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Camping World Holdings, Inc.（CWH）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Camping World Holdings, Inc.的1.9倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -9.3%，领先32.8%），Camping World Holdings, Inc.同比增速更快（-2.6% vs -36.8%），过去两年Camping World Holdings, Inc.的营收复合增速更高（-7.2% vs -11.9%）
露营世界控股公司是美国知名露营房车行业企业，总部位于伊利诺伊州林肯郡，主营休闲房车销售、房车配件供应及售后维保服务，同时也售卖各类露营装备。目前公司在全美共设有202家线下门店，除线下门店经营外，还通过电话等渠道开展零售业务，2016年10月完成首次公开募股上市，募资2.51亿美元。
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。
CWH vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
CWH
高出34.2%
-36.8%
净利率更高
RNR
高出32.8%
-9.3%
两年增速更快
CWH
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $-109.1M | $515.8M |
| 毛利率 | 28.8% | — |
| 营业利润率 | -4.3% | — |
| 净利率 | -9.3% | 23.5% |
| 营收同比 | -2.6% | -36.8% |
| 净利润同比 | -83.3% | 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CWHRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.8B | $2.8B |
净利润CWHRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-109.1M | $760.5M | ||
| Q3 25 | $-40.4M | $916.5M | ||
| Q2 25 | $30.2M | $835.4M | ||
| Q1 25 | $-12.3M | $170.0M | ||
| Q4 24 | $-59.5M | $-189.7M | ||
| Q3 24 | $5.5M | $1.2B | ||
| Q2 24 | $9.8M | $503.9M |
毛利率CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | 28.8% | — | ||
| Q3 25 | 28.6% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 30.4% | — | ||
| Q4 24 | 31.3% | — | ||
| Q3 24 | 28.9% | — | ||
| Q2 24 | 30.3% | — |
营业利润率CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | -4.3% | 42.5% | ||
| Q3 25 | 4.4% | 46.3% | ||
| Q2 25 | 6.6% | 41.8% | ||
| Q1 25 | 1.5% | -2.0% | ||
| Q4 24 | -1.3% | -3.6% | ||
| Q3 24 | 3.7% | 43.7% | ||
| Q2 24 | 5.3% | 25.0% |
净利率CWHRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -9.3% | 25.6% | ||
| Q3 25 | -2.2% | 28.7% | ||
| Q2 25 | 1.5% | 26.1% | ||
| Q1 25 | -0.9% | 4.9% | ||
| Q4 24 | -4.9% | -8.3% | ||
| Q3 24 | 0.3% | 29.8% | ||
| Q2 24 | 0.5% | 17.8% |
每股收益（稀释后）CWHRNR
| 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 | $215.0M | $1.6B |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $228.6M | $4.3B |
| 总资产 | $5.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 6.44× | — |
8季度趋势，按日历期对齐
现金及短期投资CWHRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $215.0M | $1.7B | ||
| Q3 25 | $230.5M | $1.7B | ||
| Q2 25 | $118.1M | $1.4B | ||
| Q1 25 | $20.9M | $1.6B | ||
| Q4 24 | $208.4M | $1.7B | ||
| Q3 24 | $28.4M | $1.6B | ||
| Q2 24 | $23.7M | $1.6B |
总债务CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.3B | ||
| Q1 25 | $1.5B | $2.8B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.5B | $1.9B | ||
| Q2 24 | $1.5B | $2.0B |
股东权益CWHRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $228.6M | $11.6B | ||
| Q3 25 | $296.2M | $11.5B | ||
| Q2 25 | $340.5M | $10.8B | ||
| Q1 25 | $310.5M | $10.3B | ||
| Q4 24 | $326.6M | $10.6B | ||
| Q3 24 | $151.6M | $11.2B | ||
| Q2 24 | $149.7M | $10.2B |
总资产CWHRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.0B | $53.8B | ||
| Q3 25 | $5.0B | $54.5B | ||
| Q2 25 | $5.2B | $54.7B | ||
| Q1 25 | $5.1B | $53.6B | ||
| Q4 24 | $4.9B | $50.7B | ||
| Q3 24 | $4.7B | $52.8B | ||
| Q2 24 | $5.0B | $51.6B |
负债/权益比CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | 6.44× | 0.20× | ||
| Q3 25 | 5.00× | 0.19× | ||
| Q2 25 | 4.42× | 0.21× | ||
| Q1 25 | 4.87× | 0.27× | ||
| Q4 24 | 4.64× | 0.18× | ||
| Q3 24 | 10.09× | 0.17× | ||
| Q2 24 | 10.28× | 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 | $-227.2M | — |
| 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 | — | — |
| 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CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | $-227.2M | $483.0M | ||
| Q3 25 | $139.8M | $1.6B | ||
| Q2 25 | $187.9M | $1.5B | ||
| Q1 25 | $-232.5M | $157.8M | ||
| Q4 24 | $-163.4M | $778.9M | ||
| Q3 24 | $324.2M | $1.5B | ||
| Q2 24 | $152.3M | $1.2B |
现金转化率CWHRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 6.22× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 58.93× | 1.26× | ||
| Q2 24 | 15.59× | 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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
RNR
暂无分部数据
