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罗技（LOGI）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的季度营收约是罗技的1.5倍（$2.2B vs $1.4B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 17.7%，领先5.8%），罗技同比增速更快（6.1% vs -36.8%），过去两年罗技的营收复合增速更高（18.5% vs -11.9%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
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。
LOGI vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.4B
营收增速更快
LOGI
高出42.8%
-36.8%
净利率更高
RNR
高出5.8%
17.7%
两年增速更快
LOGI
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $251.0M | $515.8M |
| 毛利率 | 43.2% | — |
| 营业利润率 | 20.1% | — |
| 净利率 | 17.7% | 23.5% |
| 营收同比 | 6.1% | -36.8% |
| 净利润同比 | 25.4% | 72.6% |
| 每股收益（稀释后） | $1.69 | $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LOGIRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.1B | $3.2B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | $1.1B | $2.8B |
净利润LOGIRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $251.0M | $760.5M | ||
| Q3 25 | $170.7M | $916.5M | ||
| Q2 25 | $146.0M | $835.4M | ||
| Q1 25 | $144.1M | $170.0M | ||
| Q4 24 | $200.1M | $-189.7M | ||
| Q3 24 | $145.5M | $1.2B | ||
| Q2 24 | $141.8M | $503.9M |
毛利率LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | 43.2% | — | ||
| Q3 25 | 43.4% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 43.1% | — | ||
| Q4 24 | 42.9% | — | ||
| Q3 24 | 43.6% | — | ||
| Q2 24 | 42.8% | — |
营业利润率LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | 42.5% | ||
| Q3 25 | 16.1% | 46.3% | ||
| Q2 25 | 14.1% | 41.8% | ||
| Q1 25 | 10.5% | -2.0% | ||
| Q4 24 | 17.5% | -3.6% | ||
| Q3 24 | 14.4% | 43.7% | ||
| Q2 24 | 14.1% | 25.0% |
净利率LOGIRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 17.7% | 25.6% | ||
| Q3 25 | 14.4% | 28.7% | ||
| Q2 25 | 12.7% | 26.1% | ||
| Q1 25 | 14.3% | 4.9% | ||
| Q4 24 | 14.9% | -8.3% | ||
| Q3 24 | 13.0% | 29.8% | ||
| Q2 24 | 13.0% | 17.8% |
每股收益（稀释后）LOGIRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.69 | $16.16 | ||
| Q3 25 | $1.15 | $19.40 | ||
| Q2 25 | $0.98 | $17.20 | ||
| Q1 25 | $0.94 | $3.27 | ||
| Q4 24 | $1.32 | $-3.76 | ||
| Q3 24 | $0.95 | $22.62 | ||
| Q2 24 | $0.92 | $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 | $1.8B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.3B | $4.3B |
| 总资产 | $4.1B | $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LOGIRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.8B | $1.7B | ||
| Q3 25 | $1.4B | $1.7B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.4B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务LOGIRNR
| 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LOGIRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.3B | $11.6B | ||
| Q3 25 | $2.1B | $11.5B | ||
| Q2 25 | $2.2B | $10.8B | ||
| Q1 25 | $2.1B | $10.3B | ||
| Q4 24 | $2.1B | $10.6B | ||
| Q3 24 | $2.1B | $11.2B | ||
| Q2 24 | $2.2B | $10.2B |
总资产LOGIRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.1B | $53.8B | ||
| Q3 25 | $3.7B | $54.5B | ||
| Q2 25 | $3.7B | $54.7B | ||
| Q1 25 | $3.5B | $53.6B | ||
| Q4 24 | $3.7B | $50.7B | ||
| Q3 24 | $3.6B | $52.8B | ||
| Q2 24 | $3.7B | $51.6B |
负债/权益比LOGIRNR
| 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 | $480.5M | — |
| 自由现金流经营现金流 - 资本支出 | $465.6M | — |
| 自由现金流率自由现金流/营收 | 32.8% | — |
| 资本支出强度资本支出/营收 | 1.0% | — |
| 现金转化率经营现金流/净利润 | 1.91× | — |
| 过去12个月自由现金流最近4个季度 | $903.6M | — |
8季度趋势，按日历期对齐
经营现金流LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | $480.5M | $483.0M | ||
| Q3 25 | $228.8M | $1.6B | ||
| Q2 25 | $125.0M | $1.5B | ||
| Q1 25 | $129.7M | $157.8M | ||
| Q4 24 | $370.9M | $778.9M | ||
| Q3 24 | $166.0M | $1.5B | ||
| Q2 24 | $176.0M | $1.2B |
自由现金流LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | $465.6M | — | ||
| Q3 25 | $212.3M | — | ||
| Q2 25 | $108.8M | — | ||
| Q1 25 | $116.9M | — | ||
| Q4 24 | $356.6M | — | ||
| Q3 24 | $151.5M | — | ||
| Q2 24 | $161.4M | — |
自由现金流率LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | 32.8% | — | ||
| Q3 25 | 17.9% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 11.6% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 13.6% | — | ||
| Q2 24 | 14.8% | — |
资本支出强度LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.4% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.3% | — | ||
| Q2 24 | 1.3% | — |
现金转化率LOGIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.91× | 0.64× | ||
| Q3 25 | 1.34× | 1.73× | ||
| Q2 25 | 0.86× | 1.76× | ||
| Q1 25 | 0.90× | 0.93× | ||
| Q4 24 | 1.85× | — | ||
| Q3 24 | 1.14× | 1.26× | ||
| Q2 24 | 1.24× | 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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
RNR
暂无分部数据
