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凯撒娱乐(CZR)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
凯撒娱乐的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍($2.9B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs -2.9%,领先26.4%),凯撒娱乐同比增速更快(2.7% vs -36.8%),过去两年凯撒娱乐的营收复合增速更高(0.7% vs -11.9%)
凯撒娱乐前身为埃尔拉多度假村公司,是总部位于美国内华达州里诺的酒店博彩娱乐集团。2020年7月20日公司收购原凯撒娱乐集团后更为现名,目前运营超过50处物业,业务覆盖酒店、博彩、休闲娱乐等多个领域。
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。
CZR vs RNR — 直观对比
营收规模更大
CZR
是对方的1.3倍
$2.2B
营收增速更快
CZR
高出39.5%
-36.8%
净利率更高
RNR
高出26.4%
-2.9%
两年增速更快
CZR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.9B | $2.2B |
| 净利润 | $-83.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 17.4% | — |
| 净利率 | -2.9% | 23.5% |
| 营收同比 | 2.7% | -36.8% |
| 净利润同比 | 15.3% | 72.6% |
| 每股收益(稀释后) | $-0.48 | $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
CZR
RNR
| Q1 26 | $2.9B | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.9B | $4.0B | ||
| Q2 24 | $2.8B | $2.8B |
净利润
CZR
RNR
| Q1 26 | $-83.0M | $515.8M | ||
| Q4 25 | $-250.0M | $760.5M | ||
| Q3 25 | $-55.0M | $916.5M | ||
| Q2 25 | $-82.0M | $835.4M | ||
| Q1 25 | $-115.0M | $170.0M | ||
| Q4 24 | $11.0M | $-189.7M | ||
| Q3 24 | $-9.0M | $1.2B | ||
| Q2 24 | $-122.0M | $503.9M |
营业利润率
CZR
RNR
| Q1 26 | 17.4% | — | ||
| Q4 25 | 11.4% | 42.5% | ||
| Q3 25 | 17.9% | 46.3% | ||
| Q2 25 | 18.1% | 41.8% | ||
| Q1 25 | 17.5% | -2.0% | ||
| Q4 24 | 23.9% | -3.6% | ||
| Q3 24 | 22.4% | 43.7% | ||
| Q2 24 | 17.9% | 25.0% |
净利率
CZR
RNR
| Q1 26 | -2.9% | 23.5% | ||
| Q4 25 | -8.6% | 25.6% | ||
| Q3 25 | -1.9% | 28.7% | ||
| Q2 25 | -2.8% | 26.1% | ||
| Q1 25 | -4.1% | 4.9% | ||
| Q4 24 | 0.4% | -8.3% | ||
| Q3 24 | -0.3% | 29.8% | ||
| Q2 24 | -4.3% | 17.8% |
每股收益(稀释后)
CZR
RNR
| Q1 26 | $-0.48 | $6.57 | ||
| Q4 25 | $-1.22 | $16.16 | ||
| Q3 25 | $-0.27 | $19.40 | ||
| Q2 25 | $-0.39 | $17.20 | ||
| Q1 25 | $-0.54 | $3.27 | ||
| Q4 24 | $0.04 | $-3.76 | ||
| Q3 24 | $-0.04 | $22.62 | ||
| Q2 24 | $-0.56 | $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 | $867.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | — | $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
CZR
RNR
| Q1 26 | $867.0M | $1.6B | ||
| Q4 25 | $887.0M | $1.7B | ||
| Q3 25 | $836.0M | $1.7B | ||
| Q2 25 | $982.0M | $1.4B | ||
| Q1 25 | $884.0M | $1.6B | ||
| Q4 24 | $866.0M | $1.7B | ||
| Q3 24 | $802.0M | $1.6B | ||
| Q2 24 | $830.0M | $1.6B |
总债务
CZR
RNR
| Q1 26 | — | — | ||
| Q4 25 | $11.9B | $2.3B | ||
| Q3 25 | $11.9B | $2.2B | ||
| Q2 25 | $12.3B | $2.3B | ||
| Q1 25 | $12.3B | $2.8B | ||
| Q4 24 | $12.3B | $1.9B | ||
| Q3 24 | $12.7B | $1.9B | ||
| Q2 24 | $12.4B | $2.0B |
股东权益
CZR
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.5B | $11.6B | ||
| Q3 25 | $3.8B | $11.5B | ||
| Q2 25 | $3.9B | $10.8B | ||
| Q1 25 | $4.1B | $10.3B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.3B | $10.2B |
总资产
CZR
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $31.6B | $53.8B | ||
| Q3 25 | $31.9B | $54.5B | ||
| Q2 25 | $32.5B | $54.7B | ||
| Q1 25 | $32.4B | $53.6B | ||
| Q4 24 | $32.6B | $50.7B | ||
| Q3 24 | $33.0B | $52.8B | ||
| Q2 24 | $33.1B | $51.6B |
负债/权益比
CZR
RNR
| Q1 26 | — | — | ||
| Q4 25 | 3.40× | 0.20× | ||
| Q3 25 | 3.15× | 0.19× | ||
| Q2 25 | 3.15× | 0.21× | ||
| Q1 25 | 3.04× | 0.27× | ||
| Q4 24 | 2.96× | 0.18× | ||
| Q3 24 | 3.04× | 0.17× | ||
| Q2 24 | 2.89× | 0.19× |
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
CZR
| Casino | $1.7B | 58% |
| Hotel | $487.0M | 17% |
| Food and beverage | $424.0M | 15% |
| Other | $293.0M | 10% |
RNR
暂无分部数据