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金佰利(KMB)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
金佰利的季度营收约是RENAISSANCERE HOLDINGS LTD的1.9倍($4.2B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 16.2%,领先7.3%),金佰利同比增速更快(2.7% vs -36.8%),过去两年金佰利的营收复合增速更高(-9.0% vs -11.9%)
金佰利是源自美国的跨国消费品及个人护理集团,主打纸质类消费品,同时生产卫生用纸制品、外科及医疗器具。旗下拥有舒洁面巾纸、高洁丝女性护理产品、好奇纸尿裤及婴儿湿巾、Scott卫生纸等知名品牌,产品销往全球多个国家和地区。
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。
KMB vs RNR — 直观对比
营收规模更大
KMB
是对方的1.9倍
$2.2B
营收增速更快
KMB
高出39.4%
-36.8%
净利率更高
RNR
高出7.3%
16.2%
两年增速更快
KMB
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $4.2B | $2.2B |
| 净利润 | $675.0M | $515.8M |
| 毛利率 | 36.8% | — |
| 营业利润率 | 18.1% | — |
| 净利率 | 16.2% | 23.5% |
| 营收同比 | 2.7% | -36.8% |
| 净利润同比 | 17.8% | 72.6% |
| 每股收益(稀释后) | $2.00 | $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
KMB
RNR
| Q1 26 | $4.2B | $2.2B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $4.8B | $3.5B | ||
| Q4 24 | $4.9B | $2.3B | ||
| Q3 24 | $5.0B | $4.0B | ||
| Q2 24 | $5.0B | $2.8B |
净利润
KMB
RNR
| Q1 26 | $675.0M | $515.8M | ||
| Q4 25 | $499.0M | $760.5M | ||
| Q3 25 | $446.0M | $916.5M | ||
| Q2 25 | $509.0M | $835.4M | ||
| Q1 25 | $567.0M | $170.0M | ||
| Q4 24 | $447.0M | $-189.7M | ||
| Q3 24 | $907.0M | $1.2B | ||
| Q2 24 | $544.0M | $503.9M |
毛利率
KMB
RNR
| Q1 26 | 36.8% | — | ||
| Q4 25 | 37.7% | — | ||
| Q3 25 | 36.0% | — | ||
| Q2 25 | 35.0% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 36.0% | — | ||
| Q2 24 | 36.0% | — |
营业利润率
KMB
RNR
| Q1 26 | 18.1% | — | ||
| Q4 25 | 11.2% | 42.5% | ||
| Q3 25 | 15.0% | 46.3% | ||
| Q2 25 | 14.2% | 41.8% | ||
| Q1 25 | 15.9% | -2.0% | ||
| Q4 24 | 11.1% | -3.6% | ||
| Q3 24 | 23.3% | 43.7% | ||
| Q2 24 | 13.0% | 25.0% |
净利率
KMB
RNR
| Q1 26 | 16.2% | 23.5% | ||
| Q4 25 | 15.1% | 25.6% | ||
| Q3 25 | 10.7% | 28.7% | ||
| Q2 25 | 12.2% | 26.1% | ||
| Q1 25 | 11.7% | 4.9% | ||
| Q4 24 | 9.1% | -8.3% | ||
| Q3 24 | 18.3% | 29.8% | ||
| Q2 24 | 10.8% | 17.8% |
每股收益(稀释后)
KMB
RNR
| Q1 26 | $2.00 | $6.57 | ||
| Q4 25 | $1.50 | $16.16 | ||
| Q3 25 | $1.34 | $19.40 | ||
| Q2 25 | $1.53 | $17.20 | ||
| Q1 25 | $1.70 | $3.27 | ||
| Q4 24 | $1.34 | $-3.76 | ||
| Q3 24 | $2.69 | $22.62 | ||
| Q2 24 | $1.61 | $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 | $542.0K | $1.6B |
| 总债务越低越好 | $6.5M | — |
| 股东权益账面价值 | $1.9M | $4.3B |
| 总资产 | $17.2M | $53.7B |
| 负债/权益比越低杠杆越低 | 3.38× | — |
8季度趋势,按日历期对齐
现金及短期投资
KMB
RNR
| Q1 26 | $542.0K | $1.6B | ||
| Q4 25 | $688.0M | $1.7B | ||
| Q3 25 | $617.0M | $1.7B | ||
| Q2 25 | $634.0M | $1.4B | ||
| Q1 25 | $563.0M | $1.6B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总债务
KMB
RNR
| Q1 26 | $6.5M | — | ||
| Q4 25 | $6.5B | $2.3B | ||
| Q3 25 | $6.5B | $2.2B | ||
| Q2 25 | $6.5B | $2.3B | ||
| Q1 25 | $6.5B | $2.8B | ||
| Q4 24 | $6.9B | $1.9B | ||
| Q3 24 | $6.9B | $1.9B | ||
| Q2 24 | $7.2B | $2.0B |
股东权益
KMB
RNR
| Q1 26 | $1.9M | $4.3B | ||
| Q4 25 | $1.5B | $11.6B | ||
| Q3 25 | $1.3B | $11.5B | ||
| Q2 25 | $1.3B | $10.8B | ||
| Q1 25 | $1.1B | $10.3B | ||
| Q4 24 | $840.0M | $10.6B | ||
| Q3 24 | $1.3B | $11.2B | ||
| Q2 24 | $1.1B | $10.2B |
总资产
KMB
RNR
| Q1 26 | $17.2M | $53.7B | ||
| Q4 25 | $17.1B | $53.8B | ||
| Q3 25 | $16.9B | $54.5B | ||
| Q2 25 | $16.8B | $54.7B | ||
| Q1 25 | $16.3B | $53.6B | ||
| Q4 24 | $16.5B | $50.7B | ||
| Q3 24 | $17.2B | $52.8B | ||
| Q2 24 | $17.3B | $51.6B |
负债/权益比
KMB
RNR
| Q1 26 | 3.38× | — | ||
| Q4 25 | 4.31× | 0.20× | ||
| Q3 25 | 4.86× | 0.19× | ||
| Q2 25 | 5.09× | 0.21× | ||
| Q1 25 | 5.89× | 0.27× | ||
| Q4 24 | 8.18× | 0.18× | ||
| Q3 24 | 5.36× | 0.17× | ||
| Q2 24 | 6.30× | 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
KMB
| NA | $2.7B | 64% |
| IPC | $1.5B | 36% |
RNR
暂无分部数据