vs
Enact Holdings, Inc.（ACT）与ProPetro Holding Corp.（PUMP）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ProPetro Holding Corp.的1.1倍（$312.7M vs $289.7M），Enact Holdings, Inc.同比增速更快（3.6% vs -9.6%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -15.5%）
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商，主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务，核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
ACT vs PUMP — 直观对比
营收规模更大
ACT
是对方的1.1倍
$289.7M
营收增速更快
ACT
高出13.3%
-9.6%
两年增速更快
ACT
近两年复合增速
-15.5%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $289.7M |
| 净利润 | — | — |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 2.1% |
| 净利率 | — | — |
| 营收同比 | 3.6% | -9.6% |
| 净利润同比 | — | — |
| 每股收益（稀释后） | $1.23 | $0.01 |
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ACTPUMP
| Q4 25 | $312.7M | $289.7M | ||
| Q3 25 | $311.5M | $293.9M | ||
| Q2 25 | $304.9M | $326.2M | ||
| Q1 25 | $306.8M | $359.4M | ||
| Q4 24 | $301.8M | $320.6M | ||
| Q3 24 | $309.6M | $360.9M | ||
| Q2 24 | $298.8M | $357.0M | ||
| Q1 24 | $291.6M | $405.8M |
净利润ACTPUMP
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | — | $-7.2M | ||
| Q1 25 | — | $9.6M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-137.1M | ||
| Q2 24 | — | $-3.7M | ||
| Q1 24 | — | $19.9M |
营业利润率ACTPUMP
| Q4 25 | 71.3% | 2.1% | ||
| Q3 25 | 67.4% | -2.1% | ||
| Q2 25 | 70.4% | -1.0% | ||
| Q1 25 | 68.9% | 2.6% | ||
| Q4 24 | 68.9% | -5.8% | ||
| Q3 24 | 74.1% | -49.4% | ||
| Q2 24 | 78.6% | -0.1% | ||
| Q1 24 | 70.6% | 7.5% |
净利率ACTPUMP
| Q4 25 | — | — | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | -2.2% | ||
| Q1 25 | — | 2.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -38.0% | ||
| Q2 24 | — | -1.0% | ||
| Q1 24 | — | 4.9% |
每股收益（稀释后）ACTPUMP
| Q4 25 | $1.23 | $0.01 | ||
| Q3 25 | $1.10 | $-0.02 | ||
| Q2 25 | $1.11 | $-0.07 | ||
| Q1 25 | $1.08 | $0.09 | ||
| Q4 24 | $1.05 | $-0.14 | ||
| Q3 24 | $1.15 | $-1.32 | ||
| Q2 24 | $1.16 | $-0.03 | ||
| Q1 24 | $1.01 | $0.18 |
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 | $91.3M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $829.8M |
| 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ACTPUMP
| Q4 25 | $582.5M | $91.3M | ||
| Q3 25 | $545.6M | $76.7M | ||
| Q2 25 | $616.0M | $83.0M | ||
| Q1 25 | $639.0M | $71.4M | ||
| Q4 24 | $602.8M | $58.3M | ||
| Q3 24 | $674.9M | $54.0M | ||
| Q2 24 | $711.3M | $74.7M | ||
| Q1 24 | $624.3M | $53.6M |
总债务ACTPUMP
| 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 | — |
股东权益ACTPUMP
| Q4 25 | $5.4B | $829.8M | ||
| Q3 25 | $5.3B | $826.2M | ||
| Q2 25 | $5.2B | $824.0M | ||
| Q1 25 | $5.1B | $826.5M | ||
| Q4 24 | $5.0B | $816.3M | ||
| Q3 24 | $5.0B | $833.0M | ||
| Q2 24 | $4.8B | $975.8M | ||
| Q1 24 | $4.7B | $998.2M |
总资产ACTPUMP
| Q4 25 | $6.9B | $1.3B | ||
| Q3 25 | $6.9B | $1.3B | ||
| Q2 25 | $6.8B | $1.2B | ||
| Q1 25 | $6.7B | $1.2B | ||
| Q4 24 | $6.5B | $1.2B | ||
| Q3 24 | $6.6B | $1.3B | ||
| Q2 24 | $6.3B | $1.5B | ||
| Q1 24 | $6.3B | $1.2B |
负债/权益比ACTPUMP
| 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× | — |
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 | $81.0M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 5.8% |
| 资本支出强度资本支出/营收 | — | 22.2% |
| 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 | — | $45.3M |
8季度趋势，按日历期对齐
经营现金流ACTPUMP
| Q4 25 | $724.5M | $81.0M | ||
| Q3 25 | $192.0M | $41.7M | ||
| Q2 25 | $119.5M | $54.2M | ||
| Q1 25 | $226.7M | $54.7M | ||
| Q4 24 | $686.3M | $37.9M | ||
| Q3 24 | $188.1M | $34.7M | ||
| Q2 24 | $144.7M | $104.9M | ||
| Q1 24 | $187.3M | $74.8M |
自由现金流ACTPUMP
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $-2.4M | ||
| Q2 25 | — | $17.1M | ||
| Q1 25 | — | $13.8M | ||
| Q4 24 | — | $10.0M | ||
| Q3 24 | — | $-6.0M | ||
| Q2 24 | — | $67.7M | ||
| Q1 24 | — | $40.2M |
自由现金流率ACTPUMP
| Q4 25 | — | 5.8% | ||
| Q3 25 | — | -0.8% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 3.8% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | 19.0% | ||
| Q1 24 | — | 9.9% |
资本支出强度ACTPUMP
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 15.0% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 11.4% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 11.3% | ||
| Q2 24 | — | 10.4% | ||
| Q1 24 | — | 8.5% |
现金转化率ACTPUMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 5.70× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 3.75× |
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
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |
