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格罗方德（GFS）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的季度营收约是格罗方德的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 14.8%，领先8.7%），格罗方德同比增速更快（-2.9% vs -36.8%），过去两年格罗方德的营收复合增速更高（-4.3% vs -11.9%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
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。
GFS vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
GFS
高出33.8%
-36.8%
净利率更高
RNR
高出8.7%
14.8%
两年增速更快
GFS
近两年复合增速
-11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $249.0M | $515.8M |
| 毛利率 | 24.8% | — |
| 营业利润率 | 11.6% | — |
| 净利率 | 14.8% | 23.5% |
| 营收同比 | -2.9% | -36.8% |
| 净利润同比 | 39.9% | 72.6% |
| 每股收益（稀释后） | $0.44 | $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GFSRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润GFSRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $249.0M | $916.5M | ||
| Q2 25 | $228.0M | $835.4M | ||
| Q1 25 | $211.0M | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | $178.0M | $1.2B | ||
| Q2 24 | $155.0M | $503.9M |
毛利率GFSRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 24.8% | — | ||
| Q2 25 | 24.2% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.8% | — | ||
| Q2 24 | 24.2% | — |
营业利润率GFSRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 11.6% | 46.3% | ||
| Q2 25 | 11.6% | 41.8% | ||
| Q1 25 | 9.5% | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | 10.6% | 43.7% | ||
| Q2 24 | 9.5% | 25.0% |
净利率GFSRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 14.8% | 28.7% | ||
| Q2 25 | 13.5% | 26.1% | ||
| Q1 25 | 13.3% | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | 10.2% | 29.8% | ||
| Q2 24 | 9.5% | 17.8% |
每股收益（稀释后）GFSRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.44 | $19.40 | ||
| Q2 25 | $0.41 | $17.20 | ||
| Q1 25 | $0.38 | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | $0.32 | $22.62 | ||
| Q2 24 | $0.28 | $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 | $2.0B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $11.8B | $4.3B |
| 总资产 | $16.7B | $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GFSRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $2.3B | $1.6B | ||
| Q2 24 | $2.2B | $1.6B |
总债务GFSRNR
| 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GFSRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $11.8B | $11.5B | ||
| Q2 25 | $11.5B | $10.8B | ||
| Q1 25 | $11.1B | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | $11.6B | $11.2B | ||
| Q2 24 | $11.3B | $10.2B |
总资产GFSRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $16.7B | $54.5B | ||
| Q2 25 | $16.8B | $54.7B | ||
| Q1 25 | $16.5B | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | $18.1B | $52.8B | ||
| Q2 24 | — | $51.6B |
负债/权益比GFSRNR
| 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 | $595.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流GFSRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $595.0M | $1.6B | ||
| Q2 25 | $431.0M | $1.5B | ||
| Q1 25 | $331.0M | $157.8M | ||
| Q4 24 | — | $778.9M | ||
| Q3 24 | $375.0M | $1.5B | ||
| Q2 24 | $402.0M | $1.2B |
现金转化率GFSRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 2.39× | 1.73× | ||
| Q2 25 | 1.89× | 1.76× | ||
| Q1 25 | 1.57× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.11× | 1.26× | ||
| Q2 24 | 2.59× | 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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
RNR
暂无分部数据
