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RENAISSANCERE HOLDINGS LTD（RNR）与SILGAN HOLDINGS INC（SLGN）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SILGAN HOLDINGS INC的1.5倍（$2.2B vs $1.5B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 1.2%，领先22.3%），SILGAN HOLDINGS INC同比增速更快（4.1% vs -36.8%），过去两年SILGAN HOLDINGS INC的营收复合增速更高（5.6% 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。
西尔根控股是一家总部位于美国康涅狄格州的消费品包装制造企业，1987年由原大陆制罐公司的两名高管菲尔·西尔弗与格雷格·霍里根共同创立，公司名称正是取自两位创始人的名字组合，目前在全球包装供应链中占据重要市场地位，为众多快消品牌提供各类包装解决方案。
RNR vs SLGN — 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
SLGN
高出40.8%
-36.8%
净利率更高
RNR
高出22.3%
1.2%
两年增速更快
SLGN
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 | $18.2M |
| 毛利率 | — | 17.2% |
| 营业利润率 | — | 3.6% |
| 净利率 | 23.5% | 1.2% |
| 营收同比 | -36.8% | 4.1% |
| 净利润同比 | 72.6% | -59.6% |
| 每股收益（稀释后） | $6.57 | $0.18 |
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RNRSLGN
| Q1 26 | $2.2B | — | ||
| Q4 25 | $3.0B | $1.5B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $1.5B | ||
| Q1 25 | $3.5B | $1.5B | ||
| Q4 24 | $2.3B | $1.4B | ||
| Q3 24 | $4.0B | $1.7B | ||
| Q2 24 | $2.8B | $1.4B |
净利润RNRSLGN
| Q1 26 | $515.8M | — | ||
| Q4 25 | $760.5M | $18.2M | ||
| Q3 25 | $916.5M | $113.3M | ||
| Q2 25 | $835.4M | $88.9M | ||
| Q1 25 | $170.0M | $68.0M | ||
| Q4 24 | $-189.7M | $45.1M | ||
| Q3 24 | $1.2B | $100.1M | ||
| Q2 24 | $503.9M | $76.1M |
毛利率RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 16.3% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 18.4% | ||
| Q4 24 | — | 16.9% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 18.5% |
营业利润率RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | 42.5% | 3.6% | ||
| Q3 25 | 46.3% | 7.4% | ||
| Q2 25 | 41.8% | 7.7% | ||
| Q1 25 | -2.0% | 6.0% | ||
| Q4 24 | -3.6% | 3.4% | ||
| Q3 24 | 43.7% | 7.2% | ||
| Q2 24 | 25.0% | 7.3% |
净利率RNRSLGN
| Q1 26 | 23.5% | — | ||
| Q4 25 | 25.6% | 1.2% | ||
| Q3 25 | 28.7% | 5.6% | ||
| Q2 25 | 26.1% | 5.8% | ||
| Q1 25 | 4.9% | 4.6% | ||
| Q4 24 | -8.3% | 3.2% | ||
| Q3 24 | 29.8% | 5.7% | ||
| Q2 24 | 17.8% | 5.5% |
每股收益（稀释后）RNRSLGN
| Q1 26 | $6.57 | — | ||
| Q4 25 | $16.16 | $0.18 | ||
| Q3 25 | $19.40 | $1.06 | ||
| Q2 25 | $17.20 | $0.83 | ||
| Q1 25 | $3.27 | $0.63 | ||
| Q4 24 | $-3.76 | $0.42 | ||
| Q3 24 | $22.62 | $0.93 | ||
| Q2 24 | $9.41 | $0.71 |
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 | $1.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $4.3B | $2.3B |
| 总资产 | $53.7B | $9.4B |
| 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RNRSLGN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $389.2M | ||
| Q2 25 | $1.4B | $317.5M | ||
| Q1 25 | $1.6B | $353.0M | ||
| Q4 24 | $1.7B | $822.9M | ||
| Q3 24 | $1.6B | $368.5M | ||
| Q2 24 | $1.6B | $302.8M |
总债务RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $1.9B | — | ||
| Q3 24 | $1.9B | — | ||
| Q2 24 | $2.0B | — |
股东权益RNRSLGN
| Q1 26 | $4.3B | — | ||
| Q4 25 | $11.6B | $2.3B | ||
| Q3 25 | $11.5B | $2.3B | ||
| Q2 25 | $10.8B | $2.2B | ||
| Q1 25 | $10.3B | $2.1B | ||
| Q4 24 | $10.6B | $2.0B | ||
| Q3 24 | $11.2B | $2.1B | ||
| Q2 24 | $10.2B | $1.9B |
总资产RNRSLGN
| Q1 26 | $53.7B | — | ||
| Q4 25 | $53.8B | $9.4B | ||
| Q3 25 | $54.5B | $9.5B | ||
| Q2 25 | $54.7B | $9.4B | ||
| Q1 25 | $53.6B | $8.8B | ||
| Q4 24 | $50.7B | $8.6B | ||
| Q3 24 | $52.8B | $7.7B | ||
| Q2 24 | $51.6B | $7.7B |
负债/权益比RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | 0.20× | — | ||
| Q3 25 | 0.19× | — | ||
| Q2 25 | 0.21× | — | ||
| Q1 25 | 0.27× | — | ||
| Q4 24 | 0.18× | — | ||
| 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 | — | $1.3B |
| 自由现金流经营现金流 - 资本支出 | — | $1.2B |
| 自由现金流率自由现金流/营收 | — | 83.2% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | — | 71.07× |
| 过去12个月自由现金流最近4个季度 | — | $422.7M |
8季度趋势，按日历期对齐
经营现金流RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | $483.0M | $1.3B | ||
| Q3 25 | $1.6B | $340.9M | ||
| Q2 25 | $1.5B | $-221.4M | ||
| Q1 25 | $157.8M | $-683.4M | ||
| Q4 24 | $778.9M | $935.8M | ||
| Q3 24 | $1.5B | $313.0M | ||
| Q2 24 | $1.2B | $20.9M |
自由现金流RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | — | $260.8M | ||
| Q2 25 | — | $-294.2M | ||
| Q1 25 | — | $-766.3M | ||
| Q4 24 | — | $865.0M | ||
| Q3 24 | — | $252.4M | ||
| Q2 24 | — | $-35.3M |
自由现金流率RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | — | 83.2% | ||
| Q3 25 | — | 13.0% | ||
| Q2 25 | — | -19.1% | ||
| Q1 25 | — | -52.2% | ||
| Q4 24 | — | 61.3% | ||
| Q3 24 | — | 14.5% | ||
| Q2 24 | — | -2.6% |
资本支出强度RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | 4.1% |
现金转化率RNRSLGN
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 71.07× | ||
| Q3 25 | 1.73× | 3.01× | ||
| Q2 25 | 1.76× | -2.49× | ||
| Q1 25 | 0.93× | -10.06× | ||
| Q4 24 | — | 20.77× | ||
| Q3 24 | 1.26× | 3.13× | ||
| Q2 24 | 2.41× | 0.27× |
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
SLGN
| Metal Containers | $675.6M | 46% |
| Dispensing And Specialty Closures | $643.6M | 44% |
| Custom Containers | $149.4M | 10% |
