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RENAISSANCERE HOLDINGS LTD（RNR）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.1倍（$2.2B vs $1.9B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 8.4%，领先15.1%），RPM INTERNATIONAL INC同比增速更快（3.5% vs -36.8%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
RNR vs RPM — 直观对比
营收规模更大
RNR
是对方的1.1倍
$1.9B
营收增速更快
RPM
高出40.3%
-36.8%
净利率更高
RNR
高出15.1%
8.4%
两年增速更快
RPM
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.9B |
| 净利润 | $515.8M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | — | 11.0% |
| 净利率 | 23.5% | 8.4% |
| 营收同比 | -36.8% | 3.5% |
| 净利润同比 | 72.6% | -12.0% |
| 每股收益（稀释后） | $6.57 | $1.26 |
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RNRRPM
| Q1 26 | $2.2B | — | ||
| Q4 25 | $3.0B | $1.9B | ||
| Q3 25 | $3.2B | $2.1B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.5B | $1.5B | ||
| Q4 24 | $2.3B | $1.8B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $2.8B | $2.0B |
净利润RNRRPM
| Q1 26 | $515.8M | — | ||
| Q4 25 | $760.5M | $161.2M | ||
| Q3 25 | $916.5M | $227.6M | ||
| Q2 25 | $835.4M | $225.8M | ||
| Q1 25 | $170.0M | $52.0M | ||
| Q4 24 | $-189.7M | $183.2M | ||
| Q3 24 | $1.2B | $227.7M | ||
| Q2 24 | $503.9M | $180.6M |
毛利率RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | 42.5% | 11.0% | ||
| Q3 25 | 46.3% | 14.1% | ||
| Q2 25 | 41.8% | 11.9% | ||
| Q1 25 | -2.0% | 2.8% | ||
| Q4 24 | -3.6% | 11.5% | ||
| Q3 24 | 43.7% | 14.8% | ||
| Q2 24 | 25.0% | 11.9% |
净利率RNRRPM
| Q1 26 | 23.5% | — | ||
| Q4 25 | 25.6% | 8.4% | ||
| Q3 25 | 28.7% | 10.8% | ||
| Q2 25 | 26.1% | 10.8% | ||
| Q1 25 | 4.9% | 3.5% | ||
| Q4 24 | -8.3% | 9.9% | ||
| Q3 24 | 29.8% | 11.6% | ||
| Q2 24 | 17.8% | 9.0% |
每股收益（稀释后）RNRRPM
| Q1 26 | $6.57 | — | ||
| Q4 25 | $16.16 | $1.26 | ||
| Q3 25 | $19.40 | $1.77 | ||
| Q2 25 | $17.20 | $1.76 | ||
| Q1 25 | $3.27 | $0.40 | ||
| Q4 24 | $-3.76 | $1.42 | ||
| Q3 24 | $22.62 | $1.77 | ||
| Q2 24 | $9.41 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $4.3B | $3.1B |
| 总资产 | $53.7B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资RNRRPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $316.6M | ||
| Q3 25 | $1.7B | $297.1M | ||
| Q2 25 | $1.4B | $302.1M | ||
| Q1 25 | $1.6B | $241.9M | ||
| Q4 24 | $1.7B | $268.7M | ||
| Q3 24 | $1.6B | $231.6M | ||
| Q2 24 | $1.6B | $237.4M |
总债务RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $2.5B | ||
| Q3 25 | $2.2B | $2.7B | ||
| Q2 25 | $2.3B | $2.6B | ||
| Q1 25 | $2.8B | $2.1B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $2.0B | $2.0B |
股东权益RNRRPM
| Q1 26 | $4.3B | — | ||
| Q4 25 | $11.6B | $3.1B | ||
| Q3 25 | $11.5B | $3.1B | ||
| Q2 25 | $10.8B | $2.9B | ||
| Q1 25 | $10.3B | $2.7B | ||
| Q4 24 | $10.6B | $2.7B | ||
| Q3 24 | $11.2B | $2.6B | ||
| Q2 24 | $10.2B | $2.5B |
总资产RNRRPM
| Q1 26 | $53.7B | — | ||
| Q4 25 | $53.8B | $7.9B | ||
| Q3 25 | $54.5B | $7.9B | ||
| Q2 25 | $54.7B | $7.8B | ||
| Q1 25 | $53.6B | $6.6B | ||
| Q4 24 | $50.7B | $6.7B | ||
| Q3 24 | $52.8B | $6.6B | ||
| Q2 24 | $51.6B | $6.6B |
负债/权益比RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | 0.80× | ||
| Q3 25 | 0.19× | 0.87× | ||
| Q2 25 | 0.21× | 0.91× | ||
| Q1 25 | 0.27× | 0.78× | ||
| Q4 24 | 0.18× | 0.74× | ||
| Q3 24 | 0.17× | 0.77× | ||
| Q2 24 | 0.19× | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | $483.0M | $345.7M | ||
| Q3 25 | $1.6B | $237.5M | ||
| Q2 25 | $1.5B | $149.2M | ||
| Q1 25 | $157.8M | $91.5M | ||
| Q4 24 | $778.9M | $279.4M | ||
| Q3 24 | $1.5B | $248.1M | ||
| Q2 24 | $1.2B | $181.2M |
自由现金流RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M |
自由现金流率RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% |
资本支出强度RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% |
现金转化率RNRRPM
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 2.14× | ||
| Q3 25 | 1.73× | 1.04× | ||
| Q2 25 | 1.76× | 0.66× | ||
| Q1 25 | 0.93× | 1.76× | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | 1.26× | 1.09× | ||
| Q2 24 | 2.41× | 1.00× |
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
RNR
暂无分部数据
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
