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欢聚集团（JOYY）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的季度营收约是欢聚集团的1.4倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 10.4%，领先13.1%），过去两年欢聚集团的营收复合增速更高（16.8% vs -11.9%）
欢聚集团是全球化社交媒体科技企业，主营直播、短视频、社交互动类数字娱乐服务，核心产品覆盖东南亚、中东、拉美等多个新兴市场，为全球用户提供丰富的沉浸式互动内容体验。
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。
JOYY vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.5B
净利率更高
RNR
高出13.1%
10.4%
两年增速更快
JOYY
近两年复合增速
-11.9%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $160.1M | $515.8M |
| 毛利率 | 36.1% | — |
| 营业利润率 | 2.4% | — |
| 净利率 | 10.4% | 23.5% |
| 营收同比 | — | -36.8% |
| 净利润同比 | — | 72.6% |
| 每股收益（稀释后） | — | $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JOYYRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $494.4M | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润JOYYRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $160.1M | $916.5M | ||
| Q2 25 | $100.9M | $835.4M | ||
| Q1 25 | $42.9M | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | $143.9M | $1.2B | ||
| Q2 24 | $87.9M | $503.9M |
毛利率JOYYRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 36.1% | — | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 36.1% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 35.7% | — | ||
| Q2 24 | 34.9% | — |
营业利润率JOYYRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 2.4% | 46.3% | ||
| Q2 25 | 1.8% | 41.8% | ||
| Q1 25 | 2.5% | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | 1.3% | 43.7% | ||
| Q2 24 | 0.5% | 25.0% |
净利率JOYYRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 10.4% | 28.7% | ||
| Q2 25 | 10.1% | 26.1% | ||
| Q1 25 | 8.7% | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | 8.5% | 29.8% | ||
| Q2 24 | 7.8% | 17.8% |
每股收益（稀释后）JOYYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $383.8M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.6B | $4.3B |
| 总资产 | $7.5B | $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JOYYRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $383.8M | $1.7B | ||
| Q2 25 | $401.0M | $1.4B | ||
| Q1 25 | $801.5M | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $481.8M | $1.6B | ||
| Q2 24 | $607.1M | $1.6B |
总债务JOYYRNR
| 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JOYYRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $6.6B | $11.5B | ||
| Q2 25 | $6.6B | $10.8B | ||
| Q1 25 | $6.6B | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | $5.3B | $11.2B | ||
| Q2 24 | $5.3B | $10.2B |
总资产JOYYRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $7.5B | $54.5B | ||
| Q2 25 | $7.5B | $54.7B | ||
| Q1 25 | $7.6B | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | $8.1B | $52.8B | ||
| Q2 24 | $8.1B | $51.6B |
负债/权益比JOYYRNR
| 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
JOYY
| Live streaming | $1.1B | 74% |
| Advertising | $297.3M | 19% |
| Others | $109.8M | 7% |
RNR
暂无分部数据
