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Equity Residential（EQR）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Equity Residential的1.0倍（$783.7M vs $781.9M），Equity Residential净利率更高（48.9% vs 13.0%，领先35.9%），Insulet Corporation同比增速更快（31.2% vs 2.0%），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 3.4%）
Equity Residential是总部位于美国的公开上市房地产投资信托基金（REIT），核心业务聚焦公寓类不动产投资，在全美多地持有大量优质公寓资产，深耕租赁住房市场，拥有成熟的运营管理经验和突出的行业竞争优势。
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。
EQR vs PODD — 直观对比
营收规模更大
PODD
是对方的1.0倍
$781.9M
营收增速更快
PODD
高出29.2%
2.0%
净利率更高
EQR
高出35.9%
13.0%
两年增速更快
PODD
近两年复合增速
3.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $781.9M | $783.7M |
| 净利润 | $382.1M | $101.6M |
| 毛利率 | — | 72.6% |
| 营业利润率 | 50.6% | 18.7% |
| 净利率 | 48.9% | 13.0% |
| 营收同比 | 2.0% | 31.2% |
| 净利润同比 | -8.8% | 0.9% |
| 每股收益（稀释后） | $1.01 | $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EQRPODD
| Q4 25 | $781.9M | $783.7M | ||
| Q3 25 | $782.4M | $706.3M | ||
| Q2 25 | $768.8M | $649.1M | ||
| Q1 25 | $760.8M | $569.0M | ||
| Q4 24 | $766.8M | $597.5M | ||
| Q3 24 | $748.3M | $543.9M | ||
| Q2 24 | $734.2M | $488.5M | ||
| Q1 24 | $730.8M | $441.7M |
净利润EQRPODD
| Q4 25 | $382.1M | $101.6M | ||
| Q3 25 | $289.1M | $87.6M | ||
| Q2 25 | $192.4M | $22.5M | ||
| Q1 25 | $256.6M | $35.4M | ||
| Q4 24 | $419.1M | $100.7M | ||
| Q3 24 | $143.4M | $77.5M | ||
| Q2 24 | $177.5M | $188.6M | ||
| Q1 24 | $295.8M | $51.5M |
毛利率EQRPODD
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% | ||
| Q1 24 | — | 69.5% |
营业利润率EQRPODD
| Q4 25 | 50.6% | 18.7% | ||
| Q3 25 | 38.5% | 16.7% | ||
| Q2 25 | 26.6% | 18.7% | ||
| Q1 25 | 35.7% | 15.6% | ||
| Q4 24 | 57.2% | 18.3% | ||
| Q3 24 | 20.1% | 16.2% | ||
| Q2 24 | 25.3% | 11.2% | ||
| Q1 24 | 42.0% | 12.9% |
净利率EQRPODD
| Q4 25 | 48.9% | 13.0% | ||
| Q3 25 | 36.9% | 12.4% | ||
| Q2 25 | 25.0% | 3.5% | ||
| Q1 25 | 33.7% | 6.2% | ||
| Q4 24 | 54.7% | 16.9% | ||
| Q3 24 | 19.2% | 14.2% | ||
| Q2 24 | 24.2% | 38.6% | ||
| Q1 24 | 40.5% | 11.7% |
每股收益（稀释后）EQRPODD
| Q4 25 | $1.01 | $1.42 | ||
| Q3 25 | $0.76 | $1.24 | ||
| Q2 25 | $0.50 | $0.32 | ||
| Q1 25 | $0.67 | $0.50 | ||
| Q4 24 | $1.10 | $1.38 | ||
| Q3 24 | $0.38 | $1.08 | ||
| Q2 24 | $0.47 | $2.59 | ||
| Q1 24 | $0.77 | $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 | $55.9M | — |
| 总债务越低越好 | $8.2B | $930.8M |
| 股东权益账面价值 | $11.0B | $1.5B |
| 总资产 | $20.7B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.75× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资EQRPODD
| Q4 25 | $55.9M | — | ||
| Q3 25 | $93.1M | — | ||
| Q2 25 | $31.3M | — | ||
| Q1 25 | $39.8M | — | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $28.6M | — | ||
| Q2 24 | $38.3M | — | ||
| Q1 24 | $44.5M | — |
总债务EQRPODD
| Q4 25 | $8.2B | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | $8.2B | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B | ||
| Q1 24 | — | $1.4B |
股东权益EQRPODD
| Q4 25 | $11.0B | $1.5B | ||
| Q3 25 | $11.1B | $1.4B | ||
| Q2 25 | $11.0B | $1.5B | ||
| Q1 25 | $11.0B | $1.3B | ||
| Q4 24 | $11.0B | $1.2B | ||
| Q3 24 | $10.9B | $1.1B | ||
| Q2 24 | $11.0B | $998.4M | ||
| Q1 24 | $11.1B | $790.7M |
总资产EQRPODD
| Q4 25 | $20.7B | $3.2B | ||
| Q3 25 | $21.1B | $3.0B | ||
| Q2 25 | $21.0B | $3.5B | ||
| Q1 25 | $20.6B | $3.5B | ||
| Q4 24 | $20.8B | $3.1B | ||
| Q3 24 | $20.9B | $3.0B | ||
| Q2 24 | $19.8B | $2.9B | ||
| Q1 24 | $19.9B | $2.6B |
负债/权益比EQRPODD
| Q4 25 | 0.75× | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | 0.74× | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× | ||
| Q1 24 | — | 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 | $387.0M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | — | $48.2M |
| 自由现金流率自由现金流/营收 | — | 6.2% |
| 资本支出强度资本支出/营收 | — | 17.2% |
| 现金转化率经营现金流/净利润 | 1.01× | 1.80× |
| 过去12个月自由现金流最近4个季度 | — | $377.7M |
8季度趋势，按日历期对齐
经营现金流EQRPODD
| Q4 25 | $387.0M | $183.3M | ||
| Q3 25 | $476.7M | $125.7M | ||
| Q2 25 | $359.5M | $196.5M | ||
| Q1 25 | $425.5M | $63.8M | ||
| Q4 24 | $354.2M | $147.7M | ||
| Q3 24 | $401.4M | $98.5M | ||
| Q2 24 | $396.9M | $96.5M | ||
| Q1 24 | $421.0M | $87.6M |
自由现金流EQRPODD
| Q4 25 | — | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | — | $177.9M | ||
| Q1 25 | — | $51.5M | ||
| Q4 24 | — | $94.1M | ||
| Q3 24 | — | $71.8M | ||
| Q2 24 | — | $74.0M | ||
| Q1 24 | — | $65.5M |
自由现金流率EQRPODD
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 27.4% | ||
| Q1 25 | — | 9.1% | ||
| Q4 24 | — | 15.7% | ||
| Q3 24 | — | 13.2% | ||
| Q2 24 | — | 15.1% | ||
| Q1 24 | — | 14.8% |
资本支出强度EQRPODD
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 3.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | — | 2.2% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 4.6% | ||
| Q1 24 | — | 5.0% |
现金转化率EQRPODD
| Q4 25 | 1.01× | 1.80× | ||
| Q3 25 | 1.65× | 1.43× | ||
| Q2 25 | 1.87× | 8.73× | ||
| Q1 25 | 1.66× | 1.80× | ||
| Q4 24 | 0.85× | 1.47× | ||
| Q3 24 | 2.80× | 1.27× | ||
| Q2 24 | 2.24× | 0.51× | ||
| Q1 24 | 1.42× | 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
EQR
暂无分部数据
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
