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埃培智集团（IPG）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的季度营收约是埃培智集团的1.0倍（$2.2B vs $2.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.8%，领先17.7%），埃培智集团同比增速更快（-4.8% vs -36.8%），过去两年埃培智集团的营收复合增速更高（-9.1% vs -11.9%）
埃培智集团（IPG）是总部位于美国纽约的广告营销传播集团，旗下拥有FCB、IPG盟博、麦肯世界集团、睿狮集团等五大核心业务网络，以及公关、体育营销、艺人经纪、医疗营销等领域的多家专业独立代理商，被宏盟收购前是与WPP、阳狮、宏盟齐名的全球广告行业“四大集团”之一。
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。
IPG vs RNR — 直观对比
营收规模更大
RNR
是对方的1.0倍
$2.1B
营收增速更快
IPG
高出32.0%
-36.8%
净利率更高
RNR
高出17.7%
5.8%
两年增速更快
IPG
近两年复合增速
-11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $124.2M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 10.3% | — |
| 净利率 | 5.8% | 23.5% |
| 营收同比 | -4.8% | -36.8% |
| 净利润同比 | 517.9% | 72.6% |
| 每股收益（稀释后） | $0.34 | $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IPGRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.3B | $2.8B |
净利润IPGRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $124.2M | $916.5M | ||
| Q2 25 | $162.5M | $835.4M | ||
| Q1 25 | $-85.4M | $170.0M | ||
| Q4 24 | $344.5M | $-189.7M | ||
| Q3 24 | $20.1M | $1.2B | ||
| Q2 24 | $214.5M | $503.9M |
毛利率IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -3.2% | — | ||
| Q4 24 | 10.1% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 1.2% | — |
营业利润率IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 10.3% | 46.3% | ||
| Q2 25 | 11.2% | 41.8% | ||
| Q1 25 | -2.1% | -2.0% | ||
| Q4 24 | 23.3% | -3.6% | ||
| Q3 24 | 5.9% | 43.7% | ||
| Q2 24 | 13.7% | 25.0% |
净利率IPGRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 5.8% | 28.7% | ||
| Q2 25 | 7.5% | 26.1% | ||
| Q1 25 | -4.3% | 4.9% | ||
| Q4 24 | 14.1% | -8.3% | ||
| Q3 24 | 0.9% | 29.8% | ||
| Q2 24 | 9.2% | 17.8% |
每股收益（稀释后）IPGRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.34 | $19.40 | ||
| Q2 25 | $0.44 | $17.20 | ||
| Q1 25 | $-0.23 | $3.27 | ||
| Q4 24 | $0.92 | $-3.76 | ||
| Q3 24 | $0.05 | $22.62 | ||
| Q2 24 | $0.57 | $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 | $1.5B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.7B | $4.3B |
| 总资产 | $17.0B | $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IPGRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $1.5B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务IPGRNR
| 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IPGRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $3.7B | $11.5B | ||
| Q2 25 | $3.7B | $10.8B | ||
| Q1 25 | $3.6B | $10.3B | ||
| Q4 24 | $3.8B | $10.6B | ||
| Q3 24 | $3.7B | $11.2B | ||
| Q2 24 | $3.8B | $10.2B |
总资产IPGRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $17.0B | $54.5B | ||
| Q2 25 | $17.0B | $54.7B | ||
| Q1 25 | $17.1B | $53.6B | ||
| Q4 24 | $18.3B | $50.7B | ||
| Q3 24 | $17.1B | $52.8B | ||
| Q2 24 | $17.0B | $51.6B |
负债/权益比IPGRNR
| 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 | $180.1M | — |
| 自由现金流经营现金流 - 资本支出 | $153.6M | — |
| 自由现金流率自由现金流/营收 | 7.2% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 1.45× | — |
| 过去12个月自由现金流最近4个季度 | $806.8M | — |
8季度趋势，按日历期对齐
经营现金流IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $180.1M | $1.6B | ||
| Q2 25 | $-96.0M | $1.5B | ||
| Q1 25 | $-37.0M | $157.8M | ||
| Q4 24 | $868.1M | $778.9M | ||
| Q3 24 | $223.8M | $1.5B | ||
| Q2 24 | $120.7M | $1.2B |
自由现金流IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $153.6M | — | ||
| Q2 25 | $-121.8M | — | ||
| Q1 25 | $-58.5M | — | ||
| Q4 24 | $833.5M | — | ||
| Q3 24 | $186.5M | — | ||
| Q2 24 | $85.9M | — |
自由现金流率IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | -5.6% | — | ||
| Q1 25 | -2.9% | — | ||
| Q4 24 | 34.2% | — | ||
| Q3 24 | 8.3% | — | ||
| Q2 24 | 3.7% | — |
资本支出强度IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.5% | — |
现金转化率IPGRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 1.45× | 1.73× | ||
| Q2 25 | -0.59× | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 2.52× | — | ||
| Q3 24 | 11.13× | 1.26× | ||
| Q2 24 | 0.56× | 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
IPG
| MDE | $619.0M | 29% |
| IAC | $574.9M | 27% |
| Other | $527.9M | 25% |
| SCE | $413.8M | 19% |
RNR
暂无分部数据
