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露露乐蒙（LULU）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
露露乐蒙的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.6B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.0%，领先11.5%），露露乐蒙同比增速更快（7.1% vs -36.8%），过去两年露露乐蒙的营收复合增速更高（-10.5% vs -11.9%）
露露乐蒙是源自美国和加拿大的跨国运动服饰零售商，1998年成立初期主打瑜伽裤及其他瑜伽服饰，目前已拓展业务至运动装备、休闲服饰、配件及个护产品，总部位于加拿大不列颠哥伦比亚省温哥华，共拥有767家线下门店，同时开设官方网站提供线上销售服务。
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。
LULU vs RNR — 直观对比
营收规模更大
LULU
是对方的1.2倍
$2.2B
营收增速更快
LULU
高出43.8%
-36.8%
净利率更高
RNR
高出11.5%
12.0%
两年增速更快
LULU
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.6B | $2.2B |
| 净利润 | $306.8M | $515.8M |
| 毛利率 | 55.6% | — |
| 营业利润率 | 17.0% | — |
| 净利率 | 12.0% | 23.5% |
| 营收同比 | 7.1% | -36.8% |
| 净利润同比 | -12.8% | 72.6% |
| 每股收益（稀释后） | $2.59 | $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LULURNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.6B | $3.0B | ||
| Q3 25 | $2.5B | $3.2B | ||
| Q2 25 | $2.4B | $3.2B | ||
| Q1 25 | $3.6B | $3.5B | ||
| Q4 24 | $2.4B | $2.3B | ||
| Q3 24 | $2.4B | $4.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润LULURNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $306.8M | $760.5M | ||
| Q3 25 | $370.9M | $916.5M | ||
| Q2 25 | $314.6M | $835.4M | ||
| Q1 25 | $748.4M | $170.0M | ||
| Q4 24 | $351.9M | $-189.7M | ||
| Q3 24 | $392.9M | $1.2B | ||
| Q2 24 | $321.4M | $503.9M |
毛利率LULURNR
| Q1 26 | — | — | ||
| Q4 25 | 55.6% | — | ||
| Q3 25 | 58.5% | — | ||
| Q2 25 | 58.3% | — | ||
| Q1 25 | 60.4% | — | ||
| Q4 24 | 58.5% | — | ||
| Q3 24 | 59.6% | — | ||
| Q2 24 | 57.7% | — |
营业利润率LULURNR
| Q1 26 | — | — | ||
| Q4 25 | 17.0% | 42.5% | ||
| Q3 25 | 20.7% | 46.3% | ||
| Q2 25 | 18.5% | 41.8% | ||
| Q1 25 | 28.9% | -2.0% | ||
| Q4 24 | 20.5% | -3.6% | ||
| Q3 24 | 22.8% | 43.7% | ||
| Q2 24 | 19.6% | 25.0% |
净利率LULURNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 12.0% | 25.6% | ||
| Q3 25 | 14.7% | 28.7% | ||
| Q2 25 | 13.3% | 26.1% | ||
| Q1 25 | 20.7% | 4.9% | ||
| Q4 24 | 14.7% | -8.3% | ||
| Q3 24 | 16.6% | 29.8% | ||
| Q2 24 | 14.6% | 17.8% |
每股收益（稀释后）LULURNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.59 | $16.16 | ||
| Q3 25 | $3.10 | $19.40 | ||
| Q2 25 | $2.60 | $17.20 | ||
| Q1 25 | $6.08 | $3.27 | ||
| Q4 24 | $2.87 | $-3.76 | ||
| Q3 24 | $3.15 | $22.62 | ||
| Q2 24 | $2.54 | $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 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.5B | $4.3B |
| 总资产 | $8.0B | $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LULURNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务LULURNR
| 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LULURNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.5B | $11.6B | ||
| Q3 25 | $4.4B | $11.5B | ||
| Q2 25 | $4.3B | $10.8B | ||
| Q1 25 | $4.3B | $10.3B | ||
| Q4 24 | $4.0B | $10.6B | ||
| Q3 24 | $4.0B | $11.2B | ||
| Q2 24 | $4.2B | $10.2B |
总资产LULURNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.0B | $53.8B | ||
| Q3 25 | $7.5B | $54.5B | ||
| Q2 25 | $7.4B | $54.7B | ||
| Q1 25 | $7.6B | $53.6B | ||
| Q4 24 | $7.1B | $50.7B | ||
| Q3 24 | $6.7B | $52.8B | ||
| Q2 24 | $6.8B | $51.6B |
负债/权益比LULURNR
| 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 | $249.9M | — |
| 自由现金流经营现金流 - 资本支出 | $82.4M | — |
| 自由现金流率自由现金流/营收 | 3.2% | — |
| 资本支出强度资本支出/营收 | 6.5% | — |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | $1.1B | — |
8季度趋势，按日历期对齐
经营现金流LULURNR
| Q1 26 | — | — | ||
| Q4 25 | $249.9M | $483.0M | ||
| Q3 25 | $328.7M | $1.6B | ||
| Q2 25 | $-119.0M | $1.5B | ||
| Q1 25 | $1.4B | $157.8M | ||
| Q4 24 | $300.7M | $778.9M | ||
| Q3 24 | $443.1M | $1.5B | ||
| Q2 24 | $127.5M | $1.2B |
自由现金流LULURNR
| Q1 26 | — | — | ||
| Q4 25 | $82.4M | — | ||
| Q3 25 | $150.8M | — | ||
| Q2 25 | $-271.2M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $122.2M | — | ||
| Q3 24 | $298.1M | — | ||
| Q2 24 | $-3.2M | — |
自由现金流率LULURNR
| Q1 26 | — | — | ||
| Q4 25 | 3.2% | — | ||
| Q3 25 | 6.0% | — | ||
| Q2 25 | -11.4% | — | ||
| Q1 25 | 32.3% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | -0.1% | — |
资本支出强度LULURNR
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 7.0% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 5.9% | — |
现金转化率LULURNR
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.64× | ||
| Q3 25 | 0.89× | 1.73× | ||
| Q2 25 | -0.38× | 1.76× | ||
| Q1 25 | 1.87× | 0.93× | ||
| Q4 24 | 0.85× | — | ||
| Q3 24 | 1.13× | 1.26× | ||
| Q2 24 | 0.40× | 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
LULU
| Womens Apparel | $1.6B | 64% |
| Mens Apparel | $596.2M | 23% |
| Accessories And Other Categories | $324.7M | 13% |
RNR
暂无分部数据
