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Primoris Services Corp(PRIM)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Primoris Services Corp的1.2倍($2.2B vs $1.9B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 2.8%,领先20.7%),Primoris Services Corp同比增速更快(6.7% vs -36.8%),过去两年Primoris Services Corp的营收复合增速更高(14.7% vs -11.9%)
Primoris Services Corp是总部位于美国的上市专业基建与工程建设企业,核心业务覆盖天然气管道、污水管网及供水管道建设领域,2014年入选《财富》1000强榜单,在北美能源及民生基建领域拥有丰富的项目运营经验。
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。
PRIM vs RNR — 直观对比
营收规模更大
RNR
是对方的1.2倍
$1.9B
营收增速更快
PRIM
高出43.4%
-36.8%
净利率更高
RNR
高出20.7%
2.8%
两年增速更快
PRIM
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.9B | $2.2B |
| 净利润 | $51.7M | $515.8M |
| 毛利率 | 9.4% | — |
| 营业利润率 | 4.2% | — |
| 净利率 | 2.8% | 23.5% |
| 营收同比 | 6.7% | -36.8% |
| 净利润同比 | -4.2% | 72.6% |
| 每股收益(稀释后) | $0.94 | $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
PRIM
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.6B | $3.5B | ||
| Q4 24 | $1.7B | $2.3B | ||
| Q3 24 | $1.6B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润
PRIM
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $51.7M | $760.5M | ||
| Q3 25 | $94.6M | $916.5M | ||
| Q2 25 | $84.3M | $835.4M | ||
| Q1 25 | $44.2M | $170.0M | ||
| Q4 24 | $54.0M | $-189.7M | ||
| Q3 24 | $58.4M | $1.2B | ||
| Q2 24 | $49.5M | $503.9M |
毛利率
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 9.4% | — | ||
| Q3 25 | 10.8% | — | ||
| Q2 25 | 12.3% | — | ||
| Q1 25 | 10.4% | — | ||
| Q4 24 | 10.6% | — | ||
| Q3 24 | 12.0% | — | ||
| Q2 24 | 11.9% | — |
营业利润率
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 4.2% | 42.5% | ||
| Q3 25 | 6.3% | 46.3% | ||
| Q2 25 | 6.7% | 41.8% | ||
| Q1 25 | 4.3% | -2.0% | ||
| Q4 24 | 5.0% | -3.6% | ||
| Q3 24 | 6.0% | 43.7% | ||
| Q2 24 | 5.5% | 25.0% |
净利率
PRIM
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 2.8% | 25.6% | ||
| Q3 25 | 4.3% | 28.7% | ||
| Q2 25 | 4.5% | 26.1% | ||
| Q1 25 | 2.7% | 4.9% | ||
| Q4 24 | 3.1% | -8.3% | ||
| Q3 24 | 3.5% | 29.8% | ||
| Q2 24 | 3.2% | 17.8% |
每股收益(稀释后)
PRIM
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.94 | $16.16 | ||
| Q3 25 | $1.73 | $19.40 | ||
| Q2 25 | $1.54 | $17.20 | ||
| Q1 25 | $0.81 | $3.27 | ||
| Q4 24 | $0.98 | $-3.76 | ||
| Q3 24 | $1.07 | $22.62 | ||
| Q2 24 | $0.91 | $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 | $535.5M | $1.6B |
| 总债务越低越好 | $469.9M | — |
| 股东权益账面价值 | $1.7B | $4.3B |
| 总资产 | $4.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.28× | — |
8季度趋势,按日历期对齐
现金及短期投资
PRIM
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $535.5M | $1.7B | ||
| Q3 25 | $431.4M | $1.7B | ||
| Q2 25 | $390.3M | $1.4B | ||
| Q1 25 | $351.6M | $1.6B | ||
| Q4 24 | $455.8M | $1.7B | ||
| Q3 24 | $352.7M | $1.6B | ||
| Q2 24 | $207.4M | $1.6B |
总债务
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | $469.9M | $2.3B | ||
| Q3 25 | $486.0M | $2.2B | ||
| Q2 25 | $603.1M | $2.3B | ||
| Q1 25 | $612.0M | $2.8B | ||
| Q4 24 | $734.8M | $1.9B | ||
| Q3 24 | $903.7M | $1.9B | ||
| Q2 24 | $933.0M | $2.0B |
股东权益
PRIM
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $1.7B | $11.6B | ||
| Q3 25 | $1.6B | $11.5B | ||
| Q2 25 | $1.5B | $10.8B | ||
| Q1 25 | $1.4B | $10.3B | ||
| Q4 24 | $1.4B | $10.6B | ||
| Q3 24 | $1.4B | $11.2B | ||
| Q2 24 | $1.3B | $10.2B |
总资产
PRIM
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $4.4B | $53.8B | ||
| Q3 25 | $4.6B | $54.5B | ||
| Q2 25 | $4.5B | $54.7B | ||
| Q1 25 | $4.2B | $53.6B | ||
| Q4 24 | $4.2B | $50.7B | ||
| Q3 24 | $4.2B | $52.8B | ||
| Q2 24 | $4.0B | $51.6B |
负债/权益比
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 0.20× | ||
| Q3 25 | 0.30× | 0.19× | ||
| Q2 25 | 0.39× | 0.21× | ||
| Q1 25 | 0.42× | 0.27× | ||
| Q4 24 | 0.52× | 0.18× | ||
| Q3 24 | 0.67× | 0.17× | ||
| Q2 24 | 0.72× | 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 | $142.9M | — |
| 自由现金流经营现金流 - 资本支出 | $121.1M | — |
| 自由现金流率自由现金流/营收 | 6.5% | — |
| 资本支出强度资本支出/营收 | 1.2% | — |
| 现金转化率经营现金流/净利润 | 2.76× | — |
| 过去12个月自由现金流最近4个季度 | $340.5M | — |
8季度趋势,按日历期对齐
经营现金流
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | $142.9M | $483.0M | ||
| Q3 25 | $182.9M | $1.6B | ||
| Q2 25 | $78.5M | $1.5B | ||
| Q1 25 | $66.2M | $157.8M | ||
| Q4 24 | $298.3M | $778.9M | ||
| Q3 24 | $222.5M | $1.5B | ||
| Q2 24 | $16.1M | $1.2B |
自由现金流
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | $121.1M | — | ||
| Q3 25 | $148.4M | — | ||
| Q2 25 | $45.3M | — | ||
| Q1 25 | $25.6M | — | ||
| Q4 24 | $270.0M | — | ||
| Q3 24 | $158.8M | — | ||
| Q2 24 | $-8.1M | — |
自由现金流率
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | — | ||
| Q3 25 | 6.8% | — | ||
| Q2 25 | 2.4% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 15.5% | — | ||
| Q3 24 | 9.6% | — | ||
| Q2 24 | -0.5% | — |
资本支出强度
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.6% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.6% | — | ||
| Q3 24 | 3.9% | — | ||
| Q2 24 | 1.5% | — |
现金转化率
PRIM
RNR
| Q1 26 | — | — | ||
| Q4 25 | 2.76× | 0.64× | ||
| Q3 25 | 1.93× | 1.73× | ||
| Q2 25 | 0.93× | 1.76× | ||
| Q1 25 | 1.50× | 0.93× | ||
| Q4 24 | 5.53× | — | ||
| Q3 24 | 3.81× | 1.26× | ||
| Q2 24 | 0.32× | 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
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
RNR
暂无分部数据