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COHERENT CORP.（COHR）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COHERENT CORP.的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 8.7%，领先14.8%），COHERENT CORP.同比增速更快（17.5% vs -36.8%），过去两年COHERENT CORP.的营收复合增速更高（18.1% vs -11.9%）
Coherent Corp.是美国专业光学材料与半导体生产商，2023年全球员工规模达26622人。2022年原II-VI公司收购激光制造商Coherent, Inc.后更名为现名，产品广泛应用于通信、工业、医疗等众多领域。
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。
COHR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
COHR
高出54.2%
-36.8%
净利率更高
RNR
高出14.8%
8.7%
两年增速更快
COHR
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $146.7M | $515.8M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 10.0% | — |
| 净利率 | 8.7% | 23.5% |
| 营收同比 | 17.5% | -36.8% |
| 净利润同比 | 41.9% | 72.6% |
| 每股收益（稀释后） | $0.76 | $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COHRRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.3B | $2.8B |
净利润COHRRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $146.7M | $760.5M | ||
| Q3 25 | $226.3M | $916.5M | ||
| Q2 25 | $-95.6M | $835.4M | ||
| Q1 25 | $15.7M | $170.0M | ||
| Q4 24 | $103.4M | $-189.7M | ||
| Q3 24 | $25.9M | $1.2B | ||
| Q2 24 | $-48.4M | $503.9M |
毛利率COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | 36.9% | — | ||
| Q3 25 | 36.6% | — | ||
| Q2 25 | 35.7% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 35.5% | — | ||
| Q3 24 | 34.1% | — | ||
| Q2 24 | 32.9% | — |
营业利润率COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 42.5% | ||
| Q3 25 | 13.7% | 46.3% | ||
| Q2 25 | -4.1% | 41.8% | ||
| Q1 25 | 0.7% | -2.0% | ||
| Q4 24 | 9.0% | -3.6% | ||
| Q3 24 | 1.4% | 43.7% | ||
| Q2 24 | 4.8% | 25.0% |
净利率COHRRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.7% | 25.6% | ||
| Q3 25 | 14.3% | 28.7% | ||
| Q2 25 | -6.3% | 26.1% | ||
| Q1 25 | 1.0% | 4.9% | ||
| Q4 24 | 7.2% | -8.3% | ||
| Q3 24 | 1.9% | 29.8% | ||
| Q2 24 | -3.7% | 17.8% |
每股收益（稀释后）COHRRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.76 | $16.16 | ||
| Q3 25 | $1.19 | $19.40 | ||
| Q2 25 | $-0.81 | $17.20 | ||
| Q1 25 | $-0.11 | $3.27 | ||
| Q4 24 | $0.44 | $-3.76 | ||
| Q3 24 | $-0.04 | $22.62 | ||
| Q2 24 | $-0.52 | $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 | $863.7M | $1.6B |
| 总债务越低越好 | $3.4B | — |
| 股东权益账面价值 | $8.5B | $4.3B |
| 总资产 | $15.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.39× | — |
8季度趋势，按日历期对齐
现金及短期投资COHRRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $863.7M | $1.7B | ||
| Q3 25 | $852.8M | $1.7B | ||
| Q2 25 | $909.2M | $1.4B | ||
| Q1 25 | $890.3M | $1.6B | ||
| Q4 24 | $917.8M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $926.0M | $1.6B |
总债务COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.4B | $2.3B | ||
| Q3 25 | $3.3B | $2.2B | ||
| Q2 25 | $3.7B | $2.3B | ||
| Q1 25 | $3.7B | $2.8B | ||
| Q4 24 | $3.9B | $1.9B | ||
| Q3 24 | $4.0B | $1.9B | ||
| Q2 24 | $4.1B | $2.0B |
股东权益COHRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.5B | $11.6B | ||
| Q3 25 | $5.8B | $11.5B | ||
| Q2 25 | $5.6B | $10.8B | ||
| Q1 25 | $5.4B | $10.3B | ||
| Q4 24 | $5.2B | $10.6B | ||
| Q3 24 | $5.5B | $11.2B | ||
| Q2 24 | $5.2B | $10.2B |
总资产COHRRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $15.1B | $53.8B | ||
| Q3 25 | $14.7B | $54.5B | ||
| Q2 25 | $14.9B | $54.7B | ||
| Q1 25 | $14.4B | $53.6B | ||
| Q4 24 | $14.2B | $50.7B | ||
| Q3 24 | $14.7B | $52.8B | ||
| Q2 24 | $14.5B | $51.6B |
负债/权益比COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 0.20× | ||
| Q3 25 | 0.57× | 0.19× | ||
| Q2 25 | 0.65× | 0.21× | ||
| Q1 25 | 0.70× | 0.27× | ||
| Q4 24 | 0.75× | 0.18× | ||
| Q3 24 | 0.73× | 0.17× | ||
| Q2 24 | 0.79× | 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 | $57.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-95.7M | — |
| 自由现金流率自由现金流/营收 | -5.7% | — |
| 资本支出强度资本支出/营收 | 9.1% | — |
| 现金转化率经营现金流/净利润 | 0.39× | — |
| 过去12个月自由现金流最近4个季度 | $-103.6M | — |
8季度趋势，按日历期对齐
经营现金流COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | $57.9M | $483.0M | ||
| Q3 25 | $46.0M | $1.6B | ||
| Q2 25 | $130.3M | $1.5B | ||
| Q1 25 | $163.0M | $157.8M | ||
| Q4 24 | $187.4M | $778.9M | ||
| Q3 24 | $153.0M | $1.5B | ||
| Q2 24 | $162.3M | $1.2B |
自由现金流COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | $-95.7M | — | ||
| Q3 25 | $-58.0M | — | ||
| Q2 25 | $-1.1M | — | ||
| Q1 25 | $51.1M | — | ||
| Q4 24 | $81.7M | — | ||
| Q3 24 | $61.0M | — | ||
| Q2 24 | $62.4M | — |
自由现金流率COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | -5.7% | — | ||
| Q3 25 | -3.7% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 3.4% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | 4.7% | — |
资本支出强度COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | — | ||
| Q3 25 | 6.6% | — | ||
| Q2 25 | 8.6% | — | ||
| Q1 25 | 7.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 7.6% | — |
现金转化率COHRRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.39× | 0.64× | ||
| Q3 25 | 0.20× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 10.37× | 0.93× | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 5.91× | 1.26× | ||
| Q2 24 | — | 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
COHR
| Datacenter And Communications Segment | $1.2B | 72% |
| Industrial Segment | $477.7M | 28% |
RNR
暂无分部数据
