vs
Fabrinet（FN）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Fabrinet的1.9倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 9.9%，领先13.6%），Fabrinet同比增速更快（35.9% vs -36.8%），过去两年Fabrinet的营收复合增速更高（24.4% vs -11.9%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
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。
FN vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.1B
营收增速更快
FN
高出72.7%
-36.8%
净利率更高
RNR
高出13.6%
9.9%
两年增速更快
FN
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $112.6M | $515.8M |
| 毛利率 | 12.2% | — |
| 营业利润率 | 10.1% | — |
| 净利率 | 9.9% | 23.5% |
| 营收同比 | 35.9% | -36.8% |
| 净利润同比 | 30.0% | 72.6% |
| 每股收益（稀释后） | $3.11 | $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FNRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $978.1M | $3.2B | ||
| Q2 25 | $909.7M | $3.2B | ||
| Q1 25 | $871.8M | $3.5B | ||
| Q4 24 | $833.6M | $2.3B | ||
| Q3 24 | $804.2M | $4.0B | ||
| Q2 24 | $753.3M | $2.8B |
净利润FNRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $112.6M | $760.5M | ||
| Q3 25 | $95.9M | $916.5M | ||
| Q2 25 | $87.2M | $835.4M | ||
| Q1 25 | $81.3M | $170.0M | ||
| Q4 24 | $86.6M | $-189.7M | ||
| Q3 24 | $77.4M | $1.2B | ||
| Q2 24 | $81.1M | $503.9M |
毛利率FNRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
营业利润率FNRNR
| Q1 26 | — | — | ||
| Q4 25 | 10.1% | 42.5% | ||
| Q3 25 | 9.6% | 46.3% | ||
| Q2 25 | 9.8% | 41.8% | ||
| Q1 25 | 9.0% | -2.0% | ||
| Q4 24 | 9.5% | -3.6% | ||
| Q3 24 | 9.6% | 43.7% | ||
| Q2 24 | 9.7% | 25.0% |
净利率FNRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 9.9% | 25.6% | ||
| Q3 25 | 9.8% | 28.7% | ||
| Q2 25 | 9.6% | 26.1% | ||
| Q1 25 | 9.3% | 4.9% | ||
| Q4 24 | 10.4% | -8.3% | ||
| Q3 24 | 9.6% | 29.8% | ||
| Q2 24 | 10.8% | 17.8% |
每股收益（稀释后）FNRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.11 | $16.16 | ||
| Q3 25 | $2.66 | $19.40 | ||
| Q2 25 | $2.41 | $17.20 | ||
| Q1 25 | $2.25 | $3.27 | ||
| Q4 24 | $2.38 | $-3.76 | ||
| Q3 24 | $2.13 | $22.62 | ||
| Q2 24 | $2.22 | $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 | $960.8M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $4.3B |
| 总资产 | $3.3B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FNRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $960.8M | $1.7B | ||
| Q3 25 | $968.8M | $1.7B | ||
| Q2 25 | $934.2M | $1.4B | ||
| Q1 25 | $950.7M | $1.6B | ||
| Q4 24 | $934.6M | $1.7B | ||
| Q3 24 | $908.9M | $1.6B | ||
| Q2 24 | $858.6M | $1.6B |
总债务FNRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益FNRNR
| 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 | $1.8B | $11.2B | ||
| Q2 24 | $1.7B | $10.2B |
总资产FNRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.3B | $53.8B | ||
| Q3 25 | $3.0B | $54.5B | ||
| Q2 25 | $2.8B | $54.7B | ||
| Q1 25 | $2.6B | $53.6B | ||
| Q4 24 | $2.5B | $50.7B | ||
| Q3 24 | $2.4B | $52.8B | ||
| Q2 24 | $2.3B | $51.6B |
负债/权益比FNRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 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 | $46.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | — |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNRNR
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $483.0M | ||
| Q3 25 | $102.6M | $1.6B | ||
| Q2 25 | $55.1M | $1.5B | ||
| Q1 25 | $74.2M | $157.8M | ||
| Q4 24 | $115.9M | $778.9M | ||
| Q3 24 | $83.2M | $1.5B | ||
| Q2 24 | $83.1M | $1.2B |
自由现金流FNRNR
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | — | ||
| Q3 25 | $57.3M | — | ||
| Q2 25 | $4.7M | — | ||
| Q1 25 | $45.7M | — | ||
| Q4 24 | $94.0M | — | ||
| Q3 24 | $62.9M | — | ||
| Q2 24 | $70.4M | — |
自由现金流率FNRNR
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | — | ||
| Q3 25 | 5.9% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 7.8% | — | ||
| Q2 24 | 9.3% | — |
资本支出强度FNRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 4.6% | — | ||
| Q2 25 | 5.5% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.5% | — | ||
| Q2 24 | 1.7% | — |
现金转化率FNRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 0.64× | ||
| Q3 25 | 1.07× | 1.73× | ||
| Q2 25 | 0.63× | 1.76× | ||
| Q1 25 | 0.91× | 0.93× | ||
| Q4 24 | 1.34× | — | ||
| Q3 24 | 1.07× | 1.26× | ||
| Q2 24 | 1.02× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
RNR
暂无分部数据
