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Enact Holdings, Inc.（ACT）与Ultra Clean Holdings, Inc.（UCTT）财务数据对比。点击上方公司名可切换其他公司
Ultra Clean Holdings, Inc.的季度营收约是Enact Holdings, Inc.的1.7倍（$533.7M vs $312.1M），Enact Holdings, Inc.净利率更高（53.8% vs -2.8%，领先56.6%），Ultra Clean Holdings, Inc.同比增速更快（2.9% vs 1.7%），过去两年Enact Holdings, Inc.的营收复合增速更高（2.2% vs 1.7%）
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。
Ultra Clean Holdings是面向半导体、先进显示及生命科学领域的全球供应商，核心业务涵盖关键子系统制造、超高纯清洗服务及精密工艺组件供应，业务覆盖北美、亚洲、欧洲，服务头部晶圆厂及高科技设备制造商。
ACT vs UCTT — 直观对比
营收规模更大
UCTT
是对方的1.7倍
$312.1M
营收增速更快
UCTT
高出1.2%
1.7%
净利率更高
ACT
高出56.6%
-2.8%
两年增速更快
ACT
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $312.1M | $533.7M |
| 净利润 | $168.0M | $-15.0M |
| 毛利率 | — | 12.2% |
| 营业利润率 | — | 2.1% |
| 净利率 | 53.8% | -2.8% |
| 营收同比 | 1.7% | 2.9% |
| 净利润同比 | 1.2% | -500.0% |
| 每股收益（稀释后） | $1.18 | $-0.40 |
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ACTUCTT
| Q1 26 | $312.1M | $533.7M | ||
| Q4 25 | $312.7M | $506.6M | ||
| Q3 25 | $311.5M | $510.0M | ||
| Q2 25 | $304.9M | $518.8M | ||
| Q1 25 | $306.8M | $518.6M | ||
| Q4 24 | $301.8M | $563.4M | ||
| Q3 24 | $309.6M | $540.4M | ||
| Q2 24 | $298.8M | $516.1M |
净利润ACTUCTT
| Q1 26 | $168.0M | $-15.0M | ||
| Q4 25 | — | $-3.3M | ||
| Q3 25 | — | $-10.9M | ||
| Q2 25 | — | $-162.0M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $16.3M | ||
| Q3 24 | — | $-2.3M | ||
| Q2 24 | — | $19.1M |
毛利率ACTUCTT
| Q1 26 | — | 12.2% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 16.1% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 16.2% | ||
| Q4 24 | — | 16.3% | ||
| Q3 24 | — | 17.3% | ||
| Q2 24 | — | 17.1% |
营业利润率ACTUCTT
| Q1 26 | — | 2.1% | ||
| Q4 25 | 71.3% | 2.2% | ||
| Q3 25 | 67.4% | 2.1% | ||
| Q2 25 | 70.4% | -27.3% | ||
| Q1 25 | 68.9% | 2.5% | ||
| Q4 24 | 68.9% | 4.6% | ||
| Q3 24 | 74.1% | 4.7% | ||
| Q2 24 | 78.6% | 4.4% |
净利率ACTUCTT
| Q1 26 | 53.8% | -2.8% | ||
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | -2.1% | ||
| Q2 25 | — | -31.2% | ||
| Q1 25 | — | -1.0% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | -0.4% | ||
| Q2 24 | — | 3.7% |
每股收益（稀释后）ACTUCTT
| Q1 26 | $1.18 | $-0.40 | ||
| Q4 25 | $1.23 | $-0.07 | ||
| Q3 25 | $1.10 | $-0.24 | ||
| Q2 25 | $1.11 | $-3.58 | ||
| Q1 25 | $1.08 | $-0.11 | ||
| Q4 24 | $1.05 | $0.36 | ||
| Q3 24 | $1.15 | $-0.05 | ||
| Q2 24 | $1.16 | $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 | $549.0M | $323.5M |
| 总债务越低越好 | $744.9M | $601.9M |
| 股东权益账面价值 | $5.3B | $702.1M |
| 总资产 | $7.0B | $1.9B |
| 负债/权益比越低杠杆越低 | 0.14× | 0.86× |
8季度趋势，按日历期对齐
现金及短期投资ACTUCTT
| Q1 26 | $549.0M | $323.5M | ||
| Q4 25 | $582.5M | $311.8M | ||
| Q3 25 | $545.6M | $314.1M | ||
| Q2 25 | $616.0M | $327.4M | ||
| Q1 25 | $639.0M | $317.6M | ||
| Q4 24 | $602.8M | $313.9M | ||
| Q3 24 | $674.9M | $318.2M | ||
| Q2 24 | $711.3M | $319.5M |
总债务ACTUCTT
| Q1 26 | $744.9M | $601.9M | ||
| Q4 25 | $744.5M | $481.4M | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $499.7M | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益ACTUCTT
| Q1 26 | $5.3B | $702.1M | ||
| Q4 25 | $5.4B | $711.0M | ||
| Q3 25 | $5.3B | $709.9M | ||
| Q2 25 | $5.2B | $719.4M | ||
| Q1 25 | $5.1B | $872.0M | ||
| Q4 24 | $5.0B | $873.6M | ||
| Q3 24 | $5.0B | $857.9M | ||
| Q2 24 | $4.8B | $852.3M |
总资产ACTUCTT
| Q1 26 | $7.0B | $1.9B | ||
| Q4 25 | $6.9B | $1.7B | ||
| Q3 25 | $6.9B | $1.7B | ||
| Q2 25 | $6.8B | $1.7B | ||
| Q1 25 | $6.7B | $1.9B | ||
| Q4 24 | $6.5B | $1.9B | ||
| Q3 24 | $6.6B | $1.9B | ||
| Q2 24 | $6.3B | $1.9B |
负债/权益比ACTUCTT
| Q1 26 | 0.14× | 0.86× | ||
| Q4 25 | 0.14× | 0.68× | ||
| Q3 25 | 0.14× | — | ||
| Q2 25 | 0.14× | — | ||
| Q1 25 | 0.15× | — | ||
| Q4 24 | 0.15× | 0.57× | ||
| Q3 24 | 0.15× | — | ||
| Q2 24 | 0.15× | — |
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% |
UCTT
| Products | $465.7M | 87% |
| Services | $68.0M | 13% |
