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Doximity, Inc.（DOCS）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Doximity, Inc.的1.1倍（$197.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 6.7%，领先26.6%），REPLIGEN CORP同比增速更快（13.6% vs 9.8%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
DOCS vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.1倍
$185.1M
营收增速更快
RGEN
高出3.9%
9.8%
净利率更高
DOCS
高出26.6%
6.7%
两年增速更快
DOCS
近两年复合增速
14.4%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $197.9M |
| 净利润 | $61.6M | $13.3M |
| 毛利率 | 89.9% | 52.5% |
| 营业利润率 | 38.9% | 9.0% |
| 净利率 | 33.3% | 6.7% |
| 营收同比 | 9.8% | 13.6% |
| 净利润同比 | -18.1% | 143.9% |
| 每股收益（稀释后） | $0.31 | $0.24 |
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DOCSRGEN
| Q4 25 | $185.1M | $197.9M | ||
| Q3 25 | $168.5M | $188.8M | ||
| Q2 25 | $145.9M | $182.4M | ||
| Q1 25 | $138.3M | $169.2M | ||
| Q4 24 | $168.6M | $174.1M | ||
| Q3 24 | $136.8M | $154.9M | ||
| Q2 24 | $126.7M | $154.1M | ||
| Q1 24 | $118.1M | $151.3M |
净利润DOCSRGEN
| Q4 25 | $61.6M | $13.3M | ||
| Q3 25 | $62.1M | $14.9M | ||
| Q2 25 | $53.3M | $14.9M | ||
| Q1 25 | $62.5M | $5.8M | ||
| Q4 24 | $75.2M | $-30.3M | ||
| Q3 24 | $44.2M | $-654.0K | ||
| Q2 24 | $41.4M | $3.3M | ||
| Q1 24 | $40.6M | $2.1M |
毛利率DOCSRGEN
| Q4 25 | 89.9% | 52.5% | ||
| Q3 25 | 90.3% | 53.2% | ||
| Q2 25 | 89.2% | 50.0% | ||
| Q1 25 | 89.5% | 53.6% | ||
| Q4 24 | 91.6% | 26.1% | ||
| Q3 24 | 90.0% | 50.0% | ||
| Q2 24 | 89.3% | 49.8% | ||
| Q1 24 | 89.4% | 49.5% |
营业利润率DOCSRGEN
| Q4 25 | 38.9% | 9.0% | ||
| Q3 25 | 37.8% | 8.9% | ||
| Q2 25 | 37.4% | 7.6% | ||
| Q1 25 | 35.2% | 3.9% | ||
| Q4 24 | 47.4% | -17.7% | ||
| Q3 24 | 38.8% | -5.1% | ||
| Q2 24 | 36.4% | 1.0% | ||
| Q1 24 | 35.5% | 1.3% |
净利率DOCSRGEN
| Q4 25 | 33.3% | 6.7% | ||
| Q3 25 | 36.8% | 7.9% | ||
| Q2 25 | 36.5% | 8.2% | ||
| Q1 25 | 45.2% | 3.4% | ||
| Q4 24 | 44.6% | -17.4% | ||
| Q3 24 | 32.3% | -0.4% | ||
| Q2 24 | 32.7% | 2.2% | ||
| Q1 24 | 34.4% | 1.4% |
每股收益（稀释后）DOCSRGEN
| Q4 25 | $0.31 | $0.24 | ||
| Q3 25 | $0.31 | $0.26 | ||
| Q2 25 | $0.27 | $0.26 | ||
| Q1 25 | $0.31 | $0.10 | ||
| Q4 24 | $0.37 | $-0.55 | ||
| Q3 24 | $0.22 | $-0.01 | ||
| Q2 24 | $0.21 | $0.06 | ||
| Q1 24 | $0.20 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $979.3M | $2.1B |
| 总资产 | $1.2B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资DOCSRGEN
| Q4 25 | $64.8M | $767.6M | ||
| Q3 25 | $169.2M | $748.7M | ||
| Q2 25 | $137.3M | $708.9M | ||
| Q1 25 | $209.6M | $697.2M | ||
| Q4 24 | $165.3M | $757.4M | ||
| Q3 24 | $184.2M | $784.0M | ||
| Q2 24 | $111.4M | $809.1M | ||
| Q1 24 | $96.8M | $780.6M |
总债务DOCSRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DOCSRGEN
| Q4 25 | $979.3M | $2.1B | ||
| Q3 25 | $1.1B | $2.1B | ||
| Q2 25 | $1.0B | $2.1B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $961.2M | $2.0B | ||
| Q2 24 | $913.6M | $2.0B | ||
| Q1 24 | $901.4M | $2.0B |
总资产DOCSRGEN
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.3B | $2.9B | ||
| Q2 25 | $1.2B | $2.9B | ||
| Q1 25 | $1.3B | $2.9B | ||
| Q4 24 | $1.2B | $2.8B | ||
| Q3 24 | $1.1B | $2.8B | ||
| Q2 24 | $1.1B | $2.9B | ||
| Q1 24 | $1.1B | $2.8B |
负债/权益比DOCSRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | — | $17.6M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 4.1% |
| 现金转化率经营现金流/净利润 | 0.99× | 1.93× |
| 过去12个月自由现金流最近4个季度 | — | $93.9M |
8季度趋势，按日历期对齐
经营现金流DOCSRGEN
| Q4 25 | $60.9M | $25.7M | ||
| Q3 25 | $93.9M | $48.1M | ||
| Q2 25 | $62.1M | $28.6M | ||
| Q1 25 | $98.5M | $15.0M | ||
| Q4 24 | $65.2M | $39.2M | ||
| Q3 24 | $68.3M | $49.3M | ||
| Q2 24 | $41.2M | $42.2M | ||
| Q1 24 | $63.9M | $44.7M |
自由现金流DOCSRGEN
| Q4 25 | — | $17.6M | ||
| Q3 25 | — | $43.4M | ||
| Q2 25 | — | $21.5M | ||
| Q1 25 | — | $11.4M | ||
| Q4 24 | — | $33.6M | ||
| Q3 24 | — | $42.3M | ||
| Q2 24 | — | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率DOCSRGEN
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 27.3% | ||
| Q2 24 | — | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度DOCSRGEN
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 3.9% | ||
| Q1 25 | 0.0% | 2.1% | ||
| Q4 24 | 0.0% | 3.2% | ||
| Q3 24 | 0.0% | 4.5% | ||
| Q2 24 | 0.0% | 3.1% | ||
| Q1 24 | 0.0% | 5.5% |
现金转化率DOCSRGEN
| Q4 25 | 0.99× | 1.93× | ||
| Q3 25 | 1.51× | 3.23× | ||
| Q2 25 | 1.16× | 1.92× | ||
| Q1 25 | 1.58× | 2.57× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | — | ||
| Q2 24 | 1.00× | 12.70× | ||
| Q1 24 | 1.57× | 21.35× |
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% |
RGEN
暂无分部数据
