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AIR LEASE CORP（AL）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是AIR LEASE CORP的1.3倍（$185.1M vs $140.8M），AIR LEASE CORP净利率更高（128.5% vs 33.3%，领先95.2%），AIR LEASE CORP同比增速更快（90.4% vs 9.8%），过去两年AIR LEASE CORP的营收复合增速更高（69.6% vs 25.2%）
航空租赁公司（ALC）是2010年成立的美国飞机租赁企业，由史蒂文·F·乌德瓦-哈齐执掌运营。公司直接向波音、空客、巴航工业、ATR采购全新商用飞机，为全球各地航空公司客户提供专业的飞机租赁及融资服务。
Doximity Inc成立于2010年，是面向医疗专业人士的线上社交服务平台，为平台会员提供精选医疗资讯、远程医疗工具，以及病例协作相关功能，助力医疗从业者高效交流信息、开展诊疗相关工作。
AL vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$140.8M
营收增速更快
AL
高出80.7%
9.8%
净利率更高
AL
高出95.2%
33.3%
两年增速更快
AL
近两年复合增速
25.2%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.8M | $185.1M |
| 净利润 | $180.9M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | — | 38.9% |
| 净利率 | 128.5% | 33.3% |
| 营收同比 | 90.4% | 9.8% |
| 净利润同比 | 60.2% | -18.1% |
| 每股收益（稀释后） | $1.49 | $0.31 |
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ALDOCS
| Q4 25 | $140.8M | $185.1M | ||
| Q3 25 | $44.5M | $168.5M | ||
| Q2 25 | $53.0M | $145.9M | ||
| Q1 25 | $92.9M | $138.3M | ||
| Q4 24 | $74.0M | $168.6M | ||
| Q3 24 | $65.0M | $136.8M | ||
| Q2 24 | $57.8M | $126.7M | ||
| Q1 24 | $49.0M | $118.1M |
净利润ALDOCS
| Q4 25 | $180.9M | $61.6M | ||
| Q3 25 | $146.5M | $62.1M | ||
| Q2 25 | $385.2M | $53.3M | ||
| Q1 25 | $375.8M | $62.5M | ||
| Q4 24 | $112.9M | $75.2M | ||
| Q3 24 | $104.0M | $44.2M | ||
| Q2 24 | $102.9M | $41.4M | ||
| Q1 24 | $107.9M | $40.6M |
毛利率ALDOCS
| Q4 25 | — | 89.9% | ||
| Q3 25 | — | 90.3% | ||
| Q2 25 | — | 89.2% | ||
| Q1 25 | — | 89.5% | ||
| Q4 24 | — | 91.6% | ||
| Q3 24 | — | 90.0% | ||
| Q2 24 | — | 89.3% | ||
| Q1 24 | — | 89.4% |
营业利润率ALDOCS
| Q4 25 | — | 38.9% | ||
| Q3 25 | — | 37.8% | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 47.4% | ||
| Q3 24 | — | 38.8% | ||
| Q2 24 | — | 36.4% | ||
| Q1 24 | — | 35.5% |
净利率ALDOCS
| Q4 25 | 128.5% | 33.3% | ||
| Q3 25 | 329.2% | 36.8% | ||
| Q2 25 | 726.9% | 36.5% | ||
| Q1 25 | 404.5% | 45.2% | ||
| Q4 24 | 152.7% | 44.6% | ||
| Q3 24 | 160.0% | 32.3% | ||
| Q2 24 | 178.2% | 32.7% | ||
| Q1 24 | 220.2% | 34.4% |
每股收益（稀释后）ALDOCS
| Q4 25 | $1.49 | $0.31 | ||
| Q3 25 | $1.21 | $0.31 | ||
| Q2 25 | $3.33 | $0.27 | ||
| Q1 25 | $3.26 | $0.31 | ||
| Q4 24 | $0.83 | $0.37 | ||
| Q3 24 | $0.82 | $0.22 | ||
| Q2 24 | $0.81 | $0.21 | ||
| Q1 24 | $0.87 | $0.20 |
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 | $466.4M | $64.8M |
| 总债务越低越好 | $19.7B | — |
| 股东权益账面价值 | $8.5B | $979.3M |
| 总资产 | $32.9B | $1.2B |
| 负债/权益比越低杠杆越低 | 2.33× | — |
8季度趋势，按日历期对齐
现金及短期投资ALDOCS
| Q4 25 | $466.4M | $64.8M | ||
| Q3 25 | $452.2M | $169.2M | ||
| Q2 25 | $454.8M | $137.3M | ||
| Q1 25 | $456.6M | $209.6M | ||
| Q4 24 | $472.6M | $165.3M | ||
| Q3 24 | $460.8M | $184.2M | ||
| Q2 24 | $454.1M | $111.4M | ||
| Q1 24 | $554.4M | $96.8M |
总债务ALDOCS
| Q4 25 | $19.7B | — | ||
| Q3 25 | $20.2B | — | ||
| Q2 25 | $20.3B | — | ||
| Q1 25 | $19.9B | — | ||
| Q4 24 | $20.2B | — | ||
| Q3 24 | $20.2B | — | ||
| Q2 24 | $19.7B | — | ||
| Q1 24 | $19.5B | — |
股东权益ALDOCS
| Q4 25 | $8.5B | $979.3M | ||
| Q3 25 | $8.3B | $1.1B | ||
| Q2 25 | $8.2B | $1.0B | ||
| Q1 25 | $7.9B | $1.1B | ||
| Q4 24 | $7.5B | $1.0B | ||
| Q3 24 | $7.7B | $961.2M | ||
| Q2 24 | $7.3B | $913.6M | ||
| Q1 24 | $7.2B | $901.4M |
总资产ALDOCS
| Q4 25 | $32.9B | $1.2B | ||
| Q3 25 | $33.4B | $1.3B | ||
| Q2 25 | $33.3B | $1.2B | ||
| Q1 25 | $32.4B | $1.3B | ||
| Q4 24 | $32.3B | $1.2B | ||
| Q3 24 | $32.2B | $1.1B | ||
| Q2 24 | $31.0B | $1.1B | ||
| Q1 24 | $30.9B | $1.1B |
负债/权益比ALDOCS
| Q4 25 | 2.33× | — | ||
| Q3 25 | 2.42× | — | ||
| Q2 25 | 2.47× | — | ||
| Q1 25 | 2.53× | — | ||
| Q4 24 | 2.68× | — | ||
| Q3 24 | 2.63× | — | ||
| Q2 24 | 2.69× | — | ||
| Q1 24 | 2.69× | — |
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 | $414.1M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $342.1M | — |
| 自由现金流率自由现金流/营收 | 242.9% | — |
| 资本支出强度资本支出/营收 | 51.1% | — |
| 现金转化率经营现金流/净利润 | 2.29× | 0.99× |
| 过去12个月自由现金流最近4个季度 | $1.5B | — |
8季度趋势，按日历期对齐
经营现金流ALDOCS
| Q4 25 | $414.1M | $60.9M | ||
| Q3 25 | $458.6M | $93.9M | ||
| Q2 25 | $473.6M | $62.1M | ||
| Q1 25 | $388.3M | $98.5M | ||
| Q4 24 | $430.0M | $65.2M | ||
| Q3 24 | $461.9M | $68.3M | ||
| Q2 24 | $413.8M | $41.2M | ||
| Q1 24 | $371.3M | $63.9M |
自由现金流ALDOCS
| Q4 25 | $342.1M | — | ||
| Q3 25 | $412.3M | — | ||
| Q2 25 | $427.1M | — | ||
| Q1 25 | $315.5M | — | ||
| Q4 24 | $326.8M | — | ||
| Q3 24 | $369.8M | — | ||
| Q2 24 | $346.4M | — | ||
| Q1 24 | $246.8M | — |
自由现金流率ALDOCS
| Q4 25 | 242.9% | — | ||
| Q3 25 | 926.6% | — | ||
| Q2 25 | 806.0% | — | ||
| Q1 25 | 339.5% | — | ||
| Q4 24 | 441.8% | — | ||
| Q3 24 | 569.1% | — | ||
| Q2 24 | 599.5% | — | ||
| Q1 24 | 503.8% | — |
资本支出强度ALDOCS
| Q4 25 | 51.1% | — | ||
| Q3 25 | 104.1% | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 78.4% | 0.0% | ||
| Q4 24 | 139.6% | 0.0% | ||
| Q3 24 | 141.7% | 0.0% | ||
| Q2 24 | 116.7% | 0.0% | ||
| Q1 24 | 254.3% | 0.0% |
现金转化率ALDOCS
| Q4 25 | 2.29× | 0.99× | ||
| Q3 25 | 3.13× | 1.51× | ||
| Q2 25 | 1.23× | 1.16× | ||
| Q1 25 | 1.03× | 1.58× | ||
| Q4 24 | 3.81× | 0.87× | ||
| Q3 24 | 4.44× | 1.55× | ||
| Q2 24 | 4.02× | 1.00× | ||
| Q1 24 | 3.44× | 1.57× |
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
AL
暂无分部数据
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
