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通用电气医疗(OPCH)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的季度营收约是通用电气医疗的1.5倍($2.2B vs $1.5B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 4.0%,领先19.5%),通用电气医疗同比增速更快(8.8% vs -36.8%),过去两年通用电气医疗的营收复合增速更高(13.1% vs -11.9%)
通用电气医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业,旗下设四大业务板块:医学影像(含分子成像、CT、磁共振、女性健康筛查及X线设备)、超声、患者护理解决方案(覆盖远程患者监测、麻醉呼吸护理、心脏病诊断、婴儿护理等)及制药相关业务。
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。
OPCH vs RNR — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
OPCH
高出45.6%
-36.8%
净利率更高
RNR
高出19.5%
4.0%
两年增速更快
OPCH
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $58.5M | $515.8M |
| 毛利率 | 19.3% | — |
| 营业利润率 | 6.2% | — |
| 净利率 | 4.0% | 23.5% |
| 营收同比 | 8.8% | -36.8% |
| 净利润同比 | -2.7% | 72.6% |
| 每股收益(稀释后) | $0.37 | $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
OPCH
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.5B | $3.0B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.4B | $3.2B | ||
| Q1 25 | $1.3B | $3.5B | ||
| Q4 24 | $1.3B | $2.3B | ||
| Q3 24 | $1.3B | $4.0B | ||
| Q2 24 | $1.2B | $2.8B |
净利润
OPCH
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $58.5M | $760.5M | ||
| Q3 25 | $51.8M | $916.5M | ||
| Q2 25 | $50.5M | $835.4M | ||
| Q1 25 | $46.7M | $170.0M | ||
| Q4 24 | $60.1M | $-189.7M | ||
| Q3 24 | $53.9M | $1.2B | ||
| Q2 24 | $53.0M | $503.9M |
毛利率
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | — | ||
| Q3 25 | 19.0% | — | ||
| Q2 25 | 19.0% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 21.3% | — | ||
| Q3 24 | 20.1% | — | ||
| Q2 24 | 20.3% | — |
营业利润率
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 42.5% | ||
| Q3 25 | 5.9% | 46.3% | ||
| Q2 25 | 5.8% | 41.8% | ||
| Q1 25 | 5.9% | -2.0% | ||
| Q4 24 | 6.9% | -3.6% | ||
| Q3 24 | 6.7% | 43.7% | ||
| Q2 24 | 6.6% | 25.0% |
净利率
OPCH
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.0% | 25.6% | ||
| Q3 25 | 3.6% | 28.7% | ||
| Q2 25 | 3.6% | 26.1% | ||
| Q1 25 | 3.5% | 4.9% | ||
| Q4 24 | 4.8% | -8.3% | ||
| Q3 24 | 4.2% | 29.8% | ||
| Q2 24 | 4.3% | 17.8% |
每股收益(稀释后)
OPCH
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.37 | $16.16 | ||
| Q3 25 | $0.32 | $19.40 | ||
| Q2 25 | $0.31 | $17.20 | ||
| Q1 25 | $0.28 | $3.27 | ||
| Q4 24 | $0.36 | $-3.76 | ||
| Q3 24 | $0.31 | $22.62 | ||
| Q2 24 | $0.30 | $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 | $232.6M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.3B | $4.3B |
| 总资产 | $3.5B | $53.7B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
OPCH
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $232.6M | $1.7B | ||
| Q3 25 | $309.8M | $1.7B | ||
| Q2 25 | $198.8M | $1.4B | ||
| Q1 25 | $171.4M | $1.6B | ||
| Q4 24 | $412.6M | $1.7B | ||
| Q3 24 | $483.0M | $1.6B | ||
| Q2 24 | $376.9M | $1.6B |
总债务
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.3B | ||
| Q1 25 | $1.1B | $2.8B | ||
| Q4 24 | $1.1B | $1.9B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $1.1B | $2.0B |
股东权益
OPCH
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.3B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.4B | $10.8B | ||
| Q1 25 | $1.4B | $10.3B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.4B | $11.2B | ||
| Q2 24 | $1.4B | $10.2B |
总资产
OPCH
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $3.5B | $53.8B | ||
| Q3 25 | $3.5B | $54.5B | ||
| Q2 25 | $3.4B | $54.7B | ||
| Q1 25 | $3.3B | $53.6B | ||
| Q4 24 | $3.4B | $50.7B | ||
| Q3 24 | $3.4B | $52.8B | ||
| Q2 24 | $3.3B | $51.6B |
负债/权益比
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.86× | 0.19× | ||
| Q2 25 | 0.82× | 0.21× | ||
| Q1 25 | 0.82× | 0.27× | ||
| Q4 24 | 0.79× | 0.18× | ||
| Q3 24 | 0.78× | 0.17× | ||
| Q2 24 | 0.79× | 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 | $258.4M | — |
| 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 | 4.42× | — |
| 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
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | $258.4M | $483.0M | ||
| Q3 25 | $139.4M | $1.6B | ||
| Q2 25 | $90.3M | $1.5B | ||
| Q1 25 | $-7.2M | $157.8M | ||
| Q4 24 | $36.1M | $778.9M | ||
| Q3 24 | $160.4M | $1.5B | ||
| Q2 24 | $195.7M | $1.2B |
自由现金流
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $130.2M | — | ||
| Q2 25 | $81.2M | — | ||
| Q1 25 | $-16.6M | — | ||
| Q4 24 | $25.8M | — | ||
| Q3 24 | $150.7M | — | ||
| Q2 24 | $185.9M | — |
自由现金流率
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 9.1% | — | ||
| Q2 25 | 5.7% | — | ||
| Q1 25 | -1.2% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 11.8% | — | ||
| Q2 24 | 15.1% | — |
资本支出强度
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.8% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — |
现金转化率
OPCH
RNR
| Q1 26 | — | — | ||
| Q4 25 | 4.42× | 0.64× | ||
| Q3 25 | 2.69× | 1.73× | ||
| Q2 25 | 1.79× | 1.76× | ||
| Q1 25 | -0.15× | 0.93× | ||
| Q4 24 | 0.60× | — | ||
| Q3 24 | 2.98× | 1.26× | ||
| Q2 24 | 3.69× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图