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FirstEnergy（FE）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
FirstEnergy的季度营收约是RENAISSANCERE HOLDINGS LTD的1.7倍（$3.8B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -1.3%，领先24.8%），FirstEnergy同比增速更快（19.6% vs -36.8%），过去两年FirstEnergy的营收复合增速更高（7.5% vs -11.9%）
FirstEnergy Corp是总部位于美国俄亥俄州阿克伦市的电力公用事业企业，主营电力供应、电网运营相关业务，于1997年由俄亥俄爱迪生公司与森特里奥尔能源公司合并组建，是美国中西部地区颇具影响力的公共事业服务商。
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。
FE vs RNR — 直观对比
营收规模更大
FE
是对方的1.7倍
$2.2B
营收增速更快
FE
高出56.3%
-36.8%
净利率更高
RNR
高出24.8%
-1.3%
两年增速更快
FE
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.2B |
| 净利润 | $-49.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | -0.6% | — |
| 净利率 | -1.3% | 23.5% |
| 营收同比 | 19.6% | -36.8% |
| 净利润同比 | -118.8% | 72.6% |
| 每股收益（稀释后） | $-0.08 | $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FERNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.8B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.4B | $3.2B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $3.2B | $2.3B | ||
| Q3 24 | $3.7B | $4.0B | ||
| Q2 24 | $3.3B | $2.8B |
净利润FERNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-49.0M | $760.5M | ||
| Q3 25 | $441.0M | $916.5M | ||
| Q2 25 | $268.0M | $835.4M | ||
| Q1 25 | $360.0M | $170.0M | ||
| Q4 24 | $261.0M | $-189.7M | ||
| Q3 24 | $419.0M | $1.2B | ||
| Q2 24 | $45.0M | $503.9M |
营业利润率FERNR
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | 42.5% | ||
| Q3 25 | 20.0% | 46.3% | ||
| Q2 25 | 19.1% | 41.8% | ||
| Q1 25 | 20.0% | -2.0% | ||
| Q4 24 | 19.3% | -3.6% | ||
| Q3 24 | 19.5% | 43.7% | ||
| Q2 24 | 12.9% | 25.0% |
净利率FERNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -1.3% | 25.6% | ||
| Q3 25 | 10.6% | 28.7% | ||
| Q2 25 | 7.9% | 26.1% | ||
| Q1 25 | 9.6% | 4.9% | ||
| Q4 24 | 8.2% | -8.3% | ||
| Q3 24 | 11.2% | 29.8% | ||
| Q2 24 | 1.4% | 17.8% |
每股收益（稀释后）FERNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.08 | $16.16 | ||
| Q3 25 | $0.76 | $19.40 | ||
| Q2 25 | $0.46 | $17.20 | ||
| Q1 25 | $0.62 | $3.27 | ||
| Q4 24 | $0.45 | $-3.76 | ||
| Q3 24 | $0.73 | $22.62 | ||
| Q2 24 | $0.08 | $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 | $57.0M | $1.6B |
| 总债务越低越好 | $25.5B | — |
| 股东权益账面价值 | $12.5B | $4.3B |
| 总资产 | $55.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 2.04× | — |
8季度趋势，按日历期对齐
现金及短期投资FERNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $57.0M | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $569.0M | $1.4B | ||
| Q1 25 | $132.0M | $1.6B | ||
| Q4 24 | $111.0M | $1.7B | ||
| Q3 24 | $439.0M | $1.6B | ||
| Q2 24 | $60.0M | $1.6B |
总债务FERNR
| Q1 26 | — | — | ||
| Q4 25 | $25.5B | $2.3B | ||
| Q3 25 | $25.5B | $2.2B | ||
| Q2 25 | $23.7B | $2.3B | ||
| Q1 25 | $21.2B | $2.8B | ||
| Q4 24 | $22.5B | $1.9B | ||
| Q3 24 | $21.6B | $1.9B | ||
| Q2 24 | $20.8B | $2.0B |
股东权益FERNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $12.5B | $11.6B | ||
| Q3 25 | $12.8B | $11.5B | ||
| Q2 25 | $12.9B | $10.8B | ||
| Q1 25 | $12.6B | $10.3B | ||
| Q4 24 | $12.5B | $10.6B | ||
| Q3 24 | $12.4B | $11.2B | ||
| Q2 24 | $12.5B | $10.2B |
总资产FERNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $55.9B | $53.8B | ||
| Q3 25 | $55.9B | $54.5B | ||
| Q2 25 | $54.2B | $54.7B | ||
| Q1 25 | $52.8B | $53.6B | ||
| Q4 24 | $52.0B | $50.7B | ||
| Q3 24 | $50.8B | $52.8B | ||
| Q2 24 | $51.0B | $51.6B |
负债/权益比FERNR
| Q1 26 | — | — | ||
| Q4 25 | 2.04× | 0.20× | ||
| Q3 25 | 1.99× | 0.19× | ||
| Q2 25 | 1.85× | 0.21× | ||
| Q1 25 | 1.69× | 0.27× | ||
| Q4 24 | 1.81× | 0.18× | ||
| Q3 24 | 1.74× | 0.17× | ||
| Q2 24 | 1.67× | 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 | $1.1B | — |
| 自由现金流经营现金流 - 资本支出 | $-30.0M | — |
| 自由现金流率自由现金流/营收 | -0.8% | — |
| 资本支出强度资本支出/营收 | 30.7% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-1.0B | — |
8季度趋势，按日历期对齐
经营现金流FERNR
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $483.0M | ||
| Q3 25 | $845.0M | $1.6B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $637.0M | $157.8M | ||
| Q4 24 | $1.0B | $778.9M | ||
| Q3 24 | $775.0M | $1.5B | ||
| Q2 24 | $1.1B | $1.2B |
自由现金流FERNR
| Q1 26 | — | — | ||
| Q4 25 | $-30.0M | — | ||
| Q3 25 | $-471.0M | — | ||
| Q2 25 | $-136.0M | — | ||
| Q1 25 | $-368.0M | — | ||
| Q4 24 | $-250.0M | — | ||
| Q3 24 | $-229.0M | — | ||
| Q2 24 | $170.0M | — |
自由现金流率FERNR
| Q1 26 | — | — | ||
| Q4 25 | -0.8% | — | ||
| Q3 25 | -11.4% | — | ||
| Q2 25 | -4.0% | — | ||
| Q1 25 | -9.8% | — | ||
| Q4 24 | -7.9% | — | ||
| Q3 24 | -6.1% | — | ||
| Q2 24 | 5.2% | — |
资本支出强度FERNR
| Q1 26 | — | — | ||
| Q4 25 | 30.7% | — | ||
| Q3 25 | 31.7% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 26.7% | — | ||
| Q4 24 | 40.7% | — | ||
| Q3 24 | 26.9% | — | ||
| Q2 24 | 28.7% | — |
现金转化率FERNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 1.92× | 1.73× | ||
| Q2 25 | 4.04× | 1.76× | ||
| Q1 25 | 1.77× | 0.93× | ||
| Q4 24 | 4.00× | — | ||
| Q3 24 | 1.85× | 1.26× | ||
| Q2 24 | 24.71× | 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
FE
| Integrated Segment | $1.4B | 37% |
| Other | $1.4B | 36% |
| Stand Alone Transmission Segment | $466.0M | 12% |
| Industrial Customers | $167.0M | 4% |
| Mid Atlantic Interstate Transmission LLC | $118.0M | 3% |
| Transmission | $105.0M | 3% |
| Transmission Segment | $68.0M | 2% |
| Tr AIL | $63.0M | 2% |
| Internal Customers | $10.0M | 0% |
| Wholesale Sales | $6.0M | 0% |
RNR
暂无分部数据
