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渤健（BIIB）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
渤健的季度营收约是RENAISSANCERE HOLDINGS LTD的1.1倍（$2.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.9%，领先10.6%），渤健同比增速更快（2.0% vs -36.8%），过去两年渤健的营收复合增速更高（0.3% vs -11.9%）
渤健是总部位于美国马萨诸塞州剑桥市的跨国生物技术企业，专注于神经系统疾病治疗领域。公司核心产品包括用于多发性硬化症的特菲达、万立能等多款药物，以及治疗脊髓性肌萎缩症的诺西那生钠、治疗弗里德赖希共济失调的Skyclarys，致力于为神经疾病和罕见病患者提供创新疗法。
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。
BIIB vs RNR — 直观对比
营收规模更大
BIIB
是对方的1.1倍
$2.2B
营收增速更快
BIIB
高出38.8%
-36.8%
净利率更高
RNR
高出10.6%
12.9%
两年增速更快
BIIB
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.5B | $2.2B |
| 净利润 | $319.5M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 12.9% | 23.5% |
| 营收同比 | 2.0% | -36.8% |
| 净利润同比 | 32.8% | 72.6% |
| 每股收益（稀释后） | $2.15 | $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BIIBRNR
| Q1 26 | $2.5B | $2.2B | ||
| Q4 25 | $2.3B | $3.0B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.4B | $3.5B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.5B | $4.0B | ||
| Q2 24 | $2.5B | $2.8B |
净利润BIIBRNR
| Q1 26 | $319.5M | $515.8M | ||
| Q4 25 | $-48.9M | $760.5M | ||
| Q3 25 | $466.5M | $916.5M | ||
| Q2 25 | $634.8M | $835.4M | ||
| Q1 25 | $240.5M | $170.0M | ||
| Q4 24 | $266.7M | $-189.7M | ||
| Q3 24 | $388.5M | $1.2B | ||
| Q2 24 | $583.6M | $503.9M |
毛利率BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | 78.3% | — | ||
| Q3 25 | 73.4% | — | ||
| Q2 25 | 77.1% | — | ||
| Q1 25 | 74.1% | — | ||
| Q4 24 | 76.2% | — | ||
| Q3 24 | 74.1% | — | ||
| Q2 24 | 77.8% | — |
营业利润率BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | -2.5% | 42.5% | ||
| Q3 25 | 22.0% | 46.3% | ||
| Q2 25 | 28.1% | 41.8% | ||
| Q1 25 | 12.8% | -2.0% | ||
| Q4 24 | 11.9% | -3.6% | ||
| Q3 24 | 18.3% | 43.7% | ||
| Q2 24 | 28.3% | 25.0% |
净利率BIIBRNR
| Q1 26 | 12.9% | 23.5% | ||
| Q4 25 | -2.1% | 25.6% | ||
| Q3 25 | 18.4% | 28.7% | ||
| Q2 25 | 24.0% | 26.1% | ||
| Q1 25 | 9.9% | 4.9% | ||
| Q4 24 | 10.9% | -8.3% | ||
| Q3 24 | 15.8% | 29.8% | ||
| Q2 24 | 23.7% | 17.8% |
每股收益（稀释后）BIIBRNR
| Q1 26 | $2.15 | $6.57 | ||
| Q4 25 | $-0.35 | $16.16 | ||
| Q3 25 | $3.17 | $19.40 | ||
| Q2 25 | $4.33 | $17.20 | ||
| Q1 25 | $1.64 | $3.27 | ||
| Q4 24 | $1.82 | $-3.76 | ||
| Q3 24 | $2.66 | $22.62 | ||
| Q2 24 | $4.00 | $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 | $3.4B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $18.7B | $4.3B |
| 总资产 | $29.5B | $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BIIBRNR
| Q1 26 | $3.4B | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | $6.3B | $2.3B | ||
| Q3 25 | $6.3B | $2.2B | ||
| Q2 25 | $6.3B | $2.3B | ||
| Q1 25 | $4.5B | $2.8B | ||
| Q4 24 | $6.3B | $1.9B | ||
| Q3 24 | $4.5B | $1.9B | ||
| Q2 24 | $6.3B | $2.0B |
股东权益BIIBRNR
| Q1 26 | $18.7B | $4.3B | ||
| Q4 25 | $18.3B | $11.6B | ||
| Q3 25 | $18.2B | $11.5B | ||
| Q2 25 | $17.6B | $10.8B | ||
| Q1 25 | $17.0B | $10.3B | ||
| Q4 24 | $16.7B | $10.6B | ||
| Q3 24 | $16.4B | $11.2B | ||
| Q2 24 | $15.9B | $10.2B |
总资产BIIBRNR
| Q1 26 | $29.5B | $53.7B | ||
| Q4 25 | $29.4B | $53.8B | ||
| Q3 25 | $29.2B | $54.5B | ||
| Q2 25 | $28.3B | $54.7B | ||
| Q1 25 | $28.0B | $53.6B | ||
| Q4 24 | $28.0B | $50.7B | ||
| Q3 24 | $28.3B | $52.8B | ||
| Q2 24 | $26.8B | $51.6B |
负债/权益比BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.34× | 0.20× | ||
| Q3 25 | 0.35× | 0.19× | ||
| Q2 25 | 0.36× | 0.21× | ||
| Q1 25 | 0.27× | 0.27× | ||
| Q4 24 | 0.38× | 0.18× | ||
| Q3 24 | 0.28× | 0.17× | ||
| Q2 24 | 0.40× | 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 | $594.3M | — |
| 自由现金流率自由现金流/营收 | 24.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | $2.4B | — |
8季度趋势，按日历期对齐
经营现金流BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | $511.9M | $483.0M | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $160.9M | $1.5B | ||
| Q1 25 | $259.3M | $157.8M | ||
| Q4 24 | $760.9M | $778.9M | ||
| Q3 24 | $935.6M | $1.5B | ||
| Q2 24 | $625.8M | $1.2B |
自由现金流BIIBRNR
| Q1 26 | $594.3M | — | ||
| Q4 25 | $468.0M | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $134.3M | — | ||
| Q1 25 | $222.2M | — | ||
| Q4 24 | $721.6M | — | ||
| Q3 24 | $900.6M | — | ||
| Q2 24 | $592.3M | — |
自由现金流率BIIBRNR
| Q1 26 | 24.0% | — | ||
| Q4 25 | 20.5% | — | ||
| Q3 25 | 48.4% | — | ||
| Q2 25 | 5.1% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 36.5% | — | ||
| Q2 24 | 24.0% | — |
资本支出强度BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 1.4% | — | ||
| Q2 24 | 1.4% | — |
现金转化率BIIBRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 2.73× | 1.73× | ||
| Q2 25 | 0.25× | 1.76× | ||
| Q1 25 | 1.08× | 0.93× | ||
| Q4 24 | 2.85× | — | ||
| Q3 24 | 2.41× | 1.26× | ||
| Q2 24 | 1.07× | 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
BIIB
| Product revenue, net | $1.8B | 71% |
| Royalty revenue on sales of OCREVUS | $317.2M | 13% |
| Contract manufacturing, royalty and other revenue | $246.9M | 10% |
| Biogen's share of pre-tax profits in the U.S. for RITUXAN, GAZYVA and LUNSUMIO | $94.7M | 4% |
| Alzheimer's collaboration Revenue | $59.5M | 2% |
| Other revenue from anti-CD20 therapeutic programs | $7.2M | 0% |
RNR
暂无分部数据
