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国民油井华高（NOV）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的季度营收约是国民油井华高的1.1倍（$2.2B vs $2.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.0%，领先22.5%），国民油井华高同比增速更快（-9.9% vs -36.8%），过去两年国民油井华高的营收复合增速更高（-3.8% vs -11.9%）
NOV Inc.（前称国民油井华高）是总部位于美国得克萨斯州休斯顿的跨国企业，为上游油气行业提供钻探及生产作业所需的设备零部件、油田服务及供应链整合服务，在六大洲布局超500个运营点，下设能源设备、能源产品与服务两大业务板块。
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。
NOV 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
NOV
高出26.9%
-36.8%
净利率更高
RNR
高出22.5%
1.0%
两年增速更快
NOV
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $20.0M | $515.8M |
| 毛利率 | 18.5% | — |
| 营业利润率 | 2.3% | — |
| 净利率 | 1.0% | 23.5% |
| 营收同比 | -9.9% | -36.8% |
| 净利润同比 | -73.0% | 72.6% |
| 每股收益（稀释后） | $0.05 | $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NOVRNR
| Q1 26 | $2.1B | $2.2B | ||
| Q4 25 | $2.3B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.3B | $2.3B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.2B | $2.8B |
净利润NOVRNR
| Q1 26 | $20.0M | $515.8M | ||
| Q4 25 | $-78.0M | $760.5M | ||
| Q3 25 | $42.0M | $916.5M | ||
| Q2 25 | $108.0M | $835.4M | ||
| Q1 25 | $73.0M | $170.0M | ||
| Q4 24 | $160.0M | $-189.7M | ||
| Q3 24 | $130.0M | $1.2B | ||
| Q2 24 | $226.0M | $503.9M |
毛利率NOVRNR
| Q1 26 | 18.5% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 18.9% | — | ||
| Q2 25 | 20.4% | — | ||
| Q1 25 | 21.3% | — | ||
| Q4 24 | 21.4% | — | ||
| Q3 24 | 21.4% | — | ||
| Q2 24 | 26.6% | — |
营业利润率NOVRNR
| Q1 26 | 2.3% | — | ||
| Q4 25 | 4.0% | 42.5% | ||
| Q3 25 | 4.9% | 46.3% | ||
| Q2 25 | 6.5% | 41.8% | ||
| Q1 25 | 7.2% | -2.0% | ||
| Q4 24 | 9.0% | -3.6% | ||
| Q3 24 | 8.9% | 43.7% | ||
| Q2 24 | 14.1% | 25.0% |
净利率NOVRNR
| Q1 26 | 1.0% | 23.5% | ||
| Q4 25 | -3.4% | 25.6% | ||
| Q3 25 | 1.9% | 28.7% | ||
| Q2 25 | 4.9% | 26.1% | ||
| Q1 25 | 3.5% | 4.9% | ||
| Q4 24 | 6.9% | -8.3% | ||
| Q3 24 | 5.9% | 29.8% | ||
| Q2 24 | 10.2% | 17.8% |
每股收益（稀释后）NOVRNR
| Q1 26 | $0.05 | $6.57 | ||
| Q4 25 | $-0.20 | $16.16 | ||
| Q3 25 | $0.11 | $19.40 | ||
| Q2 25 | $0.29 | $17.20 | ||
| Q1 25 | $0.19 | $3.27 | ||
| Q4 24 | $0.40 | $-3.76 | ||
| Q3 24 | $0.33 | $22.62 | ||
| Q2 24 | $0.57 | $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 | $1.3B | $1.6B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $11.1B | $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NOVRNR
| Q1 26 | $1.3B | $1.6B | ||
| Q4 25 | $1.6B | $1.7B | ||
| Q3 25 | $1.2B | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.2B | $1.6B | ||
| Q4 24 | $1.2B | $1.7B | ||
| Q3 24 | $985.0M | $1.6B | ||
| Q2 24 | $827.0M | $1.6B |
总债务NOVRNR
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.7B | $2.3B | ||
| Q1 25 | $1.7B | $2.8B | ||
| Q4 24 | $1.7B | $1.9B | ||
| Q3 24 | $1.7B | $1.9B | ||
| Q2 24 | $1.7B | $2.0B |
股东权益NOVRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $6.3B | $11.6B | ||
| Q3 25 | $6.5B | $11.5B | ||
| Q2 25 | $6.5B | $10.8B | ||
| Q1 25 | $6.4B | $10.3B | ||
| Q4 24 | $6.4B | $10.6B | ||
| Q3 24 | $6.5B | $11.2B | ||
| Q2 24 | $6.4B | $10.2B |
总资产NOVRNR
| Q1 26 | $11.1B | $53.7B | ||
| Q4 25 | $11.3B | $53.8B | ||
| Q3 25 | $11.3B | $54.5B | ||
| Q2 25 | $11.4B | $54.7B | ||
| Q1 25 | $11.3B | $53.6B | ||
| Q4 24 | $11.4B | $50.7B | ||
| Q3 24 | $11.4B | $52.8B | ||
| Q2 24 | $11.3B | $51.6B |
负债/权益比NOVRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | 0.20× | ||
| Q3 25 | 0.27× | 0.19× | ||
| Q2 25 | 0.27× | 0.21× | ||
| Q1 25 | 0.27× | 0.27× | ||
| Q4 24 | 0.27× | 0.18× | ||
| Q3 24 | 0.27× | 0.17× | ||
| Q2 24 | 0.27× | 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | $51.0M | — |
| 自由现金流率自由现金流/营收 | 2.5% | — |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | $876.0M | — |
8季度趋势，按日历期对齐
经营现金流NOVRNR
| Q1 26 | — | — | ||
| Q4 25 | $573.0M | $483.0M | ||
| Q3 25 | $352.0M | $1.6B | ||
| Q2 25 | $191.0M | $1.5B | ||
| Q1 25 | $135.0M | $157.8M | ||
| Q4 24 | $591.0M | $778.9M | ||
| Q3 24 | $359.0M | $1.5B | ||
| Q2 24 | $432.0M | $1.2B |
自由现金流NOVRNR
| Q1 26 | $51.0M | — | ||
| Q4 25 | $472.0M | — | ||
| Q3 25 | $245.0M | — | ||
| Q2 25 | $108.0M | — | ||
| Q1 25 | $51.0M | — | ||
| Q4 24 | $473.0M | — | ||
| Q3 24 | $277.0M | — | ||
| Q2 24 | $350.0M | — |
自由现金流率NOVRNR
| Q1 26 | 2.5% | — | ||
| Q4 25 | 20.7% | — | ||
| Q3 25 | 11.3% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 2.4% | — | ||
| Q4 24 | 20.5% | — | ||
| Q3 24 | 12.6% | — | ||
| Q2 24 | 15.8% | — |
资本支出强度NOVRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.4% | — | ||
| Q3 25 | 4.9% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.7% | — |
现金转化率NOVRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 8.38× | 1.73× | ||
| Q2 25 | 1.77× | 1.76× | ||
| Q1 25 | 1.85× | 0.93× | ||
| Q4 24 | 3.69× | — | ||
| Q3 24 | 2.76× | 1.26× | ||
| Q2 24 | 1.91× | 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
NOV
| Energy Equipment | $1.2B | 58% |
| Energy Products and Services | $897.0M | 44% |
RNR
暂无分部数据
