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艾仕得（AXTA）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
艾仕得的季度营收约是RENAISSANCERE HOLDINGS LTD的2.3倍（$5.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.8%，领先21.7%），艾仕得同比增速更快（-0.6% vs -36.8%），过去两年艾仕得的营收复合增速更高（94.5% vs -11.9%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs RNR — 直观对比
营收规模更大
AXTA
是对方的2.3倍
$2.2B
营收增速更快
AXTA
高出36.1%
-36.8%
净利率更高
RNR
高出21.7%
1.8%
两年增速更快
AXTA
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $5.1B | $2.2B |
| 净利润 | $91.0M | $515.8M |
| 毛利率 | 83.6% | — |
| 营业利润率 | 2.9% | — |
| 净利率 | 1.8% | 23.5% |
| 营收同比 | -0.6% | -36.8% |
| 净利润同比 | -9.1% | 72.6% |
| 每股收益（稀释后） | $0.42 | $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AXTARNR
| Q1 26 | $5.1B | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
净利润AXTARNR
| Q1 26 | $91.0M | $515.8M | ||
| Q4 25 | $60.0M | $760.5M | ||
| Q3 25 | $110.0M | $916.5M | ||
| Q2 25 | $109.0M | $835.4M | ||
| Q1 25 | $99.0M | $170.0M | ||
| Q4 24 | $137.0M | $-189.7M | ||
| Q3 24 | $101.0M | $1.2B | ||
| Q2 24 | $112.0M | $503.9M |
毛利率AXTARNR
| Q1 26 | 83.6% | — | ||
| Q4 25 | 33.4% | — | ||
| Q3 25 | 34.9% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 34.3% | — | ||
| Q4 24 | 34.1% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 34.0% | — |
营业利润率AXTARNR
| Q1 26 | 2.9% | — | ||
| Q4 25 | 12.8% | 42.5% | ||
| Q3 25 | 15.8% | 46.3% | ||
| Q2 25 | 14.8% | 41.8% | ||
| Q1 25 | 13.9% | -2.0% | ||
| Q4 24 | 14.3% | -3.6% | ||
| Q3 24 | 14.6% | 43.7% | ||
| Q2 24 | 15.2% | 25.0% |
净利率AXTARNR
| Q1 26 | 1.8% | 23.5% | ||
| Q4 25 | 4.8% | 25.6% | ||
| Q3 25 | 8.5% | 28.7% | ||
| Q2 25 | 8.4% | 26.1% | ||
| Q1 25 | 7.8% | 4.9% | ||
| Q4 24 | 10.5% | -8.3% | ||
| Q3 24 | 7.7% | 29.8% | ||
| Q2 24 | 8.3% | 17.8% |
每股收益（稀释后）AXTARNR
| Q1 26 | $0.42 | $6.57 | ||
| Q4 25 | $0.28 | $16.16 | ||
| Q3 25 | $0.51 | $19.40 | ||
| Q2 25 | $0.50 | $17.20 | ||
| Q1 25 | $0.45 | $3.27 | ||
| Q4 24 | $0.63 | $-3.76 | ||
| Q3 24 | $0.46 | $22.62 | ||
| Q2 24 | $0.51 | $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 | $608.0M | $1.6B |
| 总债务越低越好 | $3.1B | — |
| 股东权益账面价值 | $2.5B | $4.3B |
| 总资产 | $7.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.27× | — |
8季度趋势，按日历期对齐
现金及短期投资AXTARNR
| Q1 26 | $608.0M | $1.6B | ||
| Q4 25 | $657.0M | $1.7B | ||
| Q3 25 | $606.0M | $1.7B | ||
| Q2 25 | $625.0M | $1.4B | ||
| Q1 25 | $575.0M | $1.6B | ||
| Q4 24 | $593.0M | $1.7B | ||
| Q3 24 | $567.0M | $1.6B | ||
| Q2 24 | $840.0M | $1.6B |
总债务AXTARNR
| Q1 26 | $3.1B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.4B | $2.3B | ||
| Q1 25 | $3.4B | $2.8B | ||
| Q4 24 | $3.4B | $1.9B | ||
| Q3 24 | $3.5B | $1.9B | ||
| Q2 24 | $3.6B | $2.0B |
股东权益AXTARNR
| Q1 26 | $2.5B | $4.3B | ||
| Q4 25 | $2.3B | $11.6B | ||
| Q3 25 | $2.3B | $11.5B | ||
| Q2 25 | $2.3B | $10.8B | ||
| Q1 25 | $2.1B | $10.3B | ||
| Q4 24 | $1.9B | $10.6B | ||
| Q3 24 | $1.9B | $11.2B | ||
| Q2 24 | $1.8B | $10.2B |
总资产AXTARNR
| Q1 26 | $7.6B | $53.7B | ||
| Q4 25 | $7.6B | $53.8B | ||
| Q3 25 | $7.8B | $54.5B | ||
| Q2 25 | $7.8B | $54.7B | ||
| Q1 25 | $7.4B | $53.6B | ||
| Q4 24 | $7.2B | $50.7B | ||
| Q3 24 | $7.5B | $52.8B | ||
| Q2 24 | $7.3B | $51.6B |
负债/权益比AXTARNR
| Q1 26 | 1.27× | — | ||
| Q4 25 | 1.36× | 0.20× | ||
| Q3 25 | 1.48× | 0.19× | ||
| Q2 25 | 1.50× | 0.21× | ||
| Q1 25 | 1.64× | 0.27× | ||
| Q4 24 | 1.78× | 0.18× | ||
| Q3 24 | 1.84× | 0.17× | ||
| Q2 24 | 2.02× | 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 | $21.0M | — |
| 自由现金流率自由现金流/营收 | 0.4% | — |
| 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 | $491.0M | — |
8季度趋势，按日历期对齐
经营现金流AXTARNR
| Q1 26 | — | — | ||
| Q4 25 | $344.0M | $483.0M | ||
| Q3 25 | $137.0M | $1.6B | ||
| Q2 25 | $142.0M | $1.5B | ||
| Q1 25 | $26.0M | $157.8M | ||
| Q4 24 | $234.0M | $778.9M | ||
| Q3 24 | $194.0M | $1.5B | ||
| Q2 24 | $114.0M | $1.2B |
自由现金流AXTARNR
| Q1 26 | $21.0M | — | ||
| Q4 25 | $286.0M | — | ||
| Q3 25 | $87.0M | — | ||
| Q2 25 | $97.0M | — | ||
| Q1 25 | $-17.0M | — | ||
| Q4 24 | $172.0M | — | ||
| Q3 24 | $161.0M | — | ||
| Q2 24 | $91.0M | — |
自由现金流率AXTARNR
| Q1 26 | 0.4% | — | ||
| Q4 25 | 22.7% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 7.4% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 12.2% | — | ||
| Q2 24 | 6.7% | — |
资本支出强度AXTARNR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 4.7% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率AXTARNR
| Q1 26 | — | — | ||
| Q4 25 | 5.73× | 0.64× | ||
| Q3 25 | 1.25× | 1.73× | ||
| Q2 25 | 1.30× | 1.76× | ||
| Q1 25 | 0.26× | 0.93× | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 1.92× | 1.26× | ||
| Q2 24 | 1.02× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
