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Chefs' Warehouse, Inc.（CHEF）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Chefs' Warehouse, Inc.的2.1倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.6%，领先21.9%），Chefs' Warehouse, Inc.同比增速更快（11.4% vs -36.8%），过去两年Chefs' Warehouse, Inc.的营收复合增速更高（5.3% vs -11.9%）
Chefs' Warehouse, Inc. 是一家北美专业食品分销商，服务对象包括独立餐厅、高端餐饮场所、酒店、餐饮服务商等食品服务运营商，供应超15万种精选产品，涵盖手工食材、特色肉类、海鲜、乳制品、进口高端美食等，适配专业厨师的使用需求。
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。
CHEF vs RNR — 直观对比
营收规模更大
RNR
是对方的2.1倍
$1.1B
营收增速更快
CHEF
高出48.1%
-36.8%
净利率更高
RNR
高出21.9%
1.6%
两年增速更快
CHEF
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $17.4M | $515.8M |
| 毛利率 | 24.3% | — |
| 营业利润率 | 3.1% | — |
| 净利率 | 1.6% | 23.5% |
| 营收同比 | 11.4% | -36.8% |
| 净利润同比 | 68.8% | 72.6% |
| 每股收益（稀释后） | $0.40 | $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CHEFRNR
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.0B | $3.2B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $950.7M | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $931.5M | $4.0B | ||
| Q2 24 | $954.7M | $2.8B |
净利润CHEFRNR
| Q1 26 | $17.4M | $515.8M | ||
| Q4 25 | $21.7M | $760.5M | ||
| Q3 25 | $19.1M | $916.5M | ||
| Q2 25 | $21.2M | $835.4M | ||
| Q1 25 | $10.3M | $170.0M | ||
| Q4 24 | $23.9M | $-189.7M | ||
| Q3 24 | $14.1M | $1.2B | ||
| Q2 24 | $15.5M | $503.9M |
毛利率CHEFRNR
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 24.6% | — | ||
| Q1 25 | 23.8% | — | ||
| Q4 24 | 24.3% | — | ||
| Q3 24 | 24.1% | — | ||
| Q2 24 | 24.0% | — |
营业利润率CHEFRNR
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 42.5% | ||
| Q3 25 | 3.8% | 46.3% | ||
| Q2 25 | 3.9% | 41.8% | ||
| Q1 25 | 2.4% | -2.0% | ||
| Q4 24 | 4.5% | -3.6% | ||
| Q3 24 | 3.4% | 43.7% | ||
| Q2 24 | 3.5% | 25.0% |
净利率CHEFRNR
| Q1 26 | 1.6% | 23.5% | ||
| Q4 25 | 1.9% | 25.6% | ||
| Q3 25 | 1.9% | 28.7% | ||
| Q2 25 | 2.1% | 26.1% | ||
| Q1 25 | 1.1% | 4.9% | ||
| Q4 24 | 2.3% | -8.3% | ||
| Q3 24 | 1.5% | 29.8% | ||
| Q2 24 | 1.6% | 17.8% |
每股收益（稀释后）CHEFRNR
| Q1 26 | $0.40 | $6.57 | ||
| Q4 25 | $0.50 | $16.16 | ||
| Q3 25 | $0.44 | $19.40 | ||
| Q2 25 | $0.49 | $17.20 | ||
| Q1 25 | $0.25 | $3.27 | ||
| Q4 24 | $0.56 | $-3.76 | ||
| Q3 24 | $0.34 | $22.62 | ||
| Q2 24 | $0.37 | $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 | $122.7M | $1.6B |
| 总债务越低越好 | $750.4M | — |
| 股东权益账面价值 | $608.6M | $4.3B |
| 总资产 | $2.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.23× | — |
8季度趋势，按日历期对齐
现金及短期投资CHEFRNR
| Q1 26 | $122.7M | $1.6B | ||
| Q4 25 | $121.0M | $1.7B | ||
| Q3 25 | $65.1M | $1.7B | ||
| Q2 25 | $96.9M | $1.4B | ||
| Q1 25 | $116.5M | $1.6B | ||
| Q4 24 | $114.7M | $1.7B | ||
| Q3 24 | $50.7M | $1.6B | ||
| Q2 24 | $38.3M | $1.6B |
总债务CHEFRNR
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | $2.3B | ||
| Q3 25 | $711.7M | $2.2B | ||
| Q2 25 | $690.2M | $2.3B | ||
| Q1 25 | $681.1M | $2.8B | ||
| Q4 24 | $688.7M | $1.9B | ||
| Q3 24 | $666.6M | $1.9B | ||
| Q2 24 | $660.8M | $2.0B |
股东权益CHEFRNR
| Q1 26 | $608.6M | $4.3B | ||
| Q4 25 | $604.3M | $11.6B | ||
| Q3 25 | $576.6M | $11.5B | ||
| Q2 25 | $557.7M | $10.8B | ||
| Q1 25 | $541.6M | $10.3B | ||
| Q4 24 | $537.6M | $10.6B | ||
| Q3 24 | $480.3M | $11.2B | ||
| Q2 24 | $461.9M | $10.2B |
总资产CHEFRNR
| Q1 26 | $2.0B | $53.7B | ||
| Q4 25 | $2.0B | $53.8B | ||
| Q3 25 | $1.9B | $54.5B | ||
| Q2 25 | $1.9B | $54.7B | ||
| Q1 25 | $1.8B | $53.6B | ||
| Q4 24 | $1.9B | $50.7B | ||
| Q3 24 | $1.8B | $52.8B | ||
| Q2 24 | $1.7B | $51.6B |
负债/权益比CHEFRNR
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | 0.20× | ||
| Q3 25 | 1.23× | 0.19× | ||
| Q2 25 | 1.24× | 0.21× | ||
| Q1 25 | 1.26× | 0.27× | ||
| Q4 24 | 1.28× | 0.18× | ||
| Q3 24 | 1.39× | 0.17× | ||
| Q2 24 | 1.43× | 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 | $38.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 2.20× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CHEFRNR
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $483.0M | ||
| Q3 25 | $-8.7M | $1.6B | ||
| Q2 25 | $14.5M | $1.5B | ||
| Q1 25 | $49.6M | $157.8M | ||
| Q4 24 | $73.0M | $778.9M | ||
| Q3 24 | $19.8M | $1.5B | ||
| Q2 24 | $29.3M | $1.2B |
自由现金流CHEFRNR
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | — | ||
| Q3 25 | $-19.7M | — | ||
| Q2 25 | $4.5M | — | ||
| Q1 25 | $37.2M | — | ||
| Q4 24 | $64.6M | — | ||
| Q3 24 | $11.8M | — | ||
| Q2 24 | $13.3M | — |
自由现金流率CHEFRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | — | ||
| Q3 25 | -1.9% | — | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 3.9% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.4% | — |
资本支出强度CHEFRNR
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 1.7% | — |
现金转化率CHEFRNR
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | 0.64× | ||
| Q3 25 | -0.46× | 1.73× | ||
| Q2 25 | 0.68× | 1.76× | ||
| Q1 25 | 4.82× | 0.93× | ||
| Q4 24 | 3.05× | — | ||
| Q3 24 | 1.41× | 1.26× | ||
| Q2 24 | 1.89× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
