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奥尼兰姆制药(ALNY)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的季度营收约是奥尼兰姆制药的1.9倍($2.2B vs $1.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 17.6%,领先5.9%),奥尼兰姆制药同比增速更快(96.4% vs -36.8%),过去两年奥尼兰姆制药的营收复合增速更高(33.0% vs -11.9%)
奥尼兰姆制药是美国生物制药企业,2002年成立,总部位于马萨诸塞州剑桥市,专注于研发及商业化针对基因明确疾病的RNA干扰(RNAi)疗法,2016年入选福布斯「100家最具创新力成长企业」榜单。
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。
ALNY 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
ALNY
高出133.2%
-36.8%
净利率更高
RNR
高出5.9%
17.6%
两年增速更快
ALNY
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $206.0M | $515.8M |
| 毛利率 | 82.2% | — |
| 营业利润率 | 23.0% | — |
| 净利率 | 17.6% | 23.5% |
| 营收同比 | 96.4% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益(稀释后) | $1.51 | $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
ALNY
RNR
| Q1 26 | $1.2B | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $773.7M | $3.2B | ||
| Q1 25 | $594.2M | $3.5B | ||
| Q4 24 | $593.2M | $2.3B | ||
| Q3 24 | $500.9M | $4.0B | ||
| Q2 24 | $659.8M | $2.8B |
净利润
ALNY
RNR
| Q1 26 | $206.0M | $515.8M | ||
| Q4 25 | $186.4M | $760.5M | ||
| Q3 25 | $251.1M | $916.5M | ||
| Q2 25 | $-66.3M | $835.4M | ||
| Q1 25 | $-57.5M | $170.0M | ||
| Q4 24 | $-83.8M | $-189.7M | ||
| Q3 24 | $-111.6M | $1.2B | ||
| Q2 24 | $-16.9M | $503.9M |
毛利率
ALNY
RNR
| Q1 26 | 82.2% | — | ||
| Q4 25 | 75.6% | — | ||
| Q3 25 | 84.2% | — | ||
| Q2 25 | 81.6% | — | ||
| Q1 25 | 88.2% | — | ||
| Q4 24 | 82.7% | — | ||
| Q3 24 | 83.6% | — | ||
| Q2 24 | 89.8% | — |
营业利润率
ALNY
RNR
| Q1 26 | 23.0% | — | ||
| Q4 25 | 12.0% | 42.5% | ||
| Q3 25 | 29.5% | 46.3% | ||
| Q2 25 | -2.1% | 41.8% | ||
| Q1 25 | 3.0% | -2.0% | ||
| Q4 24 | -17.7% | -3.6% | ||
| Q3 24 | -15.4% | 43.7% | ||
| Q2 24 | 7.4% | 25.0% |
净利率
ALNY
RNR
| Q1 26 | 17.6% | 23.5% | ||
| Q4 25 | 17.0% | 25.6% | ||
| Q3 25 | 20.1% | 28.7% | ||
| Q2 25 | -8.6% | 26.1% | ||
| Q1 25 | -9.7% | 4.9% | ||
| Q4 24 | -14.1% | -8.3% | ||
| Q3 24 | -22.3% | 29.8% | ||
| Q2 24 | -2.6% | 17.8% |
每股收益(稀释后)
ALNY
RNR
| Q1 26 | $1.51 | $6.57 | ||
| Q4 25 | $1.44 | $16.16 | ||
| Q3 25 | $1.84 | $19.40 | ||
| Q2 25 | $-0.51 | $17.20 | ||
| Q1 25 | $-0.44 | $3.27 | ||
| Q4 24 | $-0.66 | $-3.76 | ||
| Q3 24 | $-0.87 | $22.62 | ||
| Q2 24 | $-0.13 | $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 | $1.7B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.1B | $4.3B |
| 总资产 | $5.1B | $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
ALNY
RNR
| Q1 26 | $1.7B | $1.6B | ||
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $966.4M | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $968.5M | $1.6B |
总债务
ALNY
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
ALNY
RNR
| Q1 26 | $1.1B | $4.3B | ||
| Q4 25 | $789.2M | $11.6B | ||
| Q3 25 | $233.9M | $11.5B | ||
| Q2 25 | $250.6M | $10.8B | ||
| Q1 25 | $115.4M | $10.3B | ||
| Q4 24 | $67.1M | $10.6B | ||
| Q3 24 | $32.4M | $11.2B | ||
| Q2 24 | $-3.1M | $10.2B |
总资产
ALNY
RNR
| Q1 26 | $5.1B | $53.7B | ||
| Q4 25 | $5.0B | $53.8B | ||
| Q3 25 | $4.9B | $54.5B | ||
| Q2 25 | $4.6B | $54.7B | ||
| Q1 25 | $4.2B | $53.6B | ||
| Q4 24 | $4.2B | $50.7B | ||
| Q3 24 | $4.2B | $52.8B | ||
| Q2 24 | $4.0B | $51.6B |
负债/权益比
ALNY
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
ALNY
| AMVUTTRA | $889.9M | 76% |
| GIVLAARI | $74.4M | 6% |
| OXLUMO | $51.3M | 4% |
| Royalty revenue | $49.0M | 4% |
| Regeneron Pharmaceuticals | $46.3M | 4% |
| Roche | $35.6M | 3% |
| ONPATTRO | $20.5M | 2% |
RNR
暂无分部数据