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GE医疗（CCRN）与Doximity, Inc.（DOCS）财务数据对比。点击上方公司名可切换其他公司
GE医疗的季度营收约是Doximity, Inc.的1.3倍（$236.8M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -35.0%，领先68.3%），Doximity, Inc.同比增速更快（9.8% vs -23.6%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -21.0%）
GE医疗是总部位于美国伊利诺伊州芝加哥的医疗科技企业，品牌标识为GE HealthCare。公司主要业务分为四大板块：包含分子影像、CT、磁共振、妇科筛查及X光设备的医学影像业务、超声业务，以及聚焦远程患者监测、麻醉呼吸护理、心脏诊断、婴幼儿护理的患者护理解决方案业务，此外还开展医药相关业务。
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。
CCRN vs DOCS — 直观对比
营收规模更大
CCRN
是对方的1.3倍
$185.1M
营收增速更快
DOCS
高出33.4%
-23.6%
净利率更高
DOCS
高出68.3%
-35.0%
两年增速更快
DOCS
近两年复合增速
-21.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $236.8M | $185.1M |
| 净利润 | $-82.9M | $61.6M |
| 毛利率 | — | 89.9% |
| 营业利润率 | -30.2% | 38.9% |
| 净利率 | -35.0% | 33.3% |
| 营收同比 | -23.6% | 9.8% |
| 净利润同比 | -2109.7% | -18.1% |
| 每股收益（稀释后） | $-2.56 | $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CCRNDOCS
| Q4 25 | $236.8M | $185.1M | ||
| Q3 25 | $250.1M | $168.5M | ||
| Q2 25 | $274.1M | $145.9M | ||
| Q1 25 | $293.4M | $138.3M | ||
| Q4 24 | $309.9M | $168.6M | ||
| Q3 24 | $315.1M | $136.8M | ||
| Q2 24 | $339.8M | $126.7M | ||
| Q1 24 | $379.2M | $118.1M |
净利润CCRNDOCS
| Q4 25 | $-82.9M | $61.6M | ||
| Q3 25 | $-4.8M | $62.1M | ||
| Q2 25 | $-6.7M | $53.3M | ||
| Q1 25 | $-490.0K | $62.5M | ||
| Q4 24 | $-3.8M | $75.2M | ||
| Q3 24 | $2.6M | $44.2M | ||
| Q2 24 | $-16.1M | $41.4M | ||
| Q1 24 | $2.7M | $40.6M |
毛利率CCRNDOCS
| Q4 25 | — | 89.9% | ||
| Q3 25 | 20.4% | 90.3% | ||
| Q2 25 | 20.4% | 89.2% | ||
| Q1 25 | 20.0% | 89.5% | ||
| Q4 24 | — | 91.6% | ||
| Q3 24 | 20.4% | 90.0% | ||
| Q2 24 | 20.8% | 89.3% | ||
| Q1 24 | 20.4% | 89.4% |
营业利润率CCRNDOCS
| Q4 25 | -30.2% | 38.9% | ||
| Q3 25 | -2.4% | 37.8% | ||
| Q2 25 | -2.1% | 37.4% | ||
| Q1 25 | -0.3% | 35.2% | ||
| Q4 24 | -1.1% | 47.4% | ||
| Q3 24 | 0.9% | 38.8% | ||
| Q2 24 | -5.7% | 36.4% | ||
| Q1 24 | 0.8% | 35.5% |
净利率CCRNDOCS
| Q4 25 | -35.0% | 33.3% | ||
| Q3 25 | -1.9% | 36.8% | ||
| Q2 25 | -2.4% | 36.5% | ||
| Q1 25 | -0.2% | 45.2% | ||
| Q4 24 | -1.2% | 44.6% | ||
| Q3 24 | 0.8% | 32.3% | ||
| Q2 24 | -4.7% | 32.7% | ||
| Q1 24 | 0.7% | 34.4% |
每股收益（稀释后）CCRNDOCS
| Q4 25 | $-2.56 | $0.31 | ||
| Q3 25 | $-0.15 | $0.31 | ||
| Q2 25 | $-0.20 | $0.27 | ||
| Q1 25 | $-0.02 | $0.31 | ||
| Q4 24 | $-0.13 | $0.37 | ||
| Q3 24 | $0.08 | $0.22 | ||
| Q2 24 | $-0.47 | $0.21 | ||
| Q1 24 | $0.08 | $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 | $108.7M | $64.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $322.8M | $979.3M |
| 总资产 | $449.0M | $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CCRNDOCS
| Q4 25 | $108.7M | $64.8M | ||
| Q3 25 | $99.1M | $169.2M | ||
| Q2 25 | $81.2M | $137.3M | ||
| Q1 25 | $80.7M | $209.6M | ||
| Q4 24 | $81.6M | $165.3M | ||
| Q3 24 | $64.0M | $184.2M | ||
| Q2 24 | $69.6M | $111.4M | ||
| Q1 24 | $5.2M | $96.8M |
股东权益CCRNDOCS
| Q4 25 | $322.8M | $979.3M | ||
| Q3 25 | $408.1M | $1.1B | ||
| Q2 25 | $412.2M | $1.0B | ||
| Q1 25 | $418.2M | $1.1B | ||
| Q4 24 | $419.0M | $1.0B | ||
| Q3 24 | $424.7M | $961.2M | ||
| Q2 24 | $433.3M | $913.6M | ||
| Q1 24 | $462.4M | $901.4M |
总资产CCRNDOCS
| Q4 25 | $449.0M | $1.2B | ||
| Q3 25 | $538.2M | $1.3B | ||
| Q2 25 | $553.8M | $1.2B | ||
| Q1 25 | $576.2M | $1.3B | ||
| Q4 24 | $589.3M | $1.2B | ||
| Q3 24 | $597.4M | $1.1B | ||
| Q2 24 | $602.9M | $1.1B | ||
| Q1 24 | $648.4M | $1.1B |
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 | $18.2M | $60.9M |
| 自由现金流经营现金流 - 资本支出 | $16.1M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 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 | $40.1M | — |
8季度趋势，按日历期对齐
经营现金流CCRNDOCS
| Q4 25 | $18.2M | $60.9M | ||
| Q3 25 | $20.1M | $93.9M | ||
| Q2 25 | $4.2M | $62.1M | ||
| Q1 25 | $5.7M | $98.5M | ||
| Q4 24 | $24.2M | $65.2M | ||
| Q3 24 | $7.5M | $68.3M | ||
| Q2 24 | $82.4M | $41.2M | ||
| Q1 24 | $6.0M | $63.9M |
自由现金流CCRNDOCS
| Q4 25 | $16.1M | — | ||
| Q3 25 | $17.9M | — | ||
| Q2 25 | $2.3M | — | ||
| Q1 25 | $3.8M | — | ||
| Q4 24 | $21.7M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $79.6M | — | ||
| Q1 24 | $3.8M | — |
自由现金流率CCRNDOCS
| Q4 25 | 6.8% | — | ||
| Q3 25 | 7.2% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 1.3% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 2.0% | — | ||
| Q2 24 | 23.4% | — | ||
| Q1 24 | 1.0% | — |
资本支出强度CCRNDOCS
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.9% | — | ||
| Q2 25 | 0.7% | — | ||
| Q1 25 | 0.6% | 0.0% | ||
| Q4 24 | 0.8% | 0.0% | ||
| Q3 24 | 0.4% | 0.0% | ||
| Q2 24 | 0.8% | 0.0% | ||
| Q1 24 | 0.6% | 0.0% |
现金转化率CCRNDOCS
| Q4 25 | — | 0.99× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | — | 1.58× | ||
| Q4 24 | — | 0.87× | ||
| Q3 24 | 2.92× | 1.55× | ||
| Q2 24 | — | 1.00× | ||
| Q1 24 | 2.23× | 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
CCRN
| Temporary Staffing Services | $189.6M | 80% |
| Physician Staffing | $42.5M | 18% |
| Other Services | $4.7M | 2% |
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
