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Qnity Electronics, Inc.(Q)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Qnity Electronics, Inc.的1.7倍($2.2B vs $1.3B),RENAISSANCERE HOLDINGS LTD净利率更高(23.5% vs 16.5%,领先7.0%),Qnity Electronics, Inc.同比增速更快(11.1% vs -36.8%)
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。
Q vs RNR — 直观对比
营收规模更大
RNR
是对方的1.7倍
$1.3B
营收增速更快
Q
高出47.9%
-36.8%
净利率更高
RNR
高出7.0%
16.5%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $211.0M | $515.8M |
| 毛利率 | 45.1% | — |
| 营业利润率 | 21.3% | — |
| 净利率 | 16.5% | 23.5% |
| 营收同比 | 11.1% | -36.8% |
| 净利润同比 | 6.0% | 72.6% |
| 每股收益(稀释后) | $1.01 | $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
Q
RNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $1.3B | $3.2B | ||
| Q2 25 | — | $3.2B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $1.1B | $4.0B | ||
| Q2 24 | — | $2.8B |
净利润
Q
RNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $211.0M | $916.5M | ||
| Q2 25 | — | $835.4M | ||
| Q1 25 | — | $170.0M | ||
| Q4 24 | — | $-189.7M | ||
| Q3 24 | $199.0M | $1.2B | ||
| Q2 24 | — | $503.9M |
毛利率
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 45.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 47.0% | — | ||
| Q2 24 | — | — |
营业利润率
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 42.5% | ||
| Q3 25 | 21.3% | 46.3% | ||
| Q2 25 | — | 41.8% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | -3.6% | ||
| Q3 24 | 21.8% | 43.7% | ||
| Q2 24 | — | 25.0% |
净利率
Q
RNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 16.5% | 28.7% | ||
| Q2 25 | — | 26.1% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | -8.3% | ||
| Q3 24 | 17.3% | 29.8% | ||
| Q2 24 | — | 17.8% |
每股收益(稀释后)
Q
RNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $1.01 | $19.40 | ||
| Q2 25 | — | $17.20 | ||
| Q1 25 | — | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | $0.95 | $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 | $128.0M | $1.6B |
| 总债务越低越好 | $1.7B | — |
| 股东权益账面价值 | $9.1B | $4.3B |
| 总资产 | $12.5B | $53.7B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势,按日历期对齐
现金及短期投资
Q
RNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $128.0M | $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
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $1.7B | $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
Q
RNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $9.1B | $11.5B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $10.3B | ||
| Q4 24 | — | $10.6B | ||
| Q3 24 | $11.1B | $11.2B | ||
| Q2 24 | — | $10.2B |
总资产
Q
RNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $12.5B | $54.5B | ||
| Q2 25 | — | $54.7B | ||
| Q1 25 | — | $53.6B | ||
| Q4 24 | — | $50.7B | ||
| Q3 24 | — | $52.8B | ||
| Q2 24 | — | $51.6B |
负债/权益比
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 0.19× | 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 | $782.0M | — |
| 自由现金流经营现金流 - 资本支出 | $568.0M | — |
| 自由现金流率自由现金流/营收 | 44.5% | — |
| 资本支出强度资本支出/营收 | 16.8% | — |
| 现金转化率经营现金流/净利润 | 3.71× | — |
| 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
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $782.0M | $1.6B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $157.8M | ||
| Q4 24 | — | $778.9M | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.2B |
自由现金流
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $568.0M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 16.8% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率
Q
RNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | 3.71× | 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
Q
| Semiconductor Technologies | $693.0M | 54% |
| Interconnect Solutions | $583.0M | 46% |
RNR
暂无分部数据