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Astera Labs, Inc.（ALAB）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
LifeStance Health Group, Inc.的季度营收约是Astera Labs, Inc.的1.4倍（$382.2M vs $270.6M），Astera Labs, Inc.净利率更高（16.6% vs 3.1%，领先13.6%），Astera Labs, Inc.同比增速更快（91.8% vs 17.4%），Astera Labs, Inc.自由现金流更多（$76.6M vs $46.6M），过去两年Astera Labs, Inc.的营收复合增速更高（103.6% vs 12.8%）
Astera Labs Inc.是总部位于美国的无晶圆厂半导体及人工智能企业，专注于为数据中心与人工智能基础设施研发高性能高速连接解决方案，于2024年3月在纳斯达克正式挂牌上市。
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。
ALAB vs LFST — 直观对比
营收规模更大
LFST
是对方的1.4倍
$270.6M
营收增速更快
ALAB
高出74.3%
17.4%
净利率更高
ALAB
高出13.6%
3.1%
自由现金流更多
ALAB
多$29.9M
$46.6M
两年增速更快
ALAB
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $270.6M | $382.2M |
| 净利润 | $45.0M | $11.7M |
| 毛利率 | 75.6% | — |
| 营业利润率 | 24.7% | 4.7% |
| 净利率 | 16.6% | 3.1% |
| 营收同比 | 91.8% | 17.4% |
| 净利润同比 | 82.0% | 264.1% |
| 每股收益（稀释后） | $0.25 | — |
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ALABLFST
| Q4 25 | $270.6M | $382.2M | ||
| Q3 25 | $230.6M | $363.8M | ||
| Q2 25 | $191.9M | $345.3M | ||
| Q1 25 | $159.4M | $333.0M | ||
| Q4 24 | $141.1M | $325.5M | ||
| Q3 24 | $113.1M | $312.7M | ||
| Q2 24 | $76.8M | $312.3M | ||
| Q1 24 | $65.3M | $300.4M |
净利润ALABLFST
| Q4 25 | $45.0M | $11.7M | ||
| Q3 25 | $91.1M | $1.1M | ||
| Q2 25 | $51.2M | $-3.8M | ||
| Q1 25 | $31.8M | $709.0K | ||
| Q4 24 | $24.7M | $-7.1M | ||
| Q3 24 | $-7.6M | $-6.0M | ||
| Q2 24 | $-7.5M | $-23.3M | ||
| Q1 24 | $-93.0M | $-21.1M |
毛利率ALABLFST
| Q4 25 | 75.6% | — | ||
| Q3 25 | 76.2% | — | ||
| Q2 25 | 75.8% | — | ||
| Q1 25 | 74.9% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.9% | — | ||
| Q1 24 | 77.4% | — |
营业利润率ALABLFST
| Q4 25 | 24.7% | 4.7% | ||
| Q3 25 | 24.0% | 2.0% | ||
| Q2 25 | 20.7% | -0.9% | ||
| Q1 25 | 7.1% | 0.5% | ||
| Q4 24 | 0.1% | 0.3% | ||
| Q3 24 | -7.9% | 0.0% | ||
| Q2 24 | -31.7% | -5.1% | ||
| Q1 24 | -127.1% | -5.6% |
净利率ALABLFST
| Q4 25 | 16.6% | 3.1% | ||
| Q3 25 | 39.5% | 0.3% | ||
| Q2 25 | 26.7% | -1.1% | ||
| Q1 25 | 20.0% | 0.2% | ||
| Q4 24 | 17.5% | -2.2% | ||
| Q3 24 | -6.7% | -1.9% | ||
| Q2 24 | -9.8% | -7.5% | ||
| Q1 24 | -142.5% | -7.0% |
每股收益（稀释后）ALABLFST
| Q4 25 | $0.25 | — | ||
| Q3 25 | $0.50 | — | ||
| Q2 25 | $0.29 | — | ||
| Q1 25 | $0.18 | — | ||
| Q4 24 | $1.23 | — | ||
| Q3 24 | $-0.05 | — | ||
| Q2 24 | $-0.05 | — | ||
| Q1 24 | $-1.77 | — |
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 | $167.6M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.4B | $1.5B |
| 总资产 | $1.5B | $2.2B |
| 负债/权益比越低杠杆越低 | — | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资ALABLFST
| Q4 25 | $167.6M | $248.6M | ||
| Q3 25 | $140.4M | $203.9M | ||
| Q2 25 | $162.3M | $188.9M | ||
| Q1 25 | $86.4M | $134.3M | ||
| Q4 24 | $79.6M | $154.6M | ||
| Q3 24 | $126.1M | $102.6M | ||
| Q2 24 | $421.1M | $87.0M | ||
| Q1 24 | $696.1M | $49.5M |
总债务ALABLFST
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
股东权益ALABLFST
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $964.8M | $1.4B | ||
| Q3 24 | $889.6M | $1.4B | ||
| Q2 24 | $845.3M | $1.4B | ||
| Q1 24 | $808.8M | $1.4B |
总资产ALABLFST
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.1B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $983.1M | $2.1B | ||
| Q2 24 | $915.5M | $2.1B | ||
| Q1 24 | $864.9M | $2.1B |
负债/权益比ALABLFST
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 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 | $95.3M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $76.6M | $46.6M |
| 自由现金流率自由现金流/营收 | 28.3% | 12.2% |
| 资本支出强度资本支出/营收 | 6.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.12× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $281.8M | $110.0M |
8季度趋势，按日历期对齐
经营现金流ALABLFST
| Q4 25 | $95.3M | $57.6M | ||
| Q3 25 | $78.2M | $27.3M | ||
| Q2 25 | $135.4M | $64.4M | ||
| Q1 25 | $10.5M | $-3.1M | ||
| Q4 24 | $39.7M | $62.3M | ||
| Q3 24 | $63.5M | $22.7M | ||
| Q2 24 | $29.8M | $44.1M | ||
| Q1 24 | $3.7M | $-21.8M |
自由现金流ALABLFST
| Q4 25 | $76.6M | $46.6M | ||
| Q3 25 | $65.9M | $17.0M | ||
| Q2 25 | $133.3M | $56.6M | ||
| Q1 25 | $6.0M | $-10.3M | ||
| Q4 24 | $24.3M | $56.0M | ||
| Q3 24 | $46.8M | $17.7M | ||
| Q2 24 | $28.5M | $39.0M | ||
| Q1 24 | $228.0K | $-26.9M |
自由现金流率ALABLFST
| Q4 25 | 28.3% | 12.2% | ||
| Q3 25 | 28.6% | 4.7% | ||
| Q2 25 | 69.5% | 16.4% | ||
| Q1 25 | 3.7% | -3.1% | ||
| Q4 24 | 17.2% | 17.2% | ||
| Q3 24 | 41.4% | 5.7% | ||
| Q2 24 | 37.1% | 12.5% | ||
| Q1 24 | 0.3% | -9.0% |
资本支出强度ALABLFST
| Q4 25 | 6.9% | 2.9% | ||
| Q3 25 | 5.3% | 2.8% | ||
| Q2 25 | 1.1% | 2.2% | ||
| Q1 25 | 2.8% | 2.2% | ||
| Q4 24 | 10.9% | 1.9% | ||
| Q3 24 | 14.8% | 1.6% | ||
| Q2 24 | 1.7% | 1.6% | ||
| Q1 24 | 5.2% | 1.7% |
现金转化率ALABLFST
| Q4 25 | 2.12× | 4.93× | ||
| Q3 25 | 0.86× | 25.34× | ||
| Q2 25 | 2.64× | — | ||
| Q1 25 | 0.33× | -4.36× | ||
| Q4 24 | 1.61× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
