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Doximity, Inc.（DOCS）与Loar Holdings Inc.（LOAR）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Loar Holdings Inc.的1.4倍（$185.1M vs $131.8M），Doximity, Inc.净利率更高（33.3% vs 9.5%，领先23.8%），Loar Holdings Inc.同比增速更快（19.3% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 19.8%）
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。
DOCS vs LOAR — 直观对比
营收规模更大
DOCS
是对方的1.4倍
$131.8M
营收增速更快
LOAR
高出9.5%
9.8%
净利率更高
DOCS
高出23.8%
9.5%
两年增速更快
DOCS
近两年复合增速
19.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $131.8M |
| 净利润 | $61.6M | $12.5M |
| 毛利率 | 89.9% | 52.1% |
| 营业利润率 | 38.9% | 18.0% |
| 净利率 | 33.3% | 9.5% |
| 营收同比 | 9.8% | 19.3% |
| 净利润同比 | -18.1% | 239.5% |
| 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DOCSLOAR
| Q4 25 | $185.1M | $131.8M | ||
| Q3 25 | $168.5M | $126.8M | ||
| Q2 25 | $145.9M | $123.1M | ||
| Q1 25 | $138.3M | $114.7M | ||
| Q4 24 | $168.6M | $110.4M | ||
| Q3 24 | $136.8M | $103.5M | ||
| Q2 24 | $126.7M | $97.0M | ||
| Q1 24 | $118.1M | $91.8M |
净利润DOCSLOAR
| Q4 25 | $61.6M | $12.5M | ||
| Q3 25 | $62.1M | $27.6M | ||
| Q2 25 | $53.3M | $16.7M | ||
| Q1 25 | $62.5M | $15.3M | ||
| Q4 24 | $75.2M | $3.7M | ||
| Q3 24 | $44.2M | $8.7M | ||
| Q2 24 | $41.4M | $7.6M | ||
| Q1 24 | $40.6M | $2.2M |
毛利率DOCSLOAR
| Q4 25 | 89.9% | 52.1% | ||
| Q3 25 | 90.3% | 52.7% | ||
| Q2 25 | 89.2% | 53.8% | ||
| Q1 25 | 89.5% | 52.1% | ||
| Q4 24 | 91.6% | 48.9% | ||
| Q3 24 | 90.0% | 51.1% | ||
| Q2 24 | 89.3% | 49.0% | ||
| Q1 24 | 89.4% | 48.4% |
营业利润率DOCSLOAR
| Q4 25 | 38.9% | 18.0% | ||
| Q3 25 | 37.8% | 22.9% | ||
| Q2 25 | 37.4% | 22.2% | ||
| Q1 25 | 35.2% | 22.8% | ||
| Q4 24 | 47.4% | 19.2% | ||
| Q3 24 | 38.8% | 22.1% | ||
| Q2 24 | 36.4% | 22.9% | ||
| Q1 24 | 35.5% | 23.3% |
净利率DOCSLOAR
| Q4 25 | 33.3% | 9.5% | ||
| Q3 25 | 36.8% | 21.8% | ||
| Q2 25 | 36.5% | 13.6% | ||
| Q1 25 | 45.2% | 13.4% | ||
| Q4 24 | 44.6% | 3.3% | ||
| Q3 24 | 32.3% | 8.4% | ||
| Q2 24 | 32.7% | 7.9% | ||
| Q1 24 | 34.4% | 2.4% |
每股收益（稀释后）DOCSLOAR
| Q4 25 | $0.31 | $0.13 | ||
| Q3 25 | $0.31 | $0.29 | ||
| Q2 25 | $0.27 | $0.17 | ||
| Q1 25 | $0.31 | $0.16 | ||
| Q4 24 | $0.37 | $-11023.48 | ||
| Q3 24 | $0.22 | $0.09 | ||
| Q2 24 | $0.21 | $0.09 | ||
| Q1 24 | $0.20 | $11023.54 |
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 | $84.8M |
| 总债务越低越好 | — | $715.7M |
| 股东权益账面价值 | $979.3M | $1.2B |
| 总资产 | $1.2B | $2.0B |
| 负债/权益比越低杠杆越低 | — | 0.61× |
8季度趋势，按日历期对齐
现金及短期投资DOCSLOAR
| Q4 25 | $64.8M | $84.8M | ||
| Q3 25 | $169.2M | $99.0M | ||
| Q2 25 | $137.3M | $103.3M | ||
| Q1 25 | $209.6M | $80.5M | ||
| Q4 24 | $165.3M | $54.1M | ||
| Q3 24 | $184.2M | $55.2M | ||
| Q2 24 | $111.4M | $73.2M | ||
| Q1 24 | $96.8M | $28.2M |
总债务DOCSLOAR
| Q4 25 | — | $715.7M | ||
| Q3 25 | — | $279.4M | ||
| Q2 25 | — | $277.7M | ||
| Q1 25 | — | $277.5M | ||
| Q4 24 | — | $277.3M | ||
| Q3 24 | — | $602.1M | ||
| Q2 24 | — | $250.7M | ||
| Q1 24 | — | $534.2M |
股东权益DOCSLOAR
| Q4 25 | $979.3M | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.1B | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.0B | $1.1B | ||
| Q3 24 | $961.2M | $769.8M | ||
| Q2 24 | $913.6M | $758.4M | ||
| Q1 24 | $901.4M | $420.6M |
总资产DOCSLOAR
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $1.1B | $1.5B | ||
| Q2 24 | $1.1B | $1.1B | ||
| Q1 24 | $1.1B | $1.1B |
负债/权益比DOCSLOAR
| Q4 25 | — | 0.61× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.25× | ||
| Q3 24 | — | 0.78× | ||
| Q2 24 | — | 0.33× | ||
| Q1 24 | — | 1.27× |
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 | $30.4M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 0.99× | 2.43× |
| 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DOCSLOAR
| Q4 25 | $60.9M | $30.4M | ||
| Q3 25 | $93.9M | $29.7M | ||
| Q2 25 | $62.1M | $23.8M | ||
| Q1 25 | $98.5M | $28.4M | ||
| Q4 24 | $65.2M | $20.7M | ||
| Q3 24 | $68.3M | $16.3M | ||
| Q2 24 | $41.2M | $7.1M | ||
| Q1 24 | $63.9M | $10.8M |
资本支出强度DOCSLOAR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 0.0% | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
现金转化率DOCSLOAR
| Q4 25 | 0.99× | 2.43× | ||
| Q3 25 | 1.51× | 1.08× | ||
| Q2 25 | 1.16× | 1.42× | ||
| Q1 25 | 1.58× | 1.85× | ||
| Q4 24 | 0.87× | 5.62× | ||
| Q3 24 | 1.55× | 1.89× | ||
| Q2 24 | 1.00× | 0.93× | ||
| Q1 24 | 1.57× | 4.81× |
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% |
LOAR
| Other | $76.8M | 58% |
| Commercial Aerospace | $21.2M | 16% |
| Business Jet And General Aviation | $17.6M | 13% |
| Defense | $16.2M | 12% |
