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Delek US Holdings, Inc.（DK）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
Delek US Holdings, Inc.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.6B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -7.7%，领先31.2%），Delek US Holdings, Inc.同比增速更快（-4.9% vs -36.8%），过去两年Delek US Holdings, Inc.的营收复合增速更高（-10.8% vs -11.9%）
Delek US Holdings, Inc.成立于2001年，总部位于美国田纳西州布伦特伍德，是一家深耕炼油、物流及生物燃料领域的能源企业，业务覆盖能源产业链上下游相关环节，为市场提供稳定的能源相关产品与配套服务。
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。
DK vs RNR — 直观对比
营收规模更大
DK
是对方的1.2倍
$2.2B
营收增速更快
DK
高出31.8%
-36.8%
净利率更高
RNR
高出31.2%
-7.7%
两年增速更快
DK
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.2B |
| 净利润 | $-201.3M | $515.8M |
| 毛利率 | -5.8% | — |
| 营业利润率 | — | — |
| 净利率 | -7.7% | 23.5% |
| 营收同比 | -4.9% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益（稀释后） | $-3.34 | $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DKRNR
| Q1 26 | $2.6B | $2.2B | ||
| Q4 25 | $2.4B | $3.0B | ||
| Q3 25 | $2.9B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $2.6B | $3.5B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $3.3B | $2.8B |
净利润DKRNR
| Q1 26 | $-201.3M | $515.8M | ||
| Q4 25 | $78.3M | $760.5M | ||
| Q3 25 | $178.0M | $916.5M | ||
| Q2 25 | $-106.4M | $835.4M | ||
| Q1 25 | $-172.7M | $170.0M | ||
| Q4 24 | $-413.8M | $-189.7M | ||
| Q3 24 | $-76.8M | $1.2B | ||
| Q2 24 | $-37.2M | $503.9M |
毛利率DKRNR
| Q1 26 | -5.8% | — | ||
| Q4 25 | 9.3% | — | ||
| Q3 25 | 13.8% | — | ||
| Q2 25 | 1.9% | — | ||
| Q1 25 | -2.4% | — | ||
| Q4 24 | -5.7% | — | ||
| Q3 24 | -0.7% | — | ||
| Q2 24 | 0.5% | — |
营业利润率DKRNR
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 42.5% | ||
| Q3 25 | 10.2% | 46.3% | ||
| Q2 25 | -1.2% | 41.8% | ||
| Q1 25 | -4.8% | -2.0% | ||
| Q4 24 | -17.0% | -3.6% | ||
| Q3 24 | -4.0% | 43.7% | ||
| Q2 24 | 0.1% | 25.0% |
净利率DKRNR
| Q1 26 | -7.7% | 23.5% | ||
| Q4 25 | 3.2% | 25.6% | ||
| Q3 25 | 6.2% | 28.7% | ||
| Q2 25 | -3.8% | 26.1% | ||
| Q1 25 | -6.5% | 4.9% | ||
| Q4 24 | -17.4% | -8.3% | ||
| Q3 24 | -2.5% | 29.8% | ||
| Q2 24 | -1.1% | 17.8% |
每股收益（稀释后）DKRNR
| Q1 26 | $-3.34 | $6.57 | ||
| Q4 25 | $1.23 | $16.16 | ||
| Q3 25 | $2.93 | $19.40 | ||
| Q2 25 | $-1.76 | $17.20 | ||
| Q1 25 | $-2.78 | $3.27 | ||
| Q4 24 | $-6.48 | $-3.76 | ||
| Q3 24 | $-1.20 | $22.62 | ||
| Q2 24 | $-0.58 | $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 | $624.1M | $1.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $302.0M | $4.3B |
| 总资产 | $7.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 10.54× | — |
8季度趋势，按日历期对齐
现金及短期投资DKRNR
| Q1 26 | $624.1M | $1.6B | ||
| Q4 25 | $625.8M | $1.7B | ||
| Q3 25 | $630.9M | $1.7B | ||
| Q2 25 | $615.5M | $1.4B | ||
| Q1 25 | $623.8M | $1.6B | ||
| Q4 24 | $735.6M | $1.7B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $657.9M | $1.6B |
总债务DKRNR
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.1B | $2.3B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $2.8B | $1.9B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.5B | $2.0B |
股东权益DKRNR
| Q1 26 | $302.0M | $4.3B | ||
| Q4 25 | $547.3M | $11.6B | ||
| Q3 25 | $444.8M | $11.5B | ||
| Q2 25 | $294.9M | $10.8B | ||
| Q1 25 | $429.4M | $10.3B | ||
| Q4 24 | $575.2M | $10.6B | ||
| Q3 24 | $875.4M | $11.2B | ||
| Q2 24 | $982.8M | $10.2B |
总资产DKRNR
| Q1 26 | $7.6B | $53.7B | ||
| Q4 25 | $6.8B | $53.8B | ||
| Q3 25 | $7.1B | $54.5B | ||
| Q2 25 | $7.1B | $54.7B | ||
| Q1 25 | $6.9B | $53.6B | ||
| Q4 24 | $6.7B | $50.7B | ||
| Q3 24 | $7.0B | $52.8B | ||
| Q2 24 | $6.9B | $51.6B |
负债/权益比DKRNR
| Q1 26 | 10.54× | — | ||
| Q4 25 | 5.91× | 0.20× | ||
| Q3 25 | 7.14× | 0.19× | ||
| Q2 25 | 10.51× | 0.21× | ||
| Q1 25 | 7.07× | 0.27× | ||
| Q4 24 | 4.81× | 0.18× | ||
| Q3 24 | 3.19× | 0.17× | ||
| Q2 24 | 2.50× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
