vs
Coterra（CTRA）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Coterra的1.2倍（$2.2B vs $1.8B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 20.6%，领先2.9%），Coterra同比增速更快（23.8% vs -36.8%），过去两年Coterra的营收复合增速更高（11.8% vs -11.9%）
Coterra Energy Inc.是总部位于美国得克萨斯州休斯敦的能源企业，核心业务为油气勘探开发，运营布局覆盖二叠纪盆地、马塞勒斯页岩区及阿纳达科盆地等北美核心油气产区，具备成熟的勘探开发技术与丰富的项目运营经验。
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。
CTRA vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.8B
营收增速更快
CTRA
高出60.5%
-36.8%
净利率更高
RNR
高出2.9%
20.6%
两年增速更快
CTRA
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $368.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 31.9% | — |
| 净利率 | 20.6% | 23.5% |
| 营收同比 | 23.8% | -36.8% |
| 净利润同比 | 23.9% | 72.6% |
| 每股收益（稀释后） | $0.47 | $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CTRARNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.3B | $2.8B |
净利润CTRARNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $368.0M | $760.5M | ||
| Q3 25 | $322.0M | $916.5M | ||
| Q2 25 | $511.0M | $835.4M | ||
| Q1 25 | $516.0M | $170.0M | ||
| Q4 24 | $297.0M | $-189.7M | ||
| Q3 24 | $252.0M | $1.2B | ||
| Q2 24 | $220.0M | $503.9M |
营业利润率CTRARNR
| Q1 26 | — | — | ||
| Q4 25 | 31.9% | 42.5% | ||
| Q3 25 | 26.8% | 46.3% | ||
| Q2 25 | 40.9% | 41.8% | ||
| Q1 25 | 34.8% | -2.0% | ||
| Q4 24 | 22.5% | -3.6% | ||
| Q3 24 | 25.3% | 43.7% | ||
| Q2 24 | 23.0% | 25.0% |
净利率CTRARNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 20.6% | 25.6% | ||
| Q3 25 | 18.3% | 28.7% | ||
| Q2 25 | 29.5% | 26.1% | ||
| Q1 25 | 25.6% | 4.9% | ||
| Q4 24 | 20.5% | -8.3% | ||
| Q3 24 | 19.5% | 29.8% | ||
| Q2 24 | 17.1% | 17.8% |
每股收益（稀释后）CTRARNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.47 | $16.16 | ||
| Q3 25 | $0.42 | $19.40 | ||
| Q2 25 | $0.67 | $17.20 | ||
| Q1 25 | $0.68 | $3.27 | ||
| Q4 24 | $0.40 | $-3.76 | ||
| Q3 24 | $0.34 | $22.62 | ||
| Q2 24 | $0.29 | $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 | $114.0M | $1.6B |
| 总债务越低越好 | $3.8B | — |
| 股东权益账面价值 | $14.8B | $4.3B |
| 总资产 | $24.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.26× | — |
8季度趋势，按日历期对齐
现金及短期投资CTRARNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $114.0M | $1.7B | ||
| Q3 25 | $98.0M | $1.7B | ||
| Q2 25 | $192.0M | $1.4B | ||
| Q1 25 | $186.0M | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $843.0M | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
总债务CTRARNR
| Q1 26 | — | — | ||
| Q4 25 | $3.8B | $2.3B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $4.2B | $2.3B | ||
| Q1 25 | $4.3B | $2.8B | ||
| Q4 24 | $3.5B | $1.9B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | $2.6B | $2.0B |
股东权益CTRARNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $14.8B | $11.6B | ||
| Q3 25 | $14.7B | $11.5B | ||
| Q2 25 | $14.6B | $10.8B | ||
| Q1 25 | $14.2B | $10.3B | ||
| Q4 24 | $13.1B | $10.6B | ||
| Q3 24 | $13.0B | $11.2B | ||
| Q2 24 | $13.0B | $10.2B |
总资产CTRARNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $24.2B | $53.8B | ||
| Q3 25 | $24.0B | $54.5B | ||
| Q2 25 | $24.0B | $54.7B | ||
| Q1 25 | $24.0B | $53.6B | ||
| Q4 24 | $21.6B | $50.7B | ||
| Q3 24 | $20.1B | $52.8B | ||
| Q2 24 | $20.8B | $51.6B |
负债/权益比CTRARNR
| Q1 26 | — | — | ||
| Q4 25 | 0.26× | 0.20× | ||
| Q3 25 | 0.27× | 0.19× | ||
| Q2 25 | 0.29× | 0.21× | ||
| Q1 25 | 0.30× | 0.27× | ||
| Q4 24 | 0.27× | 0.18× | ||
| Q3 24 | 0.16× | 0.17× | ||
| Q2 24 | 0.20× | 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 | $970.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | 2.64× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流CTRARNR
| Q1 26 | — | — | ||
| Q4 25 | $970.0M | $483.0M | ||
| Q3 25 | $971.0M | $1.6B | ||
| Q2 25 | $936.0M | $1.5B | ||
| Q1 25 | $1.1B | $157.8M | ||
| Q4 24 | $626.0M | $778.9M | ||
| Q3 24 | $755.0M | $1.5B | ||
| Q2 24 | $558.0M | $1.2B |
现金转化率CTRARNR
| Q1 26 | — | — | ||
| Q4 25 | 2.64× | 0.64× | ||
| Q3 25 | 3.02× | 1.73× | ||
| Q2 25 | 1.83× | 1.76× | ||
| Q1 25 | 2.22× | 0.93× | ||
| Q4 24 | 2.11× | — | ||
| Q3 24 | 3.00× | 1.26× | ||
| Q2 24 | 2.54× | 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
CTRA
| Oil And Condensate | $941.0M | 53% |
| Natural Gas Production | $615.0M | 34% |
| Natural Gas Liquids Reserves | $206.0M | 12% |
| Other Revenues | $28.0M | 2% |
RNR
暂无分部数据
