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Insulet Corporation（PODD）与Rackspace Technology, Inc.（RXT）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Rackspace Technology, Inc.的1.1倍（$783.7M vs $682.8M），Insulet Corporation净利率更高（13.0% vs -4.8%，领先17.8%），Insulet Corporation同比增速更快（31.2% vs -0.4%），Rackspace Technology, Inc.自由现金流更多（$56.0M vs $48.2M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs -0.6%）
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。
Rackspace Technology, Inc.是总部位于美国得克萨斯州圣安东尼奥的云计算企业，在弗吉尼亚州雷斯顿以及澳大利亚、加拿大、英国、印度、迪拜、瑞士、荷兰、德国、新加坡、墨西哥、中国香港等多个国家和地区设有办事处，数据中心分布于全球多个主要城市，为客户提供专业的云计算相关服务。
PODD vs RXT — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $682.8M |
| 净利润 | $101.6M | $-32.7M |
| 毛利率 | 72.6% | 17.6% |
| 营业利润率 | 18.7% | -0.5% |
| 净利率 | 13.0% | -4.8% |
| 营收同比 | 31.2% | -0.4% |
| 净利润同比 | 0.9% | 41.6% |
| 每股收益（稀释后） | $1.42 | $-0.13 |
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
| Q4 25 | $783.7M | $682.8M | ||
| Q3 25 | $706.3M | $671.2M | ||
| Q2 25 | $649.1M | $666.3M | ||
| Q1 25 | $569.0M | $665.4M | ||
| Q4 24 | $597.5M | $685.6M | ||
| Q3 24 | $543.9M | $675.8M | ||
| Q2 24 | $488.5M | $684.9M | ||
| Q1 24 | $441.7M | $690.8M |
| Q4 25 | $101.6M | $-32.7M | ||
| Q3 25 | $87.6M | $-67.1M | ||
| Q2 25 | $22.5M | $-54.5M | ||
| Q1 25 | $35.4M | $-71.5M | ||
| Q4 24 | $100.7M | $-56.0M | ||
| Q3 24 | $77.5M | $-186.6M | ||
| Q2 24 | $188.6M | $25.0M | ||
| Q1 24 | $51.5M | $-640.6M |
| Q4 25 | 72.6% | 17.6% | ||
| Q3 25 | 72.2% | 19.4% | ||
| Q2 25 | 69.7% | 19.4% | ||
| Q1 25 | 71.9% | 19.1% | ||
| Q4 24 | 72.1% | 19.2% | ||
| Q3 24 | 69.3% | 20.3% | ||
| Q2 24 | 67.7% | 19.2% | ||
| Q1 24 | 69.5% | 19.2% |
| Q4 25 | 18.7% | -0.5% | ||
| Q3 25 | 16.7% | -5.1% | ||
| Q2 25 | 18.7% | -3.8% | ||
| Q1 25 | 15.6% | -5.8% | ||
| Q4 24 | 18.3% | -4.2% | ||
| Q3 24 | 16.2% | -25.7% | ||
| Q2 24 | 11.2% | -7.9% | ||
| Q1 24 | 12.9% | -94.5% |
| Q4 25 | 13.0% | -4.8% | ||
| Q3 25 | 12.4% | -10.0% | ||
| Q2 25 | 3.5% | -8.2% | ||
| Q1 25 | 6.2% | -10.7% | ||
| Q4 24 | 16.9% | -8.2% | ||
| Q3 24 | 14.2% | -27.6% | ||
| Q2 24 | 38.6% | 3.7% | ||
| Q1 24 | 11.7% | -92.7% |
| Q4 25 | $1.42 | $-0.13 | ||
| Q3 25 | $1.24 | $-0.28 | ||
| Q2 25 | $0.32 | $-0.23 | ||
| Q1 25 | $0.50 | $-0.31 | ||
| Q4 24 | $1.38 | $-0.20 | ||
| Q3 24 | $1.08 | $-0.82 | ||
| Q2 24 | $2.59 | $0.11 | ||
| Q1 24 | $0.73 | $-2.91 |
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 | — | $105.8M |
| 总债务越低越好 | $930.8M | $2.7B |
| 股东权益账面价值 | $1.5B | $-1.2B |
| 总资产 | $3.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.61× | — |
8季度趋势，按日历期对齐
| Q4 25 | — | $105.8M | ||
| Q3 25 | — | $99.5M | ||
| Q2 25 | — | $103.9M | ||
| Q1 25 | — | $128.0M | ||
| Q4 24 | — | $144.0M | ||
| Q3 24 | — | $157.1M | ||
| Q2 24 | — | $190.2M | ||
| Q1 24 | — | $282.6M |
| Q4 25 | $930.8M | $2.7B | ||
| Q3 25 | $934.9M | $2.8B | ||
| Q2 25 | $939.0M | $2.8B | ||
| Q1 25 | $1.6B | $2.8B | ||
| Q4 24 | $1.3B | $2.8B | ||
| Q3 24 | $1.4B | $2.8B | ||
| Q2 24 | $1.4B | $2.9B | ||
| Q1 24 | $1.4B | $3.0B |
| Q4 25 | $1.5B | $-1.2B | ||
| Q3 25 | $1.4B | $-1.2B | ||
| Q2 25 | $1.5B | $-1.1B | ||
| Q1 25 | $1.3B | $-1.1B | ||
| Q4 24 | $1.2B | $-1.0B | ||
| Q3 24 | $1.1B | $-949.7M | ||
| Q2 24 | $998.4M | $-756.2M | ||
| Q1 24 | $790.7M | $-787.2M |
| Q4 25 | $3.2B | $2.8B | ||
| Q3 25 | $3.0B | $2.8B | ||
| Q2 25 | $3.5B | $2.9B | ||
| Q1 25 | $3.5B | $3.0B | ||
| Q4 24 | $3.1B | $3.1B | ||
| Q3 24 | $3.0B | $3.1B | ||
| Q2 24 | $2.9B | $3.4B | ||
| Q1 24 | $2.6B | $3.5B |
| 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 | $59.7M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $56.0M |
| 自由现金流率自由现金流/营收 | 6.2% | 8.2% |
| 资本支出强度资本支出/营收 | 17.2% | 0.5% |
| 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 | $90.6M |
8季度趋势，按日历期对齐
| Q4 25 | $183.3M | $59.7M | ||
| Q3 25 | $125.7M | $70.7M | ||
| Q2 25 | $196.5M | $8.4M | ||
| Q1 25 | $63.8M | $12.6M | ||
| Q4 24 | $147.7M | $54.3M | ||
| Q3 24 | $98.5M | $51.8M | ||
| Q2 24 | $96.5M | $24.1M | ||
| Q1 24 | $87.6M | $-90.3M |
| Q4 25 | $48.2M | $56.0M | ||
| Q3 25 | $100.1M | $42.7M | ||
| Q2 25 | $177.9M | $-12.4M | ||
| Q1 25 | $51.5M | $4.3M | ||
| Q4 24 | $94.1M | $34.4M | ||
| Q3 24 | $71.8M | $27.3M | ||
| Q2 24 | $74.0M | $-14.5M | ||
| Q1 24 | $65.5M | $-118.4M |
| Q4 25 | 6.2% | 8.2% | ||
| Q3 25 | 14.2% | 6.4% | ||
| Q2 25 | 27.4% | -1.9% | ||
| Q1 25 | 9.1% | 0.6% | ||
| Q4 24 | 15.7% | 5.0% | ||
| Q3 24 | 13.2% | 4.0% | ||
| Q2 24 | 15.1% | -2.1% | ||
| Q1 24 | 14.8% | -17.1% |
| Q4 25 | 17.2% | 0.5% | ||
| Q3 25 | 3.6% | 4.2% | ||
| Q2 25 | 2.9% | 3.1% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 9.0% | 2.9% | ||
| Q3 24 | 4.9% | 3.6% | ||
| Q2 24 | 4.6% | 5.6% | ||
| Q1 24 | 5.0% | 4.1% |
| Q4 25 | 1.80× | — | ||
| Q3 25 | 1.43× | — | ||
| Q2 25 | 8.73× | — | ||
| Q1 25 | 1.80× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 0.51× | 0.96× | ||
| 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% |
RXT
| Public Cloud Services Segment | $442.2M | 65% |
| Private Cloud Service Segment | $240.6M | 35% |
