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因美纳(ILMN)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的季度营收约是因美纳的2.0倍($2.2B vs $1.1B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 12.3%,领先11.2%),因美纳同比增速更快(4.8% vs -36.8%),过去两年因美纳的营收复合增速更高(-1.3% vs -11.9%)
因美纳是总部位于美国加利福尼亚州圣迭戈的生物技术企业,成立于1998年4月,专注研发、生产及销售用于分析基因变异与生物功能的集成系统,产品及服务覆盖测序、基因分型、基因表达、蛋白质组学等领域,业务遍及全球超155个国家和地区。
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。
ILMN vs RNR — 直观对比
营收规模更大
RNR
是对方的2.0倍
$1.1B
营收增速更快
ILMN
高出41.6%
-36.8%
净利率更高
RNR
高出11.2%
12.3%
两年增速更快
ILMN
近两年复合增速
-11.9%
损益表 — Q1 FY2027 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $134.0M | $515.8M |
| 毛利率 | 66.1% | — |
| 营业利润率 | 19.2% | — |
| 净利率 | 12.3% | 23.5% |
| 营收同比 | 4.8% | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益(稀释后) | $0.87 | $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
ILMN
RNR
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | — | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润
ILMN
RNR
| Q1 26 | $134.0M | $515.8M | ||
| Q4 25 | $334.0M | $760.5M | ||
| Q3 25 | — | $916.5M | ||
| Q2 25 | — | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | $186.0M | $-189.7M | ||
| Q3 24 | $705.0M | $1.2B | ||
| Q2 24 | $-2.0B | $503.9M |
毛利率
ILMN
RNR
| Q1 26 | 66.1% | — | ||
| Q4 25 | 65.5% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 65.9% | — | ||
| Q3 24 | 69.0% | — | ||
| Q2 24 | 64.8% | — |
营业利润率
ILMN
RNR
| Q1 26 | 19.2% | — | ||
| Q4 25 | 17.4% | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | — | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | 15.8% | -3.6% | ||
| Q3 24 | 68.6% | 43.7% | ||
| Q2 24 | -147.2% | 25.0% |
净利率
ILMN
RNR
| Q1 26 | 12.3% | 23.5% | ||
| Q4 25 | 28.8% | 25.6% | ||
| Q3 25 | — | 28.7% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | 16.8% | -8.3% | ||
| Q3 24 | 65.3% | 29.8% | ||
| Q2 24 | -178.8% | 17.8% |
每股收益(稀释后)
ILMN
RNR
| Q1 26 | $0.87 | $6.57 | ||
| Q4 25 | $2.16 | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | $1.16 | $-3.76 | ||
| Q3 24 | $4.42 | $22.62 | ||
| Q2 24 | $-12.48 | $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 | $1.2B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.7B | $4.3B |
| 总资产 | $6.6B | $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
ILMN
RNR
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $93.0M | $1.7B | ||
| Q3 24 | $70.0M | $1.6B | ||
| Q2 24 | $74.0M | $1.6B |
总债务
ILMN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益
ILMN
RNR
| Q1 26 | $2.7B | $4.3B | ||
| Q4 25 | $2.7B | $11.6B | ||
| Q3 25 | — | $11.5B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | $2.4B | $10.6B | ||
| Q3 24 | $2.1B | $11.2B | ||
| Q2 24 | $1.4B | $10.2B |
总资产
ILMN
RNR
| Q1 26 | $6.6B | $53.7B | ||
| Q4 25 | $6.6B | $53.8B | ||
| Q3 25 | — | $54.5B | ||
| Q2 25 | — | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | $6.3B | $50.7B | ||
| Q3 24 | $6.0B | $52.8B | ||
| Q2 24 | $6.1B | $51.6B |
负债/权益比
ILMN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 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 | $289.0M | — |
| 自由现金流经营现金流 - 资本支出 | $251.0M | — |
| 自由现金流率自由现金流/营收 | 23.0% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.16× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势,按日历期对齐
经营现金流
ILMN
RNR
| Q1 26 | $289.0M | — | ||
| Q4 25 | $321.0M | $483.0M | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $157.8M | ||
| Q4 24 | $364.0M | $778.9M | ||
| Q3 24 | $316.0M | $1.5B | ||
| Q2 24 | $80.0M | $1.2B |
自由现金流
ILMN
RNR
| Q1 26 | $251.0M | — | ||
| Q4 25 | $267.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $335.0M | — | ||
| Q3 24 | $284.0M | — | ||
| Q2 24 | $49.0M | — |
自由现金流率
ILMN
RNR
| Q1 26 | 23.0% | — | ||
| Q4 25 | 23.0% | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 30.3% | — | ||
| Q3 24 | 26.3% | — | ||
| Q2 24 | 4.4% | — |
资本支出强度
ILMN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 2.8% | — |
现金转化率
ILMN
RNR
| Q1 26 | 2.16× | — | ||
| Q4 25 | 0.96× | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 1.96× | — | ||
| Q3 24 | 0.45× | 1.26× | ||
| Q2 24 | — | 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
ILMN
| Product revenue | $917.0M | 84% |
| Service and other revenue | $174.0M | 16% |
RNR
暂无分部数据