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Packaging Corporation of America(PKG)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
Packaging Corporation of America的季度营收约是RENAISSANCERE HOLDINGS LTD的1.1倍($2.4B vs $2.2B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 7.2%,领先16.3%),Packaging Corporation of America同比增速更快(10.6% vs -36.8%),过去两年Packaging Corporation of America的营收复合增速更高(6.8% vs -11.9%)
Packaging Corporation of America是总部位于美国伊利诺伊州莱克福里斯特的制造企业,业务主要布局于美国本土,当前拥有约15500名员工,首席执行官为Mark W. Kowlzan。
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。
PKG vs RNR — 直观对比
营收规模更大
PKG
是对方的1.1倍
$2.2B
营收增速更快
PKG
高出47.3%
-36.8%
净利率更高
RNR
高出16.3%
7.2%
两年增速更快
PKG
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $2.4B | $2.2B |
| 净利润 | $170.9M | $515.8M |
| 毛利率 | 19.1% | — |
| 营业利润率 | 10.6% | — |
| 净利率 | 7.2% | 23.5% |
| 营收同比 | 10.6% | -36.8% |
| 净利润同比 | -16.1% | 72.6% |
| 每股收益(稀释后) | $1.91 | $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
PKG
RNR
| Q1 26 | $2.4B | $2.2B | ||
| Q4 25 | $2.4B | $3.0B | ||
| Q3 25 | $2.3B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.1B | $2.3B | ||
| Q3 24 | $2.2B | $4.0B | ||
| Q2 24 | $2.1B | $2.8B |
净利润
PKG
RNR
| Q1 26 | $170.9M | $515.8M | ||
| Q4 25 | $101.9M | $760.5M | ||
| Q3 25 | $226.9M | $916.5M | ||
| Q2 25 | $241.5M | $835.4M | ||
| Q1 25 | $203.8M | $170.0M | ||
| Q4 24 | $221.2M | $-189.7M | ||
| Q3 24 | $238.1M | $1.2B | ||
| Q2 24 | $198.9M | $503.9M |
毛利率
PKG
RNR
| Q1 26 | 19.1% | — | ||
| Q4 25 | 18.9% | — | ||
| Q3 25 | 21.8% | — | ||
| Q2 25 | 22.2% | — | ||
| Q1 25 | 21.2% | — | ||
| Q4 24 | 21.9% | — | ||
| Q3 24 | 23.1% | — | ||
| Q2 24 | 21.1% | — |
营业利润率
PKG
RNR
| Q1 26 | 10.6% | — | ||
| Q4 25 | 7.1% | 42.5% | ||
| Q3 25 | 14.0% | 46.3% | ||
| Q2 25 | 15.4% | 41.8% | ||
| Q1 25 | 13.1% | -2.0% | ||
| Q4 24 | 14.1% | -3.6% | ||
| Q3 24 | 15.0% | 43.7% | ||
| Q2 24 | 13.3% | 25.0% |
净利率
PKG
RNR
| Q1 26 | 7.2% | 23.5% | ||
| Q4 25 | 4.3% | 25.6% | ||
| Q3 25 | 9.8% | 28.7% | ||
| Q2 25 | 11.1% | 26.1% | ||
| Q1 25 | 9.5% | 4.9% | ||
| Q4 24 | 10.3% | -8.3% | ||
| Q3 24 | 10.9% | 29.8% | ||
| Q2 24 | 9.6% | 17.8% |
每股收益(稀释后)
PKG
RNR
| Q1 26 | $1.91 | $6.57 | ||
| Q4 25 | $1.14 | $16.16 | ||
| Q3 25 | $2.51 | $19.40 | ||
| Q2 25 | $2.67 | $17.20 | ||
| Q1 25 | $2.26 | $3.27 | ||
| Q4 24 | $2.45 | $-3.76 | ||
| Q3 24 | $2.64 | $22.62 | ||
| Q2 24 | $2.21 | $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 | — | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | — | $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
PKG
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $529.0M | $1.7B | ||
| Q3 25 | $634.0M | $1.7B | ||
| Q2 25 | $787.9M | $1.4B | ||
| Q1 25 | $751.7M | $1.6B | ||
| Q4 24 | $685.0M | $1.7B | ||
| Q3 24 | $676.6M | $1.6B | ||
| Q2 24 | $613.6M | $1.6B |
总债务
PKG
RNR
| Q1 26 | — | — | ||
| Q4 25 | $4.0B | $2.3B | ||
| Q3 25 | $4.0B | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益
PKG
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.6B | $11.6B | ||
| Q3 25 | $4.8B | $11.5B | ||
| Q2 25 | $4.6B | $10.8B | ||
| Q1 25 | $4.5B | $10.3B | ||
| Q4 24 | $4.4B | $10.6B | ||
| Q3 24 | $4.3B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
总资产
PKG
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $10.7B | $53.8B | ||
| Q3 25 | $11.0B | $54.5B | ||
| Q2 25 | $9.0B | $54.7B | ||
| Q1 25 | $9.0B | $53.6B | ||
| Q4 24 | $8.8B | $50.7B | ||
| Q3 24 | $8.8B | $52.8B | ||
| Q2 24 | $9.0B | $51.6B |
负债/权益比
PKG
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.87× | 0.20× | ||
| Q3 25 | 0.84× | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | 0.57× | 0.18× | ||
| Q3 24 | 0.58× | 0.17× | ||
| Q2 24 | — | 0.19× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图