vs
Doximity, Inc.（DOCS）与FOX FACTORY HOLDING CORP（FOXF）财务数据对比。点击上方公司名可切换其他公司
FOX FACTORY HOLDING CORP的季度营收约是Doximity, Inc.的2.0倍（$361.1M vs $185.1M），Doximity, Inc.同比增速更快（9.8% vs 2.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 1.8%）
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。
福克斯工厂控股公司是一家美国企业，旗下最知名的产品为Fox Racing Shox品牌的越野赛车减震悬挂部件，该品牌在越野改装和赛车领域拥有较高知名度，深受越野运动爱好者与专业赛车队伍的认可。
DOCS vs FOXF — 直观对比
营收规模更大
FOXF
是对方的2.0倍
$185.1M
营收增速更快
DOCS
高出7.4%
2.3%
两年增速更快
DOCS
近两年复合增速
1.8%
损益表 — Q3 FY2026 vs Q4 FY2027
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $361.1M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 28.3% |
| 营业利润率 | 38.9% | -13.0% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 2.3% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $-6.86 |
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DOCSFOXF
| Q4 26 | — | $361.1M | ||
| Q1 26 | — | $368.7M | ||
| Q4 25 | $185.1M | $376.4M | ||
| Q3 25 | $168.5M | $374.9M | ||
| Q2 25 | $145.9M | $355.0M | ||
| Q1 25 | $138.3M | $352.8M | ||
| Q4 24 | $168.6M | — | ||
| Q3 24 | $136.8M | $359.1M |
净利润DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | $-15.0M | ||
| Q4 25 | $61.6M | $-634.0K | ||
| Q3 25 | $62.1M | $2.7M | ||
| Q2 25 | $53.3M | $-259.7M | ||
| Q1 25 | $62.5M | $-141.0K | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $4.8M |
毛利率DOCSFOXF
| Q4 26 | — | 28.3% | ||
| Q1 26 | — | 28.9% | ||
| Q4 25 | 89.9% | 30.4% | ||
| Q3 25 | 90.3% | 31.2% | ||
| Q2 25 | 89.2% | 30.9% | ||
| Q1 25 | 89.5% | 28.9% | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | 29.9% |
营业利润率DOCSFOXF
| Q4 26 | — | -13.0% | ||
| Q1 26 | — | 72.8% | ||
| Q4 25 | 38.9% | 4.0% | ||
| Q3 25 | 37.8% | 4.9% | ||
| Q2 25 | 37.4% | -70.6% | ||
| Q1 25 | 35.2% | 3.2% | ||
| Q4 24 | 47.4% | — | ||
| Q3 24 | 38.8% | 5.2% |
净利率DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | -4.1% | ||
| Q4 25 | 33.3% | -0.2% | ||
| Q3 25 | 36.8% | 0.7% | ||
| Q2 25 | 36.5% | -73.1% | ||
| Q1 25 | 45.2% | -0.0% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 1.3% |
每股收益（稀释后）DOCSFOXF
| Q4 26 | — | $-6.86 | ||
| Q1 26 | — | $-0.36 | ||
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $0.31 | $0.07 | ||
| Q2 25 | $0.27 | $-6.23 | ||
| Q1 25 | $0.31 | $0.00 | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | $0.11 |
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 | $58.0M |
| 总债务越低越好 | — | $26.9M |
| 股东权益账面价值 | $979.3M | $670.2M |
| 总资产 | $1.2B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资DOCSFOXF
| Q4 26 | — | $58.0M | ||
| Q1 26 | — | $53.9M | ||
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | — | ||
| Q1 25 | $209.6M | $71.7M | ||
| Q4 24 | $165.3M | — | ||
| Q3 24 | $184.2M | — |
总债务DOCSFOXF
| Q4 26 | — | $26.9M | ||
| Q1 26 | — | $26.9M | ||
| Q4 25 | — | $536.7M | ||
| Q3 25 | — | $541.8M | ||
| Q2 25 | — | $546.9M | ||
| Q1 25 | — | $552.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $558.4M |
股东权益DOCSFOXF
| Q4 26 | — | $670.2M | ||
| Q1 26 | — | $658.8M | ||
| Q4 25 | $979.3M | $956.0M | ||
| Q3 25 | $1.1B | $958.7M | ||
| Q2 25 | $1.0B | $939.9M | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $961.2M | $1.2B |
总资产DOCSFOXF
| Q4 26 | — | $1.7B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | $2.3B |
负债/权益比DOCSFOXF
| Q4 26 | — | 0.04× | ||
| Q1 26 | — | 0.04× | ||
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.57× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.47× |
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 | $60.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSFOXF
| Q4 26 | — | $60.9M | ||
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $5.3M | ||
| Q3 25 | $93.9M | $36.8M | ||
| Q2 25 | $62.1M | $680.0K | ||
| Q1 25 | $98.5M | $81.7M | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $14.1M |
自由现金流DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $-2.5M | ||
| Q3 25 | — | $24.6M | ||
| Q2 25 | — | $-6.5M | ||
| Q1 25 | — | $69.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $3.2M |
自由现金流率DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | -0.7% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | — | -1.8% | ||
| Q1 25 | — | 19.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.9% |
资本支出强度DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | 0.0% | 3.4% | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | 3.0% |
现金转化率DOCSFOXF
| Q4 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 13.41× | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 2.94× |
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% |
FOXF
| Aftermarket Applications Group | $126.2M | 35% |
| Specialty Sports Group | $118.2M | 33% |
| Powered Vehicles Group | $116.7M | 32% |
