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美国艺电（EA）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的季度营收约是美国艺电的1.2倍（$2.2B vs $1.9B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.6%，领先18.9%），美国艺电同比增速更快（1.0% vs -36.8%），过去两年美国艺电的营收复合增速更高（3.4% vs -11.9%）
美国艺电（EA）是总部位于美国加利福尼亚州雷德伍德城的电子游戏企业，1982年5月由前苹果员工特里普·霍金斯创立。作为早期家用电脑游戏行业的先驱，公司将旗下游戏设计师与程序员称作“软件艺术家”，是全球知名的游戏厂商。
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。
EA vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.9B
营收增速更快
EA
高出37.7%
-36.8%
净利率更高
RNR
高出18.9%
4.6%
两年增速更快
EA
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.2B |
| 净利润 | $88.0M | $515.8M |
| 毛利率 | 73.8% | — |
| 营业利润率 | 6.7% | — |
| 净利率 | 4.6% | 23.5% |
| 营收同比 | 1.0% | -36.8% |
| 净利润同比 | -70.0% | 72.6% |
| 每股收益（稀释后） | $0.35 | $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EARNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.9B | $3.5B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
净利润EARNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $88.0M | $760.5M | ||
| Q3 25 | $137.0M | $916.5M | ||
| Q2 25 | $201.0M | $835.4M | ||
| Q1 25 | $254.0M | $170.0M | ||
| Q4 24 | $293.0M | $-189.7M | ||
| Q3 24 | $294.0M | $1.2B | ||
| Q2 24 | $280.0M | $503.9M |
毛利率EARNR
| Q1 26 | — | — | ||
| Q4 25 | 73.8% | — | ||
| Q3 25 | 75.9% | — | ||
| Q2 25 | 83.3% | — | ||
| Q1 25 | 80.6% | — | ||
| Q4 24 | 75.8% | — | ||
| Q3 24 | 77.5% | — | ||
| Q2 24 | 84.2% | — |
营业利润率EARNR
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 42.5% | ||
| Q3 25 | 10.9% | 46.3% | ||
| Q2 25 | 16.2% | 41.8% | ||
| Q1 25 | 20.8% | -2.0% | ||
| Q4 24 | 20.0% | -3.6% | ||
| Q3 24 | 19.0% | 43.7% | ||
| Q2 24 | 21.9% | 25.0% |
净利率EARNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.6% | 25.6% | ||
| Q3 25 | 7.4% | 28.7% | ||
| Q2 25 | 12.0% | 26.1% | ||
| Q1 25 | 13.4% | 4.9% | ||
| Q4 24 | 15.6% | -8.3% | ||
| Q3 24 | 14.5% | 29.8% | ||
| Q2 24 | 16.9% | 17.8% |
每股收益（稀释后）EARNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.35 | $16.16 | ||
| Q3 25 | $0.54 | $19.40 | ||
| Q2 25 | $0.79 | $17.20 | ||
| Q1 25 | $0.99 | $3.27 | ||
| Q4 24 | $1.11 | $-3.76 | ||
| Q3 24 | $1.11 | $22.62 | ||
| Q2 24 | $1.04 | $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 | $2.8B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.2B | $4.3B |
| 总资产 | $13.3B | $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EARNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.8B | $1.7B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.8B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $2.4B | $1.6B |
总债务EARNR
| 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EARNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.2B | $11.6B | ||
| Q3 25 | $6.0B | $11.5B | ||
| Q2 25 | $6.1B | $10.8B | ||
| Q1 25 | $6.4B | $10.3B | ||
| Q4 24 | $7.4B | $10.6B | ||
| Q3 24 | $7.4B | $11.2B | ||
| Q2 24 | $7.4B | $10.2B |
总资产EARNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.3B | $53.8B | ||
| Q3 25 | $11.9B | $54.5B | ||
| Q2 25 | $11.7B | $54.7B | ||
| Q1 25 | $12.4B | $53.6B | ||
| Q4 24 | $13.5B | $50.7B | ||
| Q3 24 | $13.1B | $52.8B | ||
| Q2 24 | $12.7B | $51.6B |
负债/权益比EARNR
| 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 | $1.8B | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 20.75× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流EARNR
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $483.0M | ||
| Q3 25 | $130.0M | $1.6B | ||
| Q2 25 | $17.0M | $1.5B | ||
| Q1 25 | $549.0M | $157.8M | ||
| Q4 24 | $1.2B | $778.9M | ||
| Q3 24 | $234.0M | $1.5B | ||
| Q2 24 | $120.0M | $1.2B |
现金转化率EARNR
| Q1 26 | — | — | ||
| Q4 25 | 20.75× | 0.64× | ||
| Q3 25 | 0.95× | 1.73× | ||
| Q2 25 | 0.08× | 1.76× | ||
| Q1 25 | 2.16× | 0.93× | ||
| Q4 24 | 4.01× | — | ||
| Q3 24 | 0.80× | 1.26× | ||
| Q2 24 | 0.43× | 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
EA
| Live Services And Other Net Revenue | $1.3B | 67% |
| PC And Other Net Revenue | $465.0M | 24% |
| Packaged Goods Net Revenue | $86.0M | 5% |
| Other | $56.0M | 3% |
| Estimated Service Offering Period | $25.0M | 1% |
RNR
暂无分部数据
