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Enact Holdings, Inc.（ACT）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.2倍（$312.7M vs $271.6M），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 3.6%），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
ACT vs MTSI — 直观对比
营收规模更大
ACT
是对方的1.2倍
$271.6M
营收增速更快
MTSI
高出20.9%
3.6%
两年增速更快
MTSI
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $271.6M |
| 净利润 | — | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 71.3% | 15.9% |
| 净利率 | — | 18.0% |
| 营收同比 | 3.6% | 24.5% |
| 净利润同比 | — | 129.1% |
| 每股收益（稀释后） | $1.23 | $0.64 |
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ACTMTSI
| Q1 26 | — | $271.6M | ||
| Q4 25 | $312.7M | $261.2M | ||
| Q3 25 | $311.5M | $252.1M | ||
| Q2 25 | $304.9M | $235.9M | ||
| Q1 25 | $306.8M | $218.1M | ||
| Q4 24 | $301.8M | — | ||
| Q3 24 | $309.6M | $200.7M | ||
| Q2 24 | $298.8M | $190.5M |
净利润ACTMTSI
| Q1 26 | — | $48.8M | ||
| Q4 25 | — | $45.1M | ||
| Q3 25 | — | $36.5M | ||
| Q2 25 | — | $31.7M | ||
| Q1 25 | — | $-167.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $29.4M | ||
| Q2 24 | — | $19.9M |
毛利率ACTMTSI
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
营业利润率ACTMTSI
| Q1 26 | — | 15.9% | ||
| Q4 25 | 71.3% | 15.2% | ||
| Q3 25 | 67.4% | 14.9% | ||
| Q2 25 | 70.4% | 14.8% | ||
| Q1 25 | 68.9% | 8.0% | ||
| Q4 24 | 68.9% | — | ||
| Q3 24 | 74.1% | 13.7% | ||
| Q2 24 | 78.6% | 10.4% |
净利率ACTMTSI
| Q1 26 | — | 18.0% | ||
| Q4 25 | — | 17.3% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | -76.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | — | 10.5% |
每股收益（稀释后）ACTMTSI
| Q1 26 | — | $0.64 | ||
| Q4 25 | $1.23 | $0.67 | ||
| Q3 25 | $1.10 | $0.48 | ||
| Q2 25 | $1.11 | $0.42 | ||
| Q1 25 | $1.08 | $-2.30 | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | $0.40 | ||
| Q2 24 | $1.16 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $1.4B |
| 总资产 | $6.9B | $2.1B |
| 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ACTMTSI
| Q1 26 | — | $768.5M | ||
| Q4 25 | $582.5M | $786.0M | ||
| Q3 25 | $545.6M | $735.2M | ||
| Q2 25 | $616.0M | $681.5M | ||
| Q1 25 | $639.0M | $656.5M | ||
| Q4 24 | $602.8M | — | ||
| Q3 24 | $674.9M | $581.9M | ||
| Q2 24 | $711.3M | $521.5M |
总债务ACTMTSI
| Q1 26 | — | — | ||
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益ACTMTSI
| Q1 26 | — | $1.4B | ||
| Q4 25 | $5.4B | $1.3B | ||
| Q3 25 | $5.3B | $1.3B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.2B | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | $1.1B | ||
| Q2 24 | $4.8B | $1.1B |
总资产ACTMTSI
| Q1 26 | — | $2.1B | ||
| Q4 25 | $6.9B | $2.1B | ||
| Q3 25 | $6.9B | $2.0B | ||
| Q2 25 | $6.8B | $1.9B | ||
| Q1 25 | $6.7B | $1.8B | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.7B |
负债/权益比ACTMTSI
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | — | $30.0M |
| 自由现金流率自由现金流/营收 | — | 11.0% |
| 资本支出强度资本支出/营收 | — | 4.8% |
| 现金转化率经营现金流/净利润 | — | 0.88× |
| 过去12个月自由现金流最近4个季度 | — | $161.5M |
8季度趋势，按日历期对齐
经营现金流ACTMTSI
| Q1 26 | — | $42.9M | ||
| Q4 25 | $724.5M | $69.6M | ||
| Q3 25 | $192.0M | $60.4M | ||
| Q2 25 | $119.5M | $38.7M | ||
| Q1 25 | $226.7M | $66.7M | ||
| Q4 24 | $686.3M | — | ||
| Q3 24 | $188.1M | $62.3M | ||
| Q2 24 | $144.7M | $49.0M |
自由现金流ACTMTSI
| Q1 26 | — | $30.0M | ||
| Q4 25 | — | $49.4M | ||
| Q3 25 | — | $51.6M | ||
| Q2 25 | — | $30.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $57.1M | ||
| Q2 24 | — | $41.5M |
自由现金流率ACTMTSI
| Q1 26 | — | 11.0% | ||
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 20.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 28.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 28.5% | ||
| Q2 24 | — | 21.8% |
资本支出强度ACTMTSI
| Q1 26 | — | 4.8% | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.9% |
现金转化率ACTMTSI
| Q1 26 | — | 0.88× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
