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QVC Group, Inc.（QVCGA）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
QVC Group, Inc.的季度营收约是RENAISSANCERE HOLDINGS LTD的1.2倍（$2.7B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -1.4%，领先24.9%），QVC Group, Inc.同比增速更快（-9.1% vs -36.8%），过去两年QVC Group, Inc.的营收复合增速更高（6.9% vs -11.9%）
QVC集团是一家美国媒体 conglomerate 企业，由董事长约翰·C·马龙控制，马龙持有该公司多数具有投票权的股份，主营媒体相关业务，是美国本土颇具影响力的传媒集团。
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。
QVCGA vs RNR — 直观对比
营收规模更大
QVCGA
是对方的1.2倍
$2.2B
营收增速更快
QVCGA
高出27.7%
-36.8%
净利率更高
RNR
高出24.9%
-1.4%
两年增速更快
QVCGA
近两年复合增速
-11.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.7B | $2.2B |
| 净利润 | $-37.0M | $515.8M |
| 毛利率 | 32.9% | — |
| 营业利润率 | 3.7% | — |
| 净利率 | -1.4% | 23.5% |
| 营收同比 | -9.1% | -36.8% |
| 净利润同比 | 97.1% | 72.6% |
| 每股收益（稀释后） | $-17.37 | $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QVCGARNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.5B | ||
| Q4 24 | $2.9B | $2.3B | ||
| Q3 24 | $2.3B | $4.0B | ||
| Q2 24 | $2.4B | $2.8B |
净利润QVCGARNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $-37.0M | $760.5M | ||
| Q3 25 | $-80.0M | $916.5M | ||
| Q2 25 | $-2.2B | $835.4M | ||
| Q1 25 | $-100.0M | $170.0M | ||
| Q4 24 | $-1.3B | $-189.7M | ||
| Q3 24 | $-23.0M | $1.2B | ||
| Q2 24 | $20.0M | $503.9M |
毛利率QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | 32.9% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 36.4% | — | ||
| Q1 25 | 34.2% | — | ||
| Q4 24 | 33.3% | — | ||
| Q3 24 | 35.3% | — | ||
| Q2 24 | 36.4% | — |
营业利润率QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 42.5% | ||
| Q3 25 | 2.7% | 46.3% | ||
| Q2 25 | -101.6% | 41.8% | ||
| Q1 25 | 0.7% | -2.0% | ||
| Q4 24 | -43.2% | -3.6% | ||
| Q3 24 | 6.5% | 43.7% | ||
| Q2 24 | 6.9% | 25.0% |
净利率QVCGARNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | -1.4% | 25.6% | ||
| Q3 25 | -3.6% | 28.7% | ||
| Q2 25 | -99.4% | 26.1% | ||
| Q1 25 | -4.8% | 4.9% | ||
| Q4 24 | -43.7% | -8.3% | ||
| Q3 24 | -1.0% | 29.8% | ||
| Q2 24 | 0.8% | 17.8% |
每股收益（稀释后）QVCGARNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $-17.37 | $16.16 | ||
| Q3 25 | $-9.89 | $19.40 | ||
| Q2 25 | $-275.46 | $17.20 | ||
| Q1 25 | $-0.25 | $3.27 | ||
| Q4 24 | — | $-3.76 | ||
| Q3 24 | $-0.06 | $22.62 | ||
| Q2 24 | $2.57 | $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 | $2.0B | $1.6B |
| 总债务越低越好 | $790.0M | — |
| 股东权益账面价值 | $-3.1B | $4.3B |
| 总资产 | $7.6B | $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QVCGARNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $2.0B | $1.7B | ||
| Q3 25 | $1.8B | $1.7B | ||
| Q2 25 | $897.0M | $1.4B | ||
| Q1 25 | $833.0M | $1.6B | ||
| Q4 24 | $905.0M | $1.7B | ||
| Q3 24 | $873.0M | $1.6B | ||
| Q2 24 | $1.2B | $1.6B |
总债务QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | $790.0M | $2.3B | ||
| Q3 25 | $5.9B | $2.2B | ||
| Q2 25 | $4.9B | $2.3B | ||
| Q1 25 | $5.0B | $2.8B | ||
| Q4 24 | $4.1B | $1.9B | ||
| Q3 24 | $5.1B | $1.9B | ||
| Q2 24 | $5.3B | $2.0B |
股东权益QVCGARNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $-3.1B | $11.6B | ||
| Q3 25 | $-3.1B | $11.5B | ||
| Q2 25 | $-3.0B | $10.8B | ||
| Q1 25 | $-981.0M | $10.3B | ||
| Q4 24 | $-971.0M | $10.6B | ||
| Q3 24 | $397.0M | $11.2B | ||
| Q2 24 | $328.0M | $10.2B |
总资产QVCGARNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $7.6B | $53.8B | ||
| Q3 25 | $7.6B | $54.5B | ||
| Q2 25 | $6.7B | $54.7B | ||
| Q1 25 | $9.0B | $53.6B | ||
| Q4 24 | $9.2B | $50.7B | ||
| Q3 24 | $10.8B | $52.8B | ||
| Q2 24 | $10.9B | $51.6B |
负债/权益比QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | 12.74× | 0.17× | ||
| Q2 24 | 16.28× | 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 | $244.0M | — |
| 自由现金流经营现金流 - 资本支出 | $191.0M | — |
| 自由现金流率自由现金流/营收 | 7.1% | — |
| 资本支出强度资本支出/营收 | 2.0% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $118.0M | — |
8季度趋势，按日历期对齐
经营现金流QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | $244.0M | $483.0M | ||
| Q3 25 | $4.0M | $1.6B | ||
| Q2 25 | $86.0M | $1.5B | ||
| Q1 25 | $-60.0M | $157.8M | ||
| Q4 24 | $212.0M | $778.9M | ||
| Q3 24 | $20.0M | $1.5B | ||
| Q2 24 | $267.0M | $1.2B |
自由现金流QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | $191.0M | — | ||
| Q3 25 | $-27.0M | — | ||
| Q2 25 | $48.0M | — | ||
| Q1 25 | $-94.0M | — | ||
| Q4 24 | $150.0M | — | ||
| Q3 24 | $-23.0M | — | ||
| Q2 24 | $213.0M | — |
自由现金流率QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | — | ||
| Q3 25 | -1.2% | — | ||
| Q2 25 | 2.1% | — | ||
| Q1 25 | -4.5% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | -1.0% | — | ||
| Q2 24 | 8.8% | — |
资本支出强度QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.4% | — | ||
| Q2 25 | 1.7% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.8% | — | ||
| Q2 24 | 2.2% | — |
现金转化率QVCGARNR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.64× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.26× | ||
| Q2 24 | 13.35× | 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
QVCGA
| Other | $915.0M | 34% |
| Home | $754.0M | 28% |
| Beauty | $260.0M | 10% |
| Apparel | $254.0M | 9% |
| Electronics | $187.0M | 7% |
| Accessories | $181.0M | 7% |
| Jewelry | $87.0M | 3% |
| Manufactured Product Other | $38.0M | 1% |
RNR
暂无分部数据
