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Doximity, Inc.（DOCS）与STRATTEC SECURITY CORP（STRT）财务数据对比。点击上方公司名可切换其他公司
Doximity, Inc.的季度营收约是STRATTEC SECURITY CORP的1.3倍（$185.1M vs $137.5M），Doximity, Inc.净利率更高（33.3% vs 3.6%，领先29.7%），Doximity, Inc.同比增速更快（9.8% vs 5.9%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 7.7%）
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。
STRATTEC安全公司是专业的汽车安全访问解决方案供应商，主营汽车机械与电子锁具、钥匙、无钥匙进入系统等产品，主要服务全球汽车整车厂商、重型车辆制造商及汽车后市场客户，业务覆盖北美、欧洲、亚太等地区。
DOCS vs STRT — 直观对比
营收规模更大
DOCS
是对方的1.3倍
$137.5M
营收增速更快
DOCS
高出3.9%
5.9%
净利率更高
DOCS
高出29.7%
3.6%
两年增速更快
DOCS
近两年复合增速
7.7%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $137.5M |
| 净利润 | $61.6M | $4.9M |
| 毛利率 | 89.9% | 16.5% |
| 营业利润率 | 38.9% | 3.5% |
| 净利率 | 33.3% | 3.6% |
| 营收同比 | 9.8% | 5.9% |
| 净利润同比 | -18.1% | 275.1% |
| 每股收益（稀释后） | $0.31 | $1.20 |
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DOCSSTRT
| Q4 25 | $185.1M | $137.5M | ||
| Q3 25 | $168.5M | $152.4M | ||
| Q2 25 | $145.9M | $152.0M | ||
| Q1 25 | $138.3M | $144.1M | ||
| Q4 24 | $168.6M | $129.9M | ||
| Q3 24 | $136.8M | $139.1M | ||
| Q2 24 | $126.7M | — | ||
| Q1 24 | $118.1M | $140.8M |
净利润DOCSSTRT
| Q4 25 | $61.6M | $4.9M | ||
| Q3 25 | $62.1M | $8.5M | ||
| Q2 25 | $53.3M | $8.3M | ||
| Q1 25 | $62.5M | $5.4M | ||
| Q4 24 | $75.2M | $1.3M | ||
| Q3 24 | $44.2M | $3.7M | ||
| Q2 24 | $41.4M | — | ||
| Q1 24 | $40.6M | $1.5M |
毛利率DOCSSTRT
| Q4 25 | 89.9% | 16.5% | ||
| Q3 25 | 90.3% | 17.3% | ||
| Q2 25 | 89.2% | 16.7% | ||
| Q1 25 | 89.5% | 16.0% | ||
| Q4 24 | 91.6% | 13.2% | ||
| Q3 24 | 90.0% | 13.6% | ||
| Q2 24 | 89.3% | — | ||
| Q1 24 | 89.4% | 10.4% |
营业利润率DOCSSTRT
| Q4 25 | 38.9% | 3.5% | ||
| Q3 25 | 37.8% | 6.9% | ||
| Q2 25 | 37.4% | 5.6% | ||
| Q1 25 | 35.2% | 4.9% | ||
| Q4 24 | 47.4% | 1.6% | ||
| Q3 24 | 38.8% | 3.6% | ||
| Q2 24 | 36.4% | — | ||
| Q1 24 | 35.5% | 1.4% |
净利率DOCSSTRT
| Q4 25 | 33.3% | 3.6% | ||
| Q3 25 | 36.8% | 5.6% | ||
| Q2 25 | 36.5% | 5.4% | ||
| Q1 25 | 45.2% | 3.7% | ||
| Q4 24 | 44.6% | 1.0% | ||
| Q3 24 | 32.3% | 2.7% | ||
| Q2 24 | 32.7% | — | ||
| Q1 24 | 34.4% | 1.1% |
每股收益（稀释后）DOCSSTRT
| Q4 25 | $0.31 | $1.20 | ||
| Q3 25 | $0.31 | $2.07 | ||
| Q2 25 | $0.27 | $2.02 | ||
| Q1 25 | $0.31 | $1.32 | ||
| Q4 24 | $0.37 | $0.32 | ||
| Q3 24 | $0.22 | $0.92 | ||
| Q2 24 | $0.21 | — | ||
| Q1 24 | $0.20 | $0.37 |
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 | $99.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $979.3M | $236.8M |
| 总资产 | $1.2B | $392.2M |
| 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DOCSSTRT
| Q4 25 | $64.8M | $99.0M | ||
| Q3 25 | $169.2M | $90.5M | ||
| Q2 25 | $137.3M | $84.6M | ||
| Q1 25 | $209.6M | $62.1M | ||
| Q4 24 | $165.3M | $42.6M | ||
| Q3 24 | $184.2M | $34.4M | ||
| Q2 24 | $111.4M | — | ||
| Q1 24 | $96.8M | $9.6M |
股东权益DOCSSTRT
| Q4 25 | $979.3M | $236.8M | ||
| Q3 25 | $1.1B | $230.5M | ||
| Q2 25 | $1.0B | $221.6M | ||
| Q1 25 | $1.1B | $210.7M | ||
| Q4 24 | $1.0B | $204.5M | ||
| Q3 24 | $961.2M | $203.0M | ||
| Q2 24 | $913.6M | — | ||
| Q1 24 | $901.4M | $193.8M |
总资产DOCSSTRT
| Q4 25 | $1.2B | $392.2M | ||
| Q3 25 | $1.3B | $390.1M | ||
| Q2 25 | $1.2B | $391.5M | ||
| Q1 25 | $1.3B | $387.4M | ||
| Q4 24 | $1.2B | $355.9M | ||
| Q3 24 | $1.1B | $366.9M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.1B | $348.5M |
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 | $13.9M |
| 自由现金流经营现金流 - 资本支出 | — | $11.3M |
| 自由现金流率自由现金流/营收 | — | 8.2% |
| 资本支出强度资本支出/营收 | — | 1.9% |
| 现金转化率经营现金流/净利润 | 0.99× | 2.81× |
| 过去12个月自由现金流最近4个季度 | — | $67.8M |
8季度趋势，按日历期对齐
经营现金流DOCSSTRT
| Q4 25 | $60.9M | $13.9M | ||
| Q3 25 | $93.9M | $11.3M | ||
| Q2 25 | $62.1M | $30.2M | ||
| Q1 25 | $98.5M | $20.7M | ||
| Q4 24 | $65.2M | $9.4M | ||
| Q3 24 | $68.3M | $11.3M | ||
| Q2 24 | $41.2M | — | ||
| Q1 24 | $63.9M | $-309.0K |
自由现金流DOCSSTRT
| Q4 25 | — | $11.3M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | — | $27.2M | ||
| Q1 25 | — | $19.6M | ||
| Q4 24 | — | $8.5M | ||
| Q3 24 | — | $9.3M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-2.0M |
自由现金流率DOCSSTRT
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 6.4% | ||
| Q2 25 | — | 17.9% | ||
| Q1 25 | — | 13.6% | ||
| Q4 24 | — | 6.6% | ||
| Q3 24 | — | 6.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.4% |
资本支出强度DOCSSTRT
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | 0.0% | 0.8% | ||
| Q4 24 | 0.0% | 0.7% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | 1.2% |
现金转化率DOCSSTRT
| Q4 25 | 0.99× | 2.81× | ||
| Q3 25 | 1.51× | 1.33× | ||
| Q2 25 | 1.16× | 3.65× | ||
| Q1 25 | 1.58× | 3.84× | ||
| Q4 24 | 0.87× | 7.16× | ||
| Q3 24 | 1.55× | 3.06× | ||
| Q2 24 | 1.00× | — | ||
| Q1 24 | 1.57× | -0.21× |
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% |
STRT
| Door Handles And Exterior Trim | $35.0M | 25% |
| Power Access Solutions | $34.5M | 25% |
| Keys And Locksets | $26.8M | 19% |
| Latches | $16.3M | 12% |
| User Interface Controls | $12.5M | 9% |
| Aftermarket And Service | $9.4M | 7% |
| Other Product | $3.1M | 2% |
| Related Party | $1.3M | 1% |
