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Enact Holdings, Inc.（ACT）与OXFORD INDUSTRIES INC（OXM）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OXFORD INDUSTRIES INC的1.0倍（$312.7M vs $307.3M），Enact Holdings, Inc.同比增速更快（3.6% vs -0.2%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -3.0%）
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。
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
ACT vs OXM — 直观对比
营收规模更大
ACT
是对方的1.0倍
$307.3M
营收增速更快
ACT
高出3.8%
-0.2%
两年增速更快
ACT
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $307.3M |
| 净利润 | — | $-63.7M |
| 毛利率 | — | 60.3% |
| 营业利润率 | 71.3% | -27.7% |
| 净利率 | — | -20.7% |
| 营收同比 | 3.6% | -0.2% |
| 净利润同比 | — | -1517.6% |
| 每股收益（稀释后） | $1.23 | $-4.28 |
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ACTOXM
| Q4 25 | $312.7M | $307.3M | ||
| Q3 25 | $311.5M | $403.1M | ||
| Q2 25 | $304.9M | $392.9M | ||
| Q1 25 | $306.8M | — | ||
| Q4 24 | $301.8M | $308.0M | ||
| Q3 24 | $309.6M | $419.9M | ||
| Q2 24 | $298.8M | $398.2M | ||
| Q1 24 | $291.6M | $404.4M |
净利润ACTOXM
| Q4 25 | — | $-63.7M | ||
| Q3 25 | — | $16.7M | ||
| Q2 25 | — | $26.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-3.9M | ||
| Q3 24 | — | $40.6M | ||
| Q2 24 | — | $38.4M | ||
| Q1 24 | — | $-60.1M |
毛利率ACTOXM
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | — | 60.9% |
营业利润率ACTOXM
| Q4 25 | 71.3% | -27.7% | ||
| Q3 25 | 67.4% | 6.3% | ||
| Q2 25 | 70.4% | 9.2% | ||
| Q1 25 | 68.9% | — | ||
| Q4 24 | 68.9% | -2.0% | ||
| Q3 24 | 74.1% | 12.5% | ||
| Q2 24 | 78.6% | 13.2% | ||
| Q1 24 | 70.6% | -20.1% |
净利率ACTOXM
| Q4 25 | — | -20.7% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | 6.7% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 9.7% | ||
| Q2 24 | — | 9.6% | ||
| Q1 24 | — | -14.9% |
每股收益（稀释后）ACTOXM
| Q4 25 | $1.23 | $-4.28 | ||
| Q3 25 | $1.10 | $1.12 | ||
| Q2 25 | $1.11 | $1.70 | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | $-0.25 | ||
| Q3 24 | $1.15 | $2.57 | ||
| Q2 24 | $1.16 | $2.42 | ||
| Q1 24 | $1.01 | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $528.0M |
| 总资产 | $6.9B | $1.3B |
| 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ACTOXM
| Q4 25 | $582.5M | $8.0M | ||
| Q3 25 | $545.6M | $6.9M | ||
| Q2 25 | $616.0M | $8.2M | ||
| Q1 25 | $639.0M | — | ||
| Q4 24 | $602.8M | $7.0M | ||
| Q3 24 | $674.9M | $18.4M | ||
| Q2 24 | $711.3M | $7.7M | ||
| Q1 24 | $624.3M | $7.6M |
总债务ACTOXM
| 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 | — | ||
| Q1 24 | $746.1M | $29.0M |
股东权益ACTOXM
| Q4 25 | $5.4B | $528.0M | ||
| Q3 25 | $5.3B | $597.1M | ||
| Q2 25 | $5.2B | $592.4M | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.0B | $612.2M | ||
| Q3 24 | $5.0B | $621.6M | ||
| Q2 24 | $4.8B | $592.9M | ||
| Q1 24 | $4.7B | $560.9M |
总资产ACTOXM
| Q4 25 | $6.9B | $1.3B | ||
| Q3 25 | $6.9B | $1.3B | ||
| Q2 25 | $6.8B | $1.3B | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $6.5B | $1.2B | ||
| Q3 24 | $6.6B | $1.2B | ||
| Q2 24 | $6.3B | $1.2B | ||
| Q1 24 | $6.3B | $1.1B |
负债/权益比ACTOXM
| 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× | — | ||
| Q1 24 | 0.16× | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-47.9M |
| 自由现金流率自由现金流/营收 | — | -15.6% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 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 | — | $-79.9M |
8季度趋势，按日历期对齐
经营现金流ACTOXM
| Q4 25 | $724.5M | $-9.1M | ||
| Q3 25 | $192.0M | $83.5M | ||
| Q2 25 | $119.5M | $-3.9M | ||
| Q1 25 | $226.7M | — | ||
| Q4 24 | $686.3M | $-18.2M | ||
| Q3 24 | $188.1M | $88.8M | ||
| Q2 24 | $144.7M | $32.9M | ||
| Q1 24 | $187.3M | $74.9M |
自由现金流ACTOXM
| Q4 25 | — | $-47.9M | ||
| Q3 25 | — | $52.3M | ||
| Q2 25 | — | $-27.4M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-56.9M | ||
| Q3 24 | — | $47.2M | ||
| Q2 24 | — | $21.0M | ||
| Q1 24 | — | $55.3M |
自由现金流率ACTOXM
| Q4 25 | — | -15.6% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | -7.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -18.5% | ||
| Q3 24 | — | 11.2% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | — | 13.7% |
资本支出强度ACTOXM
| Q4 25 | — | 12.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 6.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 9.9% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 4.8% |
现金转化率ACTOXM
| Q4 25 | — | — | ||
| Q3 25 | — | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| Q1 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
暂无分部数据
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
