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Insulet Corporation（PODD）与ROKU, INC（ROKU）财务数据对比。点击上方公司名可切换其他公司
ROKU, INC的季度营收约是Insulet Corporation的1.8倍（$1.4B vs $783.7M），Insulet Corporation净利率更高（13.0% vs 5.8%，领先7.2%），Insulet Corporation同比增速更快（31.2% vs 16.1%），ROKU, INC自由现金流更多（$106.6M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 25.8%）
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。
Roku是美国流媒体技术企业，2002年由安东尼·伍德创立，主营数字媒体播放器、电视硬件生产，流媒体内容分发及平台广告运营。截至2024年覆盖用户达1.45亿，是美国流媒体视频分发领域的市场领导者，业务覆盖澳、加、法、德、英及拉美多国。
PODD vs ROKU — 直观对比
营收规模更大
ROKU
是对方的1.8倍
$783.7M
营收增速更快
PODD
高出15.0%
16.1%
净利率更高
PODD
高出7.2%
5.8%
自由现金流更多
ROKU
多$58.4M
$48.2M
两年增速更快
PODD
近两年复合增速
25.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $1.4B |
| 净利润 | $101.6M | $80.5M |
| 毛利率 | 72.6% | 43.5% |
| 营业利润率 | 18.7% | 4.7% |
| 净利率 | 13.0% | 5.8% |
| 营收同比 | 31.2% | 16.1% |
| 净利润同比 | 0.9% | 326.4% |
| 每股收益（稀释后） | $1.42 | $0.55 |
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PODDROKU
| Q4 25 | $783.7M | $1.4B | ||
| Q3 25 | $706.3M | $1.2B | ||
| Q2 25 | $649.1M | $1.1B | ||
| Q1 25 | $569.0M | $1.0B | ||
| Q4 24 | $597.5M | $1.2B | ||
| Q3 24 | $543.9M | $1.1B | ||
| Q2 24 | $488.5M | $968.2M | ||
| Q1 24 | $441.7M | $881.5M |
净利润PODDROKU
| Q4 25 | $101.6M | $80.5M | ||
| Q3 25 | $87.6M | $24.8M | ||
| Q2 25 | $22.5M | $10.5M | ||
| Q1 25 | $35.4M | $-27.4M | ||
| Q4 24 | $100.7M | $-35.5M | ||
| Q3 24 | $77.5M | $-9.0M | ||
| Q2 24 | $188.6M | $-34.0M | ||
| Q1 24 | $51.5M | $-50.9M |
毛利率PODDROKU
| Q4 25 | 72.6% | 43.5% | ||
| Q3 25 | 72.2% | 43.4% | ||
| Q2 25 | 69.7% | 44.8% | ||
| Q1 25 | 71.9% | 43.6% | ||
| Q4 24 | 72.1% | 42.7% | ||
| Q3 24 | 69.3% | 45.2% | ||
| Q2 24 | 67.7% | 43.9% | ||
| Q1 24 | 69.5% | 44.1% |
营业利润率PODDROKU
| Q4 25 | 18.7% | 4.7% | ||
| Q3 25 | 16.7% | 0.8% | ||
| Q2 25 | 18.7% | -2.1% | ||
| Q1 25 | 15.6% | -5.7% | ||
| Q4 24 | 18.3% | -3.3% | ||
| Q3 24 | 16.2% | -3.4% | ||
| Q2 24 | 11.2% | -7.4% | ||
| Q1 24 | 12.9% | -8.2% |
净利率PODDROKU
| Q4 25 | 13.0% | 5.8% | ||
| Q3 25 | 12.4% | 2.0% | ||
| Q2 25 | 3.5% | 0.9% | ||
| Q1 25 | 6.2% | -2.7% | ||
| Q4 24 | 16.9% | -3.0% | ||
| Q3 24 | 14.2% | -0.9% | ||
| Q2 24 | 38.6% | -3.5% | ||
| Q1 24 | 11.7% | -5.8% |
每股收益（稀释后）PODDROKU
| Q4 25 | $1.42 | $0.55 | ||
| Q3 25 | $1.24 | $0.16 | ||
| Q2 25 | $0.32 | $0.07 | ||
| Q1 25 | $0.50 | $-0.19 | ||
| Q4 24 | $1.38 | $-0.24 | ||
| Q3 24 | $1.08 | $-0.06 | ||
| Q2 24 | $2.59 | $-0.24 | ||
| Q1 24 | $0.73 | $-0.35 |
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 | — | $2.3B |
| 总债务越低越好 | $930.8M | — |
| 股东权益账面价值 | $1.5B | $2.7B |
| 总资产 | $3.2B | $4.4B |
| 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PODDROKU
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | — | $2.2B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.1B |
总债务PODDROKU
| 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PODDROKU
| Q4 25 | $1.5B | $2.7B | ||
| Q3 25 | $1.4B | $2.6B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | $1.2B | $2.5B | ||
| Q3 24 | $1.1B | $2.5B | ||
| Q2 24 | $998.4M | $2.4B | ||
| Q1 24 | $790.7M | $2.4B |
总资产PODDROKU
| Q4 25 | $3.2B | $4.4B | ||
| Q3 25 | $3.0B | $4.4B | ||
| Q2 25 | $3.5B | $4.3B | ||
| Q1 25 | $3.5B | $4.2B | ||
| Q4 24 | $3.1B | $4.3B | ||
| Q3 24 | $3.0B | $4.3B | ||
| Q2 24 | $2.9B | $4.1B | ||
| Q1 24 | $2.6B | $4.2B |
负债/权益比PODDROKU
| 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 | $107.7M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $106.6M |
| 自由现金流率自由现金流/营收 | 6.2% | 7.6% |
| 资本支出强度资本支出/营收 | 17.2% | 0.1% |
| 现金转化率经营现金流/净利润 | 1.80× | 1.34× |
| 过去12个月自由现金流最近4个季度 | $377.7M | $478.4M |
8季度趋势，按日历期对齐
经营现金流PODDROKU
| Q4 25 | $183.3M | $107.7M | ||
| Q3 25 | $125.7M | $127.6M | ||
| Q2 25 | $196.5M | $109.7M | ||
| Q1 25 | $63.8M | $138.7M | ||
| Q4 24 | $147.7M | $79.3M | ||
| Q3 24 | $98.5M | $68.7M | ||
| Q2 24 | $96.5M | $23.4M | ||
| Q1 24 | $87.6M | $46.7M |
自由现金流PODDROKU
| Q4 25 | $48.2M | $106.6M | ||
| Q3 25 | $100.1M | $126.5M | ||
| Q2 25 | $177.9M | $108.6M | ||
| Q1 25 | $51.5M | $136.8M | ||
| Q4 24 | $94.1M | $76.8M | ||
| Q3 24 | $71.8M | $67.6M | ||
| Q2 24 | $74.0M | $22.5M | ||
| Q1 24 | $65.5M | $46.0M |
自由现金流率PODDROKU
| Q4 25 | 6.2% | 7.6% | ||
| Q3 25 | 14.2% | 10.4% | ||
| Q2 25 | 27.4% | 9.8% | ||
| Q1 25 | 9.1% | 13.4% | ||
| Q4 24 | 15.7% | 6.4% | ||
| Q3 24 | 13.2% | 6.4% | ||
| Q2 24 | 15.1% | 2.3% | ||
| Q1 24 | 14.8% | 5.2% |
资本支出强度PODDROKU
| Q4 25 | 17.2% | 0.1% | ||
| Q3 25 | 3.6% | 0.1% | ||
| Q2 25 | 2.9% | 0.1% | ||
| Q1 25 | 2.2% | 0.2% | ||
| Q4 24 | 9.0% | 0.2% | ||
| Q3 24 | 4.9% | 0.1% | ||
| Q2 24 | 4.6% | 0.1% | ||
| Q1 24 | 5.0% | 0.1% |
现金转化率PODDROKU
| Q4 25 | 1.80× | 1.34× | ||
| Q3 25 | 1.43× | 5.14× | ||
| Q2 25 | 8.73× | 10.45× | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | — | ||
| Q1 24 | 1.70× | — |
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% |
ROKU
| Services | $1.2B | 88% |
| Products | $170.9M | 12% |
