vs
美满电子科技（MRVL）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的季度营收约是美满电子科技的1.1倍（$2.2B vs $2.1B），美满电子科技净利率更高（91.7% vs 23.5%，领先68.1%），美满电子科技同比增速更快（36.8% vs -36.8%），过去两年美满电子科技的营收复合增速更高（20.6% vs -11.9%）
美满电子科技是总部位于美国加利福尼亚州圣克拉拉的半导体企业，成立于1995年，专注于半导体及相关技术的研发与生产。截至2024年，公司全球员工超6500人，持有全球专利超1万项，2024财年总营收达55亿美元。
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。
MRVL vs RNR — 直观对比
营收规模更大
RNR
是对方的1.1倍
$2.1B
营收增速更快
MRVL
高出73.6%
-36.8%
净利率更高
MRVL
高出68.1%
23.5%
两年增速更快
MRVL
近两年复合增速
-11.9%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $1.9B | $515.8M |
| 毛利率 | 51.6% | — |
| 营业利润率 | 17.2% | — |
| 净利率 | 91.7% | 23.5% |
| 营收同比 | 36.8% | -36.8% |
| 净利润同比 | 381.1% | 72.6% |
| 每股收益（稀释后） | $2.20 | $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MRVLRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.0B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润MRVLRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $1.9B | $760.5M | ||
| Q3 25 | $194.8M | $916.5M | ||
| Q2 25 | $177.9M | $835.4M | ||
| Q1 25 | $200.2M | $170.0M | ||
| Q4 24 | $-676.3M | $-189.7M | ||
| Q3 24 | $-193.3M | $1.2B | ||
| Q2 24 | $-215.6M | $503.9M |
毛利率MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 51.6% | — | ||
| Q3 25 | 50.4% | — | ||
| Q2 25 | 50.3% | — | ||
| Q1 25 | 50.5% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 46.2% | — | ||
| Q2 24 | 45.5% | — |
营业利润率MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 42.5% | ||
| Q3 25 | 14.5% | 46.3% | ||
| Q2 25 | 14.3% | 41.8% | ||
| Q1 25 | 12.9% | -2.0% | ||
| Q4 24 | -46.4% | -3.6% | ||
| Q3 24 | -7.9% | 43.7% | ||
| Q2 24 | -13.1% | 25.0% |
净利率MRVLRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 91.7% | 25.6% | ||
| Q3 25 | 9.7% | 28.7% | ||
| Q2 25 | 9.4% | 26.1% | ||
| Q1 25 | 11.0% | 4.9% | ||
| Q4 24 | -44.6% | -8.3% | ||
| Q3 24 | -15.2% | 29.8% | ||
| Q2 24 | -18.6% | 17.8% |
每股收益（稀释后）MRVLRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $2.20 | $16.16 | ||
| Q3 25 | $0.22 | $19.40 | ||
| Q2 25 | $0.20 | $17.20 | ||
| Q1 25 | $0.23 | $3.27 | ||
| Q4 24 | $-0.78 | $-3.76 | ||
| Q3 24 | $-0.22 | $22.62 | ||
| Q2 24 | $-0.25 | $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 | $2.7B | $1.6B |
| 总债务越低越好 | $4.5B | — |
| 股东权益账面价值 | $14.1B | $4.3B |
| 总资产 | $21.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.32× | — |
8季度趋势，按日历期对齐
现金及短期投资MRVLRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $885.9M | $1.4B | ||
| Q1 25 | $948.3M | $1.6B | ||
| Q4 24 | $868.1M | $1.7B | ||
| Q3 24 | $808.7M | $1.6B | ||
| Q2 24 | $847.7M | $1.6B |
总债务MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $2.3B | ||
| Q3 25 | $4.5B | $2.2B | ||
| Q2 25 | $4.2B | $2.3B | ||
| Q1 25 | $4.1B | $2.8B | ||
| Q4 24 | $4.1B | $1.9B | ||
| Q3 24 | $4.1B | $1.9B | ||
| Q2 24 | $4.1B | $2.0B |
股东权益MRVLRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $14.1B | $11.6B | ||
| Q3 25 | $13.4B | $11.5B | ||
| Q2 25 | $13.3B | $10.8B | ||
| Q1 25 | $13.4B | $10.3B | ||
| Q4 24 | $13.4B | $10.6B | ||
| Q3 24 | $14.2B | $11.2B | ||
| Q2 24 | $14.5B | $10.2B |
总资产MRVLRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $21.6B | $53.8B | ||
| Q3 25 | $20.6B | $54.5B | ||
| Q2 25 | $20.0B | $54.7B | ||
| Q1 25 | $20.2B | $53.6B | ||
| Q4 24 | $19.7B | $50.7B | ||
| Q3 24 | $20.3B | $52.8B | ||
| Q2 24 | $20.5B | $51.6B |
负债/权益比MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.32× | 0.20× | ||
| Q3 25 | 0.33× | 0.19× | ||
| Q2 25 | 0.32× | 0.21× | ||
| Q1 25 | 0.30× | 0.27× | ||
| Q4 24 | 0.31× | 0.18× | ||
| Q3 24 | 0.29× | 0.17× | ||
| Q2 24 | 0.29× | 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 | $582.3M | — |
| 自由现金流经营现金流 - 资本支出 | $508.8M | — |
| 自由现金流率自由现金流/营收 | 24.5% | — |
| 资本支出强度资本支出/营收 | 3.5% | — |
| 现金转化率经营现金流/净利润 | 0.31× | — |
| 过去12个月自由现金流最近4个季度 | $1.6B | — |
8季度趋势，按日历期对齐
经营现金流MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | $582.3M | $483.0M | ||
| Q3 25 | $461.6M | $1.6B | ||
| Q2 25 | $332.9M | $1.5B | ||
| Q1 25 | $514.0M | $157.8M | ||
| Q4 24 | $536.3M | $778.9M | ||
| Q3 24 | $306.4M | $1.5B | ||
| Q2 24 | $324.5M | $1.2B |
自由现金流MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | $508.8M | — | ||
| Q3 25 | $414.1M | — | ||
| Q2 25 | $214.1M | — | ||
| Q1 25 | $444.1M | — | ||
| Q4 24 | $461.3M | — | ||
| Q3 24 | $258.2M | — | ||
| Q2 24 | $233.0M | — |
自由现金流率MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 24.5% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 11.3% | — | ||
| Q1 25 | 24.4% | — | ||
| Q4 24 | 30.4% | — | ||
| Q3 24 | 20.3% | — | ||
| Q2 24 | 20.1% | — |
资本支出强度MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 3.8% | — | ||
| Q2 24 | 7.9% | — |
现金转化率MRVLRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.31× | 0.64× | ||
| Q3 25 | 2.37× | 1.73× | ||
| Q2 25 | 1.87× | 1.76× | ||
| Q1 25 | 2.57× | 0.93× | ||
| Q4 24 | — | — | ||
| 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
