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RENAISSANCERE HOLDINGS LTD（RNR）与百胜餐饮集团（YUM）财务数据对比。点击上方公司名可切换其他公司
百胜餐饮集团的季度营收约是RENAISSANCERE HOLDINGS LTD的1.1倍（$2.5B vs $2.2B），RENAISSANCERE HOLDINGS LTD净利率更高（23.5% vs 21.3%，领先2.2%），百胜餐饮集团同比增速更快（6.5% vs -36.8%），过去两年百胜餐饮集团的营收复合增速更高（25.5% 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。
百胜餐饮集团是美国跨国快餐企业，前身为百事可乐1977年收购肯德基、必胜客、塔可贝尔后成立的子公司，1997年从百事可乐分拆独立。目前集团运营肯德基、必胜客、塔可贝尔、哈比特汉堡等知名餐饮品牌，同时持有多家科技公司为业务发展提供支持。
RNR vs YUM — 直观对比
营收规模更大
YUM
是对方的1.1倍
$2.2B
营收增速更快
YUM
高出43.2%
-36.8%
净利率更高
RNR
高出2.2%
21.3%
两年增速更快
YUM
近两年复合增速
-11.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.5B |
| 净利润 | $515.8M | $535.0M |
| 毛利率 | — | 67.6% |
| 营业利润率 | — | 29.3% |
| 净利率 | 23.5% | 21.3% |
| 营收同比 | -36.8% | 6.5% |
| 净利润同比 | 72.6% | 26.5% |
| 每股收益（稀释后） | $6.57 | $1.91 |
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RNRYUM
| Q1 26 | $2.2B | — | ||
| Q4 25 | $3.0B | $2.5B | ||
| Q3 25 | $3.2B | $2.0B | ||
| Q2 25 | $3.2B | $1.9B | ||
| Q1 25 | $3.5B | $1.8B | ||
| Q4 24 | $2.3B | $2.4B | ||
| Q3 24 | $4.0B | $1.8B | ||
| Q2 24 | $2.8B | $1.8B |
净利润RNRYUM
| Q1 26 | $515.8M | — | ||
| Q4 25 | $760.5M | $535.0M | ||
| Q3 25 | $916.5M | $397.0M | ||
| Q2 25 | $835.4M | $374.0M | ||
| Q1 25 | $170.0M | $253.0M | ||
| Q4 24 | $-189.7M | $423.0M | ||
| Q3 24 | $1.2B | $382.0M | ||
| Q2 24 | $503.9M | $367.0M |
毛利率RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | — | 67.6% | ||
| Q3 25 | — | 70.3% | ||
| Q2 25 | — | 71.0% | ||
| Q1 25 | — | 70.9% | ||
| Q4 24 | — | 69.2% | ||
| Q3 24 | — | 71.4% | ||
| Q2 24 | — | 73.3% |
营业利润率RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | 42.5% | 29.3% | ||
| Q3 25 | 46.3% | 33.7% | ||
| Q2 25 | 41.8% | 32.2% | ||
| Q1 25 | -2.0% | 30.7% | ||
| Q4 24 | -3.6% | 27.8% | ||
| Q3 24 | 43.7% | 33.9% | ||
| Q2 24 | 25.0% | 34.4% |
净利率RNRYUM
| Q1 26 | 23.5% | — | ||
| Q4 25 | 25.6% | 21.3% | ||
| Q3 25 | 28.7% | 20.1% | ||
| Q2 25 | 26.1% | 19.3% | ||
| Q1 25 | 4.9% | 14.2% | ||
| Q4 24 | -8.3% | 17.9% | ||
| Q3 24 | 29.8% | 20.9% | ||
| Q2 24 | 17.8% | 20.8% |
每股收益（稀释后）RNRYUM
| Q1 26 | $6.57 | — | ||
| Q4 25 | $16.16 | $1.91 | ||
| Q3 25 | $19.40 | $1.41 | ||
| Q2 25 | $17.20 | $1.33 | ||
| Q1 25 | $3.27 | $0.90 | ||
| Q4 24 | $-3.76 | $1.49 | ||
| Q3 24 | $22.62 | $1.35 | ||
| Q2 24 | $9.41 | $1.28 |
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 | $709.0M |
| 总债务越低越好 | — | $11.9B |
| 股东权益账面价值 | $4.3B | $-7.3B |
| 总资产 | $53.7B | $8.2B |
| 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RNRYUM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $709.0M | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.4B | $677.0M | ||
| Q1 25 | $1.6B | $607.0M | ||
| Q4 24 | $1.7B | $707.0M | ||
| Q3 24 | $1.6B | $548.0M | ||
| Q2 24 | $1.6B | $520.0M |
总债务RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $11.9B | ||
| Q3 25 | $2.2B | $11.5B | ||
| Q2 25 | $2.3B | $10.4B | ||
| Q1 25 | $2.8B | $11.3B | ||
| Q4 24 | $1.9B | $11.3B | ||
| Q3 24 | $1.9B | $11.2B | ||
| Q2 24 | $2.0B | $11.1B |
股东权益RNRYUM
| Q1 26 | $4.3B | — | ||
| Q4 25 | $11.6B | $-7.3B | ||
| Q3 25 | $11.5B | $-7.5B | ||
| Q2 25 | $10.8B | $-7.7B | ||
| Q1 25 | $10.3B | $-7.8B | ||
| Q4 24 | $10.6B | $-7.6B | ||
| Q3 24 | $11.2B | $-7.7B | ||
| Q2 24 | $10.2B | $-7.6B |
总资产RNRYUM
| Q1 26 | $53.7B | — | ||
| Q4 25 | $53.8B | $8.2B | ||
| Q3 25 | $54.5B | $7.2B | ||
| Q2 25 | $54.7B | $6.9B | ||
| Q1 25 | $53.6B | $6.7B | ||
| Q4 24 | $50.7B | $6.7B | ||
| Q3 24 | $52.8B | $6.5B | ||
| Q2 24 | $51.6B | $6.4B |
负债/权益比RNRYUM
| 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 | — | $617.0M |
| 自由现金流经营现金流 - 资本支出 | — | $482.0M |
| 自由现金流率自由现金流/营收 | — | 19.2% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | — | 1.15× |
| 过去12个月自由现金流最近4个季度 | — | $1.6B |
8季度趋势，按日历期对齐
经营现金流RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | $483.0M | $617.0M | ||
| Q3 25 | $1.6B | $543.0M | ||
| Q2 25 | $1.5B | $446.0M | ||
| Q1 25 | $157.8M | $404.0M | ||
| Q4 24 | $778.9M | $513.0M | ||
| Q3 24 | $1.5B | $471.0M | ||
| Q2 24 | $1.2B | $342.0M |
自由现金流RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | — | $482.0M | ||
| Q3 25 | — | $449.0M | ||
| Q2 25 | — | $375.0M | ||
| Q1 25 | — | $333.0M | ||
| Q4 24 | — | $407.0M | ||
| Q3 24 | — | $419.0M | ||
| Q2 24 | — | $292.0M |
自由现金流率RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | — | 19.2% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 18.6% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 16.6% |
资本支出强度RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 2.8% | ||
| Q2 24 | — | 2.8% |
现金转化率RNRYUM
| Q1 26 | — | — | ||
| Q4 25 | 0.64× | 1.15× | ||
| Q3 25 | 1.73× | 1.37× | ||
| Q2 25 | 1.76× | 1.19× | ||
| Q1 25 | 0.93× | 1.60× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | 1.26× | 1.23× | ||
| Q2 24 | 2.41× | 0.93× |
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
YUM
| Other | $1.5B | 59% |
| Advertising | $547.0M | 22% |
| Pizza Hut Global Division | $303.0M | 12% |
| The Habit Burger Grill Global Division | $174.0M | 7% |
| Real Estate | $4.0M | 0% |
