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艾利丹尼森（AVY）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
艾利丹尼森的季度营收约是RENAISSANCERE HOLDINGS LTD的1.0倍（$2.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.3%，领先16.2%），艾利丹尼森同比增速更快（7.0% vs -36.8%），过去两年艾利丹尼森的营收复合增速更高（1.4% vs -11.9%）
艾利丹尼森是总部位于美国俄亥俄州门托市的财富500强跨国企业，专业从事压敏胶材料、服装品牌标签吊牌、RFID嵌体及特种医疗产品的生产与分销，业务覆盖全球多个主要市场。
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。
AVY vs RNR — 直观对比
营收规模更大
AVY
是对方的1.0倍
$2.2B
营收增速更快
AVY
高出43.8%
-36.8%
净利率更高
RNR
高出16.2%
7.3%
两年增速更快
AVY
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.2B |
| 净利润 | $168.1M | $515.8M |
| 毛利率 | 28.9% | — |
| 营业利润率 | 10.7% | — |
| 净利率 | 7.3% | 23.5% |
| 营收同比 | 7.0% | -36.8% |
| 净利润同比 | 1.1% | 72.6% |
| 每股收益（稀释后） | — | $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AVYRNR
| Q1 26 | $2.3B | $2.2B | ||
| Q4 25 | $2.3B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.2B | $2.3B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润AVYRNR
| Q1 26 | $168.1M | $515.8M | ||
| Q4 25 | $166.4M | $760.5M | ||
| Q3 25 | $166.3M | $916.5M | ||
| Q2 25 | $189.0M | $835.4M | ||
| Q1 25 | $166.3M | $170.0M | ||
| Q4 24 | $174.0M | $-189.7M | ||
| Q3 24 | $181.7M | $1.2B | ||
| Q2 24 | $176.8M | $503.9M |
毛利率AVYRNR
| Q1 26 | 28.9% | — | ||
| Q4 25 | 28.7% | — | ||
| Q3 25 | 28.7% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 29.6% | — |
营业利润率AVYRNR
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.1% | 42.5% | ||
| Q3 25 | 10.6% | 46.3% | ||
| Q2 25 | 11.5% | 41.8% | ||
| Q1 25 | 10.6% | -2.0% | ||
| Q4 24 | 11.0% | -3.6% | ||
| Q3 24 | 11.0% | 43.7% | ||
| Q2 24 | 10.7% | 25.0% |
净利率AVYRNR
| Q1 26 | 7.3% | 23.5% | ||
| Q4 25 | 7.3% | 25.6% | ||
| Q3 25 | 7.5% | 28.7% | ||
| Q2 25 | 8.5% | 26.1% | ||
| Q1 25 | 7.7% | 4.9% | ||
| Q4 24 | 8.0% | -8.3% | ||
| Q3 24 | 8.3% | 29.8% | ||
| Q2 24 | 7.9% | 17.8% |
每股收益（稀释后）AVYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.16 | $16.16 | ||
| Q3 25 | $2.13 | $19.40 | ||
| Q2 25 | $2.41 | $17.20 | ||
| Q1 25 | $2.09 | $3.27 | ||
| Q4 24 | $2.17 | $-3.76 | ||
| Q3 24 | $2.25 | $22.62 | ||
| Q2 24 | $2.18 | $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 | $255.1M | $1.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.3B | $4.3B |
| 总资产 | $9.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.38× | — |
8季度趋势，按日历期对齐
现金及短期投资AVYRNR
| Q1 26 | $255.1M | $1.6B | ||
| Q4 25 | $202.8M | $1.7B | ||
| Q3 25 | $536.3M | $1.7B | ||
| Q2 25 | $215.9M | $1.4B | ||
| Q1 25 | $195.9M | $1.6B | ||
| Q4 24 | $329.1M | $1.7B | ||
| Q3 24 | $212.7M | $1.6B | ||
| Q2 24 | $208.8M | $1.6B |
总债务AVYRNR
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $2.6B | $2.3B | ||
| Q1 25 | $2.6B | $2.8B | ||
| Q4 24 | $2.6B | $1.9B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.0B | $2.0B |
股东权益AVYRNR
| Q1 26 | $2.3B | $4.3B | ||
| Q4 25 | $2.2B | $11.6B | ||
| Q3 25 | $2.2B | $11.5B | ||
| Q2 25 | $2.2B | $10.8B | ||
| Q1 25 | $2.2B | $10.3B | ||
| Q4 24 | $2.3B | $10.6B | ||
| Q3 24 | $2.4B | $11.2B | ||
| Q2 24 | $2.3B | $10.2B |
总资产AVYRNR
| Q1 26 | $9.0B | $53.7B | ||
| Q4 25 | $8.8B | $53.8B | ||
| Q3 25 | $8.9B | $54.5B | ||
| Q2 25 | $8.6B | $54.7B | ||
| Q1 25 | $8.4B | $53.6B | ||
| Q4 24 | $8.4B | $50.7B | ||
| Q3 24 | $8.5B | $52.8B | ||
| Q2 24 | $8.3B | $51.6B |
负债/权益比AVYRNR
| Q1 26 | 1.38× | — | ||
| Q4 25 | 1.43× | 0.20× | ||
| Q3 25 | 1.45× | 0.19× | ||
| Q2 25 | 1.19× | 0.21× | ||
| Q1 25 | 1.19× | 0.27× | ||
| Q4 24 | 1.11× | 0.18× | ||
| Q3 24 | 0.85× | 0.17× | ||
| Q2 24 | 0.89× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $104.4M | — |
| 自由现金流率自由现金流/营收 | 4.5% | — |
| 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 | $869.1M | — |
8季度趋势，按日历期对齐
经营现金流AVYRNR
| Q1 26 | — | — | ||
| Q4 25 | $376.8M | $483.0M | ||
| Q3 25 | $312.1M | $1.6B | ||
| Q2 25 | $208.8M | $1.5B | ||
| Q1 25 | $-16.3M | $157.8M | ||
| Q4 24 | $351.2M | $778.9M | ||
| Q3 24 | $270.1M | $1.5B | ||
| Q2 24 | $197.7M | $1.2B |
自由现金流AVYRNR
| Q1 26 | $104.4M | — | ||
| Q4 25 | $309.7M | — | ||
| Q3 25 | $276.2M | — | ||
| Q2 25 | $178.8M | — | ||
| Q1 25 | $-52.3M | — | ||
| Q4 24 | $281.7M | — | ||
| Q3 24 | $227.1M | — | ||
| Q2 24 | $150.2M | — |
自由现金流率AVYRNR
| Q1 26 | 4.5% | — | ||
| Q4 25 | 13.6% | — | ||
| Q3 25 | 12.5% | — | ||
| Q2 25 | 8.1% | — | ||
| Q1 25 | -2.4% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 10.4% | — | ||
| Q2 24 | 6.7% | — |
资本支出强度AVYRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 3.2% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 2.1% | — |
现金转化率AVYRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 0.64× | ||
| Q3 25 | 1.88× | 1.73× | ||
| Q2 25 | 1.10× | 1.76× | ||
| Q1 25 | -0.10× | 0.93× | ||
| Q4 24 | 2.02× | — | ||
| Q3 24 | 1.49× | 1.26× | ||
| Q2 24 | 1.12× | 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
AVY
| Materials Group | $1.6B | 72% |
| Solutions Group | $649.2M | 28% |
RNR
暂无分部数据
