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味好美（MKC）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的季度营收约是味好美的1.2倍（$2.2B vs $1.9B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 12.2%，领先11.3%），味好美同比增速更快（2.9% vs -36.8%），过去两年味好美的营收复合增速更高（7.5% vs -11.9%）
味好美是美国知名食品企业，专业生产、营销并配送香辛料、复合调味料、调味酱及各类风味产品，客户覆盖零售终端、食品生产商及餐饮服务企业，是全球领先的风味产品供应商。
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。
MKC vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.9B
营收增速更快
MKC
高出39.7%
-36.8%
净利率更高
RNR
高出11.3%
12.2%
两年增速更快
MKC
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.2B |
| 净利润 | $226.6M | $515.8M |
| 毛利率 | 38.9% | — |
| 营业利润率 | 16.8% | — |
| 净利率 | 12.2% | 23.5% |
| 营收同比 | 2.9% | -36.8% |
| 净利润同比 | 5.3% | 72.6% |
| 每股收益（稀释后） | $0.84 | $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MKCRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.8B | $2.3B | ||
| Q3 24 | $1.7B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润MKCRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $226.6M | $760.5M | ||
| Q3 25 | $225.5M | $916.5M | ||
| Q2 25 | $175.0M | $835.4M | ||
| Q1 25 | $162.3M | $170.0M | ||
| Q4 24 | $215.2M | $-189.7M | ||
| Q3 24 | $223.1M | $1.2B | ||
| Q2 24 | $184.2M | $503.9M |
毛利率MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.4% | — | ||
| Q2 25 | 37.5% | — | ||
| Q1 25 | 37.6% | — | ||
| Q4 24 | 40.2% | — | ||
| Q3 24 | 38.7% | — | ||
| Q2 24 | 37.7% | — |
营业利润率MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | 16.8% | 42.5% | ||
| Q3 25 | 16.7% | 46.3% | ||
| Q2 25 | 14.8% | 41.8% | ||
| Q1 25 | 14.0% | -2.0% | ||
| Q4 24 | 17.0% | -3.6% | ||
| Q3 24 | 17.1% | 43.7% | ||
| Q2 24 | 14.2% | 25.0% |
净利率MKCRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 12.2% | 25.6% | ||
| Q3 25 | 13.1% | 28.7% | ||
| Q2 25 | 10.5% | 26.1% | ||
| Q1 25 | 10.1% | 4.9% | ||
| Q4 24 | 12.0% | -8.3% | ||
| Q3 24 | 13.3% | 29.8% | ||
| Q2 24 | 11.2% | 17.8% |
每股收益（稀释后）MKCRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.84 | $16.16 | ||
| Q3 25 | $0.84 | $19.40 | ||
| Q2 25 | $0.65 | $17.20 | ||
| Q1 25 | $0.60 | $3.27 | ||
| Q4 24 | $0.79 | $-3.76 | ||
| Q3 24 | $0.83 | $22.62 | ||
| Q2 24 | $0.68 | $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 | $95.9M | $1.6B |
| 总债务越低越好 | $3.6B | — |
| 股东权益账面价值 | $5.7B | $4.3B |
| 总资产 | $13.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.63× | — |
8季度趋势，按日历期对齐
现金及短期投资MKCRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $95.9M | $1.7B | ||
| Q3 25 | $94.9M | $1.7B | ||
| Q2 25 | $124.1M | $1.4B | ||
| Q1 25 | $102.8M | $1.6B | ||
| Q4 24 | $186.1M | $1.7B | ||
| Q3 24 | $200.8M | $1.6B | ||
| Q2 24 | $166.3M | $1.6B |
总债务MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.6B | $2.3B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $3.9B | $2.3B | ||
| Q1 25 | $3.9B | $2.8B | ||
| Q4 24 | $3.9B | $1.9B | ||
| Q3 24 | $3.4B | $1.9B | ||
| Q2 24 | $4.1B | $2.0B |
股东权益MKCRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $5.7B | $11.6B | ||
| Q3 25 | $5.8B | $11.5B | ||
| Q2 25 | $5.6B | $10.8B | ||
| Q1 25 | $5.4B | $10.3B | ||
| Q4 24 | $5.3B | $10.6B | ||
| Q3 24 | $5.4B | $11.2B | ||
| Q2 24 | $5.3B | $10.2B |
总资产MKCRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.2B | $53.8B | ||
| Q3 25 | $13.2B | $54.5B | ||
| Q2 25 | $13.2B | $54.7B | ||
| Q1 25 | $12.9B | $53.6B | ||
| Q4 24 | $13.1B | $50.7B | ||
| Q3 24 | $13.2B | $52.8B | ||
| Q2 24 | $13.0B | $51.6B |
负债/权益比MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.63× | 0.20× | ||
| Q3 25 | 0.67× | 0.19× | ||
| Q2 25 | 0.69× | 0.21× | ||
| Q1 25 | 0.71× | 0.27× | ||
| Q4 24 | 0.73× | 0.18× | ||
| Q3 24 | 0.63× | 0.17× | ||
| Q2 24 | 0.77× | 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 | $542.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.39× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | $542.0M | $483.0M | ||
| Q3 25 | $258.8M | $1.6B | ||
| Q2 25 | $45.9M | $1.5B | ||
| Q1 25 | $115.5M | $157.8M | ||
| Q4 24 | $458.7M | $778.9M | ||
| Q3 24 | $161.7M | $1.5B | ||
| Q2 24 | $163.1M | $1.2B |
自由现金流MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $206.1M | — | ||
| Q2 25 | $-2.4M | — | ||
| Q1 25 | $78.4M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $102.7M | — | ||
| Q2 24 | $94.8M | — |
自由现金流率MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | -0.1% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 6.1% | — | ||
| Q2 24 | 5.8% | — |
资本支出强度MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.1% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | 4.2% | — |
现金转化率MKCRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.39× | 0.64× | ||
| Q3 25 | 1.15× | 1.73× | ||
| Q2 25 | 0.26× | 1.76× | ||
| Q1 25 | 0.71× | 0.93× | ||
| Q4 24 | 2.13× | — | ||
| Q3 24 | 0.72× | 1.26× | ||
| Q2 24 | 0.89× | 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
MKC
| Consumer | $1.1B | 61% |
| Flavor Solutions | $723.1M | 39% |
RNR
暂无分部数据
