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Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) 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 $1.9B, roughly 1.2× Coca-Cola Consolidated, Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 7.2%, a 16.3% gap on every dollar of revenue. On growth, Coca-Cola Consolidated, Inc. posted the faster year-over-year revenue change (9.0% vs -36.8%). Over the past eight quarters, Coca-Cola Consolidated, Inc.'s revenue compounded faster (9.4% CAGR vs -11.9%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
COKE vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $137.3M | $515.8M |
| Gross Margin | 39.6% | — |
| Operating Margin | 12.7% | — |
| Net Margin | 7.2% | 23.5% |
| Revenue YoY | 9.0% | -36.8% |
| Net Profit YoY | -23.3% | 72.6% |
| EPS (diluted) | — | $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 | $1.9B | $3.0B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.8B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $137.3M | $760.5M | ||
| Q3 25 | $142.3M | $916.5M | ||
| Q2 25 | $187.4M | $835.4M | ||
| Q1 25 | $103.6M | $170.0M | ||
| Q4 24 | $178.9M | $-189.7M | ||
| Q3 24 | $115.6M | $1.2B | ||
| Q2 24 | $172.8M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 39.6% | — | ||
| Q3 25 | 39.6% | — | ||
| Q2 25 | 40.0% | — | ||
| Q1 25 | 39.7% | — | ||
| Q4 24 | 40.0% | — | ||
| Q3 24 | 39.5% | — | ||
| Q2 24 | 39.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 12.7% | 42.5% | ||
| Q3 25 | 13.1% | 46.3% | ||
| Q2 25 | 14.7% | 41.8% | ||
| Q1 25 | 12.0% | -2.0% | ||
| Q4 24 | 12.5% | -3.6% | ||
| Q3 24 | 12.9% | 43.7% | ||
| Q2 24 | 14.4% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.2% | 25.6% | ||
| Q3 25 | 7.5% | 28.7% | ||
| Q2 25 | 10.1% | 26.1% | ||
| Q1 25 | 6.6% | 4.9% | ||
| Q4 24 | 10.2% | -8.3% | ||
| Q3 24 | 6.5% | 29.8% | ||
| Q2 24 | 9.6% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $281.9M | $1.6B |
| Total DebtLower is stronger | $2.8B | — |
| Stockholders' EquityBook value | $-739.7M | $4.3B |
| Total Assets | $4.3B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $281.9M | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.7B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $2.3B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.8B | $2.3B | ||
| Q1 25 | $1.8B | $2.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.8B | $1.9B | ||
| Q2 24 | $1.8B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-739.7M | $11.6B | ||
| Q3 25 | $1.6B | $11.5B | ||
| Q2 25 | $1.6B | $10.8B | ||
| Q1 25 | $1.5B | $10.3B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.3B | $11.2B | ||
| Q2 24 | $1.2B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.3B | $53.8B | ||
| Q3 25 | $5.7B | $54.5B | ||
| Q2 25 | $5.5B | $54.7B | ||
| Q1 25 | $5.4B | $53.6B | ||
| Q4 24 | $5.3B | $50.7B | ||
| Q3 24 | $5.3B | $52.8B | ||
| Q2 24 | $5.7B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 1.09× | 0.19× | ||
| Q2 25 | 1.10× | 0.21× | ||
| Q1 25 | 1.19× | 0.27× | ||
| Q4 24 | 1.26× | 0.18× | ||
| Q3 24 | 1.39× | 0.17× | ||
| Q2 24 | 1.49× | 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 | $209.0M | — |
| Free Cash FlowOCF − Capex | $106.7M | — |
| FCF MarginFCF / Revenue | 5.6% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 1.52× | — |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $209.0M | $483.0M | ||
| Q3 25 | $316.7M | $1.6B | ||
| Q2 25 | $208.1M | $1.5B | ||
| Q1 25 | $198.2M | $157.8M | ||
| Q4 24 | $168.5M | $778.9M | ||
| Q3 24 | $270.8M | $1.5B | ||
| Q2 24 | $242.9M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $106.7M | — | ||
| Q3 25 | $264.1M | — | ||
| Q2 25 | $148.5M | — | ||
| Q1 25 | $100.3M | — | ||
| Q4 24 | $84.8M | — | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $160.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 8.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 6.2% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 4.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.52× | 0.64× | ||
| Q3 25 | 2.22× | 1.73× | ||
| Q2 25 | 1.11× | 1.76× | ||
| Q1 25 | 1.91× | 0.93× | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | 2.34× | 1.26× | ||
| Q2 24 | 1.41× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
RNR
Segment breakdown not available.
