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Insulet Corporation（PODD）与Revvity（RVTY）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Revvity的1.0倍（$783.7M vs $772.1M），Insulet Corporation净利率更高（13.0% vs 12.7%，领先0.2%），Insulet Corporation同比增速更快（31.2% vs 5.9%），Revvity自由现金流更多（$161.8M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
PODD vs RVTY — 直观对比
营收规模更大
PODD
是对方的1.0倍
$772.1M
营收增速更快
PODD
高出25.3%
5.9%
净利率更高
PODD
高出0.2%
12.7%
自由现金流更多
RVTY
多$113.6M
$48.2M
两年增速更快
PODD
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $772.1M |
| 净利润 | $101.6M | $98.4M |
| 毛利率 | 72.6% | — |
| 营业利润率 | 18.7% | 14.5% |
| 净利率 | 13.0% | 12.7% |
| 营收同比 | 31.2% | 5.9% |
| 净利润同比 | 0.9% | 3.9% |
| 每股收益（稀释后） | $1.42 | $0.86 |
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PODDRVTY
| Q4 25 | $783.7M | $772.1M | ||
| Q3 25 | $706.3M | $698.9M | ||
| Q2 25 | $649.1M | $720.3M | ||
| Q1 25 | $569.0M | $664.8M | ||
| Q4 24 | $597.5M | $729.4M | ||
| Q3 24 | $543.9M | $684.0M | ||
| Q2 24 | $488.5M | $691.7M | ||
| Q1 24 | $441.7M | $649.9M |
净利润PODDRVTY
| Q4 25 | $101.6M | $98.4M | ||
| Q3 25 | $87.6M | $46.7M | ||
| Q2 25 | $22.5M | $53.9M | ||
| Q1 25 | $35.4M | $42.2M | ||
| Q4 24 | $100.7M | $94.6M | ||
| Q3 24 | $77.5M | $94.4M | ||
| Q2 24 | $188.6M | $55.4M | ||
| Q1 24 | $51.5M | $26.0M |
毛利率PODDRVTY
| Q4 25 | 72.6% | — | ||
| Q3 25 | 72.2% | 53.6% | ||
| Q2 25 | 69.7% | 54.5% | ||
| Q1 25 | 71.9% | 56.5% | ||
| Q4 24 | 72.1% | — | ||
| Q3 24 | 69.3% | 56.3% | ||
| Q2 24 | 67.7% | 55.7% | ||
| Q1 24 | 69.5% | 54.6% |
营业利润率PODDRVTY
| Q4 25 | 18.7% | 14.5% | ||
| Q3 25 | 16.7% | 11.7% | ||
| Q2 25 | 18.7% | 12.6% | ||
| Q1 25 | 15.6% | 10.9% | ||
| Q4 24 | 18.3% | 16.3% | ||
| Q3 24 | 16.2% | 14.3% | ||
| Q2 24 | 11.2% | 12.4% | ||
| Q1 24 | 12.9% | 6.8% |
净利率PODDRVTY
| Q4 25 | 13.0% | 12.7% | ||
| Q3 25 | 12.4% | 6.7% | ||
| Q2 25 | 3.5% | 7.5% | ||
| Q1 25 | 6.2% | 6.4% | ||
| Q4 24 | 16.9% | 13.0% | ||
| Q3 24 | 14.2% | 13.8% | ||
| Q2 24 | 38.6% | 8.0% | ||
| Q1 24 | 11.7% | 4.0% |
每股收益（稀释后）PODDRVTY
| Q4 25 | $1.42 | $0.86 | ||
| Q3 25 | $1.24 | $0.40 | ||
| Q2 25 | $0.32 | $0.46 | ||
| Q1 25 | $0.50 | $0.35 | ||
| Q4 24 | $1.38 | $0.77 | ||
| Q3 24 | $1.08 | $0.77 | ||
| Q2 24 | $2.59 | $0.45 | ||
| Q1 24 | $0.73 | $0.21 |
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 | — | $919.9M |
| 总债务越低越好 | $930.8M | — |
| 股东权益账面价值 | $1.5B | $7.3B |
| 总资产 | $3.2B | $12.2B |
| 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PODDRVTY
| Q4 25 | — | $919.9M | ||
| Q3 25 | — | $931.4M | ||
| Q2 25 | — | $991.8M | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.7B |
总债务PODDRVTY
| 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PODDRVTY
| Q4 25 | $1.5B | $7.3B | ||
| Q3 25 | $1.4B | $7.4B | ||
| Q2 25 | $1.5B | $7.6B | ||
| Q1 25 | $1.3B | $7.6B | ||
| Q4 24 | $1.2B | $7.7B | ||
| Q3 24 | $1.1B | $7.9B | ||
| Q2 24 | $998.4M | $7.9B | ||
| Q1 24 | $790.7M | $7.8B |
总资产PODDRVTY
| Q4 25 | $3.2B | $12.2B | ||
| Q3 25 | $3.0B | $12.1B | ||
| Q2 25 | $3.5B | $12.4B | ||
| Q1 25 | $3.5B | $12.4B | ||
| Q4 24 | $3.1B | $12.4B | ||
| Q3 24 | $3.0B | $12.8B | ||
| Q2 24 | $2.9B | $13.4B | ||
| Q1 24 | $2.6B | $13.4B |
负债/权益比PODDRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $161.8M |
| 自由现金流率自由现金流/营收 | 6.2% | 21.0% |
| 资本支出强度资本支出/营收 | 17.2% | 2.6% |
| 现金转化率经营现金流/净利润 | 1.80× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $377.7M | $509.4M |
8季度趋势，按日历期对齐
经营现金流PODDRVTY
| Q4 25 | $183.3M | $182.0M | ||
| Q3 25 | $125.7M | $138.5M | ||
| Q2 25 | $196.5M | $134.3M | ||
| Q1 25 | $63.8M | $128.2M | ||
| Q4 24 | $147.7M | $174.2M | ||
| Q3 24 | $98.5M | $147.9M | ||
| Q2 24 | $96.5M | $158.6M | ||
| Q1 24 | $87.6M | $147.6M |
自由现金流PODDRVTY
| Q4 25 | $48.2M | $161.8M | ||
| Q3 25 | $100.1M | $120.0M | ||
| Q2 25 | $177.9M | $115.5M | ||
| Q1 25 | $51.5M | $112.2M | ||
| Q4 24 | $94.1M | $149.8M | ||
| Q3 24 | $71.8M | $125.6M | ||
| Q2 24 | $74.0M | $136.6M | ||
| Q1 24 | $65.5M | $129.7M |
自由现金流率PODDRVTY
| Q4 25 | 6.2% | 21.0% | ||
| Q3 25 | 14.2% | 17.2% | ||
| Q2 25 | 27.4% | 16.0% | ||
| Q1 25 | 9.1% | 16.9% | ||
| Q4 24 | 15.7% | 20.5% | ||
| Q3 24 | 13.2% | 18.4% | ||
| Q2 24 | 15.1% | 19.7% | ||
| Q1 24 | 14.8% | 20.0% |
资本支出强度PODDRVTY
| Q4 25 | 17.2% | 2.6% | ||
| Q3 25 | 3.6% | 2.6% | ||
| Q2 25 | 2.9% | 2.6% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 9.0% | 3.4% | ||
| Q3 24 | 4.9% | 3.3% | ||
| Q2 24 | 4.6% | 3.2% | ||
| Q1 24 | 5.0% | 2.7% |
现金转化率PODDRVTY
| Q4 25 | 1.80× | 1.85× | ||
| Q3 25 | 1.43× | 2.97× | ||
| Q2 25 | 8.73× | 2.49× | ||
| Q1 25 | 1.80× | 3.03× | ||
| Q4 24 | 1.47× | 1.84× | ||
| Q3 24 | 1.27× | 1.57× | ||
| Q2 24 | 0.51× | 2.87× | ||
| Q1 24 | 1.70× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
