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Enact Holdings, Inc.(ACT)与Pacira BioSciences, Inc.(PCRX)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Pacira BioSciences, Inc.的1.8倍($312.7M vs $177.4M),Pacira BioSciences, Inc.同比增速更快(5.0% vs 3.6%),过去两年Enact Holdings, Inc.的营收复合增速更高(3.6% vs -0.2%)
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。
Pacira BioSciences是一家专科制药企业,专注于非阿片类疼痛管理药物的研发与商业化,核心产品线面向术后镇痛场景,服务以美国为主的医院、门诊手术中心等医疗服务机构,同时推进部分国际市场的拓展工作。
ACT vs PCRX — 直观对比
营收规模更大
ACT
是对方的1.8倍
$177.4M
营收增速更快
PCRX
高出1.4%
3.6%
两年增速更快
ACT
近两年复合增速
-0.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $177.4M |
| 净利润 | — | $2.9M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 3.9% |
| 净利率 | — | 1.6% |
| 营收同比 | 3.6% | 5.0% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.23 | $0.07 |
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
ACT
PCRX
| Q1 26 | — | $177.4M | ||
| Q4 25 | $312.7M | $196.9M | ||
| Q3 25 | $311.5M | $179.5M | ||
| Q2 25 | $304.9M | $181.1M | ||
| Q1 25 | $306.8M | $168.9M | ||
| Q4 24 | $301.8M | $187.3M | ||
| Q3 24 | $309.6M | $168.6M | ||
| Q2 24 | $298.8M | $178.0M |
净利润
ACT
PCRX
| Q1 26 | — | $2.9M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $5.4M | ||
| Q2 25 | — | $-4.8M | ||
| Q1 25 | — | $4.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-143.5M | ||
| Q2 24 | — | $18.9M |
毛利率
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | — | 79.5% | ||
| Q3 25 | — | 80.9% | ||
| Q2 25 | — | 77.4% | ||
| Q1 25 | — | 79.7% | ||
| Q4 24 | — | 78.7% | ||
| Q3 24 | — | 76.9% | ||
| Q2 24 | — | 75.1% |
营业利润率
ACT
PCRX
| Q1 26 | — | 3.9% | ||
| Q4 25 | 71.3% | 1.2% | ||
| Q3 25 | 67.4% | 3.5% | ||
| Q2 25 | 70.4% | 4.7% | ||
| Q1 25 | 68.9% | 1.2% | ||
| Q4 24 | 68.9% | 13.2% | ||
| Q3 24 | 74.1% | -82.8% | ||
| Q2 24 | 78.6% | 15.9% |
净利率
ACT
PCRX
| Q1 26 | — | 1.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | -2.7% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -85.1% | ||
| Q2 24 | — | 10.6% |
每股收益(稀释后)
ACT
PCRX
| Q1 26 | — | $0.07 | ||
| Q4 25 | $1.23 | $0.05 | ||
| Q3 25 | $1.10 | $0.12 | ||
| Q2 25 | $1.11 | $-0.11 | ||
| Q1 25 | $1.08 | $0.10 | ||
| Q4 24 | $1.05 | $0.38 | ||
| Q3 24 | $1.15 | $-3.11 | ||
| Q2 24 | $1.16 | $0.39 |
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 | $144.3M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $653.9M |
| 总资产 | $6.9B | $1.2B |
| 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
ACT
PCRX
| Q1 26 | — | $144.3M | ||
| Q4 25 | $582.5M | $238.4M | ||
| Q3 25 | $545.6M | $246.3M | ||
| Q2 25 | $616.0M | $445.9M | ||
| Q1 25 | $639.0M | $493.6M | ||
| Q4 24 | $602.8M | $484.6M | ||
| Q3 24 | $674.9M | $453.8M | ||
| Q2 24 | $711.3M | $404.2M |
总债务
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | $744.5M | $372.2M | ||
| Q3 25 | $744.1M | $376.7M | ||
| Q2 25 | $743.8M | $580.5M | ||
| Q1 25 | $743.4M | $583.4M | ||
| Q4 24 | $743.0M | $585.3M | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益
ACT
PCRX
| Q1 26 | — | $653.9M | ||
| Q4 25 | $5.4B | $693.1M | ||
| Q3 25 | $5.3B | $727.2M | ||
| Q2 25 | $5.2B | $757.8M | ||
| Q1 25 | $5.1B | $798.5M | ||
| Q4 24 | $5.0B | $778.3M | ||
| Q3 24 | $5.0B | $749.6M | ||
| Q2 24 | $4.8B | $879.3M |
总资产
ACT
PCRX
| Q1 26 | — | $1.2B | ||
| Q4 25 | $6.9B | $1.3B | ||
| Q3 25 | $6.9B | $1.3B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $6.7B | $1.6B | ||
| Q4 24 | $6.5B | $1.6B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.6B |
负债/权益比
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | 0.14× | 0.54× | ||
| Q3 25 | 0.14× | 0.52× | ||
| Q2 25 | 0.14× | 0.77× | ||
| Q1 25 | 0.15× | 0.73× | ||
| Q4 24 | 0.15× | 0.75× | ||
| 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 | $724.5M | — |
| 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 | — | — |
| 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
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $43.7M | ||
| Q3 25 | $192.0M | $60.8M | ||
| Q2 25 | $119.5M | $12.0M | ||
| Q1 25 | $226.7M | $35.5M | ||
| Q4 24 | $686.3M | $33.1M | ||
| Q3 24 | $188.1M | $53.9M | ||
| Q2 24 | $144.7M | $53.2M |
自由现金流
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | — | $43.5M | ||
| Q3 25 | — | $57.0M | ||
| Q2 25 | — | $9.3M | ||
| Q1 25 | — | $26.9M | ||
| Q4 24 | — | $31.0M | ||
| Q3 24 | — | $49.8M | ||
| Q2 24 | — | $51.6M |
自由现金流率
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 31.7% | ||
| Q2 25 | — | 5.1% | ||
| Q1 25 | — | 15.9% | ||
| Q4 24 | — | 16.6% | ||
| Q3 24 | — | 29.6% | ||
| Q2 24 | — | 29.0% |
资本支出强度
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 2.2% | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | — | 2.4% | ||
| Q2 24 | — | 0.9% |
现金转化率
ACT
PCRX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.20× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.82× |
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
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |