vs
Enact Holdings, Inc.（ACT）与USA Compression Partners, LP（USAC）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USA Compression Partners, LP的1.2倍（$312.7M vs $252.5M），Enact Holdings, Inc.同比增速更快（3.6% vs 2.7%），过去两年USA Compression Partners, LP的营收复合增速更高（4.9% vs 3.6%）
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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
ACT vs USAC — 直观对比
营收规模更大
ACT
是对方的1.2倍
$252.5M
营收增速更快
ACT
高出0.9%
2.7%
两年增速更快
USAC
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.7M | $252.5M |
| 净利润 | — | $27.8M |
| 毛利率 | — | — |
| 营业利润率 | 71.3% | 30.3% |
| 净利率 | — | 11.0% |
| 营收同比 | 3.6% | 2.7% |
| 净利润同比 | — | 9.1% |
| 每股收益（稀释后） | $1.23 | — |
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ACTUSAC
| Q4 25 | $312.7M | $252.5M | ||
| Q3 25 | $311.5M | $250.3M | ||
| Q2 25 | $304.9M | $250.1M | ||
| Q1 25 | $306.8M | $245.2M | ||
| Q4 24 | $301.8M | $245.9M | ||
| Q3 24 | $309.6M | $240.0M | ||
| Q2 24 | $298.8M | $235.3M | ||
| Q1 24 | $291.6M | $229.3M |
净利润ACTUSAC
| Q4 25 | — | $27.8M | ||
| Q3 25 | — | $34.5M | ||
| Q2 25 | — | $28.6M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | — | $25.4M | ||
| Q3 24 | — | $19.3M | ||
| Q2 24 | — | $31.2M | ||
| Q1 24 | — | $23.6M |
营业利润率ACTUSAC
| Q4 25 | 71.3% | 30.3% | ||
| Q3 25 | 67.4% | 33.5% | ||
| Q2 25 | 70.4% | 30.6% | ||
| Q1 25 | 68.9% | 28.3% | ||
| Q4 24 | 68.9% | 30.3% | ||
| Q3 24 | 74.1% | 31.5% | ||
| Q2 24 | 78.6% | 32.9% | ||
| Q1 24 | 70.6% | 29.2% |
净利率ACTUSAC
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 13.8% | ||
| Q2 25 | — | 11.4% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 13.3% | ||
| Q1 24 | — | 10.3% |
每股收益（稀释后）ACTUSAC
| Q4 25 | $1.23 | — | ||
| Q3 25 | $1.10 | — | ||
| Q2 25 | $1.11 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.05 | — | ||
| Q3 24 | $1.15 | — | ||
| Q2 24 | $1.16 | — | ||
| Q1 24 | $1.01 | — |
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 | $8.6M |
| 总债务越低越好 | $744.5M | $2.5B |
| 股东权益账面价值 | $5.4B | — |
| 总资产 | $6.9B | $2.6B |
| 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ACTUSAC
| Q4 25 | $582.5M | $8.6M | ||
| Q3 25 | $545.6M | — | ||
| Q2 25 | $616.0M | $2.0K | ||
| Q1 25 | $639.0M | $2.0K | ||
| Q4 24 | $602.8M | $14.0K | ||
| Q3 24 | $674.9M | $79.0K | ||
| Q2 24 | $711.3M | $9.0K | ||
| Q1 24 | $624.3M | $8.0K |
总债务ACTUSAC
| Q4 25 | $744.5M | $2.5B | ||
| Q3 25 | $744.1M | $2.5B | ||
| Q2 25 | $743.8M | $2.5B | ||
| Q1 25 | $743.4M | $2.5B | ||
| Q4 24 | $743.0M | $2.5B | ||
| Q3 24 | $742.7M | $2.5B | ||
| Q2 24 | $742.4M | $2.5B | ||
| Q1 24 | $746.1M | $2.5B |
股东权益ACTUSAC
| Q4 25 | $5.4B | — | ||
| Q3 25 | $5.3B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $5.1B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $5.0B | — | ||
| Q2 24 | $4.8B | — | ||
| Q1 24 | $4.7B | — |
总资产ACTUSAC
| Q4 25 | $6.9B | $2.6B | ||
| Q3 25 | $6.9B | $2.7B | ||
| Q2 25 | $6.8B | $2.7B | ||
| Q1 25 | $6.7B | $2.7B | ||
| Q4 24 | $6.5B | $2.7B | ||
| Q3 24 | $6.6B | $2.8B | ||
| Q2 24 | $6.3B | $2.8B | ||
| Q1 24 | $6.3B | $2.8B |
负债/权益比ACTUSAC
| 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 | $139.5M |
| 自由现金流经营现金流 - 资本支出 | — | $87.7M |
| 自由现金流率自由现金流/营收 | — | 34.8% |
| 资本支出强度资本支出/营收 | — | 20.5% |
| 现金转化率经营现金流/净利润 | — | 5.02× |
| 过去12个月自由现金流最近4个季度 | — | $277.0M |
8季度趋势，按日历期对齐
经营现金流ACTUSAC
| Q4 25 | $724.5M | $139.5M | ||
| Q3 25 | $192.0M | $75.9M | ||
| Q2 25 | $119.5M | $124.2M | ||
| Q1 25 | $226.7M | $54.7M | ||
| Q4 24 | $686.3M | $130.2M | ||
| Q3 24 | $188.1M | $48.5M | ||
| Q2 24 | $144.7M | $96.7M | ||
| Q1 24 | $187.3M | $65.9M |
自由现金流ACTUSAC
| Q4 25 | — | $87.7M | ||
| Q3 25 | — | $51.9M | ||
| Q2 25 | — | $101.1M | ||
| Q1 25 | — | $36.3M | ||
| Q4 24 | — | $101.2M | ||
| Q3 24 | — | $19.8M | ||
| Q2 24 | — | $48.2M | ||
| Q1 24 | — | $-32.7M |
自由现金流率ACTUSAC
| Q4 25 | — | 34.8% | ||
| Q3 25 | — | 20.7% | ||
| Q2 25 | — | 40.4% | ||
| Q1 25 | — | 14.8% | ||
| Q4 24 | — | 41.1% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | 20.5% | ||
| Q1 24 | — | -14.3% |
资本支出强度ACTUSAC
| Q4 25 | — | 20.5% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | 20.6% | ||
| Q1 24 | — | 43.0% |
现金转化率ACTUSAC
| Q4 25 | — | 5.02× | ||
| Q3 25 | — | 2.20× | ||
| Q2 25 | — | 4.35× | ||
| Q1 25 | — | 2.66× | ||
| Q4 24 | — | 5.12× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 3.10× | ||
| Q1 24 | — | 2.80× |
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
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
