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肯纳金属（KMT）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的季度营收约是肯纳金属的1.5倍（$783.7M vs $529.5M），Insulet Corporation净利率更高（13.0% vs 6.4%，领先6.6%），Insulet Corporation同比增速更快（31.2% vs 9.8%），Insulet Corporation自由现金流更多（$48.2M vs $42.4M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 1.3%）
肯纳金属是高性能切削工具及工程部件制造商，产品广泛应用于航空航天、国防、交通运输、油气钻探等领域，业务覆盖全球市场，为各行业客户提供适配高要求作业场景的专业解决方案。
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。
KMT vs PODD — 直观对比
营收规模更大
PODD
是对方的1.5倍
$529.5M
营收增速更快
PODD
高出21.3%
9.8%
净利率更高
PODD
高出6.6%
6.4%
自由现金流更多
PODD
多$5.8M
$42.4M
两年增速更快
PODD
近两年复合增速
1.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $529.5M | $783.7M |
| 净利润 | $33.9M | $101.6M |
| 毛利率 | 32.8% | 72.6% |
| 营业利润率 | 9.9% | 18.7% |
| 净利率 | 6.4% | 13.0% |
| 营收同比 | 9.8% | 31.2% |
| 净利润同比 | 89.0% | 0.9% |
| 每股收益（稀释后） | $0.44 | $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KMTPODD
| Q4 25 | $529.5M | $783.7M | ||
| Q3 25 | $498.0M | $706.3M | ||
| Q2 25 | $516.4M | $649.1M | ||
| Q1 25 | $486.4M | $569.0M | ||
| Q4 24 | $482.1M | $597.5M | ||
| Q3 24 | $481.9M | $543.9M | ||
| Q2 24 | $543.3M | $488.5M | ||
| Q1 24 | $515.8M | $441.7M |
净利润KMTPODD
| Q4 25 | $33.9M | $101.6M | ||
| Q3 25 | $23.3M | $87.6M | ||
| Q2 25 | $21.6M | $22.5M | ||
| Q1 25 | $31.5M | $35.4M | ||
| Q4 24 | $17.9M | $100.7M | ||
| Q3 24 | $22.1M | $77.5M | ||
| Q2 24 | $37.2M | $188.6M | ||
| Q1 24 | $19.0M | $51.5M |
毛利率KMTPODD
| Q4 25 | 32.8% | 72.6% | ||
| Q3 25 | 31.0% | 72.2% | ||
| Q2 25 | 28.2% | 69.7% | ||
| Q1 25 | 32.1% | 71.9% | ||
| Q4 24 | 30.1% | 72.1% | ||
| Q3 24 | 31.3% | 69.3% | ||
| Q2 24 | 31.5% | 67.7% | ||
| Q1 24 | 29.7% | 69.5% |
营业利润率KMTPODD
| Q4 25 | 9.9% | 18.7% | ||
| Q3 25 | 7.5% | 16.7% | ||
| Q2 25 | 6.1% | 18.7% | ||
| Q1 25 | 9.1% | 15.6% | ||
| Q4 24 | 6.6% | 18.3% | ||
| Q3 24 | 7.5% | 16.2% | ||
| Q2 24 | 11.3% | 11.2% | ||
| Q1 24 | 6.8% | 12.9% |
净利率KMTPODD
| Q4 25 | 6.4% | 13.0% | ||
| Q3 25 | 4.7% | 12.4% | ||
| Q2 25 | 4.2% | 3.5% | ||
| Q1 25 | 6.5% | 6.2% | ||
| Q4 24 | 3.7% | 16.9% | ||
| Q3 24 | 4.6% | 14.2% | ||
| Q2 24 | 6.8% | 38.6% | ||
| Q1 24 | 3.7% | 11.7% |
每股收益（稀释后）KMTPODD
| Q4 25 | $0.44 | $1.42 | ||
| Q3 25 | $0.30 | $1.24 | ||
| Q2 25 | $0.28 | $0.32 | ||
| Q1 25 | $0.41 | $0.50 | ||
| Q4 24 | $0.23 | $1.38 | ||
| Q3 24 | $0.28 | $1.08 | ||
| Q2 24 | $0.47 | $2.59 | ||
| Q1 24 | $0.24 | $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 | $129.3M | — |
| 总债务越低越好 | $597.2M | $930.8M |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $2.6B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.45× | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资KMTPODD
| Q4 25 | $129.3M | — | ||
| Q3 25 | $103.5M | — | ||
| Q2 25 | $140.5M | — | ||
| Q1 25 | $97.5M | — | ||
| Q4 24 | $121.2M | — | ||
| Q3 24 | $119.6M | — | ||
| Q2 24 | $128.0M | — | ||
| Q1 24 | $92.1M | — |
总债务KMTPODD
| Q4 25 | $597.2M | $930.8M | ||
| Q3 25 | $597.0M | $934.9M | ||
| Q2 25 | $596.8M | $939.0M | ||
| Q1 25 | $596.6M | $1.6B | ||
| Q4 24 | $596.4M | $1.3B | ||
| Q3 24 | $596.2M | $1.4B | ||
| Q2 24 | $596.0M | $1.4B | ||
| Q1 24 | $595.8M | $1.4B |
股东权益KMTPODD
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.2B | $998.4M | ||
| Q1 24 | $1.3B | $790.7M |
总资产KMTPODD
| Q4 25 | $2.6B | $3.2B | ||
| Q3 25 | $2.5B | $3.0B | ||
| Q2 25 | $2.5B | $3.5B | ||
| Q1 25 | $2.5B | $3.5B | ||
| Q4 24 | $2.4B | $3.1B | ||
| Q3 24 | $2.5B | $3.0B | ||
| Q2 24 | $2.5B | $2.9B | ||
| Q1 24 | $2.5B | $2.6B |
负债/权益比KMTPODD
| Q4 25 | 0.45× | 0.61× | ||
| Q3 25 | 0.46× | 0.68× | ||
| Q2 25 | 0.46× | 0.64× | ||
| Q1 25 | 0.48× | 1.21× | ||
| Q4 24 | 0.49× | 1.07× | ||
| Q3 24 | 0.47× | 1.21× | ||
| Q2 24 | 0.48× | 1.36× | ||
| Q1 24 | 0.47× | 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 | $55.1M | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $42.4M | $48.2M |
| 自由现金流率自由现金流/营收 | 8.0% | 6.2% |
| 资本支出强度资本支出/营收 | 2.4% | 17.2% |
| 现金转化率经营现金流/净利润 | 1.63× | 1.80× |
| 过去12个月自由现金流最近4个季度 | $99.3M | $377.7M |
8季度趋势，按日历期对齐
经营现金流KMTPODD
| Q4 25 | $55.1M | $183.3M | ||
| Q3 25 | $17.5M | $125.7M | ||
| Q2 25 | $78.6M | $196.5M | ||
| Q1 25 | $28.8M | $63.8M | ||
| Q4 24 | $55.2M | $147.7M | ||
| Q3 24 | $45.7M | $98.5M | ||
| Q2 24 | $113.6M | $96.5M | ||
| Q1 24 | $75.2M | $87.6M |
自由现金流KMTPODD
| Q4 25 | $42.4M | $48.2M | ||
| Q3 25 | $-5.5M | $100.1M | ||
| Q2 25 | $57.1M | $177.9M | ||
| Q1 25 | $5.3M | $51.5M | ||
| Q4 24 | $35.9M | $94.1M | ||
| Q3 24 | $21.0M | $71.8M | ||
| Q2 24 | $90.3M | $74.0M | ||
| Q1 24 | $48.4M | $65.5M |
自由现金流率KMTPODD
| Q4 25 | 8.0% | 6.2% | ||
| Q3 25 | -1.1% | 14.2% | ||
| Q2 25 | 11.1% | 27.4% | ||
| Q1 25 | 1.1% | 9.1% | ||
| Q4 24 | 7.5% | 15.7% | ||
| Q3 24 | 4.4% | 13.2% | ||
| Q2 24 | 16.6% | 15.1% | ||
| Q1 24 | 9.4% | 14.8% |
资本支出强度KMTPODD
| Q4 25 | 2.4% | 17.2% | ||
| Q3 25 | 4.6% | 3.6% | ||
| Q2 25 | 4.2% | 2.9% | ||
| Q1 25 | 4.8% | 2.2% | ||
| Q4 24 | 4.0% | 9.0% | ||
| Q3 24 | 5.1% | 4.9% | ||
| Q2 24 | 4.3% | 4.6% | ||
| Q1 24 | 5.2% | 5.0% |
现金转化率KMTPODD
| Q4 25 | 1.63× | 1.80× | ||
| Q3 25 | 0.75× | 1.43× | ||
| Q2 25 | 3.64× | 8.73× | ||
| Q1 25 | 0.92× | 1.80× | ||
| Q4 24 | 3.08× | 1.47× | ||
| Q3 24 | 2.07× | 1.27× | ||
| Q2 24 | 3.06× | 0.51× | ||
| Q1 24 | 3.96× | 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
KMT
| Metal Cutting | $331.1M | 63% |
| Infrastructure | $198.5M | 37% |
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
