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Doximity, Inc.（DOCS）与边疆航空（SNCY）财务数据对比。点击上方公司名可切换其他公司
边疆航空的季度营收约是Doximity, Inc.的1.5倍（$281.0M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 2.9%，领先30.4%），Doximity, Inc.同比增速更快（9.8% vs 7.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs -5.0%）
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。
边疆航空是美国主流超低成本航空公司，总部位于科罗拉多州丹佛市。该航司运营飞往美国本土、加勒比地区、墨西哥及中美洲共120余个目的地的航线，员工规模超过5000人，目前为公开上市企业，枢纽基地覆盖丹佛国际机场、奥兰多国际机场，以及美国本土和波多黎各的另外11座城市。
DOCS vs SNCY — 直观对比
营收规模更大
SNCY
是对方的1.5倍
$185.1M
营收增速更快
DOCS
高出1.9%
7.9%
净利率更高
DOCS
高出30.4%
2.9%
两年增速更快
DOCS
近两年复合增速
-5.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $281.0M |
| 净利润 | $61.6M | $8.1M |
| 毛利率 | 89.9% | — |
| 营业利润率 | 38.9% | 6.5% |
| 净利率 | 33.3% | 2.9% |
| 营收同比 | 9.8% | 7.9% |
| 净利润同比 | -18.1% | -39.4% |
| 每股收益（稀释后） | $0.31 | $0.15 |
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DOCSSNCY
| Q4 25 | $185.1M | $281.0M | ||
| Q3 25 | $168.5M | $255.5M | ||
| Q2 25 | $145.9M | $263.6M | ||
| Q1 25 | $138.3M | $326.6M | ||
| Q4 24 | $168.6M | $260.4M | ||
| Q3 24 | $136.8M | $249.5M | ||
| Q2 24 | $126.7M | $254.4M | ||
| Q1 24 | $118.1M | $311.5M |
净利润DOCSSNCY
| Q4 25 | $61.6M | $8.1M | ||
| Q3 25 | $62.1M | $1.6M | ||
| Q2 25 | $53.3M | $6.6M | ||
| Q1 25 | $62.5M | $36.5M | ||
| Q4 24 | $75.2M | $13.4M | ||
| Q3 24 | $44.2M | $2.3M | ||
| Q2 24 | $41.4M | $1.8M | ||
| Q1 24 | $40.6M | $35.3M |
毛利率DOCSSNCY
| Q4 25 | 89.9% | — | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | — | ||
| Q1 25 | 89.5% | — | ||
| Q4 24 | 91.6% | — | ||
| Q3 24 | 90.0% | — | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | — |
营业利润率DOCSSNCY
| Q4 25 | 38.9% | 6.5% | ||
| Q3 25 | 37.8% | 3.9% | ||
| Q2 25 | 37.4% | 6.2% | ||
| Q1 25 | 35.2% | 17.2% | ||
| Q4 24 | 47.4% | 10.0% | ||
| Q3 24 | 38.8% | 5.0% | ||
| Q2 24 | 36.4% | 4.9% | ||
| Q1 24 | 35.5% | 17.7% |
净利率DOCSSNCY
| Q4 25 | 33.3% | 2.9% | ||
| Q3 25 | 36.8% | 0.6% | ||
| Q2 25 | 36.5% | 2.5% | ||
| Q1 25 | 45.2% | 11.2% | ||
| Q4 24 | 44.6% | 5.2% | ||
| Q3 24 | 32.3% | 0.9% | ||
| Q2 24 | 32.7% | 0.7% | ||
| Q1 24 | 34.4% | 11.3% |
每股收益（稀释后）DOCSSNCY
| Q4 25 | $0.31 | $0.15 | ||
| Q3 25 | $0.31 | $0.03 | ||
| Q2 25 | $0.27 | $0.12 | ||
| Q1 25 | $0.31 | $0.66 | ||
| Q4 24 | $0.37 | $0.25 | ||
| Q3 24 | $0.22 | $0.04 | ||
| Q2 24 | $0.21 | $0.03 | ||
| Q1 24 | $0.20 | $0.64 |
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 | $234.3M |
| 总债务越低越好 | — | $323.3M |
| 股东权益账面价值 | $979.3M | $625.2M |
| 总资产 | $1.2B | $1.7B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资DOCSSNCY
| Q4 25 | $64.8M | $234.3M | ||
| Q3 25 | $169.2M | $176.2M | ||
| Q2 25 | $137.3M | $138.3M | ||
| Q1 25 | $209.6M | $158.8M | ||
| Q4 24 | $165.3M | $187.3M | ||
| Q3 24 | $184.2M | $146.5M | ||
| Q2 24 | $111.4M | $135.2M | ||
| Q1 24 | $96.8M | $161.2M |
总债务DOCSSNCY
| Q4 25 | — | $323.3M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | — | $282.1M | ||
| Q1 25 | — | $312.6M | ||
| Q4 24 | — | $327.1M | ||
| Q3 24 | — | $351.8M | ||
| Q2 24 | — | $365.5M | ||
| Q1 24 | — | $388.1M |
股东权益DOCSSNCY
| Q4 25 | $979.3M | $625.2M | ||
| Q3 25 | $1.1B | $610.2M | ||
| Q2 25 | $1.0B | $613.0M | ||
| Q1 25 | $1.1B | $603.0M | ||
| Q4 24 | $1.0B | $570.4M | ||
| Q3 24 | $961.2M | $552.5M | ||
| Q2 24 | $913.6M | $546.9M | ||
| Q1 24 | $901.4M | $541.0M |
总资产DOCSSNCY
| Q4 25 | $1.2B | $1.7B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.3B | $1.6B | ||
| Q4 24 | $1.2B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $1.1B | $1.6B |
负债/权益比DOCSSNCY
| Q4 25 | — | 0.52× | ||
| Q3 25 | — | 0.49× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.52× | ||
| Q4 24 | — | 0.57× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.67× | ||
| Q1 24 | — | 0.72× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $34.9M |
| 自由现金流率自由现金流/营收 | — | 12.4% |
| 资本支出强度资本支出/营收 | — | 15.7% |
| 现金转化率经营现金流/净利润 | 0.99× | 9.69× |
| 过去12个月自由现金流最近4个季度 | — | $84.0M |
8季度趋势，按日历期对齐
经营现金流DOCSSNCY
| Q4 25 | $60.9M | $78.9M | ||
| Q3 25 | $93.9M | $41.9M | ||
| Q2 25 | $62.1M | $19.8M | ||
| Q1 25 | $98.5M | $16.4M | ||
| Q4 24 | $65.2M | $90.6M | ||
| Q3 24 | $68.3M | $35.4M | ||
| Q2 24 | $41.2M | $8.2M | ||
| Q1 24 | $63.9M | $30.7M |
自由现金流DOCSSNCY
| Q4 25 | — | $34.9M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $14.0M | ||
| Q1 25 | — | $1.0M | ||
| Q4 24 | — | $85.8M | ||
| Q3 24 | — | $31.0M | ||
| Q2 24 | — | $-382.0K | ||
| Q1 24 | — | $1.0M |
自由现金流率DOCSSNCY
| Q4 25 | — | 12.4% | ||
| Q3 25 | — | 13.3% | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 0.3% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | -0.2% | ||
| Q1 24 | — | 0.3% |
资本支出强度DOCSSNCY
| Q4 25 | — | 15.7% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | 0.0% | 4.7% | ||
| Q4 24 | 0.0% | 1.8% | ||
| Q3 24 | 0.0% | 1.8% | ||
| Q2 24 | 0.0% | 3.4% | ||
| Q1 24 | 0.0% | 9.5% |
现金转化率DOCSSNCY
| Q4 25 | 0.99× | 9.69× | ||
| Q3 25 | 1.51× | 27.03× | ||
| Q2 25 | 1.16× | 3.01× | ||
| Q1 25 | 1.58× | 0.45× | ||
| Q4 24 | 0.87× | 6.74× | ||
| Q3 24 | 1.55× | 15.13× | ||
| Q2 24 | 1.00× | 4.50× | ||
| Q1 24 | 1.57× | 0.87× |
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% |
SNCY
| Scheduled Service | $95.6M | 34% |
| Ancillary | $69.3M | 25% |
| Charter Service | $56.6M | 20% |
| Cargo And Freight | $48.0M | 17% |
| Service Other | $11.4M | 4% |
