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Doximity, Inc.（DOCS）与iRhythm Holdings, Inc.（IRTC）财务数据对比。点击上方公司名可切换其他公司
iRhythm Holdings, Inc.的季度营收约是Doximity, Inc.的1.1倍（$208.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 2.7%，领先30.6%），iRhythm Holdings, Inc.同比增速更快（27.1% vs 9.8%），过去两年iRhythm Holdings, Inc.的营收复合增速更高（25.8% 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。
iRhythm Holdings是一家专注于心脏护理领域的数字医疗企业，开发可穿戴动态心脏监测设备及配套AI分析工具，主要服务美国市场的医疗机构与患者，帮助检测房颤等心律异常病症，为临床诊断提供可靠的数据支持。
DOCS vs IRTC — 直观对比
营收规模更大
IRTC
是对方的1.1倍
$185.1M
营收增速更快
IRTC
高出17.4%
9.8%
净利率更高
DOCS
高出30.6%
2.7%
两年增速更快
IRTC
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $208.9M |
| 净利润 | $61.6M | $5.6M |
| 毛利率 | 89.9% | 70.9% |
| 营业利润率 | 38.9% | 1.1% |
| 净利率 | 33.3% | 2.7% |
| 营收同比 | 9.8% | 27.1% |
| 净利润同比 | -18.1% | 518.5% |
| 每股收益（稀释后） | $0.31 | $0.18 |
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DOCSIRTC
| Q4 25 | $185.1M | $208.9M | ||
| Q3 25 | $168.5M | $192.9M | ||
| Q2 25 | $145.9M | $186.7M | ||
| Q1 25 | $138.3M | $158.7M | ||
| Q4 24 | $168.6M | $164.3M | ||
| Q3 24 | $136.8M | $147.5M | ||
| Q2 24 | $126.7M | $148.0M | ||
| Q1 24 | $118.1M | $131.9M |
净利润DOCSIRTC
| Q4 25 | $61.6M | $5.6M | ||
| Q3 25 | $62.1M | $-5.2M | ||
| Q2 25 | $53.3M | $-14.2M | ||
| Q1 25 | $62.5M | $-30.7M | ||
| Q4 24 | $75.2M | $-1.3M | ||
| Q3 24 | $44.2M | $-46.2M | ||
| Q2 24 | $41.4M | $-20.1M | ||
| Q1 24 | $40.6M | $-45.7M |
毛利率DOCSIRTC
| Q4 25 | 89.9% | 70.9% | ||
| Q3 25 | 90.3% | 71.1% | ||
| Q2 25 | 89.2% | 71.2% | ||
| Q1 25 | 89.5% | 68.8% | ||
| Q4 24 | 91.6% | 70.0% | ||
| Q3 24 | 90.0% | 68.8% | ||
| Q2 24 | 89.3% | 69.9% | ||
| Q1 24 | 89.4% | 66.3% |
营业利润率DOCSIRTC
| Q4 25 | 38.9% | 1.1% | ||
| Q3 25 | 37.8% | -4.4% | ||
| Q2 25 | 37.4% | -10.0% | ||
| Q1 25 | 35.2% | -20.5% | ||
| Q4 24 | 47.4% | -2.5% | ||
| Q3 24 | 38.8% | -34.1% | ||
| Q2 24 | 36.4% | -15.5% | ||
| Q1 24 | 35.5% | -28.9% |
净利率DOCSIRTC
| Q4 25 | 33.3% | 2.7% | ||
| Q3 25 | 36.8% | -2.7% | ||
| Q2 25 | 36.5% | -7.6% | ||
| Q1 25 | 45.2% | -19.3% | ||
| Q4 24 | 44.6% | -0.8% | ||
| Q3 24 | 32.3% | -31.3% | ||
| Q2 24 | 32.7% | -13.6% | ||
| Q1 24 | 34.4% | -34.6% |
每股收益（稀释后）DOCSIRTC
| Q4 25 | $0.31 | $0.18 | ||
| Q3 25 | $0.31 | $-0.16 | ||
| Q2 25 | $0.27 | $-0.44 | ||
| Q1 25 | $0.31 | $-0.97 | ||
| Q4 24 | $0.37 | $-0.03 | ||
| Q3 24 | $0.22 | $-1.48 | ||
| Q2 24 | $0.21 | $-0.65 | ||
| Q1 24 | $0.20 | $-1.47 |
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 | $583.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $152.7M |
| 总资产 | $1.2B | $1.0B |
| 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DOCSIRTC
| Q4 25 | $64.8M | $583.8M | ||
| Q3 25 | $169.2M | $565.2M | ||
| Q2 25 | $137.3M | $545.5M | ||
| Q1 25 | $209.6M | $520.6M | ||
| Q4 24 | $165.3M | $535.6M | ||
| Q3 24 | $184.2M | $522.0M | ||
| Q2 24 | $111.4M | $561.5M | ||
| Q1 24 | $96.8M | $569.1M |
股东权益DOCSIRTC
| Q4 25 | $979.3M | $152.7M | ||
| Q3 25 | $1.1B | $121.9M | ||
| Q2 25 | $1.0B | $103.7M | ||
| Q1 25 | $1.1B | $86.7M | ||
| Q4 24 | $1.0B | $90.9M | ||
| Q3 24 | $961.2M | $71.8M | ||
| Q2 24 | $913.6M | $99.2M | ||
| Q1 24 | $901.4M | $90.3M |
总资产DOCSIRTC
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $1.3B | $995.2M | ||
| Q2 25 | $1.2B | $964.0M | ||
| Q1 25 | $1.3B | $926.1M | ||
| Q4 24 | $1.2B | $931.4M | ||
| Q3 24 | $1.1B | $909.7M | ||
| Q2 24 | $1.1B | $919.2M | ||
| Q1 24 | $1.1B | $909.8M |
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 | $26.2M |
| 自由现金流经营现金流 - 资本支出 | — | $14.5M |
| 自由现金流率自由现金流/营收 | — | 6.9% |
| 资本支出强度资本支出/营收 | — | 5.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 4.70× |
| 过去12个月自由现金流最近4个季度 | — | $34.5M |
8季度趋势，按日历期对齐
经营现金流DOCSIRTC
| Q4 25 | $60.9M | $26.2M | ||
| Q3 25 | $93.9M | $34.9M | ||
| Q2 25 | $62.1M | $27.7M | ||
| Q1 25 | $98.5M | $-7.9M | ||
| Q4 24 | $65.2M | $19.2M | ||
| Q3 24 | $68.3M | $24.3M | ||
| Q2 24 | $41.2M | $11.8M | ||
| Q1 24 | $63.9M | $-52.0M |
自由现金流DOCSIRTC
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $20.1M | ||
| Q2 25 | — | $17.3M | ||
| Q1 25 | — | $-17.3M | ||
| Q4 24 | — | $12.4M | ||
| Q3 24 | — | $15.5M | ||
| Q2 24 | — | $3.4M | ||
| Q1 24 | — | $-61.8M |
自由现金流率DOCSIRTC
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 10.4% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | -10.9% | ||
| Q4 24 | — | 7.5% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 2.3% | ||
| Q1 24 | — | -46.8% |
资本支出强度DOCSIRTC
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 7.7% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | 0.0% | 5.9% | ||
| Q4 24 | 0.0% | 4.2% | ||
| Q3 24 | 0.0% | 6.0% | ||
| Q2 24 | 0.0% | 5.7% | ||
| Q1 24 | 0.0% | 7.4% |
现金转化率DOCSIRTC
| Q4 25 | 0.99× | 4.70× | ||
| 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% |
IRTC
| Commercial Payors | $111.7M | 53% |
| Centers For Medicare And Medicaid | $49.2M | 24% |
| Healthcare Institutions | $34.3M | 16% |
| Non Contracted Third Party Payors | $13.7M | 7% |
