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Enact Holdings, Inc.（ACT）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.1倍（$312.1M vs $295.3M），Enact Holdings, Inc.净利率更高（53.8% vs 6.0%，领先47.8%），Enact Holdings, Inc.同比增速更快（1.7% vs -12.2%）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
ACT vs NESR — 直观对比
营收规模更大
ACT
是对方的1.1倍
$295.3M
营收增速更快
ACT
高出13.9%
-12.2%
净利率更高
ACT
高出47.8%
6.0%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $295.3M |
| 净利润 | $168.0M | $17.7M |
| 毛利率 | — | 12.0% |
| 营业利润率 | — | 6.6% |
| 净利率 | 53.8% | 6.0% |
| 营收同比 | 1.7% | -12.2% |
| 净利润同比 | 1.2% | -14.0% |
| 每股收益（稀释后） | $1.18 | $0.18 |
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ACTNESR
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | — | ||
| Q3 25 | $311.5M | $295.3M | ||
| Q2 25 | $304.9M | $327.4M | ||
| Q1 25 | $306.8M | $303.1M | ||
| Q4 24 | $301.8M | — | ||
| Q3 24 | $309.6M | $336.2M | ||
| Q2 24 | $298.8M | $325.0M |
净利润ACTNESR
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $17.7M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | — | $10.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $20.6M | ||
| Q2 24 | — | $18.9M |
毛利率ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% |
营业利润率ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | — | ||
| Q3 25 | 67.4% | 6.6% | ||
| Q2 25 | 70.4% | 8.3% | ||
| Q1 25 | 68.9% | 6.9% | ||
| Q4 24 | 68.9% | — | ||
| Q3 24 | 74.1% | 10.5% | ||
| Q2 24 | 78.6% | 10.5% |
净利率ACTNESR
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.1% | ||
| Q2 24 | — | 5.8% |
每股收益（稀释后）ACTNESR
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | $0.18 | ||
| Q2 25 | $1.11 | $0.16 | ||
| Q1 25 | $1.08 | $0.11 | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | $0.22 | ||
| Q2 24 | $1.16 | $0.20 |
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 | $69.7M |
| 总债务越低越好 | $744.9M | $274.1M |
| 股东权益账面价值 | $5.3B | $956.7M |
| 总资产 | $7.0B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.29× |
8季度趋势，按日历期对齐
现金及短期投资ACTNESR
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | — | ||
| Q3 25 | $545.6M | $69.7M | ||
| Q2 25 | $616.0M | $131.8M | ||
| Q1 25 | $639.0M | $78.7M | ||
| Q4 24 | $602.8M | — | ||
| Q3 24 | $674.9M | $118.2M | ||
| Q2 24 | $711.3M | $75.0M |
总债务ACTNESR
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | $274.1M | ||
| Q2 25 | $743.8M | $291.7M | ||
| Q1 25 | $743.4M | $309.2M | ||
| Q4 24 | $743.0M | — | ||
| Q3 24 | $742.7M | $358.7M | ||
| Q2 24 | $742.4M | $376.7M |
股东权益ACTNESR
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | $956.7M | ||
| Q2 25 | $5.2B | $936.9M | ||
| Q1 25 | $5.1B | $920.5M | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | $873.5M | ||
| Q2 24 | $4.8B | $851.4M |
总资产ACTNESR
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.9B | $1.8B | ||
| Q2 25 | $6.8B | $1.8B | ||
| Q1 25 | $6.7B | $1.8B | ||
| Q4 24 | $6.5B | — | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.8B |
负债/权益比ACTNESR
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | 0.29× | ||
| Q2 25 | 0.14× | 0.31× | ||
| Q1 25 | 0.15× | 0.34× | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.15× | 0.41× | ||
| Q2 24 | 0.15× | 0.44× |
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 | — | $6.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-34.1M |
| 自由现金流率自由现金流/营收 | — | -11.5% |
| 资本支出强度资本支出/营收 | — | 13.8% |
| 现金转化率经营现金流/净利润 | — | 0.38× |
| 过去12个月自由现金流最近4个季度 | — | $68.5M |
8季度趋势，按日历期对齐
经营现金流ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | — | ||
| Q3 25 | $192.0M | $6.7M | ||
| Q2 25 | $119.5M | $98.5M | ||
| Q1 25 | $226.7M | $20.5M | ||
| Q4 24 | $686.3M | — | ||
| Q3 24 | $188.1M | $70.8M | ||
| Q2 24 | $144.7M | — |
自由现金流ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $-34.1M | ||
| Q2 25 | — | $68.7M | ||
| Q1 25 | — | $-9.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $43.4M | ||
| Q2 24 | — | — |
自由现金流率ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -11.5% | ||
| Q2 25 | — | 21.0% | ||
| Q1 25 | — | -3.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 12.9% | ||
| Q2 24 | — | — |
资本支出强度ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 9.1% | ||
| Q1 25 | — | 9.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | — |
现金转化率ACTNESR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.38× | ||
| Q2 25 | — | 6.48× | ||
| Q1 25 | — | 1.97× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.43× | ||
| Q2 24 | — | — |
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% |
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
