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ENSIGN GROUP, INC（ENSG）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ENSIGN GROUP, INC的1.6倍（$2.2B vs $1.3B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.1%，领先16.4%），ENSIGN GROUP, INC同比增速更快（19.0% vs -36.8%），过去两年ENSIGN GROUP, INC的营收复合增速更高（15.5% vs -11.9%）
Ensign Energy Services Inc.是加拿大上市油田服务提供商，成立于1987年，总部位于阿尔伯塔省卡尔加里，业务覆盖北美及全球多个市场，公司普通股在多伦多证券交易所挂牌交易，交易代码为ESI。
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。
ENSG vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.3B
营收增速更快
ENSG
高出55.8%
-36.8%
净利率更高
RNR
高出16.4%
7.1%
两年增速更快
ENSG
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $95.5M | $515.8M |
| 毛利率 | 20.3% | — |
| 营业利润率 | 9.2% | — |
| 净利率 | 7.1% | 23.5% |
| 营收同比 | 19.0% | -36.8% |
| 净利润同比 | 19.8% | 72.6% |
| 每股收益（稀释后） | $1.61 | $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ENSGRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润ENSGRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $95.5M | $760.5M | ||
| Q3 25 | $83.8M | $916.5M | ||
| Q2 25 | $84.4M | $835.4M | ||
| Q1 25 | $80.3M | $170.0M | ||
| Q4 24 | $79.7M | $-189.7M | ||
| Q3 24 | $78.4M | $1.2B | ||
| Q2 24 | $71.0M | $503.9M |
毛利率ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 20.9% | — | ||
| Q4 24 | 20.8% | — | ||
| Q3 24 | 20.5% | — | ||
| Q2 24 | 20.8% | — |
营业利润率ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.2% | 42.5% | ||
| Q3 25 | 7.5% | 46.3% | ||
| Q2 25 | 8.5% | 41.8% | ||
| Q1 25 | 8.6% | -2.0% | ||
| Q4 24 | 8.9% | -3.6% | ||
| Q3 24 | 8.3% | 43.7% | ||
| Q2 24 | 8.3% | 25.0% |
净利率ENSGRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.1% | 25.6% | ||
| Q3 25 | 6.5% | 28.7% | ||
| Q2 25 | 6.9% | 26.1% | ||
| Q1 25 | 6.8% | 4.9% | ||
| Q4 24 | 7.0% | -8.3% | ||
| Q3 24 | 7.3% | 29.8% | ||
| Q2 24 | 6.9% | 17.8% |
每股收益（稀释后）ENSGRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.61 | $16.16 | ||
| Q3 25 | $1.42 | $19.40 | ||
| Q2 25 | $1.44 | $17.20 | ||
| Q1 25 | $1.37 | $3.27 | ||
| Q4 24 | $1.37 | $-3.76 | ||
| Q3 24 | $1.34 | $22.62 | ||
| Q2 24 | $1.22 | $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 | $572.4M | $1.6B |
| 总债务越低越好 | $144.4M | — |
| 股东权益账面价值 | $2.2B | $4.3B |
| 总资产 | $5.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.06× | — |
8季度趋势，按日历期对齐
现金及短期投资ENSGRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $572.4M | $1.7B | ||
| Q3 25 | $506.3M | $1.7B | ||
| Q2 25 | $418.4M | $1.4B | ||
| Q1 25 | $344.5M | $1.6B | ||
| Q4 24 | $526.9M | $1.7B | ||
| Q3 24 | $571.0M | $1.6B | ||
| Q2 24 | $501.5M | $1.6B |
总债务ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | $144.4M | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $148.4M | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益ENSGRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.2B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $2.0B | $10.8B | ||
| Q1 25 | $1.9B | $10.3B | ||
| Q4 24 | $1.8B | $10.6B | ||
| Q3 24 | $1.7B | $11.2B | ||
| Q2 24 | $1.7B | $10.2B |
总资产ENSGRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $5.5B | $53.8B | ||
| Q3 25 | $5.2B | $54.5B | ||
| Q2 25 | $4.9B | $54.7B | ||
| Q1 25 | $4.8B | $53.6B | ||
| Q4 24 | $4.7B | $50.7B | ||
| Q3 24 | $4.6B | $52.8B | ||
| Q2 24 | $4.4B | $51.6B |
负债/权益比ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.06× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.08× | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 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 | $183.3M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.92× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $483.0M | ||
| Q3 25 | $153.0M | $1.6B | ||
| Q2 25 | $155.7M | $1.5B | ||
| Q1 25 | $72.2M | $157.8M | ||
| Q4 24 | $100.5M | $778.9M | ||
| Q3 24 | $134.5M | $1.5B | ||
| Q2 24 | $76.9M | $1.2B |
现金转化率ENSGRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 0.64× | ||
| Q3 25 | 1.82× | 1.73× | ||
| Q2 25 | 1.85× | 1.76× | ||
| Q1 25 | 0.90× | 0.93× | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | 1.71× | 1.26× | ||
| Q2 24 | 1.08× | 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
ENSG
| Skilled Services Segment | $1.3B | 97% |
| Standard Bearer Segment | $34.5M | 3% |
RNR
暂无分部数据
