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Insulet Corporation（PODD）与惠好（WY）财务数据对比。点击上方公司名可切换其他公司
惠好的季度营收约是Insulet Corporation的2.0倍（$1.5B vs $783.7M），Insulet Corporation净利率更高（13.0% vs 4.8%，领先8.2%），Insulet Corporation同比增速更快（31.2% vs -9.8%），Insulet Corporation自由现金流更多（$48.2M vs $-128.0M），过去两年Insulet Corporation的营收复合增速更高（33.2% vs -7.4%）
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。
惠好是美国知名林地运营企业，在美国本土持有约1040万英亩林地，同时通过长期许可协议在加拿大管理额外1400万英亩林地。企业拥有逾百年木制品生产历史，目前以房地产投资信托（REIT）模式运营。
PODD vs WY — 直观对比
营收规模更大
WY
是对方的2.0倍
$783.7M
营收增速更快
PODD
高出40.9%
-9.8%
净利率更高
PODD
高出8.2%
4.8%
自由现金流更多
PODD
多$176.2M
$-128.0M
两年增速更快
PODD
近两年复合增速
-7.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $783.7M | $1.5B |
| 净利润 | $101.6M | $74.0M |
| 毛利率 | 72.6% | 10.4% |
| 营业利润率 | 18.7% | 16.3% |
| 净利率 | 13.0% | 4.8% |
| 营收同比 | 31.2% | -9.8% |
| 净利润同比 | 0.9% | -8.6% |
| 每股收益（稀释后） | $1.42 | $0.11 |
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PODDWY
| Q4 25 | $783.7M | $1.5B | ||
| Q3 25 | $706.3M | $1.7B | ||
| Q2 25 | $649.1M | $1.9B | ||
| Q1 25 | $569.0M | $1.8B | ||
| Q4 24 | $597.5M | $1.7B | ||
| Q3 24 | $543.9M | $1.7B | ||
| Q2 24 | $488.5M | $1.9B | ||
| Q1 24 | $441.7M | $1.8B |
净利润PODDWY
| Q4 25 | $101.6M | $74.0M | ||
| Q3 25 | $87.6M | $80.0M | ||
| Q2 25 | $22.5M | $87.0M | ||
| Q1 25 | $35.4M | $83.0M | ||
| Q4 24 | $100.7M | $81.0M | ||
| Q3 24 | $77.5M | $28.0M | ||
| Q2 24 | $188.6M | $173.0M | ||
| Q1 24 | $51.5M | $114.0M |
毛利率PODDWY
| Q4 25 | 72.6% | 10.4% | ||
| Q3 25 | 72.2% | 11.9% | ||
| Q2 25 | 69.7% | 17.3% | ||
| Q1 25 | 71.9% | 19.0% | ||
| Q4 24 | 72.1% | 17.8% | ||
| Q3 24 | 69.3% | 14.9% | ||
| Q2 24 | 67.7% | 20.8% | ||
| Q1 24 | 69.5% | 19.8% |
营业利润率PODDWY
| Q4 25 | 18.7% | 16.3% | ||
| Q3 25 | 16.7% | 7.2% | ||
| Q2 25 | 18.7% | 9.4% | ||
| Q1 25 | 15.6% | 10.2% | ||
| Q4 24 | 18.3% | 8.3% | ||
| Q3 24 | 16.2% | 4.6% | ||
| Q2 24 | 11.2% | 13.9% | ||
| Q1 24 | 12.9% | 10.9% |
净利率PODDWY
| Q4 25 | 13.0% | 4.8% | ||
| Q3 25 | 12.4% | 4.7% | ||
| Q2 25 | 3.5% | 4.6% | ||
| Q1 25 | 6.2% | 4.7% | ||
| Q4 24 | 16.9% | 4.7% | ||
| Q3 24 | 14.2% | 1.7% | ||
| Q2 24 | 38.6% | 8.9% | ||
| Q1 24 | 11.7% | 6.3% |
每股收益（稀释后）PODDWY
| Q4 25 | $1.42 | $0.11 | ||
| Q3 25 | $1.24 | $0.11 | ||
| Q2 25 | $0.32 | $0.12 | ||
| Q1 25 | $0.50 | $0.11 | ||
| Q4 24 | $1.38 | $0.10 | ||
| Q3 24 | $1.08 | $0.04 | ||
| Q2 24 | $2.59 | $0.24 | ||
| Q1 24 | $0.73 | $0.16 |
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 | — | $464.0M |
| 总债务越低越好 | $930.8M | $5.6B |
| 股东权益账面价值 | $1.5B | $9.4B |
| 总资产 | $3.2B | $16.6B |
| 负债/权益比越低杠杆越低 | 0.61× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资PODDWY
| Q4 25 | — | $464.0M | ||
| Q3 25 | — | $401.0M | ||
| Q2 25 | — | $592.0M | ||
| Q1 25 | — | $560.0M | ||
| Q4 24 | — | $684.0M | ||
| Q3 24 | — | $877.0M | ||
| Q2 24 | — | $997.0M | ||
| Q1 24 | — | $871.0M |
总债务PODDWY
| Q4 25 | $930.8M | $5.6B | ||
| Q3 25 | $934.9M | — | ||
| Q2 25 | $939.0M | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.3B | $5.1B | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
股东权益PODDWY
| Q4 25 | $1.5B | $9.4B | ||
| Q3 25 | $1.4B | $9.4B | ||
| Q2 25 | $1.5B | $9.5B | ||
| Q1 25 | $1.3B | $9.6B | ||
| Q4 24 | $1.2B | $9.7B | ||
| Q3 24 | $1.1B | $9.9B | ||
| Q2 24 | $998.4M | $10.0B | ||
| Q1 24 | $790.7M | $10.1B |
总资产PODDWY
| Q4 25 | $3.2B | $16.6B | ||
| Q3 25 | $3.0B | $16.7B | ||
| Q2 25 | $3.5B | $16.5B | ||
| Q1 25 | $3.5B | $16.5B | ||
| Q4 24 | $3.1B | $16.5B | ||
| Q3 24 | $3.0B | $16.7B | ||
| Q2 24 | $2.9B | $16.8B | ||
| Q1 24 | $2.6B | $16.8B |
负债/权益比PODDWY
| Q4 25 | 0.61× | 0.59× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.64× | — | ||
| Q1 25 | 1.21× | — | ||
| Q4 24 | 1.07× | 0.52× | ||
| 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 | $-114.0M |
| 自由现金流经营现金流 - 资本支出 | $48.2M | $-128.0M |
| 自由现金流率自由现金流/营收 | 6.2% | -8.3% |
| 资本支出强度资本支出/营收 | 17.2% | 0.9% |
| 现金转化率经营现金流/净利润 | 1.80× | -1.54× |
| 过去12个月自由现金流最近4个季度 | $377.7M | $511.0M |
8季度趋势，按日历期对齐
经营现金流PODDWY
| Q4 25 | $183.3M | $-114.0M | ||
| Q3 25 | $125.7M | $210.0M | ||
| Q2 25 | $196.5M | $396.0M | ||
| Q1 25 | $63.8M | $70.0M | ||
| Q4 24 | $147.7M | $218.0M | ||
| Q3 24 | $98.5M | $234.0M | ||
| Q2 24 | $96.5M | $432.0M | ||
| Q1 24 | $87.6M | $124.0M |
自由现金流PODDWY
| Q4 25 | $48.2M | $-128.0M | ||
| Q3 25 | $100.1M | $203.0M | ||
| Q2 25 | $177.9M | $388.0M | ||
| Q1 25 | $51.5M | $48.0M | ||
| Q4 24 | $94.1M | $205.0M | ||
| Q3 24 | $71.8M | $226.0M | ||
| Q2 24 | $74.0M | $423.0M | ||
| Q1 24 | $65.5M | $102.0M |
自由现金流率PODDWY
| Q4 25 | 6.2% | -8.3% | ||
| Q3 25 | 14.2% | 11.8% | ||
| Q2 25 | 27.4% | 20.6% | ||
| Q1 25 | 9.1% | 2.7% | ||
| Q4 24 | 15.7% | 12.0% | ||
| Q3 24 | 13.2% | 13.4% | ||
| Q2 24 | 15.1% | 21.8% | ||
| Q1 24 | 14.8% | 5.7% |
资本支出强度PODDWY
| Q4 25 | 17.2% | 0.9% | ||
| Q3 25 | 3.6% | 0.4% | ||
| Q2 25 | 2.9% | 0.4% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 9.0% | 0.8% | ||
| Q3 24 | 4.9% | 0.5% | ||
| Q2 24 | 4.6% | 0.5% | ||
| Q1 24 | 5.0% | 1.2% |
现金转化率PODDWY
| Q4 25 | 1.80× | -1.54× | ||
| Q3 25 | 1.43× | 2.63× | ||
| Q2 25 | 8.73× | 4.55× | ||
| Q1 25 | 1.80× | 0.84× | ||
| Q4 24 | 1.47× | 2.69× | ||
| Q3 24 | 1.27× | 8.36× | ||
| Q2 24 | 0.51× | 2.50× | ||
| Q1 24 | 1.70× | 1.09× |
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% |
WY
暂无分部数据
