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Enact Holdings, Inc.（ACT）与NETSCOUT SYSTEMS INC（NTCT）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NETSCOUT SYSTEMS INC的1.2倍（$312.1M vs $250.7M），Enact Holdings, Inc.净利率更高（53.8% vs 22.0%，领先31.8%），Enact Holdings, Inc.同比增速更快（1.7% vs -0.5%），过去两年NETSCOUT SYSTEMS INC的营收复合增速更高（11.0% vs 2.2%）
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。
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
ACT vs NTCT — 直观对比
营收规模更大
ACT
是对方的1.2倍
$250.7M
营收增速更快
ACT
高出2.3%
-0.5%
净利率更高
ACT
高出31.8%
22.0%
两年增速更快
NTCT
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $250.7M |
| 净利润 | $168.0M | $55.1M |
| 毛利率 | — | 81.6% |
| 营业利润率 | — | 25.7% |
| 净利率 | 53.8% | 22.0% |
| 营收同比 | 1.7% | -0.5% |
| 净利润同比 | 1.2% | 13.0% |
| 每股收益（稀释后） | $1.18 | $0.75 |
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ACTNTCT
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $250.7M | ||
| Q3 25 | $311.5M | $219.0M | ||
| Q2 25 | $304.9M | $186.7M | ||
| Q1 25 | $306.8M | $205.0M | ||
| Q4 24 | $301.8M | $252.0M | ||
| Q3 24 | $309.6M | $191.1M | ||
| Q2 24 | $298.8M | $174.6M |
净利润ACTNTCT
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $55.1M | ||
| Q3 25 | — | $25.8M | ||
| Q2 25 | — | $-3.7M | ||
| Q1 25 | — | $18.6M | ||
| Q4 24 | — | $48.8M | ||
| Q3 24 | — | $9.0M | ||
| Q2 24 | — | $-443.4M |
毛利率ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 76.7% | ||
| Q1 25 | — | 77.7% | ||
| Q4 24 | — | 81.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 74.6% |
营业利润率ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 25.7% | ||
| Q3 25 | 67.4% | 14.8% | ||
| Q2 25 | 70.4% | -3.5% | ||
| Q1 25 | 68.9% | 9.7% | ||
| Q4 24 | 68.9% | 24.5% | ||
| Q3 24 | 74.1% | 7.4% | ||
| Q2 24 | 78.6% | -265.4% |
净利率ACTNTCT
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | -2.0% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 4.7% | ||
| Q2 24 | — | -254.0% |
每股收益（稀释后）ACTNTCT
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $0.75 | ||
| Q3 25 | $1.10 | $0.35 | ||
| Q2 25 | $1.11 | $-0.05 | ||
| Q1 25 | $1.08 | $0.28 | ||
| Q4 24 | $1.05 | $0.67 | ||
| Q3 24 | $1.15 | $0.13 | ||
| Q2 24 | $1.16 | $-6.20 |
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 | $540.6M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $1.6B |
| 总资产 | $7.0B | $2.3B |
| 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ACTNTCT
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $540.6M | ||
| Q3 25 | $545.6M | $483.4M | ||
| Q2 25 | $616.0M | $489.6M | ||
| Q1 25 | $639.0M | $457.4M | ||
| Q4 24 | $602.8M | $398.4M | ||
| Q3 24 | $674.9M | $363.4M | ||
| Q2 24 | $711.3M | $362.2M |
总债务ACTNTCT
| Q1 26 | $744.9M | — | ||
| 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ACTNTCT
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $1.6B | ||
| Q3 25 | $5.3B | $1.6B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $5.1B | $1.6B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $5.0B | $1.5B | ||
| Q2 24 | $4.8B | $1.4B |
总资产ACTNTCT
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $2.3B | ||
| Q3 25 | $6.9B | $2.2B | ||
| Q2 25 | $6.8B | $2.2B | ||
| Q1 25 | $6.7B | $2.2B | ||
| Q4 24 | $6.5B | $2.2B | ||
| Q3 24 | $6.6B | $2.1B | ||
| Q2 24 | $6.3B | $2.1B |
负债/权益比ACTNTCT
| Q1 26 | 0.14× | — | ||
| 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 | — | $62.1M |
| 自由现金流经营现金流 - 资本支出 | — | $59.3M |
| 自由现金流率自由现金流/营收 | — | 23.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.13× |
| 过去12个月自由现金流最近4个季度 | — | $275.5M |
8季度趋势，按日历期对齐
经营现金流ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $62.1M | ||
| Q3 25 | $192.0M | $6.7M | ||
| Q2 25 | $119.5M | $73.6M | ||
| Q1 25 | $226.7M | $141.5M | ||
| Q4 24 | $686.3M | $41.5M | ||
| Q3 24 | $188.1M | $-3.7M | ||
| Q2 24 | $144.7M | $38.4M |
自由现金流ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | — | $59.3M | ||
| Q3 25 | — | $4.4M | ||
| Q2 25 | — | $71.7M | ||
| Q1 25 | — | $140.1M | ||
| Q4 24 | — | $39.6M | ||
| Q3 24 | — | $-4.6M | ||
| Q2 24 | — | $37.2M |
自由现金流率ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | — | 23.6% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 38.4% | ||
| Q1 25 | — | 68.4% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | -2.4% | ||
| Q2 24 | — | 21.3% |
资本支出强度ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.7% |
现金转化率ACTNTCT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.60× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | -0.41× | ||
| 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% |
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
