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恩智浦（NXPI）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
恩智浦的季度营收约是RENAISSANCERE HOLDINGS LTD的1.4倍（$3.2B vs $2.2B），恩智浦净利率更高（35.3% vs 23.5%，领先11.8%），恩智浦同比增速更快（-5.0% vs -36.8%），过去两年恩智浦的营收复合增速更高（0.9% vs -11.9%）
恩智浦是总部位于荷兰埃因霍温的半导体设计与制造企业，为2024年市值排名欧洲第三的半导体公司。目前集团在全球30多个国家拥有约3.4万名员工，2024年总营收达126.1亿美元。
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。
NXPI vs RNR — 直观对比
营收规模更大
NXPI
是对方的1.4倍
$2.2B
营收增速更快
NXPI
高出31.8%
-36.8%
净利率更高
NXPI
高出11.8%
23.5%
两年增速更快
NXPI
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.2B | $2.2B |
| 净利润 | $1.1B | $515.8M |
| 毛利率 | 59.5% | — |
| 营业利润率 | 100.0% | — |
| 净利率 | 35.3% | 23.5% |
| 营收同比 | -5.0% | -36.8% |
| 净利润同比 | 147.0% | 72.6% |
| 每股收益（稀释后） | $4.43 | $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NXPIRNR
| Q1 26 | $3.2B | $2.2B | ||
| Q4 25 | $3.3B | $3.0B | ||
| Q3 25 | $3.2B | $3.2B | ||
| Q2 25 | $2.9B | $3.2B | ||
| Q1 25 | $2.8B | $3.5B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.3B | $4.0B | ||
| Q2 24 | $3.1B | $2.8B |
净利润NXPIRNR
| Q1 26 | $1.1B | $515.8M | ||
| Q4 25 | $455.0M | $760.5M | ||
| Q3 25 | $631.0M | $916.5M | ||
| Q2 25 | $445.0M | $835.4M | ||
| Q1 25 | $490.0M | $170.0M | ||
| Q4 24 | $495.0M | $-189.7M | ||
| Q3 24 | $718.0M | $1.2B | ||
| Q2 24 | $658.0M | $503.9M |
毛利率NXPIRNR
| Q1 26 | 59.5% | — | ||
| Q4 25 | 54.2% | — | ||
| Q3 25 | 56.3% | — | ||
| Q2 25 | 53.4% | — | ||
| Q1 25 | 55.0% | — | ||
| Q4 24 | 53.9% | — | ||
| Q3 24 | 57.4% | — | ||
| Q2 24 | 57.3% | — |
营业利润率NXPIRNR
| Q1 26 | 100.0% | — | ||
| Q4 25 | 22.3% | 42.5% | ||
| Q3 25 | 28.1% | 46.3% | ||
| Q2 25 | 23.5% | 41.8% | ||
| Q1 25 | 25.5% | -2.0% | ||
| Q4 24 | 21.7% | -3.6% | ||
| Q3 24 | 30.5% | 43.7% | ||
| Q2 24 | 28.7% | 25.0% |
净利率NXPIRNR
| Q1 26 | 35.3% | 23.5% | ||
| Q4 25 | 13.6% | 25.6% | ||
| Q3 25 | 19.9% | 28.7% | ||
| Q2 25 | 15.2% | 26.1% | ||
| Q1 25 | 17.3% | 4.9% | ||
| Q4 24 | 15.9% | -8.3% | ||
| Q3 24 | 22.1% | 29.8% | ||
| Q2 24 | 21.0% | 17.8% |
每股收益（稀释后）NXPIRNR
| Q1 26 | $4.43 | $6.57 | ||
| Q4 25 | $1.80 | $16.16 | ||
| Q3 25 | $2.48 | $19.40 | ||
| Q2 25 | $1.75 | $17.20 | ||
| Q1 25 | $1.92 | $3.27 | ||
| Q4 24 | $1.93 | $-3.76 | ||
| Q3 24 | $2.79 | $22.62 | ||
| Q2 24 | $2.54 | $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 | $3.7B | $1.6B |
| 总债务越低越好 | $11.7B | — |
| 股东权益账面价值 | $10.9B | $4.3B |
| 总资产 | $27.1B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.07× | — |
8季度趋势，按日历期对齐
现金及短期投资NXPIRNR
| Q1 26 | $3.7B | $1.6B | ||
| Q4 25 | $3.3B | $1.7B | ||
| Q3 25 | $3.5B | $1.7B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $4.0B | $1.6B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $2.7B | $1.6B | ||
| Q2 24 | $2.9B | $1.6B |
总债务NXPIRNR
| Q1 26 | $11.7B | — | ||
| Q4 25 | $11.0B | $2.3B | ||
| Q3 25 | $11.0B | $2.2B | ||
| Q2 25 | $9.5B | $2.3B | ||
| Q1 25 | $10.2B | $2.8B | ||
| Q4 24 | $10.4B | $1.9B | ||
| Q3 24 | $9.7B | $1.9B | ||
| Q2 24 | $9.7B | $2.0B |
股东权益NXPIRNR
| Q1 26 | $10.9B | $4.3B | ||
| Q4 25 | $10.1B | $11.6B | ||
| Q3 25 | $10.0B | $11.5B | ||
| Q2 25 | $9.6B | $10.8B | ||
| Q1 25 | $9.3B | $10.3B | ||
| Q4 24 | $9.2B | $10.6B | ||
| Q3 24 | $9.4B | $11.2B | ||
| Q2 24 | $9.0B | $10.2B |
总资产NXPIRNR
| Q1 26 | $27.1B | $53.7B | ||
| Q4 25 | $26.6B | $53.8B | ||
| Q3 25 | $26.4B | $54.5B | ||
| Q2 25 | $25.3B | $54.7B | ||
| Q1 25 | $25.2B | $53.6B | ||
| Q4 24 | $24.4B | $50.7B | ||
| Q3 24 | $23.7B | $52.8B | ||
| Q2 24 | $23.2B | $51.6B |
负债/权益比NXPIRNR
| Q1 26 | 1.07× | — | ||
| Q4 25 | 1.09× | 0.20× | ||
| Q3 25 | 1.09× | 0.19× | ||
| Q2 25 | 0.99× | 0.21× | ||
| Q1 25 | 1.10× | 0.27× | ||
| Q4 24 | 1.13× | 0.18× | ||
| Q3 24 | 1.03× | 0.17× | ||
| Q2 24 | 1.07× | 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 | $714.0M | — |
| 自由现金流率自由现金流/营收 | 22.4% | — |
| 资本支出强度资本支出/营收 | 2.5% | — |
| 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 | $2.7B | — |
8季度趋势，按日历期对齐
经营现金流NXPIRNR
| Q1 26 | — | — | ||
| Q4 25 | $891.0M | $483.0M | ||
| Q3 25 | $585.0M | $1.6B | ||
| Q2 25 | $779.0M | $1.5B | ||
| Q1 25 | $565.0M | $157.8M | ||
| Q4 24 | $391.0M | $778.9M | ||
| Q3 24 | $779.0M | $1.5B | ||
| Q2 24 | $761.0M | $1.2B |
自由现金流NXPIRNR
| Q1 26 | $714.0M | — | ||
| Q4 25 | $793.0M | — | ||
| Q3 25 | $508.0M | — | ||
| Q2 25 | $696.0M | — | ||
| Q1 25 | $426.0M | — | ||
| Q4 24 | $261.0M | — | ||
| Q3 24 | $593.0M | — | ||
| Q2 24 | $576.0M | — |
自由现金流率NXPIRNR
| Q1 26 | 22.4% | — | ||
| Q4 25 | 23.8% | — | ||
| Q3 25 | 16.0% | — | ||
| Q2 25 | 23.8% | — | ||
| Q1 25 | 15.0% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 18.2% | — | ||
| Q2 24 | 18.4% | — |
资本支出强度NXPIRNR
| Q1 26 | 2.5% | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.4% | — | ||
| Q2 25 | 2.8% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | 5.9% | — |
现金转化率NXPIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.96× | 0.64× | ||
| Q3 25 | 0.93× | 1.73× | ||
| Q2 25 | 1.75× | 1.76× | ||
| Q1 25 | 1.15× | 0.93× | ||
| Q4 24 | 0.79× | — | ||
| Q3 24 | 1.08× | 1.26× | ||
| Q2 24 | 1.16× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
