vs
林肯电气（LECO）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的季度营收约是林肯电气的2.0倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.2%，领先11.3%），林肯电气同比增速更快（11.7% vs -36.8%），过去两年林肯电气的营收复合增速更高（4.8% vs -11.9%）
林肯电气是美国跨国焊接产品制造企业，总部位于俄亥俄州欧几里得市，主营弧焊设备、焊接配件、等离子及氧燃料切割设备、焊接机器人系统等，业务覆盖160余个国家和地区，在全球设有42个生产基地，同时在19个国家布局了生产联盟及合资企业。
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。
LECO vs RNR — 直观对比
营收规模更大
RNR
是对方的2.0倍
$1.1B
营收增速更快
LECO
高出48.4%
-36.8%
净利率更高
RNR
高出11.3%
12.2%
两年增速更快
LECO
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $136.4M | $515.8M |
| 毛利率 | 35.6% | — |
| 营业利润率 | 16.6% | — |
| 净利率 | 12.2% | 23.5% |
| 营收同比 | 11.7% | -36.8% |
| 净利润同比 | 15.1% | 72.6% |
| 每股收益（稀释后） | $2.47 | $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LECORNR
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $1.1B | $3.0B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $983.8M | $4.0B | ||
| Q2 24 | $1.0B | $2.8B |
净利润LECORNR
| Q1 26 | $136.4M | $515.8M | ||
| Q4 25 | $136.0M | $760.5M | ||
| Q3 25 | $122.6M | $916.5M | ||
| Q2 25 | $143.4M | $835.4M | ||
| Q1 25 | $118.5M | $170.0M | ||
| Q4 24 | $140.2M | $-189.7M | ||
| Q3 24 | $100.8M | $1.2B | ||
| Q2 24 | $101.7M | $503.9M |
毛利率LECORNR
| Q1 26 | 35.6% | — | ||
| Q4 25 | 34.7% | — | ||
| Q3 25 | 36.7% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 36.4% | — | ||
| Q4 24 | 36.1% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 37.6% | — |
营业利润率LECORNR
| Q1 26 | 16.6% | — | ||
| Q4 25 | 17.1% | 42.5% | ||
| Q3 25 | 16.6% | 46.3% | ||
| Q2 25 | 17.6% | 41.8% | ||
| Q1 25 | 16.4% | -2.0% | ||
| Q4 24 | 17.3% | -3.6% | ||
| Q3 24 | 14.8% | 43.7% | ||
| Q2 24 | 14.6% | 25.0% |
净利率LECORNR
| Q1 26 | 12.2% | 23.5% | ||
| Q4 25 | 12.6% | 25.6% | ||
| Q3 25 | 11.6% | 28.7% | ||
| Q2 25 | 13.2% | 26.1% | ||
| Q1 25 | 11.8% | 4.9% | ||
| Q4 24 | 13.7% | -8.3% | ||
| Q3 24 | 10.2% | 29.8% | ||
| Q2 24 | 10.0% | 17.8% |
每股收益（稀释后）LECORNR
| Q1 26 | $2.47 | $6.57 | ||
| Q4 25 | $2.45 | $16.16 | ||
| Q3 25 | $2.21 | $19.40 | ||
| Q2 25 | $2.56 | $17.20 | ||
| Q1 25 | $2.10 | $3.27 | ||
| Q4 24 | $2.47 | $-3.76 | ||
| Q3 24 | $1.77 | $22.62 | ||
| Q2 24 | $1.77 | $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 | $298.9M | $1.6B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $1.5B | $4.3B |
| 总资产 | $3.9B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.87× | — |
8季度趋势，按日历期对齐
现金及短期投资LECORNR
| Q1 26 | $298.9M | $1.6B | ||
| Q4 25 | $308.8M | $1.7B | ||
| Q3 25 | $293.0M | $1.7B | ||
| Q2 25 | $299.5M | $1.4B | ||
| Q1 25 | $394.7M | $1.6B | ||
| Q4 24 | $377.3M | $1.7B | ||
| Q3 24 | $404.2M | $1.6B | ||
| Q2 24 | $272.7M | $1.6B |
总债务LECORNR
| Q1 26 | $1.3B | — | ||
| 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LECORNR
| Q1 26 | $1.5B | $4.3B | ||
| Q4 25 | $1.5B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.4B | $10.8B | ||
| Q1 25 | $1.3B | $10.3B | ||
| Q4 24 | $1.3B | $10.6B | ||
| Q3 24 | $1.3B | $11.2B | ||
| Q2 24 | $1.3B | $10.2B |
总资产LECORNR
| Q1 26 | $3.9B | $53.7B | ||
| Q4 25 | $3.8B | $53.8B | ||
| Q3 25 | $3.8B | $54.5B | ||
| Q2 25 | $3.7B | $54.7B | ||
| Q1 25 | $3.6B | $53.6B | ||
| Q4 24 | $3.5B | $50.7B | ||
| Q3 24 | $3.7B | $52.8B | ||
| Q2 24 | $3.4B | $51.6B |
负债/权益比LECORNR
| Q1 26 | 0.87× | — | ||
| 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 | $102.2M | — |
| 自由现金流经营现金流 - 资本支出 | $63.0M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 0.75× | — |
| 过去12个月自由现金流最近4个季度 | $438.5M | — |
8季度趋势，按日历期对齐
经营现金流LECORNR
| Q1 26 | $102.2M | — | ||
| Q4 25 | $95.0M | $483.0M | ||
| Q3 25 | $236.7M | $1.6B | ||
| Q2 25 | $143.8M | $1.5B | ||
| Q1 25 | $185.7M | $157.8M | ||
| Q4 24 | $95.8M | $778.9M | ||
| Q3 24 | $199.2M | $1.5B | ||
| Q2 24 | $170.7M | $1.2B |
自由现金流LECORNR
| Q1 26 | $63.0M | — | ||
| Q4 25 | $52.0M | — | ||
| Q3 25 | $205.1M | — | ||
| Q2 25 | $118.4M | — | ||
| Q1 25 | $158.7M | — | ||
| Q4 24 | $64.3M | — | ||
| Q3 24 | $163.5M | — | ||
| Q2 24 | $147.5M | — |
自由现金流率LECORNR
| Q1 26 | 5.6% | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 19.3% | — | ||
| Q2 25 | 10.9% | — | ||
| Q1 25 | 15.8% | — | ||
| Q4 24 | 6.3% | — | ||
| Q3 24 | 16.6% | — | ||
| Q2 24 | 14.4% | — |
资本支出强度LECORNR
| Q1 26 | 3.5% | — | ||
| Q4 25 | 4.0% | — | ||
| Q3 25 | 3.0% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 2.7% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 3.6% | — | ||
| Q2 24 | 2.3% | — |
现金转化率LECORNR
| Q1 26 | 0.75× | — | ||
| Q4 25 | 0.70× | 0.64× | ||
| Q3 25 | 1.93× | 1.73× | ||
| Q2 25 | 1.00× | 1.76× | ||
| Q1 25 | 1.57× | 0.93× | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 1.98× | 1.26× | ||
| Q2 24 | 1.68× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
