vs
爱彼迎（ABNB）与RENAISSANCERE HOLDINGS LTD（RNR）财务数据对比。点击上方公司名可切换其他公司
爱彼迎的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍（$2.8B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.3%，领先11.2%），爱彼迎同比增速更快（12.0% vs -36.8%），过去两年爱彼迎的营收复合增速更高（13.9% vs -11.9%）
爱彼迎是全球知名的旅行住宿及体验共享平台，成立于2007年，2010年正式启用现名。平台连接全球各地的房东与旅客，用户可通过网页或移动端预订私人客房、普通住宅、度假屋等多元住宿，也可报名参与当地特色体验项目，是共享经济领域的代表性企业。
RenaissanceRe Holdings Ltd是总部位于百慕大的保险及相关商业服务提供商，核心业务覆盖再保险、常规保险两大板块，同时运营风险相关创新投资业务，为全球客户提供专业的风险对冲与保险解决方案。
ABNB vs RNR — 直观对比
营收规模更大
ABNB
是对方的1.3倍
$2.2B
营收增速更快
ABNB
高出48.8%
-36.8%
净利率更高
RNR
高出11.2%
12.3%
两年增速更快
ABNB
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.2B |
| 净利润 | $341.0M | $515.8M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 23.5% |
| 营收同比 | 12.0% | -36.8% |
| 净利润同比 | -26.0% | 72.6% |
| 每股收益（稀释后） | — | $6.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ABNBRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.8B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $3.7B | $4.0B | ||
| Q2 24 | $2.7B | $2.8B |
净利润ABNBRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $341.0M | $760.5M | ||
| Q3 25 | $1.4B | $916.5M | ||
| Q2 25 | $642.0M | $835.4M | ||
| Q1 25 | $154.0M | $170.0M | ||
| Q4 24 | $461.0M | $-189.7M | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $555.0M | $503.9M |
毛利率ABNBRNR
| Q1 26 | — | — | ||
| Q4 25 | 82.5% | — | ||
| Q3 25 | 86.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 77.7% | — | ||
| Q4 24 | 82.8% | — | ||
| Q3 24 | 87.5% | — | ||
| Q2 24 | 81.6% | — |
营业利润率ABNBRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 42.5% | ||
| Q3 25 | 39.7% | 46.3% | ||
| Q2 25 | 19.8% | 41.8% | ||
| Q1 25 | 1.7% | -2.0% | ||
| Q4 24 | 17.3% | -3.6% | ||
| Q3 24 | 40.9% | 43.7% | ||
| Q2 24 | 18.1% | 25.0% |
净利率ABNBRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 12.3% | 25.6% | ||
| Q3 25 | 33.6% | 28.7% | ||
| Q2 25 | 20.7% | 26.1% | ||
| Q1 25 | 6.8% | 4.9% | ||
| Q4 24 | 18.6% | -8.3% | ||
| Q3 24 | 36.7% | 29.8% | ||
| Q2 24 | 20.2% | 17.8% |
每股收益（稀释后）ABNBRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $9.41 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $11.0B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $4.3B |
| 总资产 | $22.2B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ABNBRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $11.0B | $1.7B | ||
| Q3 25 | $11.7B | $1.7B | ||
| Q2 25 | $11.4B | $1.4B | ||
| Q1 25 | $11.5B | $1.6B | ||
| Q4 24 | $10.6B | $1.7B | ||
| Q3 24 | $11.3B | $1.6B | ||
| Q2 24 | $11.3B | $1.6B |
总债务ABNBRNR
| 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 |
股东权益ABNBRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.2B | $11.6B | ||
| Q3 25 | $8.6B | $11.5B | ||
| Q2 25 | $7.8B | $10.8B | ||
| Q1 25 | $7.9B | $10.3B | ||
| Q4 24 | $8.4B | $10.6B | ||
| Q3 24 | $8.5B | $11.2B | ||
| Q2 24 | $8.0B | $10.2B |
总资产ABNBRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $22.2B | $53.8B | ||
| Q3 25 | $23.1B | $54.5B | ||
| Q2 25 | $27.0B | $54.7B | ||
| Q1 25 | $25.1B | $53.6B | ||
| Q4 24 | $21.0B | $50.7B | ||
| Q3 24 | $22.2B | $52.8B | ||
| Q2 24 | $26.3B | $51.6B |
负债/权益比ABNBRNR
| 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× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $526.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ABNBRNR
| Q1 26 | — | — | ||
| Q4 25 | $526.0M | $483.0M | ||
| Q3 25 | $1.4B | $1.6B | ||
| Q2 25 | $975.0M | $1.5B | ||
| Q1 25 | $1.8B | $157.8M | ||
| Q4 24 | $466.0M | $778.9M | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.2B |
现金转化率ABNBRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 0.64× | ||
| Q3 25 | 0.99× | 1.73× | ||
| Q2 25 | 1.52× | 1.76× | ||
| Q1 25 | 11.62× | 0.93× | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | 1.26× | ||
| Q2 24 | 1.89× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ABNB
| North America | $1.1B | 41% |
| EMEA | $930.0M | 33% |
| Latin America | $351.0M | 13% |
| Other | $351.0M | 13% |
RNR
暂无分部数据
