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Doximity, Inc.（DOCS）与LANDS' END, INC.（LE）财务数据对比。点击上方公司名可切换其他公司
LANDS' END, INC.的季度营收约是Doximity, Inc.的1.7倍（$317.5M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 1.6%，领先31.6%），Doximity, Inc.同比增速更快（9.8% vs 0.1%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -0.9%）
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。
Lands' End是1963年诞生于美国芝加哥的服饰零售品牌，最初以邮购游艇用品起家，目前业务拓展至服饰、箱包与家居用品领域。截至2024年2月，品牌在美国本土共开设26家门店，总部位于威斯康星州道奇维尔。品牌名源自地名兰兹角，因创立时印刷错了撇号位置又无力重印，错拼的名称便沿用至今。
DOCS vs LE — 直观对比
营收规模更大
LE
是对方的1.7倍
$185.1M
营收增速更快
DOCS
高出9.7%
0.1%
净利率更高
DOCS
高出31.6%
1.6%
两年增速更快
DOCS
近两年复合增速
-0.9%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $317.5M |
| 净利润 | $61.6M | $5.2M |
| 毛利率 | 89.9% | 51.8% |
| 营业利润率 | 38.9% | 5.3% |
| 净利率 | 33.3% | 1.6% |
| 营收同比 | 9.8% | 0.1% |
| 净利润同比 | -18.1% | 198.3% |
| 每股收益（稀释后） | $0.31 | $0.17 |
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DOCSLE
| Q4 25 | $185.1M | $317.5M | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $145.9M | $261.2M | ||
| Q1 25 | $138.3M | — | ||
| Q4 24 | $168.6M | $318.6M | ||
| Q3 24 | $136.8M | $317.2M | ||
| Q2 24 | $126.7M | $285.5M | ||
| Q1 24 | $118.1M | $514.9M |
净利润DOCSLE
| Q4 25 | $61.6M | $5.2M | ||
| Q3 25 | $62.1M | — | ||
| Q2 25 | $53.3M | $-8.3M | ||
| Q1 25 | $62.5M | — | ||
| Q4 24 | $75.2M | $-593.0K | ||
| Q3 24 | $44.2M | $-5.3M | ||
| Q2 24 | $41.4M | $-6.4M | ||
| Q1 24 | $40.6M | $-8.6M |
毛利率DOCSLE
| Q4 25 | 89.9% | 51.8% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 50.8% | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | 50.6% | ||
| Q3 24 | 90.0% | 47.9% | ||
| Q2 24 | 89.3% | 48.7% | ||
| Q1 24 | 89.4% | 38.0% |
营业利润率DOCSLE
| Q4 25 | 38.9% | 5.3% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | -0.9% | ||
| Q1 25 | 35.2% | — | ||
| Q4 24 | 47.4% | 2.9% | ||
| Q3 24 | 38.8% | 0.8% | ||
| Q2 24 | 36.4% | 0.8% | ||
| Q1 24 | 35.5% | 1.6% |
净利率DOCSLE
| Q4 25 | 33.3% | 1.6% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | 36.5% | -3.2% | ||
| Q1 25 | 45.2% | — | ||
| Q4 24 | 44.6% | -0.2% | ||
| Q3 24 | 32.3% | -1.7% | ||
| Q2 24 | 32.7% | -2.3% | ||
| Q1 24 | 34.4% | -1.7% |
每股收益（稀释后）DOCSLE
| Q4 25 | $0.31 | $0.17 | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | $-0.27 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | $-0.02 | ||
| Q3 24 | $0.22 | $-0.17 | ||
| Q2 24 | $0.21 | $-0.20 | ||
| Q1 24 | $0.20 | $-0.27 |
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 | $36.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $231.0M |
| 总资产 | $1.2B | $852.7M |
| 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DOCSLE
| Q4 25 | $64.8M | $36.3M | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | $18.1M | ||
| Q1 25 | $209.6M | — | ||
| Q4 24 | $165.3M | $30.4M | ||
| Q3 24 | $184.2M | $25.6M | ||
| Q2 24 | $111.4M | $27.4M | ||
| Q1 24 | $96.8M | $25.3M |
股东权益DOCSLE
| Q4 25 | $979.3M | $231.0M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | $230.1M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $223.6M | ||
| Q3 24 | $961.2M | $226.5M | ||
| Q2 24 | $913.6M | $234.6M | ||
| Q1 24 | $901.4M | $241.6M |
总资产DOCSLE
| Q4 25 | $1.2B | $852.7M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $760.5M | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | $843.6M | ||
| Q3 24 | $1.1B | $802.5M | ||
| Q2 24 | $1.1B | $800.1M | ||
| Q1 24 | $1.1B | $811.5M |
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 | $-15.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-22.4M |
| 自由现金流率自由现金流/营收 | — | -7.1% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 现金转化率经营现金流/净利润 | 0.99× | -3.03× |
| 过去12个月自由现金流最近4个季度 | — | $-55.0M |
8季度趋势，按日历期对齐
经营现金流DOCSLE
| Q4 25 | $60.9M | $-15.7M | ||
| Q3 25 | $93.9M | — | ||
| Q2 25 | $62.1M | $-22.5M | ||
| Q1 25 | $98.5M | — | ||
| Q4 24 | $65.2M | $-17.1M | ||
| Q3 24 | $68.3M | $30.7M | ||
| Q2 24 | $41.2M | $-25.8M | ||
| Q1 24 | $63.9M | $93.9M |
自由现金流DOCSLE
| Q4 25 | — | $-22.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $-30.7M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-27.8M | ||
| Q3 24 | — | $26.0M | ||
| Q2 24 | — | $-32.6M | ||
| Q1 24 | — | $87.5M |
自由现金流率DOCSLE
| Q4 25 | — | -7.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -11.8% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | 8.2% | ||
| Q2 24 | — | -11.4% | ||
| Q1 24 | — | 17.0% |
资本支出强度DOCSLE
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.2% | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 2.4% | ||
| Q1 24 | 0.0% | 1.2% |
现金转化率DOCSLE
| Q4 25 | 0.99× | -3.03× | ||
| 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% |
LE
| U Se Commerce | $179.8M | 57% |
| Business Outfitters Revenue | $78.8M | 25% |
| Licensing And Retail | $20.2M | 6% |
| Other | $19.8M | 6% |
| Third Party | $18.9M | 6% |
