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Doximity, Inc.（DOCS）与Gogo Inc.（GOGO）财务数据对比。点击上方公司名可切换其他公司
Gogo Inc.的季度营收约是Doximity, Inc.的1.2倍（$230.6M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -4.3%，领先37.6%），Gogo Inc.同比增速更快（67.3% vs 9.8%），过去两年Gogo Inc.的营收复合增速更高（48.7% 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。
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
DOCS vs GOGO — 直观对比
营收规模更大
GOGO
是对方的1.2倍
$185.1M
营收增速更快
GOGO
高出57.6%
9.8%
净利率更高
DOCS
高出37.6%
-4.3%
两年增速更快
GOGO
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $230.6M |
| 净利润 | $61.6M | $-10.0M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 6.2% |
| 净利率 | 33.3% | -4.3% |
| 营收同比 | 9.8% | 67.3% |
| 净利润同比 | -18.1% | 64.6% |
| 每股收益（稀释后） | $0.31 | $-0.08 |
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DOCSGOGO
| Q4 25 | $185.1M | $230.6M | ||
| Q3 25 | $168.5M | $223.6M | ||
| Q2 25 | $145.9M | $226.0M | ||
| Q1 25 | $138.3M | $230.3M | ||
| Q4 24 | $168.6M | $137.8M | ||
| Q3 24 | $136.8M | $100.5M | ||
| Q2 24 | $126.7M | $102.1M | ||
| Q1 24 | $118.1M | $104.3M |
净利润DOCSGOGO
| Q4 25 | $61.6M | $-10.0M | ||
| Q3 25 | $62.1M | $-1.9M | ||
| Q2 25 | $53.3M | $12.8M | ||
| Q1 25 | $62.5M | $12.0M | ||
| Q4 24 | $75.2M | $-28.2M | ||
| Q3 24 | $44.2M | $10.6M | ||
| Q2 24 | $41.4M | $839.0K | ||
| Q1 24 | $40.6M | $30.5M |
毛利率DOCSGOGO
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 87.8% | ||
| Q1 25 | 89.5% | 87.3% | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSGOGO
| Q4 25 | 38.9% | 6.2% | ||
| Q3 25 | 37.8% | 12.9% | ||
| Q2 25 | 37.4% | 15.9% | ||
| Q1 25 | 35.2% | 15.3% | ||
| Q4 24 | 47.4% | -17.5% | ||
| Q3 24 | 38.8% | 19.0% | ||
| Q2 24 | 36.4% | 21.2% | ||
| Q1 24 | 35.5% | 33.2% |
净利率DOCSGOGO
| Q4 25 | 33.3% | -4.3% | ||
| Q3 25 | 36.8% | -0.9% | ||
| Q2 25 | 36.5% | 5.7% | ||
| Q1 25 | 45.2% | 5.2% | ||
| Q4 24 | 44.6% | -20.5% | ||
| Q3 24 | 32.3% | 10.6% | ||
| Q2 24 | 32.7% | 0.8% | ||
| Q1 24 | 34.4% | 29.2% |
每股收益（稀释后）DOCSGOGO
| Q4 25 | $0.31 | $-0.08 | ||
| Q3 25 | $0.31 | $-0.01 | ||
| Q2 25 | $0.27 | $0.09 | ||
| Q1 25 | $0.31 | $0.09 | ||
| Q4 24 | $0.37 | $-0.22 | ||
| Q3 24 | $0.22 | $0.08 | ||
| Q2 24 | $0.21 | $0.01 | ||
| Q1 24 | $0.20 | $0.23 |
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 | $125.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $101.1M |
| 总资产 | $1.2B | $1.3B |
| 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DOCSGOGO
| Q4 25 | $64.8M | $125.2M | ||
| Q3 25 | $169.2M | $133.6M | ||
| Q2 25 | $137.3M | $102.1M | ||
| Q1 25 | $209.6M | $70.3M | ||
| Q4 24 | $165.3M | $41.8M | ||
| Q3 24 | $184.2M | $176.7M | ||
| Q2 24 | $111.4M | $161.6M | ||
| Q1 24 | $96.8M | $152.8M |
股东权益DOCSGOGO
| Q4 25 | $979.3M | $101.1M | ||
| Q3 25 | $1.1B | $107.0M | ||
| Q2 25 | $1.0B | $102.8M | ||
| Q1 25 | $1.1B | $82.9M | ||
| Q4 24 | $1.0B | $69.3M | ||
| Q3 24 | $961.2M | $52.7M | ||
| Q2 24 | $913.6M | $52.0M | ||
| Q1 24 | $901.4M | $62.4M |
总资产DOCSGOGO
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $1.3B | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.3B | $1.2B | ||
| Q4 24 | $1.2B | $1.2B | ||
| Q3 24 | $1.1B | $810.7M | ||
| Q2 24 | $1.1B | $802.7M | ||
| Q1 24 | $1.1B | $809.0M |
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 | $8.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-25.4M |
| 自由现金流率自由现金流/营收 | — | -11.0% |
| 资本支出强度资本支出/营收 | — | 14.7% |
| 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 | — | $65.1M |
8季度趋势，按日历期对齐
经营现金流DOCSGOGO
| Q4 25 | $60.9M | $8.5M | ||
| Q3 25 | $93.9M | $46.8M | ||
| Q2 25 | $62.1M | $36.7M | ||
| Q1 25 | $98.5M | $32.5M | ||
| Q4 24 | $65.2M | $-38.3M | ||
| Q3 24 | $68.3M | $25.1M | ||
| Q2 24 | $41.2M | $24.9M | ||
| Q1 24 | $63.9M | $29.7M |
自由现金流DOCSGOGO
| Q4 25 | — | $-25.4M | ||
| Q3 25 | — | $27.3M | ||
| Q2 25 | — | $33.5M | ||
| Q1 25 | — | $29.7M | ||
| Q4 24 | — | $-42.6M | ||
| Q3 24 | — | $20.7M | ||
| Q2 24 | — | $21.6M | ||
| Q1 24 | — | $28.2M |
自由现金流率DOCSGOGO
| Q4 25 | — | -11.0% | ||
| Q3 25 | — | 12.2% | ||
| Q2 25 | — | 14.8% | ||
| Q1 25 | — | 12.9% | ||
| Q4 24 | — | -30.9% | ||
| Q3 24 | — | 20.6% | ||
| Q2 24 | — | 21.1% | ||
| Q1 24 | — | 27.0% |
资本支出强度DOCSGOGO
| Q4 25 | — | 14.7% | ||
| Q3 25 | — | 8.7% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | 0.0% | 1.2% | ||
| Q4 24 | 0.0% | 3.1% | ||
| Q3 24 | 0.0% | 4.4% | ||
| Q2 24 | 0.0% | 3.3% | ||
| Q1 24 | 0.0% | 1.4% |
现金转化率DOCSGOGO
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 2.87× | ||
| Q1 25 | 1.58× | 2.70× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 2.36× | ||
| Q2 24 | 1.00× | 29.74× | ||
| Q1 24 | 1.57× | 0.97× |
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% |
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
