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Doximity, Inc.（DOCS）与OMNICELL, INC.（OMCL）财务数据对比。点击上方公司名可切换其他公司
OMNICELL, INC.的季度营收约是Doximity, Inc.的1.7倍（$309.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 3.7%，领先29.6%），OMNICELL, INC.同比增速更快（14.9% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 5.8%）
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。
Omnicell是总部位于美国加州山景城的跨国医疗科技企业，专注于为医院及各类医疗机构提供药品管理自动化系统，同时面向零售药房推出用药依从性包装与患者互动软件，旗下产品使用Omnicell及EnlivenHealth两大品牌。
DOCS vs OMCL — 直观对比
营收规模更大
OMCL
是对方的1.7倍
$185.1M
营收增速更快
OMCL
高出5.2%
9.8%
净利率更高
DOCS
高出29.6%
3.7%
两年增速更快
DOCS
近两年复合增速
5.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $309.9M |
| 净利润 | $61.6M | $11.4M |
| 毛利率 | 89.9% | 45.3% |
| 营业利润率 | 38.9% | 60.1% |
| 净利率 | 33.3% | 3.7% |
| 营收同比 | 9.8% | 14.9% |
| 净利润同比 | -18.1% | — |
| 每股收益（稀释后） | $0.31 | $0.25 |
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DOCSOMCL
| Q1 26 | — | $309.9M | ||
| Q4 25 | $185.1M | $314.0M | ||
| Q3 25 | $168.5M | $310.6M | ||
| Q2 25 | $145.9M | $290.6M | ||
| Q1 25 | $138.3M | $269.7M | ||
| Q4 24 | $168.6M | $306.9M | ||
| Q3 24 | $136.8M | $282.4M | ||
| Q2 24 | $126.7M | $276.8M |
净利润DOCSOMCL
| Q1 26 | — | $11.4M | ||
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $5.5M | ||
| Q2 25 | $53.3M | $5.6M | ||
| Q1 25 | $62.5M | $-7.0M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $8.6M | ||
| Q2 24 | $41.4M | $3.7M |
毛利率DOCSOMCL
| Q1 26 | — | 45.3% | ||
| Q4 25 | 89.9% | 41.5% | ||
| Q3 25 | 90.3% | 43.3% | ||
| Q2 25 | 89.2% | 43.9% | ||
| Q1 25 | 89.5% | 41.1% | ||
| Q4 24 | 91.6% | 46.2% | ||
| Q3 24 | 90.0% | 43.3% | ||
| Q2 24 | 89.3% | 41.3% |
营业利润率DOCSOMCL
| Q1 26 | — | 60.1% | ||
| Q4 25 | 38.9% | 0.1% | ||
| Q3 25 | 37.8% | 2.7% | ||
| Q2 25 | 37.4% | 2.8% | ||
| Q1 25 | 35.2% | -4.3% | ||
| Q4 24 | 47.4% | 4.0% | ||
| Q3 24 | 38.8% | 2.3% | ||
| Q2 24 | 36.4% | 1.2% |
净利率DOCSOMCL
| Q1 26 | — | 3.7% | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 1.8% | ||
| Q2 25 | 36.5% | 1.9% | ||
| Q1 25 | 45.2% | -2.6% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 3.1% | ||
| Q2 24 | 32.7% | 1.3% |
每股收益（稀释后）DOCSOMCL
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.31 | $-0.05 | ||
| Q3 25 | $0.31 | $0.12 | ||
| Q2 25 | $0.27 | $0.12 | ||
| Q1 25 | $0.31 | $-0.15 | ||
| Q4 24 | $0.37 | $0.34 | ||
| Q3 24 | $0.22 | $0.19 | ||
| Q2 24 | $0.21 | $0.08 |
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 | $239.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $1.3B |
| 总资产 | $1.2B | $2.0B |
| 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DOCSOMCL
| Q1 26 | — | $239.2M | ||
| Q4 25 | $64.8M | $196.5M | ||
| Q3 25 | $169.2M | $180.1M | ||
| Q2 25 | $137.3M | $399.0M | ||
| Q1 25 | $209.6M | $386.8M | ||
| Q4 24 | $165.3M | $369.2M | ||
| Q3 24 | $184.2M | $570.6M | ||
| Q2 24 | $111.4M | $556.8M |
股东权益DOCSOMCL
| Q1 26 | — | $1.3B | ||
| Q4 25 | $979.3M | $1.2B | ||
| Q3 25 | $1.1B | $1.2B | ||
| Q2 25 | $1.0B | $1.3B | ||
| Q1 25 | $1.1B | $1.3B | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $961.2M | $1.2B | ||
| Q2 24 | $913.6M | $1.2B |
总资产DOCSOMCL
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.2B | $2.0B | ||
| Q3 25 | $1.3B | $1.9B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.3B | $2.2B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.3B | ||
| Q2 24 | $1.1B | $2.3B |
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 | $54.5M |
| 自由现金流经营现金流 - 资本支出 | — | $38.6M |
| 自由现金流率自由现金流/营收 | — | 12.5% |
| 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× | 4.80× |
| 过去12个月自由现金流最近4个季度 | — | $110.8M |
8季度趋势，按日历期对齐
经营现金流DOCSOMCL
| Q1 26 | — | $54.5M | ||
| Q4 25 | $60.9M | $30.4M | ||
| Q3 25 | $93.9M | $28.3M | ||
| Q2 25 | $62.1M | $42.8M | ||
| Q1 25 | $98.5M | $25.9M | ||
| Q4 24 | $65.2M | $56.3M | ||
| Q3 24 | $68.3M | $22.8M | ||
| Q2 24 | $41.2M | $58.7M |
自由现金流DOCSOMCL
| Q1 26 | — | $38.6M | ||
| Q4 25 | — | $22.6M | ||
| Q3 25 | — | $18.5M | ||
| Q2 25 | — | $31.0M | ||
| Q1 25 | — | $14.8M | ||
| Q4 24 | — | $47.2M | ||
| Q3 24 | — | $13.9M | ||
| Q2 24 | — | $49.1M |
自由现金流率DOCSOMCL
| Q1 26 | — | 12.5% | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | — | 6.0% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 5.5% | ||
| Q4 24 | — | 15.4% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 17.8% |
资本支出强度DOCSOMCL
| Q1 26 | — | — | ||
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 4.1% | ||
| Q1 25 | 0.0% | 4.1% | ||
| Q4 24 | 0.0% | 3.0% | ||
| Q3 24 | 0.0% | 3.1% | ||
| Q2 24 | 0.0% | 3.5% |
现金转化率DOCSOMCL
| Q1 26 | — | 4.80× | ||
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 5.18× | ||
| Q2 25 | 1.16× | 7.58× | ||
| Q1 25 | 1.58× | — | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 2.64× | ||
| Q2 24 | 1.00× | 15.72× |
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% |
OMCL
| Product revenues | $174.8M | 56% |
| Service revenues | $135.1M | 44% |
