vs
西方石油（OXY）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的季度营收约是西方石油的1.3倍（$2.2B vs $1.7B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 6.9%，领先16.6%），RENAISSANCERE HOLDINGS LTD同比增速更快（-36.8% vs -75.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -50.4%）
西方石油是一家美国能源企业，核心业务覆盖美国及中东地区的油气勘探，以及美国、加拿大、智利的石化产品制造。公司注册于特拉华州，总部位于休斯顿，2021年分别位列财富500强第183位、福布斯全球企业2000强第670位。
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。
OXY 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
RNR
高出39.1%
-75.8%
净利率更高
RNR
高出16.6%
6.9%
两年增速更快
RNR
近两年复合增速
-50.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $114.0M | $515.8M |
| 毛利率 | — | — |
| 营业利润率 | -6.5% | — |
| 净利率 | 6.9% | 23.5% |
| 营收同比 | -75.8% | -36.8% |
| 净利润同比 | 195.0% | 72.6% |
| 每股收益（稀释后） | $-0.07 | $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OXYRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.7B | $3.0B | ||
| Q3 25 | $6.7B | $3.2B | ||
| Q2 25 | $6.3B | $3.2B | ||
| Q1 25 | $6.9B | $3.5B | ||
| Q4 24 | $6.9B | $2.3B | ||
| Q3 24 | $7.0B | $4.0B | ||
| Q2 24 | $6.8B | $2.8B |
净利润OXYRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $114.0M | $760.5M | ||
| Q3 25 | $842.0M | $916.5M | ||
| Q2 25 | $468.0M | $835.4M | ||
| Q1 25 | $945.0M | $170.0M | ||
| Q4 24 | $-120.0M | $-189.7M | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.2B | $503.9M |
毛利率OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 87.8% | — | ||
| Q2 25 | 86.6% | — | ||
| Q1 25 | 88.4% | — | ||
| Q4 24 | 89.0% | — | ||
| Q3 24 | 88.5% | — | ||
| Q2 24 | 87.9% | — |
营业利润率OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | -6.5% | 42.5% | ||
| Q3 25 | 17.4% | 46.3% | ||
| Q2 25 | 11.7% | 41.8% | ||
| Q1 25 | 19.3% | -2.0% | ||
| Q4 24 | -2.5% | -3.6% | ||
| Q3 24 | 22.7% | 43.7% | ||
| Q2 24 | 24.0% | 25.0% |
净利率OXYRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 6.9% | 25.6% | ||
| Q3 25 | 12.6% | 28.7% | ||
| Q2 25 | 7.4% | 26.1% | ||
| Q1 25 | 13.7% | 4.9% | ||
| Q4 24 | -1.7% | -8.3% | ||
| Q3 24 | 16.2% | 29.8% | ||
| Q2 24 | 17.2% | 17.8% |
每股收益（稀释后）OXYRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-0.07 | $16.16 | ||
| Q3 25 | $0.65 | $19.40 | ||
| Q2 25 | $0.26 | $17.20 | ||
| Q1 25 | $0.77 | $3.27 | ||
| Q4 24 | $-0.32 | $-3.76 | ||
| Q3 24 | $0.98 | $22.62 | ||
| Q2 24 | $1.03 | $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 | $2.0B | $1.6B |
| 总债务越低越好 | $20.6B | — |
| 股东权益账面价值 | $36.0B | $4.3B |
| 总资产 | $84.2B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.57× | — |
8季度趋势，按日历期对齐
现金及短期投资OXYRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.3B | $1.4B | ||
| Q1 25 | $2.6B | $1.6B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $1.8B | $1.6B | ||
| Q2 24 | $1.8B | $1.6B |
总债务OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | $20.6B | $2.3B | ||
| Q3 25 | $20.8B | $2.2B | ||
| Q2 25 | $23.3B | $2.3B | ||
| Q1 25 | $24.0B | $2.8B | ||
| Q4 24 | $25.0B | $1.9B | ||
| Q3 24 | $25.5B | $1.9B | ||
| Q2 24 | $18.4B | $2.0B |
股东权益OXYRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $36.0B | $11.6B | ||
| Q3 25 | $36.3B | $11.5B | ||
| Q2 25 | $35.7B | $10.8B | ||
| Q1 25 | $34.7B | $10.3B | ||
| Q4 24 | $34.2B | $10.6B | ||
| Q3 24 | $34.7B | $11.2B | ||
| Q2 24 | $32.1B | $10.2B |
总资产OXYRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $84.2B | $53.8B | ||
| Q3 25 | $83.5B | $54.5B | ||
| Q2 25 | $84.4B | $54.7B | ||
| Q1 25 | $85.0B | $53.6B | ||
| Q4 24 | $85.4B | $50.7B | ||
| Q3 24 | $85.8B | $52.8B | ||
| Q2 24 | $76.2B | $51.6B |
负债/权益比OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 0.20× | ||
| Q3 25 | 0.57× | 0.19× | ||
| Q2 25 | 0.65× | 0.21× | ||
| Q1 25 | 0.69× | 0.27× | ||
| Q4 24 | 0.73× | 0.18× | ||
| Q3 24 | 0.73× | 0.17× | ||
| Q2 24 | 0.57× | 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 | $2.6B | — |
| 自由现金流经营现金流 - 资本支出 | $1.9B | — |
| 自由现金流率自由现金流/营收 | 113.4% | — |
| 资本支出强度资本支出/营收 | 45.4% | — |
| 现金转化率经营现金流/净利润 | 23.11× | — |
| 过去12个月自由现金流最近4个季度 | $4.1B | — |
8季度趋势，按日历期对齐
经营现金流OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $483.0M | ||
| Q3 25 | $2.8B | $1.6B | ||
| Q2 25 | $3.0B | $1.5B | ||
| Q1 25 | $2.1B | $157.8M | ||
| Q4 24 | $3.4B | $778.9M | ||
| Q3 24 | $3.7B | $1.5B | ||
| Q2 24 | $2.4B | $1.2B |
自由现金流OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | $1.9B | — | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | $962.0M | — | ||
| Q1 25 | $240.0M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $623.0M | — |
自由现金流率OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | 113.4% | — | ||
| Q3 25 | 15.3% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 3.5% | — | ||
| Q4 24 | 23.0% | — | ||
| Q3 24 | 28.5% | — | ||
| Q2 24 | 9.2% | — |
资本支出强度OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | 45.4% | — | ||
| Q3 25 | 26.5% | — | ||
| Q2 25 | 31.6% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 26.0% | — | ||
| Q3 24 | 24.0% | — | ||
| Q2 24 | 26.0% | — |
现金转化率OXYRNR
| Q1 26 | — | — | ||
| Q4 25 | 23.11× | 0.64× | ||
| Q3 25 | 3.31× | 1.73× | ||
| Q2 25 | 6.32× | 1.76× | ||
| Q1 25 | 2.27× | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | 3.23× | 1.26× | ||
| Q2 24 | 2.05× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
