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因塞特（INCY）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的季度营收约是因塞特的1.7倍（$2.2B vs $1.3B），因塞特净利率更高（23.8% vs 23.5%，领先0.3%），因塞特同比增速更快（19.8% vs -36.8%），过去两年因塞特的营收复合增速更高（10.4% vs -11.9%）
因塞特是总部位于美国特拉华州威尔明顿的跨国制药企业，目前在北美、欧洲及亚洲多地设有生产基地与研发中心，专注于创新药物的研发、生产及商业化，为全球患者提供优质的治疗选择。
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。
INCY vs RNR — 直观对比
营收规模更大
RNR
是对方的1.7倍
$1.3B
营收增速更快
INCY
高出56.5%
-36.8%
净利率更高
INCY
高出0.3%
23.5%
两年增速更快
INCY
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $303.3M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 23.7% | — |
| 净利率 | 23.8% | 23.5% |
| 营收同比 | 19.8% | -36.8% |
| 净利润同比 | 91.7% | 72.6% |
| 每股收益（稀释后） | $1.47 | $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INCYRNR
| Q1 26 | $1.3B | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润INCYRNR
| Q1 26 | $303.3M | $515.8M | ||
| Q4 25 | $299.3M | $760.5M | ||
| Q3 25 | $424.2M | $916.5M | ||
| Q2 25 | $405.0M | $835.4M | ||
| Q1 25 | $158.2M | $170.0M | ||
| Q4 24 | $201.2M | $-189.7M | ||
| Q3 24 | $106.5M | $1.2B | ||
| Q2 24 | $-444.6M | $503.9M |
毛利率INCYRNR
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | — | ||
| Q3 25 | 92.8% | — | ||
| Q2 25 | 93.5% | — | ||
| Q1 25 | 93.0% | — | ||
| Q4 24 | 92.5% | — | ||
| Q3 24 | 92.4% | — | ||
| Q2 24 | 92.7% | — |
营业利润率INCYRNR
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 42.5% | ||
| Q3 25 | 32.5% | 46.3% | ||
| Q2 25 | 43.6% | 41.8% | ||
| Q1 25 | 19.5% | -2.0% | ||
| Q4 24 | 25.6% | -3.6% | ||
| Q3 24 | 12.8% | 43.7% | ||
| Q2 24 | -45.8% | 25.0% |
净利率INCYRNR
| Q1 26 | 23.8% | 23.5% | ||
| Q4 25 | 19.9% | 25.6% | ||
| Q3 25 | 31.1% | 28.7% | ||
| Q2 25 | 33.3% | 26.1% | ||
| Q1 25 | 15.0% | 4.9% | ||
| Q4 24 | 17.1% | -8.3% | ||
| Q3 24 | 9.4% | 29.8% | ||
| Q2 24 | -42.6% | 17.8% |
每股收益（稀释后）INCYRNR
| Q1 26 | $1.47 | $6.57 | ||
| Q4 25 | $1.46 | $16.16 | ||
| Q3 25 | $2.11 | $19.40 | ||
| Q2 25 | $2.04 | $17.20 | ||
| Q1 25 | $0.80 | $3.27 | ||
| Q4 24 | $0.90 | $-3.76 | ||
| Q3 24 | $0.54 | $22.62 | ||
| Q2 24 | $-2.04 | $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 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $5.6B | $4.3B |
| 总资产 | $7.3B | $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INCYRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.1B | $1.7B | ||
| Q3 25 | $2.5B | $1.7B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.7B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $987.3M | $1.6B |
总债务INCYRNR
| 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INCYRNR
| Q1 26 | $5.6B | $4.3B | ||
| Q4 25 | $5.2B | $11.6B | ||
| Q3 25 | $4.7B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $3.7B | $10.3B | ||
| Q4 24 | $3.4B | $10.6B | ||
| Q3 24 | $3.2B | $11.2B | ||
| Q2 24 | $3.0B | $10.2B |
总资产INCYRNR
| Q1 26 | $7.3B | $53.7B | ||
| Q4 25 | $7.0B | $53.8B | ||
| Q3 25 | $6.3B | $54.5B | ||
| Q2 25 | $5.8B | $54.7B | ||
| Q1 25 | $5.7B | $53.6B | ||
| Q4 24 | $5.4B | $50.7B | ||
| Q3 24 | $5.0B | $52.8B | ||
| Q2 24 | $4.7B | $51.6B |
负债/权益比INCYRNR
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
