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博士伦（BLCO）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的季度营收约是博士伦的1.6倍（$2.2B vs $1.4B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -4.1%，领先27.6%），博士伦同比增速更快（9.8% vs -36.8%），过去两年博士伦的营收复合增速更高（13.1% vs -11.9%）
博士伦是知名眼健康产品企业，总部位于加拿大安大略省沃恩市，是全球规模最大的隐形眼镜、镜片护理产品、眼科药品、人工晶体及其他眼科手术产品供应商之一。品牌1853年由验光师约翰·鲍什与合伙人亨利·朗姆在美国纽约罗切斯特创立，曾是美国历史最悠久的持续运营企业之一，2013年被整体收购。
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。
BLCO 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
BLCO
高出46.5%
-36.8%
净利率更高
RNR
高出27.6%
-4.1%
两年增速更快
BLCO
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $-58.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 8.0% | — |
| 净利率 | -4.1% | 23.5% |
| 营收同比 | 9.8% | -36.8% |
| 净利润同比 | -1833.3% | 72.6% |
| 每股收益（稀释后） | $-0.16 | $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BLCORNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润BLCORNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-58.0M | $760.5M | ||
| Q3 25 | $-28.0M | $916.5M | ||
| Q2 25 | $-62.0M | $835.4M | ||
| Q1 25 | $-212.0M | $170.0M | ||
| Q4 24 | $-3.0M | $-189.7M | ||
| Q3 24 | $4.0M | $1.2B | ||
| Q2 24 | $-151.0M | $503.9M |
营业利润率BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 42.5% | ||
| Q3 25 | 7.4% | 46.3% | ||
| Q2 25 | -0.9% | 41.8% | ||
| Q1 25 | -7.3% | -2.0% | ||
| Q4 24 | 6.8% | -3.6% | ||
| Q3 24 | 3.6% | 43.7% | ||
| Q2 24 | 2.1% | 25.0% |
净利率BLCORNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -4.1% | 25.6% | ||
| Q3 25 | -2.2% | 28.7% | ||
| Q2 25 | -4.9% | 26.1% | ||
| Q1 25 | -18.6% | 4.9% | ||
| Q4 24 | -0.2% | -8.3% | ||
| Q3 24 | 0.3% | 29.8% | ||
| Q2 24 | -12.4% | 17.8% |
每股收益（稀释后）BLCORNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.16 | $16.16 | ||
| Q3 25 | $-0.08 | $19.40 | ||
| Q2 25 | $-0.18 | $17.20 | ||
| Q1 25 | $-0.60 | $3.27 | ||
| Q4 24 | $-0.00 | $-3.76 | ||
| Q3 24 | $0.01 | $22.62 | ||
| Q2 24 | $-0.43 | $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 | $383.0M | $1.6B |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $6.4B | $4.3B |
| 总资产 | $14.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.78× | — |
8季度趋势，按日历期对齐
现金及短期投资BLCORNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $383.0M | $1.7B | ||
| Q3 25 | $310.0M | $1.7B | ||
| Q2 25 | $266.0M | $1.4B | ||
| Q1 25 | $202.0M | $1.6B | ||
| Q4 24 | $305.0M | $1.7B | ||
| Q3 24 | $329.0M | $1.6B | ||
| Q2 24 | $285.0M | $1.6B |
总债务BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $2.3B | ||
| Q3 25 | $5.0B | $2.2B | ||
| Q2 25 | $5.0B | $2.3B | ||
| Q1 25 | $4.8B | $2.8B | ||
| Q4 24 | $4.8B | $1.9B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.6B | $2.0B |
股东权益BLCORNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.4B | $11.6B | ||
| Q3 25 | $6.4B | $11.5B | ||
| Q2 25 | $6.4B | $10.8B | ||
| Q1 25 | $6.4B | $10.3B | ||
| Q4 24 | $6.5B | $10.6B | ||
| Q3 24 | $6.6B | $11.2B | ||
| Q2 24 | $6.5B | $10.2B |
总资产BLCORNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $14.0B | $53.8B | ||
| Q3 25 | $13.8B | $54.5B | ||
| Q2 25 | $13.8B | $54.7B | ||
| Q1 25 | $13.4B | $53.6B | ||
| Q4 24 | $13.5B | $50.7B | ||
| Q3 24 | $13.5B | $52.8B | ||
| Q2 24 | $13.3B | $51.6B |
负债/权益比BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | 0.78× | 0.20× | ||
| Q3 25 | 0.77× | 0.19× | ||
| Q2 25 | 0.77× | 0.21× | ||
| Q1 25 | 0.76× | 0.27× | ||
| Q4 24 | 0.74× | 0.18× | ||
| Q3 24 | 0.70× | 0.17× | ||
| Q2 24 | 0.71× | 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 | $136.0M | — |
| 自由现金流经营现金流 - 资本支出 | $60.0M | — |
| 自由现金流率自由现金流/营收 | 4.3% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 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 | $-66.0M | — |
8季度趋势，按日历期对齐
经营现金流BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $483.0M | ||
| Q3 25 | $137.0M | $1.6B | ||
| Q2 25 | $35.0M | $1.5B | ||
| Q1 25 | $-25.0M | $157.8M | ||
| Q4 24 | $22.0M | $778.9M | ||
| Q3 24 | $154.0M | $1.5B | ||
| Q2 24 | $15.0M | $1.2B |
自由现金流BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | $60.0M | — | ||
| Q3 25 | $63.0M | — | ||
| Q2 25 | $-54.0M | — | ||
| Q1 25 | $-135.0M | — | ||
| Q4 24 | $-70.0M | — | ||
| Q3 24 | $94.0M | — | ||
| Q2 24 | $-57.0M | — |
自由现金流率BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | 4.3% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | -4.2% | — | ||
| Q1 25 | -11.9% | — | ||
| Q4 24 | -5.5% | — | ||
| Q3 24 | 7.9% | — | ||
| Q2 24 | -4.7% | — |
资本支出强度BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.8% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 9.7% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 5.9% | — |
现金转化率BLCORNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 38.50× | 1.26× | ||
| Q2 24 | — | 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
BLCO
| Overthe Counter Products | $489.0M | 35% |
| Pharmaceuticals | $378.0M | 27% |
| Other | $263.0M | 19% |
| Surgical | $249.0M | 18% |
| Brandedand Other Generic Products | $14.0M | 1% |
| Other Revenues | $3.0M | 0% |
| Pharmaceutical Products | $2.0M | 0% |
RNR
暂无分部数据
