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BOISE CASCADE Co（BCC）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BOISE CASCADE Co的1.5倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 0.6%，领先22.9%），BOISE CASCADE Co同比增速更快（-6.8% vs -36.8%），过去两年BOISE CASCADE Co的营收复合增速更高（-5.8% vs -11.9%）
博伊西卡斯卡德公司是总部位于美国爱达荷州博伊西的企业，主营木制品制造与建筑材料批发分销业务，产品覆盖各类建筑用木材及相关建材，为建筑行业客户提供稳定的供应链支持。
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。
BCC vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
BCC
高出29.9%
-36.8%
净利率更高
RNR
高出22.9%
0.6%
两年增速更快
BCC
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $8.7M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 1.1% | — |
| 净利率 | 0.6% | 23.5% |
| 营收同比 | -6.8% | -36.8% |
| 净利润同比 | -87.3% | 72.6% |
| 每股收益（稀释后） | $0.25 | $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BCCRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.8B | $2.8B |
净利润BCCRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $8.7M | $760.5M | ||
| Q3 25 | $21.8M | $916.5M | ||
| Q2 25 | $62.0M | $835.4M | ||
| Q1 25 | $40.3M | $170.0M | ||
| Q4 24 | $68.9M | $-189.7M | ||
| Q3 24 | $91.0M | $1.2B | ||
| Q2 24 | $112.3M | $503.9M |
营业利润率BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 42.5% | ||
| Q3 25 | 1.9% | 46.3% | ||
| Q2 25 | 4.6% | 41.8% | ||
| Q1 25 | 3.5% | -2.0% | ||
| Q4 24 | 5.9% | -3.6% | ||
| Q3 24 | 6.8% | 43.7% | ||
| Q2 24 | 8.2% | 25.0% |
净利率BCCRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.6% | 25.6% | ||
| Q3 25 | 1.3% | 28.7% | ||
| Q2 25 | 3.6% | 26.1% | ||
| Q1 25 | 2.6% | 4.9% | ||
| Q4 24 | 4.4% | -8.3% | ||
| Q3 24 | 5.3% | 29.8% | ||
| Q2 24 | 6.2% | 17.8% |
每股收益（稀释后）BCCRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.25 | $16.16 | ||
| Q3 25 | $0.58 | $19.40 | ||
| Q2 25 | $1.64 | $17.20 | ||
| Q1 25 | $1.06 | $3.27 | ||
| Q4 24 | $1.79 | $-3.76 | ||
| Q3 24 | $2.33 | $22.62 | ||
| Q2 24 | $2.84 | $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 | $477.2M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $4.3B |
| 总资产 | $3.2B | $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BCCRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $477.2M | $1.7B | ||
| Q3 25 | $511.8M | $1.7B | ||
| Q2 25 | $481.0M | $1.4B | ||
| Q1 25 | $561.8M | $1.6B | ||
| Q4 24 | $713.3M | $1.7B | ||
| Q3 24 | $761.6M | $1.6B | ||
| Q2 24 | $922.1M | $1.6B |
总债务BCCRNR
| 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BCCRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.1B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $2.2B | $10.8B | ||
| Q1 25 | $2.1B | $10.3B | ||
| Q4 24 | $2.2B | $10.6B | ||
| Q3 24 | $2.1B | $11.2B | ||
| Q2 24 | $2.3B | $10.2B |
总资产BCCRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.2B | $53.8B | ||
| Q3 25 | $3.4B | $54.5B | ||
| Q2 25 | $3.4B | $54.7B | ||
| Q1 25 | $3.5B | $53.6B | ||
| Q4 24 | $3.4B | $50.7B | ||
| Q3 24 | $3.4B | $52.8B | ||
| Q2 24 | $3.7B | $51.6B |
负债/权益比BCCRNR
| 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 | $131.0M | — |
| 自由现金流经营现金流 - 资本支出 | $77.0M | — |
| 自由现金流率自由现金流/营收 | 5.3% | — |
| 资本支出强度资本支出/营收 | 3.7% | — |
| 现金转化率经营现金流/净利润 | 15.00× | — |
| 过去12个月自由现金流最近4个季度 | $12.7M | — |
8季度趋势，按日历期对齐
经营现金流BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | $131.0M | $483.0M | ||
| Q3 25 | $118.4M | $1.6B | ||
| Q2 25 | $33.2M | $1.5B | ||
| Q1 25 | $-28.5M | $157.8M | ||
| Q4 24 | $94.6M | $778.9M | ||
| Q3 24 | $174.6M | $1.5B | ||
| Q2 24 | $141.7M | $1.2B |
自由现金流BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | $77.0M | — | ||
| Q3 25 | $63.2M | — | ||
| Q2 25 | $-45.9M | — | ||
| Q1 25 | $-81.7M | — | ||
| Q4 24 | $759.0K | — | ||
| Q3 24 | $112.9M | — | ||
| Q2 24 | $101.9M | — |
自由现金流率BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | -2.6% | — | ||
| Q1 25 | -5.3% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 5.7% | — |
资本支出强度BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 2.2% | — |
现金转化率BCCRNR
| Q1 26 | — | — | ||
| Q4 25 | 15.00× | 0.64× | ||
| Q3 25 | 5.44× | 1.73× | ||
| Q2 25 | 0.54× | 1.76× | ||
| Q1 25 | -0.71× | 0.93× | ||
| Q4 24 | 1.37× | — | ||
| Q3 24 | 1.92× | 1.26× | ||
| Q2 24 | 1.26× | 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
BCC
| General Line | $626.6M | 43% |
| Commodity Product Line | $479.9M | 33% |
| Engineered Wood Products | $256.6M | 18% |
| Plywood And Veneer | $53.3M | 4% |
| Lumber | $10.1M | 1% |
| Laminated Veneer Lumber | $8.9M | 1% |
| Other Wood Products | $4.7M | 0% |
| Other Engineered Wood Products | $3.5M | 0% |
| Ijoists | $3.3M | 0% |
RNR
暂无分部数据
