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德康医疗(DXCM)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的季度营收约是德康医疗的1.7倍($2.2B vs $1.3B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 21.2%,领先2.3%),德康医疗同比增速更快(21.6% vs -36.8%),过去两年德康医疗的营收复合增速更高(12.0% vs -11.9%)
德康医疗是美国跨国医疗保健企业,专注于研发、生产及销售糖尿病管理领域的连续血糖监测(CGM)系列系统。其全球总部及研发中心位于美国加利福尼亚州圣地亚哥,生产基地分布于美国亚利桑那州梅萨、马来西亚峇都交湾及爱尔兰戈尔韦郡阿斯里。
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。
DXCM vs RNR — 直观对比
营收规模更大
RNR
是对方的1.7倍
$1.3B
营收增速更快
DXCM
高出58.3%
-36.8%
净利率更高
RNR
高出2.3%
21.2%
两年增速更快
DXCM
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $267.3M | $515.8M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 25.6% | — |
| 净利率 | 21.2% | 23.5% |
| 营收同比 | 21.6% | -36.8% |
| 净利润同比 | 153.6% | 72.6% |
| 每股收益(稀释后) | $0.67 | $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
DXCM
RNR
| Q1 26 | $1.3B | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $994.2M | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润
DXCM
RNR
| Q1 26 | $267.3M | $515.8M | ||
| Q4 25 | $267.3M | $760.5M | ||
| Q3 25 | $283.8M | $916.5M | ||
| Q2 25 | $179.8M | $835.4M | ||
| Q1 25 | $105.4M | $170.0M | ||
| Q4 24 | $151.7M | $-189.7M | ||
| Q3 24 | $134.6M | $1.2B | ||
| Q2 24 | $143.5M | $503.9M |
毛利率
DXCM
RNR
| Q1 26 | 62.9% | — | ||
| Q4 25 | 62.9% | — | ||
| Q3 25 | 60.5% | — | ||
| Q2 25 | 59.5% | — | ||
| Q1 25 | 56.9% | — | ||
| Q4 24 | 58.9% | — | ||
| Q3 24 | 59.7% | — | ||
| Q2 24 | 62.4% | — |
营业利润率
DXCM
RNR
| Q1 26 | 25.6% | — | ||
| Q4 25 | 25.6% | 42.5% | ||
| Q3 25 | 20.1% | 46.3% | ||
| Q2 25 | 18.4% | 41.8% | ||
| Q1 25 | 12.9% | -2.0% | ||
| Q4 24 | 17.0% | -3.6% | ||
| Q3 24 | 15.3% | 43.7% | ||
| Q2 24 | 15.7% | 25.0% |
净利率
DXCM
RNR
| Q1 26 | 21.2% | 23.5% | ||
| Q4 25 | 21.2% | 25.6% | ||
| Q3 25 | 23.5% | 28.7% | ||
| Q2 25 | 15.5% | 26.1% | ||
| Q1 25 | 10.2% | 4.9% | ||
| Q4 24 | 13.6% | -8.3% | ||
| Q3 24 | 13.5% | 29.8% | ||
| Q2 24 | 14.3% | 17.8% |
每股收益(稀释后)
DXCM
RNR
| Q1 26 | $0.67 | $6.57 | ||
| Q4 25 | $0.67 | $16.16 | ||
| Q3 25 | $0.70 | $19.40 | ||
| Q2 25 | $0.45 | $17.20 | ||
| Q1 25 | $0.27 | $3.27 | ||
| Q4 24 | $0.37 | $-3.76 | ||
| Q3 24 | $0.34 | $22.62 | ||
| Q2 24 | $0.35 | $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 | $917.7M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $4.3B |
| 总资产 | $6.3B | $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
DXCM
RNR
| Q1 26 | $917.7M | $1.6B | ||
| Q4 25 | $917.7M | $1.7B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $904.9M | $1.6B | ||
| Q4 24 | $606.1M | $1.7B | ||
| Q3 24 | $621.2M | $1.6B | ||
| Q2 24 | $939.2M | $1.6B |
总债务
DXCM
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
DXCM
RNR
| Q1 26 | $2.7B | $4.3B | ||
| Q4 25 | $2.7B | $11.6B | ||
| Q3 25 | $2.7B | $11.5B | ||
| Q2 25 | $2.6B | $10.8B | ||
| Q1 25 | $2.3B | $10.3B | ||
| Q4 24 | $2.1B | $10.6B | ||
| Q3 24 | $2.0B | $11.2B | ||
| Q2 24 | $2.4B | $10.2B |
总资产
DXCM
RNR
| Q1 26 | $6.3B | $53.7B | ||
| Q4 25 | $6.3B | $53.8B | ||
| Q3 25 | $7.5B | $54.5B | ||
| Q2 25 | $7.3B | $54.7B | ||
| Q1 25 | $6.8B | $53.6B | ||
| Q4 24 | $6.5B | $50.7B | ||
| Q3 24 | $6.4B | $52.8B | ||
| Q2 24 | $6.8B | $51.6B |
负债/权益比
DXCM
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