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DOCUSIGN, INC.（DOCU）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是DOCUSIGN, INC.的1.7倍（$1.4B vs $818.4M），瑞思迈净利率更高（27.6% vs 10.2%，领先17.4%），瑞思迈同比增速更快（11.0% vs 8.4%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
DOCU vs RMD — 直观对比
营收规模更大
RMD
是对方的1.7倍
$818.4M
营收增速更快
RMD
高出2.6%
8.4%
净利率更高
RMD
高出17.4%
10.2%
损益表 — Q3 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $818.4M | $1.4B |
| 净利润 | $83.7M | $392.6M |
| 毛利率 | 79.2% | 61.8% |
| 营业利润率 | 10.4% | 34.6% |
| 净利率 | 10.2% | 27.6% |
| 营收同比 | 8.4% | 11.0% |
| 净利润同比 | 34.1% | 13.9% |
| 每股收益（稀释后） | $0.40 | $2.68 |
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DOCURMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $818.4M | $1.4B | ||
| Q3 25 | $800.6M | $1.3B | ||
| Q2 25 | $763.7M | $1.3B | ||
| Q1 25 | — | $1.3B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
净利润DOCURMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $83.7M | $392.6M | ||
| Q3 25 | $63.0M | $348.5M | ||
| Q2 25 | $72.1M | $379.7M | ||
| Q1 25 | — | $365.0M | ||
| Q4 24 | — | $344.6M | ||
| Q3 24 | — | $311.4M | ||
| Q2 24 | — | $292.2M |
毛利率DOCURMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | 79.2% | 61.8% | ||
| Q3 25 | 79.3% | 61.5% | ||
| Q2 25 | 79.4% | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | — | 58.5% |
营业利润率DOCURMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 10.4% | 34.6% | ||
| Q3 25 | 8.1% | 33.4% | ||
| Q2 25 | 7.9% | 33.7% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 31.6% | ||
| Q2 24 | — | 31.2% |
净利率DOCURMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 10.2% | 27.6% | ||
| Q3 25 | 7.9% | 26.1% | ||
| Q2 25 | 9.4% | 28.2% | ||
| Q1 25 | — | 28.3% | ||
| Q4 24 | — | 26.9% | ||
| Q3 24 | — | 25.4% | ||
| Q2 24 | — | 23.9% |
每股收益（稀释后）DOCURMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.40 | $2.68 | ||
| Q3 25 | $0.30 | $2.37 | ||
| Q2 25 | $0.34 | $2.58 | ||
| Q1 25 | — | $2.48 | ||
| Q4 24 | — | $2.34 | ||
| Q3 24 | — | $2.11 | ||
| Q2 24 | — | $1.97 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $2.0B | $6.3B |
| 总资产 | $4.0B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资DOCURMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $583.3M | $1.4B | ||
| Q3 25 | $600.0M | $1.4B | ||
| Q2 25 | $657.4M | $1.2B | ||
| Q1 25 | — | $932.7M | ||
| Q4 24 | — | $521.9M | ||
| Q3 24 | — | $426.4M | ||
| Q2 24 | — | $238.4M |
总债务DOCURMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益DOCURMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $2.0B | $6.3B | ||
| Q3 25 | $2.0B | $6.1B | ||
| Q2 25 | $2.0B | $6.0B | ||
| Q1 25 | — | $5.5B | ||
| Q4 24 | — | $5.3B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $4.9B |
总资产DOCURMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $4.0B | $8.5B | ||
| Q3 25 | $3.9B | $8.3B | ||
| Q2 25 | $3.9B | $8.2B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.1B | ||
| Q3 24 | — | $7.2B | ||
| Q2 24 | — | $6.9B |
负债/权益比DOCURMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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 | — |
| 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% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流DOCURMD
| Q2 26 | — | — | ||
| Q4 25 | $290.3M | $339.7M | ||
| Q3 25 | $246.1M | $457.3M | ||
| Q2 25 | $251.4M | $538.8M | ||
| Q1 25 | — | $578.7M | ||
| Q4 24 | — | $308.6M | ||
| Q3 24 | — | $325.5M | ||
| Q2 24 | — | $440.1M |
自由现金流DOCURMD
| Q2 26 | — | — | ||
| Q4 25 | $262.9M | $311.2M | ||
| Q3 25 | $217.6M | $414.4M | ||
| Q2 25 | $227.8M | $508.2M | ||
| Q1 25 | — | $557.9M | ||
| Q4 24 | — | $288.0M | ||
| Q3 24 | — | $307.7M | ||
| Q2 24 | — | $415.2M |
自由现金流率DOCURMD
| Q2 26 | — | — | ||
| Q4 25 | 32.1% | 21.9% | ||
| Q3 25 | 27.2% | 31.0% | ||
| Q2 25 | 29.8% | 37.7% | ||
| Q1 25 | — | 43.2% | ||
| Q4 24 | — | 22.5% | ||
| Q3 24 | — | 25.1% | ||
| Q2 24 | — | 33.9% |
资本支出强度DOCURMD
| Q2 26 | — | — | ||
| Q4 25 | 3.3% | 2.0% | ||
| Q3 25 | 3.6% | 3.2% | ||
| Q2 25 | 3.1% | 2.3% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.0% |
现金转化率DOCURMD
| Q2 26 | — | — | ||
| Q4 25 | 3.47× | 0.87× | ||
| Q3 25 | 3.91× | 1.31× | ||
| Q2 25 | 3.49× | 1.42× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | — | 1.51× |
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% |
RMD
暂无分部数据
