vs
Antero Midstream Corp（AM）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
Antero Midstream Corp的季度营收约是Doximity, Inc.的1.6倍（$291.1M vs $185.1M），Antero Midstream Corp净利率更高（41.5% vs 33.3%，领先8.2%），Doximity, Inc.同比增速更快（9.8% vs -7.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 3.9%）
Antero Midstream Corp是美国能源企业，注册地为特拉华州，总部设于科罗拉多州丹佛市。公司全部油气储量均位于阿巴拉契亚盆地，采用水力压裂技术开采，核心业务涵盖油气勘探开发相关领域。
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。
AM vs DOCS — 直观对比
营收规模更大
AM
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出17.1%
-7.3%
净利率更高
AM
高出8.2%
33.3%
两年增速更快
DOCS
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $291.1M | $185.1M |
| 净利润 | $120.7M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | 60.9% | 38.9% |
| 净利率 | 41.5% | 33.3% |
| 营收同比 | -7.3% | 9.8% |
| 净利润同比 | 2.1% | -18.1% |
| 每股收益（稀释后） | $0.25 | $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AMDOCS
| Q1 26 | $291.1M | — | ||
| Q4 25 | $297.0M | $185.1M | ||
| Q3 25 | $294.8M | $168.5M | ||
| Q2 25 | $305.5M | $145.9M | ||
| Q1 25 | $291.1M | $138.3M | ||
| Q4 24 | $287.5M | $168.6M | ||
| Q3 24 | $269.9M | $136.8M | ||
| Q2 24 | $269.8M | $126.7M |
净利润AMDOCS
| Q1 26 | $120.7M | — | ||
| Q4 25 | $51.9M | $61.6M | ||
| Q3 25 | $116.0M | $62.1M | ||
| Q2 25 | $124.5M | $53.3M | ||
| Q1 25 | $120.7M | $62.5M | ||
| Q4 24 | $111.2M | $75.2M | ||
| Q3 24 | $99.7M | $44.2M | ||
| Q2 24 | $86.0M | $41.4M |
毛利率AMDOCS
| Q1 26 | — | — | ||
| 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% |
营业利润率AMDOCS
| Q1 26 | 60.9% | — | ||
| Q4 25 | 33.8% | 38.9% | ||
| Q3 25 | 61.2% | 37.8% | ||
| Q2 25 | 61.0% | 37.4% | ||
| Q1 25 | 60.9% | 35.2% | ||
| Q4 24 | 61.8% | 47.4% | ||
| Q3 24 | 60.2% | 38.8% | ||
| Q2 24 | 56.6% | 36.4% |
净利率AMDOCS
| Q1 26 | 41.5% | — | ||
| Q4 25 | 17.5% | 33.3% | ||
| Q3 25 | 39.3% | 36.8% | ||
| Q2 25 | 40.8% | 36.5% | ||
| Q1 25 | 41.5% | 45.2% | ||
| Q4 24 | 38.7% | 44.6% | ||
| Q3 24 | 37.0% | 32.3% | ||
| Q2 24 | 31.9% | 32.7% |
每股收益（稀释后）AMDOCS
| Q1 26 | $0.25 | — | ||
| Q4 25 | $0.11 | $0.31 | ||
| Q3 25 | $0.24 | $0.31 | ||
| Q2 25 | $0.26 | $0.27 | ||
| Q1 25 | $0.25 | $0.31 | ||
| Q4 24 | $0.23 | $0.37 | ||
| Q3 24 | $0.21 | $0.22 | ||
| Q2 24 | $0.18 | $0.21 |
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 | $180.4M | $64.8M |
| 总债务越低越好 | $3.2B | — |
| 股东权益账面价值 | $2.0B | $979.3M |
| 总资产 | $5.9B | $1.2B |
| 负债/权益比越低杠杆越低 | 1.63× | — |
8季度趋势，按日历期对齐
现金及短期投资AMDOCS
| Q1 26 | $180.4M | — | ||
| Q4 25 | $180.4M | $64.8M | ||
| Q3 25 | — | $169.2M | ||
| Q2 25 | — | $137.3M | ||
| Q1 25 | — | $209.6M | ||
| Q4 24 | — | $165.3M | ||
| Q3 24 | — | $184.2M | ||
| Q2 24 | — | $111.4M |
总债务AMDOCS
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $3.0B | — | ||
| Q1 25 | $3.1B | — | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.2B | — | ||
| Q2 24 | $3.2B | — |
股东权益AMDOCS
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $979.3M | ||
| Q3 25 | $2.1B | $1.1B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.1B | $1.1B | ||
| Q4 24 | $2.1B | $1.0B | ||
| Q3 24 | $2.1B | $961.2M | ||
| Q2 24 | $2.1B | $913.6M |
总资产AMDOCS
| Q1 26 | $5.9B | — | ||
| Q4 25 | $5.9B | $1.2B | ||
| Q3 25 | $5.7B | $1.3B | ||
| Q2 25 | $5.7B | $1.2B | ||
| Q1 25 | $5.8B | $1.3B | ||
| Q4 24 | $5.8B | $1.2B | ||
| Q3 24 | $5.8B | $1.1B | ||
| Q2 24 | $5.8B | $1.1B |
负债/权益比AMDOCS
| Q1 26 | 1.63× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.46× | — | ||
| Q2 25 | 1.45× | — | ||
| Q1 25 | 1.49× | — | ||
| Q4 24 | 1.47× | — | ||
| Q3 24 | 1.49× | — | ||
| Q2 24 | 1.50× | — |
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 | $198.9M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $186.9M | — |
| 自由现金流率自由现金流/营收 | 64.2% | — |
| 资本支出强度资本支出/营收 | 11.1% | — |
| 现金转化率经营现金流/净利润 | 1.65× | 0.99× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AMDOCS
| Q1 26 | $198.9M | — | ||
| Q4 25 | $255.5M | $60.9M | ||
| Q3 25 | $212.8M | $93.9M | ||
| Q2 25 | $265.2M | $62.1M | ||
| Q1 25 | $198.9M | $98.5M | ||
| Q4 24 | $232.7M | $65.2M | ||
| Q3 24 | $184.9M | $68.3M | ||
| Q2 24 | $215.8M | $41.2M |
自由现金流AMDOCS
| Q1 26 | $186.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $184.3M | — | ||
| Q2 24 | $147.2M | — |
自由现金流率AMDOCS
| Q1 26 | 64.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 68.3% | — | ||
| Q2 24 | 54.6% | — |
资本支出强度AMDOCS
| Q1 26 | 11.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | 0.0% | 0.0% | ||
| Q3 24 | 0.2% | 0.0% | ||
| Q2 24 | 25.4% | 0.0% |
现金转化率AMDOCS
| Q1 26 | 1.65× | — | ||
| Q4 25 | 4.92× | 0.99× | ||
| Q3 25 | 1.84× | 1.51× | ||
| Q2 25 | 2.13× | 1.16× | ||
| Q1 25 | 1.65× | 1.58× | ||
| Q4 24 | 2.09× | 0.87× | ||
| Q3 24 | 1.85× | 1.55× | ||
| Q2 24 | 2.51× | 1.00× |
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
AM
| Gathering and compression–Antero Resources | $238.0M | 82% |
| Other | $52.3M | 18% |
| Water handling–third party | $505.0K | 0% |
| Gathering and compression–third party | $295.0K | 0% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
