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Church & Dwight(CHD)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Church & Dwight的1.5倍($2.2B vs $1.5B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 14.7%,领先8.8%),Church & Dwight同比增速更快(0.1% vs -36.8%),过去两年Church & Dwight的营收复合增速更高(-1.4% vs -11.9%)
Church & Dwight是美国知名消费品企业,成立于1847年,总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品,旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌,2022年全年营收达54亿美元。
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。
CHD vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
CHD
高出36.9%
-36.8%
净利率更高
RNR
高出8.8%
14.7%
两年增速更快
CHD
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $216.3M | $515.8M |
| 毛利率 | 46.4% | — |
| 营业利润率 | 19.8% | — |
| 净利率 | 14.7% | 23.5% |
| 营收同比 | 0.1% | -36.8% |
| 净利润同比 | -4.5% | 72.6% |
| 每股收益(稀释后) | $0.91 | $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
CHD
RNR
| Q1 26 | $1.5B | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润
CHD
RNR
| Q1 26 | $216.3M | $515.8M | ||
| Q4 25 | $143.5M | $760.5M | ||
| Q3 25 | $182.2M | $916.5M | ||
| Q2 25 | $191.0M | $835.4M | ||
| Q1 25 | $220.1M | $170.0M | ||
| Q4 24 | $189.2M | $-189.7M | ||
| Q3 24 | $-75.1M | $1.2B | ||
| Q2 24 | $243.5M | $503.9M |
毛利率
CHD
RNR
| Q1 26 | 46.4% | — | ||
| Q4 25 | 45.8% | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | 43.0% | — | ||
| Q1 25 | 45.0% | — | ||
| Q4 24 | 44.7% | — | ||
| Q3 24 | 45.2% | — | ||
| Q2 24 | 47.1% | — |
营业利润率
CHD
RNR
| Q1 26 | 19.8% | — | ||
| Q4 25 | 16.2% | 42.5% | ||
| Q3 25 | 16.1% | 46.3% | ||
| Q2 25 | 17.4% | 41.8% | ||
| Q1 25 | 20.1% | -2.0% | ||
| Q4 24 | 16.2% | -3.6% | ||
| Q3 24 | -6.1% | 43.7% | ||
| Q2 24 | 22.3% | 25.0% |
净利率
CHD
RNR
| Q1 26 | 14.7% | 23.5% | ||
| Q4 25 | 8.7% | 25.6% | ||
| Q3 25 | 11.5% | 28.7% | ||
| Q2 25 | 12.7% | 26.1% | ||
| Q1 25 | 15.0% | 4.9% | ||
| Q4 24 | 12.0% | -8.3% | ||
| Q3 24 | -5.0% | 29.8% | ||
| Q2 24 | 16.1% | 17.8% |
每股收益(稀释后)
CHD
RNR
| Q1 26 | $0.91 | $6.57 | ||
| Q4 25 | $0.60 | $16.16 | ||
| Q3 25 | $0.75 | $19.40 | ||
| Q2 25 | $0.78 | $17.20 | ||
| Q1 25 | $0.89 | $3.27 | ||
| Q4 24 | $0.76 | $-3.76 | ||
| Q3 24 | $-0.31 | $22.62 | ||
| Q2 24 | $0.99 | $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 | $503.4M | $1.6B |
| 总债务越低越好 | $2.2B | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $9.0B | $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
CHD
RNR
| Q1 26 | $503.4M | $1.6B | ||
| Q4 25 | $409.0M | $1.7B | ||
| Q3 25 | $305.3M | $1.7B | ||
| Q2 25 | $923.2M | $1.4B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $964.1M | $1.7B | ||
| Q3 24 | $752.1M | $1.6B | ||
| Q2 24 | $491.7M | $1.6B |
总债务
CHD
RNR
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.2B | $2.3B | ||
| Q1 25 | $2.2B | $2.8B | ||
| Q4 24 | $2.2B | $1.9B | ||
| Q3 24 | $2.2B | $1.9B | ||
| Q2 24 | $2.2B | $2.0B |
股东权益
CHD
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.0B | $11.6B | ||
| Q3 25 | $4.2B | $11.5B | ||
| Q2 25 | $4.4B | $10.8B | ||
| Q1 25 | $4.6B | $10.3B | ||
| Q4 24 | $4.4B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.3B | $10.2B |
总资产
CHD
RNR
| Q1 26 | $9.0B | $53.7B | ||
| Q4 25 | $8.9B | $53.8B | ||
| Q3 25 | $9.1B | $54.5B | ||
| Q2 25 | $8.8B | $54.7B | ||
| Q1 25 | $9.0B | $53.6B | ||
| Q4 24 | $8.9B | $50.7B | ||
| Q3 24 | $8.7B | $52.8B | ||
| Q2 24 | $8.8B | $51.6B |
负债/权益比
CHD
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.55× | 0.20× | ||
| Q3 25 | 0.52× | 0.19× | ||
| Q2 25 | 0.50× | 0.21× | ||
| Q1 25 | 0.48× | 0.27× | ||
| Q4 24 | 0.51× | 0.18× | ||
| Q3 24 | 0.53× | 0.17× | ||
| Q2 24 | 0.51× | 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
CHD
| Household Products | $641.6M | 44% |
| Personal Care Products | $476.1M | 32% |
| Consumer International | $273.9M | 19% |
| Specialty Products Division | $77.7M | 5% |
RNR
暂无分部数据