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DARLING INGREDIENTS INC.（DAR）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DARLING INGREDIENTS INC.的1.4倍（$2.2B vs $1.6B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.2%，领先22.3%），DARLING INGREDIENTS INC.同比增速更快（10.0% vs -36.8%），过去两年DARLING INGREDIENTS INC.的营收复合增速更高（-1.6% vs -11.9%）
Darling Ingredients Inc.是全球领先的可持续天然原料生产商，将可食用及不可食用有机副产品加工为食品级营养成分、动物饲料添加剂、制药原料、生物燃料组分等高价值产品，服务全球食品、农业、制药、可再生能源领域客户。
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。
DAR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.6B
营收增速更快
DAR
高出46.7%
-36.8%
净利率更高
RNR
高出22.3%
1.2%
两年增速更快
DAR
近两年复合增速
-11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $19.4M | $515.8M |
| 毛利率 | 24.7% | — |
| 营业利润率 | 4.6% | — |
| 净利率 | 1.2% | 23.5% |
| 营收同比 | 10.0% | -36.8% |
| 净利润同比 | 14.2% | 72.6% |
| 每股收益（稀释后） | $0.12 | $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DARRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润DARRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $19.4M | $916.5M | ||
| Q2 25 | $12.7M | $835.4M | ||
| Q1 25 | $-26.2M | $170.0M | ||
| Q4 24 | $101.9M | $-189.7M | ||
| Q3 24 | $16.9M | $1.2B | ||
| Q2 24 | $78.9M | $503.9M |
毛利率DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.7% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.6% | — | ||
| Q4 24 | 23.5% | — | ||
| Q3 24 | 22.1% | — | ||
| Q2 24 | 22.5% | — |
营业利润率DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 4.6% | 46.3% | ||
| Q2 25 | 5.1% | 41.8% | ||
| Q1 25 | 2.1% | -2.0% | ||
| Q4 24 | 8.6% | -3.6% | ||
| Q3 24 | 4.2% | 43.7% | ||
| Q2 24 | 10.2% | 25.0% |
净利率DARRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 1.2% | 28.7% | ||
| Q2 25 | 0.9% | 26.1% | ||
| Q1 25 | -1.9% | 4.9% | ||
| Q4 24 | 7.2% | -8.3% | ||
| Q3 24 | 1.2% | 29.8% | ||
| Q2 24 | 5.4% | 17.8% |
每股收益（稀释后）DARRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.12 | $19.40 | ||
| Q2 25 | $0.08 | $17.20 | ||
| Q1 25 | $-0.16 | $3.27 | ||
| Q4 24 | $0.63 | $-3.76 | ||
| Q3 24 | $0.11 | $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 | $91.5M | $1.6B |
| 总债务越低越好 | $4.0B | — |
| 股东权益账面价值 | $4.7B | $4.3B |
| 总资产 | $10.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.86× | — |
8季度趋势，按日历期对齐
现金及短期投资DARRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $91.5M | $1.7B | ||
| Q2 25 | $94.6M | $1.4B | ||
| Q1 25 | $81.5M | $1.6B | ||
| Q4 24 | $76.0M | $1.7B | ||
| Q3 24 | $114.8M | $1.6B | ||
| Q2 24 | $121.6M | $1.6B |
总债务DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $3.9B | $2.3B | ||
| Q1 25 | $3.8B | $2.8B | ||
| Q4 24 | $3.9B | $1.9B | ||
| Q3 24 | $4.1B | $1.9B | ||
| Q2 24 | $4.3B | $2.0B |
股东权益DARRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $4.7B | $11.5B | ||
| Q2 25 | $4.6B | $10.8B | ||
| Q1 25 | $4.4B | $10.3B | ||
| Q4 24 | $4.4B | $10.6B | ||
| Q3 24 | $4.6B | $11.2B | ||
| Q2 24 | $4.5B | $10.2B |
总资产DARRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $10.5B | $54.5B | ||
| Q2 25 | $10.3B | $54.7B | ||
| Q1 25 | $10.0B | $53.6B | ||
| Q4 24 | $10.1B | $50.7B | ||
| Q3 24 | $10.6B | $52.8B | ||
| Q2 24 | $10.6B | $51.6B |
负债/权益比DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.86× | 0.19× | ||
| Q2 25 | 0.85× | 0.21× | ||
| Q1 25 | 0.86× | 0.27× | ||
| Q4 24 | 0.89× | 0.18× | ||
| Q3 24 | 0.91× | 0.17× | ||
| Q2 24 | 0.97× | 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 | $224.3M | — |
| 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 | 11.59× | — |
| 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DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $224.3M | $1.6B | ||
| Q2 25 | $145.8M | $1.5B | ||
| Q1 25 | $249.0M | $157.8M | ||
| Q4 24 | $154.4M | $778.9M | ||
| Q3 24 | $274.5M | $1.5B | ||
| Q2 24 | $146.5M | $1.2B |
现金转化率DARRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 11.59× | 1.73× | ||
| Q2 25 | 11.52× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 16.19× | 1.26× | ||
| Q2 24 | 1.86× | 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
DAR
| Fats | $428.4M | 27% |
| Food Ingredients | $380.6M | 24% |
| Diamond Green Diesel Holdings Llc Joint Venture | $342.1M | 22% |
| Fuel Ingredients | $154.3M | 10% |
| Used Cooking Oil | $125.9M | 8% |
| Other Rendering | $76.9M | 5% |
| Bakery | $46.9M | 3% |
| Other Products And Services | $12.2M | 1% |
RNR
暂无分部数据
