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Doximity, Inc.(DOCS)与楼氏电子(KN)财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是楼氏电子的1.2倍($185.1M vs $153.1M),Doximity, Inc.净利率更高(33.3% vs 6.3%,领先26.9%),楼氏电子同比增速更快(22.7% vs 9.8%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs -13.5%)
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。
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商,产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等,服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
DOCS vs KN — 直观对比
营收规模更大
DOCS
是对方的1.2倍
$153.1M
营收增速更快
KN
高出12.9%
9.8%
净利率更高
DOCS
高出26.9%
6.3%
两年增速更快
DOCS
近两年复合增速
-13.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $153.1M |
| 净利润 | $61.6M | $9.7M |
| 毛利率 | 89.9% | 43.8% |
| 营业利润率 | 38.9% | 10.4% |
| 净利率 | 33.3% | 6.3% |
| 营收同比 | 9.8% | 22.7% |
| 净利润同比 | -18.1% | 585.0% |
| 每股收益(稀释后) | $0.31 | $0.13 |
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
KN
| Q1 26 | — | $153.1M | ||
| Q4 25 | $185.1M | $162.2M | ||
| Q3 25 | $168.5M | $152.9M | ||
| Q2 25 | $145.9M | $145.9M | ||
| Q1 25 | $138.3M | $132.2M | ||
| Q4 24 | $168.6M | $142.5M | ||
| Q3 24 | $136.8M | $142.5M | ||
| Q2 24 | $126.7M | $204.7M |
净利润
DOCS
KN
| Q1 26 | — | $9.7M | ||
| Q4 25 | $61.6M | $21.0M | ||
| Q3 25 | $62.1M | $17.4M | ||
| Q2 25 | $53.3M | $7.8M | ||
| Q1 25 | $62.5M | $-2.0M | ||
| Q4 24 | $75.2M | $18.5M | ||
| Q3 24 | $44.2M | $500.0K | ||
| Q2 24 | $41.4M | $-259.3M |
毛利率
DOCS
KN
| Q1 26 | — | 43.8% | ||
| Q4 25 | 89.9% | 44.7% | ||
| Q3 25 | 90.3% | 45.7% | ||
| Q2 25 | 89.2% | 41.5% | ||
| Q1 25 | 89.5% | 40.3% | ||
| Q4 24 | 91.6% | 42.7% | ||
| Q3 24 | 90.0% | 44.1% | ||
| Q2 24 | 89.3% | 28.2% |
营业利润率
DOCS
KN
| Q1 26 | — | 10.4% | ||
| Q4 25 | 38.9% | 15.9% | ||
| Q3 25 | 37.8% | 16.9% | ||
| Q2 25 | 37.4% | 10.1% | ||
| Q1 25 | 35.2% | 3.0% | ||
| Q4 24 | 47.4% | 10.8% | ||
| Q3 24 | 38.8% | 13.1% | ||
| Q2 24 | 36.4% | 6.2% |
净利率
DOCS
KN
| Q1 26 | — | 6.3% | ||
| Q4 25 | 33.3% | 12.9% | ||
| Q3 25 | 36.8% | 11.4% | ||
| Q2 25 | 36.5% | 5.3% | ||
| Q1 25 | 45.2% | -1.5% | ||
| Q4 24 | 44.6% | 13.0% | ||
| Q3 24 | 32.3% | 0.4% | ||
| Q2 24 | 32.7% | -126.7% |
每股收益(稀释后)
DOCS
KN
| Q1 26 | — | $0.13 | ||
| Q4 25 | $0.31 | $0.23 | ||
| Q3 25 | $0.31 | $0.20 | ||
| Q2 25 | $0.27 | $0.09 | ||
| Q1 25 | $0.31 | $-0.02 | ||
| Q4 24 | $0.37 | $0.20 | ||
| Q3 24 | $0.22 | $0.01 | ||
| Q2 24 | $0.21 | $-2.88 |
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 | $41.0M |
| 总债务越低越好 | — | $131.0M |
| 股东权益账面价值 | $979.3M | $780.2M |
| 总资产 | $1.2B | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势,按日历期对齐
现金及短期投资
DOCS
KN
| Q1 26 | — | $41.0M | ||
| Q4 25 | $64.8M | $54.2M | ||
| Q3 25 | $169.2M | $92.5M | ||
| Q2 25 | $137.3M | $103.2M | ||
| Q1 25 | $209.6M | $101.9M | ||
| Q4 24 | $165.3M | $130.1M | ||
| Q3 24 | $184.2M | $92.6M | ||
| Q2 24 | $111.4M | $84.0M |
总债务
DOCS
KN
| Q1 26 | — | $131.0M | ||
| Q4 25 | — | $114.0M | ||
| Q3 25 | — | $176.3M | ||
| Q2 25 | — | $190.0M | ||
| Q1 25 | — | $188.8M | ||
| Q4 24 | — | $202.5M | ||
| Q3 24 | — | $225.0M | ||
| Q2 24 | — | $261.2M |
股东权益
DOCS
KN
| Q1 26 | — | $780.2M | ||
| Q4 25 | $979.3M | $775.8M | ||
| Q3 25 | $1.1B | $751.8M | ||
| Q2 25 | $1.0B | $746.1M | ||
| Q1 25 | $1.1B | $755.8M | ||
| Q4 24 | $1.0B | $756.0M | ||
| Q3 24 | $961.2M | $777.4M | ||
| Q2 24 | $913.6M | $753.0M |
总资产
DOCS
KN
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $1.3B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.1B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
负债/权益比
DOCS
KN
| Q1 26 | — | 0.17× | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.35× |
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 | $0 |
| 自由现金流经营现金流 - 资本支出 | — | $-3.1M |
| 自由现金流率自由现金流/营收 | — | -2.0% |
| 资本支出强度资本支出/营收 | — | 7.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 0.00× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势,按日历期对齐
经营现金流
DOCS
KN
| Q1 26 | — | $0 | ||
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $29.1M | ||
| Q2 25 | $62.1M | $36.4M | ||
| Q1 25 | $98.5M | $1.3M | ||
| Q4 24 | $65.2M | — | ||
| Q3 24 | $68.3M | $52.8M | ||
| Q2 24 | $41.2M | $24.9M |
自由现金流
DOCS
KN
| Q1 26 | — | $-3.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | — | $-2.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $49.1M | ||
| Q2 24 | — | $21.7M |
自由现金流率
DOCS
KN
| Q1 26 | — | -2.0% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 34.5% | ||
| Q2 24 | — | 10.6% |
资本支出强度
DOCS
KN
| Q1 26 | — | 7.1% | ||
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 0.0% | 3.0% | ||
| Q4 24 | 0.0% | 2.3% | ||
| Q3 24 | 0.0% | 2.6% | ||
| Q2 24 | 0.0% | 1.6% |
现金转化率
DOCS
KN
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 1.67× | ||
| Q2 25 | 1.16× | 4.67× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 105.60× | ||
| Q2 24 | 1.00× | — |
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% |
KN
暂无分部数据