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Side-by-side financial comparison of KB HOME (KBH) 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 $1.7B, roughly 1.3× KB HOME). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 6.0%, a 17.5% gap on every dollar of revenue. On growth, KB HOME posted the faster year-over-year revenue change (-15.3% vs -36.8%). Over the past eight quarters, KB HOME's revenue compounded faster (7.4% CAGR vs -11.9%).
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
KBH vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $1.7B | $2.2B |
| Net Profit | $101.5M | $515.8M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 6.0% | 23.5% |
| Revenue YoY | -15.3% | -36.8% |
| Net Profit YoY | -46.7% | 72.6% |
| EPS (diluted) | $1.55 | $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 | $1.7B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $101.5M | $760.5M | ||
| Q3 25 | $109.8M | $916.5M | ||
| Q2 25 | $107.9M | $835.4M | ||
| Q1 25 | $109.6M | $170.0M | ||
| Q4 24 | $190.6M | $-189.7M | ||
| Q3 24 | $157.3M | $1.2B | ||
| Q2 24 | $168.4M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | — | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 6.0% | 25.6% | ||
| Q3 25 | 6.8% | 28.7% | ||
| Q2 25 | 7.1% | 26.1% | ||
| Q1 25 | 7.9% | 4.9% | ||
| Q4 24 | 9.5% | -8.3% | ||
| Q3 24 | 9.0% | 29.8% | ||
| Q2 24 | 9.9% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.55 | $16.16 | ||
| Q3 25 | $1.61 | $19.40 | ||
| Q2 25 | $1.50 | $17.20 | ||
| Q1 25 | $1.49 | $3.27 | ||
| Q4 24 | $2.50 | $-3.76 | ||
| Q3 24 | $2.04 | $22.62 | ||
| Q2 24 | $2.15 | $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 | — | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.9B | $4.3B |
| Total Assets | $6.7B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $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 | $3.9B | $11.6B | ||
| Q3 25 | $3.9B | $11.5B | ||
| Q2 25 | $4.0B | $10.8B | ||
| Q1 25 | $4.1B | $10.3B | ||
| Q4 24 | $4.1B | $10.6B | ||
| Q3 24 | $4.0B | $11.2B | ||
| Q2 24 | $4.0B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $6.7B | $53.8B | ||
| Q3 25 | $7.0B | $54.5B | ||
| Q2 25 | $7.0B | $54.7B | ||
| Q1 25 | $7.0B | $53.6B | ||
| Q4 24 | $6.9B | $50.7B | ||
| Q3 24 | $6.8B | $52.8B | ||
| Q2 24 | $6.8B | $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 | $303.8M | — |
| Free Cash FlowOCF − Capex | $290.1M | — |
| FCF MarginFCF / Revenue | 17.1% | — |
| Capex IntensityCapex / Revenue | 0.8% | — |
| Cash ConversionOCF / Net Profit | 2.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $287.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $303.8M | $483.0M | ||
| Q3 25 | $197.7M | $1.6B | ||
| Q2 25 | $168.4M | $1.5B | ||
| Q1 25 | $-334.3M | $157.8M | ||
| Q4 24 | $362.6M | $778.9M | ||
| Q3 24 | $-89.9M | $1.5B | ||
| Q2 24 | $61.5M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $290.1M | — | ||
| Q3 25 | $185.8M | — | ||
| Q2 25 | $156.9M | — | ||
| Q1 25 | $-345.5M | — | ||
| Q4 24 | $352.6M | — | ||
| Q3 24 | $-99.4M | — | ||
| Q2 24 | $51.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 11.5% | — | ||
| Q2 25 | 10.3% | — | ||
| Q1 25 | -24.8% | — | ||
| Q4 24 | 17.6% | — | ||
| Q3 24 | -5.7% | — | ||
| Q2 24 | 3.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 0.7% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.99× | 0.64× | ||
| Q3 25 | 1.80× | 1.73× | ||
| Q2 25 | 1.56× | 1.76× | ||
| Q1 25 | -3.05× | 0.93× | ||
| Q4 24 | 1.90× | — | ||
| Q3 24 | -0.57× | 1.26× | ||
| Q2 24 | 0.37× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
RNR
Segment breakdown not available.