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GRAPHIC PACKAGING HOLDING CO（GPK）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GRAPHIC PACKAGING HOLDING CO的1.0倍（$2.2B vs $2.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.4%，领先20.1%），GRAPHIC PACKAGING HOLDING CO同比增速更快（0.2% vs -36.8%），过去两年GRAPHIC PACKAGING HOLDING CO的营收复合增速更高（-3.5% vs -11.9%）
Graphic Packaging Holding是总部位于美国佐治亚州亚特兰大的世界500强企业，专注于设计和生产商用产品包装解决方案，主营纸板及折叠纸盒业务，产品广泛应用于饮料、包装食品等各类热门消费品领域，在美国多州运营采用回收原料的纸板工厂。
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。
GPK vs RNR — 直观对比
营收规模更大
RNR
是对方的1.0倍
$2.1B
营收增速更快
GPK
高出37.0%
-36.8%
净利率更高
RNR
高出20.1%
3.4%
两年增速更快
GPK
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $71.0M | $515.8M |
| 毛利率 | 14.1% | — |
| 营业利润率 | 7.4% | — |
| 净利率 | 3.4% | 23.5% |
| 营收同比 | 0.2% | -36.8% |
| 净利润同比 | -48.6% | 72.6% |
| 每股收益（稀释后） | $0.24 | $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GPKRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润GPKRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $71.0M | $760.5M | ||
| Q3 25 | $142.0M | $916.5M | ||
| Q2 25 | $104.0M | $835.4M | ||
| Q1 25 | $127.0M | $170.0M | ||
| Q4 24 | $138.0M | $-189.7M | ||
| Q3 24 | $165.0M | $1.2B | ||
| Q2 24 | $190.0M | $503.9M |
毛利率GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.1% | — | ||
| Q3 25 | 19.6% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 22.3% | — | ||
| Q2 24 | 21.2% | — |
营业利润率GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 42.5% | ||
| Q3 25 | 10.7% | 46.3% | ||
| Q2 25 | 8.8% | 41.8% | ||
| Q1 25 | 10.5% | -2.0% | ||
| Q4 24 | 11.4% | -3.6% | ||
| Q3 24 | 12.6% | 43.7% | ||
| Q2 24 | 14.5% | 25.0% |
净利率GPKRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 3.4% | 25.6% | ||
| Q3 25 | 6.5% | 28.7% | ||
| Q2 25 | 4.7% | 26.1% | ||
| Q1 25 | 6.0% | 4.9% | ||
| Q4 24 | 6.6% | -8.3% | ||
| Q3 24 | 7.5% | 29.8% | ||
| Q2 24 | 8.5% | 17.8% |
每股收益（稀释后）GPKRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.24 | $16.16 | ||
| Q3 25 | $0.48 | $19.40 | ||
| Q2 25 | $0.34 | $17.20 | ||
| Q1 25 | $0.42 | $3.27 | ||
| Q4 24 | $0.46 | $-3.76 | ||
| Q3 24 | $0.55 | $22.62 | ||
| Q2 24 | $0.62 | $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 | $261.0M | $1.6B |
| 总债务越低越好 | $5.0B | — |
| 股东权益账面价值 | $3.3B | $4.3B |
| 总资产 | $11.8B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.51× | — |
8季度趋势，按日历期对齐
现金及短期投资GPKRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $261.0M | $1.7B | ||
| Q3 25 | $120.0M | $1.7B | ||
| Q2 25 | $120.0M | $1.4B | ||
| Q1 25 | $129.0M | $1.6B | ||
| Q4 24 | $157.0M | $1.7B | ||
| Q3 24 | $126.0M | $1.6B | ||
| Q2 24 | $125.0M | $1.6B |
总债务GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $2.3B | ||
| Q3 25 | $5.5B | $2.2B | ||
| Q2 25 | $5.4B | $2.3B | ||
| Q1 25 | $5.7B | $2.8B | ||
| Q4 24 | $5.1B | $1.9B | ||
| Q3 24 | $5.4B | $1.9B | ||
| Q2 24 | $4.9B | $2.0B |
股东权益GPKRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.3B | $11.6B | ||
| Q3 25 | $3.3B | $11.5B | ||
| Q2 25 | $3.2B | $10.8B | ||
| Q1 25 | $3.2B | $10.3B | ||
| Q4 24 | $3.0B | $10.6B | ||
| Q3 24 | $3.0B | $11.2B | ||
| Q2 24 | $2.8B | $10.2B |
总资产GPKRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.8B | $53.8B | ||
| Q3 25 | $11.9B | $54.5B | ||
| Q2 25 | $11.8B | $54.7B | ||
| Q1 25 | $11.5B | $53.6B | ||
| Q4 24 | $11.1B | $50.7B | ||
| Q3 24 | $11.2B | $52.8B | ||
| Q2 24 | $10.8B | $51.6B |
负债/权益比GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.51× | 0.20× | ||
| Q3 25 | 1.67× | 0.19× | ||
| Q2 25 | 1.68× | 0.21× | ||
| Q1 25 | 1.80× | 0.27× | ||
| Q4 24 | 1.71× | 0.18× | ||
| Q3 24 | 1.79× | 0.17× | ||
| Q2 24 | 1.75× | 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 | $521.0M | — |
| 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 | 7.34× | — |
| 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GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | $521.0M | $483.0M | ||
| Q3 25 | $227.0M | $1.6B | ||
| Q2 25 | $267.0M | $1.5B | ||
| Q1 25 | $-174.0M | $157.8M | ||
| Q4 24 | $489.0M | $778.9M | ||
| Q3 24 | $187.0M | $1.5B | ||
| Q2 24 | $161.0M | $1.2B |
现金转化率GPKRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.34× | 0.64× | ||
| Q3 25 | 1.60× | 1.73× | ||
| Q2 25 | 2.57× | 1.76× | ||
| Q1 25 | -1.37× | 0.93× | ||
| Q4 24 | 3.54× | — | ||
| Q3 24 | 1.13× | 1.26× | ||
| Q2 24 | 0.85× | 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
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
RNR
暂无分部数据
