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Digital Turbine, Inc.（APPS）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Digital Turbine, Inc.的1.2倍（$185.1M vs $151.4M），Doximity, Inc.净利率更高（33.3% vs 3.4%，领先29.9%），Digital Turbine, Inc.同比增速更快（12.4% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 16.2%）
Digital Turbine是一家全球移动广告科技企业，为移动运营商、设备厂商及应用开发者提供端到端的应用变现、用户获取和定向广告解决方案，业务覆盖北美、欧洲、亚太地区，服务电信、移动科技、消费应用等多个核心领域。
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。
APPS vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$151.4M
营收增速更快
APPS
高出2.7%
9.8%
净利率更高
DOCS
高出29.9%
3.4%
两年增速更快
DOCS
近两年复合增速
16.2%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $151.4M | $185.1M |
| 净利润 | $5.1M | $61.6M |
| 毛利率 | 57.4% | 89.9% |
| 营业利润率 | 14.3% | 38.9% |
| 净利率 | 3.4% | 33.3% |
| 营收同比 | 12.4% | 9.8% |
| 净利润同比 | 122.1% | -18.1% |
| 每股收益（稀释后） | $0.03 | $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APPSDOCS
| Q4 25 | $151.4M | $185.1M | ||
| Q3 25 | $140.4M | $168.5M | ||
| Q2 25 | $130.9M | $145.9M | ||
| Q1 25 | $119.2M | $138.3M | ||
| Q4 24 | $134.6M | $168.6M | ||
| Q3 24 | $118.7M | $136.8M | ||
| Q2 24 | $118.0M | $126.7M | ||
| Q1 24 | $112.2M | $118.1M |
净利润APPSDOCS
| Q4 25 | $5.1M | $61.6M | ||
| Q3 25 | $-21.4M | $62.1M | ||
| Q2 25 | $-14.1M | $53.3M | ||
| Q1 25 | $-18.8M | $62.5M | ||
| Q4 24 | $-23.1M | $75.2M | ||
| Q3 24 | $-25.0M | $44.2M | ||
| Q2 24 | $-25.2M | $41.4M | ||
| Q1 24 | $-236.5M | $40.6M |
毛利率APPSDOCS
| Q4 25 | 57.4% | 89.9% | ||
| Q3 25 | 55.1% | 90.3% | ||
| Q2 25 | 55.6% | 89.2% | ||
| Q1 25 | 55.4% | 89.5% | ||
| Q4 24 | 48.0% | 91.6% | ||
| Q3 24 | 52.6% | 90.0% | ||
| Q2 24 | 52.7% | 89.3% | ||
| Q1 24 | 52.3% | 89.4% |
营业利润率APPSDOCS
| Q4 25 | 14.3% | 38.9% | ||
| Q3 25 | 4.7% | 37.8% | ||
| Q2 25 | -3.6% | 37.4% | ||
| Q1 25 | -9.8% | 35.2% | ||
| Q4 24 | -9.5% | 47.4% | ||
| Q3 24 | -11.4% | 38.8% | ||
| Q2 24 | -13.6% | 36.4% | ||
| Q1 24 | -185.2% | 35.5% |
净利率APPSDOCS
| Q4 25 | 3.4% | 33.3% | ||
| Q3 25 | -15.2% | 36.8% | ||
| Q2 25 | -10.8% | 36.5% | ||
| Q1 25 | -15.8% | 45.2% | ||
| Q4 24 | -17.2% | 44.6% | ||
| Q3 24 | -21.0% | 32.3% | ||
| Q2 24 | -21.3% | 32.7% | ||
| Q1 24 | -210.7% | 34.4% |
每股收益（稀释后）APPSDOCS
| Q4 25 | $0.03 | $0.31 | ||
| Q3 25 | $-0.20 | $0.31 | ||
| Q2 25 | $-0.13 | $0.27 | ||
| Q1 25 | $-0.18 | $0.31 | ||
| Q4 24 | $-0.22 | $0.37 | ||
| Q3 24 | $-0.24 | $0.22 | ||
| Q2 24 | $-0.25 | $0.21 | ||
| Q1 24 | $-2.33 | $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 | $40.2M | $64.8M |
| 总债务越低越好 | $355.0M | — |
| 股东权益账面价值 | $194.6M | $979.3M |
| 总资产 | $858.2M | $1.2B |
| 负债/权益比越低杠杆越低 | 1.82× | — |
8季度趋势，按日历期对齐
现金及短期投资APPSDOCS
| Q4 25 | $40.2M | $64.8M | ||
| Q3 25 | $38.8M | $169.2M | ||
| Q2 25 | $33.4M | $137.3M | ||
| Q1 25 | $39.4M | $209.6M | ||
| Q4 24 | $34.6M | $165.3M | ||
| Q3 24 | $32.1M | $184.2M | ||
| Q2 24 | $35.0M | $111.4M | ||
| Q1 24 | $32.9M | $96.8M |
总债务APPSDOCS
| Q4 25 | $355.0M | — | ||
| Q3 25 | $396.4M | — | ||
| Q2 25 | $400.5M | — | ||
| Q1 25 | $408.7M | — | ||
| Q4 24 | $408.2M | — | ||
| Q3 24 | $407.6M | — | ||
| Q2 24 | $393.8M | — | ||
| Q1 24 | $383.5M | — |
股东权益APPSDOCS
| Q4 25 | $194.6M | $979.3M | ||
| Q3 25 | $148.1M | $1.1B | ||
| Q2 25 | $152.3M | $1.0B | ||
| Q1 25 | $154.0M | $1.1B | ||
| Q4 24 | $163.6M | $1.0B | ||
| Q3 24 | $182.4M | $961.2M | ||
| Q2 24 | $196.0M | $913.6M | ||
| Q1 24 | $213.9M | $901.4M |
总资产APPSDOCS
| Q4 25 | $858.2M | $1.2B | ||
| Q3 25 | $818.7M | $1.3B | ||
| Q2 25 | $818.4M | $1.2B | ||
| Q1 25 | $812.9M | $1.3B | ||
| Q4 24 | $839.7M | $1.2B | ||
| Q3 24 | $844.5M | $1.1B | ||
| Q2 24 | $860.2M | $1.1B | ||
| Q1 24 | $865.5M | $1.1B |
负债/权益比APPSDOCS
| Q4 25 | 1.82× | — | ||
| Q3 25 | 2.68× | — | ||
| Q2 25 | 2.63× | — | ||
| Q1 25 | 2.65× | — | ||
| Q4 24 | 2.50× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 2.01× | — | ||
| Q1 24 | 1.79× | — |
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 | $14.2M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.78× | 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APPSDOCS
| Q4 25 | $14.2M | $60.9M | ||
| Q3 25 | $14.5M | $93.9M | ||
| Q2 25 | $8.8M | $62.1M | ||
| Q1 25 | $11.9M | $98.5M | ||
| Q4 24 | $10.4M | $65.2M | ||
| Q3 24 | $-8.7M | $68.3M | ||
| Q2 24 | $-1.4M | $41.2M | ||
| Q1 24 | $28.7M | $63.9M |
资本支出强度APPSDOCS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 0.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.0% | ||
| Q1 24 | — | 0.0% |
现金转化率APPSDOCS
| Q4 25 | 2.78× | 0.99× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | — | 1.55× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | — | 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
APPS
| On Device Solutions | $99.6M | 66% |
| App Growth Platform | $52.6M | 35% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
