vs
Masco（MAS）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Masco的1.1倍（$2.2B vs $1.9B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 11.9%，领先11.6%），Masco同比增速更快（6.5% vs -36.8%），过去两年Masco的营收复合增速更高（-4.2% vs -11.9%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$1.9B
营收增速更快
MAS
高出43.3%
-36.8%
净利率更高
RNR
高出11.6%
11.9%
两年增速更快
MAS
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.2B |
| 净利润 | $228.0M | $515.8M |
| 毛利率 | 35.8% | — |
| 营业利润率 | 16.5% | — |
| 净利率 | 11.9% | 23.5% |
| 营收同比 | 6.5% | -36.8% |
| 净利润同比 | 14.5% | 72.6% |
| 每股收益（稀释后） | — | $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MASRNR
| Q1 26 | $1.9B | $2.2B | ||
| Q4 25 | $1.8B | $3.0B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $2.1B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $2.1B | $2.8B |
净利润MASRNR
| Q1 26 | $228.0M | $515.8M | ||
| Q4 25 | $165.0M | $760.5M | ||
| Q3 25 | $189.0M | $916.5M | ||
| Q2 25 | $270.0M | $835.4M | ||
| Q1 25 | $186.0M | $170.0M | ||
| Q4 24 | $182.0M | $-189.7M | ||
| Q3 24 | $167.0M | $1.2B | ||
| Q2 24 | $258.0M | $503.9M |
毛利率MASRNR
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | — | ||
| Q3 25 | 34.2% | — | ||
| Q2 25 | 37.6% | — | ||
| Q1 25 | 35.8% | — | ||
| Q4 24 | 34.8% | — | ||
| Q3 24 | 36.6% | — | ||
| Q2 24 | 37.5% | — |
营业利润率MASRNR
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 42.5% | ||
| Q3 25 | 15.8% | 46.3% | ||
| Q2 25 | 20.1% | 41.8% | ||
| Q1 25 | 15.9% | -2.0% | ||
| Q4 24 | 15.9% | -3.6% | ||
| Q3 24 | 18.0% | 43.7% | ||
| Q2 24 | 19.0% | 25.0% |
净利率MASRNR
| Q1 26 | 11.9% | 23.5% | ||
| Q4 25 | 9.2% | 25.6% | ||
| Q3 25 | 9.9% | 28.7% | ||
| Q2 25 | 13.2% | 26.1% | ||
| Q1 25 | 10.3% | 4.9% | ||
| Q4 24 | 10.0% | -8.3% | ||
| Q3 24 | 8.4% | 29.8% | ||
| Q2 24 | 12.3% | 17.8% |
每股收益（稀释后）MASRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.81 | $16.16 | ||
| Q3 25 | $0.90 | $19.40 | ||
| Q2 25 | $1.28 | $17.20 | ||
| Q1 25 | $0.87 | $3.27 | ||
| Q4 24 | $0.85 | $-3.76 | ||
| Q3 24 | $0.77 | $22.62 | ||
| Q2 24 | $1.17 | $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 | $2.9B | — |
| 股东权益账面价值 | $27.0M | $4.3B |
| 总资产 | $5.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 109.07× | — |
8季度趋势，按日历期对齐
现金及短期投资MASRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $647.0M | $1.7B | ||
| Q3 25 | $559.0M | $1.7B | ||
| Q2 25 | $390.0M | $1.4B | ||
| Q1 25 | $377.0M | $1.6B | ||
| Q4 24 | $634.0M | $1.7B | ||
| Q3 24 | $646.0M | $1.6B | ||
| Q2 24 | $398.0M | $1.6B |
总债务MASRNR
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.9B | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益MASRNR
| Q1 26 | $27.0M | $4.3B | ||
| Q4 25 | $-185.0M | $11.6B | ||
| Q3 25 | $-78.0M | $11.5B | ||
| Q2 25 | $-84.0M | $10.8B | ||
| Q1 25 | $-254.0M | $10.3B | ||
| Q4 24 | $-279.0M | $10.6B | ||
| Q3 24 | $-88.0M | $11.2B | ||
| Q2 24 | $-26.0M | $10.2B |
总资产MASRNR
| Q1 26 | $5.2B | $53.7B | ||
| Q4 25 | $5.2B | $53.8B | ||
| Q3 25 | $5.3B | $54.5B | ||
| Q2 25 | $5.3B | $54.7B | ||
| Q1 25 | $5.1B | $53.6B | ||
| Q4 24 | $5.0B | $50.7B | ||
| Q3 24 | $5.3B | $52.8B | ||
| Q2 24 | $5.4B | $51.6B |
负债/权益比MASRNR
| Q1 26 | 109.07× | — | ||
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
