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LKQ Corporation（LKQ）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
LKQ Corporation的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.0B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 2.2%，领先21.3%），LKQ Corporation同比增速更快（-9.2% vs -36.8%），过去两年LKQ Corporation的营收复合增速更高（-9.3% vs -11.9%）
LKQ Corporation是来自美国的汽车及其他车辆替代性、特种零配件供应商，主营业务为各类车辆维修、改装所需的替换系统、组件、设备及零配件销售，服务覆盖乘用车、卡车、休闲车、性能车等多种车型，业务网络遍及北美、欧洲及中国台湾地区。
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。
LKQ vs RNR — 直观对比
营收规模更大
LKQ
是对方的1.4倍
$2.2B
营收增速更快
LKQ
高出27.5%
-36.8%
净利率更高
RNR
高出21.3%
2.2%
两年增速更快
LKQ
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.0B | $2.2B |
| 净利润 | $66.0M | $515.8M |
| 毛利率 | 37.2% | — |
| 营业利润率 | 3.9% | — |
| 净利率 | 2.2% | 23.5% |
| 营收同比 | -9.2% | -36.8% |
| 净利润同比 | -58.0% | 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LKQRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.0B | $3.0B | ||
| Q3 25 | $3.5B | $3.2B | ||
| Q2 25 | $3.6B | $3.2B | ||
| Q1 25 | $3.5B | $3.5B | ||
| Q4 24 | $3.4B | $2.3B | ||
| Q3 24 | $3.6B | $4.0B | ||
| Q2 24 | $3.7B | $2.8B |
净利润LKQRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $66.0M | $760.5M | ||
| Q3 25 | $180.0M | $916.5M | ||
| Q2 25 | $193.0M | $835.4M | ||
| Q1 25 | $169.0M | $170.0M | ||
| Q4 24 | $157.0M | $-189.7M | ||
| Q3 24 | $192.0M | $1.2B | ||
| Q2 24 | $186.0M | $503.9M |
毛利率LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | 37.2% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 38.8% | — | ||
| Q1 25 | 39.8% | — | ||
| Q4 24 | 39.5% | — | ||
| Q3 24 | 38.9% | — | ||
| Q2 24 | 38.8% | — |
营业利润率LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.9% | 42.5% | ||
| Q3 25 | 7.8% | 46.3% | ||
| Q2 25 | 8.6% | 41.8% | ||
| Q1 25 | 8.3% | -2.0% | ||
| Q4 24 | 8.1% | -3.6% | ||
| Q3 24 | 8.6% | 43.7% | ||
| Q2 24 | 8.9% | 25.0% |
净利率LKQRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 2.2% | 25.6% | ||
| Q3 25 | 5.1% | 28.7% | ||
| Q2 25 | 5.3% | 26.1% | ||
| Q1 25 | 4.9% | 4.9% | ||
| Q4 24 | 4.7% | -8.3% | ||
| Q3 24 | 5.4% | 29.8% | ||
| Q2 24 | 5.0% | 17.8% |
每股收益（稀释后）LKQRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.25 | $16.16 | ||
| Q3 25 | $0.70 | $19.40 | ||
| Q2 25 | $0.75 | $17.20 | ||
| Q1 25 | $0.65 | $3.27 | ||
| Q4 24 | $0.60 | $-3.76 | ||
| Q3 24 | $0.73 | $22.62 | ||
| Q2 24 | $0.70 | $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 | $319.0M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.5B | $4.3B |
| 总资产 | $15.1B | $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LKQRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $319.0M | $1.7B | ||
| Q3 25 | $289.0M | $1.7B | ||
| Q2 25 | $289.0M | $1.4B | ||
| Q1 25 | $227.0M | $1.6B | ||
| Q4 24 | $234.0M | $1.7B | ||
| Q3 24 | $353.0M | $1.6B | ||
| Q2 24 | $276.0M | $1.6B |
总债务LKQRNR
| 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LKQRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.5B | $11.6B | ||
| Q3 25 | $6.6B | $11.5B | ||
| Q2 25 | $6.5B | $10.8B | ||
| Q1 25 | $6.2B | $10.3B | ||
| Q4 24 | $6.0B | $10.6B | ||
| Q3 24 | $6.2B | $11.2B | ||
| Q2 24 | $6.1B | $10.2B |
总资产LKQRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $15.1B | $53.8B | ||
| Q3 25 | $15.6B | $54.5B | ||
| Q2 25 | $15.9B | $54.7B | ||
| Q1 25 | $15.5B | $53.6B | ||
| Q4 24 | $15.0B | $50.7B | ||
| Q3 24 | $15.5B | $52.8B | ||
| Q2 24 | $15.2B | $51.6B |
负债/权益比LKQRNR
| 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× |
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 | $330.0M | — |
| 自由现金流经营现金流 - 资本支出 | $274.0M | — |
| 自由现金流率自由现金流/营收 | 9.0% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | 5.00× | — |
| 过去12个月自由现金流最近4个季度 | $847.0M | — |
8季度趋势，按日历期对齐
经营现金流LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | $330.0M | $483.0M | ||
| Q3 25 | $440.0M | $1.6B | ||
| Q2 25 | $296.0M | $1.5B | ||
| Q1 25 | $-3.0M | $157.8M | ||
| Q4 24 | $235.0M | $778.9M | ||
| Q3 24 | $420.0M | $1.5B | ||
| Q2 24 | $213.0M | $1.2B |
自由现金流LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | $274.0M | — | ||
| Q3 25 | $387.0M | — | ||
| Q2 25 | $243.0M | — | ||
| Q1 25 | $-57.0M | — | ||
| Q4 24 | $149.0M | — | ||
| Q3 24 | $341.0M | — | ||
| Q2 24 | $133.0M | — |
自由现金流率LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | — | ||
| Q3 25 | 11.1% | — | ||
| Q2 25 | 6.7% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | 4.4% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 3.6% | — |
资本支出强度LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.6% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 2.2% | — |
现金转化率LKQRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.00× | 0.64× | ||
| Q3 25 | 2.44× | 1.73× | ||
| Q2 25 | 1.53× | 1.76× | ||
| Q1 25 | -0.02× | 0.93× | ||
| Q4 24 | 1.50× | — | ||
| Q3 24 | 2.19× | 1.26× | ||
| Q2 24 | 1.15× | 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
LKQ
| Partsand Services Domain | $1.3B | 42% |
| Other | $1.2B | 40% |
| DE | $463.0M | 15% |
| Other Revenue | $85.0M | 3% |
RNR
暂无分部数据
