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亿客行集团（EXPE）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
亿客行集团的季度营收约是RENAISSANCERE HOLDINGS LTD的1.6倍（$3.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.8%，领先17.7%），亿客行集团同比增速更快（18.7% vs -36.8%），过去两年亿客行集团的营收复合增速更高（-0.2% vs -11.9%）
亿客行集团是总部位于美国西雅图的在线旅游服务商，旗下旅行预订平台Expedia于1996年由微软推出。用户可通过其官方网站及移动应用预订机票、酒店、租车、邮轮、特色活动及度假短租等产品，为全球消费者提供便捷的一站式旅行服务解决方案。
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。
EXPE vs RNR — 直观对比
营收规模更大
EXPE
是对方的1.6倍
$2.2B
营收增速更快
EXPE
高出55.5%
-36.8%
净利率更高
RNR
高出17.7%
5.8%
两年增速更快
EXPE
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.2B |
| 净利润 | $205.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 11.8% | — |
| 净利率 | 5.8% | 23.5% |
| 营收同比 | 18.7% | -36.8% |
| 净利润同比 | 202.5% | 72.6% |
| 每股收益（稀释后） | $1.56 | $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EXPERNR
| Q1 26 | $3.5B | $2.2B | ||
| Q4 25 | $3.5B | $3.0B | ||
| Q3 25 | $4.4B | $3.2B | ||
| Q2 25 | $3.8B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $4.1B | $4.0B | ||
| Q2 24 | $3.6B | $2.8B |
净利润EXPERNR
| Q1 26 | $205.0M | $515.8M | ||
| Q4 25 | $205.0M | $760.5M | ||
| Q3 25 | $959.0M | $916.5M | ||
| Q2 25 | $330.0M | $835.4M | ||
| Q1 25 | $-200.0M | $170.0M | ||
| Q4 24 | $299.0M | $-189.7M | ||
| Q3 24 | $684.0M | $1.2B | ||
| Q2 24 | $386.0M | $503.9M |
营业利润率EXPERNR
| Q1 26 | 11.8% | — | ||
| Q4 25 | 11.8% | 42.5% | ||
| Q3 25 | 23.5% | 46.3% | ||
| Q2 25 | 12.8% | 41.8% | ||
| Q1 25 | -2.3% | -2.0% | ||
| Q4 24 | 6.8% | -3.6% | ||
| Q3 24 | 18.8% | 43.7% | ||
| Q2 24 | 12.7% | 25.0% |
净利率EXPERNR
| Q1 26 | 5.8% | 23.5% | ||
| Q4 25 | 5.8% | 25.6% | ||
| Q3 25 | 21.7% | 28.7% | ||
| Q2 25 | 8.7% | 26.1% | ||
| Q1 25 | -6.7% | 4.9% | ||
| Q4 24 | 9.4% | -8.3% | ||
| Q3 24 | 16.8% | 29.8% | ||
| Q2 24 | 10.8% | 17.8% |
每股收益（稀释后）EXPERNR
| Q1 26 | $1.56 | $6.57 | ||
| Q4 25 | $1.56 | $16.16 | ||
| Q3 25 | $7.33 | $19.40 | ||
| Q2 25 | $2.48 | $17.20 | ||
| Q1 25 | $-1.56 | $3.27 | ||
| Q4 24 | $2.10 | $-3.76 | ||
| Q3 24 | $5.04 | $22.62 | ||
| Q2 24 | $2.80 | $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 | $5.7B | $1.6B |
| 总债务越低越好 | $6.2B | — |
| 股东权益账面价值 | $1.3B | $4.3B |
| 总资产 | $24.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 4.80× | — |
8季度趋势，按日历期对齐
现金及短期投资EXPERNR
| Q1 26 | $5.7B | $1.6B | ||
| Q4 25 | $5.7B | $1.7B | ||
| Q3 25 | $6.2B | $1.7B | ||
| Q2 25 | $6.7B | $1.4B | ||
| Q1 25 | $6.1B | $1.6B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.9B | $1.6B | ||
| Q2 24 | $6.3B | $1.6B |
总债务EXPERNR
| Q1 26 | $6.2B | — | ||
| Q4 25 | $6.2B | $2.3B | ||
| Q3 25 | $6.2B | $2.2B | ||
| Q2 25 | $6.2B | $2.3B | ||
| Q1 25 | $6.2B | $2.8B | ||
| Q4 24 | $6.3B | $1.9B | ||
| Q3 24 | $6.3B | $1.9B | ||
| Q2 24 | $6.3B | $2.0B |
股东权益EXPERNR
| Q1 26 | $1.3B | $4.3B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.3B | $11.5B | ||
| Q2 25 | $836.0M | $10.8B | ||
| Q1 25 | $1.1B | $10.3B | ||
| Q4 24 | $1.6B | $10.6B | ||
| Q3 24 | $1.3B | $11.2B | ||
| Q2 24 | $889.0M | $10.2B |
总资产EXPERNR
| Q1 26 | $24.5B | $53.7B | ||
| Q4 25 | $24.5B | $53.8B | ||
| Q3 25 | $25.1B | $54.5B | ||
| Q2 25 | $27.0B | $54.7B | ||
| Q1 25 | $26.1B | $53.6B | ||
| Q4 24 | $22.4B | $50.7B | ||
| Q3 24 | $23.4B | $52.8B | ||
| Q2 24 | $25.9B | $51.6B |
负债/权益比EXPERNR
| Q1 26 | 4.80× | — | ||
| Q4 25 | 4.80× | 0.20× | ||
| Q3 25 | 4.65× | 0.19× | ||
| Q2 25 | 7.43× | 0.21× | ||
| Q1 25 | 5.79× | 0.27× | ||
| Q4 24 | 4.02× | 0.18× | ||
| Q3 24 | 4.74× | 0.17× | ||
| Q2 24 | 7.04× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
