vs
康宁（GLW）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
康宁的季度营收约是RENAISSANCERE HOLDINGS LTD的1.9倍（$4.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 9.3%，领先14.2%），康宁同比增速更快（0.0% vs -36.8%），过去两年康宁的营收复合增速更高（12.9% vs -11.9%）
康宁是1851年成立的美国跨国科技企业，主营玻璃、陶瓷及相关材料技术，产品线涵盖先进光学产品，主要应用于工业与科研领域。20世纪曾推出多款知名消费产品，包括康宁锅、Corelle餐具、Pyrex烘焙玻璃器皿等，广受市场欢迎。
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。
GLW vs RNR — 直观对比
营收规模更大
GLW
是对方的1.9倍
$2.2B
营收增速更快
GLW
高出36.8%
-36.8%
净利率更高
RNR
高出14.2%
9.3%
两年增速更快
GLW
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.1B | $2.2B |
| 净利润 | $387.0M | $515.8M |
| 毛利率 | 36.9% | — |
| 营业利润率 | 15.4% | — |
| 净利率 | 9.3% | 23.5% |
| 营收同比 | 0.0% | -36.8% |
| 净利润同比 | -60.0% | 72.6% |
| 每股收益（稀释后） | $0.43 | $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GLWRNR
| Q1 26 | $4.1B | $2.2B | ||
| Q4 25 | $4.2B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.9B | $3.2B | ||
| Q1 25 | $3.5B | $3.5B | ||
| Q4 24 | $3.5B | $2.3B | ||
| Q3 24 | $3.4B | $4.0B | ||
| Q2 24 | $3.3B | $2.8B |
净利润GLWRNR
| Q1 26 | $387.0M | $515.8M | ||
| Q4 25 | $540.0M | $760.5M | ||
| Q3 25 | $430.0M | $916.5M | ||
| Q2 25 | $469.0M | $835.4M | ||
| Q1 25 | $157.0M | $170.0M | ||
| Q4 24 | $310.0M | $-189.7M | ||
| Q3 24 | $-117.0M | $1.2B | ||
| Q2 24 | $104.0M | $503.9M |
毛利率GLWRNR
| Q1 26 | 36.9% | — | ||
| Q4 25 | 35.5% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 36.0% | — | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 33.5% | — | ||
| Q2 24 | 29.2% | — |
营业利润率GLWRNR
| Q1 26 | 15.4% | — | ||
| Q4 25 | 15.9% | 42.5% | ||
| Q3 25 | 14.4% | 46.3% | ||
| Q2 25 | 14.8% | 41.8% | ||
| Q1 25 | 12.9% | -2.0% | ||
| Q4 24 | 11.2% | -3.6% | ||
| Q3 24 | 8.9% | 43.7% | ||
| Q2 24 | 5.7% | 25.0% |
净利率GLWRNR
| Q1 26 | 9.3% | 23.5% | ||
| Q4 25 | 12.8% | 25.6% | ||
| Q3 25 | 10.5% | 28.7% | ||
| Q2 25 | 12.1% | 26.1% | ||
| Q1 25 | 4.5% | 4.9% | ||
| Q4 24 | 8.9% | -8.3% | ||
| Q3 24 | -3.5% | 29.8% | ||
| Q2 24 | 3.2% | 17.8% |
每股收益（稀释后）GLWRNR
| Q1 26 | $0.43 | $6.57 | ||
| Q4 25 | $0.61 | $16.16 | ||
| Q3 25 | $0.50 | $19.40 | ||
| Q2 25 | $0.54 | $17.20 | ||
| Q1 25 | $0.18 | $3.27 | ||
| Q4 24 | $0.36 | $-3.76 | ||
| Q3 24 | $-0.14 | $22.62 | ||
| Q2 24 | $0.12 | $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 | $1.8M | $1.6B |
| 总债务越低越好 | $7.7M | — |
| 股东权益账面价值 | $12.3M | $4.3B |
| 总资产 | $31.3M | $53.7B |
| 负债/权益比越低杠杆越低 | 0.62× | — |
8季度趋势，按日历期对齐
现金及短期投资GLWRNR
| Q1 26 | $1.8M | $1.6B | ||
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务GLWRNR
| Q1 26 | $7.7M | — | ||
| Q4 25 | $7.6B | $2.3B | ||
| Q3 25 | $7.4B | $2.2B | ||
| Q2 25 | $6.7B | $2.3B | ||
| Q1 25 | $7.0B | $2.8B | ||
| Q4 24 | $6.9B | $1.9B | ||
| Q3 24 | $7.1B | $1.9B | ||
| Q2 24 | $6.9B | $2.0B |
股东权益GLWRNR
| Q1 26 | $12.3M | $4.3B | ||
| Q4 25 | $11.8B | $11.6B | ||
| Q3 25 | $11.5B | $11.5B | ||
| Q2 25 | $11.1B | $10.8B | ||
| Q1 25 | $10.7B | $10.3B | ||
| Q4 24 | $10.7B | $10.6B | ||
| Q3 24 | $11.1B | $11.2B | ||
| Q2 24 | $10.6B | $10.2B |
总资产GLWRNR
| Q1 26 | $31.3M | $53.7B | ||
| Q4 25 | $31.0B | $53.8B | ||
| Q3 25 | $29.9B | $54.5B | ||
| Q2 25 | $28.7B | $54.7B | ||
| Q1 25 | $27.4B | $53.6B | ||
| Q4 24 | $27.7B | $50.7B | ||
| Q3 24 | $28.3B | $52.8B | ||
| Q2 24 | $27.2B | $51.6B |
负债/权益比GLWRNR
| Q1 26 | 0.62× | — | ||
| Q4 25 | 0.65× | 0.20× | ||
| Q3 25 | 0.64× | 0.19× | ||
| Q2 25 | 0.60× | 0.21× | ||
| Q1 25 | 0.65× | 0.27× | ||
| Q4 24 | 0.64× | 0.18× | ||
| Q3 24 | 0.64× | 0.17× | ||
| Q2 24 | 0.65× | 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 | $362.0M | — |
| 自由现金流经营现金流 - 资本支出 | $188.0M | — |
| 自由现金流率自由现金流/营收 | 4.5% | — |
| 资本支出强度资本支出/营收 | 8.0% | — |
| 现金转化率经营现金流/净利润 | 0.94× | — |
| 过去12个月自由现金流最近4个季度 | $1.7B | — |
8季度趋势，按日历期对齐
经营现金流GLWRNR
| Q1 26 | $362.0M | — | ||
| Q4 25 | $1.1B | $483.0M | ||
| Q3 25 | $784.0M | $1.6B | ||
| Q2 25 | $708.0M | $1.5B | ||
| Q1 25 | $151.0M | $157.8M | ||
| Q4 24 | $623.0M | $778.9M | ||
| Q3 24 | $699.0M | $1.5B | ||
| Q2 24 | $521.0M | $1.2B |
自由现金流GLWRNR
| Q1 26 | $188.0M | — | ||
| Q4 25 | $620.0M | — | ||
| Q3 25 | $450.0M | — | ||
| Q2 25 | $400.0M | — | ||
| Q1 25 | $-57.0M | — | ||
| Q4 24 | $369.0M | — | ||
| Q3 24 | $482.0M | — | ||
| Q2 24 | $279.0M | — |
自由现金流率GLWRNR
| Q1 26 | 4.5% | — | ||
| Q4 25 | 14.7% | — | ||
| Q3 25 | 11.0% | — | ||
| Q2 25 | 10.4% | — | ||
| Q1 25 | -1.7% | — | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 8.6% | — |
资本支出强度GLWRNR
| Q1 26 | 8.0% | — | ||
| Q4 25 | 10.2% | — | ||
| Q3 25 | 8.1% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.0% | — | ||
| Q4 24 | 7.3% | — | ||
| Q3 24 | 6.4% | — | ||
| Q2 24 | 7.4% | — |
现金转化率GLWRNR
| Q1 26 | 0.94× | — | ||
| Q4 25 | 1.95× | 0.64× | ||
| Q3 25 | 1.82× | 1.73× | ||
| Q2 25 | 1.51× | 1.76× | ||
| Q1 25 | 0.96× | 0.93× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 5.01× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
