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Enact Holdings, Inc.（ACT）与UNIVERSAL DISPLAY CORP \PA\（OLED）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UNIVERSAL DISPLAY CORP \PA\的2.2倍（$312.1M vs $142.2M），Enact Holdings, Inc.净利率更高（53.8% vs 25.2%，领先28.6%），Enact Holdings, Inc.同比增速更快（1.7% vs -14.5%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -5.3%）
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。
Universal Display Corporation（股票代码OLED）是有机发光二极管（OLED）技术及材料的研发与生产企业，拥有深厚的技术积累，面向显示、照明两大领域提供相关配套服务，是全球OLED上游产业链的核心供应商之一。
ACT vs OLED — 直观对比
营收规模更大
ACT
是对方的2.2倍
$142.2M
营收增速更快
ACT
高出16.2%
-14.5%
净利率更高
ACT
高出28.6%
25.2%
两年增速更快
ACT
近两年复合增速
-5.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $142.2M |
| 净利润 | $168.0M | $35.9M |
| 毛利率 | — | 74.6% |
| 营业利润率 | — | 30.1% |
| 净利率 | 53.8% | 25.2% |
| 营收同比 | 1.7% | -14.5% |
| 净利润同比 | 1.2% | -44.3% |
| 每股收益（稀释后） | $1.18 | $0.76 |
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ACTOLED
| Q1 26 | $312.1M | $142.2M | ||
| Q4 25 | $312.7M | $172.9M | ||
| Q3 25 | $311.5M | $139.6M | ||
| Q2 25 | $304.9M | $171.8M | ||
| Q1 25 | $306.8M | $166.3M | ||
| Q4 24 | $301.8M | $162.3M | ||
| Q3 24 | $309.6M | $161.6M | ||
| Q2 24 | $298.8M | $158.5M |
净利润ACTOLED
| Q1 26 | $168.0M | $35.9M | ||
| Q4 25 | — | $66.3M | ||
| Q3 25 | — | $44.0M | ||
| Q2 25 | — | $67.3M | ||
| Q1 25 | — | $64.4M | ||
| Q4 24 | — | $46.0M | ||
| Q3 24 | — | $66.9M | ||
| Q2 24 | — | $52.3M |
毛利率ACTOLED
| Q1 26 | — | 74.6% | ||
| Q4 25 | — | 76.1% | ||
| Q3 25 | — | 74.6% | ||
| Q2 25 | — | 77.2% | ||
| Q1 25 | — | 77.1% | ||
| Q4 24 | — | 77.0% | ||
| Q3 24 | — | 77.8% | ||
| Q2 24 | — | 75.8% |
营业利润率ACTOLED
| Q1 26 | — | 30.1% | ||
| Q4 25 | 71.3% | 38.9% | ||
| Q3 25 | 67.4% | 30.9% | ||
| Q2 25 | 70.4% | 39.9% | ||
| Q1 25 | 68.9% | 41.9% | ||
| Q4 24 | 68.9% | 32.3% | ||
| Q3 24 | 74.1% | 41.5% | ||
| Q2 24 | 78.6% | 35.6% |
净利率ACTOLED
| Q1 26 | 53.8% | 25.2% | ||
| Q4 25 | — | 38.4% | ||
| Q3 25 | — | 31.5% | ||
| Q2 25 | — | 39.2% | ||
| Q1 25 | — | 38.8% | ||
| Q4 24 | — | 28.4% | ||
| Q3 24 | — | 41.4% | ||
| Q2 24 | — | 33.0% |
每股收益（稀释后）ACTOLED
| Q1 26 | $1.18 | $0.76 | ||
| Q4 25 | $1.23 | $1.40 | ||
| Q3 25 | $1.10 | $0.92 | ||
| Q2 25 | $1.11 | $1.41 | ||
| Q1 25 | $1.08 | $1.35 | ||
| Q4 24 | $1.05 | $0.96 | ||
| Q3 24 | $1.15 | $1.40 | ||
| Q2 24 | $1.16 | $1.10 |
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 | $516.4M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | — |
| 总资产 | $7.0B | $1.9B |
| 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ACTOLED
| Q1 26 | $549.0M | $516.4M | ||
| Q4 25 | $582.5M | $602.4M | ||
| Q3 25 | $545.6M | $603.0M | ||
| Q2 25 | $616.0M | $525.2M | ||
| Q1 25 | $639.0M | $571.3M | ||
| Q4 24 | $602.8M | $492.7M | ||
| Q3 24 | $674.9M | $551.6M | ||
| Q2 24 | $711.3M | $530.5M |
总债务ACTOLED
| 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ACTOLED
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $1.8B | ||
| Q3 25 | $5.3B | $1.7B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $5.1B | $1.7B | ||
| Q4 24 | $5.0B | $1.6B | ||
| Q3 24 | $5.0B | $1.6B | ||
| Q2 24 | $4.8B | $1.5B |
总资产ACTOLED
| Q1 26 | $7.0B | $1.9B | ||
| Q4 25 | $6.9B | $2.0B | ||
| Q3 25 | $6.9B | $1.9B | ||
| Q2 25 | $6.8B | $1.9B | ||
| Q1 25 | $6.7B | $1.9B | ||
| Q4 24 | $6.5B | $1.8B | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.8B |
负债/权益比ACTOLED
| 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 | — | $108.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 3.03× |
| 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ACTOLED
| Q1 26 | — | $108.9M | ||
| Q4 25 | $724.5M | $31.1M | ||
| Q3 25 | $192.0M | $97.2M | ||
| Q2 25 | $119.5M | $51.9M | ||
| Q1 25 | $226.7M | $30.6M | ||
| Q4 24 | $686.3M | $34.7M | ||
| Q3 24 | $188.1M | $79.9M | ||
| Q2 24 | $144.7M | $67.0M |
自由现金流ACTOLED
| Q1 26 | — | — | ||
| Q4 25 | — | $15.1M | ||
| Q3 25 | — | $84.3M | ||
| Q2 25 | — | $37.5M | ||
| Q1 25 | — | $17.5M | ||
| Q4 24 | — | $22.0M | ||
| Q3 24 | — | $66.2M | ||
| Q2 24 | — | $57.9M |
自由现金流率ACTOLED
| Q1 26 | — | — | ||
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 60.4% | ||
| Q2 25 | — | 21.8% | ||
| Q1 25 | — | 10.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 41.0% | ||
| Q2 24 | — | 36.5% |
资本支出强度ACTOLED
| Q1 26 | — | — | ||
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 5.8% |
现金转化率ACTOLED
| Q1 26 | — | 3.03× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.47× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | 1.19× | ||
| Q2 24 | — | 1.28× |
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% |
OLED
| Material sales | $83.7M | 59% |
| Royalty and license fees | $54.2M | 38% |
| Contract research services | $4.3M | 3% |
