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Enact Holdings, Inc.（ACT）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
Enact Holdings, Inc.的季度营收约是福尼克斯的1.5倍（$312.7M vs $210.4M），Enact Holdings, Inc.同比增速更快（3.6% vs -5.5%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
ACT vs PLAB — 直观对比
营收规模更大
ACT
是对方的1.5倍
$210.4M
营收增速更快
ACT
高出9.1%
-5.5%
两年增速更快
ACT
近两年复合增速
-3.8%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $210.4M |
| 净利润 | — | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 71.3% | 22.9% |
| 净利率 | — | 10.9% |
| 营收同比 | 3.6% | -5.5% |
| 净利润同比 | — | -32.4% |
| 每股收益（稀释后） | $1.23 | $0.39 |
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ACTPLAB
| Q4 25 | $312.7M | — | ||
| Q3 25 | $311.5M | $210.4M | ||
| Q2 25 | $304.9M | $211.0M | ||
| Q1 25 | $306.8M | $212.1M | ||
| Q4 24 | $301.8M | $222.6M | ||
| Q3 24 | $309.6M | $211.0M | ||
| Q2 24 | $298.8M | $217.0M | ||
| Q1 24 | $291.6M | $216.3M |
净利润ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $22.9M | ||
| Q2 25 | — | $8.9M | ||
| Q1 25 | — | $42.9M | ||
| Q4 24 | — | $33.9M | ||
| Q3 24 | — | $34.4M | ||
| Q2 24 | — | $36.3M | ||
| Q1 24 | — | $26.2M |
毛利率ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 36.6% |
营业利润率ACTPLAB
| Q4 25 | 71.3% | — | ||
| Q3 25 | 67.4% | 22.9% | ||
| Q2 25 | 70.4% | 26.4% | ||
| Q1 25 | 68.9% | 24.6% | ||
| Q4 24 | 68.9% | 25.1% | ||
| Q3 24 | 74.1% | 24.7% | ||
| Q2 24 | 78.6% | 25.8% | ||
| Q1 24 | 70.6% | 26.6% |
净利率ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 20.2% | ||
| Q4 24 | — | 15.2% | ||
| Q3 24 | — | 16.3% | ||
| Q2 24 | — | 16.7% | ||
| Q1 24 | — | 12.1% |
每股收益（稀释后）ACTPLAB
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | $0.39 | ||
| Q2 25 | $1.11 | $0.15 | ||
| Q1 25 | $1.08 | $0.68 | ||
| Q4 24 | $1.05 | $0.54 | ||
| Q3 24 | $1.15 | $0.55 | ||
| Q2 24 | $1.16 | $0.58 | ||
| Q1 24 | $1.01 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | $744.5M | $16.0K |
| 股东权益账面价值 | $5.4B | $1.1B |
| 总资产 | $6.9B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ACTPLAB
| Q4 25 | $582.5M | — | ||
| Q3 25 | $545.6M | $575.8M | ||
| Q2 25 | $616.0M | $558.4M | ||
| Q1 25 | $639.0M | $642.2M | ||
| Q4 24 | $602.8M | $640.7M | ||
| Q3 24 | $674.9M | $606.4M | ||
| Q2 24 | $711.3M | $559.9M | ||
| Q1 24 | $624.3M | $521.5M |
总债务ACTPLAB
| Q4 25 | $744.5M | — | ||
| Q3 25 | $744.1M | $16.0K | ||
| Q2 25 | $743.8M | $19.0K | ||
| Q1 25 | $743.4M | $21.0K | ||
| Q4 24 | $743.0M | $25.0K | ||
| Q3 24 | $742.7M | $28.0K | ||
| Q2 24 | $742.4M | $2.5M | ||
| Q1 24 | $746.1M | $2.7M |
股东权益ACTPLAB
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | $1.1B | ||
| Q2 25 | $5.2B | $1.1B | ||
| Q1 25 | $5.1B | $1.1B | ||
| Q4 24 | $5.0B | $1.1B | ||
| Q3 24 | $5.0B | $1.1B | ||
| Q2 24 | $4.8B | $1.0B | ||
| Q1 24 | $4.7B | $1.0B |
总资产ACTPLAB
| Q4 25 | $6.9B | — | ||
| Q3 25 | $6.9B | $1.8B | ||
| Q2 25 | $6.8B | $1.7B | ||
| Q1 25 | $6.7B | $1.7B | ||
| Q4 24 | $6.5B | $1.7B | ||
| Q3 24 | $6.6B | $1.6B | ||
| Q2 24 | $6.3B | $1.6B | ||
| Q1 24 | $6.3B | $1.6B |
负债/权益比ACTPLAB
| Q4 25 | 0.14× | — | ||
| Q3 25 | 0.14× | 0.00× | ||
| Q2 25 | 0.14× | 0.00× | ||
| Q1 25 | 0.15× | 0.00× | ||
| Q4 24 | 0.15× | 0.00× | ||
| Q3 24 | 0.15× | 0.00× | ||
| Q2 24 | 0.15× | 0.00× | ||
| Q1 24 | 0.16× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | — | $25.2M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 11.8% |
| 现金转化率经营现金流/净利润 | — | 2.19× |
| 过去12个月自由现金流最近4个季度 | — | $64.5M |
8季度趋势，按日历期对齐
经营现金流ACTPLAB
| Q4 25 | $724.5M | — | ||
| Q3 25 | $192.0M | $50.1M | ||
| Q2 25 | $119.5M | $31.5M | ||
| Q1 25 | $226.7M | $78.5M | ||
| Q4 24 | $686.3M | $68.4M | ||
| Q3 24 | $188.1M | $75.1M | ||
| Q2 24 | $144.7M | $76.5M | ||
| Q1 24 | $187.3M | $41.5M |
自由现金流ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $25.2M | ||
| Q2 25 | — | $-29.1M | ||
| Q1 25 | — | $43.3M | ||
| Q4 24 | — | $25.2M | ||
| Q3 24 | — | $50.7M | ||
| Q2 24 | — | $56.5M | ||
| Q1 24 | — | $-1.8M |
自由现金流率ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | -13.8% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 26.0% | ||
| Q1 24 | — | -0.8% |
资本支出强度ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 11.8% | ||
| Q2 25 | — | 28.7% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 19.4% | ||
| Q3 24 | — | 11.6% | ||
| Q2 24 | — | 9.2% | ||
| Q1 24 | — | 20.0% |
现金转化率ACTPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 2.19× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 1.83× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.59× |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
