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CSX Corporation（CSX）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
CSX Corporation的季度营收约是RENAISSANCERE HOLDINGS LTD的1.6倍（$3.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 23.2%，领先0.3%），CSX Corporation同比增速更快（1.7% vs -36.8%），过去两年CSX Corporation的营收复合增速更高（-3.0% vs -11.9%）
CSX运输是美国一级货运铁路企业，业务覆盖美国东部区域及加拿大安大略省、魁北克省，运营铁路总里程约3.4万公里，隶属于总部位于佛罗里达州杰克逊维尔市的财富500强企业CSX Corporation，是其旗下核心子公司。
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。
CSX vs RNR — 直观对比
营收规模更大
CSX
是对方的1.6倍
$2.2B
营收增速更快
CSX
高出38.5%
-36.8%
净利率更高
RNR
高出0.3%
23.2%
两年增速更快
CSX
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.2B |
| 净利润 | $807.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 36.0% | — |
| 净利率 | 23.2% | 23.5% |
| 营收同比 | 1.7% | -36.8% |
| 净利润同比 | 24.9% | 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CSXRNR
| Q1 26 | $3.5B | $2.2B | ||
| Q4 25 | $3.5B | $3.0B | ||
| Q3 25 | $3.6B | $3.2B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.4B | $3.5B | ||
| Q4 24 | $3.5B | $2.3B | ||
| Q3 24 | $3.6B | $4.0B | ||
| Q2 24 | $3.7B | $2.8B |
净利润CSXRNR
| Q1 26 | $807.0M | $515.8M | ||
| Q4 25 | $720.0M | $760.5M | ||
| Q3 25 | $694.0M | $916.5M | ||
| Q2 25 | $829.0M | $835.4M | ||
| Q1 25 | $646.0M | $170.0M | ||
| Q4 24 | $720.0M | $-189.7M | ||
| Q3 24 | $894.0M | $1.2B | ||
| Q2 24 | $963.0M | $503.9M |
营业利润率CSXRNR
| Q1 26 | 36.0% | — | ||
| Q4 25 | 31.6% | 42.5% | ||
| Q3 25 | 30.3% | 46.3% | ||
| Q2 25 | 35.9% | 41.8% | ||
| Q1 25 | 30.4% | -2.0% | ||
| Q4 24 | 30.8% | -3.6% | ||
| Q3 24 | 37.4% | 43.7% | ||
| Q2 24 | 39.1% | 25.0% |
净利率CSXRNR
| Q1 26 | 23.2% | 23.5% | ||
| Q4 25 | 20.5% | 25.6% | ||
| Q3 25 | 19.3% | 28.7% | ||
| Q2 25 | 23.2% | 26.1% | ||
| Q1 25 | 18.9% | 4.9% | ||
| Q4 24 | 20.3% | -8.3% | ||
| Q3 24 | 24.7% | 29.8% | ||
| Q2 24 | 26.0% | 17.8% |
每股收益（稀释后）CSXRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.39 | $16.16 | ||
| Q3 25 | $0.37 | $19.40 | ||
| Q2 25 | $0.44 | $17.20 | ||
| Q1 25 | $0.34 | $3.27 | ||
| Q4 24 | $0.38 | $-3.76 | ||
| Q3 24 | $0.46 | $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 | $1.1B | $1.6B |
| 总债务越低越好 | $18.9B | — |
| 股东权益账面价值 | $13.6B | $4.3B |
| 总资产 | $44.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.39× | — |
8季度趋势，按日历期对齐
现金及短期投资CSXRNR
| Q1 26 | $1.1B | $1.6B | ||
| Q4 25 | $5.0M | $1.7B | ||
| Q3 25 | $6.0M | $1.7B | ||
| Q2 25 | $6.0M | $1.4B | ||
| Q1 25 | $8.0M | $1.6B | ||
| Q4 24 | $72.0M | $1.7B | ||
| Q3 24 | $12.0M | $1.6B | ||
| Q2 24 | $4.0M | $1.6B |
总债务CSXRNR
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $2.3B | ||
| Q3 25 | $18.6B | $2.2B | ||
| Q2 25 | $18.6B | $2.3B | ||
| Q1 25 | $18.5B | $2.8B | ||
| Q4 24 | $17.9B | $1.9B | ||
| Q3 24 | $18.5B | $1.9B | ||
| Q2 24 | $18.0B | $2.0B |
股东权益CSXRNR
| Q1 26 | $13.6B | $4.3B | ||
| Q4 25 | $13.2B | $11.6B | ||
| Q3 25 | $12.8B | $11.5B | ||
| Q2 25 | $12.4B | $10.8B | ||
| Q1 25 | $12.2B | $10.3B | ||
| Q4 24 | $12.5B | $10.6B | ||
| Q3 24 | $12.9B | $11.2B | ||
| Q2 24 | $12.6B | $10.2B |
总资产CSXRNR
| Q1 26 | $44.2B | $53.7B | ||
| Q4 25 | $43.7B | $53.8B | ||
| Q3 25 | $43.3B | $54.5B | ||
| Q2 25 | $42.9B | $54.7B | ||
| Q1 25 | $43.2B | $53.6B | ||
| Q4 24 | $42.8B | $50.7B | ||
| Q3 24 | $43.1B | $52.8B | ||
| Q2 24 | $42.4B | $51.6B |
负债/权益比CSXRNR
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 0.20× | ||
| Q3 25 | 1.45× | 0.19× | ||
| Q2 25 | 1.50× | 0.21× | ||
| Q1 25 | 1.52× | 0.27× | ||
| Q4 24 | 1.43× | 0.18× | ||
| Q3 24 | 1.43× | 0.17× | ||
| Q2 24 | 1.42× | 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 | $1.3B | — |
| 自由现金流经营现金流 - 资本支出 | $793.0M | — |
| 自由现金流率自由现金流/营收 | 22.8% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.58× | — |
| 过去12个月自由现金流最近4个季度 | $2.0B | — |
8季度趋势，按日历期对齐
经营现金流CSXRNR
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $483.0M | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $635.0M | $1.5B | ||
| Q1 25 | $1.3B | $157.8M | ||
| Q4 24 | $1.4B | $778.9M | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.1B | $1.2B |
自由现金流CSXRNR
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | — | ||
| Q3 25 | $607.0M | — | ||
| Q2 25 | $-141.0M | — | ||
| Q1 25 | $536.0M | — | ||
| Q4 24 | $550.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $547.0M | — |
自由现金流率CSXRNR
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | -3.9% | — | ||
| Q1 25 | 15.7% | — | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度CSXRNR
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 20.4% | — | ||
| Q2 25 | 21.7% | — | ||
| Q1 25 | 21.0% | — | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 17.3% | — | ||
| Q2 24 | 14.6% | — |
现金转化率CSXRNR
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 0.64× | ||
| Q3 25 | 1.93× | 1.73× | ||
| Q2 25 | 0.77× | 1.76× | ||
| Q1 25 | 1.94× | 0.93× | ||
| Q4 24 | 1.93× | — | ||
| Q3 24 | 1.89× | 1.26× | ||
| Q2 24 | 1.13× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
