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DOCUSIGN, INC.（DOCU）与艺达思集团（IEX）财务数据对比。点击上方公司名可切换其他公司
艺达思集团的季度营收约是DOCUSIGN, INC.的1.1倍（$899.1M vs $818.4M），艺达思集团净利率更高（14.3% vs 10.2%，领先4.0%），艺达思集团同比增速更快（376.5% vs 8.4%），DOCUSIGN, INC.自由现金流更多（$262.9M vs $189.8M）
DocuSign是总部位于美国加利福尼亚州旧金山的软件企业，为各类机构提供多设备支持的电子协议管理及电子签名相关产品。截至2025年，公司在180个国家拥有约170万客户，其处理的签名符合美国ESIGN法案、欧盟eIDAS法规要求，满足欧盟高级及合格签名标准。
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
DOCU vs IEX — 直观对比
营收规模更大
IEX
是对方的1.1倍
$818.4M
营收增速更快
IEX
高出368.1%
8.4%
净利率更高
IEX
高出4.0%
10.2%
自由现金流更多
DOCU
多$73.1M
$189.8M
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $899.1M |
| 净利润 | $83.7M | $128.3M |
| 毛利率 | 79.2% | 43.1% |
| 营业利润率 | 10.4% | 20.4% |
| 净利率 | 10.2% | 14.3% |
| 营收同比 | 8.4% | 376.5% |
| 净利润同比 | 34.1% | 688.5% |
| 每股收益（稀释后） | $0.40 | $1.71 |
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DOCUIEX
| Q1 26 | — | $899.1M | ||
| Q4 25 | $818.4M | $899.1M | ||
| Q3 25 | $800.6M | $878.7M | ||
| Q2 25 | $763.7M | $865.4M | ||
| Q1 25 | — | $814.3M | ||
| Q4 24 | — | $862.9M | ||
| Q3 24 | — | $798.2M | ||
| Q2 24 | — | $807.2M |
净利润DOCUIEX
| Q1 26 | — | $128.3M | ||
| Q4 25 | $83.7M | $128.3M | ||
| Q3 25 | $63.0M | $127.8M | ||
| Q2 25 | $72.1M | $131.6M | ||
| Q1 25 | — | $95.5M | ||
| Q4 24 | — | $123.2M | ||
| Q3 24 | — | $119.1M | ||
| Q2 24 | — | $141.3M |
毛利率DOCUIEX
| Q1 26 | — | 43.1% | ||
| Q4 25 | 79.2% | 43.1% | ||
| Q3 25 | 79.3% | 44.5% | ||
| Q2 25 | 79.4% | 45.3% | ||
| Q1 25 | — | 45.3% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 44.3% | ||
| Q2 24 | — | 45.4% |
营业利润率DOCUIEX
| Q1 26 | — | 20.4% | ||
| Q4 25 | 10.4% | 20.4% | ||
| Q3 25 | 8.1% | 21.1% | ||
| Q2 25 | 7.9% | 21.7% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 22.6% |
净利率DOCUIEX
| Q1 26 | — | 14.3% | ||
| Q4 25 | 10.2% | 14.3% | ||
| Q3 25 | 7.9% | 14.5% | ||
| Q2 25 | 9.4% | 15.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 14.9% | ||
| Q2 24 | — | 17.5% |
每股收益（稀释后）DOCUIEX
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.40 | $1.71 | ||
| Q3 25 | $0.30 | $1.70 | ||
| Q2 25 | $0.34 | $1.74 | ||
| Q1 25 | — | $1.26 | ||
| Q4 24 | — | $1.61 | ||
| Q3 24 | — | $1.57 | ||
| Q2 24 | — | $1.86 |
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 | $583.3M | $580.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $4.0B |
| 总资产 | $4.0B | $6.9B |
| 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DOCUIEX
| Q1 26 | — | $580.0M | ||
| Q4 25 | $583.3M | $580.0M | ||
| Q3 25 | $600.0M | $593.8M | ||
| Q2 25 | $657.4M | $568.2M | ||
| Q1 25 | — | $594.1M | ||
| Q4 24 | — | $620.8M | ||
| Q3 24 | — | $633.2M | ||
| Q2 24 | — | $700.7M |
总债务DOCUIEX
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $1.3B |
股东权益DOCUIEX
| Q1 26 | — | $4.0B | ||
| Q4 25 | $2.0B | $4.0B | ||
| Q3 25 | $2.0B | $4.0B | ||
| Q2 25 | $2.0B | $4.0B | ||
| Q1 25 | — | $3.9B | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | $3.7B |
总资产DOCUIEX
| Q1 26 | — | $6.9B | ||
| Q4 25 | $4.0B | $6.9B | ||
| Q3 25 | $3.9B | $7.0B | ||
| Q2 25 | $3.9B | $6.9B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $7.0B | ||
| Q2 24 | — | $5.9B |
负债/权益比DOCUIEX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.45× | ||
| Q3 25 | — | 0.48× | ||
| Q2 25 | — | 0.46× | ||
| Q1 25 | — | 0.50× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.36× |
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 | $290.3M | — |
| 自由现金流经营现金流 - 资本支出 | $262.9M | $189.8M |
| 自由现金流率自由现金流/营收 | 32.1% | 21.1% |
| 资本支出强度资本支出/营收 | 3.3% | 7.1% |
| 现金转化率经营现金流/净利润 | 3.47× | — |
| 过去12个月自由现金流最近4个季度 | — | $715.2M |
8季度趋势，按日历期对齐
经营现金流DOCUIEX
| Q1 26 | — | — | ||
| Q4 25 | $290.3M | $209.5M | ||
| Q3 25 | $246.1M | $203.5M | ||
| Q2 25 | $251.4M | $161.7M | ||
| Q1 25 | — | $105.7M | ||
| Q4 24 | — | $172.6M | ||
| Q3 24 | — | $205.3M | ||
| Q2 24 | — | $133.6M |
自由现金流DOCUIEX
| Q1 26 | — | $189.8M | ||
| Q4 25 | $262.9M | $189.8M | ||
| Q3 25 | $217.6M | $188.7M | ||
| Q2 25 | $227.8M | $146.9M | ||
| Q1 25 | — | $91.4M | ||
| Q4 24 | — | $157.1M | ||
| Q3 24 | — | $191.6M | ||
| Q2 24 | — | $117.7M |
自由现金流率DOCUIEX
| Q1 26 | — | 21.1% | ||
| Q4 25 | 32.1% | 21.1% | ||
| Q3 25 | 27.2% | 21.5% | ||
| Q2 25 | 29.8% | 17.0% | ||
| Q1 25 | — | 11.2% | ||
| Q4 24 | — | 18.2% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 14.6% |
资本支出强度DOCUIEX
| Q1 26 | — | 7.1% | ||
| Q4 25 | 3.3% | 2.2% | ||
| Q3 25 | 3.6% | 1.7% | ||
| Q2 25 | 3.1% | 1.7% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.8% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.0% |
现金转化率DOCUIEX
| Q1 26 | — | — | ||
| Q4 25 | 3.47× | 1.63× | ||
| Q3 25 | 3.91× | 1.59× | ||
| Q2 25 | 3.49× | 1.23× | ||
| Q1 25 | — | 1.11× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.72× | ||
| Q2 24 | — | 0.95× |
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
DOCU
| Subscription And Circulation | $801.0M | 98% |
| Professional Services And Other | $17.4M | 2% |
IEX
暂无分部数据
