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博思艾伦汉密尔顿（BAH）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
博思艾伦汉密尔顿的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.6B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.6%，领先15.9%），博思艾伦汉密尔顿同比增速更快（-10.2% vs -36.8%），过去两年博思艾伦汉密尔顿的营收复合增速更高（-2.8% vs -11.9%）
博思艾伦汉密尔顿控股集团是美国知名专业服务企业，深耕数字化转型与人工智能领域，为公共部门、私营机构及非营利组织提供咨询、分析与工程服务，总部位于弗吉尼亚州麦克莱恩，属华盛顿大都会区，在全球另设有80个办事处。
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。
BAH vs RNR — 直观对比
营收规模更大
BAH
是对方的1.2倍
$2.2B
营收增速更快
BAH
高出26.6%
-36.8%
净利率更高
RNR
高出15.9%
7.6%
两年增速更快
BAH
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.2B |
| 净利润 | $200.0M | $515.8M |
| 毛利率 | 51.9% | — |
| 营业利润率 | 8.8% | — |
| 净利率 | 7.6% | 23.5% |
| 营收同比 | -10.2% | -36.8% |
| 净利润同比 | 7.0% | 72.6% |
| 每股收益（稀释后） | $1.63 | $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BAHRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润BAHRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $200.0M | $760.5M | ||
| Q3 25 | $175.0M | $916.5M | ||
| Q2 25 | $271.0M | $835.4M | ||
| Q1 25 | $192.7M | $170.0M | ||
| Q4 24 | $186.9M | $-189.7M | ||
| Q3 24 | $390.1M | $1.2B | ||
| Q2 24 | $165.2M | $503.9M |
毛利率BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 51.9% | — | ||
| Q3 25 | 53.6% | — | ||
| Q2 25 | 51.3% | — | ||
| Q1 25 | 53.6% | — | ||
| Q4 24 | 55.2% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 53.4% | — |
营业利润率BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 8.8% | 42.5% | ||
| Q3 25 | 9.8% | 46.3% | ||
| Q2 25 | 8.8% | 41.8% | ||
| Q1 25 | 9.2% | -2.0% | ||
| Q4 24 | 10.0% | -3.6% | ||
| Q3 24 | 17.4% | 43.7% | ||
| Q2 24 | 8.7% | 25.0% |
净利率BAHRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.6% | 25.6% | ||
| Q3 25 | 6.1% | 28.7% | ||
| Q2 25 | 9.3% | 26.1% | ||
| Q1 25 | 6.5% | 4.9% | ||
| Q4 24 | 6.4% | -8.3% | ||
| Q3 24 | 12.4% | 29.8% | ||
| Q2 24 | 5.6% | 17.8% |
每股收益（稀释后）BAHRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.63 | $16.16 | ||
| Q3 25 | $1.42 | $19.40 | ||
| Q2 25 | $2.16 | $17.20 | ||
| Q1 25 | $1.52 | $3.27 | ||
| Q4 24 | $1.45 | $-3.76 | ||
| Q3 24 | $3.01 | $22.62 | ||
| Q2 24 | $1.27 | $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 | $882.0M | $1.6B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $1.0B | $4.3B |
| 总资产 | $7.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 3.84× | — |
8季度趋势，按日历期对齐
现金及短期投资BAHRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $882.0M | $1.7B | ||
| Q3 25 | $816.0M | $1.7B | ||
| Q2 25 | $711.0M | $1.4B | ||
| Q1 25 | $885.0M | $1.6B | ||
| Q4 24 | $453.5M | $1.7B | ||
| Q3 24 | $558.7M | $1.6B | ||
| Q2 24 | $297.7M | $1.6B |
总债务BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $2.3B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $4.0B | $2.3B | ||
| Q1 25 | $4.0B | $2.8B | ||
| Q4 24 | $3.4B | $1.9B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $3.4B | $2.0B |
股东权益BAHRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.0B | $11.6B | ||
| Q3 25 | $996.0M | $11.5B | ||
| Q2 25 | $1.1B | $10.8B | ||
| Q1 25 | $1.0B | $10.3B | ||
| Q4 24 | $1.2B | $10.6B | ||
| Q3 24 | $1.2B | $11.2B | ||
| Q2 24 | $1.1B | $10.2B |
总资产BAHRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.1B | $53.8B | ||
| Q3 25 | $7.2B | $54.5B | ||
| Q2 25 | $7.2B | $54.7B | ||
| Q1 25 | $7.3B | $53.6B | ||
| Q4 24 | $6.8B | $50.7B | ||
| Q3 24 | $6.9B | $52.8B | ||
| Q2 24 | $6.6B | $51.6B |
负债/权益比BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.84× | 0.20× | ||
| Q3 25 | 3.98× | 0.19× | ||
| Q2 25 | 3.74× | 0.21× | ||
| Q1 25 | 3.99× | 0.27× | ||
| Q4 24 | 2.79× | 0.18× | ||
| Q3 24 | 2.83× | 0.17× | ||
| Q2 24 | 3.14× | 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 | $261.0M | — |
| 自由现金流经营现金流 - 资本支出 | $248.0M | — |
| 自由现金流率自由现金流/营收 | 9.5% | — |
| 资本支出强度资本支出/营收 | 0.5% | — |
| 现金转化率经营现金流/净利润 | 1.30× | — |
| 过去12个月自由现金流最近4个季度 | $933.4M | — |
8季度趋势，按日历期对齐
经营现金流BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | $261.0M | $483.0M | ||
| Q3 25 | $421.0M | $1.6B | ||
| Q2 25 | $119.0M | $1.5B | ||
| Q1 25 | $219.0M | $157.8M | ||
| Q4 24 | $150.8M | $778.9M | ||
| Q3 24 | $587.1M | $1.5B | ||
| Q2 24 | $52.1M | $1.2B |
自由现金流BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | $248.0M | — | ||
| Q3 25 | $395.0M | — | ||
| Q2 25 | $96.0M | — | ||
| Q1 25 | $194.4M | — | ||
| Q4 24 | $133.6M | — | ||
| Q3 24 | $563.3M | — | ||
| Q2 24 | $19.7M | — |
自由现金流率BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.5% | — | ||
| Q3 25 | 13.7% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 17.9% | — | ||
| Q2 24 | 0.7% | — |
资本支出强度BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.1% | — |
现金转化率BAHRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.30× | 0.64× | ||
| Q3 25 | 2.41× | 1.73× | ||
| Q2 25 | 0.44× | 1.76× | ||
| Q1 25 | 1.14× | 0.93× | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 1.50× | 1.26× | ||
| Q2 24 | 0.32× | 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
BAH
| Defense Clients | $1.5B | 55% |
| Civil Clients | $732.0M | 28% |
| Intelligence Clients | $434.0M | 17% |
RNR
暂无分部数据
