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Side-by-side financial comparison of Digital Realty (DLR) 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 $1.6B, roughly 1.3× Digital Realty). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 6.0%, a 17.5% gap on every dollar of revenue. On growth, Digital Realty posted the faster year-over-year revenue change (16.1% vs -36.8%). Over the past eight quarters, Digital Realty's revenue compounded faster (9.8% CAGR vs -11.9%).
Digital Realty is a real estate investment trust that owns, operates and invests in carrier-neutral data centers across the world. The company offers data center, colocation, and interconnection services.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
DLR vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.6B | $2.2B |
| Net Profit | $98.6M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | 6.9% | — |
| Net Margin | 6.0% | 23.5% |
| Revenue YoY | 16.1% | -36.8% |
| Net Profit YoY | -10.3% | 72.6% |
| EPS (diluted) | $0.22 | $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 | $1.6B | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
| Q1 26 | $98.6M | $515.8M | ||
| Q4 25 | $98.6M | $760.5M | ||
| Q3 25 | $67.8M | $916.5M | ||
| Q2 25 | $1.0B | $835.4M | ||
| Q1 25 | $110.0M | $170.0M | ||
| Q4 24 | $189.6M | $-189.7M | ||
| Q3 24 | $51.2M | $1.2B | ||
| Q2 24 | $80.2M | $503.9M |
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 42.5% | ||
| Q3 25 | 8.8% | 46.3% | ||
| Q2 25 | 14.2% | 41.8% | ||
| Q1 25 | 13.9% | -2.0% | ||
| Q4 24 | 10.1% | -3.6% | ||
| Q3 24 | 11.8% | 43.7% | ||
| Q2 24 | 0.7% | 25.0% |
| Q1 26 | 6.0% | 23.5% | ||
| Q4 25 | 6.0% | 25.6% | ||
| Q3 25 | 4.3% | 28.7% | ||
| Q2 25 | 69.1% | 26.1% | ||
| Q1 25 | 7.8% | 4.9% | ||
| Q4 24 | 13.2% | -8.3% | ||
| Q3 24 | 3.6% | 29.8% | ||
| Q2 24 | 5.9% | 17.8% |
| Q1 26 | $0.22 | $6.57 | ||
| Q4 25 | $0.22 | $16.16 | ||
| Q3 25 | $0.15 | $19.40 | ||
| Q2 25 | $2.94 | $17.20 | ||
| Q1 25 | $0.27 | $3.27 | ||
| Q4 24 | $0.50 | $-3.76 | ||
| Q3 24 | $0.09 | $22.62 | ||
| Q2 24 | $0.20 | $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 | $3.5B | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $22.9B | $4.3B |
| Total Assets | $49.4B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.5B | $1.6B | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.6B | $1.4B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.3B | $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 | $22.9B | $4.3B | ||
| Q4 25 | $22.9B | $11.6B | ||
| Q3 25 | $23.0B | $11.5B | ||
| Q2 25 | $22.9B | $10.8B | ||
| Q1 25 | $21.3B | $10.3B | ||
| Q4 24 | $21.3B | $10.6B | ||
| Q3 24 | $21.2B | $11.2B | ||
| Q2 24 | $20.5B | $10.2B |
| Q1 26 | $49.4B | $53.7B | ||
| Q4 25 | $49.4B | $53.8B | ||
| Q3 25 | $48.7B | $54.5B | ||
| Q2 25 | $48.7B | $54.7B | ||
| Q1 25 | $45.1B | $53.6B | ||
| Q4 24 | $45.3B | $50.7B | ||
| Q3 24 | $45.3B | $52.8B | ||
| Q2 24 | $43.6B | $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× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
