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COMPASS MINERALS INTERNATIONAL INC（CMP）与Insulet Corporation（PODD）财务数据对比。点击上方公司名可切换其他公司
Insulet Corporation的季度营收约是COMPASS MINERALS INTERNATIONAL INC的2.0倍（$783.7M vs $396.1M），Insulet Corporation净利率更高（13.0% vs 4.7%，领先8.3%），Insulet Corporation同比增速更快（31.2% vs 28.9%），Insulet Corporation自由现金流更多（$48.2M vs $-59.8M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 4.3%）
指南针矿产国际是一家美国上市矿产企业，总部位于堪萨斯州欧弗兰帕克，是盐、氯化镁和硫酸钾等产品的领先生产商。公司面向北美和英国客户供应经处理与未经处理的散装道路除冰盐，同时向全球种植者提供植物营养产品，此外也生产民用除冰、水质调节产品及相关商用产品。
Insulet Corporation是深耕糖尿病治疗领域的医疗器械企业，核心产品为胰岛素泵，通过持续皮下输注胰岛素的疗法为患者给药。其产品通常由泵主体、一次性胰岛素储药仓，以及包含皮下植入套管和连接管路的一次性输注套件构成，满足不同患者的治疗需求。
CMP vs PODD — 直观对比
营收规模更大
PODD
是对方的2.0倍
$396.1M
营收增速更快
PODD
高出2.2%
28.9%
净利率更高
PODD
高出8.3%
4.7%
自由现金流更多
PODD
多$108.0M
$-59.8M
两年增速更快
PODD
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $396.1M | $783.7M |
| 净利润 | $18.6M | $101.6M |
| 毛利率 | 16.0% | 72.6% |
| 营业利润率 | 9.2% | 18.7% |
| 净利率 | 4.7% | 13.0% |
| 营收同比 | 28.9% | 31.2% |
| 净利润同比 | 178.8% | 0.9% |
| 每股收益（稀释后） | $0.43 | $1.42 |
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CMPPODD
| Q4 25 | $396.1M | $783.7M | ||
| Q3 25 | $227.5M | $706.3M | ||
| Q2 25 | $214.6M | $649.1M | ||
| Q1 25 | $494.6M | $569.0M | ||
| Q4 24 | $307.2M | $597.5M | ||
| Q3 24 | $208.8M | $543.9M | ||
| Q2 24 | $202.9M | $488.5M | ||
| Q1 24 | $364.0M | $441.7M |
净利润CMPPODD
| Q4 25 | $18.6M | $101.6M | ||
| Q3 25 | $-7.2M | $87.6M | ||
| Q2 25 | $-17.0M | $22.5M | ||
| Q1 25 | $-32.0M | $35.4M | ||
| Q4 24 | $-23.6M | $100.7M | ||
| Q3 24 | $-48.3M | $77.5M | ||
| Q2 24 | $-43.6M | $188.6M | ||
| Q1 24 | $-38.9M | $51.5M |
毛利率CMPPODD
| Q4 25 | 16.0% | 72.6% | ||
| Q3 25 | 16.9% | 72.2% | ||
| Q2 25 | 19.2% | 69.7% | ||
| Q1 25 | 15.5% | 71.9% | ||
| Q4 24 | 11.2% | 72.1% | ||
| Q3 24 | 9.3% | 69.3% | ||
| Q2 24 | 16.1% | 67.7% | ||
| Q1 24 | 19.7% | 69.5% |
营业利润率CMPPODD
| Q4 25 | 9.2% | 18.7% | ||
| Q3 25 | 5.3% | 16.7% | ||
| Q2 25 | 7.4% | 18.7% | ||
| Q1 25 | -0.6% | 15.6% | ||
| Q4 24 | 0.2% | 18.3% | ||
| Q3 24 | -14.3% | 16.2% | ||
| Q2 24 | 2.9% | 11.2% | ||
| Q1 24 | -10.8% | 12.9% |
净利率CMPPODD
| Q4 25 | 4.7% | 13.0% | ||
| Q3 25 | -3.2% | 12.4% | ||
| Q2 25 | -7.9% | 3.5% | ||
| Q1 25 | -6.5% | 6.2% | ||
| Q4 24 | -7.7% | 16.9% | ||
| Q3 24 | -23.1% | 14.2% | ||
| Q2 24 | -21.5% | 38.6% | ||
| Q1 24 | -10.7% | 11.7% |
每股收益（稀释后）CMPPODD
| Q4 25 | $0.43 | $1.42 | ||
| Q3 25 | — | $1.24 | ||
| Q2 25 | $-0.41 | $0.32 | ||
| Q1 25 | $-0.77 | $0.50 | ||
| Q4 24 | $-0.57 | $1.38 | ||
| Q3 24 | $-1.17 | $1.08 | ||
| Q2 24 | $-1.05 | $2.59 | ||
| Q1 24 | $-0.94 | $0.73 |
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 | $46.7M | — |
| 总债务越低越好 | $890.0M | $930.8M |
| 股东权益账面价值 | $260.5M | $1.5B |
| 总资产 | $1.5B | $3.2B |
| 负债/权益比越低杠杆越低 | 3.42× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资CMPPODD
| Q4 25 | $46.7M | — | ||
| Q3 25 | $59.7M | — | ||
| Q2 25 | $79.4M | — | ||
| Q1 25 | $49.5M | — | ||
| Q4 24 | $45.8M | — | ||
| Q3 24 | $20.2M | — | ||
| Q2 24 | $12.8M | — | ||
| Q1 24 | $38.3M | — |
总债务CMPPODD
| Q4 25 | $890.0M | $930.8M | ||
| Q3 25 | $839.8M | $934.9M | ||
| Q2 25 | $833.4M | $939.0M | ||
| Q1 25 | $807.6M | $1.6B | ||
| Q4 24 | $974.4M | $1.3B | ||
| Q3 24 | $921.2M | $1.4B | ||
| Q2 24 | $875.1M | $1.4B | ||
| Q1 24 | $877.2M | $1.4B |
股东权益CMPPODD
| Q4 25 | $260.5M | $1.5B | ||
| Q3 25 | $234.1M | $1.4B | ||
| Q2 25 | $249.8M | $1.5B | ||
| Q1 25 | $236.5M | $1.3B | ||
| Q4 24 | $263.0M | $1.2B | ||
| Q3 24 | $316.6M | $1.1B | ||
| Q2 24 | $352.1M | $998.4M | ||
| Q1 24 | $400.4M | $790.7M |
总资产CMPPODD
| Q4 25 | $1.5B | $3.2B | ||
| Q3 25 | $1.5B | $3.0B | ||
| Q2 25 | $1.5B | $3.5B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.7B | $3.1B | ||
| Q3 24 | $1.6B | $3.0B | ||
| Q2 24 | $1.6B | $2.9B | ||
| Q1 24 | $1.7B | $2.6B |
负债/权益比CMPPODD
| Q4 25 | 3.42× | 0.61× | ||
| Q3 25 | 3.59× | 0.68× | ||
| Q2 25 | 3.34× | 0.64× | ||
| Q1 25 | 3.41× | 1.21× | ||
| Q4 24 | 3.70× | 1.07× | ||
| Q3 24 | 2.91× | 1.21× | ||
| Q2 24 | 2.49× | 1.36× | ||
| Q1 24 | 2.19× | 1.72× |
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 | $-37.0M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $-59.8M | $48.2M |
| 自由现金流率自由现金流/营收 | -15.1% | 6.2% |
| 资本支出强度资本支出/营收 | 5.8% | 17.2% |
| 现金转化率经营现金流/净利润 | -1.99× | 1.80× |
| 过去12个月自由现金流最近4个季度 | $94.1M | $377.7M |
8季度趋势，按日历期对齐
经营现金流CMPPODD
| Q4 25 | $-37.0M | $183.3M | ||
| Q3 25 | $-6.9M | $125.7M | ||
| Q2 25 | $21.8M | $196.5M | ||
| Q1 25 | $186.9M | $63.8M | ||
| Q4 24 | $-4.1M | $147.7M | ||
| Q3 24 | $-12.7M | $98.5M | ||
| Q2 24 | $-6.8M | $96.5M | ||
| Q1 24 | $86.2M | $87.6M |
自由现金流CMPPODD
| Q4 25 | $-59.8M | $48.2M | ||
| Q3 25 | $-22.8M | $100.1M | ||
| Q2 25 | $3.8M | $177.9M | ||
| Q1 25 | $172.9M | $51.5M | ||
| Q4 24 | $-25.9M | $94.1M | ||
| Q3 24 | $-33.6M | $71.8M | ||
| Q2 24 | $-21.5M | $74.0M | ||
| Q1 24 | $56.2M | $65.5M |
自由现金流率CMPPODD
| Q4 25 | -15.1% | 6.2% | ||
| Q3 25 | -10.0% | 14.2% | ||
| Q2 25 | 1.8% | 27.4% | ||
| Q1 25 | 35.0% | 9.1% | ||
| Q4 24 | -8.4% | 15.7% | ||
| Q3 24 | -16.1% | 13.2% | ||
| Q2 24 | -10.6% | 15.1% | ||
| Q1 24 | 15.4% | 14.8% |
资本支出强度CMPPODD
| Q4 25 | 5.8% | 17.2% | ||
| Q3 25 | 7.0% | 3.6% | ||
| Q2 25 | 8.4% | 2.9% | ||
| Q1 25 | 2.8% | 2.2% | ||
| Q4 24 | 7.1% | 9.0% | ||
| Q3 24 | 10.0% | 4.9% | ||
| Q2 24 | 7.2% | 4.6% | ||
| Q1 24 | 8.2% | 5.0% |
现金转化率CMPPODD
| Q4 25 | -1.99× | 1.80× | ||
| Q3 25 | — | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | — | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 1.70× |
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
CMP
| Highway Deicing Salt | $210.8M | 53% |
| Consumer Industrial Salt | $120.7M | 30% |
| Plant Nutrition | $60.8M | 15% |
| Transferred Over Time | $2.8M | 1% |
| Other | $1.0M | 0% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
