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RENAISSANCERE HOLDINGS LTD（RNR）与Roper Technologies（ROP）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Roper Technologies的1.0倍（$2.2B vs $2.1B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 15.8%，领先7.7%），Roper Technologies同比增速更快（11.3% vs -36.8%），过去两年Roper Technologies的营收复合增速更高（10.5% vs -11.9%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
RNR vs ROP — 直观对比
营收规模更大
RNR
是对方的1.0倍
$2.1B
营收增速更快
ROP
高出48.0%
-36.8%
净利率更高
RNR
高出7.7%
15.8%
两年增速更快
ROP
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.1B |
| 净利润 | $515.8M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | — | 27.2% |
| 净利率 | 23.5% | 15.8% |
| 营收同比 | -36.8% | 11.3% |
| 净利润同比 | 72.6% | 842.6% |
| 每股收益（稀释后） | $6.57 | $4.87 |
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RNRROP
| Q1 26 | $2.2B | $2.1B | ||
| Q4 25 | $3.0B | $2.1B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.5B | $1.9B | ||
| Q4 24 | $2.3B | $1.9B | ||
| Q3 24 | $4.0B | $1.8B | ||
| Q2 24 | $2.8B | $1.7B |
净利润RNRROP
| Q1 26 | $515.8M | $331.0M | ||
| Q4 25 | $760.5M | $428.4M | ||
| Q3 25 | $916.5M | $398.5M | ||
| Q2 25 | $835.4M | $378.3M | ||
| Q1 25 | $170.0M | $331.1M | ||
| Q4 24 | $-189.7M | $462.3M | ||
| Q3 24 | $1.2B | $367.9M | ||
| Q2 24 | $503.9M | $337.1M |
毛利率RNRROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | — | 69.5% |
营业利润率RNRROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 42.5% | 28.6% | ||
| Q3 25 | 46.3% | 28.4% | ||
| Q2 25 | 41.8% | 28.2% | ||
| Q1 25 | -2.0% | 27.9% | ||
| Q4 24 | -3.6% | 28.0% | ||
| Q3 24 | 43.7% | 28.1% | ||
| Q2 24 | 25.0% | 28.8% |
净利率RNRROP
| Q1 26 | 23.5% | 15.8% | ||
| Q4 25 | 25.6% | 20.8% | ||
| Q3 25 | 28.7% | 19.8% | ||
| Q2 25 | 26.1% | 19.5% | ||
| Q1 25 | 4.9% | 17.6% | ||
| Q4 24 | -8.3% | 24.6% | ||
| Q3 24 | 29.8% | 20.8% | ||
| Q2 24 | 17.8% | 19.6% |
每股收益（稀释后）RNRROP
| Q1 26 | $6.57 | $4.87 | ||
| Q4 25 | $16.16 | $3.97 | ||
| Q3 25 | $19.40 | $3.68 | ||
| Q2 25 | $17.20 | $3.49 | ||
| Q1 25 | $3.27 | $3.06 | ||
| Q4 24 | $-3.76 | $4.29 | ||
| Q3 24 | $22.62 | $3.40 | ||
| Q2 24 | $9.41 | $3.12 |
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 | $1.6B | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $4.3B | $18.8B |
| 总资产 | $53.7B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资RNRROP
| Q1 26 | $1.6B | $382.9M | ||
| Q4 25 | $1.7B | $297.4M | ||
| Q3 25 | $1.7B | $320.0M | ||
| Q2 25 | $1.4B | $242.4M | ||
| Q1 25 | $1.6B | $372.8M | ||
| Q4 24 | $1.7B | $188.2M | ||
| Q3 24 | $1.6B | $269.6M | ||
| Q2 24 | $1.6B | $251.5M |
总债务RNRROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $2.3B | $9.3B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.9B | $7.6B | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $2.0B | — |
股东权益RNRROP
| Q1 26 | $4.3B | $18.8B | ||
| Q4 25 | $11.6B | $19.9B | ||
| Q3 25 | $11.5B | $20.0B | ||
| Q2 25 | $10.8B | $19.6B | ||
| Q1 25 | $10.3B | $19.2B | ||
| Q4 24 | $10.6B | $18.9B | ||
| Q3 24 | $11.2B | $18.5B | ||
| Q2 24 | $10.2B | $18.1B |
总资产RNRROP
| Q1 26 | $53.7B | $34.6B | ||
| Q4 25 | $53.8B | $34.6B | ||
| Q3 25 | $54.5B | $34.6B | ||
| Q2 25 | $54.7B | $33.2B | ||
| Q1 25 | $53.6B | $31.4B | ||
| Q4 24 | $50.7B | $31.3B | ||
| Q3 24 | $52.8B | $31.6B | ||
| Q2 24 | $51.6B | $29.8B |
负债/权益比RNRROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 0.20× | 0.47× | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.18× | 0.40× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流RNRROP
| Q1 26 | — | — | ||
| Q4 25 | $483.0M | $738.0M | ||
| Q3 25 | $1.6B | $869.5M | ||
| Q2 25 | $1.5B | $404.1M | ||
| Q1 25 | $157.8M | $528.7M | ||
| Q4 24 | $778.9M | $722.2M | ||
| Q3 24 | $1.5B | $755.4M | ||
| Q2 24 | $1.2B | $384.1M |
自由现金流RNRROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率RNRROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度RNRROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率RNRROP
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 1.72× | ||
| Q3 25 | 1.73× | 2.18× | ||
| Q2 25 | 1.76× | 1.07× | ||
| Q1 25 | 0.93× | 1.60× | ||
| Q4 24 | — | 1.56× | ||
| Q3 24 | 1.26× | 2.05× | ||
| Q2 24 | 2.41× | 1.14× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
