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DOCUSIGN, INC.（DOCU）与INNOSPEC INC.（IOSP）财务数据对比。点击上方公司名可切换其他公司
DOCUSIGN, INC.的季度营收约是INNOSPEC INC.的1.8倍（$818.4M vs $453.2M），DOCUSIGN, INC.净利率更高（10.2% vs 6.8%，领先3.4%），DOCUSIGN, INC.同比增速更快（8.4% vs 2.8%）
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。
Innospec Inc.是一家美国特种化学品企业，前身为奥克泰尔公司及联合奥克泰尔有限公司，旗下设有三大业务板块：高性能化学品业务覆盖个人护理、家居护理、农化、采矿及工业市场；燃料特种化学品业务专注于生产和供应燃油添加剂；油田服务业务则提供钻井、完井及采油相关化学品。
DOCU vs IOSP — 直观对比
营收规模更大
DOCU
是对方的1.8倍
$453.2M
营收增速更快
DOCU
高出5.6%
2.8%
净利率更高
DOCU
高出3.4%
6.8%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $453.2M |
| 净利润 | $83.7M | $30.8M |
| 毛利率 | 79.2% | 27.3% |
| 营业利润率 | 10.4% | 8.1% |
| 净利率 | 10.2% | 6.8% |
| 营收同比 | 8.4% | 2.8% |
| 净利润同比 | 34.1% | -8.3% |
| 每股收益（稀释后） | $0.40 | $1.22 |
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DOCUIOSP
| Q1 26 | — | $453.2M | ||
| Q4 25 | $818.4M | $455.6M | ||
| Q3 25 | $800.6M | $441.9M | ||
| Q2 25 | $763.7M | $439.7M | ||
| Q1 25 | — | $440.8M | ||
| Q4 24 | — | $466.8M | ||
| Q3 24 | — | $443.4M | ||
| Q2 24 | — | $435.0M |
净利润DOCUIOSP
| Q1 26 | — | $30.8M | ||
| Q4 25 | $83.7M | $47.4M | ||
| Q3 25 | $63.0M | $12.9M | ||
| Q2 25 | $72.1M | $23.5M | ||
| Q1 25 | — | $32.8M | ||
| Q4 24 | — | $-70.4M | ||
| Q3 24 | — | $33.4M | ||
| Q2 24 | — | $31.2M |
毛利率DOCUIOSP
| Q1 26 | — | 27.3% | ||
| Q4 25 | 79.2% | 28.0% | ||
| Q3 25 | 79.3% | 26.4% | ||
| Q2 25 | 79.4% | 28.0% | ||
| Q1 25 | — | 28.4% | ||
| Q4 24 | — | 29.2% | ||
| Q3 24 | — | 28.0% | ||
| Q2 24 | — | 29.2% |
营业利润率DOCUIOSP
| Q1 26 | — | 8.1% | ||
| Q4 25 | 10.4% | 10.3% | ||
| Q3 25 | 8.1% | 1.3% | ||
| Q2 25 | 7.9% | 7.8% | ||
| Q1 25 | — | 9.6% | ||
| Q4 24 | — | 8.8% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 9.4% |
净利率DOCUIOSP
| Q1 26 | — | 6.8% | ||
| Q4 25 | 10.2% | 10.4% | ||
| Q3 25 | 7.9% | 2.9% | ||
| Q2 25 | 9.4% | 5.3% | ||
| Q1 25 | — | 7.4% | ||
| Q4 24 | — | -15.1% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 7.2% |
每股收益（稀释后）DOCUIOSP
| Q1 26 | — | $1.22 | ||
| Q4 25 | $0.40 | $1.90 | ||
| Q3 25 | $0.30 | $0.52 | ||
| Q2 25 | $0.34 | $0.94 | ||
| Q1 25 | — | $1.31 | ||
| Q4 24 | — | $-2.80 | ||
| Q3 24 | — | $1.33 | ||
| Q2 24 | — | $1.24 |
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 | $289.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.0B | $1.4B |
| 总资产 | $4.0B | $1.8B |
| 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DOCUIOSP
| Q1 26 | — | $289.1M | ||
| Q4 25 | $583.3M | $292.5M | ||
| Q3 25 | $600.0M | $270.8M | ||
| Q2 25 | $657.4M | $266.6M | ||
| Q1 25 | — | $299.8M | ||
| Q4 24 | — | $289.2M | ||
| Q3 24 | — | $303.8M | ||
| Q2 24 | — | $240.2M |
股东权益DOCUIOSP
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.0B | $1.3B | ||
| Q3 25 | $2.0B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
总资产DOCUIOSP
| Q1 26 | — | $1.8B | ||
| Q4 25 | $4.0B | $1.8B | ||
| Q3 25 | $3.9B | $1.8B | ||
| Q2 25 | $3.9B | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.7B |
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 | $17.6M |
| 自由现金流经营现金流 - 资本支出 | $262.9M | — |
| 自由现金流率自由现金流/营收 | 32.1% | — |
| 资本支出强度资本支出/营收 | 3.3% | 2.0% |
| 现金转化率经营现金流/净利润 | 3.47× | 0.57× |
| 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DOCUIOSP
| Q1 26 | — | $17.6M | ||
| Q4 25 | $290.3M | $61.4M | ||
| Q3 25 | $246.1M | $39.3M | ||
| Q2 25 | $251.4M | $9.3M | ||
| Q1 25 | — | $28.3M | ||
| Q4 24 | — | $25.7M | ||
| Q3 24 | — | $73.5M | ||
| Q2 24 | — | $4.7M |
自由现金流DOCUIOSP
| Q1 26 | — | — | ||
| Q4 25 | $262.9M | $46.8M | ||
| Q3 25 | $217.6M | $25.0M | ||
| Q2 25 | $227.8M | $-3.7M | ||
| Q1 25 | — | $19.9M | ||
| Q4 24 | — | $13.6M | ||
| Q3 24 | — | $65.8M | ||
| Q2 24 | — | $-6.2M |
自由现金流率DOCUIOSP
| Q1 26 | — | — | ||
| Q4 25 | 32.1% | 10.3% | ||
| Q3 25 | 27.2% | 5.7% | ||
| Q2 25 | 29.8% | -0.8% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | 2.9% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | -1.4% |
资本支出强度DOCUIOSP
| Q1 26 | — | 2.0% | ||
| Q4 25 | 3.3% | 3.2% | ||
| Q3 25 | 3.6% | 3.2% | ||
| Q2 25 | 3.1% | 3.0% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.5% |
现金转化率DOCUIOSP
| Q1 26 | — | 0.57× | ||
| Q4 25 | 3.47× | 1.30× | ||
| Q3 25 | 3.91× | 3.05× | ||
| Q2 25 | 3.49× | 0.40× | ||
| Q1 25 | — | 0.86× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.20× | ||
| Q2 24 | — | 0.15× |
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% |
IOSP
暂无分部数据
