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Cheniere Energy Partners, L.P.(CQP)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
Cheniere Energy Partners, L.P.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍($2.9B vs $2.2B),Cheniere Energy Partners, L.P.净利率更高(44.2% vs 23.5%,领先20.7%),Cheniere Energy Partners, L.P.同比增速更快(18.3% vs -36.8%),过去两年Cheniere Energy Partners, L.P.的营收复合增速更高(12.6% vs -11.9%)
本公司为油气领域经营主体,营收数据以十亿美元为统计单位,通常由企业自行披露,同时也会由中立可靠的权威媒体公开报道。受汇率波动、合同结算、年中产品或服务调整等因素影响,已发布数据后续可能进行修订或重述。除特殊说明外,财年区间为每年1月1日至12月31日。
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。
CQP vs RNR — 直观对比
营收规模更大
CQP
是对方的1.3倍
$2.2B
营收增速更快
CQP
高出55.0%
-36.8%
净利率更高
CQP
高出20.7%
23.5%
两年增速更快
CQP
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $2.2B |
| 净利润 | $1.3B | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 50.5% | — |
| 净利率 | 44.2% | 23.5% |
| 营收同比 | 18.3% | -36.8% |
| 净利润同比 | 106.6% | 72.6% |
| 每股收益(稀释后) | — | $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
CQP
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $2.4B | $3.2B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $2.5B | $2.3B | ||
| Q3 24 | $2.1B | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
净利润
CQP
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $1.3B | $760.5M | ||
| Q3 25 | $506.0M | $916.5M | ||
| Q2 25 | $553.0M | $835.4M | ||
| Q1 25 | $641.0M | $170.0M | ||
| Q4 24 | $623.0M | $-189.7M | ||
| Q3 24 | $635.0M | $1.2B | ||
| Q2 24 | $570.0M | $503.9M |
营业利润率
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | 50.5% | 42.5% | ||
| Q3 25 | 29.0% | 46.3% | ||
| Q2 25 | 29.1% | 41.8% | ||
| Q1 25 | 27.6% | -2.0% | ||
| Q4 24 | 33.0% | -3.6% | ||
| Q3 24 | 40.2% | 43.7% | ||
| Q2 24 | 40.4% | 25.0% |
净利率
CQP
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 44.2% | 25.6% | ||
| Q3 25 | 21.0% | 28.7% | ||
| Q2 25 | 22.5% | 26.1% | ||
| Q1 25 | 21.4% | 4.9% | ||
| Q4 24 | 25.3% | -8.3% | ||
| Q3 24 | 30.9% | 29.8% | ||
| Q2 24 | 30.1% | 17.8% |
每股收益(稀释后)
CQP
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $182.0M | $1.6B |
| 总债务越低越好 | $14.2B | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $17.4B | $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
CQP
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $182.0M | $1.7B | ||
| Q3 25 | $121.0M | $1.7B | ||
| Q2 25 | $108.0M | $1.4B | ||
| Q1 25 | $94.0M | $1.6B | ||
| Q4 24 | $270.0M | $1.7B | ||
| Q3 24 | $331.0M | $1.6B | ||
| Q2 24 | $351.0M | $1.6B |
总债务
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | $14.2B | $2.3B | ||
| Q3 25 | $14.2B | $2.2B | ||
| Q2 25 | $14.2B | $2.3B | ||
| Q1 25 | $14.7B | $2.8B | ||
| Q4 24 | $14.8B | $1.9B | ||
| Q3 24 | $14.8B | $1.9B | ||
| Q2 24 | $14.8B | $2.0B |
股东权益
CQP
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $10.2B |
总资产
CQP
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $17.4B | $53.8B | ||
| Q3 25 | $16.8B | $54.5B | ||
| Q2 25 | $16.9B | $54.7B | ||
| Q1 25 | $17.1B | $53.6B | ||
| Q4 24 | $17.5B | $50.7B | ||
| Q3 24 | $17.4B | $52.8B | ||
| Q2 24 | $17.5B | $51.6B |
负债/权益比
CQP
RNR
| 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 | $887.0M | — |
| 自由现金流经营现金流 - 资本支出 | $864.0M | — |
| 自由现金流率自由现金流/营收 | 29.7% | — |
| 资本支出强度资本支出/营收 | 0.8% | — |
| 现金转化率经营现金流/净利润 | 0.69× | — |
| 过去12个月自由现金流最近4个季度 | $2.6B | — |
8季度趋势,按日历期对齐
经营现金流
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | $887.0M | $483.0M | ||
| Q3 25 | $658.0M | $1.6B | ||
| Q2 25 | $558.0M | $1.5B | ||
| Q1 25 | $665.0M | $157.8M | ||
| Q4 24 | $876.0M | $778.9M | ||
| Q3 24 | $691.0M | $1.5B | ||
| Q2 24 | $732.0M | $1.2B |
自由现金流
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | $864.0M | — | ||
| Q3 25 | $610.0M | — | ||
| Q2 25 | $490.0M | — | ||
| Q1 25 | $605.0M | — | ||
| Q4 24 | $827.0M | — | ||
| Q3 24 | $652.0M | — | ||
| Q2 24 | $702.0M | — |
自由现金流率
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | 29.7% | — | ||
| Q3 25 | 25.4% | — | ||
| Q2 25 | 20.0% | — | ||
| Q1 25 | 20.2% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 31.7% | — | ||
| Q2 24 | 37.1% | — |
资本支出强度
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 1.6% | — |
现金转化率
CQP
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.69× | 0.64× | ||
| Q3 25 | 1.30× | 1.73× | ||
| Q2 25 | 1.01× | 1.76× | ||
| Q1 25 | 1.04× | 0.93× | ||
| Q4 24 | 1.41× | — | ||
| Q3 24 | 1.09× | 1.26× | ||
| Q2 24 | 1.28× | 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
CQP
| Liquefied Natural Gas | $2.9B | 98% |
| Regasification Service | $34.0M | 1% |
| Other | $17.0M | 1% |
RNR
暂无分部数据