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Conagra Brands（CAG）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
Conagra Brands的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.0B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -22.3%，领先45.8%），Conagra Brands同比增速更快（-6.8% vs -36.8%），过去两年Conagra Brands的营收复合增速更高（-0.9% vs -11.9%）
Conagra Brands是美国包装消费品控股企业，1919年于内布拉斯加州成立，总部设在伊利诺伊州芝加哥。公司旗下拥有多个食品品牌，产品覆盖超市、餐厅及各类餐饮服务场所，2022年位列《财富》美国500强第331位。
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。
CAG vs RNR — 直观对比
营收规模更大
CAG
是对方的1.4倍
$2.2B
营收增速更快
CAG
高出30.0%
-36.8%
净利率更高
RNR
高出45.8%
-22.3%
两年增速更快
CAG
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.2B |
| 净利润 | $-663.6M | $515.8M |
| 毛利率 | 23.4% | — |
| 营业利润率 | -20.1% | — |
| 净利率 | -22.3% | 23.5% |
| 营收同比 | -6.8% | -36.8% |
| 净利润同比 | -333.3% | 72.6% |
| 每股收益（稀释后） | $-1.39 | $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CAGRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $2.6B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $2.8B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润CAGRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-663.6M | $760.5M | ||
| Q3 25 | $164.5M | $916.5M | ||
| Q2 25 | $256.0M | $835.4M | ||
| Q1 25 | $145.1M | $170.0M | ||
| Q4 24 | $284.5M | $-189.7M | ||
| Q3 24 | $466.8M | $1.2B | ||
| Q2 24 | $-567.3M | $503.9M |
毛利率CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 25.4% | — | ||
| Q1 25 | 25.0% | — | ||
| Q4 24 | 26.5% | — | ||
| Q3 24 | 26.5% | — | ||
| Q2 24 | 27.7% | — |
营业利润率CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | -20.1% | 42.5% | ||
| Q3 25 | 13.2% | 46.3% | ||
| Q2 25 | 0.1% | 41.8% | ||
| Q1 25 | 13.9% | -2.0% | ||
| Q4 24 | 14.8% | -3.6% | ||
| Q3 24 | 17.7% | 43.7% | ||
| Q2 24 | -16.3% | 25.0% |
净利率CAGRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -22.3% | 25.6% | ||
| Q3 25 | 6.2% | 28.7% | ||
| Q2 25 | 9.2% | 26.1% | ||
| Q1 25 | 5.1% | 4.9% | ||
| Q4 24 | 8.9% | -8.3% | ||
| Q3 24 | 16.7% | 29.8% | ||
| Q2 24 | -19.5% | 17.8% |
每股收益（稀释后）CAGRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-1.39 | $16.16 | ||
| Q3 25 | $0.34 | $19.40 | ||
| Q2 25 | $0.54 | $17.20 | ||
| Q1 25 | $0.30 | $3.27 | ||
| Q4 24 | $0.59 | $-3.76 | ||
| Q3 24 | $0.97 | $22.62 | ||
| Q2 24 | $-1.19 | $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 | $46.6M | $1.6B |
| 总债务越低越好 | $7.2B | — |
| 股东权益账面价值 | $8.1B | $4.3B |
| 总资产 | $19.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.89× | — |
8季度趋势，按日历期对齐
现金及短期投资CAGRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $46.6M | $1.7B | ||
| Q3 25 | $698.1M | $1.7B | ||
| Q2 25 | $68.0M | $1.4B | ||
| Q1 25 | $49.4M | $1.6B | ||
| Q4 24 | $37.4M | $1.7B | ||
| Q3 24 | $128.7M | $1.6B | ||
| Q2 24 | $77.7M | $1.6B |
总债务CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $2.3B | ||
| Q3 25 | $8.2B | $2.2B | ||
| Q2 25 | $7.3B | $2.3B | ||
| Q1 25 | $7.3B | $2.8B | ||
| Q4 24 | $7.3B | $1.9B | ||
| Q3 24 | $7.5B | $1.9B | ||
| Q2 24 | $7.5B | $2.0B |
股东权益CAGRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.1B | $11.6B | ||
| Q3 25 | $8.9B | $11.5B | ||
| Q2 25 | $8.9B | $10.8B | ||
| Q1 25 | $8.8B | $10.3B | ||
| Q4 24 | $8.8B | $10.6B | ||
| Q3 24 | $8.7B | $11.2B | ||
| Q2 24 | $8.4B | $10.2B |
总资产CAGRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $19.5B | $53.8B | ||
| Q3 25 | $21.2B | $54.5B | ||
| Q2 25 | $20.9B | $54.7B | ||
| Q1 25 | $20.7B | $53.6B | ||
| Q4 24 | $21.0B | $50.7B | ||
| Q3 24 | $21.2B | $52.8B | ||
| Q2 24 | $20.9B | $51.6B |
负债/权益比CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.89× | 0.20× | ||
| Q3 25 | 0.92× | 0.19× | ||
| Q2 25 | 0.81× | 0.21× | ||
| Q1 25 | 0.83× | 0.27× | ||
| Q4 24 | 0.83× | 0.18× | ||
| Q3 24 | 0.86× | 0.17× | ||
| Q2 24 | 0.89× | 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 | $210.6M | — |
| 自由现金流经营现金流 - 资本支出 | $138.8M | — |
| 自由现金流率自由现金流/营收 | 4.7% | — |
| 资本支出强度资本支出/营收 | 2.4% | — |
| 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 | $876.4M | — |
8季度趋势，按日历期对齐
经营现金流CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | $210.6M | $483.0M | ||
| Q3 25 | $120.6M | $1.6B | ||
| Q2 25 | $345.7M | $1.5B | ||
| Q1 25 | $592.0M | $157.8M | ||
| Q4 24 | $485.6M | $778.9M | ||
| Q3 24 | $268.6M | $1.5B | ||
| Q2 24 | $484.3M | $1.2B |
自由现金流CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | $138.8M | — | ||
| Q3 25 | $-26.2M | — | ||
| Q2 25 | $260.6M | — | ||
| Q1 25 | $503.2M | — | ||
| Q4 24 | $403.2M | — | ||
| Q3 24 | $135.6M | — | ||
| Q2 24 | $405.8M | — |
自由现金流率CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | 9.4% | — | ||
| Q1 25 | 17.7% | — | ||
| Q4 24 | 12.6% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 14.0% | — |
资本支出强度CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.1% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 2.7% | — |
现金转化率CAGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 0.73× | 1.73× | ||
| Q2 25 | 1.35× | 1.76× | ||
| Q1 25 | 4.08× | 0.93× | ||
| Q4 24 | 1.71× | — | ||
| Q3 24 | 0.58× | 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
CAG
| Frozen | $1.1B | 35% |
| Other Shelf Stable | $625.2M | 21% |
| Snacks | $583.9M | 20% |
| Foodservice | $288.4M | 10% |
| Other | $230.4M | 8% |
| Refrigerated | $196.0M | 7% |
RNR
暂无分部数据
