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UiPath, Inc.（PATH）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UiPath, Inc.的1.9倍（$761.7M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 12.0%，领先36.4%），Insulet Corporation同比增速更快（33.9% vs 15.9%），Insulet Corporation自由现金流更多（$89.5M vs $25.1M），过去两年Insulet Corporation的营收复合增速更高（24.9% vs 0.7%）
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
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。
PATH vs PODD — 直观对比
营收规模更大
PODD
是对方的1.9倍
$411.1M
营收增速更快
PODD
高出17.9%
15.9%
净利率更高
PATH
高出36.4%
12.0%
自由现金流更多
PODD
多$64.4M
$25.1M
两年增速更快
PODD
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $411.1M | $761.7M |
| 净利润 | $198.8M | $91.1M |
| 毛利率 | 83.3% | 69.5% |
| 营业利润率 | 3.2% | 16.0% |
| 净利率 | 48.4% | 12.0% |
| 营收同比 | 15.9% | 33.9% |
| 净利润同比 | 1966.2% | 157.3% |
| 每股收益（稀释后） | $0.37 | $1.30 |
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PATHPODD
| Q1 26 | — | $761.7M | ||
| Q4 25 | $411.1M | $783.7M | ||
| Q3 25 | $361.7M | $706.3M | ||
| Q2 25 | $356.6M | $649.1M | ||
| Q1 25 | $423.6M | $569.0M | ||
| Q4 24 | $354.7M | $597.5M | ||
| Q3 24 | $316.3M | $543.9M | ||
| Q2 24 | $335.1M | $488.5M |
净利润PATHPODD
| Q1 26 | — | $91.1M | ||
| Q4 25 | $198.8M | $101.6M | ||
| Q3 25 | $1.6M | $87.6M | ||
| Q2 25 | $-22.6M | $22.5M | ||
| Q1 25 | $51.8M | $35.4M | ||
| Q4 24 | $-10.7M | $100.7M | ||
| Q3 24 | $-86.1M | $77.5M | ||
| Q2 24 | $-28.7M | $188.6M |
毛利率PATHPODD
| Q1 26 | — | 69.5% | ||
| Q4 25 | 83.3% | 72.6% | ||
| Q3 25 | 82.2% | 72.2% | ||
| Q2 25 | 82.1% | 69.7% | ||
| Q1 25 | 84.8% | 71.9% | ||
| Q4 24 | 82.0% | 72.1% | ||
| Q3 24 | 80.0% | 69.3% | ||
| Q2 24 | 83.5% | 67.7% |
营业利润率PATHPODD
| Q1 26 | — | 16.0% | ||
| Q4 25 | 3.2% | 18.7% | ||
| Q3 25 | -5.6% | 16.7% | ||
| Q2 25 | -4.6% | 18.7% | ||
| Q1 25 | 7.9% | 15.6% | ||
| Q4 24 | -12.2% | 18.3% | ||
| Q3 24 | -32.7% | 16.2% | ||
| Q2 24 | -14.8% | 11.2% |
净利率PATHPODD
| Q1 26 | — | 12.0% | ||
| Q4 25 | 48.4% | 13.0% | ||
| Q3 25 | 0.4% | 12.4% | ||
| Q2 25 | -6.3% | 3.5% | ||
| Q1 25 | 12.2% | 6.2% | ||
| Q4 24 | -3.0% | 16.9% | ||
| Q3 24 | -27.2% | 14.2% | ||
| Q2 24 | -8.6% | 38.6% |
每股收益（稀释后）PATHPODD
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.37 | $1.42 | ||
| Q3 25 | $0.00 | $1.24 | ||
| Q2 25 | $-0.04 | $0.32 | ||
| Q1 25 | $0.09 | $0.50 | ||
| Q4 24 | $-0.02 | $1.38 | ||
| Q3 24 | $-0.15 | $1.08 | ||
| Q2 24 | $-0.05 | $2.59 |
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 | $1.4B | $480.4M |
| 总债务越低越好 | — | $18.6M |
| 股东权益账面价值 | $1.9B | $1.3B |
| 总资产 | $2.9B | $3.0B |
| 负债/权益比越低杠杆越低 | — | 0.01× |
8季度趋势，按日历期对齐
现金及短期投资PATHPODD
| Q1 26 | — | $480.4M | ||
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.7B | — | ||
| Q2 24 | $1.9B | — |
总债务PATHPODD
| Q1 26 | — | $18.6M | ||
| Q4 25 | — | $930.8M | ||
| Q3 25 | — | $934.9M | ||
| Q2 25 | — | $939.0M | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.4B |
股东权益PATHPODD
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.7B | $1.5B | ||
| Q1 25 | $1.8B | $1.3B | ||
| Q4 24 | $1.7B | $1.2B | ||
| Q3 24 | $1.8B | $1.1B | ||
| Q2 24 | $2.0B | $998.4M |
总资产PATHPODD
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | $2.6B | $3.0B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.9B | $3.5B | ||
| Q4 24 | $2.7B | $3.1B | ||
| Q3 24 | $2.7B | $3.0B | ||
| Q2 24 | $2.8B | $2.9B |
负债/权益比PATHPODD
| Q1 26 | — | 0.01× | ||
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.64× | ||
| Q1 25 | — | 1.21× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | — | 1.21× | ||
| Q2 24 | — | 1.36× |
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 | $28.3M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $25.1M | $89.5M |
| 自由现金流率自由现金流/营收 | 6.1% | 11.8% |
| 资本支出强度资本支出/营收 | 0.8% | 3.2% |
| 现金转化率经营现金流/净利润 | 0.14× | 1.25× |
| 过去12个月自由现金流最近4个季度 | — | $415.7M |
8季度趋势，按日历期对齐
经营现金流PATHPODD
| Q1 26 | — | $113.8M | ||
| Q4 25 | $28.3M | $183.3M | ||
| Q3 25 | $41.6M | $125.7M | ||
| Q2 25 | $119.0M | $196.5M | ||
| Q1 25 | $146.1M | $63.8M | ||
| Q4 24 | $28.1M | $147.7M | ||
| Q3 24 | $46.4M | $98.5M | ||
| Q2 24 | $100.0M | $96.5M |
自由现金流PATHPODD
| Q1 26 | — | $89.5M | ||
| Q4 25 | $25.1M | $48.2M | ||
| Q3 25 | — | $100.1M | ||
| Q2 25 | $106.2M | $177.9M | ||
| Q1 25 | $138.7M | $51.5M | ||
| Q4 24 | $23.2M | $94.1M | ||
| Q3 24 | $45.0M | $71.8M | ||
| Q2 24 | $98.8M | $74.0M |
自由现金流率PATHPODD
| Q1 26 | — | 11.8% | ||
| Q4 25 | 6.1% | 6.2% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | 29.8% | 27.4% | ||
| Q1 25 | 32.7% | 9.1% | ||
| Q4 24 | 6.5% | 15.7% | ||
| Q3 24 | 14.2% | 13.2% | ||
| Q2 24 | 29.5% | 15.1% |
资本支出强度PATHPODD
| Q1 26 | — | 3.2% | ||
| Q4 25 | 0.8% | 17.2% | ||
| Q3 25 | 0.0% | 3.6% | ||
| Q2 25 | 3.6% | 2.9% | ||
| Q1 25 | 1.7% | 2.2% | ||
| Q4 24 | 1.4% | 9.0% | ||
| Q3 24 | 0.4% | 4.9% | ||
| Q2 24 | 0.4% | 4.6% |
现金转化率PATHPODD
| Q1 26 | — | 1.25× | ||
| Q4 25 | 0.14× | 1.80× | ||
| Q3 25 | 26.25× | 1.43× | ||
| Q2 25 | — | 8.73× | ||
| Q1 25 | 2.82× | 1.80× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | — | 1.27× | ||
| Q2 24 | — | 0.51× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
