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自由媒体集团（FWONA）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的季度营收约是自由媒体集团的1.4倍（$2.2B vs $1.6B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 20.7%，领先2.8%），自由媒体集团同比增速更快（150.7% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -23.5%）
自由媒体集团是1991年由约翰·C·马龙创立的美国大型传媒企业，旗下设有两大对应独立追踪股票的业务板块，持有一级方程式集团和Live Nation Entertainment的股权，截至2025年拥有F1、世界摩托车锦标赛、世界超级摩托车锦标赛三项全球顶级赛车运动IP及运营业务。
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。
FWONA vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.6B
营收增速更快
FWONA
高出187.5%
-36.8%
净利率更高
RNR
高出2.8%
20.7%
两年增速更快
RNR
近两年复合增速
-23.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $333.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 14.0% | — |
| 净利率 | 20.7% | 23.5% |
| 营收同比 | 150.7% | -36.8% |
| 净利润同比 | 193.8% | 72.6% |
| 每股收益（稀释后） | — | $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FWONARNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.3B | $3.2B | ||
| Q1 25 | $447.0M | $3.5B | ||
| Q4 24 | $-3.2B | $2.3B | ||
| Q3 24 | $911.0M | $4.0B | ||
| Q2 24 | $3.2B | $2.8B |
净利润FWONARNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $333.0M | $760.5M | ||
| Q3 25 | $13.0M | $916.5M | ||
| Q2 25 | $204.0M | $835.4M | ||
| Q1 25 | $5.0M | $170.0M | ||
| Q4 24 | $-355.0M | $-189.7M | ||
| Q3 24 | $-2.4B | $1.2B | ||
| Q2 24 | $457.0M | $503.9M |
营业利润率FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | 42.5% | ||
| Q3 25 | 13.7% | 46.3% | ||
| Q2 25 | 20.4% | 41.8% | ||
| Q1 25 | -15.9% | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | 11.7% | 43.7% | ||
| Q2 24 | 16.7% | 25.0% |
净利率FWONARNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 20.7% | 25.6% | ||
| Q3 25 | 1.2% | 28.7% | ||
| Q2 25 | 15.2% | 26.1% | ||
| Q1 25 | 1.1% | 4.9% | ||
| Q4 24 | 11.2% | -8.3% | ||
| Q3 24 | -259.9% | 29.8% | ||
| Q2 24 | 14.4% | 17.8% |
每股收益（稀释后）FWONARNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $1.1B | $1.6B |
| 总债务越低越好 | $5.1B | — |
| 股东权益账面价值 | $7.8B | $4.3B |
| 总资产 | $15.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.66× | — |
8季度趋势，按日历期对齐
现金及短期投资FWONARNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $3.4B | $1.4B | ||
| Q1 25 | $3.1B | $1.6B | ||
| Q4 24 | $3.0B | $1.7B | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.1B | $1.6B |
总债务FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $2.3B | ||
| Q3 25 | $7.0B | $2.2B | ||
| Q2 25 | $4.8B | $2.3B | ||
| Q1 25 | $4.6B | $2.8B | ||
| Q4 24 | $4.5B | $1.9B | ||
| Q3 24 | $4.4B | $1.9B | ||
| Q2 24 | $15.0B | $2.0B |
股东权益FWONARNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $7.8B | $11.6B | ||
| Q3 25 | $7.4B | $11.5B | ||
| Q2 25 | $7.3B | $10.8B | ||
| Q1 25 | $7.0B | $10.3B | ||
| Q4 24 | $7.0B | $10.6B | ||
| Q3 24 | $7.4B | $11.2B | ||
| Q2 24 | $17.1B | $10.2B |
总资产FWONARNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $15.4B | $53.8B | ||
| Q3 25 | $17.8B | $54.5B | ||
| Q2 25 | $13.8B | $54.7B | ||
| Q1 25 | $13.3B | $53.6B | ||
| Q4 24 | $12.9B | $50.7B | ||
| Q3 24 | $13.2B | $52.8B | ||
| Q2 24 | $42.6B | $51.6B |
负债/权益比FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | 0.66× | 0.20× | ||
| Q3 25 | 0.95× | 0.19× | ||
| Q2 25 | 0.65× | 0.21× | ||
| Q1 25 | 0.65× | 0.27× | ||
| Q4 24 | 0.65× | 0.18× | ||
| Q3 24 | 0.59× | 0.17× | ||
| Q2 24 | 0.88× | 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 | $123.0M | — |
| 自由现金流经营现金流 - 资本支出 | $62.0M | — |
| 自由现金流率自由现金流/营收 | 3.9% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 现金转化率经营现金流/净利润 | 0.37× | — |
| 过去12个月自由现金流最近4个季度 | $789.0M | — |
8季度趋势，按日历期对齐
经营现金流FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | $123.0M | $483.0M | ||
| Q3 25 | $173.0M | $1.6B | ||
| Q2 25 | $231.0M | $1.5B | ||
| Q1 25 | $381.0M | $157.8M | ||
| Q4 24 | $-23.0M | $778.9M | ||
| Q3 24 | $182.0M | $1.5B | ||
| Q2 24 | $752.0M | $1.2B |
自由现金流FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | $62.0M | — | ||
| Q3 25 | $170.0M | — | ||
| Q2 25 | $209.0M | — | ||
| Q1 25 | $348.0M | — | ||
| Q4 24 | $-46.0M | — | ||
| Q3 24 | $-153.0M | — | ||
| Q2 24 | $566.0M | — |
自由现金流率FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 15.7% | — | ||
| Q2 25 | 15.6% | — | ||
| Q1 25 | 77.9% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | -16.8% | — | ||
| Q2 24 | 17.9% | — |
资本支出强度FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 7.4% | — | ||
| Q4 24 | -0.7% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 5.9% | — |
现金转化率FWONARNR
| Q1 26 | — | — | ||
| Q4 25 | 0.37× | 0.64× | ||
| Q3 25 | 13.31× | 1.73× | ||
| Q2 25 | 1.13× | 1.76× | ||
| Q1 25 | 76.20× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 1.65× | 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
FWONA
| Formula One | $1.4B | 87% |
| Product Service Or Other | $131.0M | 8% |
| Other | $77.0M | 5% |
RNR
暂无分部数据
