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PVH CORP.（PVH）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
PVH CORP.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.0倍（$2.3B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 0.2%，领先23.3%），PVH CORP.同比增速更快（1.7% vs -36.8%）
PVH集团是源自美国的知名服饰企业，前身为Phillips-Van Heusen公司，旗下拥有Tommy Hilfiger、Calvin Klein等标志性时尚品牌，同时还获得Kenneth Cole New York、Michael Kors等品牌的授权经营许可，在全球服饰消费市场拥有广泛影响力。
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。
PVH vs RNR — 直观对比
营收规模更大
PVH
是对方的1.0倍
$2.2B
营收增速更快
PVH
高出38.5%
-36.8%
净利率更高
RNR
高出23.3%
0.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $2.2B |
| 净利润 | $4.2M | $515.8M |
| 毛利率 | 56.3% | — |
| 营业利润率 | 7.9% | — |
| 净利率 | 0.2% | 23.5% |
| 营收同比 | 1.7% | -36.8% |
| 净利润同比 | -96.8% | 72.6% |
| 每股收益（稀释后） | $0.09 | $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PVHRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.3B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | — | $2.8B |
净利润PVHRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $4.2M | $760.5M | ||
| Q3 25 | $224.2M | $916.5M | ||
| Q2 25 | $-44.8M | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $503.9M |
毛利率PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | 56.3% | — | ||
| Q3 25 | 57.7% | — | ||
| Q2 25 | 58.6% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.9% | 42.5% | ||
| Q3 25 | 6.1% | 46.3% | ||
| Q2 25 | -16.7% | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 25.0% |
净利率PVHRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 0.2% | 25.6% | ||
| Q3 25 | 10.3% | 28.7% | ||
| Q2 25 | -2.3% | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 17.8% |
每股收益（稀释后）PVHRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.09 | $16.16 | ||
| Q3 25 | $4.63 | $19.40 | ||
| Q2 25 | $-0.88 | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | — | $22.62 | ||
| Q2 24 | — | $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 | $158.2M | $1.6B |
| 总债务越低越好 | $2.3B | — |
| 股东权益账面价值 | $4.9B | $4.3B |
| 总资产 | $11.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.46× | — |
8季度趋势，按日历期对齐
现金及短期投资PVHRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $158.2M | $1.7B | ||
| Q3 25 | $248.8M | $1.7B | ||
| Q2 25 | $191.0M | $1.4B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.6B |
总债务PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.3B | ||
| Q3 25 | $2.3B | $2.2B | ||
| Q2 25 | $2.2B | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
股东权益PVHRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $4.9B | $11.6B | ||
| Q3 25 | $4.9B | $11.5B | ||
| Q2 25 | $4.6B | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | — | $11.2B | ||
| Q2 24 | — | $10.2B |
总资产PVHRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $11.4B | $53.8B | ||
| Q3 25 | $11.6B | $54.5B | ||
| Q2 25 | $10.7B | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | — | $52.8B | ||
| Q2 24 | — | $51.6B |
负债/权益比PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | 0.46× | 0.20× | ||
| Q3 25 | 0.47× | 0.19× | ||
| Q2 25 | 0.48× | 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 | $-44.5M | — |
| 自由现金流经营现金流 - 资本支出 | $-85.1M | — |
| 自由现金流率自由现金流/营收 | -3.7% | — |
| 资本支出强度资本支出/营收 | 1.8% | — |
| 现金转化率经营现金流/净利润 | -10.60× | — |
| 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PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | $-44.5M | $483.0M | ||
| Q3 25 | $213.1M | $1.6B | ||
| Q2 25 | $-71.4M | $1.5B | ||
| Q1 25 | — | $157.8M | ||
| Q4 24 | — | $778.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.2B |
自由现金流PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | $-85.1M | — | ||
| Q3 25 | $181.9M | — | ||
| Q2 25 | $-98.1M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | -3.7% | — | ||
| Q3 25 | 8.4% | — | ||
| Q2 25 | -4.9% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.8% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率PVHRNR
| Q1 26 | — | — | ||
| Q4 25 | -10.60× | 0.64× | ||
| Q3 25 | 0.95× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | — | 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
PVH
| Sales Channel Salesto Wholesale Customers | $1.0B | 44% |
| Sales Channel Sales To Owned And Operated Retail Customers | $868.0M | 38% |
| Sales Channel Sales To Owned And Operated Digital Retail Customers | $186.6M | 8% |
| Licensing | $99.5M | 4% |
| Other | $75.8M | 3% |
| Heritage Brands | $51.3M | 2% |
RNR
暂无分部数据
