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RESIDEO TECHNOLOGIES, INC.（REZI）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RESIDEO TECHNOLOGIES, INC.的1.2倍（$2.2B vs $1.9B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 7.2%，领先16.3%），RESIDEO TECHNOLOGIES, INC.同比增速更快（2.0% vs -36.8%），过去两年RESIDEO TECHNOLOGIES, INC.的营收复合增速更高（12.9% vs -11.9%）
Resideo Technologies是2018年从霍尼韦尔分拆成立的美国跨国企业，主营住宅场景的温控、空气质量调节、湿度控制及安防系统，业务覆盖美国及全球市场。公司下设产品、分销两大业务板块，生产销售温度照明控制、安防、水气监测等智能家居硬件及配套软件产品。
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。
REZI 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
REZI
高出38.7%
-36.8%
净利率更高
RNR
高出16.3%
7.2%
两年增速更快
REZI
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 | $136.0M | $515.8M |
| 毛利率 | 29.6% | — |
| 营业利润率 | 7.4% | — |
| 净利率 | 7.2% | 23.5% |
| 营收同比 | 2.0% | -36.8% |
| 净利润同比 | 491.3% | 72.6% |
| 每股收益（稀释后） | $0.99 | $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REZIRNR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $3.0B | ||
| Q3 25 | $1.9B | $3.2B | ||
| Q2 25 | $1.9B | $3.2B | ||
| Q1 25 | $1.8B | $3.5B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $1.8B | $4.0B | ||
| Q2 24 | $1.6B | $2.8B |
净利润REZIRNR
| Q1 26 | — | $515.8M | ||
| Q4 25 | $136.0M | $760.5M | ||
| Q3 25 | $156.0M | $916.5M | ||
| Q2 25 | $-825.0M | $835.4M | ||
| Q1 25 | $6.0M | $170.0M | ||
| Q4 24 | $23.0M | $-189.7M | ||
| Q3 24 | $20.0M | $1.2B | ||
| Q2 24 | $30.0M | $503.9M |
毛利率REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 29.6% | — | ||
| Q3 25 | 29.8% | — | ||
| Q2 25 | 29.3% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 28.5% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 28.1% | — |
营业利润率REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 42.5% | ||
| Q3 25 | 8.3% | 46.3% | ||
| Q2 25 | 9.1% | 41.8% | ||
| Q1 25 | 7.7% | -2.0% | ||
| Q4 24 | 7.8% | -3.6% | ||
| Q3 24 | 6.9% | 43.7% | ||
| Q2 24 | 7.7% | 25.0% |
净利率REZIRNR
| Q1 26 | — | 23.5% | ||
| Q4 25 | 7.2% | 25.6% | ||
| Q3 25 | 8.4% | 28.7% | ||
| Q2 25 | -42.5% | 26.1% | ||
| Q1 25 | 0.3% | 4.9% | ||
| Q4 24 | 1.2% | -8.3% | ||
| Q3 24 | 1.1% | 29.8% | ||
| Q2 24 | 1.9% | 17.8% |
每股收益（稀释后）REZIRNR
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.99 | $16.16 | ||
| Q3 25 | $0.85 | $19.40 | ||
| Q2 25 | $-5.59 | $17.20 | ||
| Q1 25 | $-0.02 | $3.27 | ||
| Q4 24 | $0.06 | $-3.76 | ||
| Q3 24 | $0.07 | $22.62 | ||
| Q2 24 | $0.19 | $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 | $661.0M | $1.6B |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.9B | $4.3B |
| 总资产 | $8.4B | $53.7B |
| 负债/权益比越低杠杆越低 | 1.11× | — |
8季度趋势，按日历期对齐
现金及短期投资REZIRNR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $661.0M | $1.7B | ||
| Q3 25 | $345.0M | $1.7B | ||
| Q2 25 | $753.0M | $1.4B | ||
| Q1 25 | $577.0M | $1.6B | ||
| Q4 24 | $692.0M | $1.7B | ||
| Q3 24 | $531.0M | $1.6B | ||
| Q2 24 | $413.0M | $1.6B |
总债务REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $2.0B | $2.0B |
股东权益REZIRNR
| Q1 26 | — | $4.3B | ||
| Q4 25 | $2.9B | $11.6B | ||
| Q3 25 | $2.8B | $11.5B | ||
| Q2 25 | $2.6B | $10.8B | ||
| Q1 25 | $3.3B | $10.3B | ||
| Q4 24 | $3.3B | $10.6B | ||
| Q3 24 | $3.4B | $11.2B | ||
| Q2 24 | $3.3B | $10.2B |
总资产REZIRNR
| Q1 26 | — | $53.7B | ||
| Q4 25 | $8.4B | $53.8B | ||
| Q3 25 | $8.2B | $54.5B | ||
| Q2 25 | $8.5B | $54.7B | ||
| Q1 25 | $8.1B | $53.6B | ||
| Q4 24 | $8.2B | $50.7B | ||
| Q3 24 | $8.1B | $52.8B | ||
| Q2 24 | $8.0B | $51.6B |
负债/权益比REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 1.11× | 0.20× | ||
| Q3 25 | 1.17× | 0.19× | ||
| Q2 25 | 0.77× | 0.21× | ||
| Q1 25 | 0.60× | 0.27× | ||
| Q4 24 | 0.61× | 0.18× | ||
| Q3 24 | 0.60× | 0.17× | ||
| Q2 24 | 0.61× | 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 | $299.0M | — |
| 自由现金流经营现金流 - 资本支出 | $262.0M | — |
| 自由现金流率自由现金流/营收 | 13.8% | — |
| 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 | 2.20× | — |
| 过去12个月自由现金流最近4个季度 | $-1.3B | — |
8季度趋势，按日历期对齐
经营现金流REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | $299.0M | $483.0M | ||
| Q3 25 | $-1.6B | $1.6B | ||
| Q2 25 | $200.0M | $1.5B | ||
| Q1 25 | $-65.0M | $157.8M | ||
| Q4 24 | $203.0M | $778.9M | ||
| Q3 24 | $147.0M | $1.5B | ||
| Q2 24 | $92.0M | $1.2B |
自由现金流REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | $262.0M | — | ||
| Q3 25 | $-1.6B | — | ||
| Q2 25 | $180.0M | — | ||
| Q1 25 | $-96.0M | — | ||
| Q4 24 | $181.0M | — | ||
| Q3 24 | $125.0M | — | ||
| Q2 24 | $77.0M | — |
自由现金流率REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 13.8% | — | ||
| Q3 25 | -85.8% | — | ||
| Q2 25 | 9.3% | — | ||
| Q1 25 | -5.4% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 4.8% | — |
资本支出强度REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 1.0% | — | ||
| Q1 25 | 1.8% | — | ||
| Q4 24 | 1.2% | — | ||
| Q3 24 | 1.2% | — | ||
| Q2 24 | 0.9% | — |
现金转化率REZIRNR
| Q1 26 | — | — | ||
| Q4 25 | 2.20× | 0.64× | ||
| Q3 25 | -10.07× | 1.73× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | -10.83× | 0.93× | ||
| Q4 24 | 8.83× | — | ||
| Q3 24 | 7.35× | 1.26× | ||
| Q2 24 | 3.07× | 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
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
RNR
暂无分部数据
