vs
杜邦(DD)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的季度营收约是杜邦的1.3倍($2.2B vs $1.7B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 9.8%,领先13.7%),杜邦同比增速更快(4.0% vs -36.8%),过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高(-11.9% vs -27.2%)
杜邦(DuPont de Nemours, Inc.)是1802年由法裔美国化学家、实业家埃莱乌泰尔·伊雷内·杜邦创立的美国跨国化工企业,最初以火药供应为核心业务起家,在发展过程中对美国特拉华州的建设推进起到了重要作用,业务布局覆盖全球多个地区。
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。
DD vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
DD
高出40.8%
-36.8%
净利率更高
RNR
高出13.7%
9.8%
两年增速更快
RNR
近两年复合增速
-27.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $164.0M | $515.8M |
| 毛利率 | 35.8% | — |
| 营业利润率 | — | — |
| 净利率 | 9.8% | 23.5% |
| 营收同比 | 4.0% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益(稀释后) | $0.36 | $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
DD
RNR
| Q1 26 | $1.7B | $2.2B | ||
| Q4 25 | $-2.5B | $3.0B | ||
| Q3 25 | $3.1B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $3.1B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.2B | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
净利润
DD
RNR
| Q1 26 | $164.0M | $515.8M | ||
| Q4 25 | $-126.0M | $760.5M | ||
| Q3 25 | $-123.0M | $916.5M | ||
| Q2 25 | $59.0M | $835.4M | ||
| Q1 25 | $-589.0M | $170.0M | ||
| Q4 24 | $-118.0M | $-189.7M | ||
| Q3 24 | $454.0M | $1.2B | ||
| Q2 24 | $178.0M | $503.9M |
毛利率
DD
RNR
| Q1 26 | 35.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 38.9% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 37.4% | — | ||
| Q4 24 | 36.4% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 37.1% | — |
营业利润率
DD
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 10.6% | 46.3% | ||
| Q2 25 | 9.4% | 41.8% | ||
| Q1 25 | -14.0% | -2.0% | ||
| Q4 24 | 1.4% | -3.6% | ||
| Q3 24 | 18.4% | 43.7% | ||
| Q2 24 | 9.3% | 25.0% |
净利率
DD
RNR
| Q1 26 | 9.8% | 23.5% | ||
| Q4 25 | 4.9% | 25.6% | ||
| Q3 25 | -4.0% | 28.7% | ||
| Q2 25 | 1.8% | 26.1% | ||
| Q1 25 | -19.2% | 4.9% | ||
| Q4 24 | -3.8% | -8.3% | ||
| Q3 24 | 14.2% | 29.8% | ||
| Q2 24 | 5.6% | 17.8% |
每股收益(稀释后)
DD
RNR
| Q1 26 | $0.36 | $6.57 | ||
| Q4 25 | $-0.30 | $16.16 | ||
| Q3 25 | $-0.29 | $19.40 | ||
| Q2 25 | $0.14 | $17.20 | ||
| Q1 25 | $-1.41 | $3.27 | ||
| Q4 24 | $-0.28 | $-3.76 | ||
| Q3 24 | $1.08 | $22.62 | ||
| Q2 24 | $0.42 | $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 | $710.0M | $1.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $14.2B | $4.3B |
| 总资产 | $21.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
DD
RNR
| Q1 26 | $710.0M | $1.6B | ||
| Q4 25 | $715.0M | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务
DD
RNR
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $2.3B | ||
| Q3 25 | $7.0B | $2.2B | ||
| Q2 25 | $5.3B | $2.3B | ||
| Q1 25 | $5.3B | $2.8B | ||
| Q4 24 | $5.3B | $1.9B | ||
| Q3 24 | $7.2B | $1.9B | ||
| Q2 24 | $7.2B | $2.0B |
股东权益
DD
RNR
| Q1 26 | $14.2B | $4.3B | ||
| Q4 25 | $13.9B | $11.6B | ||
| Q3 25 | $22.9B | $11.5B | ||
| Q2 25 | $23.1B | $10.8B | ||
| Q1 25 | $22.8B | $10.3B | ||
| Q4 24 | $23.4B | $10.6B | ||
| Q3 24 | $24.2B | $11.2B | ||
| Q2 24 | $23.3B | $10.2B |
总资产
DD
RNR
| Q1 26 | $21.4B | $53.7B | ||
| Q4 25 | $21.6B | $53.8B | ||
| Q3 25 | $38.0B | $54.5B | ||
| Q2 25 | $36.6B | $54.7B | ||
| Q1 25 | $36.0B | $53.6B | ||
| Q4 24 | $36.6B | $50.7B | ||
| Q3 24 | $37.5B | $52.8B | ||
| Q2 24 | $36.6B | $51.6B |
负债/权益比
DD
RNR
| Q1 26 | 0.22× | — | ||
| Q4 25 | 0.23× | 0.20× | ||
| Q3 25 | 0.31× | 0.19× | ||
| Q2 25 | 0.23× | 0.21× | ||
| Q1 25 | 0.23× | 0.27× | ||
| Q4 24 | 0.23× | 0.18× | ||
| Q3 24 | 0.30× | 0.17× | ||
| Q2 24 | 0.31× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图