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哈贝尔（HUBB）与Insulet Corporation（PODD）财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是Insulet Corporation的1.9倍（$1.5B vs $783.7M），哈贝尔净利率更高（14.6% vs 13.0%，领先1.6%），Insulet Corporation同比增速更快（31.2% vs 11.9%），哈贝尔自由现金流更多（$388.8M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 3.3%）
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
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。
HUBB vs PODD — 直观对比
营收规模更大
HUBB
是对方的1.9倍
$783.7M
营收增速更快
PODD
高出19.3%
11.9%
净利率更高
HUBB
高出1.6%
13.0%
自由现金流更多
HUBB
多$340.6M
$48.2M
两年增速更快
PODD
近两年复合增速
3.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $783.7M |
| 净利润 | $217.7M | $101.6M |
| 毛利率 | 34.6% | 72.6% |
| 营业利润率 | 20.3% | 18.7% |
| 净利率 | 14.6% | 13.0% |
| 营收同比 | 11.9% | 31.2% |
| 净利润同比 | 10.5% | 0.9% |
| 每股收益（稀释后） | $4.06 | $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HUBBPODD
| Q4 25 | $1.5B | $783.7M | ||
| Q3 25 | $1.5B | $706.3M | ||
| Q2 25 | $1.5B | $649.1M | ||
| Q1 25 | $1.4B | $569.0M | ||
| Q4 24 | $1.3B | $597.5M | ||
| Q3 24 | $1.4B | $543.9M | ||
| Q2 24 | $1.5B | $488.5M | ||
| Q1 24 | $1.4B | $441.7M |
净利润HUBBPODD
| Q4 25 | $217.7M | $101.6M | ||
| Q3 25 | $255.5M | $87.6M | ||
| Q2 25 | $244.2M | $22.5M | ||
| Q1 25 | $169.7M | $35.4M | ||
| Q4 24 | $197.0M | $100.7M | ||
| Q3 24 | $219.4M | $77.5M | ||
| Q2 24 | $213.6M | $188.6M | ||
| Q1 24 | $147.8M | $51.5M |
毛利率HUBBPODD
| Q4 25 | 34.6% | 72.6% | ||
| Q3 25 | 36.2% | 72.2% | ||
| Q2 25 | 37.2% | 69.7% | ||
| Q1 25 | 33.1% | 71.9% | ||
| Q4 24 | 33.8% | 72.1% | ||
| Q3 24 | 34.5% | 69.3% | ||
| Q2 24 | 35.0% | 67.7% | ||
| Q1 24 | 32.0% | 69.5% |
营业利润率HUBBPODD
| Q4 25 | 20.3% | 18.7% | ||
| Q3 25 | 22.0% | 16.7% | ||
| Q2 25 | 22.7% | 18.7% | ||
| Q1 25 | 17.5% | 15.6% | ||
| Q4 24 | 19.3% | 18.3% | ||
| Q3 24 | 21.1% | 16.2% | ||
| Q2 24 | 20.7% | 11.2% | ||
| Q1 24 | 16.3% | 12.9% |
净利率HUBBPODD
| Q4 25 | 14.6% | 13.0% | ||
| Q3 25 | 17.0% | 12.4% | ||
| Q2 25 | 16.5% | 3.5% | ||
| Q1 25 | 12.4% | 6.2% | ||
| Q4 24 | 14.8% | 16.9% | ||
| Q3 24 | 15.2% | 14.2% | ||
| Q2 24 | 14.7% | 38.6% | ||
| Q1 24 | 10.6% | 11.7% |
每股收益（稀释后）HUBBPODD
| Q4 25 | $4.06 | $1.42 | ||
| Q3 25 | $4.77 | $1.24 | ||
| Q2 25 | $4.56 | $0.32 | ||
| Q1 25 | $3.15 | $0.50 | ||
| Q4 24 | $3.65 | $1.38 | ||
| Q3 24 | $4.05 | $1.08 | ||
| Q2 24 | $3.94 | $2.59 | ||
| Q1 24 | $2.73 | $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 | $497.9M | — |
| 总债务越低越好 | — | $930.8M |
| 股东权益账面价值 | $3.8B | $1.5B |
| 总资产 | $8.2B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资HUBBPODD
| Q4 25 | $497.9M | — | ||
| Q3 25 | $680.9M | — | ||
| Q2 25 | $399.6M | — | ||
| Q1 25 | $360.3M | — | ||
| Q4 24 | $345.0M | — | ||
| Q3 24 | $445.6M | — | ||
| Q2 24 | $406.5M | — | ||
| Q1 24 | $400.3M | — |
总债务HUBBPODD
| Q4 25 | — | $930.8M | ||
| Q3 25 | $1.4B | $934.9M | ||
| Q2 25 | $1.4B | $939.0M | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.4B | $1.3B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $1.9B | $1.4B |
股东权益HUBBPODD
| Q4 25 | $3.8B | $1.5B | ||
| Q3 25 | $3.7B | $1.4B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.3B | ||
| Q4 24 | $3.3B | $1.2B | ||
| Q3 24 | $3.2B | $1.1B | ||
| Q2 24 | $3.1B | $998.4M | ||
| Q1 24 | $2.9B | $790.7M |
总资产HUBBPODD
| Q4 25 | $8.2B | $3.2B | ||
| Q3 25 | $7.5B | $3.0B | ||
| Q2 25 | $7.1B | $3.5B | ||
| Q1 25 | $6.9B | $3.5B | ||
| Q4 24 | $6.7B | $3.1B | ||
| Q3 24 | $6.9B | $3.0B | ||
| Q2 24 | $6.9B | $2.9B | ||
| Q1 24 | $6.9B | $2.6B |
负债/权益比HUBBPODD
| Q4 25 | — | 0.61× | ||
| Q3 25 | 0.39× | 0.68× | ||
| Q2 25 | 0.41× | 0.64× | ||
| Q1 25 | 0.44× | 1.21× | ||
| Q4 24 | 0.44× | 1.07× | ||
| Q3 24 | 0.51× | 1.21× | ||
| Q2 24 | 0.63× | 1.36× | ||
| Q1 24 | 0.65× | 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 | $447.5M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | $48.2M |
| 自由现金流率自由现金流/营收 | 26.0% | 6.2% |
| 资本支出强度资本支出/营收 | 3.9% | 17.2% |
| 现金转化率经营现金流/净利润 | 2.06× | 1.80× |
| 过去12个月自由现金流最近4个季度 | $874.7M | $377.7M |
8季度趋势，按日历期对齐
经营现金流HUBBPODD
| Q4 25 | $447.5M | $183.3M | ||
| Q3 25 | $284.3M | $125.7M | ||
| Q2 25 | $260.6M | $196.5M | ||
| Q1 25 | $37.4M | $63.8M | ||
| Q4 24 | $432.4M | $147.7M | ||
| Q3 24 | $227.0M | $98.5M | ||
| Q2 24 | $239.6M | $96.5M | ||
| Q1 24 | $92.2M | $87.6M |
自由现金流HUBBPODD
| Q4 25 | $388.8M | $48.2M | ||
| Q3 25 | $253.8M | $100.1M | ||
| Q2 25 | $220.7M | $177.9M | ||
| Q1 25 | $11.4M | $51.5M | ||
| Q4 24 | $364.4M | $94.1M | ||
| Q3 24 | $188.8M | $71.8M | ||
| Q2 24 | $205.7M | $74.0M | ||
| Q1 24 | $51.9M | $65.5M |
自由现金流率HUBBPODD
| Q4 25 | 26.0% | 6.2% | ||
| Q3 25 | 16.9% | 14.2% | ||
| Q2 25 | 14.9% | 27.4% | ||
| Q1 25 | 0.8% | 9.1% | ||
| Q4 24 | 27.3% | 15.7% | ||
| Q3 24 | 13.1% | 13.2% | ||
| Q2 24 | 14.2% | 15.1% | ||
| Q1 24 | 3.7% | 14.8% |
资本支出强度HUBBPODD
| Q4 25 | 3.9% | 17.2% | ||
| Q3 25 | 2.0% | 3.6% | ||
| Q2 25 | 2.7% | 2.9% | ||
| Q1 25 | 1.9% | 2.2% | ||
| Q4 24 | 5.1% | 9.0% | ||
| Q3 24 | 2.6% | 4.9% | ||
| Q2 24 | 2.3% | 4.6% | ||
| Q1 24 | 2.9% | 5.0% |
现金转化率HUBBPODD
| Q4 25 | 2.06× | 1.80× | ||
| Q3 25 | 1.11× | 1.43× | ||
| Q2 25 | 1.07× | 8.73× | ||
| Q1 25 | 0.22× | 1.80× | ||
| Q4 24 | 2.19× | 1.47× | ||
| Q3 24 | 1.03× | 1.27× | ||
| Q2 24 | 1.12× | 0.51× | ||
| Q1 24 | 0.62× | 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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
