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好时（HSY）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
好时的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.1B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 14.0%，领先9.5%），好时同比增速更快（10.6% vs -36.8%），过去两年好时的营收复合增速更高（22.3% vs -11.9%）
好时公司是总部位于美国宾夕法尼亚州好时镇的跨国糖果企业，也是全球最大的巧克力生产商之一，由米尔顿·S·好时于1894年创立。公司除核心巧克力产品外，还生产饼干、蛋糕等烘焙食品，同时销售奶昔等多类饮品，产品覆盖多个食品品类。
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。
HSY vs RNR — 直观对比
营收规模更大
HSY
是对方的1.4倍
$2.2B
营收增速更快
HSY
高出47.4%
-36.8%
净利率更高
RNR
高出9.5%
14.0%
两年增速更快
HSY
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.1B | $2.2B |
| 净利润 | $435.1M | $515.8M |
| 毛利率 | 39.4% | — |
| 营业利润率 | 20.6% | — |
| 净利率 | 14.0% | 23.5% |
| 营收同比 | 10.6% | -36.8% |
| 净利润同比 | — | 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HSYRNR
| Q1 26 | $3.1B | $2.2B | ||
| Q4 25 | $3.1B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $2.1B | $2.8B |
净利润HSYRNR
| Q1 26 | $435.1M | $515.8M | ||
| Q4 25 | $320.0M | $760.5M | ||
| Q3 25 | $276.3M | $916.5M | ||
| Q2 25 | $62.7M | $835.4M | ||
| Q1 25 | $224.2M | $170.0M | ||
| Q4 24 | $796.6M | $-189.7M | ||
| Q3 24 | $446.3M | $1.2B | ||
| Q2 24 | $180.9M | $503.9M |
毛利率HSYRNR
| Q1 26 | 39.4% | — | ||
| Q4 25 | 37.0% | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 30.5% | — | ||
| Q1 25 | 33.7% | — | ||
| Q4 24 | 54.0% | — | ||
| Q3 24 | 41.3% | — | ||
| Q2 24 | 40.2% | — |
营业利润率HSYRNR
| Q1 26 | 20.6% | — | ||
| Q4 25 | 14.4% | 42.5% | ||
| Q3 25 | 13.7% | 46.3% | ||
| Q2 25 | 7.4% | 41.8% | ||
| Q1 25 | 13.2% | -2.0% | ||
| Q4 24 | 32.5% | -3.6% | ||
| Q3 24 | 20.5% | 43.7% | ||
| Q2 24 | 13.9% | 25.0% |
净利率HSYRNR
| Q1 26 | 14.0% | 23.5% | ||
| Q4 25 | 10.4% | 25.6% | ||
| Q3 25 | 8.7% | 28.7% | ||
| Q2 25 | 2.4% | 26.1% | ||
| Q1 25 | 8.0% | 4.9% | ||
| Q4 24 | 27.6% | -8.3% | ||
| Q3 24 | 14.9% | 29.8% | ||
| Q2 24 | 8.7% | 17.8% |
每股收益（稀释后）HSYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $877.0M | $1.6B |
| 总债务越低越好 | $4.9B | — |
| 股东权益账面价值 | $4.7B | $4.3B |
| 总资产 | $13.8B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.03× | — |
8季度趋势，按日历期对齐
现金及短期投资HSYRNR
| Q1 26 | $877.0M | $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HSYRNR
| Q1 26 | $4.9B | — | ||
| Q4 25 | $4.7B | $2.3B | ||
| Q3 25 | $4.7B | $2.2B | ||
| Q2 25 | $5.2B | $2.3B | ||
| Q1 25 | $5.2B | $2.8B | ||
| Q4 24 | $3.2B | $1.9B | ||
| Q3 24 | $3.2B | $1.9B | ||
| Q2 24 | $3.5B | $2.0B |
股东权益HSYRNR
| Q1 26 | $4.7B | $4.3B | ||
| Q4 25 | $4.6B | $11.6B | ||
| Q3 25 | $4.6B | $11.5B | ||
| Q2 25 | $4.5B | $10.8B | ||
| Q1 25 | $4.7B | $10.3B | ||
| Q4 24 | $4.7B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.0B | $10.2B |
总资产HSYRNR
| Q1 26 | $13.8B | $53.7B | ||
| Q4 25 | $13.7B | $53.8B | ||
| Q3 25 | $13.6B | $54.5B | ||
| Q2 25 | $13.6B | $54.7B | ||
| Q1 25 | $14.0B | $53.6B | ||
| Q4 24 | $12.9B | $50.7B | ||
| Q3 24 | $12.6B | $52.8B | ||
| Q2 24 | $12.4B | $51.6B |
负债/权益比HSYRNR
| Q1 26 | 1.03× | — | ||
| Q4 25 | 1.01× | 0.20× | ||
| Q3 25 | 1.02× | 0.19× | ||
| Q2 25 | 1.15× | 0.21× | ||
| Q1 25 | 1.11× | 0.27× | ||
| Q4 24 | 0.68× | 0.18× | ||
| Q3 24 | 0.76× | 0.17× | ||
| Q2 24 | 0.87× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
