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Doximity, Inc.（DOCS）与化石集团（FOSL）财务数据对比。点击上方公司名可切换其他公司
化石集团的季度营收约是Doximity, Inc.的1.5倍（$270.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -14.8%，领先48.1%），Doximity, Inc.同比增速更快（9.8% vs -21.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -11.4%）
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。
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
DOCS vs FOSL — 直观对比
营收规模更大
FOSL
是对方的1.5倍
$185.1M
营收增速更快
DOCS
高出30.8%
-21.1%
净利率更高
DOCS
高出48.1%
-14.8%
两年增速更快
DOCS
近两年复合增速
-11.4%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $270.2M |
| 净利润 | $61.6M | $-40.0M |
| 毛利率 | 89.9% | 49.0% |
| 营业利润率 | 38.9% | -8.0% |
| 净利率 | 33.3% | -14.8% |
| 营收同比 | 9.8% | -21.1% |
| 净利润同比 | -18.1% | -257.8% |
| 每股收益（稀释后） | $0.31 | $-0.76 |
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DOCSFOSL
| Q4 25 | $185.1M | $270.2M | ||
| Q3 25 | $168.5M | $220.4M | ||
| Q2 25 | $145.9M | $233.3M | ||
| Q1 25 | $138.3M | — | ||
| Q4 24 | $168.6M | $342.3M | ||
| Q3 24 | $136.8M | $287.8M | ||
| Q2 24 | $126.7M | $260.0M | ||
| Q1 24 | $118.1M | $254.9M |
净利润DOCSFOSL
| Q4 25 | $61.6M | $-40.0M | ||
| Q3 25 | $62.1M | $-2.1M | ||
| Q2 25 | $53.3M | $-17.9M | ||
| Q1 25 | $62.5M | — | ||
| Q4 24 | $75.2M | $-11.2M | ||
| Q3 24 | $44.2M | $-31.9M | ||
| Q2 24 | $41.4M | $-38.8M | ||
| Q1 24 | $40.6M | $-24.3M |
毛利率DOCSFOSL
| Q4 25 | 89.9% | 49.0% | ||
| Q3 25 | 90.3% | 57.5% | ||
| Q2 25 | 89.2% | 61.3% | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | 53.9% | ||
| Q3 24 | 90.0% | 49.4% | ||
| Q2 24 | 89.3% | 52.6% | ||
| Q1 24 | 89.4% | 52.4% |
营业利润率DOCSFOSL
| Q4 25 | 38.9% | -8.0% | ||
| Q3 25 | 37.8% | 3.9% | ||
| Q2 25 | 37.4% | -2.9% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | -4.8% | ||
| Q3 24 | 38.8% | -8.5% | ||
| Q2 24 | 36.4% | -13.1% | ||
| Q1 24 | 35.5% | -11.5% |
净利率DOCSFOSL
| Q4 25 | 33.3% | -14.8% | ||
| Q3 25 | 36.8% | -1.0% | ||
| Q2 25 | 36.5% | -7.7% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 44.6% | -3.3% | ||
| Q3 24 | 32.3% | -11.1% | ||
| Q2 24 | 32.7% | -14.9% | ||
| Q1 24 | 34.4% | -9.5% |
每股收益（稀释后）DOCSFOSL
| Q4 25 | $0.31 | $-0.76 | ||
| Q3 25 | $0.31 | $-0.04 | ||
| Q2 25 | $0.27 | $-0.33 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | $-0.15 | ||
| Q3 24 | $0.22 | $-0.60 | ||
| Q2 24 | $0.21 | $-0.73 | ||
| Q1 24 | $0.20 | $-0.46 |
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 | $79.2M |
| 总债务越低越好 | — | $169.1M |
| 股东权益账面价值 | $979.3M | $112.6M |
| 总资产 | $1.2B | $701.0M |
| 负债/权益比越低杠杆越低 | — | 1.50× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFOSL
| Q4 25 | $64.8M | $79.2M | ||
| Q3 25 | $169.2M | $109.9M | ||
| Q2 25 | $137.3M | $78.3M | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | $123.6M | ||
| Q3 24 | $184.2M | $106.3M | ||
| Q2 24 | $111.4M | $104.9M | ||
| Q1 24 | $96.8M | $112.9M |
总债务DOCSFOSL
| Q4 25 | — | $169.1M | ||
| Q3 25 | — | $165.6M | ||
| Q2 25 | — | $167.2M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $162.7M | ||
| Q3 24 | — | $173.4M | ||
| Q2 24 | — | $156.5M | ||
| Q1 24 | — | $202.9M |
股东权益DOCSFOSL
| Q4 25 | $979.3M | $112.6M | ||
| Q3 25 | $1.1B | $150.3M | ||
| Q2 25 | $1.0B | $140.6M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $148.7M | ||
| Q3 24 | $961.2M | $164.4M | ||
| Q2 24 | $913.6M | $189.6M | ||
| Q1 24 | $901.4M | $229.1M |
总资产DOCSFOSL
| Q4 25 | $1.2B | $701.0M | ||
| Q3 25 | $1.3B | $704.5M | ||
| Q2 25 | $1.2B | $686.0M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $763.6M | ||
| Q3 24 | $1.1B | $812.4M | ||
| Q2 24 | $1.1B | $785.7M | ||
| Q1 24 | $1.1B | $891.0M |
负债/权益比DOCSFOSL
| Q4 25 | — | 1.50× | ||
| Q3 25 | — | 1.10× | ||
| Q2 25 | — | 1.19× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.09× | ||
| Q3 24 | — | 1.06× | ||
| Q2 24 | — | 0.83× | ||
| Q1 24 | — | 0.89× |
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 | $-22.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.5M |
| 自由现金流率自由现金流/营收 | — | -8.3% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $-46.0M |
8季度趋势，按日历期对齐
经营现金流DOCSFOSL
| Q4 25 | $60.9M | $-22.2M | ||
| Q3 25 | $93.9M | $9.4M | ||
| Q2 25 | $62.1M | $-60.4M | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | $30.5M | ||
| Q3 24 | $68.3M | $-22.8M | ||
| Q2 24 | $41.2M | $38.4M | ||
| Q1 24 | $63.9M | $622.0K |
自由现金流DOCSFOSL
| Q4 25 | — | $-22.5M | ||
| Q3 25 | — | $8.6M | ||
| Q2 25 | — | $-60.6M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $28.5M | ||
| Q3 24 | — | $-24.1M | ||
| Q2 24 | — | $36.6M | ||
| Q1 24 | — | $-1.1M |
自由现金流率DOCSFOSL
| Q4 25 | — | -8.3% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | -26.0% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 8.3% | ||
| Q3 24 | — | -8.4% | ||
| Q2 24 | — | 14.1% | ||
| Q1 24 | — | -0.4% |
资本支出强度DOCSFOSL
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.4% | ||
| Q2 24 | 0.0% | 0.7% | ||
| Q1 24 | 0.0% | 0.7% |
现金转化率DOCSFOSL
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 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
DOCS
| Subscription | $175.4M | 95% |
| Service Other | $9.7M | 5% |
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
