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Chewy, Inc.（CHWY）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
Chewy, Inc.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.9%，领先21.6%），Chewy, Inc.同比增速更快（8.3% vs -36.8%），过去两年Chewy, Inc.的营收复合增速更高（4.6% vs -11.9%）
Chewy Inc.是总部位于美国佛罗里达州普兰泰申的宠物用品线上零售商，主营宠物食品及各类宠物相关产品，2019年于纽约证券交易所挂牌上市，股票代码CHWY，是北美知名的宠物电商平台，为宠物主提供丰富可靠的一站式宠物消费选购服务。
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。
CHWY vs RNR — 直观对比
营收规模更大
CHWY
是对方的1.4倍
$2.2B
营收增速更快
CHWY
高出45.1%
-36.8%
净利率更高
RNR
高出21.6%
1.9%
两年增速更快
CHWY
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $59.2M | $515.8M |
| 毛利率 | 29.8% | — |
| 营业利润率 | 2.1% | — |
| 净利率 | 1.9% | 23.5% |
| 营收同比 | 8.3% | -36.8% |
| 净利润同比 | 1405.6% | 72.6% |
| 每股收益（稀释后） | $0.14 | $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CHWYRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $2.9B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润CHWYRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $59.2M | $760.5M | ||
| Q3 25 | $62.0M | $916.5M | ||
| Q2 25 | $62.4M | $835.4M | ||
| Q1 25 | $22.8M | $170.0M | ||
| Q4 24 | $3.9M | $-189.7M | ||
| Q3 24 | $299.1M | $1.2B | ||
| Q2 24 | $66.9M | $503.9M |
毛利率CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | 29.8% | — | ||
| Q3 25 | 30.4% | — | ||
| Q2 25 | 29.6% | — | ||
| Q1 25 | 28.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 29.5% | — | ||
| Q2 24 | 29.7% | — |
营业利润率CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 42.5% | ||
| Q3 25 | 2.2% | 46.3% | ||
| Q2 25 | 2.5% | 41.8% | ||
| Q1 25 | -0.3% | -2.0% | ||
| Q4 24 | 0.9% | -3.6% | ||
| Q3 24 | 1.1% | 43.7% | ||
| Q2 24 | 2.2% | 25.0% |
净利率CHWYRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 1.9% | 25.6% | ||
| Q3 25 | 2.0% | 28.7% | ||
| Q2 25 | 2.0% | 26.1% | ||
| Q1 25 | 0.7% | 4.9% | ||
| Q4 24 | 0.1% | -8.3% | ||
| Q3 24 | 10.5% | 29.8% | ||
| Q2 24 | 2.3% | 17.8% |
每股收益（稀释后）CHWYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.14 | $16.16 | ||
| Q3 25 | $0.14 | $19.40 | ||
| Q2 25 | $0.15 | $17.20 | ||
| Q1 25 | $0.07 | $3.27 | ||
| Q4 24 | $0.01 | $-3.76 | ||
| Q3 24 | $0.68 | $22.62 | ||
| Q2 24 | $0.15 | $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 | $701.5M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $469.4M | $4.3B |
| 总资产 | $3.3B | $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CHWYRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $701.5M | $1.7B | ||
| Q3 25 | $591.8M | $1.7B | ||
| Q2 25 | $616.4M | $1.4B | ||
| Q1 25 | $596.7M | $1.6B | ||
| Q4 24 | $507.5M | $1.7B | ||
| Q3 24 | $695.0M | $1.6B | ||
| Q2 24 | $1.1B | $1.6B |
总债务CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益CHWYRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $469.4M | $11.6B | ||
| Q3 25 | $389.9M | $11.5B | ||
| Q2 25 | $375.6M | $10.8B | ||
| Q1 25 | $261.5M | $10.3B | ||
| Q4 24 | $223.4M | $10.6B | ||
| Q3 24 | $486.7M | $11.2B | ||
| Q2 24 | $642.9M | $10.2B |
总资产CHWYRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.3B | $53.8B | ||
| Q3 25 | $3.1B | $54.5B | ||
| Q2 25 | $3.1B | $54.7B | ||
| Q1 25 | $3.0B | $53.6B | ||
| Q4 24 | $3.0B | $50.7B | ||
| Q3 24 | $3.1B | $52.8B | ||
| Q2 24 | $3.2B | $51.6B |
负债/权益比CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 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 | $207.9M | — |
| 自由现金流经营现金流 - 资本支出 | $175.8M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 3.51× | — |
| 过去12个月自由现金流最近4个季度 | $487.0M | — |
8季度趋势，按日历期对齐
经营现金流CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | $207.9M | $483.0M | ||
| Q3 25 | $133.9M | $1.6B | ||
| Q2 25 | $86.4M | $1.5B | ||
| Q1 25 | $207.5M | $157.8M | ||
| Q4 24 | $183.5M | $778.9M | ||
| Q3 24 | $123.4M | $1.5B | ||
| Q2 24 | $81.9M | $1.2B |
自由现金流CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | $175.8M | — | ||
| Q3 25 | $105.9M | — | ||
| Q2 25 | $48.7M | — | ||
| Q1 25 | $156.6M | — | ||
| Q4 24 | $151.8M | — | ||
| Q3 24 | $91.5M | — | ||
| Q2 24 | $52.6M | — |
自由现金流率CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 5.3% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 1.8% | — |
资本支出强度CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.1% | — | ||
| Q2 24 | 1.0% | — |
现金转化率CHWYRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 0.64× | ||
| Q3 25 | 2.16× | 1.73× | ||
| Q2 25 | 1.38× | 1.76× | ||
| Q1 25 | 9.10× | 0.93× | ||
| Q4 24 | 46.66× | — | ||
| Q3 24 | 0.41× | 1.26× | ||
| Q2 24 | 1.22× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
