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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）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APPLIED INDUSTRIAL TECHNOLOGIES INC的1.9倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 8.2%，领先15.3%），APPLIED INDUSTRIAL TECHNOLOGIES INC同比增速更快（8.4% vs -36.8%），过去两年APPLIED INDUSTRIAL TECHNOLOGIES INC的营收复合增速更高（0.7% vs -11.9%）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
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。
AIT vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
AIT
高出45.1%
-36.8%
净利率更高
RNR
高出15.3%
8.2%
两年增速更快
AIT
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $95.3M | $515.8M |
| 毛利率 | 30.4% | — |
| 营业利润率 | 10.6% | — |
| 净利率 | 8.2% | 23.5% |
| 营收同比 | 8.4% | -36.8% |
| 净利润同比 | 2.2% | 72.6% |
| 每股收益（稀释后） | $2.51 | $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AITRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润AITRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $95.3M | $760.5M | ||
| Q3 25 | $100.8M | $916.5M | ||
| Q2 25 | $107.8M | $835.4M | ||
| Q1 25 | $99.8M | $170.0M | ||
| Q4 24 | $93.3M | $-189.7M | ||
| Q3 24 | $92.1M | $1.2B | ||
| Q2 24 | $103.5M | $503.9M |
毛利率AITRNR
| Q1 26 | — | — | ||
| Q4 25 | 30.4% | — | ||
| Q3 25 | 30.1% | — | ||
| Q2 25 | 30.6% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — |
营业利润率AITRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.6% | 42.5% | ||
| Q3 25 | 10.8% | 46.3% | ||
| Q2 25 | 11.0% | 41.8% | ||
| Q1 25 | 11.1% | -2.0% | ||
| Q4 24 | 11.3% | -3.6% | ||
| Q3 24 | 10.3% | 43.7% | ||
| Q2 24 | 12.0% | 25.0% |
净利率AITRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.2% | 25.6% | ||
| Q3 25 | 8.4% | 28.7% | ||
| Q2 25 | 8.8% | 26.1% | ||
| Q1 25 | 8.6% | 4.9% | ||
| Q4 24 | 8.7% | -8.3% | ||
| Q3 24 | 8.4% | 29.8% | ||
| Q2 24 | 8.9% | 17.8% |
每股收益（稀释后）AITRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.51 | $16.16 | ||
| Q3 25 | $2.63 | $19.40 | ||
| Q2 25 | $2.80 | $17.20 | ||
| Q1 25 | $2.57 | $3.27 | ||
| Q4 24 | $2.39 | $-3.76 | ||
| Q3 24 | $2.36 | $22.62 | ||
| Q2 24 | $2.64 | $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 | $406.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.9B | $4.3B |
| 总资产 | $3.2B | $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AITRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $406.0M | $1.7B | ||
| Q3 25 | $418.7M | $1.7B | ||
| Q2 25 | $388.4M | $1.4B | ||
| Q1 25 | $352.8M | $1.6B | ||
| Q4 24 | $303.4M | $1.7B | ||
| Q3 24 | $538.5M | $1.6B | ||
| Q2 24 | $460.6M | $1.6B |
总债务AITRNR
| 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AITRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.9B | $11.6B | ||
| Q3 25 | $1.9B | $11.5B | ||
| Q2 25 | $1.8B | $10.8B | ||
| Q1 25 | $1.8B | $10.3B | ||
| Q4 24 | $1.8B | $10.6B | ||
| Q3 24 | $1.8B | $11.2B | ||
| Q2 24 | $1.7B | $10.2B |
总资产AITRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.2B | $53.8B | ||
| Q3 25 | $3.2B | $54.5B | ||
| Q2 25 | $3.2B | $54.7B | ||
| Q1 25 | $3.1B | $53.6B | ||
| Q4 24 | $3.0B | $50.7B | ||
| Q3 24 | $3.0B | $52.8B | ||
| Q2 24 | $3.0B | $51.6B |
负债/权益比AITRNR
| 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 | $99.7M | — |
| 自由现金流经营现金流 - 资本支出 | $93.4M | — |
| 自由现金流率自由现金流/营收 | 8.0% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.05× | — |
| 过去12个月自由现金流最近4个季度 | $458.5M | — |
8季度趋势，按日历期对齐
经营现金流AITRNR
| Q1 26 | — | — | ||
| Q4 25 | $99.7M | $483.0M | ||
| Q3 25 | $119.3M | $1.6B | ||
| Q2 25 | $147.0M | $1.5B | ||
| Q1 25 | $122.5M | $157.8M | ||
| Q4 24 | $95.1M | $778.9M | ||
| Q3 24 | $127.7M | $1.5B | ||
| Q2 24 | $119.2M | $1.2B |
自由现金流AITRNR
| Q1 26 | — | — | ||
| Q4 25 | $93.4M | — | ||
| Q3 25 | $112.0M | — | ||
| Q2 25 | $138.2M | — | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — |
自由现金流率AITRNR
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | — | ||
| Q3 25 | 9.3% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度AITRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率AITRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.05× | 0.64× | ||
| Q3 25 | 1.18× | 1.73× | ||
| Q2 25 | 1.36× | 1.76× | ||
| Q1 25 | 1.23× | 0.93× | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | 1.26× | ||
| Q2 24 | 1.15× | 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
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
RNR
暂无分部数据
