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ARKO Corp.（ARKO）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ARKO Corp.的1.2倍（$2.2B vs $1.8B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 0.1%，领先23.4%），ARKO Corp.同比增速更快（-9.9% vs -36.8%），过去两年ARKO Corp.的营收复合增速更高（-7.0% vs -11.9%）
ARKO Corp.是美国知名的便利店与燃油零售运营商，业务覆盖美国多个州，面向消费者销售生鲜食品、饮品、日用必需品等商品，同时提供燃油零售及面向商业合作伙伴的批发配送服务。
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。
ARKO vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.8B
营收增速更快
ARKO
高出26.8%
-36.8%
净利率更高
RNR
高出23.4%
0.1%
两年增速更快
ARKO
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $1.9M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 1.2% | — |
| 净利率 | 0.1% | 23.5% |
| 营收同比 | -9.9% | -36.8% |
| 净利润同比 | 180.9% | 72.6% |
| 每股收益（稀释后） | $0.01 | $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ARKORNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.3B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润ARKORNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $1.9M | $760.5M | ||
| Q3 25 | $13.5M | $916.5M | ||
| Q2 25 | $20.1M | $835.4M | ||
| Q1 25 | $-12.7M | $170.0M | ||
| Q4 24 | $-2.3M | $-189.7M | ||
| Q3 24 | $9.7M | $1.2B | ||
| Q2 24 | $14.1M | $503.9M |
营业利润率ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 42.5% | ||
| Q3 25 | 1.8% | 46.3% | ||
| Q2 25 | 2.8% | 41.8% | ||
| Q1 25 | -0.6% | -2.0% | ||
| Q4 24 | 0.7% | -3.6% | ||
| Q3 24 | 1.8% | 43.7% | ||
| Q2 24 | 1.8% | 25.0% |
净利率ARKORNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.1% | 25.6% | ||
| Q3 25 | 0.7% | 28.7% | ||
| Q2 25 | 1.0% | 26.1% | ||
| Q1 25 | -0.7% | 4.9% | ||
| Q4 24 | -0.1% | -8.3% | ||
| Q3 24 | 0.4% | 29.8% | ||
| Q2 24 | 0.6% | 17.8% |
每股收益（稀释后）ARKORNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.01 | $16.16 | ||
| Q3 25 | $0.10 | $19.40 | ||
| Q2 25 | $0.16 | $17.20 | ||
| Q1 25 | $-0.12 | $3.27 | ||
| Q4 24 | $-0.03 | $-3.76 | ||
| Q3 24 | $0.07 | $22.62 | ||
| Q2 24 | $0.11 | $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 | $311.5M | $1.6B |
| 总债务越低越好 | $912.1M | — |
| 股东权益账面价值 | $267.2M | $4.3B |
| 总资产 | $3.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 3.41× | — |
8季度趋势，按日历期对齐
现金及短期投资ARKORNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $311.5M | $1.7B | ||
| Q3 25 | $313.2M | $1.7B | ||
| Q2 25 | $299.7M | $1.4B | ||
| Q1 25 | $271.1M | $1.6B | ||
| Q4 24 | $267.1M | $1.7B | ||
| Q3 24 | $296.8M | $1.6B | ||
| Q2 24 | $236.5M | $1.6B |
总债务ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | $912.1M | $2.3B | ||
| Q3 25 | $911.6M | $2.2B | ||
| Q2 25 | $916.4M | $2.3B | ||
| Q1 25 | $880.1M | $2.8B | ||
| Q4 24 | $881.0M | $1.9B | ||
| Q3 24 | $884.7M | $1.9B | ||
| Q2 24 | $889.9M | $2.0B |
股东权益ARKORNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $267.2M | $11.6B | ||
| Q3 25 | $273.1M | $11.5B | ||
| Q2 25 | $264.8M | $10.8B | ||
| Q1 25 | $255.2M | $10.3B | ||
| Q4 24 | $276.9M | $10.6B | ||
| Q3 24 | $280.0M | $11.2B | ||
| Q2 24 | $273.1M | $10.2B |
总资产ARKORNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.5B | $53.8B | ||
| Q3 25 | $3.6B | $54.5B | ||
| Q2 25 | $3.6B | $54.7B | ||
| Q1 25 | $3.6B | $53.6B | ||
| Q4 24 | $3.6B | $50.7B | ||
| Q3 24 | $3.7B | $52.8B | ||
| Q2 24 | $3.7B | $51.6B |
负债/权益比ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | 3.41× | 0.20× | ||
| Q3 25 | 3.34× | 0.19× | ||
| Q2 25 | 3.46× | 0.21× | ||
| Q1 25 | 3.45× | 0.27× | ||
| Q4 24 | 3.18× | 0.18× | ||
| Q3 24 | 3.16× | 0.17× | ||
| Q2 24 | 3.26× | 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 | $44.6M | — |
| 自由现金流经营现金流 - 资本支出 | $14.9M | — |
| 自由现金流率自由现金流/营收 | 0.8% | — |
| 资本支出强度资本支出/营收 | 1.7% | — |
| 现金转化率经营现金流/净利润 | 23.98× | — |
| 过去12个月自由现金流最近4个季度 | $65.3M | — |
8季度趋势，按日历期对齐
经营现金流ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $483.0M | ||
| Q3 25 | $49.4M | $1.6B | ||
| Q2 25 | $55.2M | $1.5B | ||
| Q1 25 | $43.4M | $157.8M | ||
| Q4 24 | $22.7M | $778.9M | ||
| Q3 24 | $109.2M | $1.5B | ||
| Q2 24 | $77.2M | $1.2B |
自由现金流ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | $14.9M | — | ||
| Q3 25 | $24.5M | — | ||
| Q2 25 | $9.8M | — | ||
| Q1 25 | $16.0M | — | ||
| Q4 24 | $-13.4M | — | ||
| Q3 24 | $79.9M | — | ||
| Q2 24 | $57.9M | — |
自由现金流率ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.4% | — |
资本支出强度ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | 1.7% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.8% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 0.8% | — |
现金转化率ARKORNR
| Q1 26 | — | — | ||
| Q4 25 | 23.98× | 0.64× | ||
| Q3 25 | 3.67× | 1.73× | ||
| Q2 25 | 2.75× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 11.28× | 1.26× | ||
| Q2 24 | 5.49× | 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
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
RNR
暂无分部数据
