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艾昆纬（IQV）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
艾昆纬的季度营收约是RENAISSANCERE HOLDINGS LTD的2.0倍（$4.4B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 11.8%，领先11.7%），艾昆纬同比增速更快（10.3% vs -36.8%），过去两年艾昆纬的营收复合增速更高（8.1% vs -11.9%）
艾昆纬控股（IQVIA Holdings Inc.）总部位于美国北卡罗来纳州达勒姆，是专注于医疗信息技术与临床研究领域的知名企业。公司依托专业技术优势与行业资源积累，为医疗健康、医药研发等领域客户提供专业解决方案与服务支持，助力产业创新发展。
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。
IQV vs RNR — 直观对比
营收规模更大
IQV
是对方的2.0倍
$2.2B
营收增速更快
IQV
高出47.0%
-36.8%
净利率更高
RNR
高出11.7%
11.8%
两年增速更快
IQV
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $4.4B | $2.2B |
| 净利润 | $514.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 14.4% | — |
| 净利率 | 11.8% | 23.5% |
| 营收同比 | 10.3% | -36.8% |
| 净利润同比 | 17.6% | 72.6% |
| 每股收益（稀释后） | $2.97 | $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IQVRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $4.4B | $3.0B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $4.0B | $3.2B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $3.9B | $4.0B | ||
| Q2 24 | $3.8B | $2.8B |
净利润IQVRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $514.0M | $760.5M | ||
| Q3 25 | $331.0M | $916.5M | ||
| Q2 25 | $266.0M | $835.4M | ||
| Q1 25 | $249.0M | $170.0M | ||
| Q4 24 | $437.0M | $-189.7M | ||
| Q3 24 | $285.0M | $1.2B | ||
| Q2 24 | $363.0M | $503.9M |
毛利率IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 23.5% | — | ||
| Q2 24 | 22.6% | — |
营业利润率IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | 14.4% | 42.5% | ||
| Q3 25 | 13.5% | 46.3% | ||
| Q2 25 | 12.6% | 41.8% | ||
| Q1 25 | 13.0% | -2.0% | ||
| Q4 24 | 15.8% | -3.6% | ||
| Q3 24 | 14.1% | 43.7% | ||
| Q2 24 | 13.6% | 25.0% |
净利率IQVRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 11.8% | 25.6% | ||
| Q3 25 | 8.1% | 28.7% | ||
| Q2 25 | 6.6% | 26.1% | ||
| Q1 25 | 6.5% | 4.9% | ||
| Q4 24 | 11.0% | -8.3% | ||
| Q3 24 | 7.3% | 29.8% | ||
| Q2 24 | 9.5% | 17.8% |
每股收益（稀释后）IQVRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.97 | $16.16 | ||
| Q3 25 | $1.93 | $19.40 | ||
| Q2 25 | $1.54 | $17.20 | ||
| Q1 25 | $1.40 | $3.27 | ||
| Q4 24 | $2.41 | $-3.76 | ||
| Q3 24 | $1.55 | $22.62 | ||
| Q2 24 | $1.97 | $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 | $2.1B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.5B | $4.3B |
| 总资产 | $29.9B | $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IQVRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.0B | $1.7B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.7B | $1.6B | ||
| Q2 24 | $1.7B | $1.6B |
总债务IQVRNR
| 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IQVRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.5B | $11.6B | ||
| Q3 25 | $6.2B | $11.5B | ||
| Q2 25 | $5.8B | $10.8B | ||
| Q1 25 | $6.0B | $10.3B | ||
| Q4 24 | $6.1B | $10.6B | ||
| Q3 24 | $7.0B | $11.2B | ||
| Q2 24 | $6.7B | $10.2B |
总资产IQVRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $29.9B | $53.8B | ||
| Q3 25 | $28.7B | $54.5B | ||
| Q2 25 | $28.6B | $54.7B | ||
| Q1 25 | $27.3B | $53.6B | ||
| Q4 24 | $26.9B | $50.7B | ||
| Q3 24 | $27.2B | $52.8B | ||
| Q2 24 | $26.4B | $51.6B |
负债/权益比IQVRNR
| 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 | $735.0M | — |
| 自由现金流经营现金流 - 资本支出 | $561.0M | — |
| 自由现金流率自由现金流/营收 | 12.9% | — |
| 资本支出强度资本支出/营收 | 4.0% | — |
| 现金转化率经营现金流/净利润 | 1.43× | — |
| 过去12个月自由现金流最近4个季度 | $2.1B | — |
8季度趋势，按日历期对齐
经营现金流IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | $735.0M | $483.0M | ||
| Q3 25 | $908.0M | $1.6B | ||
| Q2 25 | $443.0M | $1.5B | ||
| Q1 25 | $568.0M | $157.8M | ||
| Q4 24 | $885.0M | $778.9M | ||
| Q3 24 | $721.0M | $1.5B | ||
| Q2 24 | $588.0M | $1.2B |
自由现金流IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | $561.0M | — | ||
| Q3 25 | $772.0M | — | ||
| Q2 25 | $292.0M | — | ||
| Q1 25 | $426.0M | — | ||
| Q4 24 | $721.0M | — | ||
| Q3 24 | $571.0M | — | ||
| Q2 24 | $445.0M | — |
自由现金流率IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | 12.9% | — | ||
| Q3 25 | 18.8% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 11.1% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 14.7% | — | ||
| Q2 24 | 11.7% | — |
资本支出强度IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 4.1% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 3.7% | — |
现金转化率IQVRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.43× | 0.64× | ||
| Q3 25 | 2.74× | 1.73× | ||
| Q2 25 | 1.67× | 1.76× | ||
| Q1 25 | 2.28× | 0.93× | ||
| Q4 24 | 2.03× | — | ||
| Q3 24 | 2.53× | 1.26× | ||
| Q2 24 | 1.62× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
