vs
NetApp（NTAP）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NetApp的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 17.9%，领先5.6%），NetApp同比增速更快（2.8% vs -36.8%），过去两年NetApp的营收复合增速更高（3.0% vs -11.9%）
NetApp是总部位于美国加利福尼亚州圣何塞的企业级数据基础设施服务商，成立于1992年，2012至2021年连续入选《财富》世界500强。公司面向全球企业客户提供统一数据存储、集成数据服务及云运营解决方案，可满足线上线下全场景的应用与数据管理需求。
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。
NTAP vs RNR — 直观对比
营收规模更大
RNR
是对方的1.3倍
$1.7B
营收增速更快
NTAP
高出39.6%
-36.8%
净利率更高
RNR
高出5.6%
17.9%
两年增速更快
NTAP
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $305.0M | $515.8M |
| 毛利率 | 72.0% | — |
| 营业利润率 | 23.4% | — |
| 净利率 | 17.9% | 23.5% |
| 营收同比 | 2.8% | -36.8% |
| 净利润同比 | 2.0% | 72.6% |
| 每股收益（稀释后） | $1.51 | $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NTAPRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $1.6B | $3.2B | ||
| Q2 25 | $1.7B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.7B | $2.8B |
净利润NTAPRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $305.0M | $760.5M | ||
| Q3 25 | $233.0M | $916.5M | ||
| Q2 25 | $340.0M | $835.4M | ||
| Q1 25 | $299.0M | $170.0M | ||
| Q4 24 | $299.0M | $-189.7M | ||
| Q3 24 | $248.0M | $1.2B | ||
| Q2 24 | $291.0M | $503.9M |
毛利率NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 72.0% | — | ||
| Q3 25 | 70.4% | — | ||
| Q2 25 | 68.9% | — | ||
| Q1 25 | 69.8% | — | ||
| Q4 24 | 71.0% | — | ||
| Q3 24 | 71.3% | — | ||
| Q2 24 | 70.5% | — |
营业利润率NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 23.4% | 42.5% | ||
| Q3 25 | 19.8% | 46.3% | ||
| Q2 25 | 20.1% | 41.8% | ||
| Q1 25 | 22.1% | -2.0% | ||
| Q4 24 | 20.8% | -3.6% | ||
| Q3 24 | 18.3% | 43.7% | ||
| Q2 24 | 21.9% | 25.0% |
净利率NTAPRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 17.9% | 25.6% | ||
| Q3 25 | 14.9% | 28.7% | ||
| Q2 25 | 19.6% | 26.1% | ||
| Q1 25 | 18.2% | 4.9% | ||
| Q4 24 | 18.0% | -8.3% | ||
| Q3 24 | 16.1% | 29.8% | ||
| Q2 24 | 17.4% | 17.8% |
每股收益（稀释后）NTAPRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.51 | $16.16 | ||
| Q3 25 | $1.15 | $19.40 | ||
| Q2 25 | $1.64 | $17.20 | ||
| Q1 25 | $1.44 | $3.27 | ||
| Q4 24 | $1.42 | $-3.76 | ||
| Q3 24 | $1.17 | $22.62 | ||
| Q2 24 | $1.36 | $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 | $3.0B | $1.6B |
| 总债务越低越好 | $2.5B | — |
| 股东权益账面价值 | $986.0M | $4.3B |
| 总资产 | $9.6B | $53.7B |
| 负债/权益比越低杠杆越低 | 2.52× | — |
8季度趋势，按日历期对齐
现金及短期投资NTAPRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.0B | $1.7B | ||
| Q3 25 | $3.3B | $1.7B | ||
| Q2 25 | $3.8B | $1.4B | ||
| Q1 25 | $2.3B | $1.6B | ||
| Q4 24 | $2.2B | $1.7B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $3.3B | $1.6B |
总债务NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.5B | $2.3B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $3.2B | $2.3B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.4B | $1.9B | ||
| Q2 24 | $2.4B | $2.0B |
股东权益NTAPRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $986.0M | $11.6B | ||
| Q3 25 | $975.0M | $11.5B | ||
| Q2 25 | $1.0B | $10.8B | ||
| Q1 25 | $995.0M | $10.3B | ||
| Q4 24 | $892.0M | $10.6B | ||
| Q3 24 | $929.0M | $11.2B | ||
| Q2 24 | $1.1B | $10.2B |
总资产NTAPRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $9.6B | $53.8B | ||
| Q3 25 | $9.7B | $54.5B | ||
| Q2 25 | $10.8B | $54.7B | ||
| Q1 25 | $9.0B | $53.6B | ||
| Q4 24 | $9.0B | $50.7B | ||
| Q3 24 | $9.3B | $52.8B | ||
| Q2 24 | $9.9B | $51.6B |
负债/权益比NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.52× | 0.20× | ||
| Q3 25 | 2.55× | 0.19× | ||
| Q2 25 | 3.11× | 0.21× | ||
| Q1 25 | 2.00× | 0.27× | ||
| Q4 24 | 2.23× | 0.18× | ||
| Q3 24 | 2.58× | 0.17× | ||
| Q2 24 | 2.09× | 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 | $127.0M | — |
| 自由现金流经营现金流 - 资本支出 | $78.0M | — |
| 自由现金流率自由现金流/营收 | 4.6% | — |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 现金转化率经营现金流/净利润 | 0.42× | — |
| 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NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | $127.0M | $483.0M | ||
| Q3 25 | $673.0M | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | $385.0M | $157.8M | ||
| Q4 24 | — | $778.9M | ||
| Q3 24 | $341.0M | $1.5B | ||
| Q2 24 | $613.0M | $1.2B |
自由现金流NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | $78.0M | — | ||
| Q3 25 | $620.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $338.0M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $300.0M | — | ||
| Q2 24 | $567.0M | — |
自由现金流率NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.6% | — | ||
| Q3 25 | 39.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 20.6% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 19.5% | — | ||
| Q2 24 | 34.0% | — |
资本支出强度NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 3.4% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 2.8% | — |
现金转化率NTAPRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.42× | 0.64× | ||
| Q3 25 | 2.89× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | 1.29× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.38× | 1.26× | ||
| Q2 24 | 2.11× | 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
NTAP
| Products | $788.0M | 46% |
| Support | $647.0M | 38% |
| Public Cloud Segment | $171.0M | 10% |
| Professional And Other Services | $99.0M | 6% |
RNR
暂无分部数据
