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HAEMONETICS CORP（HAE）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HAEMONETICS CORP的1.6倍（$2.2B vs $1.3B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.3%，领先16.2%），HAEMONETICS CORP同比增速更快（4.8% vs -36.8%），过去两年HAEMONETICS CORP的营收复合增速更高（99.2% vs -11.9%）
豪洛捷（Haemonetics）是全球血液与血浆供应及服务提供商，于20世纪70年代由艾伦·（杰克）·莱瑟姆博士在马萨诸塞州内蒂克创立，业务围绕血液相关产品及配套服务展开，为全球医疗领域提供血液管理相关的专业解决方案。
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。
HAE vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.3B
营收增速更快
HAE
高出41.6%
-36.8%
净利率更高
RNR
高出16.2%
7.3%
两年增速更快
HAE
近两年复合增速
-11.9%
损益表 — Q4 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $97.3M | $515.8M |
| 毛利率 | 14.9% | — |
| 营业利润率 | 83.4% | — |
| 净利率 | 7.3% | 23.5% |
| 营收同比 | 4.8% | -36.8% |
| 净利润同比 | -42.0% | 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HAERNR
| Q1 26 | $1.3B | $2.2B | ||
| Q4 25 | $339.0M | $3.0B | ||
| Q3 25 | $327.3M | $3.2B | ||
| Q2 25 | $321.4M | $3.2B | ||
| Q1 25 | $330.6M | $3.5B | ||
| Q4 24 | $348.5M | $2.3B | ||
| Q3 24 | $345.5M | $4.0B | ||
| Q2 24 | $336.2M | $2.8B |
净利润HAERNR
| Q1 26 | $97.3M | $515.8M | ||
| Q4 25 | $44.7M | $760.5M | ||
| Q3 25 | $38.7M | $916.5M | ||
| Q2 25 | $34.0M | $835.4M | ||
| Q1 25 | $58.0M | $170.0M | ||
| Q4 24 | $37.5M | $-189.7M | ||
| Q3 24 | $33.8M | $1.2B | ||
| Q2 24 | $38.4M | $503.9M |
毛利率HAERNR
| Q1 26 | 14.9% | — | ||
| Q4 25 | 59.7% | — | ||
| Q3 25 | 59.5% | — | ||
| Q2 25 | 59.8% | — | ||
| Q1 25 | 58.4% | — | ||
| Q4 24 | 55.5% | — | ||
| Q3 24 | 54.2% | — | ||
| Q2 24 | 52.0% | — |
营业利润率HAERNR
| Q1 26 | 83.4% | — | ||
| Q4 25 | 19.9% | 42.5% | ||
| Q3 25 | 17.9% | 46.3% | ||
| Q2 25 | 16.8% | 41.8% | ||
| Q1 25 | 21.6% | -2.0% | ||
| Q4 24 | 16.9% | -3.6% | ||
| Q3 24 | 15.0% | 43.7% | ||
| Q2 24 | 11.8% | 25.0% |
净利率HAERNR
| Q1 26 | 7.3% | 23.5% | ||
| Q4 25 | 13.2% | 25.6% | ||
| Q3 25 | 11.8% | 28.7% | ||
| Q2 25 | 10.6% | 26.1% | ||
| Q1 25 | 17.5% | 4.9% | ||
| Q4 24 | 10.8% | -8.3% | ||
| Q3 24 | 9.8% | 29.8% | ||
| Q2 24 | 11.4% | 17.8% |
每股收益（稀释后）HAERNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.95 | $16.16 | ||
| Q3 25 | $0.81 | $19.40 | ||
| Q2 25 | $0.70 | $17.20 | ||
| Q1 25 | $1.17 | $3.27 | ||
| Q4 24 | $0.74 | $-3.76 | ||
| Q3 24 | $0.66 | $22.62 | ||
| Q2 24 | $0.74 | $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 | $245.4M | $1.6B |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $796.3M | $4.3B |
| 总资产 | $2.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.53× | — |
8季度趋势，按日历期对齐
现金及短期投资HAERNR
| Q1 26 | $245.4M | $1.6B | ||
| Q4 25 | $363.4M | $1.7B | ||
| Q3 25 | $296.4M | $1.7B | ||
| Q2 25 | $292.9M | $1.4B | ||
| Q1 25 | $306.8M | $1.6B | ||
| Q4 24 | $320.8M | $1.7B | ||
| Q3 24 | $299.3M | $1.6B | ||
| Q2 24 | $344.4M | $1.6B |
总债务HAERNR
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.2B | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $1.2B | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益HAERNR
| Q1 26 | $796.3M | $4.3B | ||
| Q4 25 | $911.5M | $11.6B | ||
| Q3 25 | $849.2M | $11.5B | ||
| Q2 25 | $882.3M | $10.8B | ||
| Q1 25 | $820.8M | $10.3B | ||
| Q4 24 | $906.9M | $10.6B | ||
| Q3 24 | $878.9M | $11.2B | ||
| Q2 24 | $905.4M | $10.2B |
总资产HAERNR
| Q1 26 | $2.4B | $53.7B | ||
| Q4 25 | $2.5B | $53.8B | ||
| Q3 25 | $2.4B | $54.5B | ||
| Q2 25 | $2.5B | $54.7B | ||
| Q1 25 | $2.5B | $53.6B | ||
| Q4 24 | $2.5B | $50.7B | ||
| Q3 24 | $2.5B | $52.8B | ||
| Q2 24 | $2.5B | $51.6B |
负债/权益比HAERNR
| Q1 26 | 1.53× | — | ||
| Q4 25 | 1.34× | 0.20× | ||
| Q3 25 | 1.44× | 0.19× | ||
| Q2 25 | 1.39× | 0.21× | ||
| Q1 25 | 1.49× | 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 | $293.2M | — |
| 自由现金流经营现金流 - 资本支出 | $209.9M | — |
| 自由现金流率自由现金流/营收 | 15.7% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 现金转化率经营现金流/净利润 | 3.01× | — |
| 过去12个月自由现金流最近4个季度 | $417.1M | — |
8季度趋势，按日历期对齐
经营现金流HAERNR
| Q1 26 | $293.2M | — | ||
| Q4 25 | $93.6M | $483.0M | ||
| Q3 25 | $111.3M | $1.6B | ||
| Q2 25 | $17.4M | $1.5B | ||
| Q1 25 | $116.6M | $157.8M | ||
| Q4 24 | $43.8M | $778.9M | ||
| Q3 24 | $48.8M | $1.5B | ||
| Q2 24 | $-27.4M | $1.2B |
自由现金流HAERNR
| Q1 26 | $209.9M | — | ||
| Q4 25 | $87.2M | — | ||
| Q3 25 | $106.3M | — | ||
| Q2 25 | $13.6M | — | ||
| Q1 25 | $100.9M | — | ||
| Q4 24 | $35.2M | — | ||
| Q3 24 | $39.4M | — | ||
| Q2 24 | $-33.1M | — |
自由现金流率HAERNR
| Q1 26 | 15.7% | — | ||
| Q4 25 | 25.7% | — | ||
| Q3 25 | 32.5% | — | ||
| Q2 25 | 4.2% | — | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 11.4% | — | ||
| Q2 24 | -9.8% | — |
资本支出强度HAERNR
| Q1 26 | 2.5% | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 1.7% | — |
现金转化率HAERNR
| Q1 26 | 3.01× | — | ||
| Q4 25 | 2.09× | 0.64× | ||
| Q3 25 | 2.88× | 1.73× | ||
| Q2 25 | 0.51× | 1.76× | ||
| Q1 25 | 2.01× | 0.93× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 1.44× | 1.26× | ||
| Q2 24 | -0.71× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
