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Academy Sports & Outdoors, Inc.（ASO）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Academy Sports & Outdoors, Inc.的1.6倍（$2.2B vs $1.4B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.2%，领先18.3%），Academy Sports & Outdoors, Inc.同比增速更快（3.0% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -12.2%）
Academy Sports & Outdoors是美国知名的运动户外用品连锁零售商，总部位于得克萨斯州哈里斯县，临近休斯顿。品牌曾由戈奇曼家族私有运营74年，2011年被私募机构KKR收购，2020年10月于纳斯达克挂牌上市，旗下门店主营各类运动装备、户外休闲用品等品类。
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。
ASO 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
ASO
高出39.8%
-36.8%
净利率更高
RNR
高出18.3%
5.2%
两年增速更快
RNR
近两年复合增速
-12.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $71.6M | $515.8M |
| 毛利率 | 35.7% | — |
| 营业利润率 | 7.3% | — |
| 净利率 | 5.2% | 23.5% |
| 营收同比 | 3.0% | -36.8% |
| 净利润同比 | 8.8% | 72.6% |
| 每股收益（稀释后） | $1.05 | $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ASORNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.7B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
净利润ASORNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $71.6M | $760.5M | ||
| Q3 25 | $125.4M | $916.5M | ||
| Q2 25 | $46.1M | $835.4M | ||
| Q1 25 | $133.6M | $170.0M | ||
| Q4 24 | $65.8M | $-189.7M | ||
| Q3 24 | $142.6M | $1.2B | ||
| Q2 24 | $76.5M | $503.9M |
毛利率ASORNR
| Q1 26 | — | — | ||
| Q4 25 | 35.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 34.0% | — | ||
| Q1 25 | 32.2% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.1% | — | ||
| Q2 24 | 33.4% | — |
营业利润率ASORNR
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 42.5% | ||
| Q3 25 | 10.8% | 46.3% | ||
| Q2 25 | 5.1% | 41.8% | ||
| Q1 25 | 9.2% | -2.0% | ||
| Q4 24 | 6.8% | -3.6% | ||
| Q3 24 | 12.3% | 43.7% | ||
| Q2 24 | 7.5% | 25.0% |
净利率ASORNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.2% | 25.6% | ||
| Q3 25 | 7.8% | 28.7% | ||
| Q2 25 | 3.4% | 26.1% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | 4.9% | -8.3% | ||
| Q3 24 | 9.2% | 29.8% | ||
| Q2 24 | 5.6% | 17.8% |
每股收益（稀释后）ASORNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.05 | $16.16 | ||
| Q3 25 | $1.85 | $19.40 | ||
| Q2 25 | $0.68 | $17.20 | ||
| Q1 25 | $1.85 | $3.27 | ||
| Q4 24 | $0.92 | $-3.76 | ||
| Q3 24 | $1.95 | $22.62 | ||
| Q2 24 | $1.01 | $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 | $289.5M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $4.3B |
| 总资产 | $5.4B | $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ASORNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $289.5M | $1.7B | ||
| Q3 25 | $300.9M | $1.7B | ||
| Q2 25 | $285.1M | $1.4B | ||
| Q1 25 | $288.9M | $1.6B | ||
| Q4 24 | $296.0M | $1.7B | ||
| Q3 24 | $324.6M | $1.6B | ||
| Q2 24 | $378.1M | $1.6B |
总债务ASORNR
| 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ASORNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $1.9B | $10.8B | ||
| Q1 25 | $2.0B | $10.3B | ||
| Q4 24 | $2.0B | $10.6B | ||
| Q3 24 | $2.0B | $11.2B | ||
| Q2 24 | $1.9B | $10.2B |
总资产ASORNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.4B | $53.8B | ||
| Q3 25 | $5.3B | $54.5B | ||
| Q2 25 | $5.2B | $54.7B | ||
| Q1 25 | $4.9B | $53.6B | ||
| Q4 24 | $5.1B | $50.7B | ||
| Q3 24 | $4.9B | $52.8B | ||
| Q2 24 | $4.9B | $51.6B |
负债/权益比ASORNR
| 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 | $49.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-13.6M | — |
| 自由现金流率自由现金流/营收 | -1.0% | — |
| 资本支出强度资本支出/营收 | 4.5% | — |
| 现金转化率经营现金流/净利润 | 0.68× | — |
| 过去12个月自由现金流最近4个季度 | $191.4M | — |
8季度趋势，按日历期对齐
经营现金流ASORNR
| Q1 26 | — | — | ||
| Q4 25 | $49.0M | $483.0M | ||
| Q3 25 | $78.6M | $1.6B | ||
| Q2 25 | $157.5M | $1.5B | ||
| Q1 25 | $140.2M | $157.8M | ||
| Q4 24 | $96.9M | $778.9M | ||
| Q3 24 | $91.3M | $1.5B | ||
| Q2 24 | $199.7M | $1.2B |
自由现金流ASORNR
| Q1 26 | — | — | ||
| Q4 25 | $-13.6M | — | ||
| Q3 25 | $21.8M | — | ||
| Q2 25 | $106.6M | — | ||
| Q1 25 | $76.4M | — | ||
| Q4 24 | $34.4M | — | ||
| Q3 24 | $50.1M | — | ||
| Q2 24 | $167.4M | — |
自由现金流率ASORNR
| Q1 26 | — | — | ||
| Q4 25 | -1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 12.3% | — |
资本支出强度ASORNR
| Q1 26 | — | — | ||
| Q4 25 | 4.5% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.4% | — |
现金转化率ASORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 0.64× | ||
| Q3 25 | 0.63× | 1.73× | ||
| Q2 25 | 3.42× | 1.76× | ||
| Q1 25 | 1.05× | 0.93× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 0.64× | 1.26× | ||
| Q2 24 | 2.61× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
RNR
暂无分部数据
