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ACUITY INC. (DE)（AYI）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ACUITY INC. (DE)的1.9倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 10.5%，领先13.0%），ACUITY INC. (DE)同比增速更快（20.2% vs -36.8%），过去两年ACUITY INC. (DE)的营收复合增速更高（12.4% vs -11.9%）
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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。
AYI vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.1B
营收增速更快
AYI
高出56.9%
-36.8%
净利率更高
RNR
高出13.0%
10.5%
两年增速更快
AYI
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $120.5M | $515.8M |
| 毛利率 | 48.4% | — |
| 营业利润率 | 14.0% | — |
| 净利率 | 10.5% | 23.5% |
| 营收同比 | 20.2% | -36.8% |
| 净利润同比 | 12.9% | 72.6% |
| 每股收益（稀释后） | $3.82 | $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AYIRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $951.6M | $2.3B | ||
| Q3 24 | $1.0B | $4.0B | ||
| Q2 24 | $968.1M | $2.8B |
净利润AYIRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $120.5M | $760.5M | ||
| Q3 25 | $114.0M | $916.5M | ||
| Q2 25 | $98.4M | $835.4M | ||
| Q1 25 | $77.5M | $170.0M | ||
| Q4 24 | $106.7M | $-189.7M | ||
| Q3 24 | $118.9M | $1.2B | ||
| Q2 24 | $113.9M | $503.9M |
毛利率AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — |
营业利润率AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 42.5% | ||
| Q3 25 | 14.9% | 46.3% | ||
| Q2 25 | 11.9% | 41.8% | ||
| Q1 25 | 11.0% | -2.0% | ||
| Q4 24 | 14.0% | -3.6% | ||
| Q3 24 | 15.2% | 43.7% | ||
| Q2 24 | 15.0% | 25.0% |
净利率AYIRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 10.5% | 25.6% | ||
| Q3 25 | 9.4% | 28.7% | ||
| Q2 25 | 8.3% | 26.1% | ||
| Q1 25 | 7.7% | 4.9% | ||
| Q4 24 | 11.2% | -8.3% | ||
| Q3 24 | 11.5% | 29.8% | ||
| Q2 24 | 11.8% | 17.8% |
每股收益（稀释后）AYIRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.82 | $16.16 | ||
| Q3 25 | $3.61 | $19.40 | ||
| Q2 25 | $3.12 | $17.20 | ||
| Q1 25 | $2.45 | $3.27 | ||
| Q4 24 | $3.35 | $-3.76 | ||
| Q3 24 | $3.77 | $22.62 | ||
| Q2 24 | $3.62 | $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 | $376.1M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $4.3B |
| 总资产 | $4.7B | $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AYIRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $376.1M | $1.7B | ||
| Q3 25 | $422.5M | $1.7B | ||
| Q2 25 | $371.8M | $1.4B | ||
| Q1 25 | $397.9M | $1.6B | ||
| Q4 24 | $935.6M | $1.7B | ||
| Q3 24 | $845.8M | $1.6B | ||
| Q2 24 | $699.0M | $1.6B |
总债务AYIRNR
| 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AYIRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.8B | $11.6B | ||
| Q3 25 | $2.7B | $11.5B | ||
| Q2 25 | $2.6B | $10.8B | ||
| Q1 25 | $2.5B | $10.3B | ||
| Q4 24 | $2.5B | $10.6B | ||
| Q3 24 | $2.4B | $11.2B | ||
| Q2 24 | $2.3B | $10.2B |
总资产AYIRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.7B | $53.8B | ||
| Q3 25 | $4.8B | $54.5B | ||
| Q2 25 | $4.6B | $54.7B | ||
| Q1 25 | $4.6B | $53.6B | ||
| Q4 24 | $3.9B | $50.7B | ||
| Q3 24 | $3.8B | $52.8B | ||
| Q2 24 | $3.6B | $51.6B |
负债/权益比AYIRNR
| 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 | $140.8M | — |
| 自由现金流经营现金流 - 资本支出 | $114.8M | — |
| 自由现金流率自由现金流/营收 | 10.0% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | 1.17× | — |
| 过去12个月自由现金流最近4个季度 | $534.5M | — |
8季度趋势，按日历期对齐
经营现金流AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | $140.8M | $483.0M | ||
| Q3 25 | $202.5M | $1.6B | ||
| Q2 25 | $207.3M | $1.5B | ||
| Q1 25 | $59.4M | $157.8M | ||
| Q4 24 | $132.2M | $778.9M | ||
| Q3 24 | $174.1M | $1.5B | ||
| Q2 24 | $152.5M | $1.2B |
自由现金流AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — |
自由现金流率AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — |
资本支出强度AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — |
现金转化率AYIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.17× | 0.64× | ||
| Q3 25 | 1.78× | 1.73× | ||
| Q2 25 | 2.11× | 1.76× | ||
| Q1 25 | 0.77× | 0.93× | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | 1.26× | ||
| Q2 24 | 1.34× | 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
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
RNR
暂无分部数据
