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Insulet Corporation（PODD）与Simpson Manufacturing Co., Inc.（SSD）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Simpson Manufacturing Co., Inc.的1.5倍（$783.7M vs $539.3M），Insulet Corporation净利率更高（13.0% vs 10.4%，领先2.5%），Insulet Corporation同比增速更快（31.2% vs 4.2%），Simpson Manufacturing Co., Inc.自由现金流更多（$119.0M 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。
辛普森制造是美国领先的建筑材料生产企业，主营面向新建建筑及改造翻新项目的结构连接件、紧固件、锚固件等专业产品，在建筑配套材料领域具备深厚的技术积累与较高的市场认可度。
PODD vs SSD — 直观对比
营收规模更大
PODD
是对方的1.5倍
$539.3M
营收增速更快
PODD
高出26.9%
4.2%
净利率更高
PODD
高出2.5%
10.4%
自由现金流更多
SSD
多$70.8M
$48.2M
两年增速更快
PODD
近两年复合增速
0.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $539.3M |
| 净利润 | $101.6M | $56.2M |
| 毛利率 | 72.6% | 43.4% |
| 营业利润率 | 18.7% | 13.9% |
| 净利率 | 13.0% | 10.4% |
| 营收同比 | 31.2% | 4.2% |
| 净利润同比 | 0.9% | 1.4% |
| 每股收益（稀释后） | $1.42 | $1.34 |
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PODDSSD
| Q4 25 | $783.7M | $539.3M | ||
| Q3 25 | $706.3M | $623.5M | ||
| Q2 25 | $649.1M | $631.1M | ||
| Q1 25 | $569.0M | $538.9M | ||
| Q4 24 | $597.5M | $517.4M | ||
| Q3 24 | $543.9M | $587.2M | ||
| Q2 24 | $488.5M | $597.0M | ||
| Q1 24 | $441.7M | $530.6M |
净利润PODDSSD
| Q4 25 | $101.6M | $56.2M | ||
| Q3 25 | $87.6M | $107.4M | ||
| Q2 25 | $22.5M | $103.5M | ||
| Q1 25 | $35.4M | $77.9M | ||
| Q4 24 | $100.7M | $55.4M | ||
| Q3 24 | $77.5M | $93.5M | ||
| Q2 24 | $188.6M | $97.8M | ||
| Q1 24 | $51.5M | $75.4M |
毛利率PODDSSD
| Q4 25 | 72.6% | 43.4% | ||
| Q3 25 | 72.2% | 46.4% | ||
| Q2 25 | 69.7% | 46.7% | ||
| Q1 25 | 71.9% | 46.8% | ||
| Q4 24 | 72.1% | 44.0% | ||
| Q3 24 | 69.3% | 46.8% | ||
| Q2 24 | 67.7% | 46.7% | ||
| Q1 24 | 69.5% | 46.1% |
营业利润率PODDSSD
| Q4 25 | 18.7% | 13.9% | ||
| Q3 25 | 16.7% | 22.6% | ||
| Q2 25 | 18.7% | 22.2% | ||
| Q1 25 | 15.6% | 19.0% | ||
| Q4 24 | 18.3% | 14.8% | ||
| Q3 24 | 16.2% | 21.3% | ||
| Q2 24 | 11.2% | 22.1% | ||
| Q1 24 | 12.9% | 18.1% |
净利率PODDSSD
| Q4 25 | 13.0% | 10.4% | ||
| Q3 25 | 12.4% | 17.2% | ||
| Q2 25 | 3.5% | 16.4% | ||
| Q1 25 | 6.2% | 14.5% | ||
| Q4 24 | 16.9% | 10.7% | ||
| Q3 24 | 14.2% | 15.9% | ||
| Q2 24 | 38.6% | 16.4% | ||
| Q1 24 | 11.7% | 14.2% |
每股收益（稀释后）PODDSSD
| Q4 25 | $1.42 | $1.34 | ||
| Q3 25 | $1.24 | $2.58 | ||
| Q2 25 | $0.32 | $2.47 | ||
| Q1 25 | $0.50 | $1.85 | ||
| Q4 24 | $1.38 | $1.31 | ||
| Q3 24 | $1.08 | $2.21 | ||
| Q2 24 | $2.59 | $2.31 | ||
| Q1 24 | $0.73 | $1.77 |
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 | — | $384.1M |
| 总债务越低越好 | $930.8M | $300.0M |
| 股东权益账面价值 | $1.5B | $2.0B |
| 总资产 | $3.2B | $3.1B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.15× |
8季度趋势，按日历期对齐
现金及短期投资PODDSSD
| Q4 25 | — | $384.1M | ||
| Q3 25 | — | $297.3M | ||
| Q2 25 | — | $190.4M | ||
| Q1 25 | — | $150.3M | ||
| Q4 24 | — | $239.4M | ||
| Q3 24 | — | $339.4M | ||
| Q2 24 | — | $354.9M | ||
| Q1 24 | — | $369.1M |
总债务PODDSSD
| Q4 25 | $930.8M | $300.0M | ||
| Q3 25 | $934.9M | $371.3M | ||
| Q2 25 | $939.0M | $376.9M | ||
| Q1 25 | $1.6B | $382.5M | ||
| Q4 24 | $1.3B | $388.1M | ||
| Q3 24 | $1.4B | $393.8M | ||
| Q2 24 | $1.4B | $399.4M | ||
| Q1 24 | $1.4B | $405.0M |
股东权益PODDSSD
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.5B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.9B | ||
| Q2 24 | $998.4M | $1.8B | ||
| Q1 24 | $790.7M | $1.7B |
总资产PODDSSD
| Q4 25 | $3.2B | $3.1B | ||
| Q3 25 | $3.0B | $3.0B | ||
| Q2 25 | $3.5B | $3.0B | ||
| Q1 25 | $3.5B | $2.8B | ||
| Q4 24 | $3.1B | $2.7B | ||
| Q3 24 | $3.0B | $2.9B | ||
| Q2 24 | $2.9B | $2.8B | ||
| Q1 24 | $2.6B | $2.7B |
负债/权益比PODDSSD
| Q4 25 | 0.61× | 0.15× | ||
| Q3 25 | 0.68× | 0.19× | ||
| Q2 25 | 0.64× | 0.20× | ||
| Q1 25 | 1.21× | 0.21× | ||
| Q4 24 | 1.07× | 0.21× | ||
| Q3 24 | 1.21× | 0.21× | ||
| Q2 24 | 1.36× | 0.23× | ||
| Q1 24 | 1.72× | 0.23× |
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 | $155.7M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $119.0M |
| 自由现金流率自由现金流/营收 | 6.2% | 22.1% |
| 资本支出强度资本支出/营收 | 17.2% | 6.8% |
| 现金转化率经营现金流/净利润 | 1.80× | 2.77× |
| 过去12个月自由现金流最近4个季度 | $377.7M | $297.6M |
8季度趋势，按日历期对齐
经营现金流PODDSSD
| Q4 25 | $183.3M | $155.7M | ||
| Q3 25 | $125.7M | $170.2M | ||
| Q2 25 | $196.5M | $125.2M | ||
| Q1 25 | $63.8M | $7.6M | ||
| Q4 24 | $147.7M | $115.8M | ||
| Q3 24 | $98.5M | $103.3M | ||
| Q2 24 | $96.5M | $111.1M | ||
| Q1 24 | $87.6M | $7.9M |
自由现金流PODDSSD
| Q4 25 | $48.2M | $119.0M | ||
| Q3 25 | $100.1M | $133.9M | ||
| Q2 25 | $177.9M | $87.3M | ||
| Q1 25 | $51.5M | $-42.6M | ||
| Q4 24 | $94.1M | $60.3M | ||
| Q3 24 | $71.8M | $58.1M | ||
| Q2 24 | $74.0M | $70.9M | ||
| Q1 24 | $65.5M | $-31.5M |
自由现金流率PODDSSD
| Q4 25 | 6.2% | 22.1% | ||
| Q3 25 | 14.2% | 21.5% | ||
| Q2 25 | 27.4% | 13.8% | ||
| Q1 25 | 9.1% | -7.9% | ||
| Q4 24 | 15.7% | 11.7% | ||
| Q3 24 | 13.2% | 9.9% | ||
| Q2 24 | 15.1% | 11.9% | ||
| Q1 24 | 14.8% | -5.9% |
资本支出强度PODDSSD
| Q4 25 | 17.2% | 6.8% | ||
| Q3 25 | 3.6% | 5.8% | ||
| Q2 25 | 2.9% | 6.0% | ||
| Q1 25 | 2.2% | 9.3% | ||
| Q4 24 | 9.0% | 10.7% | ||
| Q3 24 | 4.9% | 7.7% | ||
| Q2 24 | 4.6% | 6.7% | ||
| Q1 24 | 5.0% | 7.4% |
现金转化率PODDSSD
| Q4 25 | 1.80× | 2.77× | ||
| Q3 25 | 1.43× | 1.58× | ||
| Q2 25 | 8.73× | 1.21× | ||
| Q1 25 | 1.80× | 0.10× | ||
| Q4 24 | 1.47× | 2.09× | ||
| Q3 24 | 1.27× | 1.10× | ||
| Q2 24 | 0.51× | 1.14× | ||
| Q1 24 | 1.70× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
