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Insulet Corporation（PODD）与Rollins, Inc.（ROL）财务数据对比。点击上方公司名可切换其他公司
Rollins, Inc.的季度营收约是Insulet Corporation的1.2倍（$906.4M vs $783.7M），Insulet Corporation净利率更高（13.0% vs 11.9%，领先1.1%），Insulet Corporation同比增速更快（31.2% vs 10.2%），Rollins, Inc.自由现金流更多（$111.2M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 0.8%）
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。
Rollins, Inc.是北美知名虫害防治服务商，面向住宅及商业客户提供专业防控服务。公司依托Orkin、HomeTeam Pest Defense等多家全资子公司布局全球业务，覆盖北美、英国等市场，在民用及商用虫害治理领域具备深厚的行业积累与品牌优势。
PODD vs ROL — 直观对比
营收规模更大
ROL
是对方的1.2倍
$783.7M
营收增速更快
PODD
高出21.0%
10.2%
净利率更高
PODD
高出1.1%
11.9%
自由现金流更多
ROL
多$63.0M
$48.2M
两年增速更快
PODD
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $906.4M |
| 净利润 | $101.6M | $107.8M |
| 毛利率 | 72.6% | — |
| 营业利润率 | 18.7% | 16.1% |
| 净利率 | 13.0% | 11.9% |
| 营收同比 | 31.2% | 10.2% |
| 净利润同比 | 0.9% | 2.5% |
| 每股收益（稀释后） | $1.42 | $0.22 |
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PODDROL
| Q1 26 | — | $906.4M | ||
| Q4 25 | $783.7M | $912.9M | ||
| Q3 25 | $706.3M | $1.0B | ||
| Q2 25 | $649.1M | $999.5M | ||
| Q1 25 | $569.0M | $822.5M | ||
| Q4 24 | $597.5M | $832.2M | ||
| Q3 24 | $543.9M | $916.3M | ||
| Q2 24 | $488.5M | $891.9M |
净利润PODDROL
| Q1 26 | — | $107.8M | ||
| Q4 25 | $101.6M | $116.4M | ||
| Q3 25 | $87.6M | $163.5M | ||
| Q2 25 | $22.5M | $141.5M | ||
| Q1 25 | $35.4M | $105.2M | ||
| Q4 24 | $100.7M | $105.7M | ||
| Q3 24 | $77.5M | $136.9M | ||
| Q2 24 | $188.6M | $129.4M |
毛利率PODDROL
| 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PODDROL
| Q1 26 | — | 16.1% | ||
| Q4 25 | 18.7% | 17.5% | ||
| Q3 25 | 16.7% | 21.9% | ||
| Q2 25 | 18.7% | 19.8% | ||
| Q1 25 | 15.6% | 17.3% | ||
| Q4 24 | 18.3% | 18.1% | ||
| Q3 24 | 16.2% | 20.9% | ||
| Q2 24 | 11.2% | 20.4% |
净利率PODDROL
| Q1 26 | — | 11.9% | ||
| Q4 25 | 13.0% | 12.8% | ||
| Q3 25 | 12.4% | 15.9% | ||
| Q2 25 | 3.5% | 14.2% | ||
| Q1 25 | 6.2% | 12.8% | ||
| Q4 24 | 16.9% | 12.7% | ||
| Q3 24 | 14.2% | 14.9% | ||
| Q2 24 | 38.6% | 14.5% |
每股收益（稀释后）PODDROL
| Q1 26 | — | $0.22 | ||
| Q4 25 | $1.42 | $0.24 | ||
| Q3 25 | $1.24 | $0.34 | ||
| Q2 25 | $0.32 | $0.29 | ||
| Q1 25 | $0.50 | $0.22 | ||
| Q4 24 | $1.38 | $0.22 | ||
| Q3 24 | $1.08 | $0.28 | ||
| Q2 24 | $2.59 | $0.27 |
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 | — | $116.5M |
| 总债务越低越好 | $930.8M | $650.6M |
| 股东权益账面价值 | $1.5B | $1.4B |
| 总资产 | $3.2B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.47× |
8季度趋势，按日历期对齐
现金及短期投资PODDROL
| Q1 26 | — | $116.5M | ||
| Q4 25 | — | $100.0M | ||
| Q3 25 | — | $127.4M | ||
| Q2 25 | — | $123.0M | ||
| Q1 25 | — | $201.2M | ||
| Q4 24 | — | $89.6M | ||
| Q3 24 | — | $95.3M | ||
| Q2 24 | — | $106.7M |
总债务PODDROL
| Q1 26 | — | $650.6M | ||
| Q4 25 | $930.8M | $486.1M | ||
| Q3 25 | $934.9M | $485.7M | ||
| Q2 25 | $939.0M | $485.3M | ||
| Q1 25 | $1.6B | $485.5M | ||
| Q4 24 | $1.3B | $395.3M | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — |
股东权益PODDROL
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.5B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $998.4M | $1.2B |
总资产PODDROL
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.0B | $3.2B | ||
| Q2 25 | $3.5B | $3.2B | ||
| Q1 25 | $3.5B | $2.9B | ||
| Q4 24 | $3.1B | $2.8B | ||
| Q3 24 | $3.0B | $2.8B | ||
| Q2 24 | $2.9B | $2.8B |
负债/权益比PODDROL
| Q1 26 | — | 0.47× | ||
| Q4 25 | 0.61× | 0.35× | ||
| Q3 25 | 0.68× | 0.32× | ||
| Q2 25 | 0.64× | 0.34× | ||
| Q1 25 | 1.21× | 0.36× | ||
| Q4 24 | 1.07× | 0.30× | ||
| 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 | $118.4M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $111.2M |
| 自由现金流率自由现金流/营收 | 6.2% | 12.3% |
| 资本支出强度资本支出/营收 | 17.2% | 0.8% |
| 现金转化率经营现金流/净利润 | 1.80× | 1.10× |
| 过去12个月自由现金流最近4个季度 | $377.7M | $621.1M |
8季度趋势，按日历期对齐
经营现金流PODDROL
| Q1 26 | — | $118.4M | ||
| Q4 25 | $183.3M | $164.7M | ||
| Q3 25 | $125.7M | $191.3M | ||
| Q2 25 | $196.5M | $175.1M | ||
| Q1 25 | $63.8M | $146.9M | ||
| Q4 24 | $147.7M | $188.2M | ||
| Q3 24 | $98.5M | $146.9M | ||
| Q2 24 | $96.5M | $145.1M |
自由现金流PODDROL
| Q1 26 | — | $111.2M | ||
| Q4 25 | $48.2M | $159.0M | ||
| Q3 25 | $100.1M | $182.8M | ||
| Q2 25 | $177.9M | $168.0M | ||
| Q1 25 | $51.5M | $140.1M | ||
| Q4 24 | $94.1M | $184.0M | ||
| Q3 24 | $71.8M | $139.4M | ||
| Q2 24 | $74.0M | $136.4M |
自由现金流率PODDROL
| Q1 26 | — | 12.3% | ||
| Q4 25 | 6.2% | 17.4% | ||
| Q3 25 | 14.2% | 17.8% | ||
| Q2 25 | 27.4% | 16.8% | ||
| Q1 25 | 9.1% | 17.0% | ||
| Q4 24 | 15.7% | 22.1% | ||
| Q3 24 | 13.2% | 15.2% | ||
| Q2 24 | 15.1% | 15.3% |
资本支出强度PODDROL
| Q1 26 | — | 0.8% | ||
| Q4 25 | 17.2% | 0.6% | ||
| Q3 25 | 3.6% | 0.8% | ||
| Q2 25 | 2.9% | 0.7% | ||
| Q1 25 | 2.2% | 0.8% | ||
| Q4 24 | 9.0% | 0.5% | ||
| Q3 24 | 4.9% | 0.8% | ||
| Q2 24 | 4.6% | 1.0% |
现金转化率PODDROL
| Q1 26 | — | 1.10× | ||
| Q4 25 | 1.80× | 1.41× | ||
| Q3 25 | 1.43× | 1.17× | ||
| Q2 25 | 8.73× | 1.24× | ||
| Q1 25 | 1.80× | 1.40× | ||
| Q4 24 | 1.47× | 1.78× | ||
| Q3 24 | 1.27× | 1.07× | ||
| Q2 24 | 0.51× | 1.12× |
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% |
ROL
暂无分部数据
