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Bath & Body Works, Inc.（BBWI）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Bath & Body Works, Inc.的1.4倍（$2.2B vs $1.6B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.8%，领先18.7%），Bath & Body Works, Inc.同比增速更快（-1.0% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -26.0%）
Bath & Body Works, Inc.是总部位于美国俄亥俄州哥伦布市的特色零售企业，旗下拥有同名身体护理及家居香氛零售品牌Bath & Body Works，2023年营收达74亿美元，在2024年《财富》美国500强榜单中位列第481位。
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。
BBWI vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.6B
营收增速更快
BBWI
高出35.8%
-36.8%
净利率更高
RNR
高出18.7%
4.8%
两年增速更快
RNR
近两年复合增速
-26.0%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $77.0M | $515.8M |
| 毛利率 | 41.3% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 4.8% | 23.5% |
| 营收同比 | -1.0% | -36.8% |
| 净利润同比 | -27.4% | 72.6% |
| 每股收益（稀释后） | $0.37 | $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BBWIRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
净利润BBWIRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $77.0M | $760.5M | ||
| Q3 25 | $64.0M | $916.5M | ||
| Q2 25 | $105.0M | $835.4M | ||
| Q1 25 | $453.0M | $170.0M | ||
| Q4 24 | $106.0M | $-189.7M | ||
| Q3 24 | $152.0M | $1.2B | ||
| Q2 24 | $87.0M | $503.9M |
毛利率BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | 41.3% | — | ||
| Q3 25 | 41.3% | — | ||
| Q2 25 | 45.4% | — | ||
| Q1 25 | 46.7% | — | ||
| Q4 24 | 43.5% | — | ||
| Q3 24 | 41.0% | — | ||
| Q2 24 | 43.8% | — |
营业利润率BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | 42.5% | ||
| Q3 25 | 10.1% | 46.3% | ||
| Q2 25 | 14.7% | 41.8% | ||
| Q1 25 | 24.3% | -2.0% | ||
| Q4 24 | 13.5% | -3.6% | ||
| Q3 24 | 12.0% | 43.7% | ||
| Q2 24 | 13.5% | 25.0% |
净利率BBWIRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.8% | 25.6% | ||
| Q3 25 | 4.1% | 28.7% | ||
| Q2 25 | 7.4% | 26.1% | ||
| Q1 25 | 16.3% | 4.9% | ||
| Q4 24 | 6.6% | -8.3% | ||
| Q3 24 | 10.0% | 29.8% | ||
| Q2 24 | 6.3% | 17.8% |
每股收益（稀释后）BBWIRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.37 | $16.16 | ||
| Q3 25 | $0.30 | $19.40 | ||
| Q2 25 | $0.49 | $17.20 | ||
| Q1 25 | $2.06 | $3.27 | ||
| Q4 24 | $0.49 | $-3.76 | ||
| Q3 24 | $0.68 | $22.62 | ||
| Q2 24 | $0.38 | $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 | $236.0M | $1.6B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $-1.6B | $4.3B |
| 总资产 | $5.0B | $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BBWIRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $236.0M | $1.7B | ||
| Q3 25 | $364.0M | $1.7B | ||
| Q2 25 | $636.0M | $1.4B | ||
| Q1 25 | $674.0M | $1.6B | ||
| Q4 24 | $191.0M | $1.7B | ||
| Q3 24 | $514.0M | $1.6B | ||
| Q2 24 | $855.0M | $1.6B |
总债务BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $2.3B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $3.9B | $2.3B | ||
| Q1 25 | $3.9B | $2.8B | ||
| Q4 24 | $4.2B | $1.9B | ||
| Q3 24 | $4.2B | $1.9B | ||
| Q2 24 | $4.3B | $2.0B |
股东权益BBWIRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-1.6B | $11.6B | ||
| Q3 25 | $-1.5B | $11.5B | ||
| Q2 25 | $-1.5B | $10.8B | ||
| Q1 25 | $-1.4B | $10.3B | ||
| Q4 24 | $-1.7B | $10.6B | ||
| Q3 24 | $-1.7B | $11.2B | ||
| Q2 24 | $-1.7B | $10.2B |
总资产BBWIRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.0B | $53.8B | ||
| Q3 25 | $4.8B | $54.5B | ||
| Q2 25 | $4.9B | $54.7B | ||
| Q1 25 | $4.9B | $53.6B | ||
| Q4 24 | $5.0B | $50.7B | ||
| Q3 24 | $4.9B | $52.8B | ||
| Q2 24 | $5.2B | $51.6B |
负债/权益比BBWIRNR
| 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 | $80.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-1.0M | — |
| 自由现金流率自由现金流/营收 | -0.1% | — |
| 资本支出强度资本支出/营收 | 5.1% | — |
| 现金转化率经营现金流/净利润 | 1.04× | — |
| 过去12个月自由现金流最近4个季度 | $946.0M | — |
8季度趋势，按日历期对齐
经营现金流BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | $80.0M | $483.0M | ||
| Q3 25 | $-43.0M | $1.6B | ||
| Q2 25 | $188.0M | $1.5B | ||
| Q1 25 | $955.0M | $157.8M | ||
| Q4 24 | $-99.0M | $778.9M | ||
| Q3 24 | $-46.0M | $1.5B | ||
| Q2 24 | $76.0M | $1.2B |
自由现金流BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | $-1.0M | — | ||
| Q3 25 | $-99.0M | — | ||
| Q2 25 | $151.0M | — | ||
| Q1 25 | $895.0M | — | ||
| Q4 24 | $-164.0M | — | ||
| Q3 24 | $-101.0M | — | ||
| Q2 24 | $30.0M | — |
自由现金流率BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | -0.1% | — | ||
| Q3 25 | -6.4% | — | ||
| Q2 25 | 10.6% | — | ||
| Q1 25 | 32.1% | — | ||
| Q4 24 | -10.2% | — | ||
| Q3 24 | -6.6% | — | ||
| Q2 24 | 2.2% | — |
资本支出强度BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 3.3% | — |
现金转化率BBWIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.04× | 0.64× | ||
| Q3 25 | -0.67× | 1.73× | ||
| Q2 25 | 1.79× | 1.76× | ||
| Q1 25 | 2.11× | 0.93× | ||
| Q4 24 | -0.93× | — | ||
| Q3 24 | -0.30× | 1.26× | ||
| Q2 24 | 0.87× | 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
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
RNR
暂无分部数据
