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Side-by-side financial comparison of Electronic Arts (EA) 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× Electronic Arts). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 4.6%, a 18.9% gap on every dollar of revenue. On growth, Electronic Arts posted the faster year-over-year revenue change (1.0% vs -36.8%). Over the past eight quarters, Electronic Arts's revenue compounded faster (3.4% CAGR vs -11.9%).
Electronic Arts Inc. (EA) is an American video game company headquartered in Redwood City, California. Founded in May 1982 by former Apple employee Trip Hawkins, the company was a pioneer of the early home computer game industry and promoted the designers and programmers responsible for its games as "software artists".
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
EA vs RNR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $88.0M | $515.8M |
| Gross Margin | 73.8% | — |
| Operating Margin | 6.7% | — |
| Net Margin | 4.6% | 23.5% |
| Revenue YoY | 1.0% | -36.8% |
| Net Profit YoY | -70.0% | 72.6% |
| EPS (diluted) | $0.35 | $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 | $1.8B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $88.0M | $760.5M | ||
| Q3 25 | $137.0M | $916.5M | ||
| Q2 25 | $201.0M | $835.4M | ||
| Q1 25 | $254.0M | $170.0M | ||
| Q4 24 | $293.0M | $-189.7M | ||
| Q3 24 | $294.0M | $1.2B | ||
| Q2 24 | $280.0M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 42.5% | ||
| Q3 25 | 10.9% | 46.3% | ||
| Q2 25 | 16.2% | 41.8% | ||
| Q1 25 | 20.8% | -2.0% | ||
| Q4 24 | 20.0% | -3.6% | ||
| Q3 24 | 19.0% | 43.7% | ||
| Q2 24 | 21.9% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.6% | 25.6% | ||
| Q3 25 | 7.4% | 28.7% | ||
| Q2 25 | 12.0% | 26.1% | ||
| Q1 25 | 13.4% | 4.9% | ||
| Q4 24 | 15.6% | -8.3% | ||
| Q3 24 | 14.5% | 29.8% | ||
| Q2 24 | 16.9% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.35 | $16.16 | ||
| Q3 25 | $0.54 | $19.40 | ||
| Q2 25 | $0.79 | $17.20 | ||
| Q1 25 | $0.99 | $3.27 | ||
| Q4 24 | $1.11 | $-3.76 | ||
| Q3 24 | $1.11 | $22.62 | ||
| Q2 24 | $1.04 | $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 | $2.8B | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $6.2B | $4.3B |
| Total Assets | $13.3B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.8B | $1.7B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.4B | $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 | $6.2B | $11.6B | ||
| Q3 25 | $6.0B | $11.5B | ||
| Q2 25 | $6.1B | $10.8B | ||
| Q1 25 | $6.4B | $10.3B | ||
| Q4 24 | $7.4B | $10.6B | ||
| Q3 24 | $7.4B | $11.2B | ||
| Q2 24 | $7.4B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.3B | $53.8B | ||
| Q3 25 | $11.9B | $54.5B | ||
| Q2 25 | $11.7B | $54.7B | ||
| Q1 25 | $12.4B | $53.6B | ||
| Q4 24 | $13.5B | $50.7B | ||
| Q3 24 | $13.1B | $52.8B | ||
| Q2 24 | $12.7B | $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 | $1.8B | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 20.75× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $483.0M | ||
| Q3 25 | $130.0M | $1.6B | ||
| Q2 25 | $17.0M | $1.5B | ||
| Q1 25 | $549.0M | $157.8M | ||
| Q4 24 | $1.2B | $778.9M | ||
| Q3 24 | $234.0M | $1.5B | ||
| Q2 24 | $120.0M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 20.75× | 0.64× | ||
| Q3 25 | 0.95× | 1.73× | ||
| Q2 25 | 0.08× | 1.76× | ||
| Q1 25 | 2.16× | 0.93× | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | 1.26× | ||
| Q2 24 | 0.43× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
RNR
Segment breakdown not available.
