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墨西哥国际航空(AERO)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
RENAISSANCERE HOLDINGS LTD的季度营收约是墨西哥国际航空的1.5倍($2.2B vs $1.4B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 11.5%,领先12.0%)
墨西哥国际航空集团是墨西哥旗舰航空控股企业,提供国内及国际客货运航空运输服务,航线网络覆盖北美、南美、欧洲及亚洲,服务休闲与商务出行群体,配备现代化民航机队,可满足不同用户的出行需求。
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。
AERO vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.4B
净利率更高
RNR
高出12.0%
11.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $165.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 21.1% | — |
| 净利率 | 11.5% | 23.5% |
| 营收同比 | — | -36.8% |
| 净利润同比 | — | 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
AERO
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $2.8B |
净利润
AERO
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $165.0M | $760.5M | ||
| Q3 25 | — | $916.5M | ||
| Q2 25 | — | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $503.9M |
营业利润率
AERO
RNR
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | 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% |
净利率
AERO
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 11.5% | 25.6% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 17.8% |
每股收益(稀释后)
AERO
RNR
| 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 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | — | $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
AERO
RNR
| 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 |
总债务
AERO
RNR
| 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
AERO
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $10.2B |
总资产
AERO
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | — | $54.5B | ||
| Q2 25 | — | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | — | $52.8B | ||
| Q2 24 | — | $51.6B |
负债/权益比
AERO
RNR
| 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× |
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
AERO
| Passenger | $1.3B | 91% |
| Air Cargo | $82.0M | 6% |
| Other | $52.0M | 4% |
RNR
暂无分部数据