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Enact Holdings, Inc.（ACT）与NORTHERN OIL & GAS, INC.（NOG）财务数据对比。点击上方公司名可切换其他公司
NORTHERN OIL & GAS, INC.的季度营收约是Enact Holdings, Inc.的2.0倍（$610.2M vs $312.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -72.6%），过去两年NORTHERN OIL & GAS, INC.的营收复合增速更高（4.3% 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。
Marathon Oil Corporation是一家美国油气勘探开发企业，核心业务涵盖油气资源的勘探、开采与运营，2024年11月被康菲石油收购，相关业务与资产已并入康菲石油体系。
ACT vs NOG — 直观对比
营收规模更大
NOG
是对方的2.0倍
$312.7M
营收增速更快
ACT
高出76.2%
-72.6%
两年增速更快
NOG
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $610.2M |
| 净利润 | — | $-70.7M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | — |
| 净利率 | — | -11.6% |
| 营收同比 | 3.6% | -72.6% |
| 净利润同比 | — | -198.7% |
| 每股收益（稀释后） | $1.23 | $-0.73 |
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ACTNOG
| Q1 26 | — | $610.2M | ||
| Q4 25 | $312.7M | $610.2M | ||
| Q3 25 | $311.5M | $556.6M | ||
| Q2 25 | $304.9M | $706.8M | ||
| Q1 25 | $306.8M | $602.1M | ||
| Q4 24 | $301.8M | $515.0M | ||
| Q3 24 | $309.6M | $753.6M | ||
| Q2 24 | $298.8M | $560.8M |
净利润ACTNOG
| Q1 26 | — | $-70.7M | ||
| Q4 25 | — | $-70.7M | ||
| Q3 25 | — | $-129.1M | ||
| Q2 25 | — | $99.6M | ||
| Q1 25 | — | $139.0M | ||
| Q4 24 | — | $71.7M | ||
| Q3 24 | — | $298.4M | ||
| Q2 24 | — | $138.6M |
毛利率ACTNOG
| Q1 26 | — | — | ||
| Q4 25 | — | 80.4% | ||
| Q3 25 | — | 78.7% | ||
| Q2 25 | — | 82.8% | ||
| Q1 25 | — | 81.1% | ||
| Q4 24 | — | 77.4% | ||
| Q3 24 | — | 85.8% | ||
| Q2 24 | — | 82.0% |
营业利润率ACTNOG
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | -5.5% | ||
| Q3 25 | 67.4% | -22.6% | ||
| Q2 25 | 70.4% | 24.9% | ||
| Q1 25 | 68.9% | 38.1% | ||
| Q4 24 | 68.9% | 25.8% | ||
| Q3 24 | 74.1% | 57.6% | ||
| Q2 24 | 78.6% | 39.0% |
净利率ACTNOG
| Q1 26 | — | -11.6% | ||
| Q4 25 | — | -11.6% | ||
| Q3 25 | — | -23.2% | ||
| Q2 25 | — | 14.1% | ||
| Q1 25 | — | 23.1% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | — | 39.6% | ||
| Q2 24 | — | 24.7% |
每股收益（稀释后）ACTNOG
| Q1 26 | — | $-0.73 | ||
| Q4 25 | $1.23 | $-0.67 | ||
| Q3 25 | $1.10 | $-1.33 | ||
| Q2 25 | $1.11 | $1.00 | ||
| Q1 25 | $1.08 | $1.39 | ||
| Q4 24 | $1.05 | $0.71 | ||
| Q3 24 | $1.15 | $2.96 | ||
| Q2 24 | $1.16 | $1.36 |
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 | $14.3M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $2.1B |
| 总资产 | $6.9B | $5.4B |
| 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ACTNOG
| Q1 26 | — | $14.3M | ||
| Q4 25 | $582.5M | $14.3M | ||
| Q3 25 | $545.6M | $31.6M | ||
| Q2 25 | $616.0M | $25.9M | ||
| Q1 25 | $639.0M | $33.6M | ||
| Q4 24 | $602.8M | $8.9M | ||
| Q3 24 | $674.9M | $34.4M | ||
| Q2 24 | $711.3M | $7.8M |
总债务ACTNOG
| Q1 26 | — | — | ||
| Q4 25 | $744.5M | $2.4B | ||
| Q3 25 | $744.1M | $2.3B | ||
| Q2 25 | $743.8M | $2.4B | ||
| Q1 25 | $743.4M | $2.3B | ||
| Q4 24 | $743.0M | $2.4B | ||
| Q3 24 | $742.7M | $2.0B | ||
| Q2 24 | $742.4M | $1.9B |
股东权益ACTNOG
| Q1 26 | — | $2.1B | ||
| Q4 25 | $5.4B | $2.1B | ||
| Q3 25 | $5.3B | $2.2B | ||
| Q2 25 | $5.2B | $2.4B | ||
| Q1 25 | $5.1B | $2.4B | ||
| Q4 24 | $5.0B | $2.3B | ||
| Q3 24 | $5.0B | $2.3B | ||
| Q2 24 | $4.8B | $2.1B |
总资产ACTNOG
| Q1 26 | — | $5.4B | ||
| Q4 25 | $6.9B | $5.4B | ||
| Q3 25 | $6.9B | $5.5B | ||
| Q2 25 | $6.8B | $5.7B | ||
| Q1 25 | $6.7B | $5.7B | ||
| Q4 24 | $6.5B | $5.6B | ||
| Q3 24 | $6.6B | $5.1B | ||
| Q2 24 | $6.3B | $4.7B |
负债/权益比ACTNOG
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 1.13× | ||
| Q3 25 | 0.14× | 1.05× | ||
| Q2 25 | 0.14× | 0.98× | ||
| Q1 25 | 0.15× | 0.96× | ||
| Q4 24 | 0.15× | 1.02× | ||
| Q3 24 | 0.15× | 0.84× | ||
| Q2 24 | 0.15× | 0.91× |
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 | $312.6M |
| 自由现金流经营现金流 - 资本支出 | — | $43.2M |
| 自由现金流率自由现金流/营收 | — | 7.1% |
| 资本支出强度资本支出/营收 | — | 31.5% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ACTNOG
| Q1 26 | — | $312.6M | ||
| Q4 25 | $724.5M | $312.6M | ||
| Q3 25 | $192.0M | $423.1M | ||
| Q2 25 | $119.5M | $362.1M | ||
| Q1 25 | $226.7M | $407.4M | ||
| Q4 24 | $686.3M | $290.3M | ||
| Q3 24 | $188.1M | $385.8M | ||
| Q2 24 | $144.7M | $340.5M |
自由现金流ACTNOG
| Q1 26 | — | $43.2M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ACTNOG
| Q1 26 | — | 7.1% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度ACTNOG
| Q1 26 | — | 31.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ACTNOG
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.64× | ||
| Q1 25 | — | 2.93× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | 1.29× | ||
| 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
NOG
| Oil and Gas Sales | $447.7M | 73% |
| Gain on Commodity Derivatives, Net | $159.3M | 26% |
| Other Revenue | $3.1M | 1% |
