vs
Atmos Energy（ATO）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Atmos Energy的1.6倍（$2.2B vs $1.3B），Atmos Energy净利率更高（30.0% vs 23.5%，领先6.5%），Atmos Energy同比增速更快（14.2% vs -36.8%），过去两年Atmos Energy的营收复合增速更高（-9.7% vs -11.9%）
Atmos Energy总部位于美国得克萨斯州达拉斯，是美国规模最大的纯天然气分销商之一，业务覆盖美国9个州的1400多个社区，为东起蓝岭山脉、西至落基山脉区域内的约300万天然气用户提供服务。
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。
ATO vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.3B
营收增速更快
ATO
高出50.9%
-36.8%
净利率更高
ATO
高出6.5%
23.5%
两年增速更快
ATO
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $403.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 38.3% | — |
| 净利率 | 30.0% | 23.5% |
| 营收同比 | 14.2% | -36.8% |
| 净利润同比 | 14.5% | 72.6% |
| 每股收益（稀释后） | $2.44 | $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ATORNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $737.5M | $3.2B | ||
| Q2 25 | $838.8M | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $657.9M | $4.0B | ||
| Q2 24 | $701.5M | $2.8B |
净利润ATORNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $403.0M | $760.5M | ||
| Q3 25 | $174.9M | $916.5M | ||
| Q2 25 | $186.4M | $835.4M | ||
| Q1 25 | $485.6M | $170.0M | ||
| Q4 24 | $351.9M | $-189.7M | ||
| Q3 24 | $134.0M | $1.2B | ||
| Q2 24 | $165.6M | $503.9M |
毛利率ATORNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 60.0% | — | ||
| Q4 24 | 80.1% | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率ATORNR
| Q1 26 | — | — | ||
| Q4 25 | 38.3% | 42.5% | ||
| Q3 25 | 29.8% | 46.3% | ||
| Q2 25 | 30.1% | 41.8% | ||
| Q1 25 | 32.2% | -2.0% | ||
| Q4 24 | 39.1% | -3.6% | ||
| Q3 24 | 28.1% | 43.7% | ||
| Q2 24 | 31.4% | 25.0% |
净利率ATORNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 30.0% | 25.6% | ||
| Q3 25 | 23.7% | 28.7% | ||
| Q2 25 | 22.2% | 26.1% | ||
| Q1 25 | 24.9% | 4.9% | ||
| Q4 24 | 29.9% | -8.3% | ||
| Q3 24 | 20.4% | 29.8% | ||
| Q2 24 | 23.6% | 17.8% |
每股收益（稀释后）ATORNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.44 | $16.16 | ||
| Q3 25 | $1.04 | $19.40 | ||
| Q2 25 | $1.16 | $17.20 | ||
| Q1 25 | $3.03 | $3.27 | ||
| Q4 24 | $2.23 | $-3.76 | ||
| Q3 24 | $0.82 | $22.62 | ||
| Q2 24 | $1.08 | $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 | $367.0M | $1.6B |
| 总债务越低越好 | $9.6B | — |
| 股东权益账面价值 | $14.3B | $4.3B |
| 总资产 | $29.8B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.67× | — |
8季度趋势，按日历期对齐
现金及短期投资ATORNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $367.0M | $1.7B | ||
| Q3 25 | $202.7M | $1.7B | ||
| Q2 25 | $709.4M | $1.4B | ||
| Q1 25 | $543.5M | $1.6B | ||
| Q4 24 | $584.5M | $1.7B | ||
| Q3 24 | $307.3M | $1.6B | ||
| Q2 24 | $674.6M | $1.6B |
总债务ATORNR
| Q1 26 | — | — | ||
| Q4 25 | $9.6B | $2.3B | ||
| Q3 25 | $8.9B | $2.2B | ||
| Q2 25 | $8.9B | $2.3B | ||
| Q1 25 | $8.4B | $2.8B | ||
| Q4 24 | $8.4B | $1.9B | ||
| Q3 24 | $7.8B | $1.9B | ||
| Q2 24 | $7.8B | $2.0B |
股东权益ATORNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $14.3B | $11.6B | ||
| Q3 25 | $13.6B | $11.5B | ||
| Q2 25 | $13.4B | $10.8B | ||
| Q1 25 | $13.1B | $10.3B | ||
| Q4 24 | $12.8B | $10.6B | ||
| Q3 24 | $12.2B | $11.2B | ||
| Q2 24 | $12.2B | $10.2B |
总资产ATORNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $29.8B | $53.8B | ||
| Q3 25 | $28.2B | $54.5B | ||
| Q2 25 | $27.7B | $54.7B | ||
| Q1 25 | $27.0B | $53.6B | ||
| Q4 24 | $26.5B | $50.7B | ||
| Q3 24 | $25.2B | $52.8B | ||
| Q2 24 | $24.9B | $51.6B |
负债/权益比ATORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.67× | 0.20× | ||
| Q3 25 | 0.66× | 0.19× | ||
| Q2 25 | 0.67× | 0.21× | ||
| Q1 25 | 0.64× | 0.27× | ||
| Q4 24 | 0.66× | 0.18× | ||
| Q3 24 | 0.64× | 0.17× | ||
| Q2 24 | 0.64× | 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 | $308.1M | — |
| 自由现金流经营现金流 - 资本支出 | $-725.3M | — |
| 自由现金流率自由现金流/营收 | -54.0% | — |
| 资本支出强度资本支出/营收 | 77.0% | — |
| 现金转化率经营现金流/净利润 | 0.76× | — |
| 过去12个月自由现金流最近4个季度 | $-1.6B | — |
8季度趋势，按日历期对齐
经营现金流ATORNR
| Q1 26 | — | — | ||
| Q4 25 | $308.1M | $483.0M | ||
| Q3 25 | $348.1M | $1.6B | ||
| Q2 25 | $496.4M | $1.5B | ||
| Q1 25 | $922.9M | $157.8M | ||
| Q4 24 | $282.0M | $778.9M | ||
| Q3 24 | $330.7M | $1.5B | ||
| Q2 24 | $411.2M | $1.2B |
自由现金流ATORNR
| Q1 26 | — | — | ||
| Q4 25 | $-725.3M | — | ||
| Q3 25 | $-615.5M | — | ||
| Q2 25 | $-370.6M | — | ||
| Q1 25 | $83.3M | — | ||
| Q4 24 | $-609.2M | — | ||
| Q3 24 | $-477.3M | — | ||
| Q2 24 | $-302.4M | — |
自由现金流率ATORNR
| Q1 26 | — | — | ||
| Q4 25 | -54.0% | — | ||
| Q3 25 | -83.5% | — | ||
| Q2 25 | -44.2% | — | ||
| Q1 25 | 4.3% | — | ||
| Q4 24 | -51.8% | — | ||
| Q3 24 | -72.5% | — | ||
| Q2 24 | -43.1% | — |
资本支出强度ATORNR
| Q1 26 | — | — | ||
| Q4 25 | 77.0% | — | ||
| Q3 25 | 130.7% | — | ||
| Q2 25 | 103.4% | — | ||
| Q1 25 | 43.0% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 122.8% | — | ||
| Q2 24 | 101.7% | — |
现金转化率ATORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.76× | 0.64× | ||
| Q3 25 | 1.99× | 1.73× | ||
| Q2 25 | 2.66× | 1.76× | ||
| Q1 25 | 1.90× | 0.93× | ||
| Q4 24 | 0.80× | — | ||
| Q3 24 | 2.47× | 1.26× | ||
| Q2 24 | 2.48× | 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
ATO
| Distribution Segment | $1.3B | 94% |
| Transportation Revenue | $41.5M | 3% |
| Other | $39.4M | 3% |
| Miscellaneous Revenue | $2.8M | 0% |
RNR
暂无分部数据
