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AMC Networks Inc.（AMCX）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
AMC Networks Inc.的季度营收约是LifeStance Health Group, Inc.的1.6倍（$594.8M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -9.3%，领先12.4%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.8%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $40.4M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -0.1%）
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团，旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道，还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商，以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $594.8M | $382.2M |
| 净利润 | $-55.5M | $11.7M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | 4.7% |
| 净利率 | -9.3% | 3.1% |
| 营收同比 | -0.8% | 17.4% |
| 净利润同比 | 80.5% | 264.1% |
| 每股收益（稀释后） | $-0.97 | — |
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 | $594.8M | $382.2M | ||
| Q3 25 | $561.7M | $363.8M | ||
| Q2 25 | $600.0M | $345.3M | ||
| Q1 25 | $555.2M | $333.0M | ||
| Q4 24 | $599.3M | $325.5M | ||
| Q3 24 | $599.6M | $312.7M | ||
| Q2 24 | $625.9M | $312.3M | ||
| Q1 24 | $596.5M | $300.4M |
| Q4 25 | $-55.5M | $11.7M | ||
| Q3 25 | $76.5M | $1.1M | ||
| Q2 25 | $50.3M | $-3.8M | ||
| Q1 25 | $18.0M | $709.0K | ||
| Q4 24 | $-284.5M | $-7.1M | ||
| Q3 24 | $41.4M | $-6.0M | ||
| Q2 24 | $-29.2M | $-23.3M | ||
| Q1 24 | $45.8M | $-21.1M |
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — | ||
| Q1 24 | 54.5% | — |
| Q4 25 | -8.6% | 4.7% | ||
| Q3 25 | 9.9% | 2.0% | ||
| Q2 25 | 10.7% | -0.9% | ||
| Q1 25 | 11.6% | 0.5% | ||
| Q4 24 | -42.4% | 0.3% | ||
| Q3 24 | 15.6% | 0.0% | ||
| Q2 24 | 1.7% | -5.1% | ||
| Q1 24 | 18.5% | -5.6% |
| Q4 25 | -9.3% | 3.1% | ||
| Q3 25 | 13.6% | 0.3% | ||
| Q2 25 | 8.4% | -1.1% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | -47.5% | -2.2% | ||
| Q3 24 | 6.9% | -1.9% | ||
| Q2 24 | -4.7% | -7.5% | ||
| Q1 24 | 7.7% | -7.0% |
| Q4 25 | $-0.97 | — | ||
| Q3 25 | $1.38 | — | ||
| Q2 25 | $0.91 | — | ||
| Q1 25 | $0.34 | — | ||
| Q4 24 | $-6.23 | — | ||
| Q3 24 | $0.76 | — | ||
| Q2 24 | $-0.66 | — | ||
| Q1 24 | $1.03 | — |
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 | $502.4M | $248.6M |
| 总债务越低越好 | $1.8B | $282.8M |
| 股东权益账面价值 | $981.9M | $1.5B |
| 总资产 | $3.9B | $2.2B |
| 负债/权益比越低杠杆越低 | 1.78× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $502.4M | $248.6M | ||
| Q3 25 | $716.8M | $203.9M | ||
| Q2 25 | $866.4M | $188.9M | ||
| Q1 25 | $870.2M | $134.3M | ||
| Q4 24 | $784.6M | $154.6M | ||
| Q3 24 | $816.4M | $102.6M | ||
| Q2 24 | $802.6M | $87.0M | ||
| Q1 24 | $690.5M | $49.5M |
| Q4 25 | $1.8B | $282.8M | ||
| Q3 25 | $1.9B | $284.6M | ||
| Q2 25 | $2.2B | $286.4M | ||
| Q1 25 | $2.3B | $288.2M | ||
| Q4 24 | $2.3B | $290.0M | ||
| Q3 24 | $2.3B | $287.3M | ||
| Q2 24 | $2.4B | $288.0M | ||
| Q1 24 | $2.3B | $288.8M |
| Q4 25 | $981.9M | $1.5B | ||
| Q3 25 | $1.1B | $1.5B | ||
| Q2 25 | $971.7M | $1.5B | ||
| Q1 25 | $888.8M | $1.5B | ||
| Q4 24 | $855.6M | $1.4B | ||
| Q3 24 | $1.1B | $1.4B | ||
| Q2 24 | $1.1B | $1.4B | ||
| Q1 24 | $1.1B | $1.4B |
| Q4 25 | $3.9B | $2.2B | ||
| Q3 25 | $4.2B | $2.1B | ||
| Q2 25 | $4.4B | $2.1B | ||
| Q1 25 | $4.3B | $2.1B | ||
| Q4 24 | $4.4B | $2.1B | ||
| Q3 24 | $4.8B | $2.1B | ||
| Q2 24 | $4.9B | $2.1B | ||
| Q1 24 | $4.9B | $2.1B |
| Q4 25 | 1.78× | 0.19× | ||
| Q3 25 | 1.82× | 0.19× | ||
| Q2 25 | 2.27× | 0.19× | ||
| Q1 25 | 2.62× | 0.20× | ||
| Q4 24 | 2.73× | 0.20× | ||
| Q3 24 | 2.10× | 0.20× | ||
| Q2 24 | 2.26× | 0.20× | ||
| Q1 24 | 2.17× | 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 | $49.2M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $40.4M | $46.6M |
| 自由现金流率自由现金流/营收 | 6.8% | 12.2% |
| 资本支出强度资本支出/营收 | 1.5% | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | $272.4M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $49.2M | $57.6M | ||
| Q3 25 | $44.8M | $27.3M | ||
| Q2 25 | $102.8M | $64.4M | ||
| Q1 25 | $108.8M | $-3.1M | ||
| Q4 24 | $58.1M | $62.3M | ||
| Q3 24 | $62.2M | $22.7M | ||
| Q2 24 | $104.4M | $44.1M | ||
| Q1 24 | $150.9M | $-21.8M |
| Q4 25 | $40.4M | $46.6M | ||
| Q3 25 | $42.0M | $17.0M | ||
| Q2 25 | $95.7M | $56.6M | ||
| Q1 25 | $94.2M | $-10.3M | ||
| Q4 24 | $37.6M | $56.0M | ||
| Q3 24 | $53.9M | $17.7M | ||
| Q2 24 | $95.2M | $39.0M | ||
| Q1 24 | $144.1M | $-26.9M |
| Q4 25 | 6.8% | 12.2% | ||
| Q3 25 | 7.5% | 4.7% | ||
| Q2 25 | 16.0% | 16.4% | ||
| Q1 25 | 17.0% | -3.1% | ||
| Q4 24 | 6.3% | 17.2% | ||
| Q3 24 | 9.0% | 5.7% | ||
| Q2 24 | 15.2% | 12.5% | ||
| Q1 24 | 24.2% | -9.0% |
| Q4 25 | 1.5% | 2.9% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 1.2% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 3.4% | 1.9% | ||
| Q3 24 | 1.4% | 1.6% | ||
| Q2 24 | 1.5% | 1.6% | ||
| Q1 24 | 1.1% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | 0.59× | 25.34× | ||
| Q2 25 | 2.04× | — | ||
| Q1 25 | 6.03× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.50× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 3.29× | — |
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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
LFST
暂无分部数据
