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帕兰提尔科技（PLTR）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的季度营收约是帕兰提尔科技的1.6倍（$2.2B vs $1.4B），帕兰提尔科技净利率更高（43.3% vs 23.5%，领先19.8%），帕兰提尔科技同比增速更快（70.0% vs -36.8%），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs -11.9%）
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
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。
PLTR vs RNR — 直观对比
营收规模更大
RNR
是对方的1.6倍
$1.4B
营收增速更快
PLTR
高出106.8%
-36.8%
净利率更高
PLTR
高出19.8%
23.5%
两年增速更快
PLTR
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $608.7M | $515.8M |
| 毛利率 | 84.6% | — |
| 营业利润率 | 40.9% | — |
| 净利率 | 43.3% | 23.5% |
| 营收同比 | 70.0% | -36.8% |
| 净利润同比 | 670.4% | 72.6% |
| 每股收益（稀释后） | $0.24 | $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PLTRRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.4B | $3.0B | ||
| Q3 25 | $1.2B | $3.2B | ||
| Q2 25 | $1.0B | $3.2B | ||
| Q1 25 | $883.9M | $3.5B | ||
| Q4 24 | $827.5M | $2.3B | ||
| Q3 24 | $725.5M | $4.0B | ||
| Q2 24 | $678.1M | $2.8B |
净利润PLTRRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $608.7M | $760.5M | ||
| Q3 25 | $475.6M | $916.5M | ||
| Q2 25 | $326.7M | $835.4M | ||
| Q1 25 | $214.0M | $170.0M | ||
| Q4 24 | $79.0M | $-189.7M | ||
| Q3 24 | $143.5M | $1.2B | ||
| Q2 24 | $134.1M | $503.9M |
毛利率PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | 84.6% | — | ||
| Q3 25 | 82.4% | — | ||
| Q2 25 | 80.8% | — | ||
| Q1 25 | 80.4% | — | ||
| Q4 24 | 78.9% | — | ||
| Q3 24 | 79.8% | — | ||
| Q2 24 | 81.0% | — |
营业利润率PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | 40.9% | 42.5% | ||
| Q3 25 | 33.3% | 46.3% | ||
| Q2 25 | 26.8% | 41.8% | ||
| Q1 25 | 19.9% | -2.0% | ||
| Q4 24 | 1.3% | -3.6% | ||
| Q3 24 | 15.6% | 43.7% | ||
| Q2 24 | 15.5% | 25.0% |
净利率PLTRRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 43.3% | 25.6% | ||
| Q3 25 | 40.3% | 28.7% | ||
| Q2 25 | 32.6% | 26.1% | ||
| Q1 25 | 24.2% | 4.9% | ||
| Q4 24 | 9.5% | -8.3% | ||
| Q3 24 | 19.8% | 29.8% | ||
| Q2 24 | 19.8% | 17.8% |
每股收益（稀释后）PLTRRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.24 | $16.16 | ||
| Q3 25 | $0.18 | $19.40 | ||
| Q2 25 | $0.13 | $17.20 | ||
| Q1 25 | $0.08 | $3.27 | ||
| Q4 24 | $0.03 | $-3.76 | ||
| Q3 24 | $0.06 | $22.62 | ||
| Q2 24 | $0.06 | $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 | $7.2B | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $4.3B |
| 总资产 | $8.9B | $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PLTRRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $7.2B | $1.7B | ||
| Q3 25 | $6.4B | $1.7B | ||
| Q2 25 | $6.0B | $1.4B | ||
| Q1 25 | $5.4B | $1.6B | ||
| Q4 24 | $5.2B | $1.7B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $4.0B | $1.6B |
总债务PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益PLTRRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $7.4B | $11.6B | ||
| Q3 25 | $6.6B | $11.5B | ||
| Q2 25 | $5.9B | $10.8B | ||
| Q1 25 | $5.4B | $10.3B | ||
| Q4 24 | $5.0B | $10.6B | ||
| Q3 24 | $4.5B | $11.2B | ||
| Q2 24 | $4.1B | $10.2B |
总资产PLTRRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.9B | $53.8B | ||
| Q3 25 | $8.1B | $54.5B | ||
| Q2 25 | $7.4B | $54.7B | ||
| Q1 25 | $6.7B | $53.6B | ||
| Q4 24 | $6.3B | $50.7B | ||
| Q3 24 | $5.8B | $52.8B | ||
| Q2 24 | $5.2B | $51.6B |
负债/权益比PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 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 | $777.3M | — |
| 自由现金流经营现金流 - 资本支出 | $764.0M | — |
| 自由现金流率自由现金流/营收 | 54.3% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $2.1B | — |
8季度趋势，按日历期对齐
经营现金流PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | $777.3M | $483.0M | ||
| Q3 25 | $507.7M | $1.6B | ||
| Q2 25 | $539.3M | $1.5B | ||
| Q1 25 | $310.3M | $157.8M | ||
| Q4 24 | $460.3M | $778.9M | ||
| Q3 24 | $419.8M | $1.5B | ||
| Q2 24 | $144.2M | $1.2B |
自由现金流PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | $764.0M | — | ||
| Q3 25 | $500.9M | — | ||
| Q2 25 | $531.6M | — | ||
| Q1 25 | $304.1M | — | ||
| Q4 24 | $457.2M | — | ||
| Q3 24 | $415.8M | — | ||
| Q2 24 | $141.3M | — |
自由现金流率PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | 54.3% | — | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 53.0% | — | ||
| Q1 25 | 34.4% | — | ||
| Q4 24 | 55.3% | — | ||
| Q3 24 | 57.3% | — | ||
| Q2 24 | 20.8% | — |
资本支出强度PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — |
现金转化率PLTRRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | 0.64× | ||
| Q3 25 | 1.07× | 1.73× | ||
| Q2 25 | 1.65× | 1.76× | ||
| Q1 25 | 1.45× | 0.93× | ||
| Q4 24 | 5.83× | — | ||
| Q3 24 | 2.92× | 1.26× | ||
| Q2 24 | 1.08× | 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
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
RNR
暂无分部数据
