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Doximity, Inc.(DOCS)与JOHNSON OUTDOORS INC(JOUT)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JOHNSON OUTDOORS INC的1.3倍($185.1M vs $140.9M),Doximity, Inc.净利率更高(33.3% vs -2.3%,领先35.6%),JOHNSON OUTDOORS INC同比增速更快(30.9% vs 9.8%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs -10.5%)
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。
强生户外公司(Johnson Outdoors)主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产,业务网点遍布全球24个地区,现有员工约1400人,年销售额超3.15亿美元,自1999年起由海伦·约翰逊-莱波尔德执掌公司。
DOCS vs JOUT — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$140.9M
营收增速更快
JOUT
高出21.2%
9.8%
净利率更高
DOCS
高出35.6%
-2.3%
两年增速更快
DOCS
近两年复合增速
-10.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $140.9M |
| 净利润 | $61.6M | $-3.3M |
| 毛利率 | 89.9% | 36.6% |
| 营业利润率 | 38.9% | -2.1% |
| 净利率 | 33.3% | -2.3% |
| 营收同比 | 9.8% | 30.9% |
| 净利润同比 | -18.1% | 78.4% |
| 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
DOCS
JOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $185.1M | $135.8M | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $145.9M | $180.7M | ||
| Q1 25 | $138.3M | $168.3M | ||
| Q4 24 | $168.6M | $107.6M | ||
| Q3 24 | $136.8M | $105.9M | ||
| Q2 24 | $126.7M | $172.5M |
净利润
DOCS
JOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $61.6M | $-29.1M | ||
| Q3 25 | $62.1M | — | ||
| Q2 25 | $53.3M | $7.7M | ||
| Q1 25 | $62.5M | $2.3M | ||
| Q4 24 | $75.2M | $-15.3M | ||
| Q3 24 | $44.2M | $-34.3M | ||
| Q2 24 | $41.4M | $1.6M |
毛利率
DOCS
JOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 89.9% | 36.2% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 37.6% | ||
| Q1 25 | 89.5% | 35.0% | ||
| Q4 24 | 91.6% | 29.9% | ||
| Q3 24 | 90.0% | 23.5% | ||
| Q2 24 | 89.3% | 35.8% |
营业利润率
DOCS
JOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | 38.9% | -6.0% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | 4.1% | ||
| Q1 25 | 35.2% | 2.9% | ||
| Q4 24 | 47.4% | -18.8% | ||
| Q3 24 | 38.8% | -40.4% | ||
| Q2 24 | 36.4% | -0.3% |
净利率
DOCS
JOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | 33.3% | -21.4% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | 36.5% | 4.3% | ||
| Q1 25 | 45.2% | 1.4% | ||
| Q4 24 | 44.6% | -14.2% | ||
| Q3 24 | 32.3% | -32.4% | ||
| Q2 24 | 32.7% | 0.9% |
每股收益(稀释后)
DOCS
JOUT
| Q1 26 | — | — | ||
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | — | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | — | ||
| Q2 24 | $0.21 | — |
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 | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $979.3M | $413.5M |
| 总资产 | $1.2B | $600.1M |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
DOCS
JOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $64.8M | $176.4M | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | $161.0M | ||
| Q1 25 | $209.6M | $94.0M | ||
| Q4 24 | $165.3M | $101.6M | ||
| Q3 24 | $184.2M | $162.0M | ||
| Q2 24 | $111.4M | $148.4M |
总债务
DOCS
JOUT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益
DOCS
JOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $979.3M | $418.4M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | $450.5M | ||
| Q1 25 | $1.1B | $441.1M | ||
| Q4 24 | $1.0B | $440.3M | ||
| Q3 24 | $961.2M | $463.4M | ||
| Q2 24 | $913.6M | $498.7M |
总资产
DOCS
JOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $1.2B | $604.1M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $634.5M | ||
| Q1 25 | $1.3B | $624.5M | ||
| Q4 24 | $1.2B | $612.9M | ||
| Q3 24 | $1.1B | $635.2M | ||
| Q2 24 | $1.1B | $679.8M |
负债/权益比
DOCS
JOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-42.7M |
| 自由现金流率自由现金流/营收 | — | -30.3% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 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 | — | $38.5M |
8季度趋势,按日历期对齐
经营现金流
DOCS
JOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $60.9M | $23.4M | ||
| Q3 25 | $93.9M | — | ||
| Q2 25 | $62.1M | $71.4M | ||
| Q1 25 | $98.5M | $-1.7M | ||
| Q4 24 | $65.2M | $-36.9M | ||
| Q3 24 | $68.3M | $19.1M | ||
| Q2 24 | $41.2M | $73.7M |
自由现金流
DOCS
JOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | — | $19.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $66.9M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $-41.0M | ||
| Q3 24 | — | $13.5M | ||
| Q2 24 | — | $67.4M |
自由现金流率
DOCS
JOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -38.1% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | 39.1% |
资本支出强度
DOCS
JOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | 0.0% | 2.0% | ||
| Q4 24 | 0.0% | 3.8% | ||
| Q3 24 | 0.0% | 5.3% | ||
| Q2 24 | 0.0% | 3.6% |
现金转化率
DOCS
JOUT
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 9.22× | ||
| Q1 25 | 1.58× | -0.72× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |