vs
OLIN Corp(OLN)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OLIN Corp的1.3倍($2.2B vs $1.7B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs -8.6%,领先32.1%),OLIN Corp同比增速更快(-0.4% vs -36.8%),过去两年OLIN Corp的营收复合增速更高(0.9% vs -11.9%)
奥林公司是美国知名制造企业,主营弹药、氯气及氢氧化钠产品。其历史可追溯至1892年成立的两家企业:富兰克林·W·奥林创立的公平火药公司,以及马西森碱业公司。过往奥林旗下化工厂曾发生安全事故,对员工及周边居民健康造成风险。
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。
OLN 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
OLN
高出36.4%
-36.8%
净利率更高
RNR
高出32.1%
-8.6%
两年增速更快
OLN
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $-143.2M | $515.8M |
| 毛利率 | 1.9% | — |
| 营业利润率 | -9.4% | — |
| 净利率 | -8.6% | 23.5% |
| 营收同比 | -0.4% | -36.8% |
| 净利润同比 | -1517.8% | 72.6% |
| 每股收益(稀释后) | $-1.25 | $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
OLN
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润
OLN
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-143.2M | $760.5M | ||
| Q3 25 | $43.7M | $916.5M | ||
| Q2 25 | $-2.8M | $835.4M | ||
| Q1 25 | $1.2M | $170.0M | ||
| Q4 24 | $10.1M | $-189.7M | ||
| Q3 24 | $-25.2M | $1.2B | ||
| Q2 24 | $72.3M | $503.9M |
毛利率
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.9% | — | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 7.9% | — | ||
| Q1 25 | 9.0% | — | ||
| Q4 24 | 9.4% | — | ||
| Q3 24 | 8.5% | — | ||
| Q2 24 | 14.5% | — |
营业利润率
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | -9.4% | 42.5% | ||
| Q3 25 | 4.8% | 46.3% | ||
| Q2 25 | 2.0% | 41.8% | ||
| Q1 25 | 2.7% | -2.0% | ||
| Q4 24 | 2.8% | -3.6% | ||
| Q3 24 | 1.0% | 43.7% | ||
| Q2 24 | 8.3% | 25.0% |
净利率
OLN
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -8.6% | 25.6% | ||
| Q3 25 | 2.6% | 28.7% | ||
| Q2 25 | -0.2% | 26.1% | ||
| Q1 25 | 0.1% | 4.9% | ||
| Q4 24 | 0.6% | -8.3% | ||
| Q3 24 | -1.6% | 29.8% | ||
| Q2 24 | 4.4% | 17.8% |
每股收益(稀释后)
OLN
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-1.25 | $16.16 | ||
| Q3 25 | $0.37 | $19.40 | ||
| Q2 25 | $-0.01 | $17.20 | ||
| Q1 25 | $0.01 | $3.27 | ||
| Q4 24 | $0.10 | $-3.76 | ||
| Q3 24 | $-0.21 | $22.62 | ||
| Q2 24 | $0.62 | $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 | $167.6M | $1.6B |
| 总债务越低越好 | $2.8B | — |
| 股东权益账面价值 | $1.8B | $4.3B |
| 总资产 | $7.3B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.55× | — |
8季度趋势,按日历期对齐
现金及短期投资
OLN
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $167.6M | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $175.6M | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | $2.8B | $2.3B | ||
| Q3 25 | $3.0B | $2.2B | ||
| Q2 25 | $3.0B | $2.3B | ||
| Q1 25 | $3.0B | $2.8B | ||
| Q4 24 | $2.7B | $1.9B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.8B | $2.0B |
股东权益
OLN
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.8B | $11.6B | ||
| Q3 25 | $2.0B | $11.5B | ||
| Q2 25 | $2.0B | $10.8B | ||
| Q1 25 | $2.0B | $10.3B | ||
| Q4 24 | $2.0B | $10.6B | ||
| Q3 24 | $2.1B | $11.2B | ||
| Q2 24 | $2.1B | $10.2B |
总资产
OLN
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.3B | $53.8B | ||
| Q3 25 | $7.6B | $54.5B | ||
| Q2 25 | $7.7B | $54.7B | ||
| Q1 25 | $7.7B | $53.6B | ||
| Q4 24 | $7.6B | $50.7B | ||
| Q3 24 | $7.5B | $52.8B | ||
| Q2 24 | $7.7B | $51.6B |
负债/权益比
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.55× | 0.20× | ||
| Q3 25 | 1.52× | 0.19× | ||
| Q2 25 | 1.52× | 0.21× | ||
| Q1 25 | 1.50× | 0.27× | ||
| Q4 24 | 1.34× | 0.18× | ||
| Q3 24 | 1.34× | 0.17× | ||
| Q2 24 | 1.31× | 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 | $321.2M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 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 | — | — |
8季度趋势,按日历期对齐
经营现金流
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | $321.2M | $483.0M | ||
| Q3 25 | $26.7M | $1.6B | ||
| Q2 25 | $212.3M | $1.5B | ||
| Q1 25 | $-86.0M | $157.8M | ||
| Q4 24 | $141.7M | $778.9M | ||
| Q3 24 | $189.9M | $1.5B | ||
| Q2 24 | $90.6M | $1.2B |
自由现金流
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $-44.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $-147.4M | — | ||
| Q4 24 | $90.7M | — | ||
| Q3 24 | $146.6M | — | ||
| Q2 24 | $34.1M | — |
自由现金流率
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | -2.6% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -9.0% | — | ||
| Q4 24 | 5.4% | — | ||
| Q3 24 | 9.2% | — | ||
| Q2 24 | 2.1% | — |
资本支出强度
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 4.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | 3.1% | — | ||
| Q3 24 | 2.7% | — | ||
| Q2 24 | 3.4% | — |
现金转化率
OLN
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 0.61× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | -71.67× | 0.93× | ||
| Q4 24 | 14.03× | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 1.25× | 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
OLN
| Chlorinechlorinederivativesandothercoproducts | $456.2M | 27% |
| Causticsoda | $400.2M | 24% |
| Militaryandlawenforcement | $304.6M | 18% |
| Epoxyresins | $194.9M | 12% |
| Aromaticsandallylics | $164.4M | 10% |
| Commercial | $144.8M | 9% |
RNR
暂无分部数据