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AtriCure, Inc.（ATRC）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AtriCure, Inc.的1.3倍（$185.1M vs $140.5M），AtriCure, Inc.同比增速更快（13.1% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 13.6%）
AtriCure是一家专注于心房颤动及相关心脏病症治疗的医疗设备企业，研发并生产创新外科手术工具与疗法，主要服务北美、欧洲、亚太地区的医院、心脏外科中心及医疗机构，为微创心脏手术提供高效可靠的适配解决方案。
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。
ATRC vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$140.5M
营收增速更快
ATRC
高出3.3%
9.8%
两年增速更快
DOCS
近两年复合增速
13.6%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $140.5M | $185.1M |
| 净利润 | — | $61.6M |
| 毛利率 | 75.0% | 89.9% |
| 营业利润率 | 1.8% | 38.9% |
| 净利率 | — | 33.3% |
| 营收同比 | 13.1% | 9.8% |
| 净利润同比 | — | -18.1% |
| 每股收益（稀释后） | $0.04 | $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ATRCDOCS
| Q4 25 | $140.5M | $185.1M | ||
| Q3 25 | $134.3M | $168.5M | ||
| Q2 25 | $136.1M | $145.9M | ||
| Q1 25 | $123.6M | $138.3M | ||
| Q4 24 | $124.3M | $168.6M | ||
| Q3 24 | $115.9M | $136.8M | ||
| Q2 24 | $116.3M | $126.7M | ||
| Q1 24 | $108.9M | $118.1M |
净利润ATRCDOCS
| Q4 25 | — | $61.6M | ||
| Q3 25 | $-267.0K | $62.1M | ||
| Q2 25 | $-6.2M | $53.3M | ||
| Q1 25 | $-6.7M | $62.5M | ||
| Q4 24 | — | $75.2M | ||
| Q3 24 | $-7.9M | $44.2M | ||
| Q2 24 | $-8.0M | $41.4M | ||
| Q1 24 | $-13.3M | $40.6M |
毛利率ATRCDOCS
| Q4 25 | 75.0% | 89.9% | ||
| Q3 25 | 75.5% | 90.3% | ||
| Q2 25 | 74.5% | 89.2% | ||
| Q1 25 | 74.9% | 89.5% | ||
| Q4 24 | 74.5% | 91.6% | ||
| Q3 24 | 74.9% | 90.0% | ||
| Q2 24 | 74.7% | 89.3% | ||
| Q1 24 | 74.7% | 89.4% |
营业利润率ATRCDOCS
| Q4 25 | 1.8% | 38.9% | ||
| Q3 25 | 0.2% | 37.8% | ||
| Q2 25 | -4.5% | 37.4% | ||
| Q1 25 | -4.8% | 35.2% | ||
| Q4 24 | -11.7% | 47.4% | ||
| Q3 24 | -6.4% | 38.8% | ||
| Q2 24 | -6.2% | 36.4% | ||
| Q1 24 | -10.0% | 35.5% |
净利率ATRCDOCS
| Q4 25 | — | 33.3% | ||
| Q3 25 | -0.2% | 36.8% | ||
| Q2 25 | -4.5% | 36.5% | ||
| Q1 25 | -5.5% | 45.2% | ||
| Q4 24 | — | 44.6% | ||
| Q3 24 | -6.8% | 32.3% | ||
| Q2 24 | -6.9% | 32.7% | ||
| Q1 24 | -12.2% | 34.4% |
每股收益（稀释后）ATRCDOCS
| Q4 25 | $0.04 | $0.31 | ||
| Q3 25 | $-0.01 | $0.31 | ||
| Q2 25 | $-0.13 | $0.27 | ||
| Q1 25 | $-0.14 | $0.31 | ||
| Q4 24 | $-0.33 | $0.37 | ||
| Q3 24 | $-0.17 | $0.22 | ||
| Q2 24 | $-0.17 | $0.21 | ||
| Q1 24 | $-0.28 | $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 | $167.4M | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $491.9M | $979.3M |
| 总资产 | $654.2M | $1.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ATRCDOCS
| Q4 25 | $167.4M | $64.8M | ||
| Q3 25 | $147.9M | $169.2M | ||
| Q2 25 | $117.8M | $137.3M | ||
| Q1 25 | $99.9M | $209.6M | ||
| Q4 24 | $122.7M | $165.3M | ||
| Q3 24 | $130.3M | $184.2M | ||
| Q2 24 | $114.0M | $111.4M | ||
| Q1 24 | $106.0M | $96.8M |
总债务ATRCDOCS
| Q4 25 | — | — | ||
| Q3 25 | $61.9M | — | ||
| Q2 25 | $61.9M | — | ||
| Q1 25 | $61.9M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $61.9M | — | ||
| Q2 24 | $61.9M | — | ||
| Q1 24 | $61.9M | — |
股东权益ATRCDOCS
| Q4 25 | $491.9M | $979.3M | ||
| Q3 25 | $476.5M | $1.1B | ||
| Q2 25 | $464.5M | $1.0B | ||
| Q1 25 | $454.6M | $1.1B | ||
| Q4 24 | $461.0M | $1.0B | ||
| Q3 24 | $465.0M | $961.2M | ||
| Q2 24 | $462.1M | $913.6M | ||
| Q1 24 | $456.3M | $901.4M |
总资产ATRCDOCS
| Q4 25 | $654.2M | $1.2B | ||
| Q3 25 | $635.4M | $1.3B | ||
| Q2 25 | $608.8M | $1.2B | ||
| Q1 25 | $591.6M | $1.3B | ||
| Q4 24 | $609.3M | $1.2B | ||
| Q3 24 | $615.1M | $1.1B | ||
| Q2 24 | $597.3M | $1.1B | ||
| Q1 24 | $591.6M | $1.1B |
负债/权益比ATRCDOCS
| Q4 25 | — | — | ||
| Q3 25 | 0.13× | — | ||
| Q2 25 | 0.13× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | 0.14× | — |
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 | $20.0M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $18.4M | — |
| 自由现金流率自由现金流/营收 | 13.1% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 现金转化率经营现金流/净利润 | — | 0.99× |
| 过去12个月自由现金流最近4个季度 | $48.3M | — |
8季度趋势，按日历期对齐
经营现金流ATRCDOCS
| Q4 25 | $20.0M | $60.9M | ||
| Q3 25 | $26.7M | $93.9M | ||
| Q2 25 | $21.6M | $62.1M | ||
| Q1 25 | $-11.0M | $98.5M | ||
| Q4 24 | $5.8M | $65.2M | ||
| Q3 24 | $20.0M | $68.3M | ||
| Q2 24 | $7.4M | $41.2M | ||
| Q1 24 | $-21.0M | $63.9M |
自由现金流ATRCDOCS
| Q4 25 | $18.4M | — | ||
| Q3 25 | $24.1M | — | ||
| Q2 25 | $19.0M | — | ||
| Q1 25 | $-13.2M | — | ||
| Q4 24 | $3.1M | — | ||
| Q3 24 | $16.4M | — | ||
| Q2 24 | $5.0M | — | ||
| Q1 24 | $-23.8M | — |
自由现金流率ATRCDOCS
| Q4 25 | 13.1% | — | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | -10.7% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 14.1% | — | ||
| Q2 24 | 4.3% | — | ||
| Q1 24 | -21.9% | — |
资本支出强度ATRCDOCS
| Q4 25 | 1.1% | — | ||
| Q3 25 | 1.9% | — | ||
| Q2 25 | 2.0% | — | ||
| Q1 25 | 1.8% | 0.0% | ||
| Q4 24 | 2.2% | 0.0% | ||
| Q3 24 | 3.1% | 0.0% | ||
| Q2 24 | 2.1% | 0.0% | ||
| Q1 24 | 2.5% | 0.0% |
现金转化率ATRCDOCS
| Q4 25 | — | 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
ATRC
| Appendage Management | $45.5M | 32% |
| Openheart | $38.5M | 27% |
| Other | $26.2M | 19% |
| Pain Management | $22.6M | 16% |
| Minimally Invasive | $7.7M | 6% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
