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Enact Holdings, Inc.(ACT)与New Fortress Energy Inc.(NFE)财务数据对比。点击上方公司名可切换其他公司
New Fortress Energy Inc.的季度营收约是Enact Holdings, Inc.的1.0倍($326.2M vs $312.1M),Enact Holdings, Inc.净利率更高(53.8% vs -259.7%,领先313.5%),Enact Holdings, Inc.同比增速更快(1.7% vs -7.0%),过去两年Enact Holdings, Inc.的营收复合增速更高(2.2% vs -26.8%)
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。
New Fortress Energy Inc.是一家全球能源基础设施企业,主要开发、持有并运营液化天然气进出口终端、天然气供应网络及低碳能源项目,服务美洲、加勒比地区客户,致力于提供低成本、低排放的能源解决方案。
ACT vs NFE — 直观对比
营收规模更大
NFE
是对方的1.0倍
$312.1M
营收增速更快
ACT
高出8.7%
-7.0%
净利率更高
ACT
高出313.5%
-259.7%
两年增速更快
ACT
近两年复合增速
-26.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $312.1M | $326.2M |
| 净利润 | $168.0M | $-847.1M |
| 毛利率 | — | 35.5% |
| 营业利润率 | — | -193.0% |
| 净利率 | 53.8% | -259.7% |
| 营收同比 | 1.7% | -7.0% |
| 净利润同比 | 1.2% | -277.4% |
| 每股收益(稀释后) | $1.18 | $-3.03 |
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
ACT
NFE
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $326.2M | ||
| Q3 25 | $311.5M | $240.3M | ||
| Q2 25 | $304.9M | $228.1M | ||
| Q1 25 | $306.8M | $384.9M | ||
| Q4 24 | $301.8M | $350.7M | ||
| Q3 24 | $309.6M | $446.0M | ||
| Q2 24 | $298.8M | $291.2M |
净利润
ACT
NFE
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $-847.1M | ||
| Q3 25 | — | $-263.0M | ||
| Q2 25 | — | $-546.5M | ||
| Q1 25 | — | $-175.4M | ||
| Q4 24 | — | $-224.4M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | $-88.9M |
毛利率
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 23.8% |
营业利润率
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | -193.0% | ||
| Q3 25 | 67.4% | -37.4% | ||
| Q2 25 | 70.4% | -170.3% | ||
| Q1 25 | 68.9% | -3.3% | ||
| Q4 24 | 68.9% | 65.0% | ||
| Q3 24 | 74.1% | 17.8% | ||
| Q2 24 | 78.6% | 12.3% |
净利率
ACT
NFE
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | -259.7% | ||
| Q3 25 | — | -109.4% | ||
| Q2 25 | — | -239.6% | ||
| Q1 25 | — | -45.6% | ||
| Q4 24 | — | -64.0% | ||
| Q3 24 | — | 2.1% | ||
| Q2 24 | — | -30.5% |
每股收益(稀释后)
ACT
NFE
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $-3.03 | ||
| Q3 25 | $1.10 | $-0.96 | ||
| Q2 25 | $1.11 | $-1.99 | ||
| Q1 25 | $1.08 | $-0.65 | ||
| Q4 24 | $1.05 | $-1.10 | ||
| Q3 24 | $1.15 | $0.03 | ||
| Q2 24 | $1.16 | $-0.42 |
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 | $226.5M |
| 总债务越低越好 | $744.9M | $8.2B |
| 股东权益账面价值 | $5.3B | $182.6M |
| 总资产 | $7.0B | $10.6B |
| 负债/权益比越低杠杆越低 | 0.14× | 44.78× |
8季度趋势,按日历期对齐
现金及短期投资
ACT
NFE
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $226.5M | ||
| Q3 25 | $545.6M | $145.2M | ||
| Q2 25 | $616.0M | $551.1M | ||
| Q1 25 | $639.0M | $447.9M | ||
| Q4 24 | $602.8M | $492.9M | ||
| Q3 24 | $674.9M | $90.8M | ||
| Q2 24 | $711.3M | $133.0M |
总债务
ACT
NFE
| Q1 26 | $744.9M | — | ||
| Q4 25 | $744.5M | $8.2B | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $8.9B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益
ACT
NFE
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $182.6M | ||
| Q3 25 | $5.3B | $1.1B | ||
| Q2 25 | $5.2B | $1.3B | ||
| Q1 25 | $5.1B | $1.8B | ||
| Q4 24 | $5.0B | $1.9B | ||
| Q3 24 | $5.0B | $1.6B | ||
| Q2 24 | $4.8B | $1.6B |
总资产
ACT
NFE
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $10.6B | ||
| Q3 25 | $6.9B | $12.0B | ||
| Q2 25 | $6.8B | $12.0B | ||
| Q1 25 | $6.7B | $13.1B | ||
| Q4 24 | $6.5B | $12.9B | ||
| Q3 24 | $6.6B | $12.0B | ||
| Q2 24 | $6.3B | $11.4B |
负债/权益比
ACT
NFE
| Q1 26 | 0.14× | — | ||
| Q4 25 | 0.14× | 44.78× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 4.74× | ||
| 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 | — | $-76.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-134.8M |
| 自由现金流率自由现金流/营收 | — | -41.3% |
| 资本支出强度资本支出/营收 | — | 18.0% |
| 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 | — | $-1.4B |
8季度趋势,按日历期对齐
经营现金流
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $-76.2M | ||
| Q3 25 | $192.0M | $-171.0M | ||
| Q2 25 | $119.5M | $-329.0M | ||
| Q1 25 | $226.7M | $-7.2M | ||
| Q4 24 | $686.3M | $445.3M | ||
| Q3 24 | $188.1M | $-20.0M | ||
| Q2 24 | $144.7M | $113.9M |
自由现金流
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | — | $-134.8M | ||
| Q3 25 | — | $-231.6M | ||
| Q2 25 | — | $-726.7M | ||
| Q1 25 | — | $-262.3M | ||
| Q4 24 | — | $-210.3M | ||
| Q3 24 | — | $-367.0M | ||
| Q2 24 | — | $-493.2M |
自由现金流率
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | — | -41.3% | ||
| Q3 25 | — | -96.4% | ||
| Q2 25 | — | -318.6% | ||
| Q1 25 | — | -68.2% | ||
| Q4 24 | — | -60.0% | ||
| Q3 24 | — | -82.3% | ||
| Q2 24 | — | -169.3% |
资本支出强度
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | — | 18.0% | ||
| Q3 25 | — | 25.2% | ||
| Q2 25 | — | 174.4% | ||
| Q1 25 | — | 66.3% | ||
| Q4 24 | — | 187.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 208.4% |
现金转化率
ACT
NFE
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -2.15× | ||
| 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% |
NFE
暂无分部数据