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爵士制药（JAZZ）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的季度营收约是爵士制药的1.8倍（$2.2B vs $1.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 17.0%，领先6.5%），爵士制药同比增速更快（10.1% vs -36.8%），过去两年爵士制药的营收复合增速更高（15.2% vs -11.9%）
爵士制药是一家全球性生物制药企业，核心业务聚焦肿瘤学与神经科学两大领域，2003年在美国加利福尼亚州成立，当前总部坐落于爱尔兰首都都柏林。
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。
JAZZ vs RNR — 直观对比
营收规模更大
RNR
是对方的1.8倍
$1.2B
营收增速更快
JAZZ
高出46.8%
-36.8%
净利率更高
RNR
高出6.5%
17.0%
两年增速更快
JAZZ
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.2B |
| 净利润 | $203.5M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 21.2% | — |
| 净利率 | 17.0% | 23.5% |
| 营收同比 | 10.1% | -36.8% |
| 净利润同比 | 6.5% | 72.6% |
| 每股收益（稀释后） | $3.34 | $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JAZZRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.2B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $897.8M | $3.5B | ||
| Q4 24 | $1.1B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润JAZZRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $203.5M | $760.5M | ||
| Q3 25 | $251.4M | $916.5M | ||
| Q2 25 | $-718.5M | $835.4M | ||
| Q1 25 | $-92.5M | $170.0M | ||
| Q4 24 | $191.1M | $-189.7M | ||
| Q3 24 | $215.1M | $1.2B | ||
| Q2 24 | $168.6M | $503.9M |
营业利润率JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | 21.2% | 42.5% | ||
| Q3 25 | 5.1% | 46.3% | ||
| Q2 25 | -65.6% | 41.8% | ||
| Q1 25 | -6.2% | -2.0% | ||
| Q4 24 | 17.5% | -3.6% | ||
| Q3 24 | 24.7% | 43.7% | ||
| Q2 24 | 19.5% | 25.0% |
净利率JAZZRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 17.0% | 25.6% | ||
| Q3 25 | 22.3% | 28.7% | ||
| Q2 25 | -68.7% | 26.1% | ||
| Q1 25 | -10.3% | 4.9% | ||
| Q4 24 | 17.6% | -8.3% | ||
| Q3 24 | 20.4% | 29.8% | ||
| Q2 24 | 16.5% | 17.8% |
每股收益（稀释后）JAZZRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $3.34 | $16.16 | ||
| Q3 25 | $4.08 | $19.40 | ||
| Q2 25 | $-11.74 | $17.20 | ||
| Q1 25 | $-1.52 | $3.27 | ||
| Q4 24 | $2.97 | $-3.76 | ||
| Q3 24 | $3.42 | $22.62 | ||
| Q2 24 | $2.49 | $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 | $1.4B | $1.6B |
| 总债务越低越好 | $5.4B | — |
| 股东权益账面价值 | $4.3B | $4.3B |
| 总资产 | $11.7B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.24× | — |
8季度趋势，按日历期对齐
现金及短期投资JAZZRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $2.4B | $1.7B | ||
| Q3 24 | $2.2B | $1.6B | ||
| Q2 24 | $1.4B | $1.6B |
总债务JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | $5.4B | $2.3B | ||
| Q3 25 | $5.4B | $2.2B | ||
| Q2 25 | $5.4B | $2.3B | ||
| Q1 25 | $5.4B | $2.8B | ||
| Q4 24 | $6.1B | $1.9B | ||
| Q3 24 | $6.1B | $1.9B | ||
| Q2 24 | $5.7B | $2.0B |
股东权益JAZZRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.3B | $11.6B | ||
| Q3 25 | $4.0B | $11.5B | ||
| Q2 25 | $3.7B | $10.8B | ||
| Q1 25 | $4.2B | $10.3B | ||
| Q4 24 | $4.1B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $3.8B | $10.2B |
总资产JAZZRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.7B | $53.8B | ||
| Q3 25 | $11.4B | $54.5B | ||
| Q2 25 | $10.9B | $54.7B | ||
| Q1 25 | $11.5B | $53.6B | ||
| Q4 24 | $12.0B | $50.7B | ||
| Q3 24 | $12.3B | $52.8B | ||
| Q2 24 | $11.4B | $51.6B |
负债/权益比JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.24× | 0.20× | ||
| Q3 25 | 1.35× | 0.19× | ||
| Q2 25 | 1.45× | 0.21× | ||
| Q1 25 | 1.29× | 0.27× | ||
| Q4 24 | 1.49× | 0.18× | ||
| Q3 24 | 1.47× | 0.17× | ||
| Q2 24 | 1.52× | 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 | $362.5M | — |
| 自由现金流经营现金流 - 资本支出 | $345.8M | — |
| 自由现金流率自由现金流/营收 | 28.9% | — |
| 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 | 1.78× | — |
| 过去12个月自由现金流最近4个季度 | $1.3B | — |
8季度趋势，按日历期对齐
经营现金流JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | $362.5M | $483.0M | ||
| Q3 25 | $474.6M | $1.6B | ||
| Q2 25 | $88.9M | $1.5B | ||
| Q1 25 | $429.8M | $157.8M | ||
| Q4 24 | $398.6M | $778.9M | ||
| Q3 24 | $398.7M | $1.5B | ||
| Q2 24 | $331.4M | $1.2B |
自由现金流JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | $345.8M | — | ||
| Q3 25 | $459.4M | — | ||
| Q2 25 | $75.9M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $385.3M | — | ||
| Q3 24 | $388.0M | — | ||
| Q2 24 | $324.3M | — |
自由现金流率JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | 28.9% | — | ||
| Q3 25 | 40.8% | — | ||
| Q2 25 | 7.3% | — | ||
| Q1 25 | 46.3% | — | ||
| Q4 24 | 35.4% | — | ||
| Q3 24 | 36.8% | — | ||
| Q2 24 | 31.7% | — |
资本支出强度JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 1.5% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 0.7% | — |
现金转化率JAZZRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | 0.64× | ||
| Q3 25 | 1.89× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | 1.85× | 1.26× | ||
| Q2 24 | 1.97× | 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
JAZZ
| Xywav | $465.5M | 39% |
| Total Oncology | $337.8M | 28% |
| Rylaze Enrylaze | $108.2M | 9% |
| Zepzelca | $90.4M | 8% |
| Product And Services Royalties And Contract Revenue | $65.5M | 5% |
| High Sodium AG Oxybate Product Royalty Revenue | $55.7M | 5% |
| Xyrem | $37.8M | 3% |
| Vyxeos | $34.7M | 3% |
| Ziihera | $8.5M | 1% |
| Other Products | $2.8M | 0% |
| Sativex | $1.5M | 0% |
RNR
暂无分部数据
