vs
ANTERO RESOURCES Corp（AR）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ANTERO RESOURCES Corp的1.6倍（$2.2B vs $1.4B），ANTERO RESOURCES Corp同比增速更快（-30.5% vs -36.8%），过去两年ANTERO RESOURCES Corp的营收复合增速更高（17.6% vs -11.9%）
Antero Resources Corporation是一家美国油气勘探企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开展开采作业，深耕北美本土油气资源开发领域。
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。
AR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.4B
营收增速更快
AR
高出6.3%
-36.8%
两年增速更快
AR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | — | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 20.1% | — |
| 净利率 | — | 23.5% |
| 营收同比 | -30.5% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益（稀释后） | $0.66 | $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ARRNR
| Q1 26 | $1.4B | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $978.7M | $2.8B |
净利润ARRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $202.9M | $760.5M | ||
| Q3 25 | $85.6M | $916.5M | ||
| Q2 25 | $166.6M | $835.4M | ||
| Q1 25 | $219.5M | $170.0M | ||
| Q4 24 | $158.8M | $-189.7M | ||
| Q3 24 | $-25.2M | $1.2B | ||
| Q2 24 | $-74.6M | $503.9M |
营业利润率ARRNR
| Q1 26 | 20.1% | — | ||
| Q4 25 | 20.5% | 42.5% | ||
| Q3 25 | 9.7% | 46.3% | ||
| Q2 25 | 15.8% | 41.8% | ||
| Q1 25 | 20.1% | -2.0% | ||
| Q4 24 | 4.9% | -3.6% | ||
| Q3 24 | -2.4% | 43.7% | ||
| Q2 24 | -8.2% | 25.0% |
净利率ARRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 14.4% | 25.6% | ||
| Q3 25 | 7.1% | 28.7% | ||
| Q2 25 | 12.8% | 26.1% | ||
| Q1 25 | 16.2% | 4.9% | ||
| Q4 24 | 13.6% | -8.3% | ||
| Q3 24 | -2.4% | 29.8% | ||
| Q2 24 | -7.6% | 17.8% |
每股收益（稀释后）ARRNR
| Q1 26 | $0.66 | $6.57 | ||
| Q4 25 | $0.63 | $16.16 | ||
| Q3 25 | $0.24 | $19.40 | ||
| Q2 25 | $0.50 | $17.20 | ||
| Q1 25 | $0.66 | $3.27 | ||
| Q4 24 | $0.48 | $-3.76 | ||
| Q3 24 | $-0.11 | $22.62 | ||
| Q2 24 | $-0.26 | $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 | — | $1.6B |
| 总债务越低越好 | $1.4B | — |
| 股东权益账面价值 | $7.6B | $4.3B |
| 总资产 | $13.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资ARRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务ARRNR
| Q1 26 | $1.4B | — | ||
| 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ARRNR
| Q1 26 | $7.6B | $4.3B | ||
| Q4 25 | $7.6B | $11.6B | ||
| Q3 25 | $7.3B | $11.5B | ||
| Q2 25 | $7.3B | $10.8B | ||
| Q1 25 | $7.2B | $10.3B | ||
| Q4 24 | $7.0B | $10.6B | ||
| Q3 24 | $7.0B | $11.2B | ||
| Q2 24 | $7.0B | $10.2B |
总资产ARRNR
| Q1 26 | $13.2B | $53.7B | ||
| Q4 25 | $13.2B | $53.8B | ||
| Q3 25 | $12.9B | $54.5B | ||
| Q2 25 | $12.8B | $54.7B | ||
| Q1 25 | $13.0B | $53.6B | ||
| Q4 24 | $13.0B | $50.7B | ||
| Q3 24 | $13.2B | $52.8B | ||
| Q2 24 | $13.4B | $51.6B |
负债/权益比ARRNR
| Q1 26 | 0.19× | — | ||
| 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 | $457.7M | — |
| 自由现金流经营现金流 - 资本支出 | $235.6M | — |
| 自由现金流率自由现金流/营收 | 17.4% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ARRNR
| Q1 26 | $457.7M | — | ||
| Q4 25 | $370.7M | $483.0M | ||
| Q3 25 | $310.1M | $1.6B | ||
| Q2 25 | $492.4M | $1.5B | ||
| Q1 25 | $457.7M | $157.8M | ||
| Q4 24 | $278.0M | $778.9M | ||
| Q3 24 | $166.2M | $1.5B | ||
| Q2 24 | $143.5M | $1.2B |
自由现金流ARRNR
| Q1 26 | $235.6M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ARRNR
| Q1 26 | 17.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ARRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.83× | 0.64× | ||
| Q3 25 | 3.62× | 1.73× | ||
| Q2 25 | 2.96× | 1.76× | ||
| Q1 25 | 2.09× | 0.93× | ||
| Q4 24 | 1.75× | — | ||
| 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
AR
| Natural gas sales | $780.0M | 58% |
| Natural gas liquids sales | $561.4M | 42% |
| Oil sales | $50.3M | 4% |
| Other revenue and income | $818.0K | 0% |
RNR
暂无分部数据
