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ABERCROMBIE & FITCH CO（ANF）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ABERCROMBIE & FITCH CO的1.7倍（$2.2B vs $1.3B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 8.8%，领先14.7%），ABERCROMBIE & FITCH CO同比增速更快（6.8% vs -36.8%），过去两年ABERCROMBIE & FITCH CO的营收复合增速更高（-5.8% vs -11.9%）
A&F（阿伯克龙比与菲奇）是1892年成立的美国生活方式零售品牌，主打面向20岁出头至45岁左右客群的潮流服饰，总部位于俄亥俄州新奥尔巴尼。旗下运营Abercrombie Kids、Your Personal Best、霍利斯特（Hollister Co.）、Gilly Hicks四个子品牌，全品牌直营门店超780家。
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。
ANF 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
ANF
高出43.5%
-36.8%
净利率更高
RNR
高出14.7%
8.8%
两年增速更快
ANF
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $113.0M | $515.8M |
| 毛利率 | 62.5% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 8.8% | 23.5% |
| 营收同比 | 6.8% | -36.8% |
| 净利润同比 | -14.4% | 72.6% |
| 每股收益（稀释后） | $2.36 | $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ANFRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润ANFRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $113.0M | $760.5M | ||
| Q3 25 | $141.4M | $916.5M | ||
| Q2 25 | $80.4M | $835.4M | ||
| Q1 25 | $187.2M | $170.0M | ||
| Q4 24 | $132.0M | $-189.7M | ||
| Q3 24 | $133.2M | $1.2B | ||
| Q2 24 | $113.8M | $503.9M |
毛利率ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | 62.5% | — | ||
| Q3 25 | 62.6% | — | ||
| Q2 25 | 62.0% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.1% | — | ||
| Q3 24 | 64.9% | — | ||
| Q2 24 | 66.4% | — |
营业利润率ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 42.5% | ||
| Q3 25 | 17.1% | 46.3% | ||
| Q2 25 | 9.3% | 41.8% | ||
| Q1 25 | 16.2% | -2.0% | ||
| Q4 24 | 14.8% | -3.6% | ||
| Q3 24 | 15.5% | 43.7% | ||
| Q2 24 | 12.7% | 25.0% |
净利率ANFRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.8% | 25.6% | ||
| Q3 25 | 11.7% | 28.7% | ||
| Q2 25 | 7.3% | 26.1% | ||
| Q1 25 | 11.8% | 4.9% | ||
| Q4 24 | 10.9% | -8.3% | ||
| Q3 24 | 11.7% | 29.8% | ||
| Q2 24 | 11.2% | 17.8% |
每股收益（稀释后）ANFRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.36 | $16.16 | ||
| Q3 25 | $2.91 | $19.40 | ||
| Q2 25 | $1.59 | $17.20 | ||
| Q1 25 | $3.55 | $3.27 | ||
| Q4 24 | $2.50 | $-3.76 | ||
| Q3 24 | $2.50 | $22.62 | ||
| Q2 24 | $2.14 | $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 | $631.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $4.3B |
| 总资产 | $3.5B | $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ANFRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $631.0M | $1.7B | ||
| Q3 25 | $603.5M | $1.7B | ||
| Q2 25 | $607.6M | $1.4B | ||
| Q1 25 | $888.9M | $1.6B | ||
| Q4 24 | $738.9M | $1.7B | ||
| Q3 24 | $738.4M | $1.6B | ||
| Q2 24 | $864.2M | $1.6B |
总债务ANFRNR
| 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ANFRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.3B | $11.5B | ||
| Q2 25 | $1.2B | $10.8B | ||
| Q1 25 | $1.3B | $10.3B | ||
| Q4 24 | $1.2B | $10.6B | ||
| Q3 24 | $1.2B | $11.2B | ||
| Q2 24 | $1.1B | $10.2B |
总资产ANFRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.5B | $53.8B | ||
| Q3 25 | $3.3B | $54.5B | ||
| Q2 25 | $3.1B | $54.7B | ||
| Q1 25 | $3.3B | $53.6B | ||
| Q4 24 | $3.3B | $50.7B | ||
| Q3 24 | $3.0B | $52.8B | ||
| Q2 24 | $3.0B | $51.6B |
负债/权益比ANFRNR
| 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 | $200.1M | — |
| 自由现金流经营现金流 - 资本支出 | $131.8M | — |
| 自由现金流率自由现金流/营收 | 10.2% | — |
| 资本支出强度资本支出/营收 | 5.3% | — |
| 现金转化率经营现金流/净利润 | 1.77× | — |
| 过去12个月自由现金流最近4个季度 | $384.5M | — |
8季度趋势，按日历期对齐
经营现金流ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | $200.1M | $483.0M | ||
| Q3 25 | $116.9M | $1.6B | ||
| Q2 25 | $-4.0M | $1.5B | ||
| Q1 25 | $307.6M | $157.8M | ||
| Q4 24 | $142.6M | $778.9M | ||
| Q3 24 | $165.1M | $1.5B | ||
| Q2 24 | $95.0M | $1.2B |
自由现金流ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | $131.8M | — | ||
| Q3 25 | $50.7M | — | ||
| Q2 25 | $-54.8M | — | ||
| Q1 25 | $256.8M | — | ||
| Q4 24 | $92.2M | — | ||
| Q3 24 | $122.3M | — | ||
| Q2 24 | $56.1M | — |
自由现金流率ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | -5.0% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 7.6% | — | ||
| Q3 24 | 10.8% | — | ||
| Q2 24 | 5.5% | — |
资本支出强度ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.5% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 3.8% | — |
现金转化率ANFRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.77× | 0.64× | ||
| Q3 25 | 0.83× | 1.73× | ||
| Q2 25 | -0.05× | 1.76× | ||
| Q1 25 | 1.64× | 0.93× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.24× | 1.26× | ||
| Q2 24 | 0.83× | 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
ANF
| Hollister | $673.3M | 52% |
| Abercrombie | $617.3M | 48% |
| Gift Card | $25.7M | 2% |
| Royalty | $19.5M | 2% |
RNR
暂无分部数据
