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Lumen Technologies, Inc.（LUMN）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
Lumen Technologies, Inc.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.3倍（$2.7B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -0.1%，领先23.6%），Lumen Technologies, Inc.同比增速更快（-11.0% vs -36.8%），过去两年Lumen Technologies, Inc.的营收复合增速更高（-5.3% vs -11.9%）
Lumen Technologies是总部位于美国路易斯安那州门罗市的电信企业，依托自有光纤、铜线网络、数据中心及云计算资源，为客户提供网络、安全、云、语音及各类托管通信服务，2023年3月起纳入标普600指数，此前曾为标普500指数成分股。
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。
LUMN vs RNR — 直观对比
营收规模更大
LUMN
是对方的1.3倍
$2.2B
营收增速更快
LUMN
高出25.8%
-36.8%
净利率更高
RNR
高出23.6%
-0.1%
两年增速更快
LUMN
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $-2.0M | $515.8M |
| 毛利率 | 40.7% | — |
| 营业利润率 | -7.3% | — |
| 净利率 | -0.1% | 23.5% |
| 营收同比 | -11.0% | -36.8% |
| 净利润同比 | -102.4% | 72.6% |
| 每股收益（稀释后） | $-0.01 | $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LUMNRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.8B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.9B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.0B | $4.0B | ||
| Q2 24 | $3.0B | $2.8B |
净利润LUMNRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-2.0M | $760.5M | ||
| Q3 25 | $-621.0M | $916.5M | ||
| Q2 25 | $-915.0M | $835.4M | ||
| Q1 25 | $-201.0M | $170.0M | ||
| Q4 24 | $85.0M | $-189.7M | ||
| Q3 24 | $-148.0M | $1.2B | ||
| Q2 24 | $-49.0M | $503.9M |
毛利率LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | 40.7% | — | ||
| Q3 25 | 39.4% | — | ||
| Q2 25 | 43.4% | — | ||
| Q1 25 | 42.0% | — | ||
| Q4 24 | 44.7% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 45.2% | — |
营业利润率LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | -7.3% | 42.5% | ||
| Q3 25 | -4.1% | 46.3% | ||
| Q2 25 | -21.0% | 41.8% | ||
| Q1 25 | 3.7% | -2.0% | ||
| Q4 24 | 5.0% | -3.6% | ||
| Q3 24 | 4.2% | 43.7% | ||
| Q2 24 | 4.5% | 25.0% |
净利率LUMNRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -0.1% | 25.6% | ||
| Q3 25 | -22.1% | 28.7% | ||
| Q2 25 | -31.9% | 26.1% | ||
| Q1 25 | -6.9% | 4.9% | ||
| Q4 24 | 2.8% | -8.3% | ||
| Q3 24 | -5.0% | 29.8% | ||
| Q2 24 | -1.6% | 17.8% |
每股收益（稀释后）LUMNRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.01 | $16.16 | ||
| Q3 25 | $-0.62 | $19.40 | ||
| Q2 25 | $-0.92 | $17.20 | ||
| Q1 25 | $-0.20 | $3.27 | ||
| Q4 24 | $0.08 | $-3.76 | ||
| Q3 24 | $-0.15 | $22.62 | ||
| Q2 24 | $-0.05 | $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 | $1.0B | $1.6B |
| 总债务越低越好 | $17.4B | — |
| 股东权益账面价值 | $-1.1B | $4.3B |
| 总资产 | $34.3B | $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LUMNRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.9B | $1.6B | ||
| Q4 24 | $1.9B | $1.7B | ||
| Q3 24 | $2.6B | $1.6B | ||
| Q2 24 | $1.5B | $1.6B |
总债务LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | $17.4B | $2.3B | ||
| Q3 25 | $17.6B | $2.2B | ||
| Q2 25 | $17.6B | $2.3B | ||
| Q1 25 | $17.3B | $2.8B | ||
| Q4 24 | $17.5B | $1.9B | ||
| Q3 24 | $18.1B | $1.9B | ||
| Q2 24 | $18.4B | $2.0B |
股东权益LUMNRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-1.1B | $11.6B | ||
| Q3 25 | $-1.2B | $11.5B | ||
| Q2 25 | $-595.0M | $10.8B | ||
| Q1 25 | $289.0M | $10.3B | ||
| Q4 24 | $464.0M | $10.6B | ||
| Q3 24 | $342.0M | $11.2B | ||
| Q2 24 | $466.0M | $10.2B |
总资产LUMNRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $34.3B | $53.8B | ||
| Q3 25 | $34.3B | $54.5B | ||
| Q2 25 | $33.0B | $54.7B | ||
| Q1 25 | $33.5B | $53.6B | ||
| Q4 24 | $33.5B | $50.7B | ||
| Q3 24 | $34.0B | $52.8B | ||
| Q2 24 | $32.9B | $51.6B |
负债/权益比LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | 59.98× | 0.27× | ||
| Q4 24 | 37.70× | 0.18× | ||
| Q3 24 | 53.05× | 0.17× | ||
| Q2 24 | 39.51× | 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 | $562.0M | — |
| 自由现金流经营现金流 - 资本支出 | $-1.1B | — |
| 自由现金流率自由现金流/营收 | -39.4% | — |
| 资本支出强度资本支出/营收 | 59.9% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $371.0M | — |
8季度趋势，按日历期对齐
经营现金流LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | $562.0M | $483.0M | ||
| Q3 25 | $2.5B | $1.6B | ||
| Q2 25 | $570.0M | $1.5B | ||
| Q1 25 | $1.1B | $157.8M | ||
| Q4 24 | $688.0M | $778.9M | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $511.0M | $1.2B |
自由现金流LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | $-1.1B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $-321.0M | — | ||
| Q1 25 | $304.0M | — | ||
| Q4 24 | $-227.0M | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $-242.0M | — |
自由现金流率LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | -39.4% | — | ||
| Q3 25 | 52.4% | — | ||
| Q2 25 | -11.2% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | -7.4% | — | ||
| Q3 24 | 39.8% | — | ||
| Q2 24 | -8.0% | — |
资本支出强度LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | 59.9% | — | ||
| Q3 25 | 37.1% | — | ||
| Q2 25 | 31.1% | — | ||
| Q1 25 | 27.2% | — | ||
| Q4 24 | 29.7% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 25.0% | — |
现金转化率LUMNRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | 8.09× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 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
LUMN
| Large Enterprise | $758.0M | 28% |
| Wholesale | $661.0M | 24% |
| Mid Market Enterprise | $472.0M | 17% |
| Fiber Broadband | $232.0M | 8% |
| Other Broadband | $218.0M | 8% |
| Other | $184.0M | 7% |
| Voice And Other | $166.0M | 6% |
| International And Other | $77.0M | 3% |
RNR
暂无分部数据
