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亨斯迈（HUN）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的季度营收约是亨斯迈的1.6倍（$2.2B vs $1.4B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -7.1%，领先30.6%），亨斯迈同比增速更快（-6.7% vs -36.8%），过去两年亨斯迈的营收复合增速更高（-4.0% vs -11.9%）
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
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。
HUN vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.4B
营收增速更快
HUN
高出30.1%
-36.8%
净利率更高
RNR
高出30.6%
-7.1%
两年增速更快
HUN
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $-96.0M | $515.8M |
| 毛利率 | 12.1% | — |
| 营业利润率 | -4.4% | — |
| 净利率 | -7.1% | 23.5% |
| 营收同比 | -6.7% | -36.8% |
| 净利润同比 | 31.9% | 72.6% |
| 每股收益（稀释后） | $-0.56 | $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HUNRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润HUNRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-96.0M | $760.5M | ||
| Q3 25 | $-25.0M | $916.5M | ||
| Q2 25 | $-158.0M | $835.4M | ||
| Q1 25 | $-5.0M | $170.0M | ||
| Q4 24 | $-141.0M | $-189.7M | ||
| Q3 24 | $-33.0M | $1.2B | ||
| Q2 24 | $22.0M | $503.9M |
毛利率HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.1% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 12.5% | — | ||
| Q1 25 | 14.3% | — | ||
| Q4 24 | 12.9% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 15.4% | — |
营业利润率HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | -4.4% | 42.5% | ||
| Q3 25 | 0.4% | 46.3% | ||
| Q2 25 | -8.2% | 41.8% | ||
| Q1 25 | 3.0% | -2.0% | ||
| Q4 24 | -4.3% | -3.6% | ||
| Q3 24 | 2.7% | 43.7% | ||
| Q2 24 | 2.2% | 25.0% |
净利率HUNRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -7.1% | 25.6% | ||
| Q3 25 | -1.7% | 28.7% | ||
| Q2 25 | -10.8% | 26.1% | ||
| Q1 25 | -0.4% | 4.9% | ||
| Q4 24 | -9.7% | -8.3% | ||
| Q3 24 | -2.1% | 29.8% | ||
| Q2 24 | 1.4% | 17.8% |
每股收益（稀释后）HUNRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.56 | $16.16 | ||
| Q3 25 | $-0.14 | $19.40 | ||
| Q2 25 | $-0.92 | $17.20 | ||
| Q1 25 | $-0.03 | $3.27 | ||
| Q4 24 | $-0.82 | $-3.76 | ||
| Q3 24 | $-0.19 | $22.62 | ||
| Q2 24 | $0.13 | $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 | $429.0M | $1.6B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $2.8B | $4.3B |
| 总资产 | $7.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.73× | — |
8季度趋势，按日历期对齐
现金及短期投资HUNRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $429.0M | $1.7B | ||
| Q3 25 | $468.0M | $1.7B | ||
| Q2 25 | $399.0M | $1.4B | ||
| Q1 25 | $334.0M | $1.6B | ||
| Q4 24 | $340.0M | $1.7B | ||
| Q3 24 | $330.0M | $1.6B | ||
| Q2 24 | $335.0M | $1.6B |
总债务HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $1.8B | $1.9B | ||
| Q3 24 | $1.9B | $1.9B | ||
| Q2 24 | $1.9B | $2.0B |
股东权益HUNRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.8B | $11.6B | ||
| Q3 25 | $2.8B | $11.5B | ||
| Q2 25 | $2.8B | $10.8B | ||
| Q1 25 | $3.0B | $10.3B | ||
| Q4 24 | $3.0B | $10.6B | ||
| Q3 24 | $3.1B | $11.2B | ||
| Q2 24 | $3.1B | $10.2B |
总资产HUNRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.0B | $53.8B | ||
| Q3 25 | $7.1B | $54.5B | ||
| Q2 25 | $7.1B | $54.7B | ||
| Q1 25 | $7.2B | $53.6B | ||
| Q4 24 | $7.1B | $50.7B | ||
| Q3 24 | $7.3B | $52.8B | ||
| Q2 24 | $7.3B | $51.6B |
负债/权益比HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.73× | 0.20× | ||
| Q3 25 | 0.73× | 0.19× | ||
| Q2 25 | 0.72× | 0.21× | ||
| Q1 25 | 0.66× | 0.27× | ||
| Q4 24 | 0.62× | 0.18× | ||
| Q3 24 | 0.60× | 0.17× | ||
| Q2 24 | 0.62× | 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 | $76.0M | — |
| 自由现金流经营现金流 - 资本支出 | $19.0M | — |
| 自由现金流率自由现金流/营收 | 1.4% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 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 | $116.0M | — |
8季度趋势，按日历期对齐
经营现金流HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | $76.0M | $483.0M | ||
| Q3 25 | $196.0M | $1.6B | ||
| Q2 25 | $91.0M | $1.5B | ||
| Q1 25 | $-74.0M | $157.8M | ||
| Q4 24 | $153.0M | $778.9M | ||
| Q3 24 | $129.0M | $1.5B | ||
| Q2 24 | $46.0M | $1.2B |
自由现金流HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | — | ||
| Q3 25 | $153.0M | — | ||
| Q2 25 | $54.0M | — | ||
| Q1 25 | $-110.0M | — | ||
| Q4 24 | $102.0M | — | ||
| Q3 24 | $88.0M | — | ||
| Q2 24 | $-4.0M | — |
自由现金流率HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 10.5% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | -7.8% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -0.3% | — |
资本支出强度HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | 2.5% | — | ||
| Q1 25 | 2.6% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.2% | — |
现金转化率HUNRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 2.09× | 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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
RNR
暂无分部数据
