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伊士曼化工(EMN)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的季度营收约是伊士曼化工的1.1倍($2.2B vs $2.0B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 5.3%,领先18.2%),伊士曼化工同比增速更快(-13.8% vs -36.8%),过去两年伊士曼化工的营收复合增速更高(-8.6% vs -11.9%)
伊士曼化工是总部位于美国田纳西州金斯波特的全球特种材料企业,前身为柯达子公司,1920年成立,1994年独立运营。公司在全球拥有36个生产基地、约1.4万名员工,生产各类先进材料、化学品和纤维产品,广泛应用于日常生活领域,2023年销售额约92.1亿美元。
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。
EMN vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$2.0B
营收增速更快
EMN
高出22.9%
-36.8%
净利率更高
RNR
高出18.2%
5.3%
两年增速更快
EMN
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.0B | $2.2B |
| 净利润 | $105.0M | $515.8M |
| 毛利率 | 17.1% | — |
| 营业利润率 | — | — |
| 净利率 | 5.3% | 23.5% |
| 营收同比 | -13.8% | -36.8% |
| 净利润同比 | -42.3% | 72.6% |
| 每股收益(稀释后) | $0.93 | $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
EMN
RNR
| Q1 26 | $2.0B | $2.2B | ||
| Q4 25 | $2.0B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.3B | $3.2B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.2B | $2.3B | ||
| Q3 24 | $2.5B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润
EMN
RNR
| Q1 26 | $105.0M | $515.8M | ||
| Q4 25 | $105.0M | $760.5M | ||
| Q3 25 | $47.0M | $916.5M | ||
| Q2 25 | $140.0M | $835.4M | ||
| Q1 25 | $182.0M | $170.0M | ||
| Q4 24 | $330.0M | $-189.7M | ||
| Q3 24 | $180.0M | $1.2B | ||
| Q2 24 | $230.0M | $503.9M |
毛利率
EMN
RNR
| Q1 26 | 17.1% | — | ||
| Q4 25 | 17.1% | — | ||
| Q3 25 | 19.7% | — | ||
| Q2 25 | 22.1% | — | ||
| Q1 25 | 24.8% | — | ||
| Q4 24 | 24.7% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 25.3% | — |
营业利润率
EMN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 42.5% | ||
| Q3 25 | 6.1% | 46.3% | ||
| Q2 25 | 7.4% | 41.8% | ||
| Q1 25 | 11.0% | -2.0% | ||
| Q4 24 | 13.2% | -3.6% | ||
| Q3 24 | 11.4% | 43.7% | ||
| Q2 24 | 12.1% | 25.0% |
净利率
EMN
RNR
| Q1 26 | 5.3% | 23.5% | ||
| Q4 25 | 5.3% | 25.6% | ||
| Q3 25 | 2.1% | 28.7% | ||
| Q2 25 | 6.1% | 26.1% | ||
| Q1 25 | 7.9% | 4.9% | ||
| Q4 24 | 14.7% | -8.3% | ||
| Q3 24 | 7.3% | 29.8% | ||
| Q2 24 | 9.7% | 17.8% |
每股收益(稀释后)
EMN
RNR
| Q1 26 | $0.93 | $6.57 | ||
| Q4 25 | $0.93 | $16.16 | ||
| Q3 25 | $0.40 | $19.40 | ||
| Q2 25 | $1.20 | $17.20 | ||
| Q1 25 | $1.57 | $3.27 | ||
| Q4 24 | $2.81 | $-3.76 | ||
| Q3 24 | $1.53 | $22.62 | ||
| Q2 24 | $1.94 | $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 | $566.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.0B | $4.3B |
| 总资产 | $14.9B | $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
EMN
RNR
| Q1 26 | $566.0M | $1.6B | ||
| Q4 25 | $566.0M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $837.0M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务
EMN
RNR
| 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
EMN
RNR
| Q1 26 | $6.0B | $4.3B | ||
| Q4 25 | $6.0B | $11.6B | ||
| Q3 25 | $5.8B | $11.5B | ||
| Q2 25 | $5.8B | $10.8B | ||
| Q1 25 | $5.9B | $10.3B | ||
| Q4 24 | $5.8B | $10.6B | ||
| Q3 24 | $5.7B | $11.2B | ||
| Q2 24 | $5.6B | $10.2B |
总资产
EMN
RNR
| Q1 26 | $14.9B | $53.7B | ||
| Q4 25 | $14.9B | $53.8B | ||
| Q3 25 | $15.0B | $54.5B | ||
| Q2 25 | $15.2B | $54.7B | ||
| Q1 25 | $15.0B | $53.6B | ||
| Q4 24 | $15.2B | $50.7B | ||
| Q3 24 | $15.1B | $52.8B | ||
| Q2 24 | $14.9B | $51.6B |
负债/权益比
EMN
RNR
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图