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C.H. Robinson（CHRW）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
C.H. Robinson的季度营收约是RENAISSANCERE HOLDINGS LTD的1.8倍（$3.9B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.5%，领先20.0%），C.H. Robinson同比增速更快（-6.5% vs -36.8%），过去两年C.H. Robinson的营收复合增速更高（-5.8% vs -11.9%）
C.H. Robinson是美国知名第三方物流与运输服务企业，业务涵盖货运代理、运输管理、中介经纪及仓储服务，可提供整车、零担、空运、多式联运、海运等多种运输解决方案，满足全球客户差异化物流需求。
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。
CHRW vs RNR — 直观对比
营收规模更大
CHRW
是对方的1.8倍
$2.2B
营收增速更快
CHRW
高出30.3%
-36.8%
净利率更高
RNR
高出20.0%
3.5%
两年增速更快
CHRW
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $2.2B |
| 净利润 | $136.3M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.6% | — |
| 净利率 | 3.5% | 23.5% |
| 营收同比 | -6.5% | -36.8% |
| 净利润同比 | -8.7% | 72.6% |
| 每股收益（稀释后） | $1.12 | $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CHRWRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.9B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $4.1B | $3.2B | ||
| Q1 25 | $4.0B | $3.5B | ||
| Q4 24 | $4.2B | $2.3B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.5B | $2.8B |
净利润CHRWRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $136.3M | $760.5M | ||
| Q3 25 | $163.0M | $916.5M | ||
| Q2 25 | $152.5M | $835.4M | ||
| Q1 25 | $135.3M | $170.0M | ||
| Q4 24 | $149.3M | $-189.7M | ||
| Q3 24 | $97.2M | $1.2B | ||
| Q2 24 | $126.3M | $503.9M |
营业利润率CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | 42.5% | ||
| Q3 25 | 5.3% | 46.3% | ||
| Q2 25 | 5.2% | 41.8% | ||
| Q1 25 | 4.4% | -2.0% | ||
| Q4 24 | 4.4% | -3.6% | ||
| Q3 24 | 3.9% | 43.7% | ||
| Q2 24 | 4.0% | 25.0% |
净利率CHRWRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.5% | 25.6% | ||
| Q3 25 | 3.9% | 28.7% | ||
| Q2 25 | 3.7% | 26.1% | ||
| Q1 25 | 3.3% | 4.9% | ||
| Q4 24 | 3.6% | -8.3% | ||
| Q3 24 | 2.1% | 29.8% | ||
| Q2 24 | 2.8% | 17.8% |
每股收益（稀释后）CHRWRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.12 | $16.16 | ||
| Q3 25 | $1.34 | $19.40 | ||
| Q2 25 | $1.26 | $17.20 | ||
| Q1 25 | $1.11 | $3.27 | ||
| Q4 24 | $1.23 | $-3.76 | ||
| Q3 24 | $0.80 | $22.62 | ||
| Q2 24 | $1.05 | $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 | $160.9M | $1.6B |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $1.8B | $4.3B |
| 总资产 | $5.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.59× | — |
8季度趋势，按日历期对齐
现金及短期投资CHRWRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $160.9M | $1.7B | ||
| Q3 25 | $136.8M | $1.7B | ||
| Q2 25 | $156.0M | $1.4B | ||
| Q1 25 | $129.9M | $1.6B | ||
| Q4 24 | $145.8M | $1.7B | ||
| Q3 24 | $131.7M | $1.6B | ||
| Q2 24 | $113.2M | $1.6B |
总债务CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.6B | $1.9B | ||
| Q2 24 | $1.6B | $2.0B |
股东权益CHRWRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.8B | $11.6B | ||
| Q3 25 | $1.9B | $11.5B | ||
| Q2 25 | $1.8B | $10.8B | ||
| Q1 25 | $1.7B | $10.3B | ||
| Q4 24 | $1.7B | $10.6B | ||
| Q3 24 | $1.6B | $11.2B | ||
| Q2 24 | $1.5B | $10.2B |
总资产CHRWRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.1B | $53.8B | ||
| Q3 25 | $5.2B | $54.5B | ||
| Q2 25 | $5.3B | $54.7B | ||
| Q1 25 | $5.2B | $53.6B | ||
| Q4 24 | $5.3B | $50.7B | ||
| Q3 24 | $5.6B | $52.8B | ||
| Q2 24 | $5.5B | $51.6B |
负债/权益比CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.59× | 0.20× | ||
| Q3 25 | 0.64× | 0.19× | ||
| Q2 25 | 0.76× | 0.21× | ||
| Q1 25 | 0.80× | 0.27× | ||
| Q4 24 | 0.80× | 0.18× | ||
| Q3 24 | 0.95× | 0.17× | ||
| Q2 24 | 1.07× | 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 | $305.4M | — |
| 自由现金流经营现金流 - 资本支出 | $302.4M | — |
| 自由现金流率自由现金流/营收 | 7.7% | — |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | 2.24× | — |
| 过去12个月自由现金流最近4个季度 | $894.9M | — |
8季度趋势，按日历期对齐
经营现金流CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | $305.4M | $483.0M | ||
| Q3 25 | $275.4M | $1.6B | ||
| Q2 25 | $227.1M | $1.5B | ||
| Q1 25 | $106.5M | $157.8M | ||
| Q4 24 | $267.9M | $778.9M | ||
| Q3 24 | $108.1M | $1.5B | ||
| Q2 24 | $166.4M | $1.2B |
自由现金流CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | $302.4M | — | ||
| Q3 25 | $269.5M | — | ||
| Q2 25 | $219.8M | — | ||
| Q1 25 | $103.2M | — | ||
| Q4 24 | $265.3M | — | ||
| Q3 24 | $103.3M | — | ||
| Q2 24 | $159.8M | — |
自由现金流率CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.7% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 3.6% | — |
资本支出强度CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | 0.1% | — | ||
| Q2 24 | 0.1% | — |
现金转化率CHRWRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.24× | 0.64× | ||
| Q3 25 | 1.69× | 1.73× | ||
| Q2 25 | 1.49× | 1.76× | ||
| Q1 25 | 0.79× | 0.93× | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | 1.11× | 1.26× | ||
| Q2 24 | 1.32× | 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
CHRW
| North American Service Transportation NAST | $2.8B | 72% |
| Global Forwarding | $731.0M | 19% |
| Sourcing | $340.9M | 9% |
RNR
暂无分部数据
