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安波福（APTV）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
安波福的季度营收约是RENAISSANCERE HOLDINGS LTD的2.3倍（$5.2B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 2.7%，领先20.8%），安波福同比增速更快（5.0% vs -36.8%），过去两年安波福的营收复合增速更高（2.5% vs -11.9%）
安波福（Aptiv）是源自美国的全球知名汽车技术供应商，总部设于瑞士沙夫豪森。其前身是通用汽车旗下的零部件业务板块，后独立为德尔福汽车系统，经业务拆分重组后正式成立安波福，服务全球各大整车制造企业。
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。
APTV vs RNR — 直观对比
营收规模更大
APTV
是对方的2.3倍
$2.2B
营收增速更快
APTV
高出41.8%
-36.8%
净利率更高
RNR
高出20.8%
2.7%
两年增速更快
APTV
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.2B | $2.2B |
| 净利润 | $138.0M | $515.8M |
| 毛利率 | 18.7% | — |
| 营业利润率 | 8.2% | — |
| 净利率 | 2.7% | 23.5% |
| 营收同比 | 5.0% | -36.8% |
| 净利润同比 | -48.5% | 72.6% |
| 每股收益（稀释后） | $0.63 | $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APTVRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $5.2B | $3.0B | ||
| Q3 25 | $5.2B | $3.2B | ||
| Q2 25 | $5.2B | $3.2B | ||
| Q1 25 | $4.8B | $3.5B | ||
| Q4 24 | $4.9B | $2.3B | ||
| Q3 24 | $4.9B | $4.0B | ||
| Q2 24 | $5.1B | $2.8B |
净利润APTVRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $138.0M | $760.5M | ||
| Q3 25 | $-355.0M | $916.5M | ||
| Q2 25 | $393.0M | $835.4M | ||
| Q1 25 | $-11.0M | $170.0M | ||
| Q4 24 | $268.0M | $-189.7M | ||
| Q3 24 | $363.0M | $1.2B | ||
| Q2 24 | $938.0M | $503.9M |
毛利率APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 18.7% | — | ||
| Q3 25 | 19.5% | — | ||
| Q2 25 | 19.1% | — | ||
| Q1 25 | 19.1% | — | ||
| Q4 24 | 19.6% | — | ||
| Q3 24 | 18.6% | — | ||
| Q2 24 | 19.2% | — |
营业利润率APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 8.2% | 42.5% | ||
| Q3 25 | -3.4% | 46.3% | ||
| Q2 25 | 9.3% | 41.8% | ||
| Q1 25 | 9.3% | -2.0% | ||
| Q4 24 | 9.8% | -3.6% | ||
| Q3 24 | 10.4% | 43.7% | ||
| Q2 24 | 8.7% | 25.0% |
净利率APTVRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 2.7% | 25.6% | ||
| Q3 25 | -6.8% | 28.7% | ||
| Q2 25 | 7.5% | 26.1% | ||
| Q1 25 | -0.2% | 4.9% | ||
| Q4 24 | 5.5% | -8.3% | ||
| Q3 24 | 7.5% | 29.8% | ||
| Q2 24 | 18.6% | 17.8% |
每股收益（稀释后）APTVRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.63 | $16.16 | ||
| Q3 25 | $-1.63 | $19.40 | ||
| Q2 25 | $1.80 | $17.20 | ||
| Q1 25 | $-0.05 | $3.27 | ||
| Q4 24 | $1.22 | $-3.76 | ||
| Q3 24 | $1.48 | $22.62 | ||
| Q2 24 | $3.47 | $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 | $1.9B | $1.6B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $9.2B | $4.3B |
| 总资产 | $23.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.81× | — |
8季度趋势，按日历期对齐
现金及短期投资APTVRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $2.2B | $1.6B |
总债务APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.6B | $2.2B | ||
| Q2 25 | $7.8B | $2.3B | ||
| Q1 25 | $7.6B | $2.8B | ||
| Q4 24 | $7.8B | $1.9B | ||
| Q3 24 | $8.3B | $1.9B | ||
| Q2 24 | $5.5B | $2.0B |
股东权益APTVRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $9.2B | $11.6B | ||
| Q3 25 | $9.3B | $11.5B | ||
| Q2 25 | $9.7B | $10.8B | ||
| Q1 25 | $9.0B | $10.3B | ||
| Q4 24 | $8.8B | $10.6B | ||
| Q3 24 | $8.9B | $11.2B | ||
| Q2 24 | $11.5B | $10.2B |
总资产APTVRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $23.4B | $53.8B | ||
| Q3 25 | $23.5B | $54.5B | ||
| Q2 25 | $23.9B | $54.7B | ||
| Q1 25 | $23.1B | $53.6B | ||
| Q4 24 | $23.5B | $50.7B | ||
| Q3 24 | $24.8B | $52.8B | ||
| Q2 24 | $24.8B | $51.6B |
负债/权益比APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.20× | ||
| Q3 25 | 0.82× | 0.19× | ||
| Q2 25 | 0.80× | 0.21× | ||
| Q1 25 | 0.85× | 0.27× | ||
| Q4 24 | 0.89× | 0.18× | ||
| Q3 24 | 0.93× | 0.17× | ||
| Q2 24 | 0.48× | 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 | $818.0M | — |
| 自由现金流经营现金流 - 资本支出 | $651.0M | — |
| 自由现金流率自由现金流/营收 | 12.6% | — |
| 资本支出强度资本支出/营收 | 3.2% | — |
| 现金转化率经营现金流/净利润 | 5.93× | — |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | $818.0M | $483.0M | ||
| Q3 25 | $584.0M | $1.6B | ||
| Q2 25 | $510.0M | $1.5B | ||
| Q1 25 | $273.0M | $157.8M | ||
| Q4 24 | $1.1B | $778.9M | ||
| Q3 24 | $499.0M | $1.5B | ||
| Q2 24 | $643.0M | $1.2B |
自由现金流APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | $651.0M | — | ||
| Q3 25 | $441.0M | — | ||
| Q2 25 | $361.0M | — | ||
| Q1 25 | $76.0M | — | ||
| Q4 24 | $894.0M | — | ||
| Q3 24 | $326.0M | — | ||
| Q2 24 | $417.0M | — |
自由现金流率APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.6% | — | ||
| Q3 25 | 8.5% | — | ||
| Q2 25 | 6.9% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 2.7% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 4.5% | — |
现金转化率APTVRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.93× | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 1.30× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 3.96× | — | ||
| Q3 24 | 1.37× | 1.26× | ||
| Q2 24 | 0.69× | 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
APTV
| Electrical Distribution Systems | $2.3B | 45% |
| Engineered Components Group | $1.4B | 28% |
| Active Safety | $716.0M | 14% |
| User Experience And Other | $564.0M | 11% |
| Smart Vehicle Compute And Software | $154.0M | 3% |
RNR
暂无分部数据
