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Chord Energy Corp(CHRD)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Chord Energy Corp的1.9倍($2.2B vs $1.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 7.2%,领先16.3%),Chord Energy Corp同比增速更快(-19.6% vs -36.8%),过去两年Chord Energy Corp的营收复合增速更高(3.8% vs -11.9%)
Chord Energy Corp(前身为绿洲石油)是一家从事油气勘探、水力压裂业务的能源企业,核心运营区域位于美国北达科他州与蒙大拿州的威利斯顿盆地,注册地为特拉华州,总部设在得克萨斯州休斯敦,在北达科他州威利斯顿设有办事处。
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。
CHRD vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
CHRD
高出17.1%
-36.8%
净利率更高
RNR
高出16.3%
7.2%
两年增速更快
CHRD
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $84.4M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 7.9% | — |
| 净利率 | 7.2% | 23.5% |
| 营收同比 | -19.6% | -36.8% |
| 净利润同比 | -59.9% | 72.6% |
| 每股收益(稀释后) | $1.59 | $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
CHRD
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.3B | $2.8B |
净利润
CHRD
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $84.4M | $760.5M | ||
| Q3 25 | $130.1M | $916.5M | ||
| Q2 25 | $-389.9M | $835.4M | ||
| Q1 25 | $219.8M | $170.0M | ||
| Q4 24 | $210.6M | $-189.7M | ||
| Q3 24 | $225.3M | $1.2B | ||
| Q2 24 | $213.4M | $503.9M |
毛利率
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 74.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 77.3% | — | ||
| Q2 24 | — | — |
营业利润率
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 42.5% | ||
| Q3 25 | 13.0% | 46.3% | ||
| Q2 25 | -34.2% | 41.8% | ||
| Q1 25 | 27.8% | -2.0% | ||
| Q4 24 | 18.2% | -3.6% | ||
| Q3 24 | 18.8% | 43.7% | ||
| Q2 24 | 22.9% | 25.0% |
净利率
CHRD
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.2% | 25.6% | ||
| Q3 25 | 9.9% | 28.7% | ||
| Q2 25 | -33.0% | 26.1% | ||
| Q1 25 | 18.1% | 4.9% | ||
| Q4 24 | 14.5% | -8.3% | ||
| Q3 24 | 15.5% | 29.8% | ||
| Q2 24 | 16.9% | 17.8% |
每股收益(稀释后)
CHRD
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.59 | $16.16 | ||
| Q3 25 | $2.26 | $19.40 | ||
| Q2 25 | $-6.77 | $17.20 | ||
| Q1 25 | $3.66 | $3.27 | ||
| Q4 24 | $3.53 | $-3.76 | ||
| Q3 24 | $3.59 | $22.62 | ||
| Q2 24 | $4.25 | $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 | $189.5M | $1.6B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $8.1B | $4.3B |
| 总资产 | $13.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.18× | — |
8季度趋势,按日历期对齐
现金及短期投资
CHRD
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $189.5M | $1.7B | ||
| Q3 25 | $629.2M | $1.7B | ||
| Q2 25 | $40.5M | $1.4B | ||
| Q1 25 | $35.8M | $1.6B | ||
| Q4 24 | $37.0M | $1.7B | ||
| Q3 24 | $52.0M | $1.6B | ||
| Q2 24 | $197.4M | $1.6B |
总债务
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $918.9M | $2.3B | ||
| Q1 25 | $798.8M | $2.8B | ||
| Q4 24 | $842.6M | $1.9B | ||
| Q3 24 | $867.2M | $1.9B | ||
| Q2 24 | $1.0B | $2.0B |
股东权益
CHRD
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.1B | $11.6B | ||
| Q3 25 | $8.1B | $11.5B | ||
| Q2 25 | $8.1B | $10.8B | ||
| Q1 25 | $8.6B | $10.3B | ||
| Q4 24 | $8.7B | $10.6B | ||
| Q3 24 | $8.8B | $11.2B | ||
| Q2 24 | $8.8B | $10.2B |
总资产
CHRD
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.1B | $53.8B | ||
| Q3 25 | $13.1B | $54.5B | ||
| Q2 25 | $12.5B | $54.7B | ||
| Q1 25 | $13.1B | $53.6B | ||
| Q4 24 | $13.0B | $50.7B | ||
| Q3 24 | $13.0B | $52.8B | ||
| Q2 24 | $13.1B | $51.6B |
负债/权益比
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.18× | 0.20× | ||
| Q3 25 | 0.18× | 0.19× | ||
| Q2 25 | 0.11× | 0.21× | ||
| Q1 25 | 0.09× | 0.27× | ||
| Q4 24 | 0.10× | 0.18× | ||
| Q3 24 | 0.10× | 0.17× | ||
| Q2 24 | 0.12× | 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 | $405.0M | — |
| 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 | — | — |
| 现金转化率经营现金流/净利润 | 4.80× | — |
| 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
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | $405.0M | $483.0M | ||
| Q3 25 | $559.0M | $1.6B | ||
| Q2 25 | $419.8M | $1.5B | ||
| Q1 25 | $656.9M | $157.8M | ||
| Q4 24 | $566.5M | $778.9M | ||
| Q3 24 | $663.2M | $1.5B | ||
| Q2 24 | $460.9M | $1.2B |
现金转化率
CHRD
RNR
| Q1 26 | — | — | ||
| Q4 25 | 4.80× | 0.64× | ||
| Q3 25 | 4.30× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 2.99× | 0.93× | ||
| Q4 24 | 2.69× | — | ||
| Q3 24 | 2.94× | 1.26× | ||
| Q2 24 | 2.16× | 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
CHRD
| Oil Production | $801.0M | 68% |
| Purchased Oil Sales | $285.8M | 24% |
| Natural Gas And Natural Gas Liquid Services | $75.6M | 6% |
| Purchased Gas Sales | $7.0M | 1% |
RNR
暂无分部数据