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RENAISSANCERE HOLDINGS LTD（RNR）与RXO, Inc.（RXO）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RXO, Inc.的1.5倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs -3.1%，领先26.6%），RXO, Inc.同比增速更快（-11.9% vs -36.8%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
RNR vs RXO — 直观对比
营收规模更大
RNR
是对方的1.5倍
$1.5B
营收增速更快
RXO
高出24.9%
-36.8%
净利率更高
RNR
高出26.6%
-3.1%
两年增速更快
RXO
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.5B |
| 净利润 | $515.8M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | — | -2.9% |
| 净利率 | 23.5% | -3.1% |
| 营收同比 | -36.8% | -11.9% |
| 净利润同比 | 72.6% | -84.0% |
| 每股收益（稀释后） | $6.57 | $-0.28 |
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RNRRXO
| Q1 26 | $2.2B | — | ||
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $3.2B | $1.4B | ||
| Q2 25 | $3.2B | $1.4B | ||
| Q1 25 | $3.5B | $1.4B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $4.0B | $1.0B | ||
| Q2 24 | $2.8B | $930.0M |
净利润RNRRXO
| Q1 26 | $515.8M | — | ||
| Q4 25 | $760.5M | $-46.0M | ||
| Q3 25 | $916.5M | $-14.0M | ||
| Q2 25 | $835.4M | $-9.0M | ||
| Q1 25 | $170.0M | $-31.0M | ||
| Q4 24 | $-189.7M | $-25.0M | ||
| Q3 24 | $1.2B | $-243.0M | ||
| Q2 24 | $503.9M | $-7.0M |
营业利润率RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | 42.5% | -2.9% | ||
| Q3 25 | 46.3% | -0.5% | ||
| Q2 25 | 41.8% | — | ||
| Q1 25 | -2.0% | -2.1% | ||
| Q4 24 | -3.6% | -1.4% | ||
| Q3 24 | 43.7% | -1.9% | ||
| Q2 24 | 25.0% | — |
净利率RNRRXO
| Q1 26 | 23.5% | — | ||
| Q4 25 | 25.6% | -3.1% | ||
| Q3 25 | 28.7% | -1.0% | ||
| Q2 25 | 26.1% | -0.6% | ||
| Q1 25 | 4.9% | -2.2% | ||
| Q4 24 | -8.3% | -1.5% | ||
| Q3 24 | 29.8% | -23.4% | ||
| Q2 24 | 17.8% | -0.8% |
每股收益（稀释后）RNRRXO
| Q1 26 | $6.57 | — | ||
| Q4 25 | $16.16 | $-0.28 | ||
| Q3 25 | $19.40 | $-0.08 | ||
| Q2 25 | $17.20 | $-0.05 | ||
| Q1 25 | $3.27 | $-0.18 | ||
| Q4 24 | $-3.76 | $-0.17 | ||
| Q3 24 | $22.62 | $-1.81 | ||
| Q2 24 | $9.41 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $4.3B | $1.5B |
| 总资产 | $53.7B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资RNRRXO
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $17.0M | ||
| Q3 25 | $1.7B | $25.0M | ||
| Q2 25 | $1.4B | $18.0M | ||
| Q1 25 | $1.6B | $16.0M | ||
| Q4 24 | $1.7B | $35.0M | ||
| Q3 24 | $1.6B | $55.0M | ||
| Q2 24 | $1.6B | $7.0M |
总债务RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $387.0M | ||
| Q3 25 | $2.2B | $387.0M | ||
| Q2 25 | $2.3B | $387.0M | ||
| Q1 25 | $2.8B | $387.0M | ||
| Q4 24 | $1.9B | $351.0M | ||
| Q3 24 | $1.9B | $352.0M | ||
| Q2 24 | $2.0B | $370.0M |
股东权益RNRRXO
| Q1 26 | $4.3B | — | ||
| Q4 25 | $11.6B | $1.5B | ||
| Q3 25 | $11.5B | $1.6B | ||
| Q2 25 | $10.8B | $1.6B | ||
| Q1 25 | $10.3B | $1.6B | ||
| Q4 24 | $10.6B | $1.6B | ||
| Q3 24 | $11.2B | $1.7B | ||
| Q2 24 | $10.2B | $579.0M |
总资产RNRRXO
| Q1 26 | $53.7B | — | ||
| Q4 25 | $53.8B | $3.3B | ||
| Q3 25 | $54.5B | $3.2B | ||
| Q2 25 | $54.7B | $3.2B | ||
| Q1 25 | $53.6B | $3.3B | ||
| Q4 24 | $50.7B | $3.4B | ||
| Q3 24 | $52.8B | $3.4B | ||
| Q2 24 | $51.6B | $1.8B |
负债/权益比RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | 0.25× | ||
| Q3 25 | 0.19× | 0.24× | ||
| Q2 25 | 0.21× | 0.24× | ||
| Q1 25 | 0.27× | 0.24× | ||
| Q4 24 | 0.18× | 0.22× | ||
| Q3 24 | 0.17× | 0.21× | ||
| Q2 24 | 0.19× | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | $483.0M | $7.0M | ||
| Q3 25 | $1.6B | $23.0M | ||
| Q2 25 | $1.5B | $23.0M | ||
| Q1 25 | $157.8M | $-2.0M | ||
| Q4 24 | $778.9M | $-7.0M | ||
| Q3 24 | $1.5B | $-7.0M | ||
| Q2 24 | $1.2B | $-5.0M |
自由现金流RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
自由现金流率RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
资本支出强度RNRRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率RNRRXO
| 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 | 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
RNR
暂无分部数据
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
