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哈贝尔(HUBB)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的季度营收约是哈贝尔的1.5倍($2.2B vs $1.5B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 14.6%,领先8.9%),哈贝尔同比增速更快(11.9% vs -36.8%),过去两年哈贝尔的营收复合增速更高(3.3% vs -11.9%)
哈贝尔(Hubbell Incorporated)是总部位于美国康涅狄格州谢尔顿的企业,由哈维·哈贝尔于1888年创立,1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售,产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
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。
HUBB vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
HUBB
高出48.6%
-36.8%
净利率更高
RNR
高出8.9%
14.6%
两年增速更快
HUBB
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $217.7M | $515.8M |
| 毛利率 | 34.6% | — |
| 营业利润率 | 20.3% | — |
| 净利率 | 14.6% | 23.5% |
| 营收同比 | 11.9% | -36.8% |
| 净利润同比 | 10.5% | 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
HUBB
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润
HUBB
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $217.7M | $760.5M | ||
| Q3 25 | $255.5M | $916.5M | ||
| Q2 25 | $244.2M | $835.4M | ||
| Q1 25 | $169.7M | $170.0M | ||
| Q4 24 | $197.0M | $-189.7M | ||
| Q3 24 | $219.4M | $1.2B | ||
| Q2 24 | $213.6M | $503.9M |
毛利率
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | 34.6% | — | ||
| Q3 25 | 36.2% | — | ||
| Q2 25 | 37.2% | — | ||
| Q1 25 | 33.1% | — | ||
| Q4 24 | 33.8% | — | ||
| Q3 24 | 34.5% | — | ||
| Q2 24 | 35.0% | — |
营业利润率
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | 20.3% | 42.5% | ||
| Q3 25 | 22.0% | 46.3% | ||
| Q2 25 | 22.7% | 41.8% | ||
| Q1 25 | 17.5% | -2.0% | ||
| Q4 24 | 19.3% | -3.6% | ||
| Q3 24 | 21.1% | 43.7% | ||
| Q2 24 | 20.7% | 25.0% |
净利率
HUBB
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 14.6% | 25.6% | ||
| Q3 25 | 17.0% | 28.7% | ||
| Q2 25 | 16.5% | 26.1% | ||
| Q1 25 | 12.4% | 4.9% | ||
| Q4 24 | 14.8% | -8.3% | ||
| Q3 24 | 15.2% | 29.8% | ||
| Q2 24 | 14.7% | 17.8% |
每股收益(稀释后)
HUBB
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $4.06 | $16.16 | ||
| Q3 25 | $4.77 | $19.40 | ||
| Q2 25 | $4.56 | $17.20 | ||
| Q1 25 | $3.15 | $3.27 | ||
| Q4 24 | $3.65 | $-3.76 | ||
| Q3 24 | $4.05 | $22.62 | ||
| Q2 24 | $3.94 | $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 | $497.9M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.8B | $4.3B |
| 总资产 | $8.2B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
HUBB
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $497.9M | $1.7B | ||
| Q3 25 | $680.9M | $1.7B | ||
| Q2 25 | $399.6M | $1.4B | ||
| Q1 25 | $360.3M | $1.6B | ||
| Q4 24 | $345.0M | $1.7B | ||
| Q3 24 | $445.6M | $1.6B | ||
| Q2 24 | $406.5M | $1.6B |
总债务
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.3B | ||
| Q1 25 | $1.4B | $2.8B | ||
| Q4 24 | $1.4B | $1.9B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.9B | $2.0B |
股东权益
HUBB
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.8B | $11.6B | ||
| Q3 25 | $3.7B | $11.5B | ||
| Q2 25 | $3.5B | $10.8B | ||
| Q1 25 | $3.3B | $10.3B | ||
| Q4 24 | $3.3B | $10.6B | ||
| Q3 24 | $3.2B | $11.2B | ||
| Q2 24 | $3.1B | $10.2B |
总资产
HUBB
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.2B | $53.8B | ||
| Q3 25 | $7.5B | $54.5B | ||
| Q2 25 | $7.1B | $54.7B | ||
| Q1 25 | $6.9B | $53.6B | ||
| Q4 24 | $6.7B | $50.7B | ||
| Q3 24 | $6.9B | $52.8B | ||
| Q2 24 | $6.9B | $51.6B |
负债/权益比
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.39× | 0.19× | ||
| Q2 25 | 0.41× | 0.21× | ||
| Q1 25 | 0.44× | 0.27× | ||
| Q4 24 | 0.44× | 0.18× | ||
| Q3 24 | 0.51× | 0.17× | ||
| Q2 24 | 0.63× | 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 | $447.5M | — |
| 自由现金流经营现金流 - 资本支出 | $388.8M | — |
| 自由现金流率自由现金流/营收 | 26.0% | — |
| 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 | 2.06× | — |
| 过去12个月自由现金流最近4个季度 | $874.7M | — |
8季度趋势,按日历期对齐
经营现金流
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | $447.5M | $483.0M | ||
| Q3 25 | $284.3M | $1.6B | ||
| Q2 25 | $260.6M | $1.5B | ||
| Q1 25 | $37.4M | $157.8M | ||
| Q4 24 | $432.4M | $778.9M | ||
| Q3 24 | $227.0M | $1.5B | ||
| Q2 24 | $239.6M | $1.2B |
自由现金流
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | $388.8M | — | ||
| Q3 25 | $253.8M | — | ||
| Q2 25 | $220.7M | — | ||
| Q1 25 | $11.4M | — | ||
| Q4 24 | $364.4M | — | ||
| Q3 24 | $188.8M | — | ||
| Q2 24 | $205.7M | — |
自由现金流率
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | 26.0% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 27.3% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 14.2% | — |
资本支出强度
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 2.3% | — |
现金转化率
HUBB
RNR
| Q1 26 | — | — | ||
| Q4 25 | 2.06× | 0.64× | ||
| Q3 25 | 1.11× | 1.73× | ||
| Q2 25 | 1.07× | 1.76× | ||
| Q1 25 | 0.22× | 0.93× | ||
| Q4 24 | 2.19× | — | ||
| Q3 24 | 1.03× | 1.26× | ||
| Q2 24 | 1.12× | 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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
RNR
暂无分部数据