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新闻集团(NWSA)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
新闻集团的季度营收约是RENAISSANCERE HOLDINGS LTD的1.1倍($2.4B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 8.2%,领先15.3%),新闻集团同比增速更快(5.5% vs -36.8%),过去两年新闻集团的营收复合增速更高(-1.3% vs -11.9%)
新闻集团是全球知名的媒体集团,旗下拥有报纸、出版、数字媒体等多项媒体业务,在全球传媒领域拥有广泛影响力,专注于为受众提供及时多元的时事资讯与内容服务。
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。
NWSA vs RNR — 直观对比
营收规模更大
NWSA
是对方的1.1倍
$2.2B
营收增速更快
NWSA
高出42.3%
-36.8%
净利率更高
RNR
高出15.3%
8.2%
两年增速更快
NWSA
近两年复合增速
-11.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $2.2B |
| 净利润 | $193.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | 8.2% | 23.5% |
| 营收同比 | 5.5% | -36.8% |
| 净利润同比 | -10.2% | 72.6% |
| 每股收益(稀释后) | $0.34 | $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
NWSA
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.4B | $3.0B | ||
| Q3 25 | $2.1B | $3.2B | ||
| Q2 25 | $1.6B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.2B | $2.3B | ||
| Q3 24 | $2.6B | $4.0B | ||
| Q2 24 | $2.6B | $2.8B |
净利润
NWSA
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $193.0M | $760.5M | ||
| Q3 25 | $112.0M | $916.5M | ||
| Q2 25 | $743.0M | $835.4M | ||
| Q1 25 | $103.0M | $170.0M | ||
| Q4 24 | $215.0M | $-189.7M | ||
| Q3 24 | $119.0M | $1.2B | ||
| Q2 24 | $50.0M | $503.9M |
营业利润率
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 46.3% | ||
| Q2 25 | 8.5% | 41.8% | ||
| Q1 25 | 7.5% | -2.0% | ||
| Q4 24 | 19.2% | -3.6% | ||
| Q3 24 | 7.9% | 43.7% | ||
| Q2 24 | 4.3% | 25.0% |
净利率
NWSA
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.2% | 25.6% | ||
| Q3 25 | 5.2% | 28.7% | ||
| Q2 25 | 45.6% | 26.1% | ||
| Q1 25 | 5.1% | 4.9% | ||
| Q4 24 | 9.6% | -8.3% | ||
| Q3 24 | 4.6% | 29.8% | ||
| Q2 24 | 1.9% | 17.8% |
每股收益(稀释后)
NWSA
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.34 | $16.16 | ||
| Q3 25 | $0.20 | $19.40 | ||
| Q2 25 | $1.30 | $17.20 | ||
| Q1 25 | $0.18 | $3.27 | ||
| Q4 24 | $0.38 | $-3.76 | ||
| Q3 24 | $0.21 | $22.62 | ||
| Q2 24 | $0.09 | $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 | $2.1B | $1.6B |
| 总债务越低越好 | $2.0B | — |
| 股东权益账面价值 | $8.8B | $4.3B |
| 总资产 | $15.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.22× | — |
8季度趋势,按日历期对齐
现金及短期投资
NWSA
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.4B | $1.4B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $1.8B | $1.7B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $2.0B | $1.6B |
总债务
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | $2.0B | $2.3B | ||
| Q3 25 | $2.0B | $2.2B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.9B | $1.9B | ||
| Q2 24 | $2.9B | $2.0B |
股东权益
NWSA
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $8.8B | $11.6B | ||
| Q3 25 | $8.7B | $11.5B | ||
| Q2 25 | $8.8B | $10.8B | ||
| Q1 25 | $8.2B | $10.3B | ||
| Q4 24 | $8.1B | $10.6B | ||
| Q3 24 | $8.3B | $11.2B | ||
| Q2 24 | $8.1B | $10.2B |
总资产
NWSA
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $15.5B | $53.8B | ||
| Q3 25 | $15.3B | $54.5B | ||
| Q2 25 | $15.5B | $54.7B | ||
| Q1 25 | $16.6B | $53.6B | ||
| Q4 24 | $16.2B | $50.7B | ||
| Q3 24 | $16.9B | $52.8B | ||
| Q2 24 | $16.7B | $51.6B |
负债/权益比
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.22× | 0.20× | ||
| Q3 25 | 0.22× | 0.19× | ||
| Q2 25 | 0.22× | 0.21× | ||
| Q1 25 | 0.24× | 0.27× | ||
| Q4 24 | 0.24× | 0.18× | ||
| Q3 24 | 0.35× | 0.17× | ||
| Q2 24 | 0.36× | 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 | $231.0M | — |
| 自由现金流经营现金流 - 资本支出 | $132.0M | — |
| 自由现金流率自由现金流/营收 | 5.6% | — |
| 资本支出强度资本支出/营收 | 4.2% | — |
| 现金转化率经营现金流/净利润 | 1.20× | — |
| 过去12个月自由现金流最近4个季度 | $586.0M | — |
8季度趋势,按日历期对齐
经营现金流
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | $231.0M | $483.0M | ||
| Q3 25 | $85.0M | $1.6B | ||
| Q2 25 | $189.0M | $1.5B | ||
| Q1 25 | $511.0M | $157.8M | ||
| Q4 24 | $252.0M | $778.9M | ||
| Q3 24 | $64.0M | $1.5B | ||
| Q2 24 | $254.0M | $1.2B |
自由现金流
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | $132.0M | — | ||
| Q3 25 | $4.0M | — | ||
| Q2 25 | $32.0M | — | ||
| Q1 25 | $418.0M | — | ||
| Q4 24 | $190.0M | — | ||
| Q3 24 | $-31.0M | — | ||
| Q2 24 | $111.0M | — |
自由现金流率
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | 5.6% | — | ||
| Q3 25 | 0.2% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 20.8% | — | ||
| Q4 24 | 8.5% | — | ||
| Q3 24 | -1.2% | — | ||
| Q2 24 | 4.3% | — |
资本支出强度
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | — | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 9.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 5.5% | — |
现金转化率
NWSA
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.20× | 0.64× | ||
| Q3 25 | 0.76× | 1.73× | ||
| Q2 25 | 0.25× | 1.76× | ||
| Q1 25 | 4.96× | 0.93× | ||
| Q4 24 | 1.17× | — | ||
| Q3 24 | 0.54× | 1.26× | ||
| Q2 24 | 5.08× | 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
NWSA
| Book Publishing Segment | $633.0M | 27% |
| Consumer | $607.0M | 26% |
| News And Information Services Segment | $570.0M | 24% |
| Real Estate | $401.0M | 17% |
| Other Product Or Service | $173.0M | 7% |
RNR
暂无分部数据