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Side-by-side financial comparison of Microchip Technology (MCHP) 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 $1.2B, roughly 1.9× Microchip Technology). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 5.3%, a 18.2% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs -36.8%). Over the past eight quarters, Microchip Technology's revenue compounded faster (-5.4% CAGR vs -11.9%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
MCHP vs RNR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.2B |
| Net Profit | $62.7M | $515.8M |
| Gross Margin | 59.6% | — |
| Operating Margin | 12.8% | — |
| Net Margin | 5.3% | 23.5% |
| Revenue YoY | 15.6% | -36.8% |
| Net Profit YoY | 217.0% | 72.6% |
| EPS (diluted) | $0.06 | $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 | $1.2B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $970.5M | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $62.7M | $760.5M | ||
| Q3 25 | $41.7M | $916.5M | ||
| Q2 25 | $-18.6M | $835.4M | ||
| Q1 25 | $-154.6M | $170.0M | ||
| Q4 24 | $-53.6M | $-189.7M | ||
| Q3 24 | $78.4M | $1.2B | ||
| Q2 24 | $129.3M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 59.6% | — | ||
| Q3 25 | 55.9% | — | ||
| Q2 25 | 53.6% | — | ||
| Q1 25 | 51.6% | — | ||
| Q4 24 | 54.7% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 59.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | 42.5% | ||
| Q3 25 | 7.8% | 46.3% | ||
| Q2 25 | 3.0% | 41.8% | ||
| Q1 25 | -10.3% | -2.0% | ||
| Q4 24 | 3.0% | -3.6% | ||
| Q3 24 | 12.6% | 43.7% | ||
| Q2 24 | 17.7% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.3% | 25.6% | ||
| Q3 25 | 3.7% | 28.7% | ||
| Q2 25 | -1.7% | 26.1% | ||
| Q1 25 | -15.9% | 4.9% | ||
| Q4 24 | -5.2% | -8.3% | ||
| Q3 24 | 6.7% | 29.8% | ||
| Q2 24 | 10.4% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.06 | $16.16 | ||
| Q3 25 | $0.03 | $19.40 | ||
| Q2 25 | $-0.09 | $17.20 | ||
| Q1 25 | $-0.29 | $3.27 | ||
| Q4 24 | $-0.10 | $-3.76 | ||
| Q3 24 | $0.14 | $22.62 | ||
| Q2 24 | $0.24 | $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 | $250.7M | $1.6B |
| Total DebtLower is stronger | $5.4B | — |
| Stockholders' EquityBook value | $6.6B | $4.3B |
| Total Assets | $14.3B | $53.7B |
| Debt / EquityLower = less leverage | 0.82× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $250.7M | $1.7B | ||
| Q3 25 | $236.8M | $1.7B | ||
| Q2 25 | $566.5M | $1.4B | ||
| Q1 25 | $771.7M | $1.6B | ||
| Q4 24 | $586.0M | $1.7B | ||
| Q3 24 | $286.1M | $1.6B | ||
| Q2 24 | $315.1M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $2.3B | ||
| Q3 25 | $5.4B | $2.2B | ||
| Q2 25 | $5.5B | $2.3B | ||
| Q1 25 | $5.6B | $2.8B | ||
| Q4 24 | $6.7B | $1.9B | ||
| Q3 24 | $6.4B | $1.9B | ||
| Q2 24 | $6.2B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.6B | $11.6B | ||
| Q3 25 | $6.7B | $11.5B | ||
| Q2 25 | $6.9B | $10.8B | ||
| Q1 25 | $7.1B | $10.3B | ||
| Q4 24 | $6.0B | $10.6B | ||
| Q3 24 | $6.3B | $11.2B | ||
| Q2 24 | $6.4B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $14.3B | $53.8B | ||
| Q3 25 | $14.5B | $54.5B | ||
| Q2 25 | $15.0B | $54.7B | ||
| Q1 25 | $15.4B | $53.6B | ||
| Q4 24 | $15.6B | $50.7B | ||
| Q3 24 | $15.6B | $52.8B | ||
| Q2 24 | $15.8B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 0.82× | 0.20× | ||
| Q3 25 | 0.80× | 0.19× | ||
| Q2 25 | 0.80× | 0.21× | ||
| Q1 25 | 0.80× | 0.27× | ||
| Q4 24 | 1.12× | 0.18× | ||
| Q3 24 | 1.02× | 0.17× | ||
| Q2 24 | 0.96× | 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 | $341.4M | — |
| Free Cash FlowOCF − Capex | $318.9M | — |
| FCF MarginFCF / Revenue | 26.9% | — |
| Capex IntensityCapex / Revenue | 1.9% | — |
| Cash ConversionOCF / Net Profit | 5.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $341.4M | $483.0M | ||
| Q3 25 | $88.1M | $1.6B | ||
| Q2 25 | $275.6M | $1.5B | ||
| Q1 25 | $205.9M | $157.8M | ||
| Q4 24 | $271.5M | $778.9M | ||
| Q3 24 | $43.6M | $1.5B | ||
| Q2 24 | $377.1M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $318.9M | — | ||
| Q3 25 | $51.6M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $191.7M | — | ||
| Q4 24 | $253.4M | — | ||
| Q3 24 | $22.8M | — | ||
| Q2 24 | $304.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 26.9% | — | ||
| Q3 25 | 4.5% | — | ||
| Q2 25 | 24.0% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 24.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 5.9% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.44× | 0.64× | ||
| Q3 25 | 2.11× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.56× | 1.26× | ||
| Q2 24 | 2.92× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
RNR
Segment breakdown not available.
