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COMMUNITY HEALTH SYSTEMS INC（CYH）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
COMMUNITY HEALTH SYSTEMS INC的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.5%，领先20.0%），COMMUNITY HEALTH SYSTEMS INC同比增速更快（-4.8% vs -36.8%），过去两年COMMUNITY HEALTH SYSTEMS INC的营收复合增速更高（-0.5% vs -11.9%）
社区卫生系统公司总部位于美国田纳西州富兰克林，是财富500强企业。按急症护理机构数量计算，该公司曾是美国最大的综合医院医疗服务提供商。2014年它旗下有约200家医院，到2021年机构数量缩减至约85家。
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。
CYH vs RNR — 直观对比
营收规模更大
CYH
是对方的1.4倍
$2.2B
营收增速更快
CYH
高出31.9%
-36.8%
净利率更高
RNR
高出20.0%
3.5%
两年增速更快
CYH
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $110.0M | $515.8M |
| 毛利率 | 85.6% | — |
| 营业利润率 | 14.5% | — |
| 净利率 | 3.5% | 23.5% |
| 营收同比 | -4.8% | -36.8% |
| 净利润同比 | 254.9% | 72.6% |
| 每股收益（稀释后） | $0.82 | $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CYHRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $3.2B | $3.5B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $3.1B | $2.8B |
净利润CYHRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $110.0M | $760.5M | ||
| Q3 25 | $130.0M | $916.5M | ||
| Q2 25 | $282.0M | $835.4M | ||
| Q1 25 | $-13.0M | $170.0M | ||
| Q4 24 | $-71.0M | $-189.7M | ||
| Q3 24 | $-391.0M | $1.2B | ||
| Q2 24 | $-13.0M | $503.9M |
毛利率CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | 85.6% | — | ||
| Q3 25 | 85.1% | — | ||
| Q2 25 | 85.0% | — | ||
| Q1 25 | 84.5% | — | ||
| Q4 24 | 84.5% | — | ||
| Q3 24 | 84.8% | — | ||
| Q2 24 | 84.6% | — |
营业利润率CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.5% | 42.5% | ||
| Q3 25 | 7.9% | 46.3% | ||
| Q2 25 | 16.3% | 41.8% | ||
| Q1 25 | 9.0% | -2.0% | ||
| Q4 24 | 8.5% | -3.6% | ||
| Q3 24 | -6.6% | 43.7% | ||
| Q2 24 | 7.6% | 25.0% |
净利率CYHRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.5% | 25.6% | ||
| Q3 25 | 4.2% | 28.7% | ||
| Q2 25 | 9.0% | 26.1% | ||
| Q1 25 | -0.4% | 4.9% | ||
| Q4 24 | -2.2% | -8.3% | ||
| Q3 24 | -12.7% | 29.8% | ||
| Q2 24 | -0.4% | 17.8% |
每股收益（稀释后）CYHRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.82 | $16.16 | ||
| Q3 25 | $0.96 | $19.40 | ||
| Q2 25 | $2.09 | $17.20 | ||
| Q1 25 | $-0.10 | $3.27 | ||
| Q4 24 | $-0.53 | $-3.76 | ||
| Q3 24 | $-2.95 | $22.62 | ||
| Q2 24 | $-0.10 | $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 | $260.0M | $1.6B |
| 总债务越低越好 | $10.4B | — |
| 股东权益账面价值 | $-1.4B | $4.3B |
| 总资产 | $13.2B | $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CYHRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $260.0M | $1.7B | ||
| Q3 25 | $123.0M | $1.7B | ||
| Q2 25 | $456.0M | $1.4B | ||
| Q1 25 | $431.0M | $1.6B | ||
| Q4 24 | $37.0M | $1.7B | ||
| Q3 24 | $33.0M | $1.6B | ||
| Q2 24 | $39.0M | $1.6B |
总债务CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | $10.4B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $11.5B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益CYHRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-1.4B | $11.6B | ||
| Q3 25 | $-1.5B | $11.5B | ||
| Q2 25 | $-1.6B | $10.8B | ||
| Q1 25 | $-1.9B | $10.3B | ||
| Q4 24 | $-1.9B | $10.6B | ||
| Q3 24 | $-1.8B | $11.2B | ||
| Q2 24 | $-1.4B | $10.2B |
总资产CYHRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.2B | $53.8B | ||
| Q3 25 | $13.2B | $54.5B | ||
| Q2 25 | $13.6B | $54.7B | ||
| Q1 25 | $13.9B | $53.6B | ||
| Q4 24 | $14.1B | $50.7B | ||
| Q3 24 | $13.9B | $52.8B | ||
| Q2 24 | $14.4B | $51.6B |
负债/权益比CYHRNR
| 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 | $266.0M | — |
| 自由现金流经营现金流 - 资本支出 | $172.0M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 2.42× | — |
| 过去12个月自由现金流最近4个季度 | $208.0M | — |
8季度趋势，按日历期对齐
经营现金流CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | $266.0M | $483.0M | ||
| Q3 25 | $69.0M | $1.6B | ||
| Q2 25 | $88.0M | $1.5B | ||
| Q1 25 | $120.0M | $157.8M | ||
| Q4 24 | $216.0M | $778.9M | ||
| Q3 24 | $67.0M | $1.5B | ||
| Q2 24 | $101.0M | $1.2B |
自由现金流CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | $172.0M | — | ||
| Q3 25 | $4.0M | — | ||
| Q2 25 | $-3.0M | — | ||
| Q1 25 | $35.0M | — | ||
| Q4 24 | $107.0M | — | ||
| Q3 24 | $-3.0M | — | ||
| Q2 24 | $13.0M | — |
自由现金流率CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | -0.1% | — | ||
| Q2 24 | 0.4% | — |
资本支出强度CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 2.8% | — |
现金转化率CYHRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.42× | 0.64× | ||
| Q3 25 | 0.53× | 1.73× | ||
| Q2 25 | 0.31× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 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
CYH
| Managed Care And Other Third Party Payors | $1.5B | 49% |
| Medicare Managed Care | $570.0M | 18% |
| Medicare | $512.0M | 16% |
| Medicaid | $464.0M | 15% |
| Self Pay Revenue | $34.0M | 1% |
RNR
暂无分部数据
