vs
直觉外科（ISRG）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
直觉外科的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍（$2.8B vs $2.2B），直觉外科净利率更高（29.8% vs 23.5%，领先6.3%），直觉外科同比增速更快（23.0% vs -36.8%），过去两年直觉外科的营收复合增速更高（17.4% vs -11.9%）
直觉外科（Intuitive Surgical）是美国医疗科技企业，主打研发、生产及销售微创外科手术机器人产品，核心产品为达芬奇手术系统，可有效提升患者临床治疗效果。该公司为纳斯达克100、标普100及标普500指数成分股，截至2021年末全球达芬奇系统装机量达6730台，其中美国市场占4139台。
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。
ISRG vs RNR — 直观对比
营收规模更大
ISRG
是对方的1.3倍
$2.2B
营收增速更快
ISRG
高出59.7%
-36.8%
净利率更高
ISRG
高出6.3%
23.5%
两年增速更快
ISRG
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.2B |
| 净利润 | $826.0M | $515.8M |
| 毛利率 | 66.1% | — |
| 营业利润率 | — | — |
| 净利率 | 29.8% | 23.5% |
| 营收同比 | 23.0% | -36.8% |
| 净利润同比 | 17.4% | 72.6% |
| 每股收益（稀释后） | $2.28 | $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ISRGRNR
| Q1 26 | $2.8B | $2.2B | ||
| Q4 25 | $2.9B | $3.0B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.4B | $3.2B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $2.0B | $2.8B |
净利润ISRGRNR
| Q1 26 | $826.0M | $515.8M | ||
| Q4 25 | $794.8M | $760.5M | ||
| Q3 25 | $704.4M | $916.5M | ||
| Q2 25 | $658.4M | $835.4M | ||
| Q1 25 | $698.4M | $170.0M | ||
| Q4 24 | $685.7M | $-189.7M | ||
| Q3 24 | $565.1M | $1.2B | ||
| Q2 24 | $526.9M | $503.9M |
毛利率ISRGRNR
| Q1 26 | 66.1% | — | ||
| Q4 25 | 66.4% | — | ||
| Q3 25 | 66.4% | — | ||
| Q2 25 | 66.3% | — | ||
| Q1 25 | 64.7% | — | ||
| Q4 24 | 68.0% | — | ||
| Q3 24 | 67.4% | — | ||
| Q2 24 | 68.3% | — |
营业利润率ISRGRNR
| Q1 26 | — | — | ||
| Q4 25 | 30.2% | 42.5% | ||
| Q3 25 | 30.3% | 46.3% | ||
| Q2 25 | 30.5% | 41.8% | ||
| Q1 25 | 25.7% | -2.0% | ||
| Q4 24 | 30.4% | -3.6% | ||
| Q3 24 | 28.3% | 43.7% | ||
| Q2 24 | 28.2% | 25.0% |
净利率ISRGRNR
| Q1 26 | 29.8% | 23.5% | ||
| Q4 25 | 27.7% | 25.6% | ||
| Q3 25 | 28.1% | 28.7% | ||
| Q2 25 | 27.0% | 26.1% | ||
| Q1 25 | 31.0% | 4.9% | ||
| Q4 24 | 28.4% | -8.3% | ||
| Q3 24 | 27.7% | 29.8% | ||
| Q2 24 | 26.2% | 17.8% |
每股收益（稀释后）ISRGRNR
| Q1 26 | $2.28 | $6.57 | ||
| Q4 25 | $2.19 | $16.16 | ||
| Q3 25 | $1.95 | $19.40 | ||
| Q2 25 | $1.81 | $17.20 | ||
| Q1 25 | $1.92 | $3.27 | ||
| Q4 24 | $1.89 | $-3.76 | ||
| Q3 24 | $1.56 | $22.62 | ||
| Q2 24 | $1.46 | $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 | $17.6B | $4.3B |
| 总资产 | $20.1B | $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ISRGRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $5.9B | $1.7B | ||
| Q3 25 | $4.9B | $1.7B | ||
| Q2 25 | $5.3B | $1.4B | ||
| Q1 25 | $4.5B | $1.6B | ||
| Q4 24 | $4.0B | $1.7B | ||
| Q3 24 | $4.2B | $1.6B | ||
| Q2 24 | $4.8B | $1.6B |
总债务ISRGRNR
| 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ISRGRNR
| Q1 26 | $17.6B | $4.3B | ||
| Q4 25 | $17.8B | $11.6B | ||
| Q3 25 | $16.9B | $11.5B | ||
| Q2 25 | $17.8B | $10.8B | ||
| Q1 25 | $17.1B | $10.3B | ||
| Q4 24 | $16.4B | $10.6B | ||
| Q3 24 | $15.6B | $11.2B | ||
| Q2 24 | $14.7B | $10.2B |
总资产ISRGRNR
| Q1 26 | $20.1B | $53.7B | ||
| Q4 25 | $20.5B | $53.8B | ||
| Q3 25 | $19.4B | $54.5B | ||
| Q2 25 | $20.2B | $54.7B | ||
| Q1 25 | $19.2B | $53.6B | ||
| Q4 24 | $18.7B | $50.7B | ||
| Q3 24 | $17.7B | $52.8B | ||
| Q2 24 | $16.6B | $51.6B |
负债/权益比ISRGRNR
| 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
业务分部营收拆解
ISRG
| Instruments and accessories | $1.7B | 61% |
| Systems | $650.7M | 23% |
| Services | $433.7M | 16% |
RNR
暂无分部数据
