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Side-by-side financial comparison of AGCO CORP (AGCO) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
AGCO CORP is the larger business by last-quarter revenue ($2.9B vs $2.2B, roughly 1.3× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 3.3%, a 20.2% gap on every dollar of revenue. On growth, AGCO CORP posted the faster year-over-year revenue change (1.1% vs -36.8%). Over the past eight quarters, AGCO CORP's revenue compounded faster (-0.1% CAGR vs -11.9%).
AGCO Corporation is an American agricultural machinery manufacturer headquartered in Duluth, Georgia, United States. It was founded in 1990. AGCO designs, produces and sells tractors, combines, foragers, hay tools, self-propelled sprayers, smart farming technologies, seeding equipment, and tillage equipment.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
AGCO vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.9B | $2.2B |
| Net Profit | $95.5M | $515.8M |
| Gross Margin | 25.4% | — |
| Operating Margin | 7.9% | — |
| Net Margin | 3.3% | 23.5% |
| Revenue YoY | 1.1% | -36.8% |
| Net Profit YoY | 137.3% | 72.6% |
| EPS (diluted) | $1.30 | $6.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $95.5M | $760.5M | ||
| Q3 25 | $305.7M | $916.5M | ||
| Q2 25 | $314.8M | $835.4M | ||
| Q1 25 | $10.5M | $170.0M | ||
| Q4 24 | $-255.7M | $-189.7M | ||
| Q3 24 | $30.0M | $1.2B | ||
| Q2 24 | $-367.1M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 25.4% | — | ||
| Q3 25 | 26.1% | — | ||
| Q2 25 | 25.0% | — | ||
| Q1 25 | 25.4% | — | ||
| Q4 24 | 23.9% | — | ||
| Q3 24 | 23.2% | — | ||
| Q2 24 | 25.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 42.5% | ||
| Q3 25 | 6.1% | 46.3% | ||
| Q2 25 | 6.2% | 41.8% | ||
| Q1 25 | 2.4% | -2.0% | ||
| Q4 24 | -9.3% | -3.6% | ||
| Q3 24 | 4.4% | 43.7% | ||
| Q2 24 | -7.4% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.3% | 25.6% | ||
| Q3 25 | 12.3% | 28.7% | ||
| Q2 25 | 11.9% | 26.1% | ||
| Q1 25 | 0.5% | 4.9% | ||
| Q4 24 | -8.9% | -8.3% | ||
| Q3 24 | 1.2% | 29.8% | ||
| Q2 24 | -11.3% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.30 | $16.16 | ||
| Q3 25 | $4.09 | $19.40 | ||
| Q2 25 | $4.22 | $17.20 | ||
| Q1 25 | $0.14 | $3.27 | ||
| Q4 24 | $-3.42 | $-3.76 | ||
| Q3 24 | $0.40 | $22.62 | ||
| Q2 24 | $-4.92 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $861.8M | $1.6B |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $4.3B | $4.3B |
| Total Assets | $11.9B | $53.7B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $861.8M | $1.7B | ||
| Q3 25 | $884.1M | $1.7B | ||
| Q2 25 | $783.9M | $1.4B | ||
| Q1 25 | $562.6M | $1.6B | ||
| Q4 24 | $612.7M | $1.7B | ||
| Q3 24 | $622.6M | $1.6B | ||
| Q2 24 | $657.3M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.7B | $2.2B | ||
| Q2 25 | $2.8B | $2.3B | ||
| Q1 25 | $2.8B | $2.8B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $4.0B | $1.9B | ||
| Q2 24 | $3.9B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.3B | $11.6B | ||
| Q3 25 | $4.5B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $3.8B | $10.3B | ||
| Q4 24 | $3.7B | $10.6B | ||
| Q3 24 | $4.1B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.9B | $53.8B | ||
| Q3 25 | $12.5B | $54.5B | ||
| Q2 25 | $12.3B | $54.7B | ||
| Q1 25 | $11.5B | $53.6B | ||
| Q4 24 | $11.2B | $50.7B | ||
| Q3 24 | $13.5B | $52.8B | ||
| Q2 24 | $13.6B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 0.20× | ||
| Q3 25 | 0.61× | 0.19× | ||
| Q2 25 | 0.68× | 0.21× | ||
| Q1 25 | 0.74× | 0.27× | ||
| Q4 24 | 0.68× | 0.18× | ||
| Q3 24 | 0.95× | 0.17× | ||
| Q2 24 | 0.95× | 0.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $763.6M | — |
| Free Cash FlowOCF − Capex | $675.0M | — |
| FCF MarginFCF / Revenue | 23.1% | — |
| Capex IntensityCapex / Revenue | 3.0% | — |
| Cash ConversionOCF / Net Profit | 8.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $740.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $763.6M | $483.0M | ||
| Q3 25 | $71.0M | $1.6B | ||
| Q2 25 | $365.7M | $1.5B | ||
| Q1 25 | $-212.2M | $157.8M | ||
| Q4 24 | $797.9M | $778.9M | ||
| Q3 24 | $26.5M | $1.5B | ||
| Q2 24 | $235.5M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $675.0M | — | ||
| Q3 25 | $2.1M | — | ||
| Q2 25 | $323.5M | — | ||
| Q1 25 | $-260.4M | — | ||
| Q4 24 | $683.9M | — | ||
| Q3 24 | $-59.8M | — | ||
| Q2 24 | $137.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | -12.7% | — | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | -2.3% | — | ||
| Q2 24 | 4.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 3.3% | — | ||
| Q2 24 | 3.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.00× | 0.64× | ||
| Q3 25 | 0.23× | 1.73× | ||
| Q2 25 | 1.16× | 1.76× | ||
| Q1 25 | -20.21× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.88× | 1.26× | ||
| Q2 24 | — | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
