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Devon Energy(DVN)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
Devon Energy的季度营收约是RENAISSANCERE HOLDINGS LTD的1.8倍($3.9B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 14.3%,领先9.2%),Devon Energy同比增速更快(-12.3% vs -36.8%),过去两年Devon Energy的营收复合增速更高(2.6% vs -11.9%)
Devon Energy是美国主营油气勘探开发的能源企业,注册地位于特拉华州,运营总部设在俄克拉荷马州俄克拉荷马市的50层Devon Energy中心,业务布局覆盖特拉华盆地、伊格尔福特产区及落基山脉区域。
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。
DVN vs RNR — 直观对比
营收规模更大
DVN
是对方的1.8倍
$2.2B
营收增速更快
DVN
高出24.5%
-36.8%
净利率更高
RNR
高出9.2%
14.3%
两年增速更快
DVN
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.9B | $2.2B |
| 净利润 | $562.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 19.0% | — |
| 净利率 | 14.3% | 23.5% |
| 营收同比 | -12.3% | -36.8% |
| 净利润同比 | -12.1% | 72.6% |
| 每股收益(稀释后) | $0.90 | $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
DVN
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.9B | $3.0B | ||
| Q3 25 | $4.3B | $3.2B | ||
| Q2 25 | $4.0B | $3.2B | ||
| Q1 25 | $4.5B | $3.5B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $3.8B | $4.0B | ||
| Q2 24 | $3.9B | $2.8B |
净利润
DVN
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $562.0M | $760.5M | ||
| Q3 25 | $687.0M | $916.5M | ||
| Q2 25 | $899.0M | $835.4M | ||
| Q1 25 | $494.0M | $170.0M | ||
| Q4 24 | $639.0M | $-189.7M | ||
| Q3 24 | $812.0M | $1.2B | ||
| Q2 24 | $844.0M | $503.9M |
营业利润率
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 19.0% | 42.5% | ||
| Q3 25 | 21.5% | 46.3% | ||
| Q2 25 | 28.7% | 41.8% | ||
| Q1 25 | 14.2% | -2.0% | ||
| Q4 24 | 18.7% | -3.6% | ||
| Q3 24 | 28.0% | 43.7% | ||
| Q2 24 | 26.7% | 25.0% |
净利率
DVN
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 14.3% | 25.6% | ||
| Q3 25 | 16.2% | 28.7% | ||
| Q2 25 | 22.2% | 26.1% | ||
| Q1 25 | 10.9% | 4.9% | ||
| Q4 24 | 14.2% | -8.3% | ||
| Q3 24 | 21.4% | 29.8% | ||
| Q2 24 | 21.7% | 17.8% |
每股收益(稀释后)
DVN
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.90 | $16.16 | ||
| Q3 25 | $1.09 | $19.40 | ||
| Q2 25 | $1.41 | $17.20 | ||
| Q1 25 | $0.77 | $3.27 | ||
| Q4 24 | $0.98 | $-3.76 | ||
| Q3 24 | $1.30 | $22.62 | ||
| Q2 24 | $1.34 | $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 | $1.4B | $1.6B |
| 总债务越低越好 | $8.4B | — |
| 股东权益账面价值 | $15.5B | $4.3B |
| 总资产 | $31.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.54× | — |
8季度趋势,按日历期对齐
现金及短期投资
DVN
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.7B | $1.4B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $811.0M | $1.7B | ||
| Q3 24 | $645.0M | $1.6B | ||
| Q2 24 | $1.1B | $1.6B |
总债务
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | $8.4B | $2.3B | ||
| Q3 25 | $8.4B | $2.2B | ||
| Q2 25 | $8.9B | $2.3B | ||
| Q1 25 | $8.9B | $2.8B | ||
| Q4 24 | $8.9B | $1.9B | ||
| Q3 24 | $8.9B | $1.9B | ||
| Q2 24 | $6.1B | $2.0B |
股东权益
DVN
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $15.5B | $11.6B | ||
| Q3 25 | $15.3B | $11.5B | ||
| Q2 25 | $15.1B | $10.8B | ||
| Q1 25 | $14.5B | $10.3B | ||
| Q4 24 | $14.5B | $10.6B | ||
| Q3 24 | $14.3B | $11.2B | ||
| Q2 24 | $12.6B | $10.2B |
总资产
DVN
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $31.6B | $53.8B | ||
| Q3 25 | $31.2B | $54.5B | ||
| Q2 25 | $31.4B | $54.7B | ||
| Q1 25 | $30.9B | $53.6B | ||
| Q4 24 | $30.5B | $50.7B | ||
| Q3 24 | $30.3B | $52.8B | ||
| Q2 24 | $25.2B | $51.6B |
负债/权益比
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.54× | 0.20× | ||
| Q3 25 | 0.55× | 0.19× | ||
| Q2 25 | 0.59× | 0.21× | ||
| Q1 25 | 0.61× | 0.27× | ||
| Q4 24 | 0.61× | 0.18× | ||
| Q3 24 | 0.62× | 0.17× | ||
| Q2 24 | 0.49× | 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 | $1.5B | — |
| 自由现金流经营现金流 - 资本支出 | $702.0M | — |
| 自由现金流率自由现金流/营收 | 17.8% | — |
| 资本支出强度资本支出/营收 | 21.1% | — |
| 现金转化率经营现金流/净利润 | 2.73× | — |
| 过去12个月自由现金流最近4个季度 | $3.1B | — |
8季度趋势,按日历期对齐
经营现金流
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $483.0M | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.9B | $157.8M | ||
| Q4 24 | $1.7B | $778.9M | ||
| Q3 24 | $1.7B | $1.5B | ||
| Q2 24 | $1.5B | $1.2B |
自由现金流
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | $702.0M | — | ||
| Q3 25 | $820.0M | — | ||
| Q2 25 | $589.0M | — | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $738.0M | — | ||
| Q3 24 | $786.0M | — | ||
| Q2 24 | $587.0M | — |
自由现金流率
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 17.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 14.6% | — | ||
| Q1 25 | 22.2% | — | ||
| Q4 24 | 16.4% | — | ||
| Q3 24 | 20.7% | — | ||
| Q2 24 | 15.1% | — |
资本支出强度
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 21.1% | — | ||
| Q3 25 | 20.5% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | 20.5% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 24.3% | — |
现金转化率
DVN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 2.73× | 0.64× | ||
| Q3 25 | 2.46× | 1.73× | ||
| Q2 25 | 1.72× | 1.76× | ||
| Q1 25 | 3.93× | 0.93× | ||
| Q4 24 | 2.60× | — | ||
| Q3 24 | 2.05× | 1.26× | ||
| Q2 24 | 1.82× | 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
DVN
| Oil Gas And NGL Sales | $2.6B | 65% |
| Marketing And Midstream Revenues | $1.4B | 35% |
RNR
暂无分部数据