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Side-by-side financial comparison of Doximity, Inc. (DOCS) and Limbach Holdings, Inc. (LMB). Click either name above to swap in a different company.
Limbach Holdings, Inc. is the larger business by last-quarter revenue ($186.9M vs $185.1M, roughly 1.0× Doximity, Inc.). Doximity, Inc. runs the higher net margin — 33.3% vs 6.6%, a 26.7% gap on every dollar of revenue. On growth, Limbach Holdings, Inc. posted the faster year-over-year revenue change (30.1% vs 9.8%). Over the past eight quarters, Limbach Holdings, Inc.'s revenue compounded faster (25.3% CAGR vs 25.2%).
Doximity is an online networking service for medical professionals. Launched in 2010, the platform offers its members curated medical news, telehealth tools, and case collaboration.
Limbach Flugmotoren is a Chinese-owned company based in Germany that produces aircraft engines.
DOCS vs LMB — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $185.1M | $186.9M |
| Net Profit | $61.6M | $12.3M |
| Gross Margin | 89.9% | 25.7% |
| Operating Margin | 38.9% | 9.4% |
| Net Margin | 33.3% | 6.6% |
| Revenue YoY | 9.8% | 30.1% |
| Net Profit YoY | -18.1% | 25.0% |
| EPS (diluted) | $0.31 | $1.01 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $185.1M | $186.9M | ||
| Q3 25 | $168.5M | $184.6M | ||
| Q2 25 | $145.9M | $142.2M | ||
| Q1 25 | $138.3M | $133.1M | ||
| Q4 24 | $168.6M | $143.7M | ||
| Q3 24 | $136.8M | $133.9M | ||
| Q2 24 | $126.7M | $122.2M | ||
| Q1 24 | $118.1M | $119.0M |
| Q4 25 | $61.6M | $12.3M | ||
| Q3 25 | $62.1M | $8.8M | ||
| Q2 25 | $53.3M | $7.8M | ||
| Q1 25 | $62.5M | $10.2M | ||
| Q4 24 | $75.2M | $9.8M | ||
| Q3 24 | $44.2M | $7.5M | ||
| Q2 24 | $41.4M | $6.0M | ||
| Q1 24 | $40.6M | $7.6M |
| Q4 25 | 89.9% | 25.7% | ||
| Q3 25 | 90.3% | 24.2% | ||
| Q2 25 | 89.2% | 28.0% | ||
| Q1 25 | 89.5% | 27.6% | ||
| Q4 24 | 91.6% | 30.3% | ||
| Q3 24 | 90.0% | 27.0% | ||
| Q2 24 | 89.3% | 27.4% | ||
| Q1 24 | 89.4% | 26.1% |
| Q4 25 | 38.9% | 9.4% | ||
| Q3 25 | 37.8% | 7.2% | ||
| Q2 25 | 37.4% | 7.5% | ||
| Q1 25 | 35.2% | 5.9% | ||
| Q4 24 | 47.4% | 9.1% | ||
| Q3 24 | 38.8% | 8.1% | ||
| Q2 24 | 36.4% | 6.7% | ||
| Q1 24 | 35.5% | 5.5% |
| Q4 25 | 33.3% | 6.6% | ||
| Q3 25 | 36.8% | 4.8% | ||
| Q2 25 | 36.5% | 5.5% | ||
| Q1 25 | 45.2% | 7.7% | ||
| Q4 24 | 44.6% | 6.9% | ||
| Q3 24 | 32.3% | 5.6% | ||
| Q2 24 | 32.7% | 4.9% | ||
| Q1 24 | 34.4% | 6.4% |
| Q4 25 | $0.31 | $1.01 | ||
| Q3 25 | $0.31 | $0.73 | ||
| Q2 25 | $0.27 | $0.64 | ||
| Q1 25 | $0.31 | $0.85 | ||
| Q4 24 | $0.37 | $0.81 | ||
| Q3 24 | $0.22 | $0.62 | ||
| Q2 24 | $0.21 | $0.50 | ||
| Q1 24 | $0.20 | $0.64 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $64.8M | $11.3M |
| Total DebtLower is stronger | — | $30.5M |
| Stockholders' EquityBook value | $979.3M | $195.7M |
| Total Assets | $1.2B | $381.1M |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.8M | $11.3M | ||
| Q3 25 | $169.2M | $9.8M | ||
| Q2 25 | $137.3M | $38.9M | ||
| Q1 25 | $209.6M | $38.1M | ||
| Q4 24 | $165.3M | $44.9M | ||
| Q3 24 | $184.2M | $51.2M | ||
| Q2 24 | $111.4M | $59.5M | ||
| Q1 24 | $96.8M | $48.2M |
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
| Q4 25 | $979.3M | $195.7M | ||
| Q3 25 | $1.1B | $181.6M | ||
| Q2 25 | $1.0B | $170.5M | ||
| Q1 25 | $1.1B | $161.1M | ||
| Q4 24 | $1.0B | $153.5M | ||
| Q3 24 | $961.2M | $142.2M | ||
| Q2 24 | $913.6M | $133.0M | ||
| Q1 24 | $901.4M | $125.5M |
| Q4 25 | $1.2B | $381.1M | ||
| Q3 25 | $1.3B | $409.1M | ||
| Q2 25 | $1.2B | $343.0M | ||
| Q1 25 | $1.3B | $336.4M | ||
| Q4 24 | $1.2B | $352.1M | ||
| Q3 24 | $1.1B | $324.4M | ||
| Q2 24 | $1.1B | $303.9M | ||
| Q1 24 | $1.1B | $289.2M |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $60.9M | $28.1M |
| Free Cash FlowOCF − Capex | — | $27.9M |
| FCF MarginFCF / Revenue | — | 14.9% |
| Capex IntensityCapex / Revenue | — | 0.1% |
| Cash ConversionOCF / Net Profit | 0.99× | 2.29× |
| TTM Free Cash FlowTrailing 4 quarters | — | $41.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.9M | $28.1M | ||
| Q3 25 | $93.9M | $13.3M | ||
| Q2 25 | $62.1M | $2.0M | ||
| Q1 25 | $98.5M | $2.2M | ||
| Q4 24 | $65.2M | $19.3M | ||
| Q3 24 | $68.3M | $4.9M | ||
| Q2 24 | $41.2M | $16.5M | ||
| Q1 24 | $63.9M | $-3.9M |
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | — | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | — | $18.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $13.2M | ||
| Q1 24 | — | $-6.5M |
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | -5.5% |
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 0.0% | 1.7% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 2.7% | ||
| Q1 24 | 0.0% | 2.1% |
| Q4 25 | 0.99× | 2.29× | ||
| Q3 25 | 1.51× | 1.52× | ||
| Q2 25 | 1.16× | 0.26× | ||
| Q1 25 | 1.58× | 0.22× | ||
| Q4 24 | 0.87× | 1.96× | ||
| Q3 24 | 1.55× | 0.66× | ||
| Q2 24 | 1.00× | 2.77× | ||
| Q1 24 | 1.57× | -0.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
