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勤达睿（KD）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
勤达睿的季度营收约是RENAISSANCERE HOLDINGS LTD的1.8倍（$3.9B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.5%，领先22.0%），勤达睿同比增速更快（3.1% vs -36.8%），过去两年勤达睿的营收复合增速更高（0.1% vs -11.9%）
勤达睿是总部位于美国纽约的跨国IT基础设施服务提供商，2021年由IBM的基础设施服务业务分拆独立成立。公司业务涵盖大型信息系统的设计、搭建、运维与开发，同时提供商业咨询服务，是目前全球最大的IT基础设施服务提供商、全球第五大咨询服务提供商。
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。
KD vs RNR — 直观对比
营收规模更大
KD
是对方的1.8倍
$2.2B
营收增速更快
KD
高出39.8%
-36.8%
净利率更高
RNR
高出22.0%
1.5%
两年增速更快
KD
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.9B | $2.2B |
| 净利润 | $57.0M | $515.8M |
| 毛利率 | 21.8% | — |
| 营业利润率 | 2.4% | — |
| 净利率 | 1.5% | 23.5% |
| 营收同比 | 3.1% | -36.8% |
| 净利润同比 | -73.5% | 72.6% |
| 每股收益（稀释后） | $0.25 | $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KDRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.9B | $3.0B | ||
| Q3 25 | $3.7B | $3.2B | ||
| Q2 25 | $3.7B | $3.2B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $3.7B | $2.3B | ||
| Q3 24 | $3.8B | $4.0B | ||
| Q2 24 | $3.7B | $2.8B |
净利润KDRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $57.0M | $760.5M | ||
| Q3 25 | $68.0M | $916.5M | ||
| Q2 25 | $56.0M | $835.4M | ||
| Q1 25 | $69.0M | $170.0M | ||
| Q4 24 | $215.0M | $-189.7M | ||
| Q3 24 | $-43.0M | $1.2B | ||
| Q2 24 | $11.0M | $503.9M |
毛利率KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 21.8% | — | ||
| Q3 25 | 21.5% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 20.4% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 21.5% | — |
营业利润率KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.4% | 42.5% | ||
| Q3 25 | 2.6% | 46.3% | ||
| Q2 25 | 2.5% | 41.8% | ||
| Q1 25 | 3.1% | -2.0% | ||
| Q4 24 | 6.9% | -3.6% | ||
| Q3 24 | -0.1% | 43.7% | ||
| Q2 24 | 1.7% | 25.0% |
净利率KDRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 1.5% | 25.6% | ||
| Q3 25 | 1.8% | 28.7% | ||
| Q2 25 | 1.5% | 26.1% | ||
| Q1 25 | 1.8% | 4.9% | ||
| Q4 24 | 5.7% | -8.3% | ||
| Q3 24 | -1.1% | 29.8% | ||
| Q2 24 | 0.3% | 17.8% |
每股收益（稀释后）KDRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.25 | $16.16 | ||
| Q3 25 | $0.29 | $19.40 | ||
| Q2 25 | $0.23 | $17.20 | ||
| Q1 25 | $0.30 | $3.27 | ||
| Q4 24 | $0.89 | $-3.76 | ||
| Q3 24 | $-0.19 | $22.62 | ||
| Q2 24 | $0.05 | $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 | $1.3B | $1.6B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $1.2B | $4.3B |
| 总资产 | $11.3B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.92× | — |
8季度趋势，按日历期对齐
现金及短期投资KDRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.3B | $1.7B | ||
| Q3 25 | $1.3B | $1.7B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.8B | $1.6B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.3B | $1.6B | ||
| Q2 24 | $1.3B | $1.6B |
总债务KDRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.3B | ||
| Q3 25 | $3.0B | $2.2B | ||
| Q2 25 | $3.0B | $2.3B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $3.1B | $1.9B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $3.1B | $2.0B |
股东权益KDRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.2B | $11.6B | ||
| Q3 25 | $1.2B | $11.5B | ||
| Q2 25 | $1.2B | $10.8B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.1B | $10.6B | ||
| Q3 24 | $1.1B | $11.2B | ||
| Q2 24 | $996.0M | $10.2B |
总资产KDRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.3B | $53.8B | ||
| Q3 25 | $11.2B | $54.5B | ||
| Q2 25 | $11.5B | $54.7B | ||
| Q1 25 | $10.5B | $53.6B | ||
| Q4 24 | $9.9B | $50.7B | ||
| Q3 24 | $10.4B | $52.8B | ||
| Q2 24 | $10.2B | $51.6B |
负债/权益比KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.92× | 0.20× | ||
| Q3 25 | 2.45× | 0.19× | ||
| Q2 25 | 2.44× | 0.21× | ||
| Q1 25 | 2.50× | 0.27× | ||
| Q4 24 | 2.81× | 0.18× | ||
| Q3 24 | 2.92× | 0.17× | ||
| Q2 24 | 3.12× | 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 | $428.0M | — |
| 自由现金流经营现金流 - 资本支出 | $208.0M | — |
| 自由现金流率自由现金流/营收 | 5.4% | — |
| 资本支出强度资本支出/营收 | 5.7% | — |
| 现金转化率经营现金流/净利润 | 7.51× | — |
| 过去12个月自由现金流最近4个季度 | $299.0M | — |
8季度趋势，按日历期对齐
经营现金流KDRNR
| Q1 26 | — | — | ||
| Q4 25 | $428.0M | $483.0M | ||
| Q3 25 | $146.0M | $1.6B | ||
| Q2 25 | $-124.0M | $1.5B | ||
| Q1 25 | $581.0M | $157.8M | ||
| Q4 24 | $260.0M | $778.9M | ||
| Q3 24 | $149.0M | $1.5B | ||
| Q2 24 | $-48.0M | $1.2B |
自由现金流KDRNR
| Q1 26 | — | — | ||
| Q4 25 | $208.0M | — | ||
| Q3 25 | $17.0M | — | ||
| Q2 25 | $-267.0M | — | ||
| Q1 25 | $341.0M | — | ||
| Q4 24 | $151.0M | — | ||
| Q3 24 | $15.0M | — | ||
| Q2 24 | $-170.0M | — |
自由现金流率KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | -7.1% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 0.4% | — | ||
| Q2 24 | -4.5% | — |
资本支出强度KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.7% | — | ||
| Q3 25 | 3.5% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 2.9% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 3.3% | — |
现金转化率KDRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.51× | 0.64× | ||
| Q3 25 | 2.15× | 1.73× | ||
| Q2 25 | -2.21× | 1.76× | ||
| Q1 25 | 8.42× | 0.93× | ||
| Q4 24 | 1.21× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | -4.36× | 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
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
RNR
暂无分部数据
