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Enact Holdings, Inc.（ACT）与ROGERS CORP（ROG）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ROGERS CORP的1.6倍（$312.7M vs $200.5M），ROGERS CORP同比增速更快（5.2% vs 3.6%），过去两年Enact Holdings, Inc.的营收复合增速更高（3.6% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
ACT vs ROG — 直观对比
营收规模更大
ACT
是对方的1.6倍
$200.5M
营收增速更快
ROG
高出1.6%
3.6%
两年增速更快
ACT
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $200.5M |
| 净利润 | — | $4.5M |
| 毛利率 | — | 32.2% |
| 营业利润率 | 71.3% | — |
| 净利率 | — | 2.2% |
| 营收同比 | 3.6% | 5.2% |
| 净利润同比 | — | 421.4% |
| 每股收益（稀释后） | $1.23 | $0.25 |
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ACTROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $312.7M | $201.5M | ||
| Q3 25 | $311.5M | $216.0M | ||
| Q2 25 | $304.9M | $202.8M | ||
| Q1 25 | $306.8M | $190.5M | ||
| Q4 24 | $301.8M | $192.2M | ||
| Q3 24 | $309.6M | $210.3M | ||
| Q2 24 | $298.8M | $214.2M |
净利润ACTROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | — | $4.6M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | — | $-73.6M | ||
| Q1 25 | — | $-1.4M | ||
| Q4 24 | — | $-500.0K | ||
| Q3 24 | — | $10.7M | ||
| Q2 24 | — | $8.1M |
毛利率ACTROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
营业利润率ACTROG
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | 3.5% | ||
| Q3 25 | 67.4% | 7.3% | ||
| Q2 25 | 70.4% | -33.3% | ||
| Q1 25 | 68.9% | -0.2% | ||
| Q4 24 | 68.9% | -6.6% | ||
| Q3 24 | 74.1% | 6.9% | ||
| Q2 24 | 78.6% | 5.3% |
净利率ACTROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | -36.3% | ||
| Q1 25 | — | -0.7% | ||
| Q4 24 | — | -0.3% | ||
| Q3 24 | — | 5.1% | ||
| Q2 24 | — | 3.8% |
每股收益（稀释后）ACTROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.23 | $0.20 | ||
| Q3 25 | $1.10 | $0.48 | ||
| Q2 25 | $1.11 | $-4.00 | ||
| Q1 25 | $1.08 | $-0.08 | ||
| Q4 24 | $1.05 | $-0.04 | ||
| Q3 24 | $1.15 | $0.58 | ||
| Q2 24 | $1.16 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | $1.2B |
| 总资产 | $6.9B | $1.4B |
| 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ACTROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $582.5M | $197.0M | ||
| Q3 25 | $545.6M | $167.8M | ||
| Q2 25 | $616.0M | $157.2M | ||
| Q1 25 | $639.0M | $175.6M | ||
| Q4 24 | $602.8M | $159.8M | ||
| Q3 24 | $674.9M | $146.4M | ||
| Q2 24 | $711.3M | $119.9M |
总债务ACTROG
| Q1 26 | — | — | ||
| 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ACTROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $5.4B | $1.2B | ||
| Q3 25 | $5.3B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.3B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $5.0B | $1.3B | ||
| Q2 24 | $4.8B | $1.3B |
总资产ACTROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $6.9B | $1.4B | ||
| Q3 25 | $6.9B | $1.4B | ||
| Q2 25 | $6.8B | $1.5B | ||
| Q1 25 | $6.7B | $1.5B | ||
| Q4 24 | $6.5B | $1.5B | ||
| Q3 24 | $6.6B | $1.5B | ||
| Q2 24 | $6.3B | $1.5B |
负债/权益比ACTROG
| Q1 26 | — | — | ||
| 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 | $724.5M | $5.8M |
| 自由现金流经营现金流 - 资本支出 | — | $1.1M |
| 自由现金流率自由现金流/营收 | — | 0.5% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | — | 1.29× |
| 过去12个月自由现金流最近4个季度 | — | $70.1M |
8季度趋势，按日历期对齐
经营现金流ACTROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $724.5M | $46.9M | ||
| Q3 25 | $192.0M | $28.9M | ||
| Q2 25 | $119.5M | $13.7M | ||
| Q1 25 | $226.7M | $11.7M | ||
| Q4 24 | $686.3M | $33.7M | ||
| Q3 24 | $188.1M | $42.4M | ||
| Q2 24 | $144.7M | $22.9M |
自由现金流ACTROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | — | $42.2M | ||
| Q3 25 | — | $21.2M | ||
| Q2 25 | — | $5.6M | ||
| Q1 25 | — | $2.1M | ||
| Q4 24 | — | $18.3M | ||
| Q3 24 | — | $25.2M | ||
| Q2 24 | — | $8.8M |
自由现金流率ACTROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | 20.9% | ||
| Q3 25 | — | 9.8% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 9.5% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 4.1% |
资本支出强度ACTROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 4.0% | ||
| Q1 25 | — | 5.0% | ||
| Q4 24 | — | 8.0% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 6.6% |
现金转化率ACTROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | — | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
