vs
Old Dominion(ODFL)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Old Dominion的1.6倍($2.2B vs $1.3B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 17.9%,领先5.7%),Old Dominion同比增速更快(-2.9% vs -36.8%),过去两年Old Dominion的营收复合增速更高(-5.6% vs -11.9%)
Old Dominion Freight Line(简称ODFL)是美国领先的零担货运企业,服务覆盖区域、跨区域及全国范围。除核心零担货运业务外,公司还提供加急运输、综合物流及家庭搬家服务,拥有成熟的运营网络,可满足不同客户的多元运输需求。
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。
ODFL vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.3B
营收增速更快
ODFL
高出33.8%
-36.8%
净利率更高
RNR
高出5.7%
17.9%
两年增速更快
ODFL
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $238.3M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | 23.8% | — |
| 净利率 | 17.9% | 23.5% |
| 营收同比 | -2.9% | -36.8% |
| 净利润同比 | -6.4% | 72.6% |
| 每股收益(稀释后) | $1.14 | $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
ODFL
RNR
| Q1 26 | $1.3B | $2.2B | ||
| Q4 25 | $1.3B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.4B | $3.5B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.5B | $4.0B | ||
| Q2 24 | $1.5B | $2.8B |
净利润
ODFL
RNR
| Q1 26 | $238.3M | $515.8M | ||
| Q4 25 | $229.5M | $760.5M | ||
| Q3 25 | $270.9M | $916.5M | ||
| Q2 25 | $268.6M | $835.4M | ||
| Q1 25 | $254.7M | $170.0M | ||
| Q4 24 | $263.1M | $-189.7M | ||
| Q3 24 | $308.6M | $1.2B | ||
| Q2 24 | $322.0M | $503.9M |
营业利润率
ODFL
RNR
| Q1 26 | 23.8% | — | ||
| Q4 25 | 23.3% | 42.5% | ||
| Q3 25 | 25.7% | 46.3% | ||
| Q2 25 | 25.4% | 41.8% | ||
| Q1 25 | 24.6% | -2.0% | ||
| Q4 24 | 24.1% | -3.6% | ||
| Q3 24 | 27.3% | 43.7% | ||
| Q2 24 | 28.1% | 25.0% |
净利率
ODFL
RNR
| Q1 26 | 17.9% | 23.5% | ||
| Q4 25 | 17.6% | 25.6% | ||
| Q3 25 | 19.3% | 28.7% | ||
| Q2 25 | 19.1% | 26.1% | ||
| Q1 25 | 18.5% | 4.9% | ||
| Q4 24 | 19.0% | -8.3% | ||
| Q3 24 | 21.0% | 29.8% | ||
| Q2 24 | 21.5% | 17.8% |
每股收益(稀释后)
ODFL
RNR
| Q1 26 | $1.14 | $6.57 | ||
| Q4 25 | $1.10 | $16.16 | ||
| Q3 25 | $1.28 | $19.40 | ||
| Q2 25 | $1.27 | $17.20 | ||
| Q1 25 | $1.19 | $3.27 | ||
| Q4 24 | $1.23 | $-3.76 | ||
| Q3 24 | $1.43 | $22.62 | ||
| Q2 24 | $1.48 | $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 | $288.1M | $1.6B |
| 总债务越低越好 | $40.0M | — |
| 股东权益账面价值 | $4.4B | $4.3B |
| 总资产 | $5.7B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.01× | — |
8季度趋势,按日历期对齐
现金及短期投资
ODFL
RNR
| Q1 26 | $288.1M | $1.6B | ||
| Q4 25 | $120.1M | $1.7B | ||
| Q3 25 | $46.6M | $1.7B | ||
| Q2 25 | $24.1M | $1.4B | ||
| Q1 25 | $97.2M | $1.6B | ||
| Q4 24 | $108.7M | $1.7B | ||
| Q3 24 | $74.2M | $1.6B | ||
| Q2 24 | $104.6M | $1.6B |
总债务
ODFL
RNR
| Q1 26 | $40.0M | — | ||
| Q4 25 | $20.0M | $2.3B | ||
| Q3 25 | $65.0M | $2.2B | ||
| Q2 25 | $150.0M | $2.3B | ||
| Q1 25 | $40.0M | $2.8B | ||
| Q4 24 | $40.0M | $1.9B | ||
| Q3 24 | $40.0M | $1.9B | ||
| Q2 24 | $40.0M | $2.0B |
股东权益
ODFL
RNR
| Q1 26 | $4.4B | $4.3B | ||
| Q4 25 | $4.3B | $11.6B | ||
| Q3 25 | $4.3B | $11.5B | ||
| Q2 25 | $4.2B | $10.8B | ||
| Q1 25 | $4.2B | $10.3B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.2B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
总资产
ODFL
RNR
| Q1 26 | $5.7B | $53.7B | ||
| Q4 25 | $5.5B | $53.8B | ||
| Q3 25 | $5.5B | $54.5B | ||
| Q2 25 | $5.6B | $54.7B | ||
| Q1 25 | $5.5B | $53.6B | ||
| Q4 24 | $5.5B | $50.7B | ||
| Q3 24 | $5.4B | $52.8B | ||
| Q2 24 | $5.3B | $51.6B |
负债/权益比
ODFL
RNR
| Q1 26 | 0.01× | — | ||
| Q4 25 | 0.00× | 0.20× | ||
| Q3 25 | 0.02× | 0.19× | ||
| Q2 25 | 0.04× | 0.21× | ||
| Q1 25 | 0.01× | 0.27× | ||
| Q4 24 | 0.01× | 0.18× | ||
| Q3 24 | 0.01× | 0.17× | ||
| Q2 24 | 0.01× | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图