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艾奕康（ACM）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
艾奕康的季度营收约是RENAISSANCERE HOLDINGS LTD的1.7倍（$3.8B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.9%，领先21.6%），艾奕康同比增速更快（1.6% vs -36.8%），过去两年艾奕康的营收复合增速更高（-1.4% vs -11.9%）
AECOM是一家总部位于美国得克萨斯州达拉斯的跨国基础设施咨询企业，业务覆盖全球多地区，为交通、建筑、水务、能源等多个领域的工程项目提供专业规划、设计、项目管理等一体化咨询解决方案，在全球基建咨询行业拥有领先的市场地位。
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。
ACM vs RNR — 直观对比
营收规模更大
ACM
是对方的1.7倍
$2.2B
营收增速更快
ACM
高出38.3%
-36.8%
净利率更高
RNR
高出21.6%
1.9%
两年增速更快
ACM
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.2B |
| 净利润 | $74.5M | $515.8M |
| 毛利率 | 7.3% | — |
| 营业利润率 | 5.8% | — |
| 净利率 | 1.9% | 23.5% |
| 营收同比 | 1.6% | -36.8% |
| 净利润同比 | -48.0% | 72.6% |
| 每股收益（稀释后） | $0.56 | $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ACMRNR
| Q1 26 | $3.8B | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.1B | $4.0B | ||
| Q2 24 | $4.2B | $2.8B |
净利润ACMRNR
| Q1 26 | $74.5M | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $120.4M | $916.5M | ||
| Q2 25 | $131.0M | $835.4M | ||
| Q1 25 | $143.4M | $170.0M | ||
| Q4 24 | $167.0M | $-189.7M | ||
| Q3 24 | $172.5M | $1.2B | ||
| Q2 24 | $134.3M | $503.9M |
毛利率ACMRNR
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 6.9% | — |
营业利润率ACMRNR
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 5.7% | 46.3% | ||
| Q2 25 | 7.0% | 41.8% | ||
| Q1 25 | 6.8% | -2.0% | ||
| Q4 24 | 5.9% | -3.6% | ||
| Q3 24 | 5.8% | 43.7% | ||
| Q2 24 | 5.5% | 25.0% |
净利率ACMRNR
| Q1 26 | 1.9% | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 2.9% | 28.7% | ||
| Q2 25 | 3.1% | 26.1% | ||
| Q1 25 | 3.8% | 4.9% | ||
| Q4 24 | 4.2% | -8.3% | ||
| Q3 24 | 4.2% | 29.8% | ||
| Q2 24 | 3.2% | 17.8% |
每股收益（稀释后）ACMRNR
| Q1 26 | $0.56 | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.90 | $19.40 | ||
| Q2 25 | $0.98 | $17.20 | ||
| Q1 25 | $1.08 | $3.27 | ||
| Q4 24 | $1.25 | $-3.76 | ||
| Q3 24 | $1.27 | $22.62 | ||
| Q2 24 | $0.98 | $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 | $1.2B | $1.6B |
| 总债务越低越好 | $2.6B | — |
| 股东权益账面价值 | $2.2B | $4.3B |
| 总资产 | $11.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.18× | — |
8季度趋势，按日历期对齐
现金及短期投资ACMRNR
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.6B | $1.6B |
总债务ACMRNR
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.3B | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.5B | $2.0B |
股东权益ACMRNR
| Q1 26 | $2.2B | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $2.5B | $11.5B | ||
| Q2 25 | $2.5B | $10.8B | ||
| Q1 25 | $2.3B | $10.3B | ||
| Q4 24 | $2.2B | $10.6B | ||
| Q3 24 | $2.2B | $11.2B | ||
| Q2 24 | $2.3B | $10.2B |
总资产ACMRNR
| Q1 26 | $11.9B | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $12.2B | $54.5B | ||
| Q2 25 | $12.3B | $54.7B | ||
| Q1 25 | $11.8B | $53.6B | ||
| Q4 24 | $11.8B | $50.7B | ||
| Q3 24 | $12.1B | $52.8B | ||
| Q2 24 | $12.0B | $51.6B |
负债/权益比ACMRNR
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 1.06× | 0.19× | ||
| Q2 25 | 0.99× | 0.21× | ||
| Q1 25 | 1.07× | 0.27× | ||
| Q4 24 | 1.11× | 0.18× | ||
| Q3 24 | 1.12× | 0.17× | ||
| Q2 24 | 1.07× | 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 | $70.2M | — |
| 自由现金流经营现金流 - 资本支出 | $41.9M | — |
| 自由现金流率自由现金流/营收 | 1.1% | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $616.0M | — |
8季度趋势，按日历期对齐
经营现金流ACMRNR
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $196.1M | $1.6B | ||
| Q2 25 | $283.7M | $1.5B | ||
| Q1 25 | $190.7M | $157.8M | ||
| Q4 24 | $151.1M | $778.9M | ||
| Q3 24 | $298.8M | $1.5B | ||
| Q2 24 | $291.3M | $1.2B |
自由现金流ACMRNR
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | — | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
自由现金流率ACMRNR
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
资本支出强度ACMRNR
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
现金转化率ACMRNR
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 1.63× | 1.73× | ||
| Q2 25 | 2.17× | 1.76× | ||
| Q1 25 | 1.33× | 0.93× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | 1.26× | ||
| Q2 24 | 2.17× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
