vs
Pool Corporation（POOL）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Pool Corporation的1.9倍（$2.2B vs $1.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.7%，领先18.8%），Pool Corporation同比增速更快（6.2% vs -36.8%），过去两年RENAISSANCERE HOLDINGS LTD的营收复合增速更高（-11.9% vs -19.8%）
Pool Corporation（简称POOLCORP）是全球最大的游泳池用品、设备及机械分销商，注册地为美国特拉华州，总部位于路易斯安那州卡温顿。公司在北美、欧洲、澳大利亚运营439个销售中心，服务约12.5万客户，过半收入来自美国加州、得州、佛罗里达及亚利桑那市场，受益于人口向温暖气候区迁移的趋势。
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。
POOL vs RNR — 直观对比
营收规模更大
RNR
是对方的1.9倍
$1.1B
营收增速更快
POOL
高出43.0%
-36.8%
净利率更高
RNR
高出18.8%
4.7%
两年增速更快
RNR
近两年复合增速
-19.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $2.2B |
| 净利润 | $53.2M | $515.8M |
| 毛利率 | 29.0% | — |
| 营业利润率 | 7.3% | — |
| 净利率 | 4.7% | 23.5% |
| 营收同比 | 6.2% | -36.8% |
| 净利润同比 | -0.6% | 72.6% |
| 每股收益（稀释后） | $1.45 | $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POOLRNR
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $982.2M | $3.0B | ||
| Q3 25 | $1.5B | $3.2B | ||
| Q2 25 | $1.8B | $3.2B | ||
| Q1 25 | $1.1B | $3.5B | ||
| Q4 24 | $987.5M | $2.3B | ||
| Q3 24 | $1.4B | $4.0B | ||
| Q2 24 | $1.8B | $2.8B |
净利润POOLRNR
| Q1 26 | $53.2M | $515.8M | ||
| Q4 25 | $31.6M | $760.5M | ||
| Q3 25 | $127.0M | $916.5M | ||
| Q2 25 | $194.3M | $835.4M | ||
| Q1 25 | $53.5M | $170.0M | ||
| Q4 24 | $37.3M | $-189.7M | ||
| Q3 24 | $125.7M | $1.2B | ||
| Q2 24 | $192.4M | $503.9M |
毛利率POOLRNR
| Q1 26 | 29.0% | — | ||
| Q4 25 | 30.1% | — | ||
| Q3 25 | 29.6% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 29.2% | — | ||
| Q4 24 | 29.4% | — | ||
| Q3 24 | 29.1% | — | ||
| Q2 24 | 30.0% | — |
营业利润率POOLRNR
| Q1 26 | 7.3% | — | ||
| Q4 25 | 5.3% | 42.5% | ||
| Q3 25 | 12.3% | 46.3% | ||
| Q2 25 | 15.3% | 41.8% | ||
| Q1 25 | 7.2% | -2.0% | ||
| Q4 24 | 6.1% | -3.6% | ||
| Q3 24 | 12.3% | 43.7% | ||
| Q2 24 | 15.3% | 25.0% |
净利率POOLRNR
| Q1 26 | 4.7% | 23.5% | ||
| Q4 25 | 3.2% | 25.6% | ||
| Q3 25 | 8.8% | 28.7% | ||
| Q2 25 | 10.9% | 26.1% | ||
| Q1 25 | 5.0% | 4.9% | ||
| Q4 24 | 3.8% | -8.3% | ||
| Q3 24 | 8.8% | 29.8% | ||
| Q2 24 | 10.9% | 17.8% |
每股收益（稀释后）POOLRNR
| Q1 26 | $1.45 | $6.57 | ||
| Q4 25 | $0.86 | $16.16 | ||
| Q3 25 | $3.40 | $19.40 | ||
| Q2 25 | $5.17 | $17.20 | ||
| Q1 25 | $1.42 | $3.27 | ||
| Q4 24 | $1.00 | $-3.76 | ||
| Q3 24 | $3.27 | $22.62 | ||
| Q2 24 | $4.99 | $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 | $64.5M | $1.6B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | — | $4.3B |
| 总资产 | $4.0B | $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POOLRNR
| Q1 26 | $64.5M | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $1.7B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务POOLRNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $1.2B | $2.3B | ||
| Q1 25 | $968.0M | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | $879.1M | $1.9B | ||
| Q2 24 | $1.1B | $2.0B |
股东权益POOLRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.2B | $11.6B | ||
| Q3 25 | $1.4B | $11.5B | ||
| Q2 25 | $1.3B | $10.8B | ||
| Q1 25 | $1.2B | $10.3B | ||
| Q4 24 | $1.3B | $10.6B | ||
| Q3 24 | $1.4B | $11.2B | ||
| Q2 24 | $1.4B | $10.2B |
总资产POOLRNR
| Q1 26 | $4.0B | $53.7B | ||
| Q4 25 | $3.6B | $53.8B | ||
| Q3 25 | $3.5B | $54.5B | ||
| Q2 25 | $3.7B | $54.7B | ||
| Q1 25 | $3.7B | $53.6B | ||
| Q4 24 | $3.4B | $50.7B | ||
| Q3 24 | $3.4B | $52.8B | ||
| Q2 24 | $3.6B | $51.6B |
负债/权益比POOLRNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.76× | 0.19× | ||
| Q2 25 | 0.93× | 0.21× | ||
| Q1 25 | 0.78× | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 0.61× | 0.17× | ||
| Q2 24 | 0.75× | 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 | $25.7M | — |
| 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 | 0.48× | — |
| 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POOLRNR
| Q1 26 | $25.7M | — | ||
| Q4 25 | $80.1M | $483.0M | ||
| Q3 25 | $287.3M | $1.6B | ||
| Q2 25 | $-28.8M | $1.5B | ||
| Q1 25 | $27.2M | $157.8M | ||
| Q4 24 | $170.6M | $778.9M | ||
| Q3 24 | $316.5M | $1.5B | ||
| Q2 24 | $26.7M | $1.2B |
自由现金流POOLRNR
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | — | ||
| Q3 25 | $266.6M | — | ||
| Q2 25 | $-42.9M | — | ||
| Q1 25 | $13.9M | — | ||
| Q4 24 | $157.0M | — | ||
| Q3 24 | $305.5M | — | ||
| Q2 24 | $8.8M | — |
自由现金流率POOLRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | — | ||
| Q3 25 | 18.4% | — | ||
| Q2 25 | -2.4% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 15.9% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 0.5% | — |
资本支出强度POOLRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.4% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 1.0% | — |
现金转化率POOLRNR
| Q1 26 | 0.48× | — | ||
| Q4 25 | 2.54× | 0.64× | ||
| Q3 25 | 2.26× | 1.73× | ||
| Q2 25 | -0.15× | 1.76× | ||
| Q1 25 | 0.51× | 0.93× | ||
| Q4 24 | 4.57× | — | ||
| Q3 24 | 2.52× | 1.26× | ||
| Q2 24 | 0.14× | 2.41× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
