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达美乐（DPZ）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的季度营收约是达美乐的1.9倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.2%，领先11.4%），达美乐同比增速更快（3.5% vs -36.8%），过去两年达美乐的营收复合增速更高（3.0% vs -11.9%）
达美乐是1960年成立的美国跨国披萨连锁品牌，注册地位于特拉华州，总部坐落在密歇根州安娜堡附近的安娜堡镇达美乐农场办公园区。截至2018年，品牌已在全球83个国家和地区的5701座城市开设约15000家门店，其中美国、印度、英国分别有5649家、1500家和1249家门店。
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。
DPZ vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.2B
营收增速更快
DPZ
高出40.2%
-36.8%
净利率更高
RNR
高出11.4%
12.2%
两年增速更快
DPZ
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $139.8M | $515.8M |
| 毛利率 | 40.4% | — |
| 营业利润率 | 20.0% | — |
| 净利率 | 12.2% | 23.5% |
| 营收同比 | 3.5% | -36.8% |
| 净利润同比 | -6.6% | 72.6% |
| 每股收益（稀释后） | $4.13 | $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DPZRNR
| Q1 26 | $1.2B | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润DPZRNR
| Q1 26 | $139.8M | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $139.3M | $916.5M | ||
| Q2 25 | $131.1M | $835.4M | ||
| Q1 25 | $149.7M | $170.0M | ||
| Q4 24 | $169.4M | $-189.7M | ||
| Q3 24 | $146.9M | $1.2B | ||
| Q2 24 | $142.0M | $503.9M |
毛利率DPZRNR
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 40.1% | — | ||
| Q2 25 | 40.3% | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 39.2% | — | ||
| Q3 24 | 39.2% | — | ||
| Q2 24 | 39.8% | — |
营业利润率DPZRNR
| Q1 26 | 20.0% | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 19.5% | 46.3% | ||
| Q2 25 | 19.7% | 41.8% | ||
| Q1 25 | 18.9% | -2.0% | ||
| Q4 24 | 19.0% | -3.6% | ||
| Q3 24 | 18.4% | 43.7% | ||
| Q2 24 | 17.9% | 25.0% |
净利率DPZRNR
| Q1 26 | 12.2% | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 12.1% | 28.7% | ||
| Q2 25 | 11.4% | 26.1% | ||
| Q1 25 | 13.5% | 4.9% | ||
| Q4 24 | 11.7% | -8.3% | ||
| Q3 24 | 13.6% | 29.8% | ||
| Q2 24 | 12.9% | 17.8% |
每股收益（稀释后）DPZRNR
| Q1 26 | $4.13 | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $4.08 | $19.40 | ||
| Q2 25 | $3.81 | $17.20 | ||
| Q1 25 | $4.33 | $3.27 | ||
| Q4 24 | $4.89 | $-3.76 | ||
| Q3 24 | $4.19 | $22.62 | ||
| Q2 24 | $4.03 | $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 | $232.9M | $1.6B |
| 总债务越低越好 | $4.9B | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $1.8B | $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DPZRNR
| Q1 26 | $232.9M | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $139.7M | $1.7B | ||
| Q2 25 | $272.9M | $1.4B | ||
| Q1 25 | $304.3M | $1.6B | ||
| Q4 24 | $186.1M | $1.7B | ||
| Q3 24 | $189.1M | $1.6B | ||
| Q2 24 | $283.7M | $1.6B |
总债务DPZRNR
| Q1 26 | $4.9B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $4.8B | $2.2B | ||
| Q2 25 | $3.8B | $2.3B | ||
| Q1 25 | $3.8B | $2.8B | ||
| Q4 24 | $3.8B | $1.9B | ||
| Q3 24 | $5.0B | $1.9B | ||
| Q2 24 | $5.0B | $2.0B |
股东权益DPZRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $-4.0B | $11.5B | ||
| Q2 25 | $-4.0B | $10.8B | ||
| Q1 25 | $-3.9B | $10.3B | ||
| Q4 24 | $-4.0B | $10.6B | ||
| Q3 24 | $-4.0B | $11.2B | ||
| Q2 24 | $-3.9B | $10.2B |
总资产DPZRNR
| Q1 26 | $1.8B | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $1.7B | $54.5B | ||
| Q2 25 | $1.8B | $54.7B | ||
| Q1 25 | $1.9B | $53.6B | ||
| Q4 24 | $1.7B | $50.7B | ||
| Q3 24 | $1.8B | $52.8B | ||
| Q2 24 | $1.9B | $51.6B |
负债/权益比DPZRNR
| 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× |
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 | $162.0M | — |
| 自由现金流经营现金流 - 资本支出 | $147.0M | — |
| 自由现金流率自由现金流/营收 | 12.8% | — |
| 资本支出强度资本支出/营收 | 1.3% | — |
| 现金转化率经营现金流/净利润 | 1.16× | — |
| 过去12个月自由现金流最近4个季度 | $642.6M | — |
8季度趋势，按日历期对齐
经营现金流DPZRNR
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $185.4M | $1.6B | ||
| Q2 25 | $187.8M | $1.5B | ||
| Q1 25 | $179.1M | $157.8M | ||
| Q4 24 | $178.0M | $778.9M | ||
| Q3 24 | $172.7M | $1.5B | ||
| Q2 24 | $150.7M | $1.2B |
自由现金流DPZRNR
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $164.0M | — | ||
| Q2 25 | $167.3M | — | ||
| Q1 25 | $164.3M | — | ||
| Q4 24 | $135.9M | — | ||
| Q3 24 | $145.6M | — | ||
| Q2 24 | $127.2M | — |
自由现金流率DPZRNR
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 14.3% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 14.8% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 11.6% | — |
资本支出强度DPZRNR
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 2.1% | — |
现金转化率DPZRNR
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 1.33× | 1.73× | ||
| Q2 25 | 1.43× | 1.76× | ||
| Q1 25 | 1.20× | 0.93× | ||
| Q4 24 | 1.05× | — | ||
| Q3 24 | 1.18× | 1.26× | ||
| Q2 24 | 1.06× | 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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
RNR
暂无分部数据
