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Enact Holdings, Inc.（ACT）与ORMAT TECHNOLOGIES, INC.（ORA）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ORMAT TECHNOLOGIES, INC.的1.1倍（$312.7M vs $276.0M），ORMAT TECHNOLOGIES, INC.同比增速更快（19.6% vs 3.6%），过去两年ORMAT TECHNOLOGIES, INC.的营收复合增速更高（11.0% 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。
Ormat Technologies是总部位于美国内华达州里诺的跨国企业，主打可再生地热能源技术，累计建成超190座电站，总装机容量超3200兆瓦；截至2021年1月自主运营933兆瓦地热及余热回收电站，还向全球多国供应超千台涡轮增压器。
ACT vs ORA — 直观对比
营收规模更大
ACT
是对方的1.1倍
$276.0M
营收增速更快
ORA
高出16.0%
3.6%
两年增速更快
ORA
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $276.0M |
| 净利润 | — | $31.4M |
| 毛利率 | — | 28.6% |
| 营业利润率 | 71.3% | 15.4% |
| 净利率 | — | 11.4% |
| 营收同比 | 3.6% | 19.6% |
| 净利润同比 | — | -23.2% |
| 每股收益（稀释后） | $1.23 | $0.51 |
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ACTORA
| Q4 25 | $312.7M | $276.0M | ||
| Q3 25 | $311.5M | $249.7M | ||
| Q2 25 | $304.9M | $234.0M | ||
| Q1 25 | $306.8M | $229.8M | ||
| Q4 24 | $301.8M | $230.7M | ||
| Q3 24 | $309.6M | $211.8M | ||
| Q2 24 | $298.8M | $213.0M | ||
| Q1 24 | $291.6M | $224.2M |
净利润ACTORA
| Q4 25 | — | $31.4M | ||
| Q3 25 | — | $24.1M | ||
| Q2 25 | — | $28.0M | ||
| Q1 25 | — | $40.4M | ||
| Q4 24 | — | $40.8M | ||
| Q3 24 | — | $22.1M | ||
| Q2 24 | — | $22.2M | ||
| Q1 24 | — | $38.6M |
毛利率ACTORA
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 25.6% | ||
| Q2 25 | — | 24.3% | ||
| Q1 25 | — | 31.7% | ||
| Q4 24 | — | 31.9% | ||
| Q3 24 | — | 27.8% | ||
| Q2 24 | — | 28.8% | ||
| Q1 24 | — | 35.2% |
营业利润率ACTORA
| Q4 25 | 71.3% | 15.4% | ||
| Q3 25 | 67.4% | 16.2% | ||
| Q2 25 | 70.4% | 15.1% | ||
| Q1 25 | 68.9% | 22.2% | ||
| Q4 24 | 68.9% | 21.3% | ||
| Q3 24 | 74.1% | 16.8% | ||
| Q2 24 | 78.6% | 16.5% | ||
| Q1 24 | 70.6% | 23.5% |
净利率ACTORA
| Q4 25 | — | 11.4% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | 12.0% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 10.4% | ||
| Q2 24 | — | 10.4% | ||
| Q1 24 | — | 17.2% |
每股收益（稀释后）ACTORA
| Q4 25 | $1.23 | $0.51 | ||
| Q3 25 | $1.10 | $0.39 | ||
| Q2 25 | $1.11 | $0.46 | ||
| Q1 25 | $1.08 | $0.66 | ||
| Q4 24 | $1.05 | $0.67 | ||
| Q3 24 | $1.15 | $0.36 | ||
| Q2 24 | $1.16 | $0.37 | ||
| Q1 24 | $1.01 | $0.64 |
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 | $147.4M |
| 总债务越低越好 | $744.5M | $2.7B |
| 股东权益账面价值 | $5.4B | $2.5B |
| 总资产 | $6.9B | $6.2B |
| 负债/权益比越低杠杆越低 | 0.14× | 1.05× |
8季度趋势，按日历期对齐
现金及短期投资ACTORA
| Q4 25 | $582.5M | $147.4M | ||
| Q3 25 | $545.6M | $79.6M | ||
| Q2 25 | $616.0M | $88.5M | ||
| Q1 25 | $639.0M | $112.7M | ||
| Q4 24 | $602.8M | $94.4M | ||
| Q3 24 | $674.9M | $88.1M | ||
| Q2 24 | $711.3M | $66.3M | ||
| Q1 24 | $624.3M | $201.5M |
总债务ACTORA
| Q4 25 | $744.5M | $2.7B | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $2.3B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — | ||
| Q1 24 | $746.1M | — |
股东权益ACTORA
| Q4 25 | $5.4B | $2.5B | ||
| Q3 25 | $5.3B | $2.5B | ||
| Q2 25 | $5.2B | $2.5B | ||
| Q1 25 | $5.1B | $2.5B | ||
| Q4 24 | $5.0B | $2.4B | ||
| Q3 24 | $5.0B | $2.4B | ||
| Q2 24 | $4.8B | $2.4B | ||
| Q1 24 | $4.7B | $2.4B |
总资产ACTORA
| Q4 25 | $6.9B | $6.2B | ||
| Q3 25 | $6.9B | $6.1B | ||
| Q2 25 | $6.8B | $6.0B | ||
| Q1 25 | $6.7B | $5.8B | ||
| Q4 24 | $6.5B | $5.7B | ||
| Q3 24 | $6.6B | $5.6B | ||
| Q2 24 | $6.3B | $5.5B | ||
| Q1 24 | $6.3B | $5.5B |
负债/权益比ACTORA
| Q4 25 | 0.14× | 1.05× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.97× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — | ||
| Q1 24 | 0.16× | — |
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 | $105.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-40.0M |
| 自由现金流率自由现金流/营收 | — | -14.5% |
| 资本支出强度资本支出/营收 | — | 52.6% |
| 现金转化率经营现金流/净利润 | — | 3.35× |
| 过去12个月自由现金流最近4个季度 | — | $-284.7M |
8季度趋势，按日历期对齐
经营现金流ACTORA
| Q4 25 | $724.5M | $105.0M | ||
| Q3 25 | $192.0M | $45.2M | ||
| Q2 25 | $119.5M | $96.9M | ||
| Q1 25 | $226.7M | $88.0M | ||
| Q4 24 | $686.3M | $158.6M | ||
| Q3 24 | $188.1M | $106.4M | ||
| Q2 24 | $144.7M | $30.7M | ||
| Q1 24 | $187.3M | $115.2M |
自由现金流ACTORA
| Q4 25 | — | $-40.0M | ||
| Q3 25 | — | $-102.1M | ||
| Q2 25 | — | $-37.9M | ||
| Q1 25 | — | $-104.6M | ||
| Q4 24 | — | $30.9M | ||
| Q3 24 | — | $-3.3M | ||
| Q2 24 | — | $-116.1M | ||
| Q1 24 | — | $11.8M |
自由现金流率ACTORA
| Q4 25 | — | -14.5% | ||
| Q3 25 | — | -40.9% | ||
| Q2 25 | — | -16.2% | ||
| Q1 25 | — | -45.5% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | -1.6% | ||
| Q2 24 | — | -54.5% | ||
| Q1 24 | — | 5.3% |
资本支出强度ACTORA
| Q4 25 | — | 52.6% | ||
| Q3 25 | — | 59.0% | ||
| Q2 25 | — | 57.6% | ||
| Q1 25 | — | 83.8% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 51.8% | ||
| Q2 24 | — | 69.0% | ||
| Q1 24 | — | 46.1% |
现金转化率ACTORA
| Q4 25 | — | 3.35× | ||
| Q3 25 | — | 1.87× | ||
| Q2 25 | — | 3.45× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | 3.89× | ||
| Q3 24 | — | 4.82× | ||
| Q2 24 | — | 1.38× | ||
| Q1 24 | — | 2.99× |
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
ORA
| Electricity | $186.6M | 68% |
| Products | $63.1M | 23% |
| Energy Storage Segment | $26.3M | 10% |
| Product Segment | $1.2M | 0% |
