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Doximity, Inc.（DOCS）与Emergent BioSolutions Inc.（EBS）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Emergent BioSolutions Inc.的1.2倍（$185.1M vs $148.7M），Doximity, Inc.净利率更高（33.3% vs -36.7%，领先70.0%），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 -29.6%）
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。
Emergent BioSolutions是一家总部位于美国马里兰州盖瑟斯堡的跨国专业生物制药企业，公司专注于开发针对传染病及阿片类药物过量的疫苗与抗体疗法，同时还为生物防御领域提供相关医疗设备支持。
DOCS vs EBS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$148.7M
营收增速更快
DOCS
高出33.4%
-23.6%
净利率更高
DOCS
高出70.0%
-36.7%
两年增速更快
DOCS
近两年复合增速
-29.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $148.7M |
| 净利润 | $61.6M | $-54.6M |
| 毛利率 | 89.9% | 42.9% |
| 营业利润率 | 38.9% | -18.8% |
| 净利率 | 33.3% | -36.7% |
| 营收同比 | 9.8% | -23.6% |
| 净利润同比 | -18.1% | -74.4% |
| 每股收益（稀释后） | $0.31 | $-0.95 |
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DOCSEBS
| Q4 25 | $185.1M | $148.7M | ||
| Q3 25 | $168.5M | $231.1M | ||
| Q2 25 | $145.9M | $140.9M | ||
| Q1 25 | $138.3M | $222.2M | ||
| Q4 24 | $168.6M | $194.7M | ||
| Q3 24 | $136.8M | $293.8M | ||
| Q2 24 | $126.7M | $254.7M | ||
| Q1 24 | $118.1M | $300.4M |
净利润DOCSEBS
| Q4 25 | $61.6M | $-54.6M | ||
| Q3 25 | $62.1M | $51.2M | ||
| Q2 25 | $53.3M | $-12.0M | ||
| Q1 25 | $62.5M | $68.0M | ||
| Q4 24 | $75.2M | $-31.3M | ||
| Q3 24 | $44.2M | $114.8M | ||
| Q2 24 | $41.4M | $-283.1M | ||
| Q1 24 | $40.6M | $9.0M |
毛利率DOCSEBS
| Q4 25 | 89.9% | 42.9% | ||
| Q3 25 | 90.3% | 62.8% | ||
| Q2 25 | 89.2% | 52.5% | ||
| Q1 25 | 89.5% | 60.2% | ||
| Q4 24 | 91.6% | 39.4% | ||
| Q3 24 | 90.0% | 54.9% | ||
| Q2 24 | 89.3% | -18.8% | ||
| Q1 24 | 89.4% | 49.2% |
营业利润率DOCSEBS
| Q4 25 | 38.9% | -18.8% | ||
| Q3 25 | 37.8% | 33.1% | ||
| Q2 25 | 37.4% | 1.1% | ||
| Q1 25 | 35.2% | 22.5% | ||
| Q4 24 | 47.4% | -4.9% | ||
| Q3 24 | 38.8% | 22.0% | ||
| Q2 24 | 36.4% | -79.9% | ||
| Q1 24 | 35.5% | 13.2% |
净利率DOCSEBS
| Q4 25 | 33.3% | -36.7% | ||
| Q3 25 | 36.8% | 22.2% | ||
| Q2 25 | 36.5% | -8.5% | ||
| Q1 25 | 45.2% | 30.6% | ||
| Q4 24 | 44.6% | -16.1% | ||
| Q3 24 | 32.3% | 39.1% | ||
| Q2 24 | 32.7% | -111.2% | ||
| Q1 24 | 34.4% | 3.0% |
每股收益（稀释后）DOCSEBS
| Q4 25 | $0.31 | $-0.95 | ||
| Q3 25 | $0.31 | $0.91 | ||
| Q2 25 | $0.27 | $-0.22 | ||
| Q1 25 | $0.31 | $1.19 | ||
| Q4 24 | $0.37 | $-0.45 | ||
| Q3 24 | $0.22 | $2.06 | ||
| Q2 24 | $0.21 | $-5.38 | ||
| Q1 24 | $0.20 | $0.17 |
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 | $64.8M | $205.4M |
| 总债务越低越好 | — | $589.7M |
| 股东权益账面价值 | $979.3M | $522.6M |
| 总资产 | $1.2B | $1.3B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资DOCSEBS
| Q4 25 | $64.8M | $205.4M | ||
| Q3 25 | $169.2M | $245.5M | ||
| Q2 25 | $137.3M | $267.3M | ||
| Q1 25 | $209.6M | $149.1M | ||
| Q4 24 | $165.3M | $99.5M | ||
| Q3 24 | $184.2M | $149.9M | ||
| Q2 24 | $111.4M | $69.7M | ||
| Q1 24 | $96.8M | $78.5M |
总债务DOCSEBS
| Q4 25 | — | $589.7M | ||
| Q3 25 | — | $693.1M | ||
| Q2 25 | — | $700.0M | ||
| Q1 25 | — | $700.0M | ||
| Q4 24 | — | $700.0M | ||
| Q3 24 | — | $700.8M | ||
| Q2 24 | — | $863.8M | ||
| Q1 24 | — | $909.2M |
股东权益DOCSEBS
| Q4 25 | $979.3M | $522.6M | ||
| Q3 25 | $1.1B | $582.5M | ||
| Q2 25 | $1.0B | $536.2M | ||
| Q1 25 | $1.1B | $552.7M | ||
| Q4 24 | $1.0B | $482.8M | ||
| Q3 24 | $961.2M | $508.4M | ||
| Q2 24 | $913.6M | $386.3M | ||
| Q1 24 | $901.4M | $663.9M |
总资产DOCSEBS
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.5B | ||
| Q1 24 | $1.1B | $1.8B |
负债/权益比DOCSEBS
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.19× | ||
| Q2 25 | — | 1.31× | ||
| Q1 25 | — | 1.27× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 1.38× | ||
| Q2 24 | — | 2.24× | ||
| Q1 24 | — | 1.37× |
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 | $60.9M | $77.7M |
| 自由现金流经营现金流 - 资本支出 | — | $73.8M |
| 自由现金流率自由现金流/营收 | — | 49.6% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 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 | — | $156.8M |
8季度趋势，按日历期对齐
经营现金流DOCSEBS
| Q4 25 | $60.9M | $77.7M | ||
| Q3 25 | $93.9M | $-2.3M | ||
| Q2 25 | $62.1M | $106.4M | ||
| Q1 25 | $98.5M | $-11.2M | ||
| Q4 24 | $65.2M | $-79.9M | ||
| Q3 24 | $68.3M | $153.7M | ||
| Q2 24 | $41.2M | $47.5M | ||
| Q1 24 | $63.9M | $-62.6M |
自由现金流DOCSEBS
| Q4 25 | — | $73.8M | ||
| Q3 25 | — | $-5.7M | ||
| Q2 25 | — | $103.5M | ||
| Q1 25 | — | $-14.8M | ||
| Q4 24 | — | $-81.6M | ||
| Q3 24 | — | $147.9M | ||
| Q2 24 | — | $42.9M | ||
| Q1 24 | — | $-73.4M |
自由现金流率DOCSEBS
| Q4 25 | — | 49.6% | ||
| Q3 25 | — | -2.5% | ||
| Q2 25 | — | 73.5% | ||
| Q1 25 | — | -6.7% | ||
| Q4 24 | — | -41.9% | ||
| Q3 24 | — | 50.3% | ||
| Q2 24 | — | 16.8% | ||
| Q1 24 | — | -24.4% |
资本支出强度DOCSEBS
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 2.1% | ||
| Q1 25 | 0.0% | 1.6% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 0.0% | 2.0% | ||
| Q2 24 | 0.0% | 1.8% | ||
| Q1 24 | 0.0% | 3.6% |
现金转化率DOCSEBS
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | -0.04× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | -0.16× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.34× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | -6.96× |
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
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
EBS
| Medical Countermeasures MCM Product | $99.2M | 67% |
| Commercial Products Segment | $38.4M | 26% |
| All Other Revenue | $11.1M | 7% |
