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Essent Group Ltd.（ESNT）与PREFORMED LINE PRODUCTS CO（PLPC）财务数据对比。点击上方公司名可切换其他公司
Essent Group Ltd.的季度营收约是PREFORMED LINE PRODUCTS CO的1.8倍（$312.4M vs $173.1M），Essent Group Ltd.净利率更高（49.6% vs 4.9%，领先44.7%），PREFORMED LINE PRODUCTS CO同比增速更快（3.6% vs -0.8%），Essent Group Ltd.自由现金流更多（$848.7M vs $11.8M），过去两年PREFORMED LINE PRODUCTS CO的营收复合增速更高（10.8% vs 2.3%）
Essentra PLC是一家面向全球市场的塑料及纤维产品供应商，总部位于英国牛津郡基德灵顿，业务网络覆盖全球多个区域，目前在伦敦证券交易所上市，可面向各行业客户提供多元化的相关产品及配套服务，在所属细分领域拥有较高的市场认可度。
预成型线路产品公司（PLPC）研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件，服务全球多地的公用事业、网络运营商及工业客户，提供可提升网络可靠性与运营效率的解决方案。
ESNT vs PLPC — 直观对比
营收规模更大
ESNT
是对方的1.8倍
$173.1M
营收增速更快
PLPC
高出4.4%
-0.8%
净利率更高
ESNT
高出44.7%
4.9%
自由现金流更多
ESNT
多$836.9M
$11.8M
两年增速更快
PLPC
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $312.4M | $173.1M |
| 净利润 | $155.0M | $8.4M |
| 毛利率 | — | 29.8% |
| 营业利润率 | 59.1% | 6.8% |
| 净利率 | 49.6% | 4.9% |
| 营收同比 | -0.8% | 3.6% |
| 净利润同比 | -7.7% | -19.3% |
| 每股收益（稀释后） | $1.61 | $1.72 |
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ESNTPLPC
| Q4 25 | $312.4M | $173.1M | ||
| Q3 25 | $311.8M | $178.1M | ||
| Q2 25 | $319.1M | $169.6M | ||
| Q1 25 | $317.6M | $148.5M | ||
| Q4 24 | $315.0M | $167.1M | ||
| Q3 24 | $316.6M | $147.0M | ||
| Q2 24 | $312.9M | $138.7M | ||
| Q1 24 | $298.4M | $140.9M |
净利润ESNTPLPC
| Q4 25 | $155.0M | $8.4M | ||
| Q3 25 | $164.2M | $2.6M | ||
| Q2 25 | $195.3M | $12.7M | ||
| Q1 25 | $175.4M | $11.5M | ||
| Q4 24 | $167.9M | $10.5M | ||
| Q3 24 | $176.2M | $7.7M | ||
| Q2 24 | $203.6M | $9.4M | ||
| Q1 24 | $181.7M | $9.6M |
毛利率ESNTPLPC
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 29.7% | ||
| Q2 25 | — | 32.7% | ||
| Q1 25 | — | 32.8% | ||
| Q4 24 | — | 33.3% | ||
| Q3 24 | — | 31.1% | ||
| Q2 24 | — | 31.9% | ||
| Q1 24 | — | 31.3% |
营业利润率ESNTPLPC
| Q4 25 | 59.1% | 6.8% | ||
| Q3 25 | 63.9% | 7.4% | ||
| Q2 25 | 72.4% | 10.1% | ||
| Q1 25 | 65.2% | 8.8% | ||
| Q4 24 | 61.9% | 10.5% | ||
| Q3 24 | 65.6% | 7.1% | ||
| Q2 24 | 76.4% | 8.1% | ||
| Q1 24 | 71.6% | 8.2% |
净利率ESNTPLPC
| Q4 25 | 49.6% | 4.9% | ||
| Q3 25 | 52.7% | 1.5% | ||
| Q2 25 | 61.2% | 7.5% | ||
| Q1 25 | 55.2% | 7.8% | ||
| Q4 24 | 53.3% | 6.3% | ||
| Q3 24 | 55.6% | 5.2% | ||
| Q2 24 | 65.1% | 6.8% | ||
| Q1 24 | 60.9% | 6.8% |
每股收益（稀释后）ESNTPLPC
| Q4 25 | $1.61 | $1.72 | ||
| Q3 25 | $1.67 | $0.53 | ||
| Q2 25 | $1.93 | $2.56 | ||
| Q1 25 | $1.69 | $2.33 | ||
| Q4 24 | $1.59 | $2.13 | ||
| Q3 24 | $1.65 | $1.54 | ||
| Q2 24 | $1.91 | $1.89 | ||
| Q1 24 | $1.70 | $1.94 |
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 | — | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $5.8B | $475.5M |
| 总资产 | $7.4B | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
总债务ESNTPLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | — | $55.0M |
股东权益ESNTPLPC
| Q4 25 | $5.8B | $475.5M | ||
| Q3 25 | $5.7B | $466.3M | ||
| Q2 25 | $5.7B | $460.7M | ||
| Q1 25 | $5.7B | $435.8M | ||
| Q4 24 | $5.6B | $422.3M | ||
| Q3 24 | $5.6B | $429.0M | ||
| Q2 24 | $5.4B | $416.2M | ||
| Q1 24 | $5.2B | $413.4M |
总资产ESNTPLPC
| Q4 25 | $7.4B | $653.6M | ||
| Q3 25 | $7.4B | $644.6M | ||
| Q2 25 | $7.2B | $631.5M | ||
| Q1 25 | $7.2B | $592.5M | ||
| Q4 24 | $7.1B | $573.9M | ||
| Q3 24 | $7.1B | $592.0M | ||
| Q2 24 | $6.7B | $572.6M | ||
| Q1 24 | $6.6B | $586.1M |
负债/权益比ESNTPLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | — | 0.13× |
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 | $856.1M | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $848.7M | $11.8M |
| 自由现金流率自由现金流/营收 | 271.7% | 6.8% |
| 资本支出强度资本支出/营收 | 2.4% | 5.9% |
| 现金转化率经营现金流/净利润 | 5.52× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $1.5B | $33.3M |
8季度趋势，按日历期对齐
经营现金流ESNTPLPC
| Q4 25 | $856.1M | $21.9M | ||
| Q3 25 | $215.9M | $18.9M | ||
| Q2 25 | $189.5M | $26.9M | ||
| Q1 25 | $221.6M | $5.7M | ||
| Q4 24 | $861.5M | $24.1M | ||
| Q3 24 | $229.2M | $9.4M | ||
| Q2 24 | $188.7M | $28.3M | ||
| Q1 24 | $216.9M | $5.8M |
自由现金流ESNTPLPC
| Q4 25 | $848.7M | $11.8M | ||
| Q3 25 | $210.6M | $8.3M | ||
| Q2 25 | $188.8M | $18.6M | ||
| Q1 25 | $221.3M | $-5.3M | ||
| Q4 24 | $854.8M | $20.6M | ||
| Q3 24 | $228.7M | $5.8M | ||
| Q2 24 | $187.6M | $24.6M | ||
| Q1 24 | $212.5M | $1.8M |
自由现金流率ESNTPLPC
| Q4 25 | 271.7% | 6.8% | ||
| Q3 25 | 67.5% | 4.7% | ||
| Q2 25 | 59.2% | 10.9% | ||
| Q1 25 | 69.7% | -3.6% | ||
| Q4 24 | 271.3% | 12.3% | ||
| Q3 24 | 72.2% | 3.9% | ||
| Q2 24 | 60.0% | 17.7% | ||
| Q1 24 | 71.2% | 1.3% |
资本支出强度ESNTPLPC
| Q4 25 | 2.4% | 5.9% | ||
| Q3 25 | 1.7% | 6.0% | ||
| Q2 25 | 0.2% | 4.9% | ||
| Q1 25 | 0.1% | 7.4% | ||
| Q4 24 | 2.1% | 2.1% | ||
| Q3 24 | 0.2% | 2.4% | ||
| Q2 24 | 0.3% | 2.7% | ||
| Q1 24 | 1.5% | 2.8% |
现金转化率ESNTPLPC
| Q4 25 | 5.52× | 2.60× | ||
| Q3 25 | 1.31× | 7.21× | ||
| Q2 25 | 0.97× | 2.12× | ||
| Q1 25 | 1.26× | 0.49× | ||
| Q4 24 | 5.13× | 2.30× | ||
| Q3 24 | 1.30× | 1.22× | ||
| Q2 24 | 0.93× | 3.02× | ||
| Q1 24 | 1.19× | 0.60× |
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
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
PLPC
暂无分部数据
