vs
Insulet Corporation（PODD）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Insulet Corporation的1.1倍（$828.2M vs $783.7M），Rithm Capital Corp.净利率更高（13.2% vs 13.0%，领先0.3%），Rithm Capital Corp.同比增速更快（508.5% vs 31.2%），过去两年Insulet Corporation的营收复合增速更高（33.2% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
PODD vs RITM — 直观对比
营收规模更大
RITM
是对方的1.1倍
$783.7M
营收增速更快
RITM
高出477.3%
31.2%
净利率更高
RITM
高出0.3%
13.0%
两年增速更快
PODD
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $828.2M |
| 净利润 | $101.6M | $109.5M |
| 毛利率 | 72.6% | — |
| 营业利润率 | 18.7% | 29.9% |
| 净利率 | 13.0% | 13.2% |
| 营收同比 | 31.2% | 508.5% |
| 净利润同比 | 0.9% | 27.7% |
| 每股收益（稀释后） | $1.42 | $0.12 |
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PODDRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $783.7M | $1.5B | ||
| Q3 25 | $706.3M | $1.1B | ||
| Q2 25 | $649.1M | $1.2B | ||
| Q1 25 | $569.0M | $768.4M | ||
| Q4 24 | $597.5M | $2.1B | ||
| Q3 24 | $543.9M | $619.5M | ||
| Q2 24 | $488.5M | $1.2B |
净利润PODDRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $101.6M | $85.0M | ||
| Q3 25 | $87.6M | $221.5M | ||
| Q2 25 | $22.5M | $311.7M | ||
| Q1 25 | $35.4M | $78.8M | ||
| Q4 24 | $100.7M | $290.2M | ||
| Q3 24 | $77.5M | $121.7M | ||
| Q2 24 | $188.6M | $235.6M |
毛利率PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | 72.6% | — | ||
| Q3 25 | 72.2% | — | ||
| Q2 25 | 69.7% | — | ||
| Q1 25 | 71.9% | — | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 69.3% | — | ||
| Q2 24 | 67.7% | — |
营业利润率PODDRITM
| Q1 26 | — | 29.9% | ||
| Q4 25 | 18.7% | 13.8% | ||
| Q3 25 | 16.7% | 21.4% | ||
| Q2 25 | 18.7% | 25.2% | ||
| Q1 25 | 15.6% | 7.4% | ||
| Q4 24 | 18.3% | 23.8% | ||
| Q3 24 | 16.2% | 7.3% | ||
| Q2 24 | 11.2% | 23.6% |
净利率PODDRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 13.0% | 5.7% | ||
| Q3 25 | 12.4% | 20.0% | ||
| Q2 25 | 3.5% | 25.6% | ||
| Q1 25 | 6.2% | 10.3% | ||
| Q4 24 | 16.9% | 14.0% | ||
| Q3 24 | 14.2% | 19.7% | ||
| Q2 24 | 38.6% | 19.2% |
每股收益（稀释后）PODDRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $1.42 | $0.09 | ||
| Q3 25 | $1.24 | $0.35 | ||
| Q2 25 | $0.32 | $0.53 | ||
| Q1 25 | $0.50 | $0.07 | ||
| Q4 24 | $1.38 | $0.50 | ||
| Q3 24 | $1.08 | $0.20 | ||
| Q2 24 | $2.59 | $0.43 |
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 | $9.1B |
| 总资产 | $3.2B | $53.4B |
| 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PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | $1.2B |
总债务PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | $930.8M | $35.4B | ||
| Q3 25 | $934.9M | $32.2B | ||
| Q2 25 | $939.0M | $31.2B | ||
| Q1 25 | $1.6B | $32.2B | ||
| Q4 24 | $1.3B | $32.6B | ||
| Q3 24 | $1.4B | $29.6B | ||
| Q2 24 | $1.4B | $30.1B |
股东权益PODDRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $1.5B | $8.4B | ||
| Q3 25 | $1.4B | $8.5B | ||
| Q2 25 | $1.5B | $7.9B | ||
| Q1 25 | $1.3B | $7.8B | ||
| Q4 24 | $1.2B | $7.8B | ||
| Q3 24 | $1.1B | $7.7B | ||
| Q2 24 | $998.4M | $7.3B |
总资产PODDRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $3.2B | $53.1B | ||
| Q3 25 | $3.0B | $47.2B | ||
| Q2 25 | $3.5B | $44.3B | ||
| Q1 25 | $3.5B | $45.3B | ||
| Q4 24 | $3.1B | $46.0B | ||
| Q3 24 | $3.0B | $42.3B | ||
| Q2 24 | $2.9B | $42.0B |
负债/权益比PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 4.20× | ||
| Q3 25 | 0.68× | 3.79× | ||
| Q2 25 | 0.64× | 3.92× | ||
| Q1 25 | 1.21× | 4.14× | ||
| Q4 24 | 1.07× | 4.18× | ||
| Q3 24 | 1.21× | 3.87× | ||
| Q2 24 | 1.36× | 4.10× |
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PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | $183.3M | $-114.6M | ||
| Q3 25 | $125.7M | $-2.0B | ||
| Q2 25 | $196.5M | $-557.1M | ||
| Q1 25 | $63.8M | $1.4B | ||
| Q4 24 | $147.7M | $-1.8B | ||
| Q3 24 | $98.5M | $768.1M | ||
| Q2 24 | $96.5M | $-55.7M |
自由现金流PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | $48.2M | — | ||
| Q3 25 | $100.1M | — | ||
| Q2 25 | $177.9M | — | ||
| Q1 25 | $51.5M | — | ||
| Q4 24 | $94.1M | — | ||
| Q3 24 | $71.8M | — | ||
| Q2 24 | $74.0M | — |
自由现金流率PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | 6.2% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | 27.4% | — | ||
| Q1 25 | 9.1% | — | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 13.2% | — | ||
| Q2 24 | 15.1% | — |
资本支出强度PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | 17.2% | — | ||
| Q3 25 | 3.6% | — | ||
| Q2 25 | 2.9% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 9.0% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 4.6% | — |
现金转化率PODDRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.80× | -1.35× | ||
| Q3 25 | 1.43× | -9.22× | ||
| Q2 25 | 8.73× | -1.79× | ||
| Q1 25 | 1.80× | 18.03× | ||
| Q4 24 | 1.47× | -6.04× | ||
| Q3 24 | 1.27× | 6.31× | ||
| Q2 24 | 0.51× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
