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Doximity, Inc.（DOCS）与Embecta Corp.（EMBC）财务数据对比。点击上方公司名可切换其他公司
Embecta Corp.的季度营收约是Doximity, Inc.的1.4倍（$261.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 16.9%，领先16.4%），Doximity, Inc.同比增速更快（9.8% vs -0.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -4.6%）
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。
Embecta Corp.是一家专注于糖尿病护理领域的全球医疗科技企业，主要设计、生产及销售胰岛素笔针、注射器、输注组件等给药装置，产品服务覆盖全球多个地区的患者、医疗机构及生物制药合作方。
DOCS vs EMBC — 直观对比
营收规模更大
EMBC
是对方的1.4倍
$185.1M
营收增速更快
DOCS
高出10.0%
-0.3%
净利率更高
DOCS
高出16.4%
16.9%
两年增速更快
DOCS
近两年复合增速
-4.6%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $261.2M |
| 净利润 | $61.6M | $44.1M |
| 毛利率 | 89.9% | 61.9% |
| 营业利润率 | 38.9% | 31.9% |
| 净利率 | 33.3% | 16.9% |
| 营收同比 | 9.8% | -0.3% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $0.74 |
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DOCSEMBC
| Q4 25 | $185.1M | $261.2M | ||
| Q3 25 | $168.5M | $264.0M | ||
| Q2 25 | $145.9M | $295.5M | ||
| Q1 25 | $138.3M | $259.0M | ||
| Q4 24 | $168.6M | $261.9M | ||
| Q3 24 | $136.8M | $286.1M | ||
| Q2 24 | $126.7M | $272.5M | ||
| Q1 24 | $118.1M | $287.2M |
净利润DOCSEMBC
| Q4 25 | $61.6M | $44.1M | ||
| Q3 25 | $62.1M | $26.4M | ||
| Q2 25 | $53.3M | $45.5M | ||
| Q1 25 | $62.5M | $23.5M | ||
| Q4 24 | $75.2M | $0 | ||
| Q3 24 | $44.2M | $14.6M | ||
| Q2 24 | $41.4M | $14.7M | ||
| Q1 24 | $40.6M | $28.9M |
毛利率DOCSEMBC
| Q4 25 | 89.9% | 61.9% | ||
| Q3 25 | 90.3% | 60.0% | ||
| Q2 25 | 89.2% | 66.7% | ||
| Q1 25 | 89.5% | 63.4% | ||
| Q4 24 | 91.6% | 60.0% | ||
| Q3 24 | 90.0% | 60.7% | ||
| Q2 24 | 89.3% | 69.8% | ||
| Q1 24 | 89.4% | 64.6% |
营业利润率DOCSEMBC
| Q4 25 | 38.9% | 31.9% | ||
| Q3 25 | 37.8% | 21.4% | ||
| Q2 25 | 37.4% | 31.8% | ||
| Q1 25 | 35.2% | 24.3% | ||
| Q4 24 | 47.4% | 11.0% | ||
| Q3 24 | 38.8% | 9.2% | ||
| Q2 24 | 36.4% | 20.5% | ||
| Q1 24 | 35.5% | 13.6% |
净利率DOCSEMBC
| Q4 25 | 33.3% | 16.9% | ||
| Q3 25 | 36.8% | 10.0% | ||
| Q2 25 | 36.5% | 15.4% | ||
| Q1 25 | 45.2% | 9.1% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 5.1% | ||
| Q2 24 | 32.7% | 5.4% | ||
| Q1 24 | 34.4% | 10.1% |
每股收益（稀释后）DOCSEMBC
| Q4 25 | $0.31 | $0.74 | ||
| Q3 25 | $0.31 | $0.44 | ||
| Q2 25 | $0.27 | $0.78 | ||
| Q1 25 | $0.31 | $0.40 | ||
| Q4 24 | $0.37 | $0.00 | ||
| Q3 24 | $0.22 | $0.24 | ||
| Q2 24 | $0.21 | $0.25 | ||
| Q1 24 | $0.20 | $0.50 |
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 | $201.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $-613.1M |
| 总资产 | $1.2B | $1.1B |
| 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DOCSEMBC
| Q4 25 | $64.8M | $201.3M | ||
| Q3 25 | $169.2M | $225.5M | ||
| Q2 25 | $137.3M | $230.6M | ||
| Q1 25 | $209.6M | $209.3M | ||
| Q4 24 | $165.3M | $210.0M | ||
| Q3 24 | $184.2M | $267.5M | ||
| Q2 24 | $111.4M | $275.1M | ||
| Q1 24 | $96.8M | $299.8M |
总债务DOCSEMBC
| Q4 25 | — | — | ||
| Q3 25 | — | $1.4B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $1.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSEMBC
| Q4 25 | $979.3M | $-613.1M | ||
| Q3 25 | $1.1B | $-650.6M | ||
| Q2 25 | $1.0B | $-669.6M | ||
| Q1 25 | $1.1B | $-736.2M | ||
| Q4 24 | $1.0B | $-768.8M | ||
| Q3 24 | $961.2M | $-738.3M | ||
| Q2 24 | $913.6M | $-763.7M | ||
| Q1 24 | $901.4M | $-769.6M |
总资产DOCSEMBC
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.1B | $1.2B |
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 | $17.2M |
| 自由现金流经营现金流 - 资本支出 | — | $16.6M |
| 自由现金流率自由现金流/营收 | — | 6.4% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.39× |
| 过去12个月自由现金流最近4个季度 | — | $205.8M |
8季度趋势，按日历期对齐
经营现金流DOCSEMBC
| Q4 25 | $60.9M | $17.2M | ||
| Q3 25 | $93.9M | $84.0M | ||
| Q2 25 | $62.1M | $81.2M | ||
| Q1 25 | $98.5M | $31.8M | ||
| Q4 24 | $65.2M | $-5.3M | ||
| Q3 24 | $68.3M | $26.6M | ||
| Q2 24 | $41.2M | $-2.1M | ||
| Q1 24 | $63.9M | $24.3M |
自由现金流DOCSEMBC
| Q4 25 | — | $16.6M | ||
| Q3 25 | — | $76.7M | ||
| Q2 25 | — | $80.8M | ||
| Q1 25 | — | $31.7M | ||
| Q4 24 | — | $-6.8M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $-11.8M | ||
| Q1 24 | — | $20.9M |
自由现金流率DOCSEMBC
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 29.1% | ||
| Q2 25 | — | 27.3% | ||
| Q1 25 | — | 12.2% | ||
| Q4 24 | — | -2.6% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -4.3% | ||
| Q1 24 | — | 7.3% |
资本支出强度DOCSEMBC
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 0.0% | 0.0% | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 3.6% | ||
| Q1 24 | 0.0% | 1.2% |
现金转化率DOCSEMBC
| Q4 25 | 0.99× | 0.39× | ||
| Q3 25 | 1.51× | 3.18× | ||
| Q2 25 | 1.16× | 1.78× | ||
| Q1 25 | 1.58× | 1.35× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.82× | ||
| Q2 24 | 1.00× | -0.14× | ||
| Q1 24 | 1.57× | 0.84× |
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% |
EMBC
| Pen Needles | $185.5M | 71% |
| Safety | $37.3M | 14% |
| Syringes | $30.7M | 12% |
| Manufacturing Facility | $4.1M | 2% |
