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Insulet Corporation（PODD）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.2倍（$783.7M vs $663.0M），Reddit, Inc.净利率更高（30.8% vs 13.0%，领先17.8%），Reddit, Inc.同比增速更快（69.0% vs 31.2%），Reddit, Inc.自由现金流更多（$311.0M vs $48.2M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 33.2%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
PODD vs RDDT — 直观对比
营收规模更大
PODD
是对方的1.2倍
$663.0M
营收增速更快
RDDT
高出37.8%
31.2%
净利率更高
RDDT
高出17.8%
13.0%
自由现金流更多
RDDT
多$262.8M
$48.2M
两年增速更快
RDDT
近两年复合增速
33.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $663.0M |
| 净利润 | $101.6M | $204.0M |
| 毛利率 | 72.6% | 100.0% |
| 营业利润率 | 18.7% | 0.0% |
| 净利率 | 13.0% | 30.8% |
| 营收同比 | 31.2% | 69.0% |
| 净利润同比 | 0.9% | 680.0% |
| 每股收益（稀释后） | $1.42 | $1.01 |
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PODDRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $783.7M | $725.6M | ||
| Q3 25 | $706.3M | $584.9M | ||
| Q2 25 | $649.1M | $499.6M | ||
| Q1 25 | $569.0M | $392.4M | ||
| Q4 24 | $597.5M | $427.7M | ||
| Q3 24 | $543.9M | $348.4M | ||
| Q2 24 | $488.5M | $281.2M |
净利润PODDRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $101.6M | $251.6M | ||
| Q3 25 | $87.6M | $162.7M | ||
| Q2 25 | $22.5M | $89.3M | ||
| Q1 25 | $35.4M | $26.2M | ||
| Q4 24 | $100.7M | $71.0M | ||
| Q3 24 | $77.5M | $29.9M | ||
| Q2 24 | $188.6M | $-10.1M |
毛利率PODDRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 72.6% | 91.9% | ||
| Q3 25 | 72.2% | 91.0% | ||
| Q2 25 | 69.7% | 90.8% | ||
| Q1 25 | 71.9% | 90.5% | ||
| Q4 24 | 72.1% | 92.6% | ||
| Q3 24 | 69.3% | 90.1% | ||
| Q2 24 | 67.7% | 89.5% |
营业利润率PODDRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | 18.7% | 31.9% | ||
| Q3 25 | 16.7% | 23.7% | ||
| Q2 25 | 18.7% | 13.6% | ||
| Q1 25 | 15.6% | 1.0% | ||
| Q4 24 | 18.3% | 12.4% | ||
| Q3 24 | 16.2% | 2.0% | ||
| Q2 24 | 11.2% | -11.0% |
净利率PODDRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 13.0% | 34.7% | ||
| Q3 25 | 12.4% | 27.8% | ||
| Q2 25 | 3.5% | 17.9% | ||
| Q1 25 | 6.2% | 6.7% | ||
| Q4 24 | 16.9% | 16.6% | ||
| Q3 24 | 14.2% | 8.6% | ||
| Q2 24 | 38.6% | -3.6% |
每股收益（稀释后）PODDRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $1.42 | $1.24 | ||
| Q3 25 | $1.24 | $0.80 | ||
| Q2 25 | $0.32 | $0.45 | ||
| Q1 25 | $0.50 | $0.13 | ||
| Q4 24 | $1.38 | $4.76 | ||
| Q3 24 | $1.08 | $0.16 | ||
| Q2 24 | $2.59 | $-0.06 |
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 |
| 总债务越低越好 | $930.8M | — |
| 股东权益账面价值 | $1.5B | $3.2B |
| 总资产 | $3.2B | $3.5B |
| 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PODDRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | — | $953.6M | ||
| Q3 25 | — | $911.7M | ||
| Q2 25 | — | $734.1M | ||
| Q1 25 | — | $635.7M | ||
| Q4 24 | — | $562.1M | ||
| Q3 24 | — | $515.9M | ||
| Q2 24 | — | $468.0M |
总债务PODDRDDT
| Q1 26 | — | — | ||
| 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PODDRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $1.5B | $2.9B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.5B | $2.4B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $998.4M | $1.9B |
总资产PODDRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.0B | $2.9B | ||
| Q2 25 | $3.5B | $2.6B | ||
| Q1 25 | $3.5B | $2.4B | ||
| Q4 24 | $3.1B | $2.3B | ||
| Q3 24 | $3.0B | $2.2B | ||
| Q2 24 | $2.9B | $2.1B |
负债/权益比PODDRDDT
| Q1 26 | — | — | ||
| 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 | $183.3M | — |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $311.0M |
| 自由现金流率自由现金流/营收 | 6.2% | 46.9% |
| 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 | 1.80× | — |
| 过去12个月自由现金流最近4个季度 | $377.7M | $868.6M |
8季度趋势，按日历期对齐
经营现金流PODDRDDT
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $266.8M | ||
| Q3 25 | $125.7M | $185.2M | ||
| Q2 25 | $196.5M | $111.3M | ||
| Q1 25 | $63.8M | $127.6M | ||
| Q4 24 | $147.7M | $90.0M | ||
| Q3 24 | $98.5M | $71.6M | ||
| Q2 24 | $96.5M | $28.4M |
自由现金流PODDRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $48.2M | $263.6M | ||
| Q3 25 | $100.1M | $183.1M | ||
| Q2 25 | $177.9M | $110.8M | ||
| Q1 25 | $51.5M | $126.6M | ||
| Q4 24 | $94.1M | $89.2M | ||
| Q3 24 | $71.8M | $70.3M | ||
| Q2 24 | $74.0M | $27.2M |
自由现金流率PODDRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 6.2% | 36.3% | ||
| Q3 25 | 14.2% | 31.3% | ||
| Q2 25 | 27.4% | 22.2% | ||
| Q1 25 | 9.1% | 32.3% | ||
| Q4 24 | 15.7% | 20.8% | ||
| Q3 24 | 13.2% | 20.2% | ||
| Q2 24 | 15.1% | 9.7% |
资本支出强度PODDRDDT
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 0.4% | ||
| Q3 25 | 3.6% | 0.4% | ||
| Q2 25 | 2.9% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 9.0% | 0.2% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 4.6% | 0.4% |
现金转化率PODDRDDT
| Q1 26 | — | — | ||
| Q4 25 | 1.80× | 1.06× | ||
| Q3 25 | 1.43× | 1.14× | ||
| Q2 25 | 8.73× | 1.25× | ||
| Q1 25 | 1.80× | 4.88× | ||
| Q4 24 | 1.47× | 1.27× | ||
| Q3 24 | 1.27× | 2.40× | ||
| 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
PODD
| U.S.Omnipod | $567.8M | 72% |
| International Omnipod | $214.0M | 27% |
| Drug Delivery | $1.9M | 0% |
RDDT
暂无分部数据
