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礼蓝动物保健（ELAN）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的季度营收约是礼蓝动物保健的1.9倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -24.1%，领先47.6%），礼蓝动物保健同比增速更快（12.2% vs -36.8%），过去两年礼蓝动物保健的营收复合增速更高（-2.6% vs -11.9%）
礼蓝动物保健是一家美国动物保健制药企业，专注于生产宠物及家畜用药品与疫苗。该公司原为礼来公司旗下子公司，2019年完成分拆独立，目前是全球第三大动物保健企业。
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。
ELAN vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.1B
营收增速更快
ELAN
高出48.9%
-36.8%
净利率更高
RNR
高出47.6%
-24.1%
两年增速更快
ELAN
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $-276.0M | $515.8M |
| 毛利率 | 51.5% | — |
| 营业利润率 | -22.6% | — |
| 净利率 | -24.1% | 23.5% |
| 营收同比 | 12.2% | -36.8% |
| 净利润同比 | -3350.0% | 72.6% |
| 每股收益（稀释后） | $-0.55 | $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ELANRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.0B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润ELANRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-276.0M | $760.5M | ||
| Q3 25 | $-34.0M | $916.5M | ||
| Q2 25 | $11.0M | $835.4M | ||
| Q1 25 | $67.0M | $170.0M | ||
| Q4 24 | $-8.0M | $-189.7M | ||
| Q3 24 | $364.0M | $1.2B | ||
| Q2 24 | $-50.0M | $503.9M |
毛利率ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | 51.5% | — | ||
| Q3 25 | 53.4% | — | ||
| Q2 25 | 57.5% | — | ||
| Q1 25 | 57.3% | — | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 52.2% | — | ||
| Q2 24 | 58.2% | — |
营业利润率ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | -22.6% | 42.5% | ||
| Q3 25 | -4.4% | 46.3% | ||
| Q2 25 | 2.0% | 41.8% | ||
| Q1 25 | 5.0% | -2.0% | ||
| Q4 24 | -5.0% | -3.6% | ||
| Q3 24 | 54.3% | 43.7% | ||
| Q2 24 | -2.7% | 25.0% |
净利率ELANRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -24.1% | 25.6% | ||
| Q3 25 | -3.0% | 28.7% | ||
| Q2 25 | 0.9% | 26.1% | ||
| Q1 25 | 5.6% | 4.9% | ||
| Q4 24 | -0.8% | -8.3% | ||
| Q3 24 | 35.3% | 29.8% | ||
| Q2 24 | -4.2% | 17.8% |
每股收益（稀释后）ELANRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.55 | $16.16 | ||
| Q3 25 | $-0.07 | $19.40 | ||
| Q2 25 | $0.02 | $17.20 | ||
| Q1 25 | $0.13 | $3.27 | ||
| Q4 24 | $-0.01 | $-3.76 | ||
| Q3 24 | $0.73 | $22.62 | ||
| Q2 24 | $-0.10 | $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 | $545.0M | $1.6B |
| 总债务越低越好 | $3.9B | — |
| 股东权益账面价值 | $6.5B | $4.3B |
| 总资产 | $13.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.60× | — |
8季度趋势，按日历期对齐
现金及短期投资ELANRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $545.0M | $1.7B | ||
| Q3 25 | $505.0M | $1.7B | ||
| Q2 25 | $539.0M | $1.4B | ||
| Q1 25 | $487.0M | $1.6B | ||
| Q4 24 | $468.0M | $1.7B | ||
| Q3 24 | $490.0M | $1.6B | ||
| Q2 24 | $416.0M | $1.6B |
总债务ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.9B | $2.3B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | $4.1B | $2.3B | ||
| Q1 25 | $4.4B | $2.8B | ||
| Q4 24 | $4.3B | $1.9B | ||
| Q3 24 | $4.4B | $1.9B | ||
| Q2 24 | $5.7B | $2.0B |
股东权益ELANRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.5B | $11.6B | ||
| Q3 25 | $6.7B | $11.5B | ||
| Q2 25 | $6.8B | $10.8B | ||
| Q1 25 | $6.4B | $10.3B | ||
| Q4 24 | $6.1B | $10.6B | ||
| Q3 24 | $6.5B | $11.2B | ||
| Q2 24 | $5.9B | $10.2B |
总资产ELANRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.4B | $53.8B | ||
| Q3 25 | $13.6B | $54.5B | ||
| Q2 25 | $13.7B | $54.7B | ||
| Q1 25 | $12.9B | $53.6B | ||
| Q4 24 | $12.6B | $50.7B | ||
| Q3 24 | $13.3B | $52.8B | ||
| Q2 24 | $13.8B | $51.6B |
负债/权益比ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.60× | 0.20× | ||
| Q3 25 | 0.59× | 0.19× | ||
| Q2 25 | 0.61× | 0.21× | ||
| Q1 25 | 0.69× | 0.27× | ||
| Q4 24 | 0.70× | 0.18× | ||
| Q3 24 | 0.67× | 0.17× | ||
| Q2 24 | 0.96× | 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 | $108.0M | — |
| 自由现金流经营现金流 - 资本支出 | $46.0M | — |
| 自由现金流率自由现金流/营收 | 4.0% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $284.0M | — |
8季度趋势，按日历期对齐
经营现金流ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | $108.0M | $483.0M | ||
| Q3 25 | $219.0M | $1.6B | ||
| Q2 25 | $237.0M | $1.5B | ||
| Q1 25 | $-4.0M | $157.8M | ||
| Q4 24 | $177.0M | $778.9M | ||
| Q3 24 | $162.0M | $1.5B | ||
| Q2 24 | $200.0M | $1.2B |
自由现金流ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | $46.0M | — | ||
| Q3 25 | $127.0M | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $-69.0M | — | ||
| Q4 24 | $130.0M | — | ||
| Q3 24 | $120.0M | — | ||
| Q2 24 | $166.0M | — |
自由现金流率ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 11.2% | — | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | -5.8% | — | ||
| Q4 24 | 12.7% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 14.0% | — |
资本支出强度ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 4.6% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 4.6% | — | ||
| Q3 24 | 4.1% | — | ||
| Q2 24 | 2.9% | — |
现金转化率ELANRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | 21.55× | 1.76× | ||
| Q1 25 | -0.06× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.45× | 1.26× | ||
| Q2 24 | — | 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
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 1% |
RNR
暂无分部数据
