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AMN HEALTHCARE SERVICES INC（AMN）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
AMN HEALTHCARE SERVICES INC的季度营收约是LifeStance Health Group, Inc.的2.0倍（$748.2M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -1.0%，领先4.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 1.8%），AMN HEALTHCARE SERVICES INC自由现金流更多（$67.6M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -4.5%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
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。
AMN vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $382.2M |
| 净利润 | $-7.7M | $11.7M |
| 毛利率 | 26.1% | — |
| 营业利润率 | 1.1% | 4.7% |
| 净利率 | -1.0% | 3.1% |
| 营收同比 | 1.8% | 17.4% |
| 净利润同比 | 95.9% | 264.1% |
| 每股收益（稀释后） | $-0.19 | — |
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 | $748.2M | $382.2M | ||
| Q3 25 | $634.5M | $363.8M | ||
| Q2 25 | $658.2M | $345.3M | ||
| Q1 25 | $689.5M | $333.0M | ||
| Q4 24 | $734.7M | $325.5M | ||
| Q3 24 | $687.5M | $312.7M | ||
| Q2 24 | $740.7M | $312.3M | ||
| Q1 24 | $820.9M | $300.4M |
| Q4 25 | $-7.7M | $11.7M | ||
| Q3 25 | $29.3M | $1.1M | ||
| Q2 25 | $-116.2M | $-3.8M | ||
| Q1 25 | $-1.1M | $709.0K | ||
| Q4 24 | $-187.5M | $-7.1M | ||
| Q3 24 | $7.0M | $-6.0M | ||
| Q2 24 | $16.2M | $-23.3M | ||
| Q1 24 | $17.3M | $-21.1M |
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 29.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 31.0% | — | ||
| Q1 24 | 31.4% | — |
| Q4 25 | 1.1% | 4.7% | ||
| Q3 25 | 7.5% | 2.0% | ||
| Q2 25 | -18.8% | -0.9% | ||
| Q1 25 | 1.8% | 0.5% | ||
| Q4 24 | -27.6% | 0.3% | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 5.1% | -5.1% | ||
| Q1 24 | 4.9% | -5.6% |
| Q4 25 | -1.0% | 3.1% | ||
| Q3 25 | 4.6% | 0.3% | ||
| Q2 25 | -17.7% | -1.1% | ||
| Q1 25 | -0.2% | 0.2% | ||
| Q4 24 | -25.5% | -2.2% | ||
| Q3 24 | 1.0% | -1.9% | ||
| Q2 24 | 2.2% | -7.5% | ||
| Q1 24 | 2.1% | -7.0% |
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $0.76 | — | ||
| Q2 25 | $-3.02 | — | ||
| Q1 25 | $-0.03 | — | ||
| Q4 24 | $-4.90 | — | ||
| Q3 24 | $0.18 | — | ||
| Q2 24 | $0.42 | — | ||
| Q1 24 | $0.45 | — |
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 | $34.0M | $248.6M |
| 总债务越低越好 | $767.1M | $282.8M |
| 股东权益账面价值 | $642.1M | $1.5B |
| 总资产 | $2.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 1.19× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $34.0M | $248.6M | ||
| Q3 25 | $52.6M | $203.9M | ||
| Q2 25 | $41.5M | $188.9M | ||
| Q1 25 | $55.8M | $134.3M | ||
| Q4 24 | $10.6M | $154.6M | ||
| Q3 24 | $30.6M | $102.6M | ||
| Q2 24 | $48.0M | $87.0M | ||
| Q1 24 | $50.6M | $49.5M |
| Q4 25 | $767.1M | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $1.1B | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $642.1M | $1.5B | ||
| Q3 25 | $644.4M | $1.5B | ||
| Q2 25 | $607.6M | $1.5B | ||
| Q1 25 | $715.1M | $1.5B | ||
| Q4 24 | $706.6M | $1.4B | ||
| Q3 24 | $890.7M | $1.4B | ||
| Q2 24 | $876.9M | $1.4B | ||
| Q1 24 | $854.2M | $1.4B |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.4B | $2.1B | ||
| Q3 24 | $2.7B | $2.1B | ||
| Q2 24 | $2.8B | $2.1B | ||
| Q1 24 | $2.9B | $2.1B |
| Q4 25 | 1.19× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 1.49× | 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 | $75.6M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $67.6M | $46.6M |
| 自由现金流率自由现金流/营收 | 9.0% | 12.2% |
| 资本支出强度资本支出/营收 | 1.1% | 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 | $233.8M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $75.6M | $57.6M | ||
| Q3 25 | $22.7M | $27.3M | ||
| Q2 25 | $78.5M | $64.4M | ||
| Q1 25 | $92.7M | $-3.1M | ||
| Q4 24 | $72.8M | $62.3M | ||
| Q3 24 | $66.7M | $22.7M | ||
| Q2 24 | $99.5M | $44.1M | ||
| Q1 24 | $81.4M | $-21.8M |
| Q4 25 | $67.6M | $46.6M | ||
| Q3 25 | $14.8M | $17.0M | ||
| Q2 25 | $68.7M | $56.6M | ||
| Q1 25 | $82.7M | $-10.3M | ||
| Q4 24 | $56.6M | $56.0M | ||
| Q3 24 | $47.4M | $17.7M | ||
| Q2 24 | $72.2M | $39.0M | ||
| Q1 24 | $63.2M | $-26.9M |
| Q4 25 | 9.0% | 12.2% | ||
| Q3 25 | 2.3% | 4.7% | ||
| Q2 25 | 10.4% | 16.4% | ||
| Q1 25 | 12.0% | -3.1% | ||
| Q4 24 | 7.7% | 17.2% | ||
| Q3 24 | 6.9% | 5.7% | ||
| Q2 24 | 9.8% | 12.5% | ||
| Q1 24 | 7.7% | -9.0% |
| Q4 25 | 1.1% | 2.9% | ||
| Q3 25 | 1.2% | 2.8% | ||
| Q2 25 | 1.5% | 2.2% | ||
| Q1 25 | 1.4% | 2.2% | ||
| Q4 24 | 2.2% | 1.9% | ||
| Q3 24 | 2.8% | 1.6% | ||
| Q2 24 | 3.7% | 1.6% | ||
| Q1 24 | 2.2% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | 0.77× | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 9.54× | — | ||
| Q2 24 | 6.13× | — | ||
| Q1 24 | 4.70× | — |
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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
LFST
暂无分部数据
