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DYCOM INDUSTRIES INC（DY）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DYCOM INDUSTRIES INC的1.5倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.3%，领先16.2%），DYCOM INDUSTRIES INC同比增速更快（14.1% vs -36.8%），过去两年DYCOM INDUSTRIES INC的营收复合增速更高（23.5% vs -11.9%）
本公司是美国基础设施服务供应商，服务覆盖电力、管道、工业、通信四大领域，具备各类网络基础设施的规划、设计、安装、项目管理、运维及抢修能力。成立以来坚持内生增长，同时已收购150多家电力承包行业企业，为众多大型电力领域客户提供专业服务。
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。
DY vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
DY
高出50.9%
-36.8%
净利率更高
RNR
高出16.2%
7.3%
两年增速更快
DY
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $106.4M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 7.3% | 23.5% |
| 营收同比 | 14.1% | -36.8% |
| 净利润同比 | 52.4% | 72.6% |
| 每股收益（稀释后） | $3.63 | $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DYRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润DYRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $106.4M | $760.5M | ||
| Q3 25 | $97.5M | $916.5M | ||
| Q2 25 | $61.0M | $835.4M | ||
| Q1 25 | $32.7M | $170.0M | ||
| Q4 24 | $69.8M | $-189.7M | ||
| Q3 24 | $68.4M | $1.2B | ||
| Q2 24 | $62.6M | $503.9M |
营业利润率DYRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 42.5% | ||
| Q3 25 | 9.5% | 46.3% | ||
| Q2 25 | 6.2% | 41.8% | ||
| Q1 25 | 4.1% | -2.0% | ||
| Q4 24 | 7.2% | -3.6% | ||
| Q3 24 | 7.9% | 43.7% | ||
| Q2 24 | 6.8% | 25.0% |
净利率DYRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.3% | 25.6% | ||
| Q3 25 | 7.1% | 28.7% | ||
| Q2 25 | 4.9% | 26.1% | ||
| Q1 25 | 3.0% | 4.9% | ||
| Q4 24 | 5.5% | -8.3% | ||
| Q3 24 | 5.7% | 29.8% | ||
| Q2 24 | 5.5% | 17.8% |
每股收益（稀释后）DYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.63 | $16.16 | ||
| Q3 25 | $3.33 | $19.40 | ||
| Q2 25 | $2.09 | $17.20 | ||
| Q1 25 | $1.11 | $3.27 | ||
| Q4 24 | $2.37 | $-3.76 | ||
| Q3 24 | $2.32 | $22.62 | ||
| Q2 24 | $2.12 | $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 | $110.1M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.5B | $4.3B |
| 总资产 | $3.3B | $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DYRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $110.1M | $1.7B | ||
| Q3 25 | $28.5M | $1.7B | ||
| Q2 25 | $16.1M | $1.4B | ||
| Q1 25 | $92.7M | $1.6B | ||
| Q4 24 | $15.3M | $1.7B | ||
| Q3 24 | $19.6M | $1.6B | ||
| Q2 24 | $26.1M | $1.6B |
总债务DYRNR
| 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DYRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.5B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.3B | $10.8B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.2B | $10.6B | ||
| Q3 24 | $1.2B | $11.2B | ||
| Q2 24 | $1.1B | $10.2B |
总资产DYRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.3B | $53.8B | ||
| Q3 25 | $3.2B | $54.5B | ||
| Q2 25 | $3.1B | $54.7B | ||
| Q1 25 | $2.9B | $53.6B | ||
| Q4 24 | $3.1B | $50.7B | ||
| Q3 24 | $2.8B | $52.8B | ||
| Q2 24 | $2.6B | $51.6B |
负债/权益比DYRNR
| 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 | $220.0M | — |
| 自由现金流经营现金流 - 资本支出 | $164.8M | — |
| 自由现金流率自由现金流/营收 | 11.4% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 2.07× | — |
| 过去12个月自由现金流最近4个季度 | $296.8M | — |
8季度趋势，按日历期对齐
经营现金流DYRNR
| Q1 26 | — | — | ||
| Q4 25 | $220.0M | $483.0M | ||
| Q3 25 | $57.4M | $1.6B | ||
| Q2 25 | $-54.0M | $1.5B | ||
| Q1 25 | $328.2M | $157.8M | ||
| Q4 24 | $65.8M | $778.9M | ||
| Q3 24 | $-7.5M | $1.5B | ||
| Q2 24 | $-37.4M | $1.2B |
自由现金流DYRNR
| Q1 26 | — | — | ||
| Q4 25 | $164.8M | — | ||
| Q3 25 | $5.8M | — | ||
| Q2 25 | $-133.5M | — | ||
| Q1 25 | $259.7M | — | ||
| Q4 24 | $-8.8M | — | ||
| Q3 24 | $-72.9M | — | ||
| Q2 24 | $-79.4M | — |
自由现金流率DYRNR
| Q1 26 | — | — | ||
| Q4 25 | 11.4% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | -10.6% | — | ||
| Q1 25 | 23.9% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | -6.1% | — | ||
| Q2 24 | -6.9% | — |
资本支出强度DYRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 3.7% | — |
现金转化率DYRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.07× | 0.64× | ||
| Q3 25 | 0.59× | 1.73× | ||
| Q2 25 | -0.88× | 1.76× | ||
| Q1 25 | 10.05× | 0.93× | ||
| Q4 24 | 0.94× | — | ||
| Q3 24 | -0.11× | 1.26× | ||
| Q2 24 | -0.60× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
