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APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）与DOCUSIGN, INC.（DOCU）财务数据对比。点击上方公司名可切换其他公司
APPLIED INDUSTRIAL TECHNOLOGIES INC的季度营收约是DOCUSIGN, INC.的1.5倍（$1.3B vs $818.4M），DOCUSIGN, INC.净利率更高（10.2% vs 8.0%，领先2.3%），DOCUSIGN, INC.同比增速更快（8.4% vs 7.3%），DOCUSIGN, INC.自由现金流更多（$262.9M vs $95.4M）
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
DocuSign是总部位于美国加利福尼亚州旧金山的软件企业，为各类机构提供多设备支持的电子协议管理及电子签名相关产品。截至2025年，公司在180个国家拥有约170万客户，其处理的签名符合美国ESIGN法案、欧盟eIDAS法规要求，满足欧盟高级及合格签名标准。
AIT vs DOCU — 直观对比
营收规模更大
AIT
是对方的1.5倍
$818.4M
营收增速更快
DOCU
高出1.2%
7.3%
净利率更高
DOCU
高出2.3%
8.0%
自由现金流更多
DOCU
多$167.5M
$95.4M
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $818.4M |
| 净利润 | $99.8M | $83.7M |
| 毛利率 | 30.4% | 79.2% |
| 营业利润率 | 11.0% | 10.4% |
| 净利率 | 8.0% | 10.2% |
| 营收同比 | 7.3% | 8.4% |
| 净利润同比 | -0.0% | 34.1% |
| 每股收益（稀释后） | $2.65 | $0.40 |
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AITDOCU
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $818.4M | ||
| Q3 25 | $1.2B | $800.6M | ||
| Q2 25 | $1.2B | $763.7M | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
净利润AITDOCU
| Q1 26 | $99.8M | — | ||
| Q4 25 | $95.3M | $83.7M | ||
| Q3 25 | $100.8M | $63.0M | ||
| Q2 25 | $107.8M | $72.1M | ||
| Q1 25 | $99.8M | — | ||
| Q4 24 | $93.3M | — | ||
| Q3 24 | $92.1M | — | ||
| Q2 24 | $103.5M | — |
毛利率AITDOCU
| Q1 26 | 30.4% | — | ||
| Q4 25 | 30.4% | 79.2% | ||
| Q3 25 | 30.1% | 79.3% | ||
| Q2 25 | 30.6% | 79.4% | ||
| Q1 25 | 30.5% | — | ||
| Q4 24 | 30.6% | — | ||
| Q3 24 | 29.6% | — | ||
| Q2 24 | 30.7% | — |
营业利润率AITDOCU
| Q1 26 | 11.0% | — | ||
| Q4 25 | 10.6% | 10.4% | ||
| Q3 25 | 10.8% | 8.1% | ||
| Q2 25 | 11.0% | 7.9% | ||
| Q1 25 | 11.1% | — | ||
| Q4 24 | 11.3% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 12.0% | — |
净利率AITDOCU
| Q1 26 | 8.0% | — | ||
| Q4 25 | 8.2% | 10.2% | ||
| Q3 25 | 8.4% | 7.9% | ||
| Q2 25 | 8.8% | 9.4% | ||
| Q1 25 | 8.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 8.9% | — |
每股收益（稀释后）AITDOCU
| Q1 26 | $2.65 | — | ||
| Q4 25 | $2.51 | $0.40 | ||
| Q3 25 | $2.63 | $0.30 | ||
| Q2 25 | $2.80 | $0.34 | ||
| Q1 25 | $2.57 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.36 | — | ||
| Q2 24 | $2.64 | — |
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 | $171.6M | $583.3M |
| 总债务越低越好 | $365.3M | — |
| 股东权益账面价值 | $1.9B | $2.0B |
| 总资产 | $3.0B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.20× | — |
8季度趋势，按日历期对齐
现金及短期投资AITDOCU
| Q1 26 | $171.6M | — | ||
| Q4 25 | $406.0M | $583.3M | ||
| Q3 25 | $418.7M | $600.0M | ||
| Q2 25 | $388.4M | $657.4M | ||
| Q1 25 | $352.8M | — | ||
| Q4 24 | $303.4M | — | ||
| Q3 24 | $538.5M | — | ||
| Q2 24 | $460.6M | — |
总债务AITDOCU
| Q1 26 | $365.3M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AITDOCU
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $2.0B | ||
| Q3 25 | $1.9B | $2.0B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | — | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.7B | — |
总资产AITDOCU
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $4.0B | ||
| Q3 25 | $3.2B | $3.9B | ||
| Q2 25 | $3.2B | $3.9B | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.0B | — | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $3.0B | — |
负债/权益比AITDOCU
| Q1 26 | 0.20× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $319.1M | $290.3M |
| 自由现金流经营现金流 - 资本支出 | $95.4M | $262.9M |
| 自由现金流率自由现金流/营收 | 7.6% | 32.1% |
| 资本支出强度资本支出/营收 | 1.5% | 3.3% |
| 现金转化率经营现金流/净利润 | 3.20× | 3.47× |
| 过去12个月自由现金流最近4个季度 | $438.9M | — |
8季度趋势，按日历期对齐
经营现金流AITDOCU
| Q1 26 | $319.1M | — | ||
| Q4 25 | $99.7M | $290.3M | ||
| Q3 25 | $119.3M | $246.1M | ||
| Q2 25 | $147.0M | $251.4M | ||
| Q1 25 | $122.5M | — | ||
| Q4 24 | $95.1M | — | ||
| Q3 24 | $127.7M | — | ||
| Q2 24 | $119.2M | — |
自由现金流AITDOCU
| Q1 26 | $95.4M | — | ||
| Q4 25 | $93.4M | $262.9M | ||
| Q3 25 | $112.0M | $217.6M | ||
| Q2 25 | $138.2M | $227.8M | ||
| Q1 25 | $114.9M | — | ||
| Q4 24 | $89.9M | — | ||
| Q3 24 | $122.2M | — | ||
| Q2 24 | $111.7M | — |
自由现金流率AITDOCU
| Q1 26 | 7.6% | — | ||
| Q4 25 | 8.0% | 32.1% | ||
| Q3 25 | 9.3% | 27.2% | ||
| Q2 25 | 11.3% | 29.8% | ||
| Q1 25 | 9.8% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 11.1% | — | ||
| Q2 24 | 9.6% | — |
资本支出强度AITDOCU
| Q1 26 | 1.5% | — | ||
| Q4 25 | 0.5% | 3.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.7% | 3.1% | ||
| Q1 25 | 0.6% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率AITDOCU
| Q1 26 | 3.20× | — | ||
| Q4 25 | 1.05× | 3.47× | ||
| Q3 25 | 1.18× | 3.91× | ||
| Q2 25 | 1.36× | 3.49× | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 1.02× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.15× | — |
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
AIT
暂无分部数据
DOCU
| Subscription And Circulation | $801.0M | 98% |
| Professional Services And Other | $17.4M | 2% |
