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Doximity, Inc.（DOCS）与Leslie's, Inc.（LESL）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Leslie's, Inc.的1.3倍（$185.1M vs $147.1M），Doximity, Inc.净利率更高（33.3% vs -56.4%，领先89.7%），Doximity, Inc.同比增速更快（9.8% vs -16.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -11.7%）
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。
莱斯利公司（Leslie's, Inc.）主营游泳池相关用品零售，旗下运营莱斯利游泳池用品品牌，是全球规模最大的游泳池用品零售商。公司总部坐落于美国亚利桑那州凤凰城，在亚利桑那、加利福尼亚、佛罗里达、佐治亚及得克萨斯等州拥有极强的零售布局优势。
DOCS vs LESL — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$147.1M
营收增速更快
DOCS
高出25.8%
-16.0%
净利率更高
DOCS
高出89.7%
-56.4%
两年增速更快
DOCS
近两年复合增速
-11.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $147.1M |
| 净利润 | $61.6M | $-83.0M |
| 毛利率 | 89.9% | 18.4% |
| 营业利润率 | 38.9% | -46.7% |
| 净利率 | 33.3% | -56.4% |
| 营收同比 | 9.8% | -16.0% |
| 净利润同比 | -18.1% | -86.2% |
| 每股收益（稀释后） | $0.31 | $-8.92 |
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DOCSLESL
| Q1 26 | — | $147.1M | ||
| Q4 25 | $185.1M | $389.2M | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $145.9M | $500.3M | ||
| Q1 25 | $138.3M | $177.1M | ||
| Q4 24 | $168.6M | $175.2M | ||
| Q3 24 | $136.8M | $397.9M | ||
| Q2 24 | $126.7M | $569.6M |
净利润DOCSLESL
| Q1 26 | — | $-83.0M | ||
| Q4 25 | $61.6M | $-162.8M | ||
| Q3 25 | $62.1M | — | ||
| Q2 25 | $53.3M | $21.7M | ||
| Q1 25 | $62.5M | $-51.3M | ||
| Q4 24 | $75.2M | $-44.6M | ||
| Q3 24 | $44.2M | $-9.9M | ||
| Q2 24 | $41.4M | $60.6M |
毛利率DOCSLESL
| Q1 26 | — | 18.4% | ||
| Q4 25 | 89.9% | 38.6% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 39.6% | ||
| Q1 25 | 89.5% | 24.8% | ||
| Q4 24 | 91.6% | 27.2% | ||
| Q3 24 | 90.0% | 36.0% | ||
| Q2 24 | 89.3% | 40.2% |
营业利润率DOCSLESL
| Q1 26 | — | -46.7% | ||
| Q4 25 | 38.9% | -38.6% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | 13.7% | ||
| Q1 25 | 35.2% | -27.3% | ||
| Q4 24 | 47.4% | -22.7% | ||
| Q3 24 | 38.8% | 6.6% | ||
| Q2 24 | 36.4% | 17.2% |
净利率DOCSLESL
| Q1 26 | — | -56.4% | ||
| Q4 25 | 33.3% | -41.8% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | 36.5% | 4.3% | ||
| Q1 25 | 45.2% | -29.0% | ||
| Q4 24 | 44.6% | -25.4% | ||
| Q3 24 | 32.3% | -2.5% | ||
| Q2 24 | 32.7% | 10.6% |
每股收益（稀释后）DOCSLESL
| Q1 26 | — | $-8.92 | ||
| Q4 25 | $0.31 | $-20.59 | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | $0.12 | ||
| Q1 25 | $0.31 | $-0.28 | ||
| Q4 24 | $0.37 | $-4.82 | ||
| Q3 24 | $0.22 | $-2.46 | ||
| Q2 24 | $0.21 | $0.33 |
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 | $3.6M |
| 总债务越低越好 | — | $781.6M |
| 股东权益账面价值 | $979.3M | $-489.9M |
| 总资产 | $1.2B | $649.4M |
| 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DOCSLESL
| Q1 26 | — | $3.6M | ||
| Q4 25 | $64.8M | $64.3M | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | $42.7M | ||
| Q1 25 | $209.6M | $17.3M | ||
| Q4 24 | $165.3M | $11.6M | ||
| Q3 24 | $184.2M | $108.5M | ||
| Q2 24 | $111.4M | $74.4M |
总债务DOCSLESL
| Q1 26 | — | $781.6M | ||
| Q4 25 | — | $756.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $776.6M | ||
| Q1 25 | — | $858.1M | ||
| Q4 24 | — | $796.6M | ||
| Q3 24 | — | $783.7M | ||
| Q2 24 | — | $783.7M |
股东权益DOCSLESL
| Q1 26 | — | $-489.9M | ||
| Q4 25 | $979.3M | $-408.0M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | $-246.2M | ||
| Q1 25 | $1.1B | $-269.5M | ||
| Q4 24 | $1.0B | $-220.0M | ||
| Q3 24 | $961.2M | $-177.1M | ||
| Q2 24 | $913.6M | $-168.2M |
总资产DOCSLESL
| Q1 26 | — | $649.4M | ||
| Q4 25 | $1.2B | $741.5M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $989.5M | ||
| Q1 25 | $1.3B | $1.0B | ||
| Q4 24 | $1.2B | $967.0M | ||
| Q3 24 | $1.1B | $1.1B | ||
| Q2 24 | $1.1B | $1.1B |
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 | $-81.1M |
| 自由现金流经营现金流 - 资本支出 | — | $-85.5M |
| 自由现金流率自由现金流/营收 | — | -58.1% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 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 | — | $7.6M |
8季度趋势，按日历期对齐
经营现金流DOCSLESL
| Q1 26 | — | $-81.1M | ||
| Q4 25 | $60.9M | $48.2M | ||
| Q3 25 | $93.9M | — | ||
| Q2 25 | $62.1M | $114.9M | ||
| Q1 25 | $98.5M | $-49.2M | ||
| Q4 24 | $65.2M | $-105.1M | ||
| Q3 24 | $68.3M | $47.1M | ||
| Q2 24 | $41.2M | $175.5M |
自由现金流DOCSLESL
| Q1 26 | — | $-85.5M | ||
| Q4 25 | — | $41.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $107.1M | ||
| Q1 25 | — | $-55.8M | ||
| Q4 24 | — | $-109.8M | ||
| Q3 24 | — | $34.1M | ||
| Q2 24 | — | $165.2M |
自由现金流率DOCSLESL
| Q1 26 | — | -58.1% | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 21.4% | ||
| Q1 25 | — | -31.5% | ||
| Q4 24 | — | -62.6% | ||
| Q3 24 | — | 8.6% | ||
| Q2 24 | — | 29.0% |
资本支出强度DOCSLESL
| Q1 26 | — | 2.9% | ||
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.6% | ||
| Q1 25 | 0.0% | 3.7% | ||
| Q4 24 | 0.0% | 2.7% | ||
| Q3 24 | 0.0% | 3.2% | ||
| Q2 24 | 0.0% | 1.8% |
现金转化率DOCSLESL
| Q1 26 | — | — | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 5.29× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 2.89× |
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% |
LESL
暂无分部数据
