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Side-by-side financial comparison of Academy Sports & Outdoors, Inc. (ASO) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $1.4B, roughly 1.6× Academy Sports & Outdoors, Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 5.2%, a 18.3% gap on every dollar of revenue. On growth, Academy Sports & Outdoors, Inc. posted the faster year-over-year revenue change (3.0% vs -36.8%). Over the past eight quarters, RENAISSANCERE HOLDINGS LTD's revenue compounded faster (-11.9% CAGR vs -12.2%).
Academy Sports + Outdoors is an American sporting-goods store chain with corporate offices in the Katy Distribution Center in unincorporated western Harris County, Texas, United States, near Katy and west of Houston. For 74 years, it was a privately held company owned by the Gochman family, until its May 2011 acquisition by Kohlberg Kravis Roberts. In October 2020, it was listed on NASDAQ.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
ASO vs RNR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.2B |
| Net Profit | $71.6M | $515.8M |
| Gross Margin | 35.7% | — |
| Operating Margin | 7.3% | — |
| Net Margin | 5.2% | 23.5% |
| Revenue YoY | 3.0% | -36.8% |
| Net Profit YoY | 8.8% | 72.6% |
| EPS (diluted) | $1.05 | $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 | $1.4B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.7B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $71.6M | $760.5M | ||
| Q3 25 | $125.4M | $916.5M | ||
| Q2 25 | $46.1M | $835.4M | ||
| Q1 25 | $133.6M | $170.0M | ||
| Q4 24 | $65.8M | $-189.7M | ||
| Q3 24 | $142.6M | $1.2B | ||
| Q2 24 | $76.5M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 33.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 42.5% | ||
| Q3 25 | 10.8% | 46.3% | ||
| Q2 25 | 5.1% | 41.8% | ||
| Q1 25 | 9.2% | -2.0% | ||
| Q4 24 | 6.8% | -3.6% | ||
| Q3 24 | 12.3% | 43.7% | ||
| Q2 24 | 7.5% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.2% | 25.6% | ||
| Q3 25 | 7.8% | 28.7% | ||
| Q2 25 | 3.4% | 26.1% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | 4.9% | -8.3% | ||
| Q3 24 | 9.2% | 29.8% | ||
| Q2 24 | 5.6% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.05 | $16.16 | ||
| Q3 25 | $1.85 | $19.40 | ||
| Q2 25 | $0.68 | $17.20 | ||
| Q1 25 | $1.85 | $3.27 | ||
| Q4 24 | $0.92 | $-3.76 | ||
| Q3 24 | $1.95 | $22.62 | ||
| Q2 24 | $1.01 | $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 | $289.5M | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.1B | $4.3B |
| Total Assets | $5.4B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $289.5M | $1.7B | ||
| Q3 25 | $300.9M | $1.7B | ||
| Q2 25 | $285.1M | $1.4B | ||
| Q1 25 | $288.9M | $1.6B | ||
| Q4 24 | $296.0M | $1.7B | ||
| Q3 24 | $324.6M | $1.6B | ||
| Q2 24 | $378.1M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $1.9B | $10.8B | ||
| Q1 25 | $2.0B | $10.3B | ||
| Q4 24 | $2.0B | $10.6B | ||
| Q3 24 | $2.0B | $11.2B | ||
| Q2 24 | $1.9B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.4B | $53.8B | ||
| Q3 25 | $5.3B | $54.5B | ||
| Q2 25 | $5.2B | $54.7B | ||
| Q1 25 | $4.9B | $53.6B | ||
| Q4 24 | $5.1B | $50.7B | ||
| Q3 24 | $4.9B | $52.8B | ||
| Q2 24 | $4.9B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 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 | $49.0M | — |
| Free Cash FlowOCF − Capex | $-13.6M | — |
| FCF MarginFCF / Revenue | -1.0% | — |
| Capex IntensityCapex / Revenue | 4.5% | — |
| Cash ConversionOCF / Net Profit | 0.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $191.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $483.0M | ||
| Q3 25 | $78.6M | $1.6B | ||
| Q2 25 | $157.5M | $1.5B | ||
| Q1 25 | $140.2M | $157.8M | ||
| Q4 24 | $96.9M | $778.9M | ||
| Q3 24 | $91.3M | $1.5B | ||
| Q2 24 | $199.7M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | — | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $106.6M | — | ||
| Q1 25 | $76.4M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $167.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 12.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 0.64× | ||
| Q3 25 | 0.63× | 1.73× | ||
| Q2 25 | 3.42× | 1.76× | ||
| Q1 25 | 1.05× | 0.93× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 0.64× | 1.26× | ||
| Q2 24 | 2.61× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
RNR
Segment breakdown not available.
