vs
Ametek（AME）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Ametek的1.1倍（$2.2B vs $2.0B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 19.9%，领先3.6%），Ametek同比增速更快（13.4% vs -36.8%），过去两年Ametek的营收复合增速更高（7.3% vs -11.9%）
AMETEK Inc.是美国跨国综合企业，为全球知名的电子仪器及机电设备设计商与制造商，总部位于美国，在全球范围内设有超过150个运营站点，业务覆盖多个国家和地区，为各行业客户提供高性能的相关产品及配套解决方案。
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。
AME vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$2.0B
营收增速更快
AME
高出50.2%
-36.8%
净利率更高
RNR
高出3.6%
19.9%
两年增速更快
AME
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.0B | $2.2B |
| 净利润 | $398.6M | $515.8M |
| 毛利率 | 36.0% | — |
| 营业利润率 | 25.3% | — |
| 净利率 | 19.9% | 23.5% |
| 营收同比 | 13.4% | -36.8% |
| 净利润同比 | 2.9% | 72.6% |
| 每股收益（稀释后） | $1.73 | $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AMERNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.0B | $3.0B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.7B | $3.5B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
净利润AMERNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $398.6M | $760.5M | ||
| Q3 25 | $371.4M | $916.5M | ||
| Q2 25 | $358.4M | $835.4M | ||
| Q1 25 | $351.8M | $170.0M | ||
| Q4 24 | $387.3M | $-189.7M | ||
| Q3 24 | $340.2M | $1.2B | ||
| Q2 24 | $337.7M | $503.9M |
毛利率AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 36.0% | — | ||
| Q3 25 | 36.3% | — | ||
| Q2 25 | 35.8% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | 36.6% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — |
营业利润率AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 25.3% | 42.5% | ||
| Q3 25 | 25.8% | 46.3% | ||
| Q2 25 | 26.0% | 41.8% | ||
| Q1 25 | 26.3% | -2.0% | ||
| Q4 24 | 26.6% | -3.6% | ||
| Q3 24 | 26.1% | 43.7% | ||
| Q2 24 | 25.8% | 25.0% |
净利率AMERNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 19.9% | 25.6% | ||
| Q3 25 | 19.6% | 28.7% | ||
| Q2 25 | 20.2% | 26.1% | ||
| Q1 25 | 20.3% | 4.9% | ||
| Q4 24 | 22.0% | -8.3% | ||
| Q3 24 | 19.9% | 29.8% | ||
| Q2 24 | 19.5% | 17.8% |
每股收益（稀释后）AMERNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.73 | $16.16 | ||
| Q3 25 | $1.60 | $19.40 | ||
| Q2 25 | $1.55 | $17.20 | ||
| Q1 25 | $1.52 | $3.27 | ||
| Q4 24 | $1.67 | $-3.76 | ||
| Q3 24 | $1.47 | $22.62 | ||
| Q2 24 | $1.45 | $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 | $458.0M | $1.6B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $10.6B | $4.3B |
| 总资产 | $16.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.21× | — |
8季度趋势，按日历期对齐
现金及短期投资AMERNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $458.0M | $1.7B | ||
| Q3 25 | $439.2M | $1.7B | ||
| Q2 25 | $619.7M | $1.4B | ||
| Q1 25 | $399.0M | $1.6B | ||
| Q4 24 | $374.0M | $1.7B | ||
| Q3 24 | $396.3M | $1.6B | ||
| Q2 24 | $396.6M | $1.6B |
总债务AMERNR
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益AMERNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $10.6B | $11.6B | ||
| Q3 25 | $10.5B | $11.5B | ||
| Q2 25 | $10.4B | $10.8B | ||
| Q1 25 | $10.0B | $10.3B | ||
| Q4 24 | $9.7B | $10.6B | ||
| Q3 24 | $9.6B | $11.2B | ||
| Q2 24 | $9.3B | $10.2B |
总资产AMERNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $16.1B | $53.8B | ||
| Q3 25 | $16.2B | $54.5B | ||
| Q2 25 | $15.3B | $54.7B | ||
| Q1 25 | $14.9B | $53.6B | ||
| Q4 24 | $14.6B | $50.7B | ||
| Q3 24 | $14.8B | $52.8B | ||
| Q2 24 | $14.8B | $51.6B |
负债/权益比AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.22× | 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 | $584.3M | — |
| 自由现金流经营现金流 - 资本支出 | $527.3M | — |
| 自由现金流率自由现金流/营收 | 26.4% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 1.47× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流AMERNR
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $483.0M | ||
| Q3 25 | $440.9M | $1.6B | ||
| Q2 25 | $359.1M | $1.5B | ||
| Q1 25 | $417.5M | $157.8M | ||
| Q4 24 | $550.0M | $778.9M | ||
| Q3 24 | $487.2M | $1.5B | ||
| Q2 24 | $381.4M | $1.2B |
自由现金流AMERNR
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | — | ||
| Q3 25 | $420.0M | — | ||
| Q2 25 | $329.8M | — | ||
| Q1 25 | $394.5M | — | ||
| Q4 24 | $498.3M | — | ||
| Q3 24 | $460.9M | — | ||
| Q2 24 | $360.0M | — |
自由现金流率AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | — | ||
| Q3 25 | 22.2% | — | ||
| Q2 25 | 18.5% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 28.3% | — | ||
| Q3 24 | 27.0% | — | ||
| Q2 24 | 20.8% | — |
资本支出强度AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.2% | — |
现金转化率AMERNR
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 0.64× | ||
| Q3 25 | 1.19× | 1.73× | ||
| Q2 25 | 1.00× | 1.76× | ||
| Q1 25 | 1.19× | 0.93× | ||
| Q4 24 | 1.42× | — | ||
| Q3 24 | 1.43× | 1.26× | ||
| Q2 24 | 1.13× | 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
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
RNR
暂无分部数据
