vs
Frontier Communications Parent, Inc.(FYBR)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Frontier Communications Parent, Inc.的1.4倍($2.2B vs $1.5B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs -5.0%,领先28.5%),Frontier Communications Parent, Inc.同比增速更快(4.2% vs -36.8%),过去两年Frontier Communications Parent, Inc.的营收复合增速更高(4.3% vs -11.9%)
前沿通信母公司是一家美国电信企业,隶属于威瑞森,拥有光纤通信网络,并提供云相关服务,该公司曾先后更名为公民公用事业公司、公民通信公司和前沿通信公司,是美国本土知名电信运营商之一。
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。
FYBR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.5B
营收增速更快
FYBR
高出41.0%
-36.8%
净利率更高
RNR
高出28.5%
-5.0%
两年增速更快
FYBR
近两年复合增速
-11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $-76.0M | $515.8M |
| 毛利率 | 64.3% | — |
| 营业利润率 | 7.6% | — |
| 净利率 | -5.0% | 23.5% |
| 营收同比 | 4.2% | -36.8% |
| 净利润同比 | 7.3% | 72.6% |
| 每股收益(稀释后) | $-0.30 | $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
FYBR
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润
FYBR
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $-76.0M | $916.5M | ||
| Q2 25 | $-123.0M | $835.4M | ||
| Q1 25 | $-64.0M | $170.0M | ||
| Q4 24 | $-118.0M | $-189.7M | ||
| Q3 24 | $-82.0M | $1.2B | ||
| Q2 24 | $-123.0M | $503.9M |
毛利率
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 64.3% | — | ||
| Q2 25 | 65.0% | — | ||
| Q1 25 | 65.2% | — | ||
| Q4 24 | 64.2% | — | ||
| Q3 24 | 63.4% | — | ||
| Q2 24 | 64.8% | — |
营业利润率
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 7.6% | 46.3% | ||
| Q2 25 | 2.9% | 41.8% | ||
| Q1 25 | 5.1% | -2.0% | ||
| Q4 24 | 5.8% | -3.6% | ||
| Q3 24 | 5.8% | 43.7% | ||
| Q2 24 | 6.2% | 25.0% |
净利率
FYBR
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | -5.0% | 28.7% | ||
| Q2 25 | -8.1% | 26.1% | ||
| Q1 25 | -4.3% | 4.9% | ||
| Q4 24 | -7.9% | -8.3% | ||
| Q3 24 | -5.6% | 29.8% | ||
| Q2 24 | -8.4% | 17.8% |
每股收益(稀释后)
FYBR
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $-0.30 | $19.40 | ||
| Q2 25 | $-0.49 | $17.20 | ||
| Q1 25 | $-0.26 | $3.27 | ||
| Q4 24 | $-0.48 | $-3.76 | ||
| Q3 24 | $-0.33 | $22.62 | ||
| Q2 24 | $-0.49 | $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 | $336.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.7B | $4.3B |
| 总资产 | $21.6B | $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
FYBR
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $336.0M | $1.7B | ||
| Q2 25 | $412.0M | $1.4B | ||
| Q1 25 | $506.0M | $1.6B | ||
| Q4 24 | $750.0M | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总债务
FYBR
RNR
| 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
FYBR
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $4.7B | $11.5B | ||
| Q2 25 | $4.8B | $10.8B | ||
| Q1 25 | $4.9B | $10.3B | ||
| Q4 24 | $4.9B | $10.6B | ||
| Q3 24 | $5.1B | $11.2B | ||
| Q2 24 | $5.1B | $10.2B |
总资产
FYBR
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $21.6B | $54.5B | ||
| Q2 25 | $21.3B | $54.7B | ||
| Q1 25 | $20.9B | $53.6B | ||
| Q4 24 | $20.6B | $50.7B | ||
| Q3 24 | $20.9B | $52.8B | ||
| Q2 24 | $20.2B | $51.6B |
负债/权益比
FYBR
RNR
| 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 | $504.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-315.0M | — |
| 自由现金流率自由现金流/营收 | -20.5% | — |
| 资本支出强度资本支出/营收 | 53.4% | — |
| 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 | $-1.4B | — |
8季度趋势,按日历期对齐
经营现金流
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $504.0M | $1.6B | ||
| Q2 25 | $477.0M | $1.5B | ||
| Q1 25 | $519.0M | $157.8M | ||
| Q4 24 | $294.0M | $778.9M | ||
| Q3 24 | $618.0M | $1.5B | ||
| Q2 24 | $374.0M | $1.2B |
自由现金流
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-315.0M | — | ||
| Q2 25 | $-368.0M | — | ||
| Q1 25 | $-238.0M | — | ||
| Q4 24 | $-498.0M | — | ||
| Q3 24 | $-81.0M | — | ||
| Q2 24 | $-252.0M | — |
自由现金流率
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -20.5% | — | ||
| Q2 25 | -24.2% | — | ||
| Q1 25 | -15.9% | — | ||
| Q4 24 | -33.4% | — | ||
| Q3 24 | -5.5% | — | ||
| Q2 24 | -17.2% | — |
资本支出强度
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 53.4% | — | ||
| Q2 25 | 55.5% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 53.2% | — | ||
| Q3 24 | 47.5% | — | ||
| Q2 24 | 42.7% | — |
现金转化率
FYBR
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | — | 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
FYBR
| Consumer | $826.0M | 54% |
| Business And Wholesale | $707.0M | 46% |
RNR
暂无分部数据