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艺康(ECL)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
艺康的季度营收约是RENAISSANCERE HOLDINGS LTD的1.9倍($4.1B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 10.6%,领先12.9%),艺康同比增速更快(10.0% vs -36.8%),过去两年艺康的营收复合增速更高(1.0% vs -11.9%)
艺康(Ecolab)总部位于美国明尼苏达州圣保罗市,是全球领先的水处理、清洁消毒与卫生防护产品提供商,核心客户群体覆盖各领域商业机构与工业企业,可助力客户提升运营效率、保障公共卫生安全、实现可持续发展。
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。
ECL vs RNR — 直观对比
营收规模更大
ECL
是对方的1.9倍
$2.2B
营收增速更快
ECL
高出46.8%
-36.8%
净利率更高
RNR
高出12.9%
10.6%
两年增速更快
ECL
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.1B | $2.2B |
| 净利润 | $432.6M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 15.3% | — |
| 净利率 | 10.6% | 23.5% |
| 营收同比 | 10.0% | -36.8% |
| 净利润同比 | 1.3% | 72.6% |
| 每股收益(稀释后) | $1.52 | $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
ECL
RNR
| Q2 26 | $4.1B | — | ||
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.2B | $3.0B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.0B | $3.2B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.0B | $4.0B |
净利润
ECL
RNR
| Q2 26 | $432.6M | — | ||
| Q1 26 | — | $515.8M | ||
| Q4 25 | $563.9M | $760.5M | ||
| Q3 25 | $585.0M | $916.5M | ||
| Q2 25 | $524.2M | $835.4M | ||
| Q1 25 | $402.5M | $170.0M | ||
| Q4 24 | $472.9M | $-189.7M | ||
| Q3 24 | $736.5M | $1.2B |
毛利率
ECL
RNR
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 44.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 44.8% | — | ||
| Q1 25 | 44.2% | — | ||
| Q4 24 | 43.3% | — | ||
| Q3 24 | 43.4% | — |
营业利润率
ECL
RNR
| Q2 26 | 15.3% | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | 42.5% | ||
| Q3 25 | 18.3% | 46.3% | ||
| Q2 25 | 17.6% | 41.8% | ||
| Q1 25 | 15.0% | -2.0% | ||
| Q4 24 | 14.6% | -3.6% | ||
| Q3 24 | 26.1% | 43.7% |
净利率
ECL
RNR
| Q2 26 | 10.6% | — | ||
| Q1 26 | — | 23.5% | ||
| Q4 25 | 13.4% | 25.6% | ||
| Q3 25 | 14.0% | 28.7% | ||
| Q2 25 | 13.0% | 26.1% | ||
| Q1 25 | 10.9% | 4.9% | ||
| Q4 24 | 11.8% | -8.3% | ||
| Q3 24 | 18.4% | 29.8% |
每股收益(稀释后)
ECL
RNR
| Q2 26 | $1.52 | — | ||
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.98 | $16.16 | ||
| Q3 25 | $2.05 | $19.40 | ||
| Q2 25 | $1.84 | $17.20 | ||
| Q1 25 | $1.41 | $3.27 | ||
| Q4 24 | $1.65 | $-3.76 | ||
| Q3 24 | $2.58 | $22.62 |
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 | $519.8K | $1.6B |
| 总债务越低越好 | $8.5M | — |
| 股东权益账面价值 | $10.0M | $4.3B |
| 总资产 | $25.0M | $53.7B |
| 负债/权益比越低杠杆越低 | 0.85× | — |
8季度趋势,按日历期对齐
现金及短期投资
ECL
RNR
| Q2 26 | $519.8K | — | ||
| Q1 26 | — | $1.6B | ||
| Q4 25 | $646.2M | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B |
总债务
ECL
RNR
| Q2 26 | $8.5M | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $7.4B | $2.3B | ||
| Q3 25 | $8.1B | $2.2B | ||
| Q2 25 | $7.5B | $2.3B | ||
| Q1 25 | $7.0B | $2.8B | ||
| Q4 24 | $6.9B | $1.9B | ||
| Q3 24 | $7.0B | $1.9B |
股东权益
ECL
RNR
| Q2 26 | $10.0M | — | ||
| Q1 26 | — | $4.3B | ||
| Q4 25 | $9.8B | $11.6B | ||
| Q3 25 | $9.7B | $11.5B | ||
| Q2 25 | $9.3B | $10.8B | ||
| Q1 25 | $8.9B | $10.3B | ||
| Q4 24 | $8.8B | $10.6B | ||
| Q3 24 | $8.5B | $11.2B |
总资产
ECL
RNR
| Q2 26 | $25.0M | — | ||
| Q1 26 | — | $53.7B | ||
| Q4 25 | $24.7B | $53.8B | ||
| Q3 25 | $23.9B | $54.5B | ||
| Q2 25 | $23.7B | $54.7B | ||
| Q1 25 | $22.4B | $53.6B | ||
| Q4 24 | $22.4B | $50.7B | ||
| Q3 24 | $22.1B | $52.8B |
负债/权益比
ECL
RNR
| Q2 26 | 0.85× | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.75× | 0.20× | ||
| Q3 25 | 0.83× | 0.19× | ||
| Q2 25 | 0.81× | 0.21× | ||
| Q1 25 | 0.79× | 0.27× | ||
| Q4 24 | 0.79× | 0.18× | ||
| Q3 24 | 0.82× | 0.17× |
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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
RNR
暂无分部数据