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Broadridge Financial Solutions（BR）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Broadridge Financial Solutions的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 16.6%，领先6.9%），Broadridge Financial Solutions同比增速更快（-5.4% vs -36.8%），过去两年Broadridge Financial Solutions的营收复合增速更高（10.4% vs -11.9%）
Broadridge Financial Solutions是2007年从自动数据处理公司（ADP）分拆成立的上市企业服务及金融科技企业，总部位于纽约莱克萨克塞斯，为金融行业客户提供股东委托书、年报等金融单证服务，以及线上年会等股东沟通解决方案。
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。
BR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
BR
高出31.4%
-36.8%
净利率更高
RNR
高出6.9%
16.6%
两年增速更快
BR
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $284.6M | $515.8M |
| 毛利率 | 27.6% | — |
| 营业利润率 | 12.0% | — |
| 净利率 | 16.6% | 23.5% |
| 营收同比 | -5.4% | -36.8% |
| 净利润同比 | 17.1% | 72.6% |
| 每股收益（稀释后） | $2.42 | $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BRRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
净利润BRRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $284.6M | $760.5M | ||
| Q3 25 | — | $916.5M | ||
| Q2 25 | $374.2M | $835.4M | ||
| Q1 25 | $243.1M | $170.0M | ||
| Q4 24 | $142.4M | $-189.7M | ||
| Q3 24 | $79.8M | $1.2B | ||
| Q2 24 | $323.2M | $503.9M |
毛利率BRRNR
| Q1 26 | — | — | ||
| Q4 25 | 27.6% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 31.8% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 24.5% | — | ||
| Q2 24 | 35.5% | — |
营业利润率BRRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.0% | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | 24.1% | 41.8% | ||
| Q1 25 | 19.0% | -2.0% | ||
| Q4 24 | 13.3% | -3.6% | ||
| Q3 24 | 9.4% | 43.7% | ||
| Q2 24 | 22.7% | 25.0% |
净利率BRRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 16.6% | 25.6% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | 18.1% | 26.1% | ||
| Q1 25 | 13.4% | 4.9% | ||
| Q4 24 | 9.0% | -8.3% | ||
| Q3 24 | 5.6% | 29.8% | ||
| Q2 24 | 16.6% | 17.8% |
每股收益（稀释后）BRRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.42 | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | $3.17 | $17.20 | ||
| Q1 25 | $2.05 | $3.27 | ||
| Q4 24 | $1.20 | $-3.76 | ||
| Q3 24 | $0.68 | $22.62 | ||
| Q2 24 | $2.72 | $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 | $371.5M | $1.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $4.3B |
| 总资产 | $8.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.10× | — |
8季度趋势，按日历期对齐
现金及短期投资BRRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $371.5M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | $562.2M | $1.4B | ||
| Q1 25 | $317.9M | $1.6B | ||
| Q4 24 | $290.6M | $1.7B | ||
| Q3 24 | $293.5M | $1.6B | ||
| Q2 24 | $305.2M | $1.6B |
总债务BRRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $3.3B | $2.3B | ||
| Q1 25 | $3.4B | $2.8B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.6B | $1.9B | ||
| Q2 24 | $3.4B | $2.0B |
股东权益BRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.9B | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | $2.7B | $10.8B | ||
| Q1 25 | $2.4B | $10.3B | ||
| Q4 24 | $2.2B | $10.6B | ||
| Q3 24 | $2.2B | $11.2B | ||
| Q2 24 | $2.2B | $10.2B |
总资产BRRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.6B | $53.8B | ||
| Q3 25 | — | $54.5B | ||
| Q2 25 | $8.5B | $54.7B | ||
| Q1 25 | $8.3B | $53.6B | ||
| Q4 24 | $8.2B | $50.7B | ||
| Q3 24 | $8.0B | $52.8B | ||
| Q2 24 | $8.2B | $51.6B |
负债/权益比BRRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.10× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | 1.22× | 0.21× | ||
| Q1 25 | 1.44× | 0.27× | ||
| Q4 24 | 1.64× | 0.18× | ||
| Q3 24 | 1.63× | 0.17× | ||
| Q2 24 | 1.55× | 0.19× |
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
BR
| Recurring Fee Revenue Investor Communication Solutions | $589.5M | 34% |
| Recurring Fee Revenue Capital Markets | $300.9M | 18% |
| Recurring Fee Revenue Regulatory | $248.7M | 15% |
| Recurring Fee Revenue Customer Communications | $189.2M | 11% |
| Recurring Fee Revenue Wealth And Investment Management | $179.7M | 10% |
| Recurring Fee Revenue Data Driven Fund Solutions | $112.7M | 7% |
| Event Driven Revenue Mutual Funds | $51.4M | 3% |
| Event Driven Revenue Equity And Other | $39.2M | 2% |
| Global Technology And Operations | $7.5M | 0% |
RNR
暂无分部数据
