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Core & Main, Inc.（CNM）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Core & Main, Inc.的1.1倍（$2.2B vs $2.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 6.6%，领先16.9%），Core & Main, Inc.同比增速更快（0.0% vs -36.8%），过去两年Core & Main, Inc.的营收复合增速更高（19.7% vs -11.9%）
Core & Main, Inc.总部位于美国密苏里州圣路易斯，是美国专业的水务及相关防护产品分销商，主营供水、污水处理、雨水排放、消防防护类产品，客户覆盖市政部门、私营水务企业及专业承包商，在全美49个州设有370个分支机构，服务6万客户，在售产品达22.5万种。
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。
CNM vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$2.1B
营收增速更快
CNM
高出36.8%
-36.8%
净利率更高
RNR
高出16.9%
6.6%
两年增速更快
CNM
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $137.0M | $515.8M |
| 毛利率 | 27.2% | — |
| 营业利润率 | 10.7% | — |
| 净利率 | 6.6% | 23.5% |
| 营收同比 | 0.0% | -36.8% |
| 净利润同比 | 0.0% | 72.6% |
| 每股收益（稀释后） | $0.72 | $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CNMRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.7B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
净利润CNMRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $137.0M | $760.5M | ||
| Q3 25 | $134.0M | $916.5M | ||
| Q2 25 | $100.0M | $835.4M | ||
| Q1 25 | $64.0M | $170.0M | ||
| Q4 24 | $133.0M | $-189.7M | ||
| Q3 24 | $119.0M | $1.2B | ||
| Q2 24 | $95.0M | $503.9M |
毛利率CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | 27.2% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 26.7% | — | ||
| Q1 25 | 26.6% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 26.4% | — | ||
| Q2 24 | 26.9% | — |
营业利润率CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.7% | 42.5% | ||
| Q3 25 | 10.2% | 46.3% | ||
| Q2 25 | 8.9% | 41.8% | ||
| Q1 25 | 7.3% | -2.0% | ||
| Q4 24 | 10.9% | -3.6% | ||
| Q3 24 | 10.4% | 43.7% | ||
| Q2 24 | 9.6% | 25.0% |
净利率CNMRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 6.6% | 25.6% | ||
| Q3 25 | 6.4% | 28.7% | ||
| Q2 25 | 5.2% | 26.1% | ||
| Q1 25 | 3.8% | 4.9% | ||
| Q4 24 | 6.5% | -8.3% | ||
| Q3 24 | 6.1% | 29.8% | ||
| Q2 24 | 5.5% | 17.8% |
每股收益（稀释后）CNMRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.72 | $16.16 | ||
| Q3 25 | $0.70 | $19.40 | ||
| Q2 25 | $0.52 | $17.20 | ||
| Q1 25 | $0.34 | $3.27 | ||
| Q4 24 | $0.69 | $-3.76 | ||
| Q3 24 | $0.61 | $22.62 | ||
| Q2 24 | $0.49 | $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 | $89.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $4.3B |
| 总资产 | $6.3B | $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CNMRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $89.0M | $1.7B | ||
| Q3 25 | $25.0M | $1.7B | ||
| Q2 25 | $8.0M | $1.4B | ||
| Q1 25 | $8.0M | $1.6B | ||
| Q4 24 | $10.0M | $1.7B | ||
| Q3 24 | $13.0M | $1.6B | ||
| Q2 24 | $30.0M | $1.6B |
总债务CNMRNR
| 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CNMRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.0B | $11.6B | ||
| Q3 25 | $1.9B | $11.5B | ||
| Q2 25 | $1.7B | $10.8B | ||
| Q1 25 | $1.7B | $10.3B | ||
| Q4 24 | $1.7B | $10.6B | ||
| Q3 24 | $1.6B | $11.2B | ||
| Q2 24 | $1.6B | $10.2B |
总资产CNMRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $6.3B | $53.8B | ||
| Q3 25 | $6.3B | $54.5B | ||
| Q2 25 | $6.3B | $54.7B | ||
| Q1 25 | $5.9B | $53.6B | ||
| Q4 24 | $6.2B | $50.7B | ||
| Q3 24 | $6.1B | $52.8B | ||
| Q2 24 | $6.0B | $51.6B |
负债/权益比CNMRNR
| 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 | $271.0M | — |
| 自由现金流经营现金流 - 资本支出 | $263.0M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 0.4% | — |
| 现金转化率经营现金流/净利润 | 1.98× | — |
| 过去12个月自由现金流最近4个季度 | $575.0M | — |
8季度趋势，按日历期对齐
经营现金流CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | $271.0M | $483.0M | ||
| Q3 25 | $34.0M | $1.6B | ||
| Q2 25 | $77.0M | $1.5B | ||
| Q1 25 | $235.0M | $157.8M | ||
| Q4 24 | $260.0M | $778.9M | ||
| Q3 24 | $48.0M | $1.5B | ||
| Q2 24 | $78.0M | $1.2B |
自由现金流CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | $263.0M | — | ||
| Q3 25 | $24.0M | — | ||
| Q2 25 | $64.0M | — | ||
| Q1 25 | $224.0M | — | ||
| Q4 24 | $252.0M | — | ||
| Q3 24 | $39.0M | — | ||
| Q2 24 | $71.0M | — |
自由现金流率CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.8% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 13.2% | — | ||
| Q4 24 | 12.4% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 4.1% | — |
资本支出强度CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — |
现金转化率CNMRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.98× | 0.64× | ||
| Q3 25 | 0.25× | 1.73× | ||
| Q2 25 | 0.77× | 1.76× | ||
| Q1 25 | 3.67× | 0.93× | ||
| Q4 24 | 1.95× | — | ||
| Q3 24 | 0.40× | 1.26× | ||
| Q2 24 | 0.82× | 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
CNM
| Pipes Valves And Fitting Products | $1.4B | 67% |
| Storm Drainage Products | $333.0M | 16% |
| Meter Products | $195.0M | 9% |
| Fire Protection Products | $152.0M | 7% |
RNR
暂无分部数据
