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AZZ INC（AZZ）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
AZZ INC的季度营收约是LifeStance Health Group, Inc.的1.0倍（$385.1M vs $382.2M），AZZ INC净利率更高（4.1% vs 3.1%，领先1.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 9.4%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -3.5%）
AZZ公司是全球领先的金属防护解决方案供应商，主营热浸镀锌、表面涂层处理服务及特种电气、工业零部件，主要服务于北美及其他核心国际市场的建筑、能源、基建、制造等下游领域。
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。
AZZ vs LFST — 直观对比
营收规模更大
AZZ
是对方的1.0倍
$382.2M
营收增速更快
LFST
高出8.0%
9.4%
净利率更高
AZZ
高出1.1%
3.1%
两年增速更快
LFST
近两年复合增速
-3.5%
损益表 — Q4 FY2027 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $382.2M |
| 净利润 | $15.9M | $11.7M |
| 毛利率 | 22.7% | — |
| 营业利润率 | 14.8% | 4.7% |
| 净利率 | 4.1% | 3.1% |
| 营收同比 | 9.4% | 17.4% |
| 净利润同比 | 146.3% | 264.1% |
| 每股收益（稀释后） | $0.53 | — |
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AZZLFST
| Q4 26 | $385.1M | — | ||
| Q4 25 | $425.7M | $382.2M | ||
| Q3 25 | $417.3M | $363.8M | ||
| Q2 25 | $422.0M | $345.3M | ||
| Q1 25 | $351.9M | $333.0M | ||
| Q4 24 | $403.7M | $325.5M | ||
| Q3 24 | $409.0M | $312.7M | ||
| Q2 24 | $413.2M | $312.3M |
净利润AZZLFST
| Q4 26 | $15.9M | — | ||
| Q4 25 | $41.1M | $11.7M | ||
| Q3 25 | $89.3M | $1.1M | ||
| Q2 25 | $170.9M | $-3.8M | ||
| Q1 25 | $20.2M | $709.0K | ||
| Q4 24 | $33.6M | $-7.1M | ||
| Q3 24 | $35.4M | $-6.0M | ||
| Q2 24 | $39.6M | $-23.3M |
毛利率AZZLFST
| Q4 26 | 22.7% | — | ||
| Q4 25 | 23.9% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 24.7% | — | ||
| Q1 25 | 22.4% | — | ||
| Q4 24 | 24.2% | — | ||
| Q3 24 | 25.3% | — | ||
| Q2 24 | 24.8% | — |
营业利润率AZZLFST
| Q4 26 | 14.8% | — | ||
| Q4 25 | 16.3% | 4.7% | ||
| Q3 25 | 16.4% | 2.0% | ||
| Q2 25 | 16.5% | -0.9% | ||
| Q1 25 | 11.5% | 0.5% | ||
| Q4 24 | 14.5% | 0.3% | ||
| Q3 24 | 16.5% | 0.0% | ||
| Q2 24 | 16.9% | -5.1% |
净利率AZZLFST
| Q4 26 | 4.1% | — | ||
| Q4 25 | 9.6% | 3.1% | ||
| Q3 25 | 21.4% | 0.3% | ||
| Q2 25 | 40.5% | -1.1% | ||
| Q1 25 | 5.7% | 0.2% | ||
| Q4 24 | 8.3% | -2.2% | ||
| Q3 24 | 8.7% | -1.9% | ||
| Q2 24 | 9.6% | -7.5% |
每股收益（稀释后）AZZLFST
| Q4 26 | $0.53 | — | ||
| Q4 25 | $1.36 | — | ||
| Q3 25 | $2.95 | — | ||
| Q2 25 | $5.66 | — | ||
| Q1 25 | $0.87 | — | ||
| Q4 24 | $1.12 | — | ||
| Q3 24 | $1.18 | — | ||
| Q2 24 | $-1.38 | — |
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 | — | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $2.2B | $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AZZLFST
| Q4 26 | — | — | ||
| Q4 25 | $623.0K | $248.6M | ||
| Q3 25 | $897.0K | $203.9M | ||
| Q2 25 | $3.0M | $188.9M | ||
| Q1 25 | $1.5M | $134.3M | ||
| Q4 24 | $1.5M | $154.6M | ||
| Q3 24 | $2.2M | $102.6M | ||
| Q2 24 | $10.5M | $87.0M |
总债务AZZLFST
| Q4 26 | — | — | ||
| 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 |
股东权益AZZLFST
| Q4 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.0B | $1.5B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $999.8M | $1.4B | ||
| Q2 24 | $967.2M | $1.4B |
总资产AZZLFST
| Q4 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $2.2B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.2B | $2.1B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.2B | $2.1B |
负债/权益比AZZLFST
| Q4 26 | — | — | ||
| 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× |
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 | $525.4M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | 32.98× | 4.93× |
| 过去12个月自由现金流最近4个季度 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流AZZLFST
| Q4 26 | $525.4M | — | ||
| Q4 25 | $79.7M | $57.6M | ||
| Q3 25 | $58.4M | $27.3M | ||
| Q2 25 | $314.8M | $64.4M | ||
| Q1 25 | — | $-3.1M | ||
| Q4 24 | $66.2M | $62.3M | ||
| Q3 24 | $47.5M | $22.7M | ||
| Q2 24 | $71.9M | $44.1M |
自由现金流AZZLFST
| Q4 26 | — | — | ||
| Q4 25 | $61.2M | $46.6M | ||
| Q3 25 | $39.1M | $17.0M | ||
| Q2 25 | $293.9M | $56.6M | ||
| Q1 25 | — | $-10.3M | ||
| Q4 24 | $39.7M | $56.0M | ||
| Q3 24 | $15.4M | $17.7M | ||
| Q2 24 | $44.5M | $39.0M |
自由现金流率AZZLFST
| Q4 26 | — | — | ||
| Q4 25 | 14.4% | 12.2% | ||
| Q3 25 | 9.4% | 4.7% | ||
| Q2 25 | 69.6% | 16.4% | ||
| Q1 25 | — | -3.1% | ||
| Q4 24 | 9.8% | 17.2% | ||
| Q3 24 | 3.8% | 5.7% | ||
| Q2 24 | 10.8% | 12.5% |
资本支出强度AZZLFST
| Q4 26 | — | — | ||
| Q4 25 | 4.4% | 2.9% | ||
| Q3 25 | 4.6% | 2.8% | ||
| Q2 25 | 5.0% | 2.2% | ||
| Q1 25 | 8.5% | 2.2% | ||
| Q4 24 | 6.6% | 1.9% | ||
| Q3 24 | 7.8% | 1.6% | ||
| Q2 24 | 6.6% | 1.6% |
现金转化率AZZLFST
| Q4 26 | 32.98× | — | ||
| Q4 25 | 1.94× | 4.93× | ||
| Q3 25 | 0.65× | 25.34× | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | 1.97× | — | ||
| Q3 24 | 1.34× | — | ||
| Q2 24 | 1.82× | — |
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
AZZ
| Precoat Metals | $198.6M | 52% |
| Metal Coatings | $186.5M | 48% |
LFST
暂无分部数据
