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安姆科（AMCR）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
安姆科的季度营收约是RENAISSANCERE HOLDINGS LTD的2.5倍（$5.4B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.2%，领先20.3%），安姆科同比增速更快（68.1% vs -36.8%），过去两年安姆科的营收复合增速更高（26.4% vs -11.9%）
安姆科是全球知名的包装产品开发商、生产商与销售商，业务覆盖欧洲、北美、拉美、非洲及亚太地区，下设软包装与硬包装两大业务板块。软包装产品广泛应用于食品饮料、医药、生鲜、休闲食品、个人护理等领域，硬包装板块则为各类食品饮料提供刚性容器产品。
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。
AMCR vs RNR — 直观对比
营收规模更大
AMCR
是对方的2.5倍
$2.2B
营收增速更快
AMCR
高出104.9%
-36.8%
净利率更高
RNR
高出20.3%
3.2%
两年增速更快
AMCR
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.4B | $2.2B |
| 净利润 | $177.0M | $515.8M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 6.1% | — |
| 净利率 | 3.2% | 23.5% |
| 营收同比 | 68.1% | -36.8% |
| 净利润同比 | 8.6% | 72.6% |
| 每股收益（稀释后） | $0.38 | $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AMCRRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $5.4B | $3.0B | ||
| Q3 25 | $5.7B | $3.2B | ||
| Q2 25 | $5.1B | $3.2B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.5B | $2.8B |
净利润AMCRRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $177.0M | $760.5M | ||
| Q3 25 | $262.0M | $916.5M | ||
| Q2 25 | $-39.0M | $835.4M | ||
| Q1 25 | $196.0M | $170.0M | ||
| Q4 24 | $163.0M | $-189.7M | ||
| Q3 24 | $191.0M | $1.2B | ||
| Q2 24 | $257.0M | $503.9M |
毛利率AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 19.6% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 21.3% | — |
营业利润率AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 42.5% | ||
| Q3 25 | 8.0% | 46.3% | ||
| Q2 25 | 1.7% | 41.8% | ||
| Q1 25 | 9.4% | -2.0% | ||
| Q4 24 | 9.2% | -3.6% | ||
| Q3 24 | 9.3% | 43.7% | ||
| Q2 24 | 11.2% | 25.0% |
净利率AMCRRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.2% | 25.6% | ||
| Q3 25 | 4.6% | 28.7% | ||
| Q2 25 | -0.8% | 26.1% | ||
| Q1 25 | 5.9% | 4.9% | ||
| Q4 24 | 5.0% | -8.3% | ||
| Q3 24 | 5.7% | 29.8% | ||
| Q2 24 | 7.3% | 17.8% |
每股收益（稀释后）AMCRRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.38 | $16.16 | ||
| Q3 25 | $0.11 | $19.40 | ||
| Q2 25 | $-0.06 | $17.20 | ||
| Q1 25 | $0.14 | $3.27 | ||
| Q4 24 | $0.11 | $-3.76 | ||
| Q3 24 | $0.13 | $22.62 | ||
| Q2 24 | $0.18 | $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 | $1.1B | $1.6B |
| 总债务越低越好 | $14.6B | — |
| 股东权益账面价值 | $11.6B | $4.3B |
| 总资产 | $37.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.26× | — |
8季度趋势，按日历期对齐
现金及短期投资AMCRRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $825.0M | $1.7B | ||
| Q2 25 | $827.0M | $1.4B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $445.0M | $1.7B | ||
| Q3 24 | $432.0M | $1.6B | ||
| Q2 24 | $588.0M | $1.6B |
总债务AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | $14.6B | $2.3B | ||
| Q3 25 | $12.8B | $2.2B | ||
| Q2 25 | $13.8B | $2.3B | ||
| Q1 25 | $8.6B | $2.8B | ||
| Q4 24 | $6.8B | $1.9B | ||
| Q3 24 | $7.2B | $1.9B | ||
| Q2 24 | $6.6B | $2.0B |
股东权益AMCRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $11.6B | $11.6B | ||
| Q3 25 | $11.7B | $11.5B | ||
| Q2 25 | $11.7B | $10.8B | ||
| Q1 25 | $3.9B | $10.3B | ||
| Q4 24 | $3.8B | $10.6B | ||
| Q3 24 | $3.9B | $11.2B | ||
| Q2 24 | $3.9B | $10.2B |
总资产AMCRRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $37.0B | $53.8B | ||
| Q3 25 | $37.1B | $54.5B | ||
| Q2 25 | $37.1B | $54.7B | ||
| Q1 25 | $18.0B | $53.6B | ||
| Q4 24 | $16.2B | $50.7B | ||
| Q3 24 | $16.9B | $52.8B | ||
| Q2 24 | $16.5B | $51.6B |
负债/权益比AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 0.20× | ||
| Q3 25 | 1.09× | 0.19× | ||
| Q2 25 | 1.18× | 0.21× | ||
| Q1 25 | 2.24× | 0.27× | ||
| Q4 24 | 1.81× | 0.18× | ||
| Q3 24 | 1.83× | 0.17× | ||
| Q2 24 | 1.70× | 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 | $503.0M | — |
| 自由现金流经营现金流 - 资本支出 | $282.0M | — |
| 自由现金流率自由现金流/营收 | 5.2% | — |
| 资本支出强度资本支出/营收 | 4.1% | — |
| 现金转化率经营现金流/净利润 | 2.84× | — |
| 过去12个月自由现金流最近4个季度 | $805.0M | — |
8季度趋势，按日历期对齐
经营现金流AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | $503.0M | $483.0M | ||
| Q3 25 | $-133.0M | $1.6B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $117.0M | $157.8M | ||
| Q4 24 | $428.0M | $778.9M | ||
| Q3 24 | $-269.0M | $1.5B | ||
| Q2 24 | $943.0M | $1.2B |
自由现金流AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | $282.0M | — | ||
| Q3 25 | $-371.0M | — | ||
| Q2 25 | $894.0M | — | ||
| Q1 25 | $0 | — | ||
| Q4 24 | $330.0M | — | ||
| Q3 24 | $-414.0M | — | ||
| Q2 24 | $809.0M | — |
自由现金流率AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.2% | — | ||
| Q3 25 | -6.5% | — | ||
| Q2 25 | 17.6% | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 10.2% | — | ||
| Q3 24 | -12.3% | — | ||
| Q2 24 | 22.9% | — |
资本支出强度AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.1% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 4.3% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 3.0% | — | ||
| Q3 24 | 4.3% | — | ||
| Q2 24 | 3.8% | — |
现金转化率AMCRRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.84× | 0.64× | ||
| Q3 25 | -0.51× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 0.60× | 0.93× | ||
| Q4 24 | 2.63× | — | ||
| Q3 24 | -1.41× | 1.26× | ||
| Q2 24 | 3.67× | 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
AMCR
| Flexibles Segment | $3.2B | 59% |
| Rigid Packaging Segment | $2.3B | 42% |
RNR
暂无分部数据
