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Enact Holdings, Inc.（ACT）与PTC THERAPEUTICS, INC.（PTCT）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PTC THERAPEUTICS, INC.的1.9倍（$312.1M vs $164.7M），Enact Holdings, Inc.净利率更高（53.8% vs -82.0%，领先135.8%），Enact Holdings, Inc.同比增速更快（1.7% vs -22.7%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs -11.5%）
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。
PTC Therapeutics是一家总部位于美国的制药企业，专注于开发口服小分子药物及基因疗法，通过靶向转录后调控机制调节基因表达，相关产品管线主要面向罕见病治疗领域，致力于满足相关疾病未被覆盖的临床治疗需求。
ACT vs PTCT — 直观对比
营收规模更大
ACT
是对方的1.9倍
$164.7M
营收增速更快
ACT
高出24.5%
-22.7%
净利率更高
ACT
高出135.8%
-82.0%
两年增速更快
ACT
近两年复合增速
-11.5%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $164.7M |
| 净利润 | $168.0M | $-135.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -43.3% |
| 净利率 | 53.8% | -82.0% |
| 营收同比 | 1.7% | -22.7% |
| 净利润同比 | 1.2% | -104.8% |
| 每股收益（稀释后） | $1.18 | $-1.63 |
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ACTPTCT
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $164.7M | ||
| Q3 25 | $311.5M | $211.0M | ||
| Q2 25 | $304.9M | $178.9M | ||
| Q1 25 | $306.8M | $1.2B | ||
| Q4 24 | $301.8M | $213.2M | ||
| Q3 24 | $309.6M | $196.8M | ||
| Q2 24 | $298.8M | $186.7M |
净利润ACTPTCT
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $-135.0M | ||
| Q3 25 | — | $15.9M | ||
| Q2 25 | — | $-64.8M | ||
| Q1 25 | — | $866.6M | ||
| Q4 24 | — | $-65.9M | ||
| Q3 24 | — | $-106.7M | ||
| Q2 24 | — | $-99.2M |
营业利润率ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | -43.3% | ||
| Q3 25 | 67.4% | 1.4% | ||
| Q2 25 | 70.4% | -19.5% | ||
| Q1 25 | 68.9% | 82.5% | ||
| Q4 24 | 68.9% | -76.2% | ||
| Q3 24 | 74.1% | -27.7% | ||
| Q2 24 | 78.6% | -21.5% |
净利率ACTPTCT
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | -82.0% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | -36.3% | ||
| Q1 25 | — | 73.7% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | -54.2% | ||
| Q2 24 | — | -53.1% |
每股收益（稀释后）ACTPTCT
| Q1 26 | $1.18 | — | ||
| Q4 25 | $1.23 | $-1.63 | ||
| Q3 25 | $1.10 | $0.20 | ||
| Q2 25 | $1.11 | $-0.83 | ||
| Q1 25 | $1.08 | $10.04 | ||
| Q4 24 | $1.05 | $-0.85 | ||
| Q3 24 | $1.15 | $-1.39 | ||
| Q2 24 | $1.16 | $-1.29 |
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 | $1.9B |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $-205.3M |
| 总资产 | $7.0B | $2.9B |
| 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ACTPTCT
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $1.9B | ||
| Q3 25 | $545.6M | $1.7B | ||
| Q2 25 | $616.0M | $2.0B | ||
| Q1 25 | $639.0M | $2.0B | ||
| Q4 24 | $602.8M | $1.1B | ||
| Q3 24 | $674.9M | $1.0B | ||
| Q2 24 | $711.3M | $1.1B |
总债务ACTPTCT
| 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ACTPTCT
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $-205.3M | ||
| Q3 25 | $5.3B | $-155.8M | ||
| Q2 25 | $5.2B | $-206.5M | ||
| Q1 25 | $5.1B | $-185.8M | ||
| Q4 24 | $5.0B | $-1.1B | ||
| Q3 24 | $5.0B | $-1.1B | ||
| Q2 24 | $4.8B | $-980.2M |
总资产ACTPTCT
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $2.9B | ||
| Q3 25 | $6.9B | $2.6B | ||
| Q2 25 | $6.8B | $2.6B | ||
| Q1 25 | $6.7B | $2.7B | ||
| Q4 24 | $6.5B | $1.7B | ||
| Q3 24 | $6.6B | $1.8B | ||
| Q2 24 | $6.3B | $1.9B |
负债/权益比ACTPTCT
| 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 | — | $-34.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-36.6M |
| 自由现金流率自由现金流/营收 | — | -22.3% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 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 | — | $702.3M |
8季度趋势，按日历期对齐
经营现金流ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $-34.3M | ||
| Q3 25 | $192.0M | $-66.3M | ||
| Q2 25 | $119.5M | $-58.3M | ||
| Q1 25 | $226.7M | $870.1M | ||
| Q4 24 | $686.3M | $-30.0M | ||
| Q3 24 | $188.1M | $-77.0M | ||
| Q2 24 | $144.7M | $-71.5M |
自由现金流ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | — | $-36.6M | ||
| Q3 25 | — | $-69.7M | ||
| Q2 25 | — | $-59.6M | ||
| Q1 25 | — | $868.4M | ||
| Q4 24 | — | $-33.8M | ||
| Q3 24 | — | $-77.5M | ||
| Q2 24 | — | $-78.8M |
自由现金流率ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | — | -22.3% | ||
| Q3 25 | — | -33.1% | ||
| Q2 25 | — | -33.3% | ||
| Q1 25 | — | 73.8% | ||
| Q4 24 | — | -15.8% | ||
| Q3 24 | — | -39.4% | ||
| Q2 24 | — | -42.2% |
资本支出强度ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 4.0% |
现金转化率ACTPTCT
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | -4.17× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.00× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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
| Premiums | $242.8M | 78% |
| Other | $69.2M | 22% |
PTCT
暂无分部数据
