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国际香精香料（IFF）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
国际香精香料的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.6B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 0.2%，领先23.3%），国际香精香料同比增速更快（-6.6% vs -36.8%），过去两年国际香精香料的营收复合增速更高（-5.5% vs -11.9%）
国际香精香料（IFF）是美国知名企业，业务覆盖风味、质感、香氛、营养、酶制剂、菌种、大豆蛋白、益生菌等多品类产品研发，产品行销全球。公司总部位于纽约，在44个国家设有创意、销售及生产基地，是标普500指数成分股企业。
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。
IFF vs RNR — 直观对比
营收规模更大
IFF
是对方的1.2倍
$2.2B
营收增速更快
IFF
高出30.2%
-36.8%
净利率更高
RNR
高出23.3%
0.2%
两年增速更快
IFF
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.2B |
| 净利润 | $5.0M | $515.8M |
| 毛利率 | 34.4% | — |
| 营业利润率 | 3.7% | — |
| 净利率 | 0.2% | 23.5% |
| 营收同比 | -6.6% | -36.8% |
| 净利润同比 | 110.9% | 72.6% |
| 每股收益（稀释后） | $0.03 | $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IFFRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.8B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.9B | $4.0B | ||
| Q2 24 | $2.9B | $2.8B |
净利润IFFRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $5.0M | $760.5M | ||
| Q3 25 | $40.0M | $916.5M | ||
| Q2 25 | $612.0M | $835.4M | ||
| Q1 25 | $-1.0B | $170.0M | ||
| Q4 24 | $-46.0M | $-189.7M | ||
| Q3 24 | $59.0M | $1.2B | ||
| Q2 24 | $170.0M | $503.9M |
毛利率IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 34.4% | — | ||
| Q3 25 | 36.5% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 37.0% | — |
营业利润率IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 42.5% | ||
| Q3 25 | 8.4% | 46.3% | ||
| Q2 25 | 7.2% | 41.8% | ||
| Q1 25 | -31.8% | -2.0% | ||
| Q4 24 | 4.6% | -3.6% | ||
| Q3 24 | 8.5% | 43.7% | ||
| Q2 24 | 6.6% | 25.0% |
净利率IFFRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.2% | 25.6% | ||
| Q3 25 | 1.5% | 28.7% | ||
| Q2 25 | 22.1% | 26.1% | ||
| Q1 25 | -35.8% | 4.9% | ||
| Q4 24 | -1.7% | -8.3% | ||
| Q3 24 | 2.0% | 29.8% | ||
| Q2 24 | 5.9% | 17.8% |
每股收益（稀释后）IFFRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.03 | $16.16 | ||
| Q3 25 | $0.16 | $19.40 | ||
| Q2 25 | $2.38 | $17.20 | ||
| Q1 25 | $-3.98 | $3.27 | ||
| Q4 24 | $-0.17 | $-3.76 | ||
| Q3 24 | $0.23 | $22.62 | ||
| Q2 24 | $0.66 | $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 | $590.0M | $1.6B |
| 总债务越低越好 | $5.6B | — |
| 股东权益账面价值 | $14.2B | $4.3B |
| 总资产 | $25.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.40× | — |
8季度趋势，按日历期对齐
现金及短期投资IFFRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $590.0M | $1.7B | ||
| Q3 25 | $621.0M | $1.7B | ||
| Q2 25 | $816.0M | $1.4B | ||
| Q1 25 | $613.0M | $1.6B | ||
| Q4 24 | $469.0M | $1.7B | ||
| Q3 24 | $567.0M | $1.6B | ||
| Q2 24 | $671.0M | $1.6B |
总债务IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | $5.6B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $8.9B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益IFFRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $14.2B | $11.6B | ||
| Q3 25 | $14.2B | $11.5B | ||
| Q2 25 | $14.4B | $10.8B | ||
| Q1 25 | $13.2B | $10.3B | ||
| Q4 24 | $13.9B | $10.6B | ||
| Q3 24 | $14.8B | $11.2B | ||
| Q2 24 | $14.3B | $10.2B |
总资产IFFRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $25.5B | $53.8B | ||
| Q3 25 | $25.8B | $54.5B | ||
| Q2 25 | $26.1B | $54.7B | ||
| Q1 25 | $28.3B | $53.6B | ||
| Q4 24 | $28.7B | $50.7B | ||
| Q3 24 | $29.9B | $52.8B | ||
| Q2 24 | $29.5B | $51.6B |
负债/权益比IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.40× | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.64× | 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 | $318.0M | — |
| 自由现金流经营现金流 - 资本支出 | $130.0M | — |
| 自由现金流率自由现金流/营收 | 5.0% | — |
| 资本支出强度资本支出/营收 | 7.3% | — |
| 现金转化率经营现金流/净利润 | 63.60× | — |
| 过去12个月自由现金流最近4个季度 | $256.0M | — |
8季度趋势，按日历期对齐
经营现金流IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | $318.0M | $483.0M | ||
| Q3 25 | $164.0M | $1.6B | ||
| Q2 25 | $241.0M | $1.5B | ||
| Q1 25 | $127.0M | $157.8M | ||
| Q4 24 | $368.0M | $778.9M | ||
| Q3 24 | $366.0M | $1.5B | ||
| Q2 24 | $237.0M | $1.2B |
自由现金流IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | $130.0M | — | ||
| Q3 25 | $32.0M | — | ||
| Q2 25 | $146.0M | — | ||
| Q1 25 | $-52.0M | — | ||
| Q4 24 | $208.0M | — | ||
| Q3 24 | $263.0M | — | ||
| Q2 24 | $155.0M | — |
自由现金流率IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 5.3% | — | ||
| Q1 25 | -1.8% | — | ||
| Q4 24 | 7.5% | — | ||
| Q3 24 | 9.0% | — | ||
| Q2 24 | 5.4% | — |
资本支出强度IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 5.8% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 2.8% | — |
现金转化率IFFRNR
| Q1 26 | — | — | ||
| Q4 25 | 63.60× | 0.64× | ||
| Q3 25 | 4.10× | 1.73× | ||
| Q2 25 | 0.39× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.20× | 1.26× | ||
| Q2 24 | 1.39× | 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
IFF
| Food Ingredients | $802.0M | 31% |
| Scent | $610.0M | 24% |
| Other | $589.0M | 23% |
| Taste | $588.0M | 23% |
RNR
暂无分部数据
