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Enact Holdings, Inc.（ACT）与MINERALS TECHNOLOGIES INC（MTX）财务数据对比。点击上方公司名可切换其他公司
MINERALS TECHNOLOGIES INC的季度营收约是Enact Holdings, Inc.的1.7倍（$519.5M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs 7.2%，领先46.7%），Enact Holdings, Inc.同比增速更快（1.7% vs 0.3%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -1.4%）
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。
康帕斯矿产国际是一家美国上市企业，作为领先的矿产生产商，主营盐、氯化镁、硫酸钾等产品，总部位于堪萨斯州欧弗兰帕克。公司为北美和英国客户提供经过处理及未经处理的散装道路除冰盐，同时为全球种植者提供植物营养产品，还生产民用除冰、水质调节类产品以及面向民用和商业场景的相关矿产品。
ACT vs MTX — 直观对比
营收规模更大
MTX
是对方的1.7倍
$312.1M
营收增速更快
ACT
高出1.5%
0.3%
净利率更高
ACT
高出46.7%
7.2%
两年增速更快
ACT
近两年复合增速
-1.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $519.5M |
| 净利润 | $168.0M | $37.2M |
| 毛利率 | — | 24.0% |
| 营业利润率 | — | 11.9% |
| 净利率 | 53.8% | 7.2% |
| 营收同比 | 1.7% | 0.3% |
| 净利润同比 | 1.2% | -31.1% |
| 每股收益（稀释后） | $1.18 | $1.11 |
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ACTMTX
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $519.5M | ||
| Q3 25 | $311.5M | $532.4M | ||
| Q2 25 | $304.9M | $528.9M | ||
| Q1 25 | $306.8M | $491.8M | ||
| Q4 24 | $301.8M | $518.1M | ||
| Q3 24 | $309.6M | $524.7M | ||
| Q2 24 | $298.8M | $541.2M |
净利润ACTMTX
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $37.2M | ||
| Q3 25 | — | $43.0M | ||
| Q2 25 | — | $45.4M | ||
| Q1 25 | — | $-144.0M | ||
| Q4 24 | — | $54.0M | ||
| Q3 24 | — | $46.7M | ||
| Q2 24 | — | $19.7M |
毛利率ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | — | 24.0% | ||
| Q3 25 | — | 25.7% | ||
| Q2 25 | — | 25.9% | ||
| Q1 25 | — | 24.3% | ||
| Q4 24 | — | 25.6% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 26.6% |
营业利润率ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 11.9% | ||
| Q3 25 | 67.4% | 13.3% | ||
| Q2 25 | 70.4% | 14.1% | ||
| Q1 25 | 68.9% | -32.6% | ||
| Q4 24 | 68.9% | 16.2% | ||
| Q3 24 | 74.1% | 14.6% | ||
| Q2 24 | 78.6% | 9.3% |
净利率ACTMTX
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 8.6% | ||
| Q1 25 | — | -29.3% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 8.9% | ||
| Q2 24 | — | 3.6% |
每股收益（稀释后）ACTMTX
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $1.11 | ||
| Q3 25 | $1.10 | $1.37 | ||
| Q2 25 | $1.11 | $1.44 | ||
| Q1 25 | $1.08 | $-4.51 | ||
| Q4 24 | $1.05 | $1.67 | ||
| Q3 24 | $1.15 | $1.45 | ||
| Q2 24 | $1.16 | $0.61 |
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 | $549.0M | $332.6M |
| 总债务越低越好 | $744.9M | $961.3M |
| 股东权益账面价值 | $5.3B | $1.7B |
| 总资产 | $7.0B | $3.5B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资ACTMTX
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $332.6M | ||
| Q3 25 | $545.6M | $328.3M | ||
| Q2 25 | $616.0M | $319.9M | ||
| Q1 25 | $639.0M | $312.2M | ||
| Q4 24 | $602.8M | $337.1M | ||
| Q3 24 | $674.9M | $324.5M | ||
| Q2 24 | $711.3M | $316.4M |
总债务ACTMTX
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $961.3M | ||
| Q3 25 | $744.1M | $964.3M | ||
| Q2 25 | $743.8M | $965.6M | ||
| Q1 25 | $743.4M | $966.7M | ||
| Q4 24 | $743.0M | $966.1M | ||
| Q3 24 | $742.7M | $922.9M | ||
| Q2 24 | $742.4M | $922.4M |
股东权益ACTMTX
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $1.7B | ||
| Q3 25 | $5.3B | $1.7B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $5.1B | $1.6B | ||
| Q4 24 | $5.0B | $1.7B | ||
| Q3 24 | $5.0B | $1.7B | ||
| Q2 24 | $4.8B | $1.7B |
总资产ACTMTX
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $3.5B | ||
| Q3 25 | $6.9B | $3.5B | ||
| Q2 25 | $6.8B | $3.5B | ||
| Q1 25 | $6.7B | $3.4B | ||
| Q4 24 | $6.5B | $3.4B | ||
| Q3 24 | $6.6B | $3.4B | ||
| Q2 24 | $6.3B | $3.3B |
负债/权益比ACTMTX
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 0.56× | ||
| Q3 25 | 0.14× | 0.58× | ||
| Q2 25 | 0.14× | 0.58× | ||
| Q1 25 | 0.15× | 0.60× | ||
| Q4 24 | 0.15× | 0.55× | ||
| Q3 24 | 0.15× | 0.54× | ||
| Q2 24 | 0.15× | 0.55× |
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 | — | $64.3M |
| 自由现金流经营现金流 - 资本支出 | — | $31.9M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | — | 1.73× |
| 过去12个月自由现金流最近4个季度 | — | $86.6M |
8季度趋势，按日历期对齐
经营现金流ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $64.3M | ||
| Q3 25 | $192.0M | $70.9M | ||
| Q2 25 | $119.5M | $62.9M | ||
| Q1 25 | $226.7M | $-4.4M | ||
| Q4 24 | $686.3M | $70.4M | ||
| Q3 24 | $188.1M | $60.0M | ||
| Q2 24 | $144.7M | $50.1M |
自由现金流ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $43.6M | ||
| Q2 25 | — | $33.8M | ||
| Q1 25 | — | $-22.7M | ||
| Q4 24 | — | $42.3M | ||
| Q3 24 | — | $35.3M | ||
| Q2 24 | — | $29.9M |
自由现金流率ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 8.2% | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | -4.6% | ||
| Q4 24 | — | 8.2% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | 5.5% |
资本支出强度ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 5.1% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.4% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | 3.7% |
现金转化率ACTMTX
| Q1 26 | — | — | ||
| Q4 25 | — | 1.73× | ||
| Q3 25 | — | 1.65× | ||
| Q2 25 | — | 1.39× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.30× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | 2.54× |
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
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
MTX
| High Temperature Technologies | $178.0M | 34% |
| Specialty Additives | $141.8M | 27% |
| Household And Personal Care | $132.5M | 26% |
| Environmental And Infrastructure | $67.2M | 13% |
