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Doximity, Inc.（DOCS）与ESCO TECHNOLOGIES INC（ESE）财务数据对比。点击上方公司名可切换其他公司
ESCO TECHNOLOGIES INC的季度营收约是Doximity, Inc.的1.6倍（$289.7M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 9.9%，领先23.4%），ESCO TECHNOLOGIES INC同比增速更快（17.3% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 7.8%）
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。
ESCO是来自新加坡的品牌，专注于实验室领域相关产品及服务的研发、生产与销售，可为各类科研、检测及工业实验室提供适配的产品解决方案与配套支持，产品广泛应用于生命科学、医疗健康、工业检测等多个领域。
DOCS vs ESE — 直观对比
营收规模更大
ESE
是对方的1.6倍
$185.1M
营收增速更快
ESE
高出7.5%
9.8%
净利率更高
DOCS
高出23.4%
9.9%
两年增速更快
DOCS
近两年复合增速
7.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $289.7M |
| 净利润 | $61.6M | $28.7M |
| 毛利率 | 89.9% | 41.4% |
| 营业利润率 | 38.9% | 13.2% |
| 净利率 | 33.3% | 9.9% |
| 营收同比 | 9.8% | 17.3% |
| 净利润同比 | -18.1% | 22.2% |
| 每股收益（稀释后） | $0.31 | $1.11 |
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DOCSESE
| Q4 25 | $185.1M | $289.7M | ||
| Q3 25 | $168.5M | $286.5M | ||
| Q2 25 | $145.9M | $296.3M | ||
| Q1 25 | $138.3M | $265.5M | ||
| Q4 24 | $168.6M | $247.0M | ||
| Q3 24 | $136.8M | $298.5M | ||
| Q2 24 | $126.7M | $260.8M | ||
| Q1 24 | $118.1M | $249.1M |
净利润DOCSESE
| Q4 25 | $61.6M | $28.7M | ||
| Q3 25 | $62.1M | $218.7M | ||
| Q2 25 | $53.3M | $26.1M | ||
| Q1 25 | $62.5M | $31.0M | ||
| Q4 24 | $75.2M | $23.5M | ||
| Q3 24 | $44.2M | $34.3M | ||
| Q2 24 | $41.4M | $29.2M | ||
| Q1 24 | $40.6M | $23.2M |
毛利率DOCSESE
| Q4 25 | 89.9% | 41.4% | ||
| Q3 25 | 90.3% | 45.9% | ||
| Q2 25 | 89.2% | 41.2% | ||
| Q1 25 | 89.5% | 41.1% | ||
| Q4 24 | 91.6% | 39.8% | ||
| Q3 24 | 90.0% | 40.1% | ||
| Q2 24 | 89.3% | 39.6% | ||
| Q1 24 | 89.4% | 38.8% |
营业利润率DOCSESE
| Q4 25 | 38.9% | 13.2% | ||
| Q3 25 | 37.8% | 17.2% | ||
| Q2 25 | 37.4% | 11.2% | ||
| Q1 25 | 35.2% | 15.3% | ||
| Q4 24 | 47.4% | 11.4% | ||
| Q3 24 | 38.8% | 14.8% | ||
| Q2 24 | 36.4% | 14.3% | ||
| Q1 24 | 35.5% | 11.7% |
净利率DOCSESE
| Q4 25 | 33.3% | 9.9% | ||
| Q3 25 | 36.8% | 76.3% | ||
| Q2 25 | 36.5% | 8.8% | ||
| Q1 25 | 45.2% | 11.7% | ||
| Q4 24 | 44.6% | 9.5% | ||
| Q3 24 | 32.3% | 11.5% | ||
| Q2 24 | 32.7% | 11.2% | ||
| Q1 24 | 34.4% | 9.3% |
每股收益（稀释后）DOCSESE
| Q4 25 | $0.31 | $1.11 | ||
| Q3 25 | $0.31 | $8.43 | ||
| Q2 25 | $0.27 | $1.01 | ||
| Q1 25 | $0.31 | $1.20 | ||
| Q4 24 | $0.37 | $0.91 | ||
| Q3 24 | $0.22 | $1.32 | ||
| Q2 24 | $0.21 | $1.13 | ||
| Q1 24 | $0.20 | $0.90 |
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 | $103.8M |
| 总债务越低越好 | — | $145.5M |
| 股东权益账面价值 | $979.3M | $1.6B |
| 总资产 | $1.2B | $2.4B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资DOCSESE
| Q4 25 | $64.8M | $103.8M | ||
| Q3 25 | $169.2M | $101.3M | ||
| Q2 25 | $137.3M | $78.7M | ||
| Q1 25 | $209.6M | $57.4M | ||
| Q4 24 | $165.3M | $71.3M | ||
| Q3 24 | $184.2M | $66.0M | ||
| Q2 24 | $111.4M | $63.0M | ||
| Q1 24 | $96.8M | $59.4M |
总债务DOCSESE
| Q4 25 | — | $145.5M | ||
| Q3 25 | — | $186.0M | ||
| Q2 25 | — | $525.0M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $112.0M | ||
| Q3 24 | — | $122.0M | ||
| Q2 24 | — | $173.0M | ||
| Q1 24 | — | $191.0M |
股东权益DOCSESE
| Q4 25 | $979.3M | $1.6B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $961.2M | $1.2B | ||
| Q2 24 | $913.6M | $1.2B | ||
| Q1 24 | $901.4M | $1.2B |
总资产DOCSESE
| Q4 25 | $1.2B | $2.4B | ||
| Q3 25 | $1.3B | $2.4B | ||
| Q2 25 | $1.2B | $2.5B | ||
| Q1 25 | $1.3B | $1.8B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.1B | $1.8B | ||
| Q1 24 | $1.1B | $1.8B |
负债/权益比DOCSESE
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.12× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.16× |
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 | $68.9M |
| 自由现金流经营现金流 - 资本支出 | — | $63.0M |
| 自由现金流率自由现金流/营收 | — | 21.7% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.40× |
| 过去12个月自由现金流最近4个季度 | — | $239.6M |
8季度趋势，按日历期对齐
经营现金流DOCSESE
| Q4 25 | $60.9M | $68.9M | ||
| Q3 25 | $93.9M | $109.9M | ||
| Q2 25 | $62.1M | $73.7M | ||
| Q1 25 | $98.5M | $24.1M | ||
| Q4 24 | $65.2M | $34.2M | ||
| Q3 24 | $68.3M | $72.1M | ||
| Q2 24 | $41.2M | $36.2M | ||
| Q1 24 | $63.9M | $10.5M |
自由现金流DOCSESE
| Q4 25 | — | $63.0M | ||
| Q3 25 | — | $97.8M | ||
| Q2 25 | — | $64.9M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $29.0M | ||
| Q3 24 | — | $60.9M | ||
| Q2 24 | — | $27.6M | ||
| Q1 24 | — | $2.0M |
自由现金流率DOCSESE
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 34.1% | ||
| Q2 25 | — | 21.9% | ||
| Q1 25 | — | 5.3% | ||
| Q4 24 | — | 11.7% | ||
| Q3 24 | — | 20.4% | ||
| Q2 24 | — | 10.6% | ||
| Q1 24 | — | 0.8% |
资本支出强度DOCSESE
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 4.2% | ||
| Q2 25 | — | 3.0% | ||
| Q1 25 | 0.0% | 3.8% | ||
| Q4 24 | 0.0% | 2.1% | ||
| Q3 24 | 0.0% | 3.8% | ||
| Q2 24 | 0.0% | 3.3% | ||
| Q1 24 | 0.0% | 3.4% |
现金转化率DOCSESE
| Q4 25 | 0.99× | 2.40× | ||
| Q3 25 | 1.51× | 0.50× | ||
| Q2 25 | 1.16× | 2.83× | ||
| Q1 25 | 1.58× | 0.78× | ||
| Q4 24 | 0.87× | 1.46× | ||
| Q3 24 | 1.55× | 2.10× | ||
| Q2 24 | 1.00× | 1.24× | ||
| Q1 24 | 1.57× | 0.45× |
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% |
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
