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艾默生（EMR）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
艾默生的季度营收约是RENAISSANCERE HOLDINGS LTD的2.0倍（$4.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 13.9%，领先9.6%），艾默生同比增速更快（4.1% vs -36.8%），过去两年艾默生的营收复合增速更高（-0.3% vs -11.9%）
艾默生是总部位于美国密苏里州圣路易斯的世界500强跨国企业，业务涵盖工业自动化设备、暖通控制系统、精密测量仪器的研发制造，同时面向工业、商业、消费级市场提供工程服务及对应软件工程解决方案。
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。
EMR vs RNR — 直观对比
营收规模更大
EMR
是对方的2.0倍
$2.2B
营收增速更快
EMR
高出40.9%
-36.8%
净利率更高
RNR
高出9.6%
13.9%
两年增速更快
EMR
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.3B | $2.2B |
| 净利润 | $605.0M | $515.8M |
| 毛利率 | 53.2% | — |
| 营业利润率 | 17.8% | — |
| 净利率 | 13.9% | 23.5% |
| 营收同比 | 4.1% | -36.8% |
| 净利润同比 | 3.4% | 72.6% |
| 每股收益（稀释后） | $1.07 | $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EMRRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.3B | $3.0B | ||
| Q3 25 | $4.9B | $3.2B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.4B | $3.5B | ||
| Q4 24 | $4.2B | $2.3B | ||
| Q3 24 | $4.6B | $4.0B | ||
| Q2 24 | $4.4B | $2.8B |
净利润EMRRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $605.0M | $760.5M | ||
| Q3 25 | $637.0M | $916.5M | ||
| Q2 25 | $586.0M | $835.4M | ||
| Q1 25 | $485.0M | $170.0M | ||
| Q4 24 | $585.0M | $-189.7M | ||
| Q3 24 | $996.0M | $1.2B | ||
| Q2 24 | $329.0M | $503.9M |
毛利率EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 53.2% | — | ||
| Q3 25 | 51.9% | — | ||
| Q2 25 | 52.6% | — | ||
| Q1 25 | 53.5% | — | ||
| Q4 24 | 53.5% | — | ||
| Q3 24 | 51.3% | — | ||
| Q2 24 | 52.8% | — |
营业利润率EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 17.8% | 42.5% | ||
| Q3 25 | 16.4% | 46.3% | ||
| Q2 25 | 16.1% | 41.8% | ||
| Q1 25 | 14.2% | -2.0% | ||
| Q4 24 | 18.6% | -3.6% | ||
| Q3 24 | 14.7% | 43.7% | ||
| Q2 24 | 10.4% | 25.0% |
净利率EMRRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 13.9% | 25.6% | ||
| Q3 25 | 13.1% | 28.7% | ||
| Q2 25 | 12.9% | 26.1% | ||
| Q1 25 | 10.9% | 4.9% | ||
| Q4 24 | 14.0% | -8.3% | ||
| Q3 24 | 21.6% | 29.8% | ||
| Q2 24 | 7.5% | 17.8% |
每股收益（稀释后）EMRRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.07 | $16.16 | ||
| Q3 25 | $1.12 | $19.40 | ||
| Q2 25 | $1.04 | $17.20 | ||
| Q1 25 | $0.86 | $3.27 | ||
| Q4 24 | $1.02 | $-3.76 | ||
| Q3 24 | $1.74 | $22.62 | ||
| Q2 24 | $0.57 | $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 | — | $1.6B |
| 总债务越低越好 | $7.6B | — |
| 股东权益账面价值 | $20.3B | $4.3B |
| 总资产 | $41.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.37× | — |
8季度趋势，按日历期对齐
现金及短期投资EMRRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | $7.6B | $2.3B | ||
| Q3 25 | $8.9B | $2.2B | ||
| Q2 25 | $8.3B | $2.3B | ||
| Q1 25 | $8.2B | $2.8B | ||
| Q4 24 | $6.6B | $1.9B | ||
| Q3 24 | $7.7B | $1.9B | ||
| Q2 24 | $7.1B | $2.0B |
股东权益EMRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $20.3B | $11.6B | ||
| Q3 25 | $20.3B | $11.5B | ||
| Q2 25 | $19.9B | $10.8B | ||
| Q1 25 | $19.2B | $10.3B | ||
| Q4 24 | $20.5B | $10.6B | ||
| Q3 24 | $21.6B | $11.2B | ||
| Q2 24 | $20.8B | $10.2B |
总资产EMRRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $41.9B | $53.8B | ||
| Q3 25 | $42.0B | $54.5B | ||
| Q2 25 | $42.5B | $54.7B | ||
| Q1 25 | $42.0B | $53.6B | ||
| Q4 24 | $42.6B | $50.7B | ||
| Q3 24 | $44.2B | $52.8B | ||
| Q2 24 | $45.6B | $51.6B |
负债/权益比EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.37× | 0.20× | ||
| Q3 25 | 0.44× | 0.19× | ||
| Q2 25 | 0.42× | 0.21× | ||
| Q1 25 | 0.42× | 0.27× | ||
| Q4 24 | 0.32× | 0.18× | ||
| Q3 24 | 0.36× | 0.17× | ||
| Q2 24 | 0.34× | 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 | $699.0M | — |
| 自由现金流经营现金流 - 资本支出 | $602.0M | — |
| 自由现金流率自由现金流/营收 | 13.9% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 1.16× | — |
| 过去12个月自由现金流最近4个季度 | $4.4B | — |
8季度趋势，按日历期对齐
经营现金流EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | $699.0M | $483.0M | ||
| Q3 25 | $3.1B | $1.6B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $241.0M | $157.8M | ||
| Q4 24 | $777.0M | $778.9M | ||
| Q3 24 | $3.3B | $1.5B | ||
| Q2 24 | $1.1B | $1.2B |
自由现金流EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | $602.0M | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $977.0M | — | ||
| Q1 25 | $154.0M | — | ||
| Q4 24 | $694.0M | — | ||
| Q3 24 | $2.9B | — | ||
| Q2 24 | $998.0M | — |
自由现金流率EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 13.9% | — | ||
| Q3 25 | 54.9% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 63.1% | — | ||
| Q2 24 | 22.8% | — |
资本支出强度EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 9.1% | — | ||
| Q2 24 | 2.1% | — |
现金转化率EMRRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | 0.64× | ||
| Q3 25 | 4.86× | 1.73× | ||
| Q2 25 | 1.83× | 1.76× | ||
| Q1 25 | 0.50× | 0.93× | ||
| Q4 24 | 1.33× | — | ||
| Q3 24 | 3.35× | 1.26× | ||
| Q2 24 | 3.31× | 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
EMR
| Other | $1.8B | 41% |
| Software And Systems | $1.0B | 24% |
| Intelligent Devices | $996.0M | 23% |
| Safety And Productivity | $503.0M | 12% |
RNR
暂无分部数据
