vs
亨廷顿·英格尔斯工业（HII）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
亨廷顿·英格尔斯工业的季度营收约是RENAISSANCERE HOLDINGS LTD的1.6倍（$3.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.6%，领先18.9%），亨廷顿·英格尔斯工业同比增速更快（15.7% vs -36.8%），过去两年亨廷顿·英格尔斯工业的营收复合增速更高（11.3% vs -11.9%）
亨廷顿·英格尔斯工业（简称HII）是美国规模最大的军用造船企业，同时面向政府及行业合作伙伴提供专业服务。公司于2011年3月31日从诺斯罗普·格鲁曼公司分拆成立，在防务装备建造及配套服务领域拥有深厚技术积累与行业资源。
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。
HII vs RNR — 直观对比
营收规模更大
HII
是对方的1.6倍
$2.2B
营收增速更快
HII
高出52.5%
-36.8%
净利率更高
RNR
高出18.9%
4.6%
两年增速更快
HII
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.5B | $2.2B |
| 净利润 | $159.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.9% | — |
| 净利率 | 4.6% | 23.5% |
| 营收同比 | 15.7% | -36.8% |
| 净利润同比 | 29.3% | 72.6% |
| 每股收益（稀释后） | $4.06 | $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HIIRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.5B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $2.7B | $3.5B | ||
| Q4 24 | $3.0B | $2.3B | ||
| Q3 24 | $2.7B | $4.0B | ||
| Q2 24 | $3.0B | $2.8B |
净利润HIIRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $159.0M | $760.5M | ||
| Q3 25 | $145.0M | $916.5M | ||
| Q2 25 | $152.0M | $835.4M | ||
| Q1 25 | $149.0M | $170.0M | ||
| Q4 24 | $123.0M | $-189.7M | ||
| Q3 24 | $101.0M | $1.2B | ||
| Q2 24 | $173.0M | $503.9M |
营业利润率HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 42.5% | ||
| Q3 25 | 5.0% | 46.3% | ||
| Q2 25 | 5.3% | 41.8% | ||
| Q1 25 | 5.9% | -2.0% | ||
| Q4 24 | 3.7% | -3.6% | ||
| Q3 24 | 3.0% | 43.7% | ||
| Q2 24 | 6.3% | 25.0% |
净利率HIIRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.6% | 25.6% | ||
| Q3 25 | 4.5% | 28.7% | ||
| Q2 25 | 4.9% | 26.1% | ||
| Q1 25 | 5.4% | 4.9% | ||
| Q4 24 | 4.1% | -8.3% | ||
| Q3 24 | 3.7% | 29.8% | ||
| Q2 24 | 5.8% | 17.8% |
每股收益（稀释后）HIIRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $4.06 | $16.16 | ||
| Q3 25 | $3.68 | $19.40 | ||
| Q2 25 | $3.86 | $17.20 | ||
| Q1 25 | $3.79 | $3.27 | ||
| Q4 24 | $3.15 | $-3.76 | ||
| Q3 24 | $2.56 | $22.62 | ||
| Q2 24 | $4.38 | $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 | — | $1.6B |
| 总债务越低越好 | $2.7B | — |
| 股东权益账面价值 | $5.1B | $4.3B |
| 总资产 | $12.7B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.53× | — |
8季度趋势，按日历期对齐
现金及短期投资HIIRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.7B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.7B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益HIIRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $5.1B | $11.6B | ||
| Q3 25 | $5.0B | $11.5B | ||
| Q2 25 | $4.9B | $10.8B | ||
| Q1 25 | $4.8B | $10.3B | ||
| Q4 24 | $4.7B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.2B | $10.2B |
总资产HIIRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $12.7B | $53.8B | ||
| Q3 25 | $12.3B | $54.5B | ||
| Q2 25 | $12.1B | $54.7B | ||
| Q1 25 | $12.1B | $53.6B | ||
| Q4 24 | $12.1B | $50.7B | ||
| Q3 24 | $11.1B | $52.8B | ||
| Q2 24 | $11.3B | $51.6B |
负债/权益比HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.53× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.58× | 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 | $650.0M | — |
| 自由现金流经营现金流 - 资本支出 | $516.0M | — |
| 自由现金流率自由现金流/营收 | 14.8% | — |
| 资本支出强度资本支出/营收 | 3.9% | — |
| 现金转化率经营现金流/净利润 | 4.09× | — |
| 过去12个月自由现金流最近4个季度 | $794.0M | — |
8季度趋势，按日历期对齐
经营现金流HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | $650.0M | $483.0M | ||
| Q3 25 | $118.0M | $1.6B | ||
| Q2 25 | $823.0M | $1.5B | ||
| Q1 25 | $-395.0M | $157.8M | ||
| Q4 24 | $391.0M | $778.9M | ||
| Q3 24 | $213.0M | $1.5B | ||
| Q2 24 | $-9.0M | $1.2B |
自由现金流HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | $516.0M | — | ||
| Q3 25 | $13.0M | — | ||
| Q2 25 | $727.0M | — | ||
| Q1 25 | $-462.0M | — | ||
| Q4 24 | $277.0M | — | ||
| Q3 24 | $125.0M | — | ||
| Q2 24 | $-99.0M | — |
自由现金流率HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.8% | — | ||
| Q3 25 | 0.4% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | -16.9% | — | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 4.5% | — | ||
| Q2 24 | -3.3% | — |
资本支出强度HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 3.8% | — | ||
| Q3 24 | 3.2% | — | ||
| Q2 24 | 3.0% | — |
现金转化率HIIRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.09× | 0.64× | ||
| Q3 25 | 0.81× | 1.73× | ||
| Q2 25 | 5.41× | 1.76× | ||
| Q1 25 | -2.65× | 0.93× | ||
| Q4 24 | 3.18× | — | ||
| Q3 24 | 2.11× | 1.26× | ||
| Q2 24 | -0.05× | 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
HII
| Aircraftcarriers | $984.0M | 28% |
| Fixedpriceincentive | $758.0M | 22% |
| Submarines | $744.0M | 21% |
| Surfacecombatantsandcoastguardcutters | $452.0M | 13% |
| Amphibiousassaultships | $433.0M | 12% |
| Costtype | $123.0M | 4% |
| Otherprograms | $4.0M | 0% |
RNR
暂无分部数据
