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エサブ（ESAB）とInsulet Corporation（PODD）の財務データ比較。上の社名をクリックして会社を切り替えられます
Insulet Corporationの直近四半期売上が大きい（$783.7M vs $727.8M、エサブの約1.1倍）。Insulet Corporationの純利益率が高く（13.0% vs 7.5%、差は5.4%）。Insulet Corporationの前年同期比売上増加率が高い（31.2% vs 8.5%）。エサブの直近四半期フリーキャッシュフローが多い（$70.3M vs $48.2M）。過去8四半期でInsulet Corporationの売上複合成長率が高い（33.2% vs 2.8%）
ESAB（正式名称はElektriska Svetsnings-Aktiebolaget）は米国とスウェーデンに拠点を置く産業企業で、溶接・切断装置や消耗品の開発・販売を主力事業とし、世界中のさまざまな業界の顧客に高品質なソリューションを提供している業界の有力企業です。
インスレットコーポレーションは糖尿病治療向け医療機器メーカーで、主力製品は持続皮下インスリン注入療法に使用するインスリンポンプです。製品はポンプ本体、使い捨てインスリン貯蔵槽、皮下挿入カニューレと接続チューブを含む使い捨て輸液セットで構成されています。
ESAB vs PODD — 直接比較
損益計算書 — Q3 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $727.8M | $783.7M |
| 純利益 | $54.8M | $101.6M |
| 粗利率 | 37.0% | 72.6% |
| 営業利益率 | 14.6% | 18.7% |
| 純利益率 | 7.5% | 13.0% |
| 売上前年比 | 8.5% | 31.2% |
| 純利益前年比 | 2.1% | 0.9% |
| EPS（希薄化後） | $0.90 | $1.42 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $727.8M | $783.7M | ||
| Q3 25 | $715.6M | $706.3M | ||
| Q2 25 | $678.1M | $649.1M | ||
| Q1 25 | — | $569.0M | ||
| Q4 24 | $670.8M | $597.5M | ||
| Q3 24 | $673.3M | $543.9M | ||
| Q2 24 | $707.1M | $488.5M | ||
| Q1 24 | $689.7M | $441.7M |
| Q4 25 | $54.8M | $101.6M | ||
| Q3 25 | $66.9M | $87.6M | ||
| Q2 25 | $67.4M | $22.5M | ||
| Q1 25 | — | $35.4M | ||
| Q4 24 | $53.7M | $100.7M | ||
| Q3 24 | $68.2M | $77.5M | ||
| Q2 24 | $82.9M | $188.6M | ||
| Q1 24 | $60.0M | $51.5M |
| Q4 25 | 37.0% | 72.6% | ||
| Q3 25 | 37.2% | 72.2% | ||
| Q2 25 | 37.6% | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | 38.5% | 72.1% | ||
| Q3 24 | 37.7% | 69.3% | ||
| Q2 24 | 38.2% | 67.7% | ||
| Q1 24 | 37.0% | 69.5% |
| Q4 25 | 14.6% | 18.7% | ||
| Q3 25 | 15.2% | 16.7% | ||
| Q2 25 | 16.2% | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | 16.6% | 18.3% | ||
| Q3 24 | 15.7% | 16.2% | ||
| Q2 24 | 16.9% | 11.2% | ||
| Q1 24 | 16.0% | 12.9% |
| Q4 25 | 7.5% | 13.0% | ||
| Q3 25 | 9.3% | 12.4% | ||
| Q2 25 | 9.9% | 3.5% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | 8.0% | 16.9% | ||
| Q3 24 | 10.1% | 14.2% | ||
| Q2 24 | 11.7% | 38.6% | ||
| Q1 24 | 8.7% | 11.7% |
| Q4 25 | $0.90 | $1.42 | ||
| Q3 25 | $1.09 | $1.24 | ||
| Q2 25 | $1.10 | $0.32 | ||
| Q1 25 | — | $0.50 | ||
| Q4 24 | $0.87 | $1.38 | ||
| Q3 24 | $1.11 | $1.08 | ||
| Q2 24 | $1.35 | $2.59 | ||
| Q1 24 | $0.98 | $0.73 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $218.2M | — |
| 総負債低いほど良い | $1.3B | $930.8M |
| 株主資本純資産 | $2.1B | $1.5B |
| 総資産 | $4.9B | $3.2B |
| 負債/資本比率低いほどレバレッジが低い | 0.63× | 0.61× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $218.2M | — | ||
| Q3 25 | $258.2M | — | ||
| Q2 25 | $291.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $249.4M | — | ||
| Q3 24 | $253.7M | — | ||
| Q2 24 | $228.5M | — | ||
| Q1 24 | $76.5M | — |
| Q4 25 | $1.3B | $930.8M | ||
| Q3 25 | $1.1B | $934.9M | ||
| Q2 25 | $1.1B | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $1.1B | $1.3B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $992.8M | $1.4B |
| Q4 25 | $2.1B | $1.5B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $1.7B | $998.4M | ||
| Q1 24 | $1.6B | $790.7M |
| Q4 25 | $4.9B | $3.2B | ||
| Q3 25 | $4.4B | $3.0B | ||
| Q2 25 | $4.2B | $3.5B | ||
| Q1 25 | — | $3.5B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.1B | $3.0B | ||
| Q2 24 | $4.0B | $2.9B | ||
| Q1 24 | $3.8B | $2.6B |
| Q4 25 | 0.63× | 0.61× | ||
| Q3 25 | 0.51× | 0.68× | ||
| Q2 25 | 0.55× | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 0.60× | 1.07× | ||
| Q3 24 | 0.59× | 1.21× | ||
| Q2 24 | 0.63× | 1.36× | ||
| Q1 24 | 0.61× | 1.72× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $81.5M | $183.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $70.3M | $48.2M |
| FCFマージンFCF / 売上 | 9.7% | 6.2% |
| 設備投資強度設備投資 / 売上 | 1.5% | 17.2% |
| キャッシュ転換率営業CF / 純利益 | 1.49× | 1.80× |
| 直近12ヶ月FCF直近4四半期 | $238.0M | $377.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $81.5M | $183.3M | ||
| Q3 25 | $46.6M | $125.7M | ||
| Q2 25 | $35.4M | $196.5M | ||
| Q1 25 | — | $63.8M | ||
| Q4 24 | $126.9M | $147.7M | ||
| Q3 24 | $101.0M | $98.5M | ||
| Q2 24 | $83.0M | $96.5M | ||
| Q1 24 | $44.5M | $87.6M |
| Q4 25 | $70.3M | $48.2M | ||
| Q3 25 | $37.4M | $100.1M | ||
| Q2 25 | $28.1M | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | $102.2M | $94.1M | ||
| Q3 24 | $90.4M | $71.8M | ||
| Q2 24 | $74.0M | $74.0M | ||
| Q1 24 | $37.1M | $65.5M |
| Q4 25 | 9.7% | 6.2% | ||
| Q3 25 | 5.2% | 14.2% | ||
| Q2 25 | 4.1% | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | 15.2% | 15.7% | ||
| Q3 24 | 13.4% | 13.2% | ||
| Q2 24 | 10.5% | 15.1% | ||
| Q1 24 | 5.4% | 14.8% |
| Q4 25 | 1.5% | 17.2% | ||
| Q3 25 | 1.3% | 3.6% | ||
| Q2 25 | 1.1% | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | 3.7% | 9.0% | ||
| Q3 24 | 1.6% | 4.9% | ||
| Q2 24 | 1.3% | 4.6% | ||
| Q1 24 | 1.1% | 5.0% |
| Q4 25 | 1.49× | 1.80× | ||
| Q3 25 | 0.70× | 1.43× | ||
| Q2 25 | 0.53× | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | 2.36× | 1.47× | ||
| Q3 24 | 1.48× | 1.27× | ||
| Q2 24 | 1.00× | 0.51× | ||
| Q1 24 | 0.74× | 1.70× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
