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豪士科（OSK）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
豪士科的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.7B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 5.0%，领先18.5%），豪士科同比增速更快（3.5% vs -36.8%），过去两年豪士科的营收复合增速更高（2.8% vs -11.9%）
豪士科（原称豪士科卡车）是美国知名工业企业，主营特种卡车、军用车辆、机场消防设备、高空作业设备等产品的设计与制造。旗下拥有威斯康星州的消防车制造商Pierce Manufacturing，以及生产各类升降作业设备的JLG工业公司。
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。
OSK vs RNR — 直观对比
营收规模更大
OSK
是对方的1.2倍
$2.2B
营收增速更快
OSK
高出40.2%
-36.8%
净利率更高
RNR
高出18.5%
5.0%
两年增速更快
OSK
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $133.8M | $515.8M |
| 毛利率 | 15.8% | — |
| 营业利润率 | 7.9% | — |
| 净利率 | 5.0% | 23.5% |
| 营收同比 | 3.5% | -36.8% |
| 净利润同比 | -12.6% | 72.6% |
| 每股收益（稀释后） | — | $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OSKRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.3B | $3.5B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.7B | $4.0B | ||
| Q2 24 | $2.8B | $2.8B |
净利润OSKRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $133.8M | $760.5M | ||
| Q3 25 | $196.2M | $916.5M | ||
| Q2 25 | $204.8M | $835.4M | ||
| Q1 25 | $112.2M | $170.0M | ||
| Q4 24 | $153.1M | $-189.7M | ||
| Q3 24 | $180.3M | $1.2B | ||
| Q2 24 | $168.6M | $503.9M |
毛利率OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | 15.8% | — | ||
| Q3 25 | 17.5% | — | ||
| Q2 25 | 19.2% | — | ||
| Q1 25 | 17.3% | — | ||
| Q4 24 | 17.2% | — | ||
| Q3 24 | 18.5% | — | ||
| Q2 24 | 19.2% | — |
营业利润率OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 42.5% | ||
| Q3 25 | 9.7% | 46.3% | ||
| Q2 25 | 10.7% | 41.8% | ||
| Q1 25 | 7.6% | -2.0% | ||
| Q4 24 | 8.6% | -3.6% | ||
| Q3 24 | 9.7% | 43.7% | ||
| Q2 24 | 9.2% | 25.0% |
净利率OSKRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 5.0% | 25.6% | ||
| Q3 25 | 7.3% | 28.7% | ||
| Q2 25 | 7.5% | 26.1% | ||
| Q1 25 | 4.9% | 4.9% | ||
| Q4 24 | 5.9% | -8.3% | ||
| Q3 24 | 6.6% | 29.8% | ||
| Q2 24 | 5.9% | 17.8% |
每股收益（稀释后）OSKRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | — | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $479.8M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.5B | $4.3B |
| 总资产 | $10.1B | $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OSKRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $479.8M | $1.7B | ||
| Q3 25 | $211.8M | $1.7B | ||
| Q2 25 | $191.7M | $1.4B | ||
| Q1 25 | $210.3M | $1.6B | ||
| Q4 24 | $204.9M | $1.7B | ||
| Q3 24 | $160.9M | $1.6B | ||
| Q2 24 | $141.4M | $1.6B |
总债务OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $602.3M | $1.9B | ||
| Q2 24 | $599.1M | $2.0B |
股东权益OSKRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.5B | $11.6B | ||
| Q3 25 | $4.5B | $11.5B | ||
| Q2 25 | $4.5B | $10.8B | ||
| Q1 25 | $4.2B | $10.3B | ||
| Q4 24 | $4.2B | $10.6B | ||
| Q3 24 | $4.1B | $11.2B | ||
| Q2 24 | $3.9B | $10.2B |
总资产OSKRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $10.1B | $53.8B | ||
| Q3 25 | $9.8B | $54.5B | ||
| Q2 25 | $10.0B | $54.7B | ||
| Q1 25 | $9.8B | $53.6B | ||
| Q4 24 | $9.4B | $50.7B | ||
| Q3 24 | $9.9B | $52.8B | ||
| Q2 24 | $9.7B | $51.6B |
负债/权益比OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 0.15× | 0.17× | ||
| Q2 24 | 0.15× | 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 | $600.1M | — |
| 自由现金流经营现金流 - 资本支出 | $540.3M | — |
| 自由现金流率自由现金流/营收 | 20.1% | — |
| 资本支出强度资本支出/营收 | 2.2% | — |
| 现金转化率经营现金流/净利润 | 4.49× | — |
| 过去12个月自由现金流最近4个季度 | $618.0M | — |
8季度趋势，按日历期对齐
经营现金流OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | $600.1M | $483.0M | ||
| Q3 25 | $489.0M | $1.6B | ||
| Q2 25 | $89.2M | $1.5B | ||
| Q1 25 | $-394.9M | $157.8M | ||
| Q4 24 | $790.8M | $778.9M | ||
| Q3 24 | $326.1M | $1.5B | ||
| Q2 24 | $-211.0M | $1.2B |
自由现金流OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | $540.3M | — | ||
| Q3 25 | $464.3M | — | ||
| Q2 25 | $48.6M | — | ||
| Q1 25 | $-435.2M | — | ||
| Q4 24 | $703.3M | — | ||
| Q3 24 | $272.2M | — | ||
| Q2 24 | $-250.5M | — |
自由现金流率OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | 20.1% | — | ||
| Q3 25 | 17.3% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | -18.8% | — | ||
| Q4 24 | 27.1% | — | ||
| Q3 24 | 9.9% | — | ||
| Q2 24 | -8.8% | — |
资本支出强度OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.2% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 3.4% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 1.4% | — |
现金转化率OSKRNR
| Q1 26 | — | — | ||
| Q4 25 | 4.49× | 0.64× | ||
| Q3 25 | 2.49× | 1.73× | ||
| Q2 25 | 0.44× | 1.76× | ||
| Q1 25 | -3.52× | 0.93× | ||
| Q4 24 | 5.17× | — | ||
| Q3 24 | 1.81× | 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
OSK
| Vocational Segment | $922.4M | 34% |
| Aerial Works Platforms | $548.6M | 20% |
| Other Access Equipment | $311.8M | 12% |
| Telehandlers | $311.2M | 12% |
| Airport Products | $252.7M | 9% |
| Delivery Vehicles | $165.0M | 6% |
| Other Vocational | $130.7M | 5% |
| Transferred Over Time | $23.5M | 1% |
RNR
暂无分部数据
