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Side-by-side financial comparison of Fabrinet (FN) 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 $1.1B, roughly 1.9× Fabrinet). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 9.9%, a 13.6% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs -36.8%). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs -11.9%).
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
FN vs RNR — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.2B |
| Net Profit | $112.6M | $515.8M |
| Gross Margin | 12.2% | — |
| Operating Margin | 10.1% | — |
| Net Margin | 9.9% | 23.5% |
| Revenue YoY | 35.9% | -36.8% |
| Net Profit YoY | 30.0% | 72.6% |
| EPS (diluted) | $3.11 | $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 | $1.1B | $3.0B | ||
| Q3 25 | $978.1M | $3.2B | ||
| Q2 25 | $909.7M | $3.2B | ||
| Q1 25 | $871.8M | $3.5B | ||
| Q4 24 | $833.6M | $2.3B | ||
| Q3 24 | $804.2M | $4.0B | ||
| Q2 24 | $753.3M | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $112.6M | $760.5M | ||
| Q3 25 | $95.9M | $916.5M | ||
| Q2 25 | $87.2M | $835.4M | ||
| Q1 25 | $81.3M | $170.0M | ||
| Q4 24 | $86.6M | $-189.7M | ||
| Q3 24 | $77.4M | $1.2B | ||
| Q2 24 | $81.1M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | 42.5% | ||
| Q3 25 | 9.6% | 46.3% | ||
| Q2 25 | 9.8% | 41.8% | ||
| Q1 25 | 9.0% | -2.0% | ||
| Q4 24 | 9.5% | -3.6% | ||
| Q3 24 | 9.6% | 43.7% | ||
| Q2 24 | 9.7% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 9.9% | 25.6% | ||
| Q3 25 | 9.8% | 28.7% | ||
| Q2 25 | 9.6% | 26.1% | ||
| Q1 25 | 9.3% | 4.9% | ||
| Q4 24 | 10.4% | -8.3% | ||
| Q3 24 | 9.6% | 29.8% | ||
| Q2 24 | 10.8% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.11 | $16.16 | ||
| Q3 25 | $2.66 | $19.40 | ||
| Q2 25 | $2.41 | $17.20 | ||
| Q1 25 | $2.25 | $3.27 | ||
| Q4 24 | $2.38 | $-3.76 | ||
| Q3 24 | $2.13 | $22.62 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $4.3B |
| Total Assets | $3.3B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $960.8M | $1.7B | ||
| Q3 25 | $968.8M | $1.7B | ||
| Q2 25 | $934.2M | $1.4B | ||
| Q1 25 | $950.7M | $1.6B | ||
| Q4 24 | $934.6M | $1.7B | ||
| Q3 24 | $908.9M | $1.6B | ||
| Q2 24 | $858.6M | $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 | $2.2B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $2.0B | $10.8B | ||
| Q1 25 | $1.9B | $10.3B | ||
| Q4 24 | $1.8B | $10.6B | ||
| Q3 24 | $1.8B | $11.2B | ||
| Q2 24 | $1.7B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.3B | $53.8B | ||
| Q3 25 | $3.0B | $54.5B | ||
| Q2 25 | $2.8B | $54.7B | ||
| Q1 25 | $2.6B | $53.6B | ||
| Q4 24 | $2.5B | $50.7B | ||
| Q3 24 | $2.4B | $52.8B | ||
| Q2 24 | $2.3B | $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 | $46.3M | — |
| Free Cash FlowOCF − Capex | $-5.3M | — |
| FCF MarginFCF / Revenue | -0.5% | — |
| Capex IntensityCapex / Revenue | 4.6% | — |
| Cash ConversionOCF / Net Profit | 0.41× | — |
| TTM Free Cash FlowTrailing 4 quarters | $102.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $483.0M | ||
| Q3 25 | $102.6M | $1.6B | ||
| Q2 25 | $55.1M | $1.5B | ||
| Q1 25 | $74.2M | $157.8M | ||
| Q4 24 | $115.9M | $778.9M | ||
| Q3 24 | $83.2M | $1.5B | ||
| Q2 24 | $83.1M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 0.64× | ||
| Q3 25 | 1.07× | 1.73× | ||
| Q2 25 | 0.63× | 1.76× | ||
| Q1 25 | 0.91× | 0.93× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 1.26× | ||
| Q2 24 | 1.02× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
RNR
Segment breakdown not available.
