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Axos Financial, Inc.（AX）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
Axos Financial, Inc.的季度营收约是LifeStance Health Group, Inc.的1.0倍（$385.1M vs $382.2M），Axos Financial, Inc.净利率更高（33.3% vs 3.1%，领先30.3%），Axos Financial, Inc.同比增速更快（25.1% vs 17.4%），Axos Financial, Inc.自由现金流更多（$85.4M vs $46.6M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs 12.8%）
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
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。
AX vs LFST — 直观对比
营收规模更大
AX
是对方的1.0倍
$382.2M
营收增速更快
AX
高出7.6%
17.4%
净利率更高
AX
高出30.3%
3.1%
自由现金流更多
AX
多$38.8M
$46.6M
两年增速更快
AX
近两年复合增速
12.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $382.2M |
| 净利润 | $128.4M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | 4.7% |
| 净利率 | 33.3% | 3.1% |
| 营收同比 | 25.1% | 17.4% |
| 净利润同比 | 22.6% | 264.1% |
| 每股收益（稀释后） | $2.22 | — |
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AXLFST
| Q4 25 | $385.1M | $382.2M | ||
| Q3 25 | $323.4M | $363.8M | ||
| Q2 25 | $321.4M | $345.3M | ||
| Q1 25 | $308.8M | $333.0M | ||
| Q4 24 | $307.9M | $325.5M | ||
| Q3 24 | $320.7M | $312.7M | ||
| Q2 24 | $290.9M | $312.3M | ||
| Q1 24 | $294.8M | $300.4M |
净利润AXLFST
| Q4 25 | $128.4M | $11.7M | ||
| Q3 25 | $112.4M | $1.1M | ||
| Q2 25 | $110.7M | $-3.8M | ||
| Q1 25 | $105.2M | $709.0K | ||
| Q4 24 | $104.7M | $-7.1M | ||
| Q3 24 | $112.3M | $-6.0M | ||
| Q2 24 | $104.9M | $-23.3M | ||
| Q1 24 | $110.7M | $-21.1M |
营业利润率AXLFST
| Q4 25 | 45.6% | 4.7% | ||
| Q3 25 | 46.3% | 2.0% | ||
| Q2 25 | 48.5% | -0.9% | ||
| Q1 25 | 47.9% | 0.5% | ||
| Q4 24 | 48.8% | 0.3% | ||
| Q3 24 | 49.6% | 0.0% | ||
| Q2 24 | 49.6% | -5.1% | ||
| Q1 24 | 52.8% | -5.6% |
净利率AXLFST
| Q4 25 | 33.3% | 3.1% | ||
| Q3 25 | 34.7% | 0.3% | ||
| Q2 25 | 34.4% | -1.1% | ||
| Q1 25 | 34.1% | 0.2% | ||
| Q4 24 | 34.0% | -2.2% | ||
| Q3 24 | 35.0% | -1.9% | ||
| Q2 24 | 36.0% | -7.5% | ||
| Q1 24 | 37.6% | -7.0% |
每股收益（稀释后）AXLFST
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | — | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | — | ||
| Q1 24 | $1.91 | — |
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 | $1.0B | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $2.9B | $1.5B |
| 总资产 | $28.2B | $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AXLFST
| Q4 25 | $1.0B | $248.6M | ||
| Q3 25 | $2.6B | $203.9M | ||
| Q2 25 | $1.9B | $188.9M | ||
| Q1 25 | $2.0B | $134.3M | ||
| Q4 24 | $2.4B | $154.6M | ||
| Q3 24 | $2.6B | $102.6M | ||
| Q2 24 | $2.0B | $87.0M | ||
| Q1 24 | $2.1B | $49.5M |
总债务AXLFST
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | $312.7M | $286.4M | ||
| Q1 25 | $377.4M | $288.2M | ||
| Q4 24 | $358.7M | $290.0M | ||
| Q3 24 | $313.5M | $287.3M | ||
| Q2 24 | $325.7M | $288.0M | ||
| Q1 24 | $330.4M | $288.8M |
股东权益AXLFST
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B | ||
| Q1 24 | $2.2B | $1.4B |
总资产AXLFST
| Q4 25 | $28.2B | $2.2B | ||
| Q3 25 | $27.4B | $2.1B | ||
| Q2 25 | $24.8B | $2.1B | ||
| Q1 25 | $24.0B | $2.1B | ||
| Q4 24 | $23.7B | $2.1B | ||
| Q3 24 | $23.6B | $2.1B | ||
| Q2 24 | $22.9B | $2.1B | ||
| Q1 24 | $22.6B | $2.1B |
负债/权益比AXLFST
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | 0.12× | 0.19× | ||
| Q1 25 | 0.14× | 0.20× | ||
| Q4 24 | 0.14× | 0.20× | ||
| Q3 24 | 0.13× | 0.20× | ||
| Q2 24 | 0.14× | 0.20× | ||
| Q1 24 | 0.15× | 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 | $104.1M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $46.6M |
| 自由现金流率自由现金流/营收 | 22.2% | 12.2% |
| 资本支出强度资本支出/营收 | 4.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.81× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $110.0M |
8季度趋势，按日历期对齐
经营现金流AXLFST
| Q4 25 | $104.1M | $57.6M | ||
| Q3 25 | $118.4M | $27.3M | ||
| Q2 25 | $490.3M | $64.4M | ||
| Q1 25 | $73.7M | $-3.1M | ||
| Q4 24 | $162.5M | $62.3M | ||
| Q3 24 | $70.8M | $22.7M | ||
| Q2 24 | $305.5M | $44.1M | ||
| Q1 24 | $115.8M | $-21.8M |
自由现金流AXLFST
| Q4 25 | $85.4M | $46.6M | ||
| Q3 25 | $109.3M | $17.0M | ||
| Q2 25 | $436.1M | $56.6M | ||
| Q1 25 | $65.1M | $-10.3M | ||
| Q4 24 | $156.4M | $56.0M | ||
| Q3 24 | $53.0M | $17.7M | ||
| Q2 24 | $269.5M | $39.0M | ||
| Q1 24 | $107.3M | $-26.9M |
自由现金流率AXLFST
| Q4 25 | 22.2% | 12.2% | ||
| Q3 25 | 33.8% | 4.7% | ||
| Q2 25 | 135.7% | 16.4% | ||
| Q1 25 | 21.1% | -3.1% | ||
| Q4 24 | 50.8% | 17.2% | ||
| Q3 24 | 16.5% | 5.7% | ||
| Q2 24 | 92.6% | 12.5% | ||
| Q1 24 | 36.4% | -9.0% |
资本支出强度AXLFST
| Q4 25 | 4.9% | 2.9% | ||
| Q3 25 | 2.8% | 2.8% | ||
| Q2 25 | 16.9% | 2.2% | ||
| Q1 25 | 2.8% | 2.2% | ||
| Q4 24 | 2.0% | 1.9% | ||
| Q3 24 | 5.5% | 1.6% | ||
| Q2 24 | 12.4% | 1.6% | ||
| Q1 24 | 2.9% | 1.7% |
现金转化率AXLFST
| Q4 25 | 0.81× | 4.93× | ||
| Q3 25 | 1.05× | 25.34× | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | -4.36× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
