vs
Insulet Corporation（PODD）与RANGE RESOURCES CORP（RRC）财务数据对比。点击上方公司名可切换其他公司
RANGE RESOURCES CORP的季度营收约是Insulet Corporation的1.0倍（$786.9M vs $783.7M），RANGE RESOURCES CORP净利率更高（22.8% vs 13.0%，领先9.8%），Insulet Corporation同比增速更快（31.2% vs 18.0%），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 14.6%）
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。
Range Resources Corporation是一家总部位于美国得克萨斯州沃斯堡的天然气勘探开采企业，核心运营区域为马塞勒斯页岩地层，是该地区拥有土地面积最大的运营商，专注于天然气资源的勘探、开发与生产业务，在北美油气开发领域具备深厚的行业积累。
PODD vs RRC — 直观对比
营收规模更大
RRC
是对方的1.0倍
$783.7M
营收增速更快
PODD
高出13.2%
18.0%
净利率更高
RRC
高出9.8%
13.0%
两年增速更快
PODD
近两年复合增速
14.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $786.9M |
| 净利润 | $101.6M | $179.1M |
| 毛利率 | 72.6% | 94.5% |
| 营业利润率 | 18.7% | — |
| 净利率 | 13.0% | 22.8% |
| 营收同比 | 31.2% | 18.0% |
| 净利润同比 | 0.9% | 88.8% |
| 每股收益（稀释后） | $1.42 | $0.75 |
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PODDRRC
| Q4 25 | $783.7M | $786.9M | ||
| Q3 25 | $706.3M | $655.3M | ||
| Q2 25 | $649.1M | $699.6M | ||
| Q1 25 | $569.0M | $846.3M | ||
| Q4 24 | $597.5M | $667.0M | ||
| Q3 24 | $543.9M | $567.9M | ||
| Q2 24 | $488.5M | $513.2M | ||
| Q1 24 | $441.7M | $598.8M |
净利润PODDRRC
| Q4 25 | $101.6M | $179.1M | ||
| Q3 25 | $87.6M | $144.3M | ||
| Q2 25 | $22.5M | $237.6M | ||
| Q1 25 | $35.4M | $97.1M | ||
| Q4 24 | $100.7M | $94.8M | ||
| Q3 24 | $77.5M | $50.7M | ||
| Q2 24 | $188.6M | $28.7M | ||
| Q1 24 | $51.5M | $92.1M |
毛利率PODDRRC
| Q4 25 | 72.6% | 94.5% | ||
| Q3 25 | 72.2% | 92.5% | ||
| Q2 25 | 69.7% | 95.0% | ||
| Q1 25 | 71.9% | 93.1% | ||
| Q4 24 | 72.1% | 93.7% | ||
| Q3 24 | 69.3% | 94.3% | ||
| Q2 24 | 67.7% | 93.4% | ||
| Q1 24 | 69.5% | 94.7% |
营业利润率PODDRRC
| Q4 25 | 18.7% | — | ||
| Q3 25 | 16.7% | — | ||
| Q2 25 | 18.7% | — | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | 18.3% | — | ||
| Q3 24 | 16.2% | — | ||
| Q2 24 | 11.2% | — | ||
| Q1 24 | 12.9% | — |
净利率PODDRRC
| Q4 25 | 13.0% | 22.8% | ||
| Q3 25 | 12.4% | 22.0% | ||
| Q2 25 | 3.5% | 34.0% | ||
| Q1 25 | 6.2% | 11.5% | ||
| Q4 24 | 16.9% | 14.2% | ||
| Q3 24 | 14.2% | 8.9% | ||
| Q2 24 | 38.6% | 5.6% | ||
| Q1 24 | 11.7% | 15.4% |
每股收益（稀释后）PODDRRC
| Q4 25 | $1.42 | $0.75 | ||
| Q3 25 | $1.24 | $0.60 | ||
| Q2 25 | $0.32 | $0.99 | ||
| Q1 25 | $0.50 | $0.40 | ||
| Q4 24 | $1.38 | $0.38 | ||
| Q3 24 | $1.08 | $0.21 | ||
| Q2 24 | $2.59 | $0.12 | ||
| Q1 24 | $0.73 | $0.38 |
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 | — | $204.0K |
| 总债务越低越好 | $930.8M | $1.2B |
| 股东权益账面价值 | $1.5B | $4.3B |
| 总资产 | $3.2B | $7.4B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资PODDRRC
| Q4 25 | — | $204.0K | ||
| Q3 25 | — | $175.0K | ||
| Q2 25 | — | $134.0K | ||
| Q1 25 | — | $344.6M | ||
| Q4 24 | — | $304.5M | ||
| Q3 24 | — | $277.4M | ||
| Q2 24 | — | $251.1M | ||
| Q1 24 | — | $343.1M |
总债务PODDRRC
| Q4 25 | $930.8M | $1.2B | ||
| Q3 25 | $934.9M | $1.2B | ||
| Q2 25 | $939.0M | $1.2B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.3B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B | ||
| Q1 24 | $1.4B | $1.8B |
股东权益PODDRRC
| Q4 25 | $1.5B | $4.3B | ||
| Q3 25 | $1.4B | $4.2B | ||
| Q2 25 | $1.5B | $4.1B | ||
| Q1 25 | $1.3B | $3.9B | ||
| Q4 24 | $1.2B | $3.9B | ||
| Q3 24 | $1.1B | $3.9B | ||
| Q2 24 | $998.4M | $3.9B | ||
| Q1 24 | $790.7M | $3.8B |
总资产PODDRRC
| Q4 25 | $3.2B | $7.4B | ||
| Q3 25 | $3.0B | $7.2B | ||
| Q2 25 | $3.5B | $7.1B | ||
| Q1 25 | $3.5B | $7.4B | ||
| Q4 24 | $3.1B | $7.3B | ||
| Q3 24 | $3.0B | $7.2B | ||
| Q2 24 | $2.9B | $7.3B | ||
| Q1 24 | $2.6B | $7.4B |
负债/权益比PODDRRC
| Q4 25 | 0.61× | 0.28× | ||
| Q3 25 | 0.68× | 0.29× | ||
| Q2 25 | 0.64× | 0.29× | ||
| Q1 25 | 1.21× | 0.43× | ||
| Q4 24 | 1.07× | 0.43× | ||
| Q3 24 | 1.21× | 0.44× | ||
| Q2 24 | 1.36× | 0.44× | ||
| Q1 24 | 1.72× | 0.46× |
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 | $257.5M |
| 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× | 1.44× |
| 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PODDRRC
| Q4 25 | $183.3M | $257.5M | ||
| Q3 25 | $125.7M | $247.5M | ||
| Q2 25 | $196.5M | $336.2M | ||
| Q1 25 | $63.8M | $330.1M | ||
| Q4 24 | $147.7M | $217.9M | ||
| Q3 24 | $98.5M | $245.9M | ||
| Q2 24 | $96.5M | $148.8M | ||
| Q1 24 | $87.6M | $331.9M |
自由现金流PODDRRC
| 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 | — | ||
| Q1 24 | $65.5M | — |
自由现金流率PODDRRC
| 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% | — | ||
| Q1 24 | 14.8% | — |
资本支出强度PODDRRC
| 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% | — | ||
| Q1 24 | 5.0% | — |
现金转化率PODDRRC
| Q4 25 | 1.80× | 1.44× | ||
| Q3 25 | 1.43× | 1.72× | ||
| Q2 25 | 8.73× | 1.42× | ||
| Q1 25 | 1.80× | 3.40× | ||
| Q4 24 | 1.47× | 2.30× | ||
| Q3 24 | 1.27× | 4.85× | ||
| Q2 24 | 0.51× | 5.18× | ||
| Q1 24 | 1.70× | 3.60× |
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% |
RRC
| Natural Gas Natural Gas Liquids And Oil Sales | $745.5M | 95% |
| Brokered Natural Gas And Marketing | $41.3M | 5% |
