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荷美尔食品（HRL）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
荷美尔食品的季度营收约是RENAISSANCERE HOLDINGS LTD的1.5倍（$3.2B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -1.8%，领先25.3%），荷美尔食品同比增速更快（1.5% vs -36.8%），过去两年荷美尔食品的营收复合增速更高（3.1% vs -11.9%）
荷美尔食品是1891年于美国明尼苏达州奥斯汀成立的跨国食品加工企业，由乔治·A·荷美尔创立。品牌最初主营火腿、香肠等各类畜肉产品的包装与销售，1937年推出斯帕姆午餐肉，上世纪80年代起逐步拓展多元化包装及冷藏食品产品线。
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。
HRL vs RNR — 直观对比
营收规模更大
HRL
是对方的1.5倍
$2.2B
营收增速更快
HRL
高出38.3%
-36.8%
净利率更高
RNR
高出25.3%
-1.8%
两年增速更快
HRL
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.2B |
| 净利润 | $-56.1M | $515.8M |
| 毛利率 | 14.0% | — |
| 营业利润率 | 0.1% | — |
| 净利率 | -1.8% | 23.5% |
| 营收同比 | 1.5% | -36.8% |
| 净利润同比 | -125.5% | 72.6% |
| 每股收益（稀释后） | $-0.10 | $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HRLRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.2B | $3.0B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $3.0B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $2.9B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润HRLRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-56.1M | $760.5M | ||
| Q3 25 | $183.7M | $916.5M | ||
| Q2 25 | $180.0M | $835.4M | ||
| Q1 25 | $170.6M | $170.0M | ||
| Q4 24 | $220.2M | $-189.7M | ||
| Q3 24 | $176.7M | $1.2B | ||
| Q2 24 | $189.3M | $503.9M |
毛利率HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.0% | — | ||
| Q3 25 | 16.1% | — | ||
| Q2 25 | 16.7% | — | ||
| Q1 25 | 15.9% | — | ||
| Q4 24 | 16.6% | — | ||
| Q3 24 | 16.8% | — | ||
| Q2 24 | 17.4% | — |
营业利润率HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 42.5% | ||
| Q3 25 | 7.9% | 46.3% | ||
| Q2 25 | 8.6% | 41.8% | ||
| Q1 25 | 7.6% | -2.0% | ||
| Q4 24 | 9.4% | -3.6% | ||
| Q3 24 | 8.2% | 43.7% | ||
| Q2 24 | 8.7% | 25.0% |
净利率HRLRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -1.8% | 25.6% | ||
| Q3 25 | 6.1% | 28.7% | ||
| Q2 25 | 6.2% | 26.1% | ||
| Q1 25 | 5.7% | 4.9% | ||
| Q4 24 | 7.0% | -8.3% | ||
| Q3 24 | 6.1% | 29.8% | ||
| Q2 24 | 6.6% | 17.8% |
每股收益（稀释后）HRLRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.10 | $16.16 | ||
| Q3 25 | $0.33 | $19.40 | ||
| Q2 25 | $0.33 | $17.20 | ||
| Q1 25 | $0.31 | $3.27 | ||
| Q4 24 | $0.41 | $-3.76 | ||
| Q3 24 | $0.32 | $22.62 | ||
| Q2 24 | $0.34 | $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 | $703.6M | $1.6B |
| 总债务越低越好 | $2.9B | — |
| 股东权益账面价值 | $7.9B | $4.3B |
| 总资产 | $13.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.36× | — |
8季度趋势，按日历期对齐
现金及短期投资HRLRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $703.6M | $1.7B | ||
| Q3 25 | $630.7M | $1.7B | ||
| Q2 25 | $699.0M | $1.4B | ||
| Q1 25 | $866.4M | $1.6B | ||
| Q4 24 | $766.6M | $1.7B | ||
| Q3 24 | $561.9M | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | $2.9B | $2.3B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | $2.9B | $1.9B | ||
| Q2 24 | $2.9B | $2.0B |
股东权益HRLRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $7.9B | $11.6B | ||
| Q3 25 | $8.1B | $11.5B | ||
| Q2 25 | $8.0B | $10.8B | ||
| Q1 25 | $8.0B | $10.3B | ||
| Q4 24 | $8.0B | $10.6B | ||
| Q3 24 | $7.9B | $11.2B | ||
| Q2 24 | $7.9B | $10.2B |
总资产HRLRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.4B | $53.8B | ||
| Q3 25 | $13.5B | $54.5B | ||
| Q2 25 | $13.4B | $54.7B | ||
| Q1 25 | $13.4B | $53.6B | ||
| Q4 24 | $13.4B | $50.7B | ||
| Q3 24 | $13.1B | $52.8B | ||
| Q2 24 | $14.1B | $51.6B |
负债/权益比HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.36× | 0.20× | ||
| Q3 25 | 0.35× | 0.19× | ||
| Q2 25 | 0.35× | 0.21× | ||
| Q1 25 | 0.36× | 0.27× | ||
| Q4 24 | 0.36× | 0.18× | ||
| Q3 24 | 0.36× | 0.17× | ||
| Q2 24 | 0.36× | 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 | $322.9M | — |
| 自由现金流经营现金流 - 资本支出 | $231.4M | — |
| 自由现金流率自由现金流/营收 | 7.3% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $534.3M | — |
8季度趋势，按日历期对齐
经营现金流HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | $322.9M | $483.0M | ||
| Q3 25 | $156.7M | $1.6B | ||
| Q2 25 | $56.4M | $1.5B | ||
| Q1 25 | $309.2M | $157.8M | ||
| Q4 24 | $408.6M | $778.9M | ||
| Q3 24 | $218.0M | $1.5B | ||
| Q2 24 | $236.1M | $1.2B |
自由现金流HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | $231.4M | — | ||
| Q3 25 | $84.5M | — | ||
| Q2 25 | $-18.6M | — | ||
| Q1 25 | $237.0M | — | ||
| Q4 24 | $324.8M | — | ||
| Q3 24 | $152.5M | — | ||
| Q2 24 | $176.2M | — |
自由现金流率HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | -0.6% | — | ||
| Q1 25 | 7.9% | — | ||
| Q4 24 | 10.4% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 6.1% | — |
资本支出强度HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.6% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.3% | — | ||
| Q2 24 | 2.1% | — |
现金转化率HRLRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 0.85× | 1.73× | ||
| Q2 25 | 0.31× | 1.76× | ||
| Q1 25 | 1.81× | 0.93× | ||
| Q4 24 | 1.86× | — | ||
| Q3 24 | 1.23× | 1.26× | ||
| Q2 24 | 1.25× | 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
HRL
| Retail Segment | $1.9B | 60% |
| Foodservice Segment | $1.1B | 34% |
| Other | $174.7M | 5% |
RNR
暂无分部数据
