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Builders FirstSource（BLDR）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
Builders FirstSource的季度营收约是RENAISSANCERE HOLDINGS LTD的1.5倍（$3.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 2.9%，领先20.6%），Builders FirstSource同比增速更快（-10.1% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -14.1%）
Builders FirstSource是财富500强企业，成立于1998年3月，总部位于美国得克萨斯州欧文，是美国规模最大的建筑产品、预制构件及增值服务供应商，同时生产制造建筑材料。公司在全美拥有超1.5万名员工，服务于新建住宅施工、维修及翻新领域的专业客户。
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。
BLDR vs RNR — 直观对比
营收规模更大
BLDR
是对方的1.5倍
$2.2B
营收增速更快
BLDR
高出26.6%
-36.8%
净利率更高
RNR
高出20.6%
2.9%
两年增速更快
RNR
近两年复合增速
-14.1%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.2B |
| 净利润 | $96.3M | $515.8M |
| 毛利率 | 28.3% | — |
| 营业利润率 | 0.5% | — |
| 净利率 | 2.9% | 23.5% |
| 营收同比 | -10.1% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益（稀释后） | $0.27 | $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BLDRRNR
| Q1 26 | $3.3B | $2.2B | ||
| Q4 25 | $3.4B | $3.0B | ||
| Q3 25 | $3.9B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $3.8B | $2.3B | ||
| Q3 24 | $4.2B | $4.0B | ||
| Q2 24 | $4.5B | $2.8B |
净利润BLDRRNR
| Q1 26 | $96.3M | $515.8M | ||
| Q4 25 | $31.5M | $760.5M | ||
| Q3 25 | $122.4M | $916.5M | ||
| Q2 25 | $185.0M | $835.4M | ||
| Q1 25 | $96.3M | $170.0M | ||
| Q4 24 | $190.2M | $-189.7M | ||
| Q3 24 | $284.8M | $1.2B | ||
| Q2 24 | $344.1M | $503.9M |
毛利率BLDRRNR
| Q1 26 | 28.3% | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 30.7% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 32.3% | — | ||
| Q3 24 | 32.8% | — | ||
| Q2 24 | 32.8% | — |
营业利润率BLDRRNR
| Q1 26 | 0.5% | — | ||
| Q4 25 | 1.8% | 42.5% | ||
| Q3 25 | 5.8% | 46.3% | ||
| Q2 25 | 7.4% | 41.8% | ||
| Q1 25 | 5.0% | -2.0% | ||
| Q4 24 | 8.0% | -3.6% | ||
| Q3 24 | 10.1% | 43.7% | ||
| Q2 24 | 11.0% | 25.0% |
净利率BLDRRNR
| Q1 26 | 2.9% | 23.5% | ||
| Q4 25 | 0.9% | 25.6% | ||
| Q3 25 | 3.1% | 28.7% | ||
| Q2 25 | 4.4% | 26.1% | ||
| Q1 25 | 2.6% | 4.9% | ||
| Q4 24 | 5.0% | -8.3% | ||
| Q3 24 | 6.7% | 29.8% | ||
| Q2 24 | 7.7% | 17.8% |
每股收益（稀释后）BLDRRNR
| Q1 26 | $0.27 | $6.57 | ||
| Q4 25 | $0.29 | $16.16 | ||
| Q3 25 | $1.10 | $19.40 | ||
| Q2 25 | $1.66 | $17.20 | ||
| Q1 25 | $0.84 | $3.27 | ||
| Q4 24 | $1.65 | $-3.76 | ||
| Q3 24 | $2.44 | $22.62 | ||
| Q2 24 | $2.87 | $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 | $98.3M | $1.6B |
| 总债务越低越好 | $24.3M | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $11.3B | $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BLDRRNR
| Q1 26 | $98.3M | $1.6B | ||
| Q4 25 | $181.8M | $1.7B | ||
| Q3 25 | $296.2M | $1.7B | ||
| Q2 25 | $87.0M | $1.4B | ||
| Q1 25 | $115.4M | $1.6B | ||
| Q4 24 | $153.6M | $1.7B | ||
| Q3 24 | $328.1M | $1.6B | ||
| Q2 24 | $75.6M | $1.6B |
总债务BLDRRNR
| Q1 26 | $24.3M | — | ||
| Q4 25 | $4.4B | $2.3B | ||
| Q3 25 | $4.4B | $2.2B | ||
| Q2 25 | $4.7B | $2.3B | ||
| Q1 25 | $4.5B | $2.8B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.7B | $1.9B | ||
| Q2 24 | $3.8B | $2.0B |
股东权益BLDRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.4B | $11.6B | ||
| Q3 25 | $4.3B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $4.4B | $10.3B | ||
| Q4 24 | $4.3B | $10.6B | ||
| Q3 24 | $4.4B | $11.2B | ||
| Q2 24 | $4.3B | $10.2B |
总资产BLDRRNR
| Q1 26 | $11.3B | $53.7B | ||
| Q4 25 | $11.2B | $53.8B | ||
| Q3 25 | $11.4B | $54.5B | ||
| Q2 25 | $11.5B | $54.7B | ||
| Q1 25 | $11.4B | $53.6B | ||
| Q4 24 | $10.6B | $50.7B | ||
| Q3 24 | $10.9B | $52.8B | ||
| Q2 24 | $10.7B | $51.6B |
负债/权益比BLDRRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 0.20× | ||
| Q3 25 | 1.03× | 0.19× | ||
| Q2 25 | 1.12× | 0.21× | ||
| Q1 25 | 1.02× | 0.27× | ||
| Q4 24 | 0.86× | 0.18× | ||
| Q3 24 | 0.83× | 0.17× | ||
| Q2 24 | 0.88× | 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 | $87.5M | — |
| 自由现金流经营现金流 - 资本支出 | $42.7M | — |
| 自由现金流率自由现金流/营收 | 1.3% | — |
| 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 | 0.91× | — |
| 过去12个月自由现金流最近4个季度 | $863.6M | — |
8季度趋势，按日历期对齐
经营现金流BLDRRNR
| Q1 26 | $87.5M | — | ||
| Q4 25 | $194.8M | $483.0M | ||
| Q3 25 | $547.7M | $1.6B | ||
| Q2 25 | $341.0M | $1.5B | ||
| Q1 25 | $132.3M | $157.8M | ||
| Q4 24 | $373.5M | $778.9M | ||
| Q3 24 | $730.0M | $1.5B | ||
| Q2 24 | $452.1M | $1.2B |
自由现金流BLDRRNR
| Q1 26 | $42.7M | — | ||
| Q4 25 | $106.7M | — | ||
| Q3 25 | $461.9M | — | ||
| Q2 25 | $252.3M | — | ||
| Q1 25 | $32.4M | — | ||
| Q4 24 | $273.8M | — | ||
| Q3 24 | $630.4M | — | ||
| Q2 24 | $364.0M | — |
自由现金流率BLDRRNR
| Q1 26 | 1.3% | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 11.7% | — | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 7.2% | — | ||
| Q3 24 | 14.9% | — | ||
| Q2 24 | 8.2% | — |
资本支出强度BLDRRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | — | ||
| Q3 25 | 2.2% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.4% | — | ||
| Q2 24 | 2.0% | — |
现金转化率BLDRRNR
| Q1 26 | 0.91× | — | ||
| Q4 25 | 6.19× | 0.64× | ||
| Q3 25 | 4.48× | 1.73× | ||
| Q2 25 | 1.84× | 1.76× | ||
| Q1 25 | 1.37× | 0.93× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 2.56× | 1.26× | ||
| Q2 24 | 1.31× | 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
BLDR
| Windows, doors & millwork | $853.8M | 26% |
| Specialty building products & services | $853.4M | 26% |
| Lumber & lumber sheet goods | $845.4M | 26% |
| Manufactured products | $734.5M | 22% |
RNR
暂无分部数据
