vs
Enact Holdings, Inc.(ACT)与Wingstop Inc.(WING)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Wingstop Inc.的1.7倍($312.7M vs $183.7M),Wingstop Inc.同比增速更快(7.4% vs 3.6%),过去两年Wingstop Inc.的营收复合增速更高(8.6% 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。
Wingstop Inc.是美国知名跨国快餐连锁品牌,核心产品为布法罗鸡翅,旗下门店均采用20世纪30至40年代喷气时代前的航空主题装饰风格,目前业务已覆盖全球多个国家和地区。
ACT vs WING — 直观对比
营收规模更大
ACT
是对方的1.7倍
$183.7M
营收增速更快
WING
高出3.8%
3.6%
两年增速更快
WING
近两年复合增速
3.6%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $312.7M | $183.7M |
| 净利润 | — | $29.9M |
| 毛利率 | — | 86.5% |
| 营业利润率 | 71.3% | 27.4% |
| 净利率 | — | 16.3% |
| 营收同比 | 3.6% | 7.4% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $1.23 | $1.08 |
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
ACT
WING
| Q1 26 | — | $183.7M | ||
| Q4 25 | $312.7M | $175.7M | ||
| Q3 25 | $311.5M | $175.7M | ||
| Q2 25 | $304.9M | $174.3M | ||
| Q1 25 | $306.8M | $171.1M | ||
| Q4 24 | $301.8M | $161.8M | ||
| Q3 24 | $309.6M | $162.5M | ||
| Q2 24 | $298.8M | $155.7M |
净利润
ACT
WING
| Q1 26 | — | $29.9M | ||
| Q4 25 | — | $26.8M | ||
| Q3 25 | — | $28.5M | ||
| Q2 25 | — | $26.8M | ||
| Q1 25 | — | $92.3M | ||
| Q4 24 | — | $26.8M | ||
| Q3 24 | — | $25.7M | ||
| Q2 24 | — | $27.5M |
毛利率
ACT
WING
| Q1 26 | — | 86.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 85.6% | ||
| Q3 24 | — | 85.0% | ||
| Q2 24 | — | 85.4% |
营业利润率
ACT
WING
| Q1 26 | — | 27.4% | ||
| Q4 25 | 71.3% | 26.7% | ||
| Q3 25 | 67.4% | 27.9% | ||
| Q2 25 | 70.4% | 25.9% | ||
| Q1 25 | 68.9% | 22.4% | ||
| Q4 24 | 68.9% | 25.9% | ||
| Q3 24 | 74.1% | 24.5% | ||
| Q2 24 | 78.6% | 26.5% |
净利率
ACT
WING
| Q1 26 | — | 16.3% | ||
| Q4 25 | — | 15.2% | ||
| Q3 25 | — | 16.2% | ||
| Q2 25 | — | 15.4% | ||
| Q1 25 | — | 53.9% | ||
| Q4 24 | — | 16.5% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | — | 17.7% |
每股收益(稀释后)
ACT
WING
| Q1 26 | — | $1.08 | ||
| Q4 25 | $1.23 | $0.99 | ||
| Q3 25 | $1.10 | $1.02 | ||
| Q2 25 | $1.11 | $0.96 | ||
| Q1 25 | $1.08 | $3.24 | ||
| Q4 24 | $1.05 | $0.91 | ||
| Q3 24 | $1.15 | $0.88 | ||
| Q2 24 | $1.16 | $0.93 |
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 | $128.8M |
| 总债务越低越好 | $744.5M | — |
| 股东权益账面价值 | $5.4B | — |
| 总资产 | $6.9B | $648.9M |
| 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
ACT
WING
| Q1 26 | — | $128.8M | ||
| Q4 25 | $582.5M | $196.6M | ||
| Q3 25 | $545.6M | $237.6M | ||
| Q2 25 | $616.0M | $227.9M | ||
| Q1 25 | $639.0M | $251.4M | ||
| Q4 24 | $602.8M | $315.9M | ||
| Q3 24 | $674.9M | $84.0M | ||
| Q2 24 | $711.3M | $96.7M |
总债务
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | $744.5M | $1.2B | ||
| Q3 25 | $744.1M | — | ||
| Q2 25 | $743.8M | — | ||
| Q1 25 | $743.4M | — | ||
| Q4 24 | $743.0M | $1.2B | ||
| Q3 24 | $742.7M | — | ||
| Q2 24 | $742.4M | — |
股东权益
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $-736.8M | ||
| Q3 25 | $5.3B | $-702.6M | ||
| Q2 25 | $5.2B | $-686.0M | ||
| Q1 25 | $5.1B | $-715.0M | ||
| Q4 24 | $5.0B | $-675.6M | ||
| Q3 24 | $5.0B | $-447.5M | ||
| Q2 24 | $4.8B | $-437.5M |
总资产
ACT
WING
| Q1 26 | — | $648.9M | ||
| Q4 25 | $6.9B | $693.4M | ||
| Q3 25 | $6.9B | $721.0M | ||
| Q2 25 | $6.8B | $708.3M | ||
| Q1 25 | $6.7B | $696.8M | ||
| Q4 24 | $6.5B | $716.2M | ||
| Q3 24 | $6.6B | $484.8M | ||
| Q2 24 | $6.3B | $451.8M |
负债/权益比
ACT
WING
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $57.3M | ||
| Q3 25 | $192.0M | $63.9M | ||
| Q2 25 | $119.5M | $6.6M | ||
| Q1 25 | $226.7M | $25.3M | ||
| Q4 24 | $686.3M | $7.7M | ||
| Q3 24 | $188.1M | $69.0M | ||
| Q2 24 | $144.7M | $36.2M |
自由现金流
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | — | $34.5M | ||
| Q3 25 | — | $61.7M | ||
| Q2 25 | — | $-7.8M | ||
| Q1 25 | — | $17.3M | ||
| Q4 24 | — | $-8.6M | ||
| Q3 24 | — | $54.9M | ||
| Q2 24 | — | $25.9M |
自由现金流率
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | — | 19.6% | ||
| Q3 25 | — | 35.1% | ||
| Q2 25 | — | -4.5% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | -5.3% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 16.6% |
资本支出强度
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | 8.7% | ||
| Q2 24 | — | 6.6% |
现金转化率
ACT
WING
| Q1 26 | — | — | ||
| Q4 25 | — | 2.14× | ||
| Q3 25 | — | 2.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 2.68× | ||
| Q2 24 | — | 1.32× |
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
WING
| Royalty revenue, franchise fees and other | $87.5M | 48% |
| Advertising fees | $63.3M | 34% |
| Company-owned restaurant sales | $33.0M | 18% |