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Enact Holdings, Inc.（ACT）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Enact Holdings, Inc.的1.8倍（$566.0M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -16.9%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
ACT vs LPX — 直观对比
营收规模更大
LPX
是对方的1.8倍
$312.7M
营收增速更快
ACT
高出20.5%
-16.9%
两年增速更快
ACT
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $566.0M |
| 净利润 | — | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 71.3% | -1.6% |
| 净利率 | — | -1.4% |
| 营收同比 | 3.6% | -16.9% |
| 净利润同比 | — | -112.9% |
| 每股收益（稀释后） | $1.23 | $-0.12 |
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ACTLPX
| Q4 25 | $312.7M | $566.0M | ||
| Q3 25 | $311.5M | $663.0M | ||
| Q2 25 | $304.9M | $755.0M | ||
| Q1 25 | $306.8M | $724.0M | ||
| Q4 24 | $301.8M | $681.0M | ||
| Q3 24 | $309.6M | $722.0M | ||
| Q2 24 | $298.8M | $814.0M | ||
| Q1 24 | $291.6M | $724.0M |
净利润ACTLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $54.0M | ||
| Q1 25 | — | $91.0M | ||
| Q4 24 | — | $62.0M | ||
| Q3 24 | — | $90.0M | ||
| Q2 24 | — | $160.0M | ||
| Q1 24 | — | $108.0M |
毛利率ACTLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
营业利润率ACTLPX
| Q4 25 | 71.3% | -1.6% | ||
| Q3 25 | 67.4% | 2.7% | ||
| Q2 25 | 70.4% | 10.6% | ||
| Q1 25 | 68.9% | 16.6% | ||
| Q4 24 | 68.9% | 11.0% | ||
| Q3 24 | 74.1% | 16.1% | ||
| Q2 24 | 78.6% | 23.8% | ||
| Q1 24 | 70.6% | 20.0% |
净利率ACTLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 12.6% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 12.5% | ||
| Q2 24 | — | 19.7% | ||
| Q1 24 | — | 14.9% |
每股收益（稀释后）ACTLPX
| Q4 25 | $1.23 | $-0.12 | ||
| Q3 25 | $1.10 | $0.13 | ||
| Q2 25 | $1.11 | $0.77 | ||
| Q1 25 | $1.08 | $1.30 | ||
| Q4 24 | $1.05 | $0.90 | ||
| Q3 24 | $1.15 | $1.28 | ||
| Q2 24 | $1.16 | $2.23 | ||
| Q1 24 | $1.01 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $744.5M | $348.0M |
| 股东权益账面价值 | $5.4B | $1.7B |
| 总资产 | $6.9B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资ACTLPX
| Q4 25 | $582.5M | $292.0M | ||
| Q3 25 | $545.6M | $316.0M | ||
| Q2 25 | $616.0M | $333.0M | ||
| Q1 25 | $639.0M | $256.0M | ||
| Q4 24 | $602.8M | $340.0M | ||
| Q3 24 | $674.9M | $346.0M | ||
| Q2 24 | $711.3M | $317.0M | ||
| Q1 24 | $624.3M | $244.0M |
总债务ACTLPX
| Q4 25 | $744.5M | $348.0M | ||
| Q3 25 | $744.1M | $348.0M | ||
| Q2 25 | $743.8M | $348.0M | ||
| Q1 25 | $743.4M | $348.0M | ||
| Q4 24 | $743.0M | $348.0M | ||
| Q3 24 | $742.7M | $347.0M | ||
| Q2 24 | $742.4M | $347.0M | ||
| Q1 24 | $746.1M | $347.0M |
股东权益ACTLPX
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.3B | $1.7B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $5.1B | $1.7B | ||
| Q4 24 | $5.0B | $1.7B | ||
| Q3 24 | $5.0B | $1.7B | ||
| Q2 24 | $4.8B | $1.7B | ||
| Q1 24 | $4.7B | $1.6B |
总资产ACTLPX
| Q4 25 | $6.9B | $2.6B | ||
| Q3 25 | $6.9B | $2.6B | ||
| Q2 25 | $6.8B | $2.7B | ||
| Q1 25 | $6.7B | $2.6B | ||
| Q4 24 | $6.5B | $2.6B | ||
| Q3 24 | $6.6B | $2.6B | ||
| Q2 24 | $6.3B | $2.5B | ||
| Q1 24 | $6.3B | $2.5B |
负债/权益比ACTLPX
| Q4 25 | 0.14× | 0.20× | ||
| Q3 25 | 0.14× | 0.20× | ||
| Q2 25 | 0.14× | 0.20× | ||
| Q1 25 | 0.15× | 0.21× | ||
| Q4 24 | 0.15× | 0.21× | ||
| Q3 24 | 0.15× | 0.21× | ||
| Q2 24 | 0.15× | 0.21× | ||
| Q1 24 | 0.16× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 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 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流ACTLPX
| Q4 25 | $724.5M | $67.0M | ||
| Q3 25 | $192.0M | $89.0M | ||
| Q2 25 | $119.5M | $162.0M | ||
| Q1 25 | $226.7M | $64.0M | ||
| Q4 24 | $686.3M | $105.0M | ||
| Q3 24 | $188.1M | $183.0M | ||
| Q2 24 | $144.7M | $212.0M | ||
| Q1 24 | $187.3M | $105.0M |
自由现金流ACTLPX
| Q4 25 | — | $-8.0M | ||
| Q3 25 | — | $5.0M | ||
| Q2 25 | — | $94.0M | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $139.0M | ||
| Q2 24 | — | $176.0M | ||
| Q1 24 | — | $64.0M |
自由现金流率ACTLPX
| Q4 25 | — | -1.4% | ||
| Q3 25 | — | 0.8% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 21.6% | ||
| Q1 24 | — | 8.8% |
资本支出强度ACTLPX
| Q4 25 | — | 13.3% | ||
| Q3 25 | — | 12.7% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 9.1% | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 4.4% | ||
| Q1 24 | — | 5.7% |
现金转化率ACTLPX
| Q4 25 | — | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | — | 3.00× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 2.03× | ||
| Q2 24 | — | 1.32× | ||
| Q1 24 | — | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
