vs
BRUNSWICK CORP(BC)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BRUNSWICK CORP的1.6倍($2.2B vs $1.4B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 1.5%,领先22.0%),BRUNSWICK CORP同比增速更快(17.3% vs -36.8%),过去两年BRUNSWICK CORP的营收复合增速更高(-2.3% vs -11.9%)
美国Brunswick公司创立于1845年,专注于多品类产品的研发、生产与营销,旗下拥有知名海事品牌水星海事(Mercury Marine)等多个品牌。目前集团在24个国家拥有超1.3万名员工,2024年销售额达52亿美元,全球总部位于伊利诺伊州芝加哥北郊的梅塔瓦。
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。
BC vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.4B
营收增速更快
BC
高出54.1%
-36.8%
净利率更高
RNR
高出22.0%
1.5%
两年增速更快
BC
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $21.0M | $515.8M |
| 毛利率 | 24.9% | — |
| 营业利润率 | 3.6% | — |
| 净利率 | 1.5% | 23.5% |
| 营收同比 | 17.3% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益(稀释后) | $0.32 | $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
BC
RNR
| Q1 26 | $1.4B | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.4B | $2.8B |
净利润
BC
RNR
| Q1 26 | $21.0M | $515.8M | ||
| Q4 25 | $18.7M | $760.5M | ||
| Q3 25 | $-235.5M | $916.5M | ||
| Q2 25 | $59.3M | $835.4M | ||
| Q1 25 | $20.2M | $170.0M | ||
| Q4 24 | $-82.5M | $-189.7M | ||
| Q3 24 | $44.6M | $1.2B | ||
| Q2 24 | $100.0M | $503.9M |
毛利率
BC
RNR
| Q1 26 | 24.9% | — | ||
| Q4 25 | 23.1% | — | ||
| Q3 25 | 25.8% | — | ||
| Q2 25 | 25.5% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 26.2% | — | ||
| Q2 24 | 27.1% | — |
营业利润率
BC
RNR
| Q1 26 | 3.6% | — | ||
| Q4 25 | 3.1% | 42.5% | ||
| Q3 25 | -17.8% | 46.3% | ||
| Q2 25 | 7.1% | 41.8% | ||
| Q1 25 | 4.6% | -2.0% | ||
| Q4 24 | -4.8% | -3.6% | ||
| Q3 24 | 7.7% | 43.7% | ||
| Q2 24 | 11.0% | 25.0% |
净利率
BC
RNR
| Q1 26 | 1.5% | 23.5% | ||
| Q4 25 | 1.4% | 25.6% | ||
| Q3 25 | -17.3% | 28.7% | ||
| Q2 25 | 4.1% | 26.1% | ||
| Q1 25 | 1.7% | 4.9% | ||
| Q4 24 | -7.1% | -8.3% | ||
| Q3 24 | 3.5% | 29.8% | ||
| Q2 24 | 6.9% | 17.8% |
每股收益(稀释后)
BC
RNR
| Q1 26 | $0.32 | $6.57 | ||
| Q4 25 | $0.32 | $16.16 | ||
| Q3 25 | $-3.59 | $19.40 | ||
| Q2 25 | $0.89 | $17.20 | ||
| Q1 25 | $0.30 | $3.27 | ||
| Q4 24 | $-1.21 | $-3.76 | ||
| Q3 24 | $0.67 | $22.62 | ||
| Q2 24 | $1.48 | $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 | $277.8M | $1.6B |
| 总债务越低越好 | $490.2M | — |
| 股东权益账面价值 | $1.6B | $4.3B |
| 总资产 | $5.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势,按日历期对齐
现金及短期投资
BC
RNR
| Q1 26 | $277.8M | $1.6B | ||
| Q4 25 | $256.8M | $1.7B | ||
| Q3 25 | $297.7M | $1.7B | ||
| Q2 25 | $315.7M | $1.4B | ||
| Q1 25 | $286.7M | $1.6B | ||
| Q4 24 | $269.0M | $1.7B | ||
| Q3 24 | $284.1M | $1.6B | ||
| Q2 24 | $494.5M | $1.6B |
总债务
BC
RNR
| Q1 26 | $490.2M | — | ||
| Q4 25 | $2.1B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益
BC
RNR
| Q1 26 | $1.6B | $4.3B | ||
| Q4 25 | $1.6B | $11.6B | ||
| Q3 25 | $1.6B | $11.5B | ||
| Q2 25 | $1.9B | $10.8B | ||
| Q1 25 | $1.9B | $10.3B | ||
| Q4 24 | $1.9B | $10.6B | ||
| Q3 24 | $2.0B | $11.2B | ||
| Q2 24 | $2.0B | $10.2B |
总资产
BC
RNR
| Q1 26 | $5.5B | $53.7B | ||
| Q4 25 | $5.3B | $53.8B | ||
| Q3 25 | $5.4B | $54.5B | ||
| Q2 25 | $5.8B | $54.7B | ||
| Q1 25 | $5.9B | $53.6B | ||
| Q4 24 | $5.7B | $50.7B | ||
| Q3 24 | $6.0B | $52.8B | ||
| Q2 24 | $6.4B | $51.6B |
负债/权益比
BC
RNR
| Q1 26 | 0.31× | — | ||
| Q4 25 | 1.30× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 1.25× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $-116.8M | — |
| 自由现金流率自由现金流/营收 | -8.5% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 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 | $344.6M | — |
8季度趋势,按日历期对齐
经营现金流
BC
RNR
| Q1 26 | — | — | ||
| Q4 25 | $132.9M | $483.0M | ||
| Q3 25 | $140.4M | $1.6B | ||
| Q2 25 | $316.2M | $1.5B | ||
| Q1 25 | $-27.4M | $157.8M | ||
| Q4 24 | $306.4M | $778.9M | ||
| Q3 24 | $67.4M | $1.5B | ||
| Q2 24 | $211.0M | $1.2B |
自由现金流
BC
RNR
| Q1 26 | $-116.8M | — | ||
| Q4 25 | $83.6M | — | ||
| Q3 25 | $106.5M | — | ||
| Q2 25 | $271.3M | — | ||
| Q1 25 | $-65.1M | — | ||
| Q4 24 | $276.1M | — | ||
| Q3 24 | $31.4M | — | ||
| Q2 24 | $163.9M | — |
自由现金流率
BC
RNR
| Q1 26 | -8.5% | — | ||
| Q4 25 | 6.3% | — | ||
| Q3 25 | 7.8% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | -5.3% | — | ||
| Q4 24 | 23.9% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 11.4% | — |
资本支出强度
BC
RNR
| Q1 26 | 4.2% | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 2.5% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.8% | — | ||
| Q2 24 | 3.3% | — |
现金转化率
BC
RNR
| Q1 26 | — | — | ||
| Q4 25 | 7.11× | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 5.33× | 1.76× | ||
| Q1 25 | -1.36× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.51× | 1.26× | ||
| Q2 24 | 2.11× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图