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AMC ENTERTAINMENT HOLDINGS, INC.（AMC）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AMC ENTERTAINMENT HOLDINGS, INC.的1.7倍（$2.2B vs $1.3B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -9.9%，领先33.4%），AMC ENTERTAINMENT HOLDINGS, INC.同比增速更快（-1.4% vs -36.8%），过去两年AMC ENTERTAINMENT HOLDINGS, INC.的营收复合增速更高（16.4% vs -11.9%）
AMC娱乐控股是总部位于美国堪萨斯州利伍德的连锁影院集团，1920年创立于密苏里州堪萨斯城，是全球规模最大的影院运营商，目前在全球共运营约860家影院、总计超过9600块银幕，业务覆盖美国与欧洲多地。
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。
AMC vs RNR — 直观对比
营收规模更大
RNR
是对方的1.7倍
$1.3B
营收增速更快
AMC
高出35.4%
-36.8%
净利率更高
RNR
高出33.4%
-9.9%
两年增速更快
AMC
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $-127.4M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 0.0% | — |
| 净利率 | -9.9% | 23.5% |
| 营收同比 | -1.4% | -36.8% |
| 净利润同比 | 6.0% | 72.6% |
| 每股收益（稀释后） | $-0.28 | $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AMCRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $862.5M | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润AMCRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-127.4M | $760.5M | ||
| Q3 25 | $-298.2M | $916.5M | ||
| Q2 25 | $-4.7M | $835.4M | ||
| Q1 25 | $-202.1M | $170.0M | ||
| Q4 24 | $-135.6M | $-189.7M | ||
| Q3 24 | $-20.7M | $1.2B | ||
| Q2 24 | $-32.8M | $503.9M |
营业利润率AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.0% | 42.5% | ||
| Q3 25 | 2.8% | 46.3% | ||
| Q2 25 | 6.6% | 41.8% | ||
| Q1 25 | -16.9% | -2.0% | ||
| Q4 24 | 0.4% | -3.6% | ||
| Q3 24 | 5.3% | 43.7% | ||
| Q2 24 | -4.6% | 25.0% |
净利率AMCRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -9.9% | 25.6% | ||
| Q3 25 | -22.9% | 28.7% | ||
| Q2 25 | -0.3% | 26.1% | ||
| Q1 25 | -23.4% | 4.9% | ||
| Q4 24 | -10.4% | -8.3% | ||
| Q3 24 | -1.5% | 29.8% | ||
| Q2 24 | -3.2% | 17.8% |
每股收益（稀释后）AMCRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.28 | $16.16 | ||
| Q3 25 | $-0.58 | $19.40 | ||
| Q2 25 | $-0.01 | $17.20 | ||
| Q1 25 | $-0.47 | $3.27 | ||
| Q4 24 | $-0.28 | $-3.76 | ||
| Q3 24 | $-0.06 | $22.62 | ||
| Q2 24 | $-0.10 | $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 | $428.5M | $1.6B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $-1.9B | $4.3B |
| 总资产 | $8.0B | $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AMCRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $428.5M | $1.7B | ||
| Q3 25 | $365.8M | $1.7B | ||
| Q2 25 | $423.7M | $1.4B | ||
| Q1 25 | $378.7M | $1.6B | ||
| Q4 24 | $632.3M | $1.7B | ||
| Q3 24 | $527.4M | $1.6B | ||
| Q2 24 | $770.3M | $1.6B |
总债务AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | $4.1B | $2.8B | ||
| Q4 24 | $4.1B | $1.9B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.3B | $2.0B |
股东权益AMCRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-1.9B | $11.6B | ||
| Q3 25 | $-1.8B | $11.5B | ||
| Q2 25 | $-1.7B | $10.8B | ||
| Q1 25 | $-1.7B | $10.3B | ||
| Q4 24 | $-1.8B | $10.6B | ||
| Q3 24 | $-1.7B | $11.2B | ||
| Q2 24 | $-1.7B | $10.2B |
总资产AMCRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.0B | $53.8B | ||
| Q3 25 | $8.0B | $54.5B | ||
| Q2 25 | $8.2B | $54.7B | ||
| Q1 25 | $8.1B | $53.6B | ||
| Q4 24 | $8.2B | $50.7B | ||
| Q3 24 | $8.3B | $52.8B | ||
| Q2 24 | $8.6B | $51.6B |
负债/权益比AMCRNR
| 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 | $126.7M | — |
| 自由现金流经营现金流 - 资本支出 | $43.3M | — |
| 自由现金流率自由现金流/营收 | 3.4% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-365.9M | — |
8季度趋势，按日历期对齐
经营现金流AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | $126.7M | $483.0M | ||
| Q3 25 | $-14.9M | $1.6B | ||
| Q2 25 | $138.4M | $1.5B | ||
| Q1 25 | $-370.0M | $157.8M | ||
| Q4 24 | $203.6M | $778.9M | ||
| Q3 24 | $-31.5M | $1.5B | ||
| Q2 24 | $-34.6M | $1.2B |
自由现金流AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | $43.3M | — | ||
| Q3 25 | $-81.1M | — | ||
| Q2 25 | $88.9M | — | ||
| Q1 25 | $-417.0M | — | ||
| Q4 24 | $113.9M | — | ||
| Q3 24 | $-92.2M | — | ||
| Q2 24 | $-79.2M | — |
自由现金流率AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.4% | — | ||
| Q3 25 | -6.2% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | -48.3% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | -6.8% | — | ||
| Q2 24 | -7.7% | — |
资本支出强度AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 5.1% | — | ||
| Q2 25 | 3.5% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 6.9% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 4.3% | — |
现金转化率AMCRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | — | 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
AMC
| Admission | $701.6M | 54% |
| Food And Beverage | $436.5M | 34% |
| Other | $106.2M | 8% |
| Advertising | $44.0M | 3% |
RNR
暂无分部数据
