vs
Insulet Corporation（PODD）与罗致恒富（RHI）财务数据对比。点击上方公司名可切换其他公司
罗致恒富的季度营收约是Insulet Corporation的1.7倍（$1.3B vs $783.7M），Insulet Corporation同比增速更快（31.2% vs -5.8%），罗致恒富自由现金流更多（$170.8M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs -6.1%）
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。
罗致恒富是1948年成立的国际人力资源咨询机构，总部位于加利福尼亚州门洛帕克和圣拉蒙，是全球规模领先的会计与金融领域人才派遣服务商之一，在全球范围内设有超过345个办公点。
PODD vs RHI — 直观对比
营收规模更大
RHI
是对方的1.7倍
$783.7M
营收增速更快
PODD
高出36.9%
-5.8%
自由现金流更多
RHI
多$122.6M
$48.2M
两年增速更快
PODD
近两年复合增速
-6.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $1.3B |
| 净利润 | $101.6M | — |
| 毛利率 | 72.6% | 37.6% |
| 营业利润率 | 18.7% | 1.7% |
| 净利率 | 13.0% | — |
| 营收同比 | 31.2% | -5.8% |
| 净利润同比 | 0.9% | — |
| 每股收益（稀释后） | $1.42 | $0.32 |
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PODDRHI
| Q4 25 | $783.7M | $1.3B | ||
| Q3 25 | $706.3M | $1.4B | ||
| Q2 25 | $649.1M | $1.4B | ||
| Q1 25 | $569.0M | $1.4B | ||
| Q4 24 | $597.5M | $1.4B | ||
| Q3 24 | $543.9M | $1.5B | ||
| Q2 24 | $488.5M | $1.5B | ||
| Q1 24 | $441.7M | $1.5B |
净利润PODDRHI
| Q4 25 | $101.6M | — | ||
| Q3 25 | $87.6M | $42.9M | ||
| Q2 25 | $22.5M | $41.0M | ||
| Q1 25 | $35.4M | $17.4M | ||
| Q4 24 | $100.7M | — | ||
| Q3 24 | $77.5M | $65.5M | ||
| Q2 24 | $188.6M | $68.2M | ||
| Q1 24 | $51.5M | $63.7M |
毛利率PODDRHI
| Q4 25 | 72.6% | 37.6% | ||
| Q3 25 | 72.2% | 37.2% | ||
| Q2 25 | 69.7% | 37.2% | ||
| Q1 25 | 71.9% | 36.9% | ||
| Q4 24 | 72.1% | 38.8% | ||
| Q3 24 | 69.3% | 39.0% | ||
| Q2 24 | 67.7% | 39.2% | ||
| Q1 24 | 69.5% | 38.1% |
营业利润率PODDRHI
| Q4 25 | 18.7% | 1.7% | ||
| Q3 25 | 16.7% | 1.0% | ||
| Q2 25 | 18.7% | 0.1% | ||
| Q1 25 | 15.6% | 2.9% | ||
| Q4 24 | 18.3% | 4.7% | ||
| Q3 24 | 16.2% | 4.1% | ||
| Q2 24 | 11.2% | 5.1% | ||
| Q1 24 | 12.9% | 2.8% |
净利率PODDRHI
| Q4 25 | 13.0% | — | ||
| Q3 25 | 12.4% | 3.2% | ||
| Q2 25 | 3.5% | 3.0% | ||
| Q1 25 | 6.2% | 1.3% | ||
| Q4 24 | 16.9% | — | ||
| Q3 24 | 14.2% | 4.5% | ||
| Q2 24 | 38.6% | 4.6% | ||
| Q1 24 | 11.7% | 4.3% |
每股收益（稀释后）PODDRHI
| Q4 25 | $1.42 | $0.32 | ||
| Q3 25 | $1.24 | $0.43 | ||
| Q2 25 | $0.32 | $0.41 | ||
| Q1 25 | $0.50 | $0.17 | ||
| Q4 24 | $1.38 | $0.53 | ||
| Q3 24 | $1.08 | $0.64 | ||
| Q2 24 | $2.59 | $0.66 | ||
| Q1 24 | $0.73 | $0.61 |
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 | — | $464.4M |
| 总债务越低越好 | $930.8M | — |
| 股东权益账面价值 | $1.5B | $1.3B |
| 总资产 | $3.2B | $2.9B |
| 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PODDRHI
| Q4 25 | — | $464.4M | ||
| Q3 25 | — | $365.3M | ||
| Q2 25 | — | $380.5M | ||
| Q1 25 | — | $342.5M | ||
| Q4 24 | — | $537.6M | ||
| Q3 24 | — | $570.5M | ||
| Q2 24 | — | $547.4M | ||
| Q1 24 | — | $540.9M |
总债务PODDRHI
| 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 | — | ||
| Q1 24 | $1.4B | — |
股东权益PODDRHI
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.5B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $998.4M | $1.5B | ||
| Q1 24 | $790.7M | $1.5B |
总资产PODDRHI
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.0B | $2.8B | ||
| Q2 25 | $3.5B | $2.8B | ||
| Q1 25 | $3.5B | $2.7B | ||
| Q4 24 | $3.1B | $2.9B | ||
| Q3 24 | $3.0B | $3.0B | ||
| Q2 24 | $2.9B | $2.9B | ||
| Q1 24 | $2.6B | $2.9B |
负债/权益比PODDRHI
| 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× | — | ||
| 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 | $183.3M | $182.5M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $170.8M |
| 自由现金流率自由现金流/营收 | 6.2% | 13.1% |
| 资本支出强度资本支出/营收 | 17.2% | 0.9% |
| 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 | $266.8M |
8季度趋势，按日历期对齐
经营现金流PODDRHI
| Q4 25 | $183.3M | $182.5M | ||
| Q3 25 | $125.7M | $77.4M | ||
| Q2 25 | $196.5M | $119.4M | ||
| Q1 25 | $63.8M | $-59.3M | ||
| Q4 24 | $147.7M | $154.8M | ||
| Q3 24 | $98.5M | $129.6M | ||
| Q2 24 | $96.5M | $142.0M | ||
| Q1 24 | $87.6M | $-15.9M |
自由现金流PODDRHI
| Q4 25 | $48.2M | $170.8M | ||
| Q3 25 | $100.1M | $63.6M | ||
| Q2 25 | $177.9M | $104.2M | ||
| Q1 25 | $51.5M | $-71.7M | ||
| Q4 24 | $94.1M | $140.5M | ||
| Q3 24 | $71.8M | $111.8M | ||
| Q2 24 | $74.0M | $129.6M | ||
| Q1 24 | $65.5M | $-27.7M |
自由现金流率PODDRHI
| Q4 25 | 6.2% | 13.1% | ||
| Q3 25 | 14.2% | 4.7% | ||
| Q2 25 | 27.4% | 7.6% | ||
| Q1 25 | 9.1% | -5.3% | ||
| Q4 24 | 15.7% | 10.2% | ||
| Q3 24 | 13.2% | 7.6% | ||
| Q2 24 | 15.1% | 8.8% | ||
| Q1 24 | 14.8% | -1.9% |
资本支出强度PODDRHI
| Q4 25 | 17.2% | 0.9% | ||
| Q3 25 | 3.6% | 1.0% | ||
| Q2 25 | 2.9% | 1.1% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 9.0% | 1.0% | ||
| Q3 24 | 4.9% | 1.2% | ||
| Q2 24 | 4.6% | 0.8% | ||
| Q1 24 | 5.0% | 0.8% |
现金转化率PODDRHI
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | 1.80× | ||
| Q2 25 | 8.73× | 2.91× | ||
| Q1 25 | 1.80× | -3.42× | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | 1.98× | ||
| Q2 24 | 0.51× | 2.08× | ||
| Q1 24 | 1.70× | -0.25× |
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% |
RHI
| Finance And Accounting | $535.2M | 41% |
| Protiviti | $479.0M | 37% |
| Technology | $156.4M | 12% |
| Permanent Placement Talent Solutions | $102.6M | 8% |
| Other | $29.2M | 2% |
