Q1 26 EPS
$0.36
BEAT +17.23%
Est. $0.31
Q1 26 Revenue
$145.9M
BEAT +4.57%
Est. $139.5M
vs S&P Since Q1 26
-82.4%
TRAILING MARKET
DOCS -65.5% vs S&P +16.9%
Market Reaction
Did DOCS Beat Earnings? Q1 2026 Results
Doximity delivered a standout fiscal Q1 2026, posting non-GAAP diluted EPS of $0.36 against a consensus estimate of $0.31, a 17.23% beat, while revenue climbed 15.2% year-over-year to $145.91 million, clearing expectations of $139.54 million by 4.57%… Read more Doximity delivered a standout fiscal Q1 2026, posting non-GAAP diluted EPS of $0.36 against a consensus estimate of $0.31, a 17.23% beat, while revenue climbed 15.2% year-over-year to $145.91 million, clearing expectations of $139.54 million by 4.57%. The quarter's clearest growth engine was the company's AI suite, which expanded 5x year-over-year as more than 630,000 prescribers engaged with Doximity's workflow tools, a level of platform adoption that helped drive adjusted EBITDA margins to 54.7%, up from 52.0% a year ago. The company also announced the acquisition of Pathway Medical, signaling an intent to deepen its clinical content capabilities as AI becomes central to its commercial narrative. Shares surged roughly 8% in after-hours trading on the print. Looking ahead, Doximity raised its full-year fiscal 2026 revenue outlook to $628 million–$636 million, with Q2 guidance of $157 million–$158 million suggesting the momentum is far from fading, a reminder of what robust platform operating leverage can produce for investors who've seen strong guidance fail to lift shares elsewhere in enterprise software.
Key Takeaways
- • Record engagement across newsfeed, workflow, and AI products
- • AI suite grew 5x year-over-year
- • More than 630,000 prescribers used workflow tools
- • 15% year-over-year revenue growth
- • Adjusted EBITDA margin expansion to 54.7% from 52.0%
DOCS YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
DOCS Revenue by Segment
Business unit performance breakdown
“We began our year with strong profit growth and record engagement across our newsfeed, workflow, and AI products.”
— Jeff Tangney, Q1 2026 Earnings Press Release
DOCS Earnings Trends
DOCS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DOCS EPS Trend
Earnings per share: estimate vs actual
DOCS Revenue Trend
Quarterly revenue: estimate vs actual
DOCS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 MISS FY | $0.28 | $0.26 | -7.93% | $145.4M | +1.02% |
| FY Full Year | $1.55 | $1.52 | -1.72% | $644.9M | +0.20% |
| Q3 26 BEAT | $0.45 | $0.46 | +2.89% | $185.1M | +1.93% |
| Q2 26 BEAT | $0.38 | $0.45 | +18.70% | $168.5M | +6.94% |
| Q1 26 BEAT | $0.31 | $0.36 | +17.23% | $145.9M | +4.57% |
| Q4 25 BEAT FY | $0.27 | $0.38 | +39.25% | $138.3M | +3.20% |
| FY Full Year | $1.31 | $1.42 | +8.41% | $570.4M | +0.15% |