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Doximity, Inc.（DOCS）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是Doximity, Inc.的1.2倍（$219.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs -1.0%，领先34.3%），Doximity, Inc.同比增速更快（9.8% vs 2.0%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
DOCS vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.2倍
$185.1M
营收增速更快
DOCS
高出7.8%
2.0%
净利率更高
DOCS
高出34.3%
-1.0%
两年增速更快
DOCS
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $219.9M |
| 净利润 | $61.6M | $-2.2M |
| 毛利率 | 89.9% | 71.1% |
| 营业利润率 | 38.9% | 0.2% |
| 净利率 | 33.3% | -1.0% |
| 营收同比 | 9.8% | 2.0% |
| 净利润同比 | -18.1% | 92.4% |
| 每股收益（稀释后） | $0.31 | $-0.05 |
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DOCSOFIX
| Q4 25 | $185.1M | $219.9M | ||
| Q3 25 | $168.5M | $205.6M | ||
| Q2 25 | $145.9M | $203.1M | ||
| Q1 25 | $138.3M | $193.6M | ||
| Q4 24 | $168.6M | $215.7M | ||
| Q3 24 | $136.8M | $196.6M | ||
| Q2 24 | $126.7M | $198.6M | ||
| Q1 24 | $118.1M | $188.6M |
净利润DOCSOFIX
| Q4 25 | $61.6M | $-2.2M | ||
| Q3 25 | $62.1M | $-22.8M | ||
| Q2 25 | $53.3M | $-14.1M | ||
| Q1 25 | $62.5M | $-53.1M | ||
| Q4 24 | $75.2M | $-29.1M | ||
| Q3 24 | $44.2M | $-27.4M | ||
| Q2 24 | $41.4M | $-33.4M | ||
| Q1 24 | $40.6M | $-36.0M |
毛利率DOCSOFIX
| Q4 25 | 89.9% | 71.1% | ||
| Q3 25 | 90.3% | 72.2% | ||
| Q2 25 | 89.2% | 68.7% | ||
| Q1 25 | 89.5% | 62.8% | ||
| Q4 24 | 91.6% | 69.0% | ||
| Q3 24 | 90.0% | 68.7% | ||
| Q2 24 | 89.3% | 67.8% | ||
| Q1 24 | 89.4% | 67.5% |
营业利润率DOCSOFIX
| Q4 25 | 38.9% | 0.2% | ||
| Q3 25 | 37.8% | -8.3% | ||
| Q2 25 | 37.4% | -7.9% | ||
| Q1 25 | 35.2% | -25.2% | ||
| Q4 24 | 47.4% | -5.3% | ||
| Q3 24 | 38.8% | -9.6% | ||
| Q2 24 | 36.4% | -12.5% | ||
| Q1 24 | 35.5% | -15.6% |
净利率DOCSOFIX
| Q4 25 | 33.3% | -1.0% | ||
| Q3 25 | 36.8% | -11.1% | ||
| Q2 25 | 36.5% | -6.9% | ||
| Q1 25 | 45.2% | -27.4% | ||
| Q4 24 | 44.6% | -13.5% | ||
| Q3 24 | 32.3% | -13.9% | ||
| Q2 24 | 32.7% | -16.8% | ||
| Q1 24 | 34.4% | -19.1% |
每股收益（稀释后）DOCSOFIX
| Q4 25 | $0.31 | $-0.05 | ||
| Q3 25 | $0.31 | $-0.57 | ||
| Q2 25 | $0.27 | $-0.36 | ||
| Q1 25 | $0.31 | $-1.35 | ||
| Q4 24 | $0.37 | $-0.76 | ||
| Q3 24 | $0.22 | $-0.71 | ||
| Q2 24 | $0.21 | $-0.88 | ||
| Q1 24 | $0.20 | $-0.95 |
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 | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $450.0M |
| 总资产 | $1.2B | $850.6M |
| 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DOCSOFIX
| Q4 25 | $64.8M | $82.0M | ||
| Q3 25 | $169.2M | $62.9M | ||
| Q2 25 | $137.3M | $65.6M | ||
| Q1 25 | $209.6M | $58.0M | ||
| Q4 24 | $165.3M | $83.2M | ||
| Q3 24 | $184.2M | $30.1M | ||
| Q2 24 | $111.4M | $26.4M | ||
| Q1 24 | $96.8M | $27.0M |
总债务DOCSOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | — | $118.2M |
股东权益DOCSOFIX
| Q4 25 | $979.3M | $450.0M | ||
| Q3 25 | $1.1B | $442.5M | ||
| Q2 25 | $1.0B | $458.3M | ||
| Q1 25 | $1.1B | $458.3M | ||
| Q4 24 | $1.0B | $503.1M | ||
| Q3 24 | $961.2M | $525.9M | ||
| Q2 24 | $913.6M | $546.0M | ||
| Q1 24 | $901.4M | $570.3M |
总资产DOCSOFIX
| Q4 25 | $1.2B | $850.6M | ||
| Q3 25 | $1.3B | $832.6M | ||
| Q2 25 | $1.2B | $837.2M | ||
| Q1 25 | $1.3B | $823.1M | ||
| Q4 24 | $1.2B | $893.3M | ||
| Q3 24 | $1.1B | $867.9M | ||
| Q2 24 | $1.1B | $882.0M | ||
| Q1 24 | $1.1B | $906.0M |
负债/权益比DOCSOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | — | 0.21× |
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 | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流DOCSOFIX
| Q4 25 | $60.9M | $27.7M | ||
| Q3 25 | $93.9M | $12.4M | ||
| Q2 25 | $62.1M | $11.6M | ||
| Q1 25 | $98.5M | $-18.4M | ||
| Q4 24 | $65.2M | $23.7M | ||
| Q3 24 | $68.3M | $11.7M | ||
| Q2 24 | $41.2M | $9.0M | ||
| Q1 24 | $63.9M | $-18.6M |
自由现金流DOCSOFIX
| Q4 25 | — | $16.8M | ||
| Q3 25 | — | $2.5M | ||
| Q2 25 | — | $4.5M | ||
| Q1 25 | — | $-25.1M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $-360.0K | ||
| Q1 24 | — | $-29.1M |
自由现金流率DOCSOFIX
| Q4 25 | — | 7.6% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | -13.0% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | — | -15.4% |
资本支出强度DOCSOFIX
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | 0.0% | 3.5% | ||
| Q4 24 | 0.0% | 4.0% | ||
| Q3 24 | 0.0% | 2.7% | ||
| Q2 24 | 0.0% | 4.7% | ||
| Q1 24 | 0.0% | 5.6% |
现金转化率DOCSOFIX
| Q4 25 | 0.99× | — | ||
| 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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
