vs
Digital Realty(DLR)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Digital Realty的1.3倍($2.2B vs $1.6B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 6.0%,领先17.5%),Digital Realty同比增速更快(16.1% vs -36.8%),过去两年Digital Realty的营收复合增速更高(9.8% vs -11.9%)
Digital Realty是一家全球知名的不动产投资信托企业,核心业务涵盖全球各地运营商中立数据中心的持有、运营与投资,可为客户提供数据中心部署、主机托管、网络互联等多元专业服务,能够满足不同企业对算力基础设施、数据存储及网络连接的多样化需求。
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。
DLR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.6B
营收增速更快
DLR
高出52.9%
-36.8%
净利率更高
RNR
高出17.5%
6.0%
两年增速更快
DLR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $98.6M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 6.9% | — |
| 净利率 | 6.0% | 23.5% |
| 营收同比 | 16.1% | -36.8% |
| 净利润同比 | -10.3% | 72.6% |
| 每股收益(稀释后) | $0.22 | $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
DLR
RNR
| Q1 26 | $1.6B | $2.2B | ||
| Q4 25 | $1.6B | $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 | $1.4B | $2.8B |
净利润
DLR
RNR
| Q1 26 | $98.6M | $515.8M | ||
| Q4 25 | $98.6M | $760.5M | ||
| Q3 25 | $67.8M | $916.5M | ||
| Q2 25 | $1.0B | $835.4M | ||
| Q1 25 | $110.0M | $170.0M | ||
| Q4 24 | $189.6M | $-189.7M | ||
| Q3 24 | $51.2M | $1.2B | ||
| Q2 24 | $80.2M | $503.9M |
营业利润率
DLR
RNR
| Q1 26 | 6.9% | — | ||
| Q4 25 | 6.9% | 42.5% | ||
| Q3 25 | 8.8% | 46.3% | ||
| Q2 25 | 14.2% | 41.8% | ||
| Q1 25 | 13.9% | -2.0% | ||
| Q4 24 | 10.1% | -3.6% | ||
| Q3 24 | 11.8% | 43.7% | ||
| Q2 24 | 0.7% | 25.0% |
净利率
DLR
RNR
| Q1 26 | 6.0% | 23.5% | ||
| Q4 25 | 6.0% | 25.6% | ||
| Q3 25 | 4.3% | 28.7% | ||
| Q2 25 | 69.1% | 26.1% | ||
| Q1 25 | 7.8% | 4.9% | ||
| Q4 24 | 13.2% | -8.3% | ||
| Q3 24 | 3.6% | 29.8% | ||
| Q2 24 | 5.9% | 17.8% |
每股收益(稀释后)
DLR
RNR
| Q1 26 | $0.22 | $6.57 | ||
| Q4 25 | $0.22 | $16.16 | ||
| Q3 25 | $0.15 | $19.40 | ||
| Q2 25 | $2.94 | $17.20 | ||
| Q1 25 | $0.27 | $3.27 | ||
| Q4 24 | $0.50 | $-3.76 | ||
| Q3 24 | $0.09 | $22.62 | ||
| Q2 24 | $0.20 | $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 | $3.5B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $22.9B | $4.3B |
| 总资产 | $49.4B | $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
DLR
RNR
| Q1 26 | $3.5B | $1.6B | ||
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.6B | $1.4B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.3B | $1.6B |
总债务
DLR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益
DLR
RNR
| Q1 26 | $22.9B | $4.3B | ||
| Q4 25 | $22.9B | $11.6B | ||
| Q3 25 | $23.0B | $11.5B | ||
| Q2 25 | $22.9B | $10.8B | ||
| Q1 25 | $21.3B | $10.3B | ||
| Q4 24 | $21.3B | $10.6B | ||
| Q3 24 | $21.2B | $11.2B | ||
| Q2 24 | $20.5B | $10.2B |
总资产
DLR
RNR
| Q1 26 | $49.4B | $53.7B | ||
| Q4 25 | $49.4B | $53.8B | ||
| Q3 25 | $48.7B | $54.5B | ||
| Q2 25 | $48.7B | $54.7B | ||
| Q1 25 | $45.1B | $53.6B | ||
| Q4 24 | $45.3B | $50.7B | ||
| Q3 24 | $45.3B | $52.8B | ||
| Q2 24 | $43.6B | $51.6B |
负债/权益比
DLR
RNR
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图