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Post Holdings, Inc.（POST）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Post Holdings, Inc.的1.0倍（$2.2B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 4.5%，领先19.0%），Post Holdings, Inc.同比增速更快（10.1% vs -36.8%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -11.9%）
Post Holdings, Inc.是美国头部包装消费品食品生产商，旗下拥有知名食品业务板块Post Consumer Brands，总部坐落于明尼苏达州莱克维尔，其生产的食品类快消品覆盖北美及全球多个市场，深受消费者喜爱。
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。
POST vs RNR — 直观对比
营收规模更大
RNR
是对方的1.0倍
$2.2B
营收增速更快
POST
高出46.9%
-36.8%
净利率更高
RNR
高出19.0%
4.5%
两年增速更快
POST
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.2B |
| 净利润 | $96.8M | $515.8M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 4.5% | 23.5% |
| 营收同比 | 10.1% | -36.8% |
| 净利润同比 | -14.6% | 72.6% |
| 每股收益（稀释后） | $1.71 | $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POSTRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.2B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
净利润POSTRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $96.8M | $760.5M | ||
| Q3 25 | $51.0M | $916.5M | ||
| Q2 25 | $108.8M | $835.4M | ||
| Q1 25 | $62.6M | $170.0M | ||
| Q4 24 | $113.3M | $-189.7M | ||
| Q3 24 | $81.6M | $1.2B | ||
| Q2 24 | $99.8M | $503.9M |
毛利率POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — |
营业利润率POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 42.5% | ||
| Q3 25 | 7.5% | 46.3% | ||
| Q2 25 | 11.8% | 41.8% | ||
| Q1 25 | 9.3% | -2.0% | ||
| Q4 24 | 10.8% | -3.6% | ||
| Q3 24 | 9.5% | 43.7% | ||
| Q2 24 | 10.4% | 25.0% |
净利率POSTRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.5% | 25.6% | ||
| Q3 25 | 2.3% | 28.7% | ||
| Q2 25 | 5.5% | 26.1% | ||
| Q1 25 | 3.2% | 4.9% | ||
| Q4 24 | 5.7% | -8.3% | ||
| Q3 24 | 4.1% | 29.8% | ||
| Q2 24 | 5.1% | 17.8% |
每股收益（稀释后）POSTRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.71 | $16.16 | ||
| Q3 25 | $0.91 | $19.40 | ||
| Q2 25 | $1.79 | $17.20 | ||
| Q1 25 | $1.03 | $3.27 | ||
| Q4 24 | $1.78 | $-3.76 | ||
| Q3 24 | $1.28 | $22.62 | ||
| Q2 24 | $1.53 | $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 | $279.3M | $1.6B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $4.3B |
| 总资产 | $13.0B | $53.7B |
| 负债/权益比越低杠杆越低 | 2.16× | — |
8季度趋势，按日历期对齐
现金及短期投资POSTRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $279.3M | $1.7B | ||
| Q3 25 | $176.7M | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $617.6M | $1.6B | ||
| Q4 24 | $872.9M | $1.7B | ||
| Q3 24 | $787.4M | $1.6B | ||
| Q2 24 | $333.8M | $1.6B |
总债务POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.2B | ||
| Q2 25 | $7.3B | $2.3B | ||
| Q1 25 | $6.9B | $2.8B | ||
| Q4 24 | $6.9B | $1.9B | ||
| Q3 24 | $6.8B | $1.9B | ||
| Q2 24 | $6.4B | $2.0B |
股东权益POSTRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.5B | $11.6B | ||
| Q3 25 | $3.8B | $11.5B | ||
| Q2 25 | $4.0B | $10.8B | ||
| Q1 25 | $3.8B | $10.3B | ||
| Q4 24 | $3.9B | $10.6B | ||
| Q3 24 | $4.1B | $11.2B | ||
| Q2 24 | $3.9B | $10.2B |
总资产POSTRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.0B | $53.8B | ||
| Q3 25 | $13.5B | $54.5B | ||
| Q2 25 | $13.4B | $54.7B | ||
| Q1 25 | $12.8B | $53.6B | ||
| Q4 24 | $12.8B | $50.7B | ||
| Q3 24 | $12.9B | $52.8B | ||
| Q2 24 | $12.1B | $51.6B |
负债/权益比POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.20× | ||
| Q3 25 | 1.98× | 0.19× | ||
| Q2 25 | 1.84× | 0.21× | ||
| Q1 25 | 1.81× | 0.27× | ||
| Q4 24 | 1.79× | 0.18× | ||
| Q3 24 | 1.67× | 0.17× | ||
| Q2 24 | 1.62× | 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 | $235.7M | — |
| 自由现金流经营现金流 - 资本支出 | $119.3M | — |
| 自由现金流率自由现金流/营收 | 5.5% | — |
| 资本支出强度资本支出/营收 | 5.4% | — |
| 现金转化率经营现金流/净利润 | 2.43× | — |
| 过去12个月自由现金流最近4个季度 | $436.0M | — |
8季度趋势，按日历期对齐
经营现金流POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $483.0M | ||
| Q3 25 | $301.3M | $1.6B | ||
| Q2 25 | $225.9M | $1.5B | ||
| Q1 25 | $160.7M | $157.8M | ||
| Q4 24 | $310.4M | $778.9M | ||
| Q3 24 | $235.4M | $1.5B | ||
| Q2 24 | $272.3M | $1.2B |
自由现金流POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | — | ||
| Q3 24 | $96.2M | — | ||
| Q2 24 | $161.5M | — |
自由现金流率POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.7% | — |
现金转化率POSTRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 0.64× | ||
| Q3 25 | 5.91× | 1.73× | ||
| Q2 25 | 2.08× | 1.76× | ||
| Q1 25 | 2.57× | 0.93× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.26× | ||
| Q2 24 | 2.73× | 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
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
RNR
暂无分部数据
