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Doximity, Inc.（DOCS）与GLAUKOS Corp（GKOS）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GLAUKOS Corp的1.2倍（$185.1M vs $150.6M），Doximity, Inc.净利率更高（33.3% vs 6.2%，领先27.0%），GLAUKOS Corp同比增速更快（41.2% vs 9.8%），过去两年GLAUKOS Corp的营收复合增速更高（25.4% vs 25.2%）
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。
Glaukos Corp是一家专注于眼科领域的医疗科技企业，开发并商业化用于治疗青光眼、角膜疾病等眼部病症的微创手术器械、处方药物及消费级产品，主要市场覆盖北美、欧洲及亚太地区，为全球医院、眼科诊所及患者提供服务。
DOCS vs GKOS — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$150.6M
营收增速更快
GKOS
高出31.4%
9.8%
净利率更高
DOCS
高出27.0%
6.2%
两年增速更快
GKOS
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $150.6M |
| 净利润 | $61.6M | $9.4M |
| 毛利率 | 89.9% | 77.9% |
| 营业利润率 | 38.9% | 9.0% |
| 净利率 | 33.3% | 6.2% |
| 营收同比 | 9.8% | 41.2% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | — |
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DOCSGKOS
| Q1 26 | — | $150.6M | ||
| Q4 25 | $185.1M | $143.1M | ||
| Q3 25 | $168.5M | $133.5M | ||
| Q2 25 | $145.9M | $124.1M | ||
| Q1 25 | $138.3M | $106.7M | ||
| Q4 24 | $168.6M | $105.5M | ||
| Q3 24 | $136.8M | $96.7M | ||
| Q2 24 | $126.7M | $95.7M |
净利润DOCSGKOS
| Q1 26 | — | $9.4M | ||
| Q4 25 | $61.6M | $-133.7M | ||
| Q3 25 | $62.1M | $-16.2M | ||
| Q2 25 | $53.3M | $-19.7M | ||
| Q1 25 | $62.5M | $-18.1M | ||
| Q4 24 | $75.2M | $-33.6M | ||
| Q3 24 | $44.2M | $-21.4M | ||
| Q2 24 | $41.4M | $-50.5M |
毛利率DOCSGKOS
| Q1 26 | — | 77.9% | ||
| Q4 25 | 89.9% | -1.1% | ||
| Q3 25 | 90.3% | 78.4% | ||
| Q2 25 | 89.2% | 78.3% | ||
| Q1 25 | 89.5% | 77.2% | ||
| Q4 24 | 91.6% | 72.9% | ||
| Q3 24 | 90.0% | 76.6% | ||
| Q2 24 | 89.3% | 76.4% |
营业利润率DOCSGKOS
| Q1 26 | — | 9.0% | ||
| Q4 25 | 38.9% | -97.7% | ||
| Q3 25 | 37.8% | -12.3% | ||
| Q2 25 | 37.4% | -18.3% | ||
| Q1 25 | 35.2% | -19.4% | ||
| Q4 24 | 47.4% | -27.2% | ||
| Q3 24 | 38.8% | -25.5% | ||
| Q2 24 | 36.4% | -31.3% |
净利率DOCSGKOS
| Q1 26 | — | 6.2% | ||
| Q4 25 | 33.3% | -93.4% | ||
| Q3 25 | 36.8% | -12.2% | ||
| Q2 25 | 36.5% | -15.8% | ||
| Q1 25 | 45.2% | -17.0% | ||
| Q4 24 | 44.6% | -31.8% | ||
| Q3 24 | 32.3% | -22.1% | ||
| Q2 24 | 32.7% | -52.8% |
每股收益（稀释后）DOCSGKOS
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | $-2.34 | ||
| Q3 25 | $0.31 | $-0.28 | ||
| Q2 25 | $0.27 | $-0.34 | ||
| Q1 25 | $0.31 | $-0.32 | ||
| Q4 24 | $0.37 | $-0.56 | ||
| Q3 24 | $0.22 | $-0.39 | ||
| Q2 24 | $0.21 | $-1.00 |
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 | $276.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $670.9M |
| 总资产 | $1.2B | $893.3M |
| 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DOCSGKOS
| Q1 26 | — | $276.7M | ||
| Q4 25 | $64.8M | $90.8M | ||
| Q3 25 | $169.2M | $98.2M | ||
| Q2 25 | $137.3M | $100.8M | ||
| Q1 25 | $209.6M | $114.3M | ||
| Q4 24 | $165.3M | $169.6M | ||
| Q3 24 | $184.2M | $100.1M | ||
| Q2 24 | $111.4M | $68.1M |
股东权益DOCSGKOS
| Q1 26 | — | $670.9M | ||
| Q4 25 | $979.3M | $656.2M | ||
| Q3 25 | $1.1B | $769.5M | ||
| Q2 25 | $1.0B | $765.1M | ||
| Q1 25 | $1.1B | $764.0M | ||
| Q4 24 | $1.0B | $766.9M | ||
| Q3 24 | $961.2M | $668.5M | ||
| Q2 24 | $913.6M | $665.2M |
总资产DOCSGKOS
| Q1 26 | — | $893.3M | ||
| Q4 25 | $1.2B | $893.5M | ||
| Q3 25 | $1.3B | $999.4M | ||
| Q2 25 | $1.2B | $987.0M | ||
| Q1 25 | $1.3B | $966.2M | ||
| Q4 24 | $1.2B | $974.8M | ||
| Q3 24 | $1.1B | $926.5M | ||
| Q2 24 | $1.1B | $919.7M |
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 | — |
| 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DOCSGKOS
| Q1 26 | — | — | ||
| Q4 25 | $60.9M | $6.8M | ||
| Q3 25 | $93.9M | $-10.1M | ||
| Q2 25 | $62.1M | $7.0M | ||
| Q1 25 | $98.5M | $-18.5M | ||
| Q4 24 | $65.2M | $507.0K | ||
| Q3 24 | $68.3M | $-9.6M | ||
| Q2 24 | $41.2M | $-18.4M |
自由现金流DOCSGKOS
| Q1 26 | — | — | ||
| Q4 25 | — | $3.9M | ||
| Q3 25 | — | $-11.7M | ||
| Q2 25 | — | $5.8M | ||
| Q1 25 | — | $-20.5M | ||
| Q4 24 | — | $-1.2M | ||
| Q3 24 | — | $-11.0M | ||
| Q2 24 | — | $-20.5M |
自由现金流率DOCSGKOS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.7% | ||
| Q3 25 | — | -8.8% | ||
| Q2 25 | — | 4.7% | ||
| Q1 25 | — | -19.2% | ||
| Q4 24 | — | -1.2% | ||
| Q3 24 | — | -11.4% | ||
| Q2 24 | — | -21.4% |
资本支出强度DOCSGKOS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.0% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 0.9% | ||
| Q1 25 | 0.0% | 1.8% | ||
| Q4 24 | 0.0% | 1.6% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 2.2% |
现金转化率DOCSGKOS
| Q1 26 | — | — | ||
| 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× | — |
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% |
GKOS
暂无分部数据
