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高德纳（IT）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的季度营收约是高德纳的1.3倍（$2.2B vs $1.8B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 13.8%，领先9.7%），高德纳同比增速更快（2.2% vs -36.8%），过去两年高德纳的营收复合增速更高（9.1% vs -11.9%）
高德纳是美国专注于商业与科技领域的研究咨询机构，服务客户覆盖大型企业、政府机构、科技公司、投资机构等群体，通过输出研究报告、举办行业峰会、提供定制咨询等形式，为客户决策提供权威专业的洞见支撑。
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。
IT vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.8B
营收增速更快
IT
高出38.9%
-36.8%
净利率更高
RNR
高出9.7%
13.8%
两年增速更快
IT
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $242.2M | $515.8M |
| 毛利率 | 67.8% | — |
| 营业利润率 | 19.1% | — |
| 净利率 | 13.8% | 23.5% |
| 营收同比 | 2.2% | -36.8% |
| 净利润同比 | -39.2% | 72.6% |
| 每股收益（稀释后） | $3.36 | $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ITRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润ITRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $242.2M | $760.5M | ||
| Q3 25 | $35.4M | $916.5M | ||
| Q2 25 | $240.8M | $835.4M | ||
| Q1 25 | $210.9M | $170.0M | ||
| Q4 24 | $398.6M | $-189.7M | ||
| Q3 24 | $415.0M | $1.2B | ||
| Q2 24 | $229.5M | $503.9M |
毛利率ITRNR
| Q1 26 | — | — | ||
| Q4 25 | 67.8% | — | ||
| Q3 25 | 69.3% | — | ||
| Q2 25 | 68.6% | — | ||
| Q1 25 | 69.4% | — | ||
| Q4 24 | 66.8% | — | ||
| Q3 24 | 68.4% | — | ||
| Q2 24 | 68.6% | — |
营业利润率ITRNR
| Q1 26 | — | — | ||
| Q4 25 | 19.1% | 42.5% | ||
| Q3 25 | 5.7% | 46.3% | ||
| Q2 25 | 19.4% | 41.8% | ||
| Q1 25 | 18.1% | -2.0% | ||
| Q4 24 | 18.5% | -3.6% | ||
| Q3 24 | 16.6% | 43.7% | ||
| Q2 24 | 20.0% | 25.0% |
净利率ITRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 13.8% | 25.6% | ||
| Q3 25 | 2.3% | 28.7% | ||
| Q2 25 | 14.3% | 26.1% | ||
| Q1 25 | 13.7% | 4.9% | ||
| Q4 24 | 23.2% | -8.3% | ||
| Q3 24 | 28.0% | 29.8% | ||
| Q2 24 | 14.4% | 17.8% |
每股收益（稀释后）ITRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.36 | $16.16 | ||
| Q3 25 | $0.47 | $19.40 | ||
| Q2 25 | $3.11 | $17.20 | ||
| Q1 25 | $2.71 | $3.27 | ||
| Q4 24 | $5.08 | $-3.76 | ||
| Q3 24 | $5.32 | $22.62 | ||
| Q2 24 | $2.93 | $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 | $1.7B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $319.9M | $4.3B |
| 总资产 | $8.1B | $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ITRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $2.2B | $1.4B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总债务ITRNR
| 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ITRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $319.9M | $11.6B | ||
| Q3 25 | $556.6M | $11.5B | ||
| Q2 25 | $1.5B | $10.8B | ||
| Q1 25 | $1.5B | $10.3B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.1B | $11.2B | ||
| Q2 24 | $646.7M | $10.2B |
总资产ITRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.1B | $53.8B | ||
| Q3 25 | $7.2B | $54.5B | ||
| Q2 25 | $8.3B | $54.7B | ||
| Q1 25 | $8.5B | $53.6B | ||
| Q4 24 | $8.5B | $50.7B | ||
| Q3 24 | $7.8B | $52.8B | ||
| Q2 24 | $7.4B | $51.6B |
负债/权益比ITRNR
| 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 | $294.5M | — |
| 自由现金流经营现金流 - 资本支出 | $270.7M | — |
| 自由现金流率自由现金流/营收 | 15.4% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 1.22× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | — |
8季度趋势，按日历期对齐
经营现金流ITRNR
| Q1 26 | — | — | ||
| Q4 25 | $294.5M | $483.0M | ||
| Q3 25 | $298.7M | $1.6B | ||
| Q2 25 | $383.6M | $1.5B | ||
| Q1 25 | $313.5M | $157.8M | ||
| Q4 24 | $335.4M | $778.9M | ||
| Q3 24 | $590.8M | $1.5B | ||
| Q2 24 | $370.0M | $1.2B |
自由现金流ITRNR
| Q1 26 | — | — | ||
| Q4 25 | $270.7M | — | ||
| Q3 25 | $269.3M | — | ||
| Q2 25 | $347.3M | — | ||
| Q1 25 | $287.9M | — | ||
| Q4 24 | $311.4M | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $340.6M | — |
自由现金流率ITRNR
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 17.7% | — | ||
| Q2 25 | 20.6% | — | ||
| Q1 25 | 18.8% | — | ||
| Q4 24 | 18.2% | — | ||
| Q3 24 | 38.1% | — | ||
| Q2 24 | 21.4% | — |
资本支出强度ITRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 1.8% | — |
现金转化率ITRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.22× | 0.64× | ||
| Q3 25 | 8.45× | 1.73× | ||
| Q2 25 | 1.59× | 1.76× | ||
| Q1 25 | 1.49× | 0.93× | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 1.42× | 1.26× | ||
| Q2 24 | 1.61× | 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
IT
| Transferred Over Time | $1.3B | 73% |
| Conferences | $286.2M | 16% |
| Consulting | $133.6M | 8% |
| Other | $52.3M | 3% |
RNR
暂无分部数据
