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蓝威斯顿（LW）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的季度营收约是蓝威斯顿的1.4倍（$2.2B vs $1.6B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 3.5%，领先20.1%），蓝威斯顿同比增速更快（2.9% vs -36.8%），过去两年蓝威斯顿的营收复合增速更高（-1.5% vs -11.9%）
蓝威斯顿控股是美国食品加工企业，为全球规模最大的冷冻薯条、华夫薯条及其他冷冻马铃薯制品的生产商与加工商之一，总部坐落于爱达荷州博伊西市郊的伊格尔市。
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。
LW vs RNR — 直观对比
营收规模更大
RNR
是对方的1.4倍
$1.6B
营收增速更快
LW
高出39.7%
-36.8%
净利率更高
RNR
高出20.1%
3.5%
两年增速更快
LW
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $54.0M | $515.8M |
| 毛利率 | 21.2% | — |
| 营业利润率 | 8.1% | — |
| 净利率 | 3.5% | 23.5% |
| 营收同比 | 2.9% | -36.8% |
| 净利润同比 | -63.0% | 72.6% |
| 每股收益（稀释后） | $0.39 | $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LWRNR
| Q1 26 | $1.6B | $2.2B | ||
| Q4 25 | $1.6B | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.6B | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润LWRNR
| Q1 26 | $54.0M | $515.8M | ||
| Q4 25 | $62.1M | $760.5M | ||
| Q3 25 | $64.3M | $916.5M | ||
| Q2 25 | $119.9M | $835.4M | ||
| Q1 25 | $146.0M | $170.0M | ||
| Q4 24 | $-36.1M | $-189.7M | ||
| Q3 24 | $127.4M | $1.2B | ||
| Q2 24 | $129.6M | $503.9M |
毛利率LWRNR
| Q1 26 | 21.2% | — | ||
| Q4 25 | 20.0% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 27.8% | — | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 21.5% | — | ||
| Q2 24 | 24.1% | — |
营业利润率LWRNR
| Q1 26 | 8.1% | — | ||
| Q4 25 | 8.6% | 42.5% | ||
| Q3 25 | 9.4% | 46.3% | ||
| Q2 25 | 11.1% | 41.8% | ||
| Q1 25 | 16.4% | -2.0% | ||
| Q4 24 | 1.2% | -3.6% | ||
| Q3 24 | 12.8% | 43.7% | ||
| Q2 24 | 13.2% | 25.0% |
净利率LWRNR
| Q1 26 | 3.5% | 23.5% | ||
| Q4 25 | 3.8% | 25.6% | ||
| Q3 25 | 3.9% | 28.7% | ||
| Q2 25 | 7.2% | 26.1% | ||
| Q1 25 | 9.6% | 4.9% | ||
| Q4 24 | -2.3% | -8.3% | ||
| Q3 24 | 7.7% | 29.8% | ||
| Q2 24 | 8.0% | 17.8% |
每股收益（稀释后）LWRNR
| Q1 26 | $0.39 | $6.57 | ||
| Q4 25 | $0.44 | $16.16 | ||
| Q3 25 | $0.46 | $19.40 | ||
| Q2 25 | $0.84 | $17.20 | ||
| Q1 25 | $1.03 | $3.27 | ||
| Q4 24 | $-0.25 | $-3.76 | ||
| Q3 24 | $0.88 | $22.62 | ||
| Q2 24 | $0.89 | $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 | $57.5M | $1.6B |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $1.8B | $4.3B |
| 总资产 | $7.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.99× | — |
8季度趋势，按日历期对齐
现金及短期投资LWRNR
| Q1 26 | $57.5M | $1.6B | ||
| Q4 25 | $82.7M | $1.7B | ||
| Q3 25 | $98.6M | $1.7B | ||
| Q2 25 | $70.7M | $1.4B | ||
| Q1 25 | $67.5M | $1.6B | ||
| Q4 24 | $79.0M | $1.7B | ||
| Q3 24 | $120.8M | $1.6B | ||
| Q2 24 | $71.4M | $1.6B |
总债务LWRNR
| Q1 26 | $3.6B | — | ||
| Q4 25 | $3.6B | $2.3B | ||
| Q3 25 | $3.7B | $2.2B | ||
| Q2 25 | $3.7B | $2.3B | ||
| Q1 25 | $3.7B | $2.8B | ||
| Q4 24 | $3.7B | $1.9B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $3.4B | $2.0B |
股东权益LWRNR
| Q1 26 | $1.8B | $4.3B | ||
| Q4 25 | $1.8B | $11.6B | ||
| Q3 25 | $1.8B | $11.5B | ||
| Q2 25 | $1.7B | $10.8B | ||
| Q1 25 | $1.6B | $10.3B | ||
| Q4 24 | $1.6B | $10.6B | ||
| Q3 24 | $1.8B | $11.2B | ||
| Q2 24 | $1.8B | $10.2B |
总资产LWRNR
| Q1 26 | $7.4B | $53.7B | ||
| Q4 25 | $7.3B | $53.8B | ||
| Q3 25 | $7.2B | $54.5B | ||
| Q2 25 | $7.4B | $54.7B | ||
| Q1 25 | $7.4B | $53.6B | ||
| Q4 24 | $7.5B | $50.7B | ||
| Q3 24 | $7.5B | $52.8B | ||
| Q2 24 | $7.4B | $51.6B |
负债/权益比LWRNR
| Q1 26 | 1.99× | — | ||
| Q4 25 | 2.08× | 0.20× | ||
| Q3 25 | 2.05× | 0.19× | ||
| Q2 25 | 2.12× | 0.21× | ||
| Q1 25 | 2.25× | 0.27× | ||
| Q4 24 | 2.26× | 0.18× | ||
| Q3 24 | 1.87× | 0.17× | ||
| Q2 24 | 1.92× | 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 | $65.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-36.3M | — |
| 自由现金流率自由现金流/营收 | -2.3% | — |
| 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 | 1.21× | — |
| 过去12个月自由现金流最近4个季度 | $569.2M | — |
8季度趋势，按日历期对齐
经营现金流LWRNR
| Q1 26 | $65.2M | — | ||
| Q4 25 | $178.4M | $483.0M | ||
| Q3 25 | $352.0M | $1.6B | ||
| Q2 25 | $868.3M | $1.5B | ||
| Q1 25 | $56.0M | $157.8M | ||
| Q4 24 | $99.1M | $778.9M | ||
| Q3 24 | $330.2M | $1.5B | ||
| Q2 24 | $798.2M | $1.2B |
自由现金流LWRNR
| Q1 26 | $-36.3M | — | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $274.4M | — | ||
| Q2 25 | $230.1M | — | ||
| Q1 25 | $-19.8M | — | ||
| Q4 24 | $-49.6M | — | ||
| Q3 24 | $4.3M | — | ||
| Q2 24 | $-131.3M | — |
自由现金流率LWRNR
| Q1 26 | -2.3% | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 16.5% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | -1.3% | — | ||
| Q4 24 | -3.1% | — | ||
| Q3 24 | 0.3% | — | ||
| Q2 24 | -8.1% | — |
资本支出强度LWRNR
| Q1 26 | 6.5% | — | ||
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | 38.1% | — | ||
| Q1 25 | 5.0% | — | ||
| Q4 24 | 9.3% | — | ||
| Q3 24 | 19.7% | — | ||
| Q2 24 | 57.7% | — |
现金转化率LWRNR
| Q1 26 | 1.21× | — | ||
| Q4 25 | 2.87× | 0.64× | ||
| Q3 25 | 5.47× | 1.73× | ||
| Q2 25 | 7.24× | 1.76× | ||
| Q1 25 | 0.38× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.59× | 1.26× | ||
| Q2 24 | 6.16× | 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
LW
| Segments North America | $1.0B | 66% |
| Segments International | $529.8M | 34% |
RNR
暂无分部数据
