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Enact Holdings, Inc.(ACT)与Xometry, Inc.(XMTR)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Xometry, Inc.的1.6倍($312.1M vs $192.4M),Enact Holdings, Inc.净利率更高(53.8% vs -4.5%,领先58.3%),Xometry, Inc.同比增速更快(29.5% vs 1.7%),过去两年Xometry, Inc.的营收复合增速更高(25.2% vs 2.2%)
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。
Xometry是一家按需制造零部件采购线上平台,服务覆盖原型研发到规模化生产的全流程需求,为各行业客户高效匹配制造产能,简化定制零部件的采购流程,助力企业缩短产品落地周期。
ACT vs XMTR — 直观对比
营收规模更大
ACT
是对方的1.6倍
$192.4M
营收增速更快
XMTR
高出27.8%
1.7%
净利率更高
ACT
高出58.3%
-4.5%
两年增速更快
XMTR
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $312.1M | $192.4M |
| 净利润 | $168.0M | $-8.6M |
| 毛利率 | — | 39.1% |
| 营业利润率 | — | -4.6% |
| 净利率 | 53.8% | -4.5% |
| 营收同比 | 1.7% | 29.5% |
| 净利润同比 | 1.2% | 12.7% |
| 每股收益(稀释后) | $1.18 | — |
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
XMTR
| Q1 26 | $312.1M | — | ||
| Q4 25 | $312.7M | $192.4M | ||
| Q3 25 | $311.5M | $180.7M | ||
| Q2 25 | $304.9M | $162.5M | ||
| Q1 25 | $306.8M | $151.0M | ||
| Q4 24 | $301.8M | $148.5M | ||
| Q3 24 | $309.6M | $141.7M | ||
| Q2 24 | $298.8M | $132.6M |
净利润
ACT
XMTR
| Q1 26 | $168.0M | — | ||
| Q4 25 | — | $-8.6M | ||
| Q3 25 | — | $-11.6M | ||
| Q2 25 | — | $-26.4M | ||
| Q1 25 | — | $-15.1M | ||
| Q4 24 | — | $-9.9M | ||
| Q3 24 | — | $-10.2M | ||
| Q2 24 | — | $-13.7M |
毛利率
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | — | 39.1% | ||
| Q3 25 | — | 39.9% | ||
| Q2 25 | — | 40.1% | ||
| Q1 25 | — | 37.3% | ||
| Q4 24 | — | 39.7% | ||
| Q3 24 | — | 39.4% | ||
| Q2 24 | — | 39.9% |
营业利润率
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | 71.3% | -4.6% | ||
| Q3 25 | 67.4% | -6.1% | ||
| Q2 25 | 70.4% | -6.3% | ||
| Q1 25 | 68.9% | -10.2% | ||
| Q4 24 | 68.9% | -7.8% | ||
| Q3 24 | 74.1% | -8.1% | ||
| Q2 24 | 78.6% | -11.5% |
净利率
ACT
XMTR
| Q1 26 | 53.8% | — | ||
| Q4 25 | — | -4.5% | ||
| Q3 25 | — | -6.4% | ||
| Q2 25 | — | -16.3% | ||
| Q1 25 | — | -10.0% | ||
| Q4 24 | — | -6.7% | ||
| Q3 24 | — | -7.2% | ||
| Q2 24 | — | -10.3% |
每股收益(稀释后)
ACT
XMTR
| Q1 26 | $1.18 | — | ||
| 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 | — |
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 | $219.1M |
| 总债务越低越好 | $744.9M | — |
| 股东权益账面价值 | $5.3B | $275.6M |
| 总资产 | $7.0B | $703.7M |
| 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
XMTR
| Q1 26 | $549.0M | — | ||
| Q4 25 | $582.5M | $219.1M | ||
| Q3 25 | $545.6M | $224.5M | ||
| Q2 25 | $616.0M | $225.8M | ||
| Q1 25 | $639.0M | $231.4M | ||
| Q4 24 | $602.8M | $239.8M | ||
| Q3 24 | $674.9M | $234.0M | ||
| Q2 24 | $711.3M | $240.9M |
总债务
ACT
XMTR
| Q1 26 | $744.9M | — | ||
| 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
ACT
XMTR
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.4B | $275.6M | ||
| Q3 25 | $5.3B | $272.0M | ||
| Q2 25 | $5.2B | $270.4M | ||
| Q1 25 | $5.1B | $309.9M | ||
| Q4 24 | $5.0B | $314.5M | ||
| Q3 24 | $5.0B | $315.2M | ||
| Q2 24 | $4.8B | $315.8M |
总资产
ACT
XMTR
| Q1 26 | $7.0B | — | ||
| Q4 25 | $6.9B | $703.7M | ||
| Q3 25 | $6.9B | $698.9M | ||
| Q2 25 | $6.8B | $687.0M | ||
| Q1 25 | $6.7B | $690.1M | ||
| Q4 24 | $6.5B | $680.1M | ||
| Q3 24 | $6.6B | $678.2M | ||
| Q2 24 | $6.3B | $678.6M |
负债/权益比
ACT
XMTR
| Q1 26 | 0.14× | — | ||
| 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 | — | $4.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.9M |
| 自由现金流率自由现金流/营收 | — | -3.0% |
| 资本支出强度资本支出/营收 | — | 5.3% |
| 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 | — | $-24.1M |
8季度趋势,按日历期对齐
经营现金流
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | $724.5M | $4.4M | ||
| Q3 25 | $192.0M | $5.8M | ||
| Q2 25 | $119.5M | $-427.0K | ||
| Q1 25 | $226.7M | $-3.7M | ||
| Q4 24 | $686.3M | $9.1M | ||
| Q3 24 | $188.1M | $-3.6M | ||
| Q2 24 | $144.7M | $-9.1M |
自由现金流
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | — | $-5.9M | ||
| Q3 25 | — | $-1.7M | ||
| Q2 25 | — | $-7.4M | ||
| Q1 25 | — | $-9.2M | ||
| Q4 24 | — | $4.5M | ||
| Q3 24 | — | $-8.4M | ||
| Q2 24 | — | $-13.5M |
自由现金流率
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | — | -3.0% | ||
| Q3 25 | — | -0.9% | ||
| Q2 25 | — | -4.5% | ||
| Q1 25 | — | -6.1% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | -6.0% | ||
| Q2 24 | — | -10.2% |
资本支出强度
ACT
XMTR
| Q1 26 | — | — | ||
| Q4 25 | — | 5.3% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | 4.3% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 3.3% |
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% |
XMTR
| US | $159.1M | 83% |
| Non Us | $33.3M | 17% |