vs
Fastenal（FAST）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Fastenal的1.1倍（$2.2B vs $2.0B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 14.5%，领先9.0%），Fastenal同比增速更快（3.5% vs -36.8%），过去两年Fastenal的营收复合增速更高（2.9% vs -11.9%）
Fastenal是1967年成立的美国上市企业，总部位于明尼苏达州威诺纳，是北美最大的紧固件分销商，同时也是工业和建筑用品的主流供应商，可提供货柜备货、智能售货柜、库存管理、物流配送等一站式供应链解决方案。
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。
FAST 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
FAST
高出40.2%
-36.8%
净利率更高
RNR
高出9.0%
14.5%
两年增速更快
FAST
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 | $293.9M | $515.8M |
| 毛利率 | 44.3% | — |
| 营业利润率 | 18.9% | — |
| 净利率 | 14.5% | 23.5% |
| 营收同比 | 3.5% | -36.8% |
| 净利润同比 | -1.6% | 72.6% |
| 每股收益（稀释后） | $-0.01 | $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FASTRNR
| Q1 26 | $2.0B | $2.2B | ||
| Q4 25 | $2.0B | $3.0B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.9B | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
净利润FASTRNR
| Q1 26 | $293.9M | $515.8M | ||
| Q4 25 | $293.9M | $760.5M | ||
| Q3 25 | $335.5M | $916.5M | ||
| Q2 25 | $330.3M | $835.4M | ||
| Q1 25 | $298.7M | $170.0M | ||
| Q4 24 | $262.1M | $-189.7M | ||
| Q3 24 | $298.1M | $1.2B | ||
| Q2 24 | $292.7M | $503.9M |
毛利率FASTRNR
| Q1 26 | 44.3% | — | ||
| Q4 25 | 44.3% | — | ||
| Q3 25 | 45.3% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.1% | — | ||
| Q4 24 | 44.8% | — | ||
| Q3 24 | 44.9% | — | ||
| Q2 24 | 45.1% | — |
营业利润率FASTRNR
| Q1 26 | 18.9% | — | ||
| Q4 25 | 18.9% | 42.5% | ||
| Q3 25 | 20.7% | 46.3% | ||
| Q2 25 | 21.0% | 41.8% | ||
| Q1 25 | 20.1% | -2.0% | ||
| Q4 24 | 18.9% | -3.6% | ||
| Q3 24 | 20.3% | 43.7% | ||
| Q2 24 | 20.2% | 25.0% |
净利率FASTRNR
| Q1 26 | 14.5% | 23.5% | ||
| Q4 25 | 14.5% | 25.6% | ||
| Q3 25 | 15.7% | 28.7% | ||
| Q2 25 | 15.9% | 26.1% | ||
| Q1 25 | 15.2% | 4.9% | ||
| Q4 24 | 14.4% | -8.3% | ||
| Q3 24 | 15.6% | 29.8% | ||
| Q2 24 | 15.3% | 17.8% |
每股收益（稀释后）FASTRNR
| Q1 26 | $-0.01 | $6.57 | ||
| Q4 25 | $-0.01 | $16.16 | ||
| Q3 25 | $0.29 | $19.40 | ||
| Q2 25 | $0.29 | $17.20 | ||
| Q1 25 | $0.52 | $3.27 | ||
| Q4 24 | $0.45 | $-3.76 | ||
| Q3 24 | $0.52 | $22.62 | ||
| Q2 24 | $0.51 | $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 | $276.8M | $1.6B |
| 总债务越低越好 | $125.0M | — |
| 股东权益账面价值 | $3.9B | $4.3B |
| 总资产 | $5.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.03× | — |
8季度趋势，按日历期对齐
现金及短期投资FASTRNR
| Q1 26 | $276.8M | $1.6B | ||
| Q4 25 | $276.8M | $1.7B | ||
| Q3 25 | $288.1M | $1.7B | ||
| Q2 25 | $237.8M | $1.4B | ||
| Q1 25 | $231.8M | $1.6B | ||
| Q4 24 | $255.8M | $1.7B | ||
| Q3 24 | $292.2M | $1.6B | ||
| Q2 24 | $255.5M | $1.6B |
总债务FASTRNR
| Q1 26 | $125.0M | — | ||
| Q4 25 | $125.0M | $2.3B | ||
| Q3 25 | $195.0M | $2.2B | ||
| Q2 25 | $230.0M | $2.3B | ||
| Q1 25 | $200.0M | $2.8B | ||
| Q4 24 | $200.0M | $1.9B | ||
| Q3 24 | $240.0M | $1.9B | ||
| Q2 24 | $235.0M | $2.0B |
股东权益FASTRNR
| Q1 26 | $3.9B | $4.3B | ||
| Q4 25 | $3.9B | $11.6B | ||
| Q3 25 | $3.9B | $11.5B | ||
| Q2 25 | $3.8B | $10.8B | ||
| Q1 25 | $3.7B | $10.3B | ||
| Q4 24 | $3.6B | $10.6B | ||
| Q3 24 | $3.6B | $11.2B | ||
| Q2 24 | $3.5B | $10.2B |
总资产FASTRNR
| Q1 26 | $5.1B | $53.7B | ||
| Q4 25 | $5.1B | $53.8B | ||
| Q3 25 | $5.1B | $54.5B | ||
| Q2 25 | $5.0B | $54.7B | ||
| Q1 25 | $4.9B | $53.6B | ||
| Q4 24 | $4.7B | $50.7B | ||
| Q3 24 | $4.7B | $52.8B | ||
| Q2 24 | $4.6B | $51.6B |
负债/权益比FASTRNR
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.03× | 0.20× | ||
| Q3 25 | 0.05× | 0.19× | ||
| Q2 25 | 0.06× | 0.21× | ||
| Q1 25 | 0.05× | 0.27× | ||
| Q4 24 | 0.06× | 0.18× | ||
| Q3 24 | 0.07× | 0.17× | ||
| Q2 24 | 0.07× | 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 | $368.2M | — |
| 自由现金流经营现金流 - 资本支出 | $308.2M | — |
| 自由现金流率自由现金流/营收 | 15.2% | — |
| 资本支出强度资本支出/营收 | 3.0% | — |
| 现金转化率经营现金流/净利润 | 1.25× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流FASTRNR
| Q1 26 | $368.2M | — | ||
| Q4 25 | $368.2M | $483.0M | ||
| Q3 25 | $386.9M | $1.6B | ||
| Q2 25 | $278.6M | $1.5B | ||
| Q1 25 | $262.2M | $157.8M | ||
| Q4 24 | $282.8M | $778.9M | ||
| Q3 24 | $296.9M | $1.5B | ||
| Q2 24 | $258.0M | $1.2B |
自由现金流FASTRNR
| Q1 26 | $308.2M | — | ||
| Q4 25 | $308.2M | — | ||
| Q3 25 | $326.6M | — | ||
| Q2 25 | $209.3M | — | ||
| Q1 25 | $206.5M | — | ||
| Q4 24 | $222.6M | — | ||
| Q3 24 | $237.5M | — | ||
| Q2 24 | $201.9M | — |
自由现金流率FASTRNR
| Q1 26 | 15.2% | — | ||
| Q4 25 | 15.2% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 10.1% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | 12.2% | — | ||
| Q3 24 | 12.4% | — | ||
| Q2 24 | 10.5% | — |
资本支出强度FASTRNR
| Q1 26 | 3.0% | — | ||
| Q4 25 | 3.0% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.3% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 3.3% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.9% | — |
现金转化率FASTRNR
| Q1 26 | 1.25× | — | ||
| Q4 25 | 1.25× | 0.64× | ||
| Q3 25 | 1.15× | 1.73× | ||
| Q2 25 | 0.84× | 1.76× | ||
| Q1 25 | 0.88× | 0.93× | ||
| Q4 24 | 1.08× | — | ||
| Q3 24 | 1.00× | 1.26× | ||
| Q2 24 | 0.88× | 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
FAST
| Reportable Segment Aggregation Before Other Operating Segment | $1.8B | 90% |
| Other | $211.2M | 10% |
RNR
暂无分部数据
