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Doximity, Inc.（DOCS）与Limbach Holdings, Inc.（LMB）财务数据对比。点击上方公司名可切换其他公司
Limbach Holdings, Inc.的季度营收约是Doximity, Inc.的1.0倍（$186.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 6.6%，领先26.7%），Limbach Holdings, Inc.同比增速更快（30.1% vs 9.8%），过去两年Limbach Holdings, Inc.的营收复合增速更高（25.3% 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。
林巴赫航空发动机是一家由中资控股、总部位于德国的企业，主营航空发动机的研发与制造业务，在航空动力装备领域拥有成熟的生产技术与行业经验。
DOCS vs LMB — 直观对比
营收规模更大
LMB
是对方的1.0倍
$185.1M
营收增速更快
LMB
高出20.3%
9.8%
净利率更高
DOCS
高出26.7%
6.6%
两年增速更快
LMB
近两年复合增速
25.2%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $186.9M |
| 净利润 | $61.6M | $12.3M |
| 毛利率 | 89.9% | 25.7% |
| 营业利润率 | 38.9% | 9.4% |
| 净利率 | 33.3% | 6.6% |
| 营收同比 | 9.8% | 30.1% |
| 净利润同比 | -18.1% | 25.0% |
| 每股收益（稀释后） | $0.31 | $1.01 |
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DOCSLMB
| Q4 25 | $185.1M | $186.9M | ||
| Q3 25 | $168.5M | $184.6M | ||
| Q2 25 | $145.9M | $142.2M | ||
| Q1 25 | $138.3M | $133.1M | ||
| Q4 24 | $168.6M | $143.7M | ||
| Q3 24 | $136.8M | $133.9M | ||
| Q2 24 | $126.7M | $122.2M | ||
| Q1 24 | $118.1M | $119.0M |
净利润DOCSLMB
| Q4 25 | $61.6M | $12.3M | ||
| Q3 25 | $62.1M | $8.8M | ||
| Q2 25 | $53.3M | $7.8M | ||
| Q1 25 | $62.5M | $10.2M | ||
| Q4 24 | $75.2M | $9.8M | ||
| Q3 24 | $44.2M | $7.5M | ||
| Q2 24 | $41.4M | $6.0M | ||
| Q1 24 | $40.6M | $7.6M |
毛利率DOCSLMB
| Q4 25 | 89.9% | 25.7% | ||
| Q3 25 | 90.3% | 24.2% | ||
| Q2 25 | 89.2% | 28.0% | ||
| Q1 25 | 89.5% | 27.6% | ||
| Q4 24 | 91.6% | 30.3% | ||
| Q3 24 | 90.0% | 27.0% | ||
| Q2 24 | 89.3% | 27.4% | ||
| Q1 24 | 89.4% | 26.1% |
营业利润率DOCSLMB
| Q4 25 | 38.9% | 9.4% | ||
| Q3 25 | 37.8% | 7.2% | ||
| Q2 25 | 37.4% | 7.5% | ||
| Q1 25 | 35.2% | 5.9% | ||
| Q4 24 | 47.4% | 9.1% | ||
| Q3 24 | 38.8% | 8.1% | ||
| Q2 24 | 36.4% | 6.7% | ||
| Q1 24 | 35.5% | 5.5% |
净利率DOCSLMB
| Q4 25 | 33.3% | 6.6% | ||
| Q3 25 | 36.8% | 4.8% | ||
| Q2 25 | 36.5% | 5.5% | ||
| Q1 25 | 45.2% | 7.7% | ||
| Q4 24 | 44.6% | 6.9% | ||
| Q3 24 | 32.3% | 5.6% | ||
| Q2 24 | 32.7% | 4.9% | ||
| Q1 24 | 34.4% | 6.4% |
每股收益（稀释后）DOCSLMB
| Q4 25 | $0.31 | $1.01 | ||
| Q3 25 | $0.31 | $0.73 | ||
| Q2 25 | $0.27 | $0.64 | ||
| Q1 25 | $0.31 | $0.85 | ||
| Q4 24 | $0.37 | $0.81 | ||
| Q3 24 | $0.22 | $0.62 | ||
| Q2 24 | $0.21 | $0.50 | ||
| Q1 24 | $0.20 | $0.64 |
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 | $11.3M |
| 总债务越低越好 | — | $30.5M |
| 股东权益账面价值 | $979.3M | $195.7M |
| 总资产 | $1.2B | $381.1M |
| 负债/权益比越低杠杆越低 | — | 0.16× |
8季度趋势，按日历期对齐
现金及短期投资DOCSLMB
| Q4 25 | $64.8M | $11.3M | ||
| Q3 25 | $169.2M | $9.8M | ||
| Q2 25 | $137.3M | $38.9M | ||
| Q1 25 | $209.6M | $38.1M | ||
| Q4 24 | $165.3M | $44.9M | ||
| Q3 24 | $184.2M | $51.2M | ||
| Q2 24 | $111.4M | $59.5M | ||
| Q1 24 | $96.8M | $48.2M |
总债务DOCSLMB
| Q4 25 | — | $30.5M | ||
| Q3 25 | — | $56.3M | ||
| Q2 25 | — | $28.4M | ||
| Q1 25 | — | $23.7M | ||
| Q4 24 | — | $23.6M | ||
| Q3 24 | — | $20.5M | ||
| Q2 24 | — | $19.7M | ||
| Q1 24 | — | $19.4M |
股东权益DOCSLMB
| Q4 25 | $979.3M | $195.7M | ||
| Q3 25 | $1.1B | $181.6M | ||
| Q2 25 | $1.0B | $170.5M | ||
| Q1 25 | $1.1B | $161.1M | ||
| Q4 24 | $1.0B | $153.5M | ||
| Q3 24 | $961.2M | $142.2M | ||
| Q2 24 | $913.6M | $133.0M | ||
| Q1 24 | $901.4M | $125.5M |
总资产DOCSLMB
| Q4 25 | $1.2B | $381.1M | ||
| Q3 25 | $1.3B | $409.1M | ||
| Q2 25 | $1.2B | $343.0M | ||
| Q1 25 | $1.3B | $336.4M | ||
| Q4 24 | $1.2B | $352.1M | ||
| Q3 24 | $1.1B | $324.4M | ||
| Q2 24 | $1.1B | $303.9M | ||
| Q1 24 | $1.1B | $289.2M |
负债/权益比DOCSLMB
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.31× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.15× | ||
| Q4 24 | — | 0.15× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.15× |
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 | $28.1M |
| 自由现金流经营现金流 - 资本支出 | — | $27.9M |
| 自由现金流率自由现金流/营收 | — | 14.9% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.29× |
| 过去12个月自由现金流最近4个季度 | — | $41.9M |
8季度趋势，按日历期对齐
经营现金流DOCSLMB
| Q4 25 | $60.9M | $28.1M | ||
| Q3 25 | $93.9M | $13.3M | ||
| Q2 25 | $62.1M | $2.0M | ||
| Q1 25 | $98.5M | $2.2M | ||
| Q4 24 | $65.2M | $19.3M | ||
| Q3 24 | $68.3M | $4.9M | ||
| Q2 24 | $41.2M | $16.5M | ||
| Q1 24 | $63.9M | $-3.9M |
自由现金流DOCSLMB
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $12.8M | ||
| Q2 25 | — | $1.2M | ||
| Q1 25 | — | $11.0K | ||
| Q4 24 | — | $18.0M | ||
| Q3 24 | — | $4.6M | ||
| Q2 24 | — | $13.2M | ||
| Q1 24 | — | $-6.5M |
自由现金流率DOCSLMB
| Q4 25 | — | 14.9% | ||
| Q3 25 | — | 7.0% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 0.0% | ||
| Q4 24 | — | 12.5% | ||
| Q3 24 | — | 3.4% | ||
| Q2 24 | — | 10.8% | ||
| Q1 24 | — | -5.5% |
资本支出强度DOCSLMB
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | 0.0% | 1.7% | ||
| Q4 24 | 0.0% | 0.9% | ||
| Q3 24 | 0.0% | 0.3% | ||
| Q2 24 | 0.0% | 2.7% | ||
| Q1 24 | 0.0% | 2.1% |
现金转化率DOCSLMB
| Q4 25 | 0.99× | 2.29× | ||
| Q3 25 | 1.51× | 1.52× | ||
| Q2 25 | 1.16× | 0.26× | ||
| Q1 25 | 1.58× | 0.22× | ||
| Q4 24 | 0.87× | 1.96× | ||
| Q3 24 | 1.55× | 0.66× | ||
| Q2 24 | 1.00× | 2.77× | ||
| Q1 24 | 1.57× | -0.52× |
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% |
LMB
| Owner Direct Relationships Segment | $145.0M | 78% |
| General Contractor Construction Manager Relationships Segment | $41.9M | 22% |
