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Encompass Health Corp（EHC）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Encompass Health Corp的1.4倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 9.5%，领先14.0%），Encompass Health Corp同比增速更快（9.9% vs -36.8%），过去两年Encompass Health Corp的营收复合增速更高（8.3% vs -11.9%）
Encompass Health Corp前身为Amcare及HealthSouth，总部位于美国阿拉巴马州伯明翰，是美国规模最大的住院康复服务提供商，在39个州及波多黎各拥有173家住院康复医院，为中风、神经系统疾病、心肺病症、脑损伤等患者提供专业康复诊疗服务。
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。
EHC vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.5B
营收增速更快
EHC
高出46.7%
-36.8%
净利率更高
RNR
高出14.0%
9.5%
两年增速更快
EHC
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $146.1M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 16.7% | — |
| 净利率 | 9.5% | 23.5% |
| 营收同比 | 9.9% | -36.8% |
| 净利润同比 | 20.8% | 72.6% |
| 每股收益（稀释后） | $1.43 | $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EHCRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.3B | $2.8B |
净利润EHCRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $146.1M | $760.5M | ||
| Q3 25 | $126.5M | $916.5M | ||
| Q2 25 | $142.1M | $835.4M | ||
| Q1 25 | $151.5M | $170.0M | ||
| Q4 24 | $120.9M | $-189.7M | ||
| Q3 24 | $108.2M | $1.2B | ||
| Q2 24 | $114.1M | $503.9M |
营业利润率EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | 16.7% | 42.5% | ||
| Q3 25 | 14.9% | 46.3% | ||
| Q2 25 | 16.2% | 41.8% | ||
| Q1 25 | 16.4% | -2.0% | ||
| Q4 24 | 14.3% | -3.6% | ||
| Q3 24 | 13.6% | 43.7% | ||
| Q2 24 | 14.3% | 25.0% |
净利率EHCRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 9.5% | 25.6% | ||
| Q3 25 | 8.6% | 28.7% | ||
| Q2 25 | 9.7% | 26.1% | ||
| Q1 25 | 10.4% | 4.9% | ||
| Q4 24 | 8.6% | -8.3% | ||
| Q3 24 | 8.0% | 29.8% | ||
| Q2 24 | 8.8% | 17.8% |
每股收益（稀释后）EHCRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.43 | $16.16 | ||
| Q3 25 | $1.24 | $19.40 | ||
| Q2 25 | $1.39 | $17.20 | ||
| Q1 25 | $1.48 | $3.27 | ||
| Q4 24 | $1.18 | $-3.76 | ||
| Q3 24 | $1.06 | $22.62 | ||
| Q2 24 | $1.12 | $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 | $72.2M | $1.6B |
| 总债务越低越好 | $2.4B | — |
| 股东权益账面价值 | $2.4B | $4.3B |
| 总资产 | $7.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.00× | — |
8季度趋势，按日历期对齐
现金及短期投资EHCRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $72.2M | $1.7B | ||
| Q3 25 | $48.7M | $1.7B | ||
| Q2 25 | $99.1M | $1.4B | ||
| Q1 25 | $95.8M | $1.6B | ||
| Q4 24 | $85.4M | $1.7B | ||
| Q3 24 | $147.8M | $1.6B | ||
| Q2 24 | $154.4M | $1.6B |
总债务EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.4B | $2.3B | ||
| Q3 25 | $2.4B | $2.2B | ||
| Q2 25 | $2.3B | $2.3B | ||
| Q1 25 | $2.3B | $2.8B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.3B | $1.9B | ||
| Q2 24 | $2.7B | $2.0B |
股东权益EHCRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.4B | $11.6B | ||
| Q3 25 | $2.4B | $11.5B | ||
| Q2 25 | $2.3B | $10.8B | ||
| Q1 25 | $2.2B | $10.3B | ||
| Q4 24 | $2.1B | $10.6B | ||
| Q3 24 | $2.0B | $11.2B | ||
| Q2 24 | $1.8B | $10.2B |
总资产EHCRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.1B | $53.8B | ||
| Q3 25 | $6.9B | $54.5B | ||
| Q2 25 | $6.8B | $54.7B | ||
| Q1 25 | $6.6B | $53.6B | ||
| Q4 24 | $6.5B | $50.7B | ||
| Q3 24 | $6.5B | $52.8B | ||
| Q2 24 | $6.4B | $51.6B |
负债/权益比EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.00× | 0.20× | ||
| Q3 25 | 1.01× | 0.19× | ||
| Q2 25 | 1.02× | 0.21× | ||
| Q1 25 | 1.08× | 0.27× | ||
| Q4 24 | 1.14× | 0.18× | ||
| Q3 24 | 1.20× | 0.17× | ||
| Q2 24 | 1.46× | 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 | $346.0M | — |
| 自由现金流经营现金流 - 资本支出 | $116.7M | — |
| 自由现金流率自由现金流/营收 | 7.6% | — |
| 资本支出强度资本支出/营收 | 14.8% | — |
| 现金转化率经营现金流/净利润 | 2.37× | — |
| 过去12个月自由现金流最近4个季度 | $439.2M | — |
8季度趋势，按日历期对齐
经营现金流EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | $346.0M | $483.0M | ||
| Q3 25 | $270.8M | $1.6B | ||
| Q2 25 | $270.2M | $1.5B | ||
| Q1 25 | $288.6M | $157.8M | ||
| Q4 24 | $278.8M | $778.9M | ||
| Q3 24 | $267.8M | $1.5B | ||
| Q2 24 | $217.4M | $1.2B |
自由现金流EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | $116.7M | — | ||
| Q3 25 | $83.7M | — | ||
| Q2 25 | $113.3M | — | ||
| Q1 25 | $125.5M | — | ||
| Q4 24 | $80.1M | — | ||
| Q3 24 | $120.3M | — | ||
| Q2 24 | $60.5M | — |
自由现金流率EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.6% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 5.7% | — | ||
| Q3 24 | 8.9% | — | ||
| Q2 24 | 4.6% | — |
资本支出强度EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 12.7% | — | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 11.2% | — | ||
| Q4 24 | 14.1% | — | ||
| Q3 24 | 10.9% | — | ||
| Q2 24 | 12.1% | — |
现金转化率EHCRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.37× | 0.64× | ||
| Q3 25 | 2.14× | 1.73× | ||
| Q2 25 | 1.90× | 1.76× | ||
| Q1 25 | 1.90× | 0.93× | ||
| Q4 24 | 2.31× | — | ||
| Q3 24 | 2.48× | 1.26× | ||
| Q2 24 | 1.91× | 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
EHC
| Medicare | $1.0B | 66% |
| Medicare Advantage | $243.1M | 16% |
| Managed Care | $160.7M | 10% |
| Medicaid | $47.0M | 3% |
| Other Income Source | $44.8M | 3% |
| Other Thirdparty Payors | $11.2M | 1% |
| Workers Compensation | $7.6M | 0% |
| Patients | $4.6M | 0% |
RNR
暂无分部数据
