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ADVANCED ENERGY INDUSTRIES INC（AEIS）与LifeStance Health Group, Inc.（LFST）财务数据对比。点击上方公司名可切换其他公司
ADVANCED ENERGY INDUSTRIES INC的季度营收约是LifeStance Health Group, Inc.的1.3倍（$489.4M vs $382.2M），ADVANCED ENERGY INDUSTRIES INC净利率更高（10.7% vs 3.1%，领先7.6%），ADVANCED ENERGY INDUSTRIES INC同比增速更快（17.8% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $43.0M），过去两年ADVANCED ENERGY INDUSTRIES INC的营收复合增速更高（22.2% vs 12.8%）
Advanced Energy Industries是总部位于美国科罗拉多州丹佛市的跨国科技企业，专注研发精密电源转换、测量及控制技术，相关技术广泛应用于半导体、平板显示、数据存储、通信网络设备、工业涂层、医疗设备、太阳能电池、建筑玻璃等领域的生产制造环节。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
AEIS vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $489.4M | $382.2M |
| 净利润 | $52.3M | $11.7M |
| 毛利率 | 38.6% | — |
| 营业利润率 | 11.6% | 4.7% |
| 净利率 | 10.7% | 3.1% |
| 营收同比 | 17.8% | 17.4% |
| 净利润同比 | 7.4% | 264.1% |
| 每股收益（稀释后） | $1.32 | — |
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
| Q4 25 | $489.4M | $382.2M | ||
| Q3 25 | $463.3M | $363.8M | ||
| Q2 25 | $441.5M | $345.3M | ||
| Q1 25 | $404.6M | $333.0M | ||
| Q4 24 | $415.4M | $325.5M | ||
| Q3 24 | $374.2M | $312.7M | ||
| Q2 24 | $364.9M | $312.3M | ||
| Q1 24 | $327.5M | $300.4M |
| Q4 25 | $52.3M | $11.7M | ||
| Q3 25 | $46.2M | $1.1M | ||
| Q2 25 | $25.2M | $-3.8M | ||
| Q1 25 | $24.7M | $709.0K | ||
| Q4 24 | $48.7M | $-7.1M | ||
| Q3 24 | $-14.9M | $-6.0M | ||
| Q2 24 | $15.0M | $-23.3M | ||
| Q1 24 | $5.4M | $-21.1M |
| Q4 25 | 38.6% | — | ||
| Q3 25 | 37.6% | — | ||
| Q2 25 | 37.0% | — | ||
| Q1 25 | 37.2% | — | ||
| Q4 24 | 37.2% | — | ||
| Q3 24 | 35.8% | — | ||
| Q2 24 | 35.0% | — | ||
| Q1 24 | 34.5% | — |
| Q4 25 | 11.6% | 4.7% | ||
| Q3 25 | 10.6% | 2.0% | ||
| Q2 25 | 7.2% | -0.9% | ||
| Q1 25 | 7.6% | 0.5% | ||
| Q4 24 | 8.2% | 0.3% | ||
| Q3 24 | -3.0% | 0.0% | ||
| Q2 24 | 3.6% | -5.1% | ||
| Q1 24 | 0.2% | -5.6% |
| Q4 25 | 10.7% | 3.1% | ||
| Q3 25 | 10.0% | 0.3% | ||
| Q2 25 | 5.7% | -1.1% | ||
| Q1 25 | 6.1% | 0.2% | ||
| Q4 24 | 11.7% | -2.2% | ||
| Q3 24 | -4.0% | -1.9% | ||
| Q2 24 | 4.1% | -7.5% | ||
| Q1 24 | 1.6% | -7.0% |
| Q4 25 | $1.32 | — | ||
| Q3 25 | $1.20 | — | ||
| Q2 25 | $0.67 | — | ||
| Q1 25 | $0.65 | — | ||
| Q4 24 | $1.29 | — | ||
| Q3 24 | $-0.40 | — | ||
| Q2 24 | $0.40 | — | ||
| Q1 24 | $0.14 | — |
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 | $791.2M | $248.6M |
| 总债务越低越好 | $567.5M | $282.8M |
| 股东权益账面价值 | $1.4B | $1.5B |
| 总资产 | $2.5B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.42× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $791.2M | $248.6M | ||
| Q3 25 | $758.6M | $203.9M | ||
| Q2 25 | $713.5M | $188.9M | ||
| Q1 25 | $723.0M | $134.3M | ||
| Q4 24 | $722.1M | $154.6M | ||
| Q3 24 | $657.3M | $102.6M | ||
| Q2 24 | $986.1M | $87.0M | ||
| Q1 24 | $1.0B | $49.5M |
| Q4 25 | $567.5M | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $564.7M | $290.0M | ||
| Q3 24 | $564.0M | $287.3M | ||
| Q2 24 | $907.3M | $288.0M | ||
| Q1 24 | $911.5M | $288.8M |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
| Q4 25 | $2.5B | $2.2B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.5B | $2.1B | ||
| Q1 24 | $2.5B | $2.1B |
| Q4 25 | 0.42× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 0.47× | 0.20× | ||
| Q3 24 | 0.48× | 0.20× | ||
| Q2 24 | 0.78× | 0.20× | ||
| Q1 24 | 0.80× | 0.20× |
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 | $80.5M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $43.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 8.8% | 12.2% |
| 资本支出强度资本支出/营收 | 7.7% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.54× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $125.9M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $80.5M | $57.6M | ||
| Q3 25 | $78.7M | $27.3M | ||
| Q2 25 | $45.2M | $64.4M | ||
| Q1 25 | $28.9M | $-3.1M | ||
| Q4 24 | $82.7M | $62.3M | ||
| Q3 24 | $34.1M | $22.7M | ||
| Q2 24 | $6.7M | $44.1M | ||
| Q1 24 | $7.3M | $-21.8M |
| Q4 25 | $43.0M | $46.6M | ||
| Q3 25 | $50.8M | $17.0M | ||
| Q2 25 | $17.1M | $56.6M | ||
| Q1 25 | $15.0M | $-10.3M | ||
| Q4 24 | $69.9M | $56.0M | ||
| Q3 24 | $21.4M | $17.7M | ||
| Q2 24 | $-8.1M | $39.0M | ||
| Q1 24 | $-9.3M | $-26.9M |
| Q4 25 | 8.8% | 12.2% | ||
| Q3 25 | 11.0% | 4.7% | ||
| Q2 25 | 3.9% | 16.4% | ||
| Q1 25 | 3.7% | -3.1% | ||
| Q4 24 | 16.8% | 17.2% | ||
| Q3 24 | 5.7% | 5.7% | ||
| Q2 24 | -2.2% | 12.5% | ||
| Q1 24 | -2.9% | -9.0% |
| Q4 25 | 7.7% | 2.9% | ||
| Q3 25 | 6.0% | 2.8% | ||
| Q2 25 | 6.4% | 2.2% | ||
| Q1 25 | 3.4% | 2.2% | ||
| Q4 24 | 3.1% | 1.9% | ||
| Q3 24 | 3.4% | 1.6% | ||
| Q2 24 | 4.0% | 1.6% | ||
| Q1 24 | 5.1% | 1.7% |
| Q4 25 | 1.54× | 4.93× | ||
| Q3 25 | 1.70× | 25.34× | ||
| Q2 25 | 1.79× | — | ||
| Q1 25 | 1.17× | -4.36× | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.45× | — | ||
| Q1 24 | 1.35× | — |
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
AEIS
| Semiconductor Equipment | $211.6M | 43% |
| Data Center Computing | $177.9M | 36% |
| Industrial And Medical | $78.2M | 16% |
| Telecom And Networking | $21.7M | 4% |
LFST
暂无分部数据
