vs
Entergy(ETR)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
Entergy的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍($3.0B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 8.1%,领先15.4%),Entergy同比增速更快(7.9% vs -36.8%),过去两年Entergy的营收复合增速更高(2.9% vs -11.9%)
Entergy是美国能源企业,主营电力生产及零售配送业务,服务覆盖美国南部腹地,总部设于路易斯安那州新奥尔良。公司为阿肯色、路易斯安那、密西西比、得克萨斯四州共300万用户供电,发电装机容量约24000兆瓦,年营收110亿美元,员工规模超12000人。
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。
ETR vs RNR — 直观对比
营收规模更大
ETR
是对方的1.3倍
$2.2B
营收增速更快
ETR
高出44.7%
-36.8%
净利率更高
RNR
高出15.4%
8.1%
两年增速更快
ETR
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $3.0B | $2.2B |
| 净利润 | $240.5M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 18.4% | — |
| 净利率 | 8.1% | 23.5% |
| 营收同比 | 7.9% | -36.8% |
| 净利润同比 | -16.2% | 72.6% |
| 每股收益(稀释后) | $0.51 | $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
ETR
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $3.8B | $3.2B | ||
| Q2 25 | $3.3B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $2.7B | $2.3B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.0B | $2.8B |
净利润
ETR
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $240.5M | $760.5M | ||
| Q3 25 | $698.4M | $916.5M | ||
| Q2 25 | $472.0M | $835.4M | ||
| Q1 25 | $362.4M | $170.0M | ||
| Q4 24 | $287.2M | $-189.7M | ||
| Q3 24 | $645.8M | $1.2B | ||
| Q2 24 | $51.7M | $503.9M |
营业利润率
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | 18.4% | 42.5% | ||
| Q3 25 | 29.4% | 46.3% | ||
| Q2 25 | 25.2% | 41.8% | ||
| Q1 25 | 24.6% | -2.0% | ||
| Q4 24 | 24.4% | -3.6% | ||
| Q3 24 | 33.2% | 43.7% | ||
| Q2 24 | 20.9% | 25.0% |
净利率
ETR
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.1% | 25.6% | ||
| Q3 25 | 18.3% | 28.7% | ||
| Q2 25 | 14.2% | 26.1% | ||
| Q1 25 | 12.7% | 4.9% | ||
| Q4 24 | 10.5% | -8.3% | ||
| Q3 24 | 19.1% | 29.8% | ||
| Q2 24 | 1.8% | 17.8% |
每股收益(稀释后)
ETR
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.51 | $16.16 | ||
| Q3 25 | $1.53 | $19.40 | ||
| Q2 25 | $1.05 | $17.20 | ||
| Q1 25 | $0.82 | $3.27 | ||
| Q4 24 | $0.66 | $-3.76 | ||
| Q3 24 | $1.50 | $22.62 | ||
| Q2 24 | $0.11 | $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 | $1.9B | $1.6B |
| 总债务越低越好 | $30.3B | — |
| 股东权益账面价值 | $16.9B | $4.3B |
| 总资产 | $71.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.79× | — |
8季度趋势,按日历期对齐
现金及短期投资
ETR
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.9B | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $859.7M | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
总债务
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | $30.3B | $2.3B | ||
| Q3 25 | $29.0B | $2.2B | ||
| Q2 25 | $29.9B | $2.3B | ||
| Q1 25 | $29.6B | $2.8B | ||
| Q4 24 | $28.0B | $1.9B | ||
| Q3 24 | $27.9B | $1.9B | ||
| Q2 24 | $27.8B | $2.0B |
股东权益
ETR
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $16.9B | $11.6B | ||
| Q3 25 | $16.7B | $11.5B | ||
| Q2 25 | $16.2B | $10.8B | ||
| Q1 25 | $15.2B | $10.3B | ||
| Q4 24 | $15.1B | $10.6B | ||
| Q3 24 | $15.0B | $11.2B | ||
| Q2 24 | $14.6B | $10.2B |
总资产
ETR
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $71.9B | $53.8B | ||
| Q3 25 | $69.8B | $54.5B | ||
| Q2 25 | $68.4B | $54.7B | ||
| Q1 25 | $66.6B | $53.6B | ||
| Q4 24 | $64.8B | $50.7B | ||
| Q3 24 | $64.5B | $52.8B | ||
| Q2 24 | $62.8B | $51.6B |
负债/权益比
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.79× | 0.20× | ||
| Q3 25 | 1.74× | 0.19× | ||
| Q2 25 | 1.85× | 0.21× | ||
| Q1 25 | 1.95× | 0.27× | ||
| Q4 24 | 1.86× | 0.18× | ||
| Q3 24 | 1.85× | 0.17× | ||
| Q2 24 | 1.91× | 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 | $1.2B | — |
| 自由现金流经营现金流 - 资本支出 | $-909.7M | — |
| 自由现金流率自由现金流/营收 | -30.7% | — |
| 资本支出强度资本支出/营收 | 71.9% | — |
| 现金转化率经营现金流/净利润 | 5.06× | — |
| 过去12个月自由现金流最近4个季度 | $-2.5B | — |
8季度趋势,按日历期对齐
经营现金流
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $483.0M | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $536.2M | $157.8M | ||
| Q4 24 | $1.4B | $778.9M | ||
| Q3 24 | $1.6B | $1.5B | ||
| Q2 24 | $1.0B | $1.2B |
自由现金流
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | $-909.7M | — | ||
| Q3 25 | $246.0M | — | ||
| Q2 25 | $-746.6M | — | ||
| Q1 25 | $-1.1B | — | ||
| Q4 24 | $-193.8M | — | ||
| Q3 24 | $421.8M | — | ||
| Q2 24 | $-137.8M | — |
自由现金流率
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | -30.7% | — | ||
| Q3 25 | 6.5% | — | ||
| Q2 25 | -22.4% | — | ||
| Q1 25 | -39.5% | — | ||
| Q4 24 | -7.1% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | -4.7% | — |
资本支出强度
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | — | ||
| Q3 25 | 49.5% | — | ||
| Q2 25 | 60.3% | — | ||
| Q1 25 | 58.3% | — | ||
| Q4 24 | 57.4% | — | ||
| Q3 24 | 33.7% | — | ||
| Q2 24 | 39.4% | — |
现金转化率
ETR
RNR
| Q1 26 | — | — | ||
| Q4 25 | 5.06× | 0.64× | ||
| Q3 25 | 3.06× | 1.73× | ||
| Q2 25 | 2.67× | 1.76× | ||
| Q1 25 | 1.48× | 0.93× | ||
| Q4 24 | 4.80× | — | ||
| Q3 24 | 2.42× | 1.26× | ||
| Q2 24 | 19.82× | 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
ETR
| Electricity Us Regulated | $2.9B | 100% |
| Other | $13.7M | 0% |
RNR
暂无分部数据