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Doximity, Inc.(DOCS)与GIBRALTAR INDUSTRIES, INC.(ROCK)财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是Doximity, Inc.的1.2倍($225.0M vs $185.1M),GIBRALTAR INDUSTRIES, INC.同比增速更快(24.9% vs 9.8%),过去两年Doximity, Inc.的营收复合增速更高(25.2% vs -12.3%)
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商,主营通风系统、屋面配件、太阳能安装支架、园林景观产品等,主要服务北美地区住宅、商业建筑及清洁能源市场,专注提供创新可持续的客户解决方案。
DOCS vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.2倍
$185.1M
营收增速更快
ROCK
高出15.2%
9.8%
两年增速更快
DOCS
近两年复合增速
-12.3%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $185.1M | $225.0M |
| 净利润 | $61.6M | — |
| 毛利率 | 89.9% | 25.3% |
| 营业利润率 | 38.9% | 7.9% |
| 净利率 | 33.3% | — |
| 营收同比 | 9.8% | 24.9% |
| 净利润同比 | -18.1% | — |
| 每股收益(稀释后) | $0.31 | — |
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
DOCS
ROCK
| Q4 25 | $185.1M | $225.0M | ||
| Q3 25 | $168.5M | $310.9M | ||
| Q2 25 | $145.9M | $309.5M | ||
| Q1 25 | $138.3M | $290.0M | ||
| Q4 24 | $168.6M | $180.1M | ||
| Q3 24 | $136.8M | $277.1M | ||
| Q2 24 | $126.7M | $273.6M | ||
| Q1 24 | $118.1M | $292.5M |
净利润
DOCS
ROCK
| Q4 25 | $61.6M | — | ||
| Q3 25 | $62.1M | $-89.1M | ||
| Q2 25 | $53.3M | $26.0M | ||
| Q1 25 | $62.5M | $21.1M | ||
| Q4 24 | $75.2M | — | ||
| Q3 24 | $44.2M | $34.0M | ||
| Q2 24 | $41.4M | $32.2M | ||
| Q1 24 | $40.6M | $24.9M |
毛利率
DOCS
ROCK
| Q4 25 | 89.9% | 25.3% | ||
| Q3 25 | 90.3% | 26.6% | ||
| Q2 25 | 89.2% | 28.4% | ||
| Q1 25 | 89.5% | 26.8% | ||
| Q4 24 | 91.6% | 29.0% | ||
| Q3 24 | 90.0% | 29.4% | ||
| Q2 24 | 89.3% | 30.5% | ||
| Q1 24 | 89.4% | 28.9% |
营业利润率
DOCS
ROCK
| Q4 25 | 38.9% | 7.9% | ||
| Q3 25 | 37.8% | 12.8% | ||
| Q2 25 | 37.4% | 12.8% | ||
| Q1 25 | 35.2% | 8.8% | ||
| Q4 24 | 47.4% | 13.3% | ||
| Q3 24 | 38.8% | 15.6% | ||
| Q2 24 | 36.4% | 14.9% | ||
| Q1 24 | 35.5% | 10.8% |
净利率
DOCS
ROCK
| Q4 25 | 33.3% | — | ||
| Q3 25 | 36.8% | -28.6% | ||
| Q2 25 | 36.5% | 8.4% | ||
| Q1 25 | 45.2% | 7.3% | ||
| Q4 24 | 44.6% | — | ||
| Q3 24 | 32.3% | 12.3% | ||
| Q2 24 | 32.7% | 11.8% | ||
| Q1 24 | 34.4% | 8.5% |
每股收益(稀释后)
DOCS
ROCK
| Q4 25 | $0.31 | — | ||
| Q3 25 | $0.31 | $-2.98 | ||
| Q2 25 | $0.27 | $0.87 | ||
| Q1 25 | $0.31 | — | ||
| Q4 24 | $0.37 | — | ||
| Q3 24 | $0.22 | $1.11 | ||
| Q2 24 | $0.21 | $1.05 | ||
| Q1 24 | $0.20 | — |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $979.3M | $950.4M |
| 总资产 | $1.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
DOCS
ROCK
| Q4 25 | $64.8M | $115.7M | ||
| Q3 25 | $169.2M | $89.4M | ||
| Q2 25 | $137.3M | $43.3M | ||
| Q1 25 | $209.6M | $25.1M | ||
| Q4 24 | $165.3M | $269.5M | ||
| Q3 24 | $184.2M | $228.9M | ||
| Q2 24 | $111.4M | $179.1M | ||
| Q1 24 | $96.8M | $146.7M |
总债务
DOCS
ROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益
DOCS
ROCK
| Q4 25 | $979.3M | $950.4M | ||
| Q3 25 | $1.1B | $951.8M | ||
| Q2 25 | $1.0B | $1.0B | ||
| Q1 25 | $1.1B | $1.0B | ||
| Q4 24 | $1.0B | $1.0B | ||
| Q3 24 | $961.2M | $1.0B | ||
| Q2 24 | $913.6M | $975.7M | ||
| Q1 24 | $901.4M | $940.2M |
总资产
DOCS
ROCK
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.3B | $1.4B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.3B |
负债/权益比
DOCS
ROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | — | $26.2M |
| 自由现金流率自由现金流/营收 | — | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | — | $120.6M |
8季度趋势,按日历期对齐
经营现金流
DOCS
ROCK
| Q4 25 | $60.9M | $35.5M | ||
| Q3 25 | $93.9M | $73.0M | ||
| Q2 25 | $62.1M | $44.9M | ||
| Q1 25 | $98.5M | $13.7M | ||
| Q4 24 | $65.2M | $19.9M | ||
| Q3 24 | $68.3M | $64.7M | ||
| Q2 24 | $41.2M | $36.5M | ||
| Q1 24 | $63.9M | $53.2M |
自由现金流
DOCS
ROCK
| Q4 25 | — | $26.2M | ||
| Q3 25 | — | $64.8M | ||
| Q2 25 | — | $27.3M | ||
| Q1 25 | — | $2.3M | ||
| Q4 24 | — | $14.1M | ||
| Q3 24 | — | $60.5M | ||
| Q2 24 | — | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率
DOCS
ROCK
| Q4 25 | — | 11.7% | ||
| Q3 25 | — | 20.8% | ||
| Q2 25 | — | 8.8% | ||
| Q1 25 | — | 0.8% | ||
| Q4 24 | — | 7.8% | ||
| Q3 24 | — | 21.8% | ||
| Q2 24 | — | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度
DOCS
ROCK
| Q4 25 | — | 4.1% | ||
| Q3 25 | — | 2.6% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | 0.0% | 3.9% | ||
| Q4 24 | 0.0% | 3.3% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | 1.1% | ||
| Q1 24 | 0.0% | 1.5% |
现金转化率
DOCS
ROCK
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | 1.73× | ||
| Q1 25 | 1.58× | 0.65× | ||
| Q4 24 | 0.87× | — | ||
| Q3 24 | 1.55× | 1.90× | ||
| Q2 24 | 1.00× | 1.13× | ||
| Q1 24 | 1.57× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |