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Doximity, Inc.（DOCS）与ONTO INNOVATION INC.（ONTO）财务数据对比。点击上方公司名可切换其他公司
ONTO INNOVATION INC.的季度营收约是Doximity, Inc.的1.2倍（$218.2M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 12.9%，领先20.3%），Doximity, Inc.同比增速更快（9.8% vs -13.5%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 2.6%）
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。
Onto Innovation是一家美国半导体企业，2019年由Rudolph Technologies与Nanometrics合并组建，为微电子制造行业提供生产工艺、工艺控制相关设备及配套软件解决方案，是全球半导体制造支撑领域的重要供应商。
DOCS vs ONTO — 直观对比
营收规模更大
ONTO
是对方的1.2倍
$185.1M
营收增速更快
DOCS
高出23.2%
-13.5%
净利率更高
DOCS
高出20.3%
12.9%
两年增速更快
DOCS
近两年复合增速
2.6%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $218.2M |
| 净利润 | $61.6M | $28.2M |
| 毛利率 | 89.9% | 50.7% |
| 营业利润率 | 38.9% | 10.9% |
| 净利率 | 33.3% | 12.9% |
| 营收同比 | 9.8% | -13.5% |
| 净利润同比 | -18.1% | -46.8% |
| 每股收益（稀释后） | $0.31 | $0.57 |
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DOCSONTO
| Q4 25 | $185.1M | — | ||
| Q3 25 | $168.5M | $218.2M | ||
| Q2 25 | $145.9M | $253.6M | ||
| Q1 25 | $138.3M | $266.6M | ||
| Q4 24 | $168.6M | $263.9M | ||
| Q3 24 | $136.8M | $252.2M | ||
| Q2 24 | $126.7M | $242.3M | ||
| Q1 24 | $118.1M | $228.8M |
净利润DOCSONTO
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $28.2M | ||
| Q2 25 | $53.3M | $33.9M | ||
| Q1 25 | $62.5M | $64.1M | ||
| Q4 24 | $75.2M | $48.8M | ||
| Q3 24 | $44.2M | $53.1M | ||
| Q2 24 | $41.4M | $52.9M | ||
| Q1 24 | $40.6M | $46.9M |
毛利率DOCSONTO
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | 50.7% | ||
| Q2 25 | 89.2% | 48.2% | ||
| Q1 25 | 89.5% | 53.7% | ||
| Q4 24 | 91.6% | 50.2% | ||
| Q3 24 | 90.0% | 54.1% | ||
| Q2 24 | 89.3% | 52.9% | ||
| Q1 24 | 89.4% | 51.7% |
营业利润率DOCSONTO
| Q4 25 | 38.9% | — | ||
| Q3 25 | 37.8% | 10.9% | ||
| Q2 25 | 37.4% | 12.7% | ||
| Q1 25 | 35.2% | 23.7% | ||
| Q4 24 | 47.4% | 16.1% | ||
| Q3 24 | 38.8% | 21.0% | ||
| Q2 24 | 36.4% | 20.2% | ||
| Q1 24 | 35.5% | 18.7% |
净利率DOCSONTO
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | 12.9% | ||
| Q2 25 | 36.5% | 13.4% | ||
| Q1 25 | 45.2% | 24.0% | ||
| Q4 24 | 44.6% | 18.5% | ||
| Q3 24 | 32.3% | 21.0% | ||
| Q2 24 | 32.7% | 21.9% | ||
| Q1 24 | 34.4% | 20.5% |
每股收益（稀释后）DOCSONTO
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $0.57 | ||
| Q2 25 | $0.27 | $0.69 | ||
| Q1 25 | $0.31 | $1.30 | ||
| Q4 24 | $0.37 | $0.98 | ||
| Q3 24 | $0.22 | $1.07 | ||
| Q2 24 | $0.21 | $1.07 | ||
| Q1 24 | $0.20 | $0.94 |
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 | $603.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $2.0B |
| 总资产 | $1.2B | $2.2B |
| 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DOCSONTO
| Q4 25 | $64.8M | — | ||
| Q3 25 | $169.2M | $603.1M | ||
| Q2 25 | $137.3M | $217.5M | ||
| Q1 25 | $209.6M | $203.7M | ||
| Q4 24 | $165.3M | $212.9M | ||
| Q3 24 | $184.2M | $188.7M | ||
| Q2 24 | $111.4M | $172.6M | ||
| Q1 24 | $96.8M | $190.9M |
股东权益DOCSONTO
| Q4 25 | $979.3M | — | ||
| Q3 25 | $1.1B | $2.0B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $1.1B | $1.9B | ||
| Q4 24 | $1.0B | $1.9B | ||
| Q3 24 | $961.2M | $1.9B | ||
| Q2 24 | $913.6M | $1.8B | ||
| Q1 24 | $901.4M | $1.8B |
总资产DOCSONTO
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.3B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.1B | $2.0B | ||
| Q1 24 | $1.1B | $2.0B |
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 | $83.4M |
| 自由现金流经营现金流 - 资本支出 | — | $82.0M |
| 自由现金流率自由现金流/营收 | — | 37.6% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.95× |
| 过去12个月自由现金流最近4个季度 | — | $261.3M |
8季度趋势，按日历期对齐
经营现金流DOCSONTO
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | $83.4M | ||
| Q2 25 | $62.1M | $57.9M | ||
| Q1 25 | $98.5M | $92.0M | ||
| Q4 24 | $65.2M | $56.0M | ||
| Q3 24 | $68.3M | $67.2M | ||
| Q2 24 | $41.2M | $65.3M | ||
| Q1 24 | $63.9M | $57.1M |
自由现金流DOCSONTO
| Q4 25 | — | — | ||
| Q3 25 | — | $82.0M | ||
| Q2 25 | — | $44.2M | ||
| Q1 25 | — | $83.7M | ||
| Q4 24 | — | $51.4M | ||
| Q3 24 | — | $59.2M | ||
| Q2 24 | — | $53.0M | ||
| Q1 24 | — | $50.2M |
自由现金流率DOCSONTO
| Q4 25 | — | — | ||
| Q3 25 | — | 37.6% | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 31.4% | ||
| Q4 24 | — | 19.5% | ||
| Q3 24 | — | 23.5% | ||
| Q2 24 | — | 21.9% | ||
| Q1 24 | — | 21.9% |
资本支出强度DOCSONTO
| Q4 25 | — | — | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | 0.0% | 3.1% | ||
| Q4 24 | 0.0% | 1.8% | ||
| Q3 24 | 0.0% | 3.2% | ||
| Q2 24 | 0.0% | 5.1% | ||
| Q1 24 | 0.0% | 3.0% |
现金转化率DOCSONTO
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | 2.95× | ||
| Q2 25 | 1.16× | 1.71× | ||
| Q1 25 | 1.58× | 1.44× | ||
| Q4 24 | 0.87× | 1.15× | ||
| Q3 24 | 1.55× | 1.27× | ||
| Q2 24 | 1.00× | 1.23× | ||
| Q1 24 | 1.57× | 1.22× |
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% |
ONTO
| Systems And Software Revenue | $173.8M | 80% |
| Parts Revenue | $23.9M | 11% |
| Service Revenue | $20.5M | 9% |
