vs
AVANOS MEDICAL, INC.(AVNS)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AVANOS MEDICAL, INC.的1.0倍($185.1M vs $180.9M),Doximity, Inc.净利率更高(33.3% vs -0.7%,领先34.0%),Doximity, Inc.同比增速更快(9.8% vs 0.7%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs 4.4%)
Avanos Medical是一家医疗科技企业,专注于研发生产临床医疗设备,核心业务围绕疼痛管理与慢性护理两大板块展开,致力于帮助患者加快康复、预防感染,同时减少临床治疗中阿片类药物的使用。
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。
AVNS vs DOCS — 直观对比
营收规模更大
DOCS
是对方的1.0倍
$180.9M
营收增速更快
DOCS
高出9.0%
0.7%
净利率更高
DOCS
高出34.0%
-0.7%
两年增速更快
DOCS
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $180.9M | $185.1M |
| 净利润 | $-1.3M | $61.6M |
| 毛利率 | 47.5% | 89.9% |
| 营业利润率 | 1.4% | 38.9% |
| 净利率 | -0.7% | 33.3% |
| 营收同比 | 0.7% | 9.8% |
| 净利润同比 | 99.7% | -18.1% |
| 每股收益(稀释后) | $-0.02 | $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
AVNS
DOCS
| Q4 25 | $180.9M | $185.1M | ||
| Q3 25 | $177.8M | $168.5M | ||
| Q2 25 | $175.0M | $145.9M | ||
| Q1 25 | $167.5M | $138.3M | ||
| Q4 24 | $179.6M | $168.6M | ||
| Q3 24 | $170.4M | $136.8M | ||
| Q2 24 | $171.7M | $126.7M | ||
| Q1 24 | $166.1M | $118.1M |
净利润
AVNS
DOCS
| Q4 25 | $-1.3M | $61.6M | ||
| Q3 25 | $-1.4M | $62.1M | ||
| Q2 25 | $-76.8M | $53.3M | ||
| Q1 25 | $6.6M | $62.5M | ||
| Q4 24 | $-397.3M | $75.2M | ||
| Q3 24 | $4.3M | $44.2M | ||
| Q2 24 | $1.8M | $41.4M | ||
| Q1 24 | $-900.0K | $40.6M |
毛利率
AVNS
DOCS
| Q4 25 | 47.5% | 89.9% | ||
| Q3 25 | 48.4% | 90.3% | ||
| Q2 25 | 52.6% | 89.2% | ||
| Q1 25 | 53.6% | 89.5% | ||
| Q4 24 | 54.6% | 91.6% | ||
| Q3 24 | 54.5% | 90.0% | ||
| Q2 24 | 55.7% | 89.3% | ||
| Q1 24 | 57.1% | 89.4% |
营业利润率
AVNS
DOCS
| Q4 25 | 1.4% | 38.9% | ||
| Q3 25 | 0.1% | 37.8% | ||
| Q2 25 | -42.6% | 37.4% | ||
| Q1 25 | 6.1% | 35.2% | ||
| Q4 24 | -233.0% | 47.4% | ||
| Q3 24 | 7.0% | 38.8% | ||
| Q2 24 | 3.7% | 36.4% | ||
| Q1 24 | 2.4% | 35.5% |
净利率
AVNS
DOCS
| Q4 25 | -0.7% | 33.3% | ||
| Q3 25 | -0.8% | 36.8% | ||
| Q2 25 | -43.9% | 36.5% | ||
| Q1 25 | 3.9% | 45.2% | ||
| Q4 24 | -221.2% | 44.6% | ||
| Q3 24 | 2.5% | 32.3% | ||
| Q2 24 | 1.0% | 32.7% | ||
| Q1 24 | -0.5% | 34.4% |
每股收益(稀释后)
AVNS
DOCS
| Q4 25 | $-0.02 | $0.31 | ||
| Q3 25 | $-0.03 | $0.31 | ||
| Q2 25 | $-1.66 | $0.27 | ||
| Q1 25 | $0.14 | $0.31 | ||
| Q4 24 | $-8.64 | $0.37 | ||
| Q3 24 | $0.09 | $0.22 | ||
| Q2 24 | $0.04 | $0.21 | ||
| Q1 24 | $-0.02 | $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 | $89.8M | $64.8M |
| 总债务越低越好 | $90.3M | — |
| 股东权益账面价值 | $778.2M | $979.3M |
| 总资产 | $1.1B | $1.2B |
| 负债/权益比越低杠杆越低 | 0.12× | — |
8季度趋势,按日历期对齐
现金及短期投资
AVNS
DOCS
| Q4 25 | $89.8M | $64.8M | ||
| Q3 25 | $70.5M | $169.2M | ||
| Q2 25 | $90.3M | $137.3M | ||
| Q1 25 | $97.0M | $209.6M | ||
| Q4 24 | $107.7M | $165.3M | ||
| Q3 24 | $89.0M | $184.2M | ||
| Q2 24 | $92.2M | $111.4M | ||
| Q1 24 | $75.8M | $96.8M |
总债务
AVNS
DOCS
| Q4 25 | $90.3M | — | ||
| Q3 25 | $93.4M | — | ||
| Q2 25 | $95.7M | — | ||
| Q1 25 | $98.0M | — | ||
| Q4 24 | $125.3M | — | ||
| Q3 24 | $152.6M | — | ||
| Q2 24 | $164.9M | — | ||
| Q1 24 | $167.2M | — |
股东权益
AVNS
DOCS
| Q4 25 | $778.2M | $979.3M | ||
| Q3 25 | $778.0M | $1.1B | ||
| Q2 25 | $776.3M | $1.0B | ||
| Q1 25 | $839.4M | $1.1B | ||
| Q4 24 | $828.5M | $1.0B | ||
| Q3 24 | $1.2B | $961.2M | ||
| Q2 24 | $1.2B | $913.6M | ||
| Q1 24 | $1.2B | $901.4M |
总资产
AVNS
DOCS
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.1B | $1.3B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.7B | $1.1B | ||
| Q2 24 | $1.7B | $1.1B | ||
| Q1 24 | $1.7B | $1.1B |
负债/权益比
AVNS
DOCS
| Q4 25 | 0.12× | — | ||
| Q3 25 | 0.12× | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.12× | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | 0.12× | — | ||
| 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 | $28.2M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $21.3M | — |
| 自由现金流率自由现金流/营收 | 11.8% | — |
| 资本支出强度资本支出/营收 | 3.8% | — |
| 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 | $43.1M | — |
8季度趋势,按日历期对齐
经营现金流
AVNS
DOCS
| Q4 25 | $28.2M | $60.9M | ||
| Q3 25 | $14.0M | $93.9M | ||
| Q2 25 | $6.8M | $62.1M | ||
| Q1 25 | $25.7M | $98.5M | ||
| Q4 24 | $57.9M | $65.2M | ||
| Q3 24 | $23.0M | $68.3M | ||
| Q2 24 | $27.8M | $41.2M | ||
| Q1 24 | $-8.0M | $63.9M |
自由现金流
AVNS
DOCS
| Q4 25 | $21.3M | — | ||
| Q3 25 | $7.0M | — | ||
| Q2 25 | $-4.2M | — | ||
| Q1 25 | $19.0M | — | ||
| Q4 24 | $53.1M | — | ||
| Q3 24 | $20.0M | — | ||
| Q2 24 | $21.9M | — | ||
| Q1 24 | $-12.1M | — |
自由现金流率
AVNS
DOCS
| Q4 25 | 11.8% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | -2.4% | — | ||
| Q1 25 | 11.3% | — | ||
| Q4 24 | 29.6% | — | ||
| Q3 24 | 11.7% | — | ||
| Q2 24 | 12.8% | — | ||
| Q1 24 | -7.3% | — |
资本支出强度
AVNS
DOCS
| Q4 25 | 3.8% | — | ||
| Q3 25 | 3.9% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.0% | 0.0% | ||
| Q4 24 | 2.7% | 0.0% | ||
| Q3 24 | 1.8% | 0.0% | ||
| Q2 24 | 3.4% | 0.0% | ||
| Q1 24 | 2.5% | 0.0% |
现金转化率
AVNS
DOCS
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | 3.89× | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | 5.35× | 1.55× | ||
| Q2 24 | 15.44× | 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
AVNS
| Enteral Feeding | $83.0M | 46% |
| Radiofrequency Ablation | $36.9M | 20% |
| Neonate Solutions | $32.1M | 18% |
| Surgical Pain And Recovery | $24.7M | 14% |
| Corporate Other | $4.2M | 2% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |