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Insulet Corporation（PODD）与Ryman Hospitality Properties, Inc.（RHP）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Ryman Hospitality Properties, Inc.的1.2倍（$783.7M vs $664.6M），Insulet Corporation净利率更高（13.0% vs 10.4%，领先2.5%），Insulet Corporation同比增速更快（31.2% vs 13.2%），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 4.1%）
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。
莱曼酒店地产是一家主营酒店、度假村、娱乐及媒体业务的企业，得名于旗下位于田纳西州纳什维尔的国家历史地标莱曼礼堂。公司历史可追溯至曾为俄克拉荷马出版公司子公司时期，1983年收购WSM公司后奠定现代业务基础，同时将知名演出IP大奥普里等核心资产纳入麾下。
PODD vs RHP — 直观对比
营收规模更大
PODD
是对方的1.2倍
$664.6M
营收增速更快
PODD
高出18.0%
13.2%
净利率更高
PODD
高出2.5%
10.4%
两年增速更快
PODD
近两年复合增速
4.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $664.6M |
| 净利润 | $101.6M | $69.4M |
| 毛利率 | 72.6% | — |
| 营业利润率 | 18.7% | 20.7% |
| 净利率 | 13.0% | 10.4% |
| 营收同比 | 31.2% | 13.2% |
| 净利润同比 | 0.9% | 10.1% |
| 每股收益（稀释后） | $1.42 | $1.03 |
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PODDRHP
| Q1 26 | — | $664.6M | ||
| Q4 25 | $783.7M | $737.8M | ||
| Q3 25 | $706.3M | $592.5M | ||
| Q2 25 | $649.1M | $659.5M | ||
| Q1 25 | $569.0M | $587.3M | ||
| Q4 24 | $597.5M | $647.6M | ||
| Q3 24 | $543.9M | $550.0M | ||
| Q2 24 | $488.5M | $613.3M |
净利润PODDRHP
| Q1 26 | — | $69.4M | ||
| Q4 25 | $101.6M | $74.5M | ||
| Q3 25 | $87.6M | $34.9M | ||
| Q2 25 | $22.5M | $71.8M | ||
| Q1 25 | $35.4M | $63.0M | ||
| Q4 24 | $100.7M | $72.3M | ||
| Q3 24 | $77.5M | $59.0M | ||
| Q2 24 | $188.6M | $100.8M |
毛利率PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | 72.6% | 41.4% | ||
| Q3 25 | 72.2% | 40.9% | ||
| Q2 25 | 69.7% | 49.7% | ||
| Q1 25 | 71.9% | 44.4% | ||
| Q4 24 | 72.1% | 40.4% | ||
| Q3 24 | 69.3% | 43.1% | ||
| Q2 24 | 67.7% | 48.4% |
营业利润率PODDRHP
| Q1 26 | — | 20.7% | ||
| Q4 25 | 18.7% | 19.4% | ||
| Q3 25 | 16.7% | 15.0% | ||
| Q2 25 | 18.7% | 21.1% | ||
| Q1 25 | 15.6% | 19.8% | ||
| Q4 24 | 18.3% | 18.6% | ||
| Q3 24 | 16.2% | 19.3% | ||
| Q2 24 | 11.2% | 27.4% |
净利率PODDRHP
| Q1 26 | — | 10.4% | ||
| Q4 25 | 13.0% | 10.1% | ||
| Q3 25 | 12.4% | 5.9% | ||
| Q2 25 | 3.5% | 10.9% | ||
| Q1 25 | 6.2% | 10.7% | ||
| Q4 24 | 16.9% | 11.2% | ||
| Q3 24 | 14.2% | 10.7% | ||
| Q2 24 | 38.6% | 16.4% |
每股收益（稀释后）PODDRHP
| Q1 26 | — | $1.03 | ||
| Q4 25 | $1.42 | $1.12 | ||
| Q3 25 | $1.24 | $0.53 | ||
| Q2 25 | $0.32 | $1.12 | ||
| Q1 25 | $0.50 | $1.00 | ||
| Q4 24 | $1.38 | $1.12 | ||
| Q3 24 | $1.08 | $0.94 | ||
| Q2 24 | $2.59 | $1.65 |
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 | — | — |
| 总债务越低越好 | $930.8M | — |
| 股东权益账面价值 | $1.5B | $770.8M |
| 总资产 | $3.2B | $6.2B |
| 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PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | — | $471.4M | ||
| Q3 25 | — | $483.3M | ||
| Q2 25 | — | $420.6M | ||
| Q1 25 | — | $413.9M | ||
| Q4 24 | — | $477.7M | ||
| Q3 24 | — | $534.9M | ||
| Q2 24 | — | $498.4M |
总债务PODDRHP
| 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PODDRHP
| Q1 26 | — | $770.8M | ||
| Q4 25 | $1.5B | $750.2M | ||
| Q3 25 | $1.4B | $758.5M | ||
| Q2 25 | $1.5B | $800.4M | ||
| Q1 25 | $1.3B | $531.5M | ||
| Q4 24 | $1.2B | $549.0M | ||
| Q3 24 | $1.1B | $551.9M | ||
| Q2 24 | $998.4M | $562.6M |
总资产PODDRHP
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.2B | $6.2B | ||
| Q3 25 | $3.0B | $6.2B | ||
| Q2 25 | $3.5B | $6.1B | ||
| Q1 25 | $3.5B | $5.2B | ||
| Q4 24 | $3.1B | $5.2B | ||
| Q3 24 | $3.0B | $5.2B | ||
| Q2 24 | $2.9B | $5.1B |
负债/权益比PODDRHP
| 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 | — |
| 自由现金流率自由现金流/营收 | 6.2% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $164.7M | ||
| Q3 25 | $125.7M | $205.2M | ||
| Q2 25 | $196.5M | $122.5M | ||
| Q1 25 | $63.8M | $98.2M | ||
| Q4 24 | $147.7M | $166.6M | ||
| Q3 24 | $98.5M | $218.1M | ||
| Q2 24 | $96.5M | $184.3M |
自由现金流PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | $48.2M | $58.5M | ||
| Q3 25 | $100.1M | $135.4M | ||
| Q2 25 | $177.9M | $53.0M | ||
| Q1 25 | $51.5M | $-14.5M | ||
| Q4 24 | $94.1M | $76.0M | ||
| Q3 24 | $71.8M | $85.7M | ||
| Q2 24 | $74.0M | $78.8M |
自由现金流率PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | 7.9% | ||
| Q3 25 | 14.2% | 22.9% | ||
| Q2 25 | 27.4% | 8.0% | ||
| Q1 25 | 9.1% | -2.5% | ||
| Q4 24 | 15.7% | 11.7% | ||
| Q3 24 | 13.2% | 15.6% | ||
| Q2 24 | 15.1% | 12.9% |
资本支出强度PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | 14.4% | ||
| Q3 25 | 3.6% | 11.8% | ||
| Q2 25 | 2.9% | 10.5% | ||
| Q1 25 | 2.2% | 19.2% | ||
| Q4 24 | 9.0% | 14.0% | ||
| Q3 24 | 4.9% | 24.1% | ||
| Q2 24 | 4.6% | 17.2% |
现金转化率PODDRHP
| Q1 26 | — | — | ||
| Q4 25 | 1.80× | 2.21× | ||
| Q3 25 | 1.43× | 5.88× | ||
| Q2 25 | 8.73× | 1.71× | ||
| Q1 25 | 1.80× | 1.56× | ||
| Q4 24 | 1.47× | 2.30× | ||
| Q3 24 | 1.27× | 3.70× | ||
| Q2 24 | 0.51× | 1.83× |
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% |
RHP
| Food and beverage | $289.3M | 44% |
| Rooms | $223.8M | 34% |
| Entertainment | $79.2M | 12% |
| Other | $72.3M | 11% |
