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Doximity, Inc.（DOCS）与Bio-Techne（TECH）财务数据对比。点击上方公司名可切换其他公司
Bio-Techne的季度营收约是Doximity, Inc.的1.6倍（$295.9M vs $185.1M），Doximity, Inc.净利率更高（33.3% vs 12.8%，领先20.4%），Doximity, Inc.同比增速更快（9.8% vs -6.4%），过去两年Doximity, Inc.的营收复合增速更高（25.2% vs 4.2%）
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。
Bio-Techne是美国头部生命科学企业，面向科研、诊断及生物工艺市场需求，研发、生产并销售生命科学试剂、仪器及配套服务，产品及解决方案广泛应用于基础研究、体外诊断、生物医药研发生产等场景，可为相关领域从业者提供可靠的专业工具支持。
DOCS vs TECH — 直观对比
营收规模更大
TECH
是对方的1.6倍
$185.1M
营收增速更快
DOCS
高出16.2%
-6.4%
净利率更高
DOCS
高出20.4%
12.8%
两年增速更快
DOCS
近两年复合增速
4.2%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $185.1M | $295.9M |
| 净利润 | $61.6M | $38.0M |
| 毛利率 | 89.9% | 64.6% |
| 营业利润率 | 38.9% | 18.4% |
| 净利率 | 33.3% | 12.8% |
| 营收同比 | 9.8% | -6.4% |
| 净利润同比 | -18.1% | 68.3% |
| 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DOCSTECH
| Q4 25 | $185.1M | $295.9M | ||
| Q3 25 | $168.5M | — | ||
| Q2 25 | $145.9M | $317.0M | ||
| Q1 25 | $138.3M | $316.2M | ||
| Q4 24 | $168.6M | $297.0M | ||
| Q3 24 | $136.8M | $289.5M | ||
| Q2 24 | $126.7M | $306.1M | ||
| Q1 24 | $118.1M | $303.4M |
净利润DOCSTECH
| Q4 25 | $61.6M | $38.0M | ||
| Q3 25 | $62.1M | — | ||
| Q2 25 | $53.3M | $-17.7M | ||
| Q1 25 | $62.5M | $22.6M | ||
| Q4 24 | $75.2M | $34.9M | ||
| Q3 24 | $44.2M | $33.6M | ||
| Q2 24 | $41.4M | $40.6M | ||
| Q1 24 | $40.6M | $49.1M |
毛利率DOCSTECH
| Q4 25 | 89.9% | 64.6% | ||
| Q3 25 | 90.3% | — | ||
| Q2 25 | 89.2% | 62.7% | ||
| Q1 25 | 89.5% | 67.9% | ||
| Q4 24 | 91.6% | 65.3% | ||
| Q3 24 | 90.0% | 63.2% | ||
| Q2 24 | 89.3% | 66.4% | ||
| Q1 24 | 89.4% | 67.4% |
营业利润率DOCSTECH
| Q4 25 | 38.9% | 18.4% | ||
| Q3 25 | 37.8% | — | ||
| Q2 25 | 37.4% | -7.5% | ||
| Q1 25 | 35.2% | 12.2% | ||
| Q4 24 | 47.4% | 16.0% | ||
| Q3 24 | 38.8% | 13.8% | ||
| Q2 24 | 36.4% | 15.0% | ||
| Q1 24 | 35.5% | 22.1% |
净利率DOCSTECH
| Q4 25 | 33.3% | 12.8% | ||
| Q3 25 | 36.8% | — | ||
| Q2 25 | 36.5% | -5.6% | ||
| Q1 25 | 45.2% | 7.1% | ||
| Q4 24 | 44.6% | 11.7% | ||
| Q3 24 | 32.3% | 11.6% | ||
| Q2 24 | 32.7% | 13.3% | ||
| Q1 24 | 34.4% | 16.2% |
每股收益（稀释后）DOCSTECH
| Q4 25 | $0.31 | $0.24 | ||
| Q3 25 | $0.31 | — | ||
| Q2 25 | $0.27 | $-0.11 | ||
| Q1 25 | $0.31 | $0.14 | ||
| Q4 24 | $0.37 | $0.22 | ||
| Q3 24 | $0.22 | $0.21 | ||
| Q2 24 | $0.21 | $0.26 | ||
| Q1 24 | $0.20 | $0.31 |
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 | $172.9M |
| 总债务越低越好 | — | $260.0M |
| 股东权益账面价值 | $979.3M | $2.0B |
| 总资产 | $1.2B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 0.13× |
8季度趋势，按日历期对齐
现金及短期投资DOCSTECH
| Q4 25 | $64.8M | $172.9M | ||
| Q3 25 | $169.2M | — | ||
| Q2 25 | $137.3M | $162.2M | ||
| Q1 25 | $209.6M | $140.7M | ||
| Q4 24 | $165.3M | $177.5M | ||
| Q3 24 | $184.2M | $187.5M | ||
| Q2 24 | $111.4M | $152.9M | ||
| Q1 24 | $96.8M | $145.3M |
总债务DOCSTECH
| Q4 25 | — | $260.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $346.0M | ||
| Q1 25 | — | $330.0M | ||
| Q4 24 | — | $300.0M | ||
| Q3 24 | — | $300.0M | ||
| Q2 24 | — | $319.0M | ||
| Q1 24 | — | $389.0M |
股东权益DOCSTECH
| Q4 25 | $979.3M | $2.0B | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.0B | $1.9B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $961.2M | $2.1B | ||
| Q2 24 | $913.6M | $2.1B | ||
| Q1 24 | $901.4M | $2.0B |
总资产DOCSTECH
| Q4 25 | $1.2B | $2.5B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.3B | $2.6B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $1.1B | $2.7B | ||
| Q2 24 | $1.1B | $2.7B | ||
| Q1 24 | $1.1B | $2.7B |
负债/权益比DOCSTECH
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.16× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× | ||
| Q1 24 | — | 0.19× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCSTECH
| Q4 25 | $60.9M | — | ||
| Q3 25 | $93.9M | — | ||
| Q2 25 | $62.1M | $98.2M | ||
| Q1 25 | $98.5M | $41.1M | ||
| Q4 24 | $65.2M | $84.3M | ||
| Q3 24 | $68.3M | $63.9M | ||
| Q2 24 | $41.2M | $75.5M | ||
| Q1 24 | $63.9M | $81.0M |
自由现金流DOCSTECH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $93.3M | ||
| Q1 25 | — | $31.0M | ||
| Q4 24 | — | $77.5M | ||
| Q3 24 | — | $54.7M | ||
| Q2 24 | — | $57.5M | ||
| Q1 24 | — | $64.5M |
自由现金流率DOCSTECH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 29.4% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 26.1% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 18.8% | ||
| Q1 24 | — | 21.3% |
资本支出强度DOCSTECH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | 0.0% | 3.2% | ||
| Q4 24 | 0.0% | 2.3% | ||
| Q3 24 | 0.0% | 3.2% | ||
| Q2 24 | 0.0% | 5.9% | ||
| Q1 24 | 0.0% | 5.4% |
现金转化率DOCSTECH
| Q4 25 | 0.99× | — | ||
| Q3 25 | 1.51× | — | ||
| Q2 25 | 1.16× | — | ||
| Q1 25 | 1.58× | 1.82× | ||
| Q4 24 | 0.87× | 2.42× | ||
| Q3 24 | 1.55× | 1.90× | ||
| Q2 24 | 1.00× | 1.86× | ||
| Q1 24 | 1.57× | 1.65× |
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% |
TECH
| Diagnostics And Spatial Biology | $81.2M | 27% |
| EMEA Excluding UK | $75.4M | 25% |
| Other | $42.4M | 14% |
| Instruments | $29.6M | 10% |
| APAC Excluding Greater China | $22.7M | 8% |
| Services | $22.3M | 8% |
| GB | $13.7M | 5% |
| Royalty | $8.5M | 3% |
