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Doximity, Inc.（DOCS）与IDT CORP（IDT）财务数据对比。点击上方公司名可切换其他公司
IDT CORP的季度营收约是Doximity, Inc.的1.7倍（$322.8M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 6.9%，领先26.3%），Doximity, Inc.同比增速更快（9.8% vs 4.3%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 4.4%）
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。
IDT集团是一家跨国企业，总部位于美国新泽西州纽瓦克市，主营云通信、统一通信、销售点系统业务，同时为特定客户提供金融外汇服务，旗下拥有面向企业与消费者的多条业务线，知名产品包括Boss Revolution预付费电话卡。
DOCS vs IDT — 直观对比
营收规模更大
IDT
是对方的1.7倍
$185.1M
营收增速更快
DOCS
高出5.5%
4.3%
净利率更高
DOCS
高出26.3%
6.9%
两年增速更快
DOCS
近两年复合增速
4.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $322.8M |
| 净利润 | $61.6M | $22.4M |
| 毛利率 | 89.9% | 36.6% |
| 营业利润率 | 38.9% | 9.6% |
| 净利率 | 33.3% | 6.9% |
| 营收同比 | 9.8% | 4.3% |
| 净利润同比 | -18.1% | 29.6% |
| 每股收益（稀释后） | $0.31 | $0.89 |
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DOCSIDT
| Q4 25 | $185.1M | $322.8M | ||
| Q3 25 | $168.5M | $316.6M | ||
| Q2 25 | $145.9M | $302.0M | ||
| Q1 25 | $138.3M | $303.3M | ||
| Q4 24 | $168.6M | $309.6M | ||
| Q3 24 | $136.8M | $308.8M | ||
| Q2 24 | $126.7M | $299.6M | ||
| Q1 24 | $118.1M | $296.1M |
净利润DOCSIDT
| Q4 25 | $61.6M | $22.4M | ||
| Q3 25 | $62.1M | $16.9M | ||
| Q2 25 | $53.3M | $21.7M | ||
| Q1 25 | $62.5M | $20.3M | ||
| Q4 24 | $75.2M | $17.2M | ||
| Q3 24 | $44.2M | $36.8M | ||
| Q2 24 | $41.4M | $5.6M | ||
| Q1 24 | $40.6M | $14.4M |
毛利率DOCSIDT
| Q4 25 | 89.9% | 36.6% | ||
| Q3 25 | 90.3% | 36.2% | ||
| Q2 25 | 89.2% | 37.1% | ||
| Q1 25 | 89.5% | 37.0% | ||
| Q4 24 | 91.6% | 34.8% | ||
| Q3 24 | 90.0% | 33.1% | ||
| Q2 24 | 89.3% | 32.4% | ||
| Q1 24 | 89.4% | 32.7% |
营业利润率DOCSIDT
| Q4 25 | 38.9% | 9.6% | ||
| Q3 25 | 37.8% | 6.9% | ||
| Q2 25 | 37.4% | 8.8% | ||
| Q1 25 | 35.2% | 9.3% | ||
| Q4 24 | 47.4% | 7.6% | ||
| Q3 24 | 38.8% | 6.5% | ||
| Q2 24 | 36.4% | 3.8% | ||
| Q1 24 | 35.5% | 5.4% |
净利率DOCSIDT
| Q4 25 | 33.3% | 6.9% | ||
| Q3 25 | 36.8% | 5.3% | ||
| Q2 25 | 36.5% | 7.2% | ||
| Q1 25 | 45.2% | 6.7% | ||
| Q4 24 | 44.6% | 5.6% | ||
| Q3 24 | 32.3% | 11.9% | ||
| Q2 24 | 32.7% | 1.9% | ||
| Q1 24 | 34.4% | 4.9% |
每股收益（稀释后）DOCSIDT
| Q4 25 | $0.31 | $0.89 | ||
| Q3 25 | $0.31 | $0.67 | ||
| Q2 25 | $0.27 | $0.86 | ||
| Q1 25 | $0.31 | $0.80 | ||
| Q4 24 | $0.37 | $0.68 | ||
| Q3 24 | $0.22 | $1.45 | ||
| Q2 24 | $0.21 | $0.22 | ||
| Q1 24 | $0.20 | $0.57 |
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 | $189.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $320.7M |
| 总资产 | $1.2B | $654.9M |
| 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DOCSIDT
| Q4 25 | $64.8M | $189.3M | ||
| Q3 25 | $169.2M | $226.5M | ||
| Q2 25 | $137.3M | $199.9M | ||
| Q1 25 | $209.6M | $142.2M | ||
| Q4 24 | $165.3M | $148.0M | ||
| Q3 24 | $184.2M | $164.6M | ||
| Q2 24 | $111.4M | $139.8M | ||
| Q1 24 | $96.8M | $141.1M |
股东权益DOCSIDT
| Q4 25 | $979.3M | $320.7M | ||
| Q3 25 | $1.1B | $305.1M | ||
| Q2 25 | $1.0B | $286.2M | ||
| Q1 25 | $1.1B | $271.6M | ||
| Q4 24 | $1.0B | $260.6M | ||
| Q3 24 | $961.2M | $246.2M | ||
| Q2 24 | $913.6M | $214.5M | ||
| Q1 24 | $901.4M | $211.8M |
总资产DOCSIDT
| Q4 25 | $1.2B | $654.9M | ||
| Q3 25 | $1.3B | $626.2M | ||
| Q2 25 | $1.2B | $600.9M | ||
| Q1 25 | $1.3B | $575.7M | ||
| Q4 24 | $1.2B | $554.6M | ||
| Q3 24 | $1.1B | $550.1M | ||
| Q2 24 | $1.1B | $517.3M | ||
| Q1 24 | $1.1B | $521.8M |
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 | $-10.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-16.0M |
| 自由现金流率自由现金流/营收 | — | -4.9% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 0.99× | -0.45× |
| 过去12个月自由现金流最近4个季度 | — | $95.4M |
8季度趋势，按日历期对齐
经营现金流DOCSIDT
| Q4 25 | $60.9M | $-10.1M | ||
| Q3 25 | $93.9M | $31.0M | ||
| Q2 25 | $62.1M | $75.7M | ||
| Q1 25 | $98.5M | $20.2M | ||
| Q4 24 | $65.2M | $164.0K | ||
| Q3 24 | $68.3M | $25.4M | ||
| Q2 24 | $41.2M | $9.5M | ||
| Q1 24 | $63.9M | $28.4M |
自由现金流DOCSIDT
| Q4 25 | — | $-16.0M | ||
| Q3 25 | — | $25.7M | ||
| Q2 25 | — | $70.3M | ||
| Q1 25 | — | $15.3M | ||
| Q4 24 | — | $-5.1M | ||
| Q3 24 | — | $20.1M | ||
| Q2 24 | — | $4.7M | ||
| Q1 24 | — | $23.9M |
自由现金流率DOCSIDT
| Q4 25 | — | -4.9% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 6.5% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 8.1% |
资本支出强度DOCSIDT
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | 1.7% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | 0.0% | 1.6% | ||
| Q4 24 | 0.0% | 1.7% | ||
| Q3 24 | 0.0% | 1.7% | ||
| Q2 24 | 0.0% | 1.6% | ||
| Q1 24 | 0.0% | 1.5% |
现金转化率DOCSIDT
| Q4 25 | 0.99× | -0.45× | ||
| Q3 25 | 1.51× | 1.84× | ||
| Q2 25 | 1.16× | 3.49× | ||
| Q1 25 | 1.58× | 0.99× | ||
| Q4 24 | 0.87× | 0.01× | ||
| Q3 24 | 1.55× | 0.69× | ||
| Q2 24 | 1.00× | 1.71× | ||
| Q1 24 | 1.57× | 1.97× |
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% |
IDT
| IDT Digital Payments | $104.4M | 32% |
| IDT Global | $60.2M | 19% |
| BOSS Revolution | $45.7M | 14% |
| National Retail Solutions | $39.3M | 12% |
| BOSS Revolution Money Transfer | $36.3M | 11% |
| Net2phone | $23.9M | 7% |
| Other | $8.0M | 2% |
