | $6.3B | $289.2M |
负债/权益比ACTLMB
| Q4 25 | 0.14× | 0.16× | ||
| Q3 25 | 0.14× | 0.31× | ||
| Q2 25 | 0.14× | 0.17× | ||
| Q1 25 | 0.15× | 0.15× | ||
| Q4 24 | 0.15× | 0.15× | ||
| Q3 24 | 0.15× | 0.14× | ||
| Q2 24 | 0.15× | 0.15× | ||
| Q1 24 | 0.16× | 0.15× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $27.9M |
| 自由现金流率自由现金流/营收 | — | 14.9% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $41.9M |
8季度趋势，按日历期对齐
经营现金流ACTLMB
| Q4 25 | $724.5M | $28.1M | ||
| Q3 25 | $192.0M | $13.3M | ||
| Q2 25 | $119.5M | $2.0M | ||
| Q1 25 | $226.7M | $2.2M | ||
| Q4 24 | $686.3M | $19.3M | ||
| Q3 24 | $188.1M | $4.9M | ||
| Q2 24 | $144.7M | $16.5M | ||
| Q1 24 | $187.3M | $-3.9M |
自由现金流ACTLMB
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | — | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | — | $18.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $13.2M | ||
| Q1 24 | — | $-6.5M |
自由现金流率ACTLMB
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | -5.5% |
资本支出强度ACTLMB
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 0.9% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 2.7% | ||
| Q1 24 | — | 2.1% |
现金转化率ACTLMB
| Q4 25 | — | 2.29× | ||
| Q3 25 | — | 1.52× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 1.96× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 2.77× | ||
| Q1 24 | — | -0.52× |
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
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
