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Doximity, Inc.（DOCS）与Industrial Logistics Properties Trust（ILPT）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Industrial Logistics Properties Trust的1.6倍（$185.1M vs $113.9M），Doximity, Inc.净利率更高（33.3% vs -1.6%，领先34.8%），Doximity, Inc.同比增速更快（9.8% vs 3.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 0.7%）
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。
Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托，主要在美国境内持有及运营配送中心、仓储设施与最后一公里配送物业，为电商、零售、制造及供应链运营企业提供仓储及物流运营相关配套服务。
DOCS vs ILPT — 直观对比
营收规模更大
DOCS
是对方的1.6倍
$113.9M
营收增速更快
DOCS
高出6.7%
3.1%
净利率更高
DOCS
高出34.8%
-1.6%
两年增速更快
DOCS
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $113.9M |
| 净利润 | $61.6M | $-1.8M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | -22.1% |
| 净利率 | 33.3% | -1.6% |
| 营收同比 | 9.8% | 3.1% |
| 净利润同比 | -18.1% | 92.6% |
| 每股收益（稀释后） | $0.31 | $-0.02 |
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DOCSILPT
| Q4 25 | $185.1M | $113.9M | ||
| Q3 25 | $168.5M | $110.9M | ||
| Q2 25 | $145.9M | $112.1M | ||
| Q1 25 | $138.3M | $111.9M | ||
| Q4 24 | $168.6M | $110.5M | ||
| Q3 24 | $136.8M | $108.9M | ||
| Q2 24 | $126.7M | $110.6M | ||
| Q1 24 | $118.1M | $112.2M |
净利润DOCSILPT
| Q4 25 | $61.6M | $-1.8M | ||
| Q3 25 | $62.1M | $-21.6M | ||
| Q2 25 | $53.3M | $-21.3M | ||
| Q1 25 | $62.5M | $-21.5M | ||
| Q4 24 | $75.2M | $-24.1M | ||
| Q3 24 | $44.2M | $-25.0M | ||
| Q2 24 | $41.4M | $-23.2M | ||
| Q1 24 | $40.6M | $-23.4M |
毛利率DOCSILPT
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSILPT
| Q4 25 | 38.9% | -22.1% | ||
| Q3 25 | 37.8% | -29.4% | ||
| Q2 25 | 37.4% | -30.8% | ||
| Q1 25 | 35.2% | -26.9% | ||
| Q4 24 | 47.4% | -31.1% | ||
| Q3 24 | 38.8% | -33.5% | ||
| Q2 24 | 36.4% | -32.4% | ||
| Q1 24 | 35.5% | -31.7% |
净利率DOCSILPT
| Q4 25 | 33.3% | -1.6% | ||
| Q3 25 | 36.8% | -19.4% | ||
| Q2 25 | 36.5% | -19.0% | ||
| Q1 25 | 45.2% | -19.2% | ||
| Q4 24 | 44.6% | -21.8% | ||
| Q3 24 | 32.3% | -22.9% | ||
| Q2 24 | 32.7% | -20.9% | ||
| Q1 24 | 34.4% | -20.9% |
每股收益（稀释后）DOCSILPT
| Q4 25 | $0.31 | $-0.02 | ||
| Q3 25 | $0.31 | $-0.33 | ||
| Q2 25 | $0.27 | $-0.32 | ||
| Q1 25 | $0.31 | $-0.33 | ||
| Q4 24 | $0.37 | $-0.37 | ||
| Q3 24 | $0.22 | $-0.38 | ||
| Q2 24 | $0.21 | $-0.35 | ||
| Q1 24 | $0.20 | $-0.36 |
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 | $94.8M |
| 总债务越低越好 | — | $4.2B |
| 股东权益账面价值 | $979.3M | $489.7M |
| 总资产 | $1.2B | $5.2B |
| 负债/权益比越低杠杆越低 | — | 8.56× |
8季度趋势，按日历期对齐
现金及短期投资DOCSILPT
| Q4 25 | $64.8M | $94.8M | ||
| Q3 25 | $169.2M | $83.2M | ||
| Q2 25 | $137.3M | $58.6M | ||
| Q1 25 | $209.6M | $108.0M | ||
| Q4 24 | $165.3M | $131.7M | ||
| Q3 24 | $184.2M | $153.9M | ||
| Q2 24 | $111.4M | $146.2M | ||
| Q1 24 | $96.8M | $128.4M |
总债务DOCSILPT
| Q4 25 | — | $4.2B | ||
| Q3 25 | — | $4.2B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $4.3B | ||
| Q4 24 | — | $4.3B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.3B | ||
| Q1 24 | — | $4.3B |
股东权益DOCSILPT
| Q4 25 | $979.3M | $489.7M | ||
| Q3 25 | $1.1B | $494.1M | ||
| Q2 25 | $1.0B | $519.1M | ||
| Q1 25 | $1.1B | $539.5M | ||
| Q4 24 | $1.0B | $562.0M | ||
| Q3 24 | $961.2M | $585.9M | ||
| Q2 24 | $913.6M | $618.3M | ||
| Q1 24 | $901.4M | $643.2M |
总资产DOCSILPT
| Q4 25 | $1.2B | $5.2B | ||
| Q3 25 | $1.3B | $5.2B | ||
| Q2 25 | $1.2B | $5.2B | ||
| Q1 25 | $1.3B | $5.4B | ||
| Q4 24 | $1.2B | $5.4B | ||
| Q3 24 | $1.1B | $5.5B | ||
| Q2 24 | $1.1B | $5.5B | ||
| Q1 24 | $1.1B | $5.5B |
负债/权益比DOCSILPT
| Q4 25 | — | 8.56× | ||
| Q3 25 | — | 8.49× | ||
| Q2 25 | — | 8.09× | ||
| Q1 25 | — | 7.96× | ||
| Q4 24 | — | 7.65× | ||
| Q3 24 | — | 7.35× | ||
| Q2 24 | — | 6.96× | ||
| Q1 24 | — | 6.70× |
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 | $60.7M |
| 自由现金流经营现金流 - 资本支出 | — | $42.0M |
| 自由现金流率自由现金流/营收 | — | 36.9% |
| 资本支出强度资本支出/营收 | — | 16.4% |
| 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 | — | $79.8M |
8季度趋势，按日历期对齐
经营现金流DOCSILPT
| Q4 25 | $60.9M | $60.7M | ||
| Q3 25 | $93.9M | $22.7M | ||
| Q2 25 | $62.1M | $18.4M | ||
| Q1 25 | $98.5M | $11.4M | ||
| Q4 24 | $65.2M | $2.0M | ||
| Q3 24 | $68.3M | $-3.4M | ||
| Q2 24 | $41.2M | $10.8M | ||
| Q1 24 | $63.9M | $8.0M |
自由现金流DOCSILPT
| Q4 25 | — | $42.0M | ||
| Q3 25 | — | $17.6M | ||
| Q2 25 | — | $15.2M | ||
| Q1 25 | — | $5.0M | ||
| Q4 24 | — | $-3.7M | ||
| Q3 24 | — | $-5.9M | ||
| Q2 24 | — | $9.4M | ||
| Q1 24 | — | $5.9M |
自由现金流率DOCSILPT
| Q4 25 | — | 36.9% | ||
| Q3 25 | — | 15.9% | ||
| Q2 25 | — | 13.5% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | -3.4% | ||
| Q3 24 | — | -5.5% | ||
| Q2 24 | — | 8.5% | ||
| Q1 24 | — | 5.2% |
资本支出强度DOCSILPT
| Q4 25 | — | 16.4% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 2.9% | ||
| Q1 25 | 0.0% | 5.7% | ||
| Q4 24 | 0.0% | 5.2% | ||
| Q3 24 | 0.0% | 2.3% | ||
| Q2 24 | 0.0% | 1.3% | ||
| Q1 24 | 0.0% | 1.9% |
现金转化率DOCSILPT
| 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% |
ILPT
暂无分部数据
