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Beacon Financial Corp（BBT）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Beacon Financial Corp的1.8倍（$382.2M vs $216.7M），Beacon Financial Corp净利率更高（24.6% vs 3.1%，领先21.6%），过去两年Beacon Financial Corp的营收复合增速更高（41.2% vs 12.8%）
倍肯屋面供应公司是北美知名的建筑材料供应商，主营住宅及非住宅类屋面产品及相关建材。截至2023年12月31日，公司在美国全部50个州和加拿大6个省共设有533个网点，员工超8000人，除屋面材料外，各地分部还销售门窗、壁板、防水材料等各类户外建筑产品。
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。
BBT vs LFST — 直观对比
营收规模更大
LFST
是对方的1.8倍
$216.7M
净利率更高
BBT
高出21.6%
3.1%
两年增速更快
BBT
近两年复合增速
12.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $216.7M | $382.2M |
| 净利润 | $53.4M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | — | 4.7% |
| 净利率 | 24.6% | 3.1% |
| 营收同比 | — | 17.4% |
| 净利润同比 | 179.4% | 264.1% |
| 每股收益（稀释后） | $0.55 | — |
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BBTLFST
| Q1 26 | $216.7M | — | ||
| Q4 25 | $225.7M | $382.2M | ||
| Q3 25 | $141.2M | $363.8M | ||
| Q2 25 | $113.7M | $345.3M | ||
| Q1 25 | $110.4M | $333.0M | ||
| Q4 24 | $110.2M | $325.5M | ||
| Q3 24 | $125.6M | $312.7M | ||
| Q2 24 | $108.7M | $312.3M |
净利润BBTLFST
| Q1 26 | $53.4M | — | ||
| Q4 25 | $53.4M | $11.7M | ||
| Q3 25 | $-4.2M | $1.1M | ||
| Q2 25 | $22.0M | $-3.8M | ||
| Q1 25 | $19.1M | $709.0K | ||
| Q4 24 | $17.5M | $-7.1M | ||
| Q3 24 | $20.1M | $-6.0M | ||
| Q2 24 | $16.4M | $-23.3M |
营业利润率BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | -5.9% | 2.0% | ||
| Q2 25 | 26.0% | -0.9% | ||
| Q1 25 | 23.1% | 0.5% | ||
| Q4 24 | 21.6% | 0.3% | ||
| Q3 24 | 21.3% | 0.0% | ||
| Q2 24 | 19.9% | -5.1% |
净利率BBTLFST
| Q1 26 | 24.6% | — | ||
| Q4 25 | 23.6% | 3.1% | ||
| Q3 25 | -3.0% | 0.3% | ||
| Q2 25 | 19.4% | -1.1% | ||
| Q1 25 | 17.3% | 0.2% | ||
| Q4 24 | 15.9% | -2.2% | ||
| Q3 24 | 16.0% | -1.9% | ||
| Q2 24 | 15.1% | -7.5% |
每股收益（稀释后）BBTLFST
| Q1 26 | $0.55 | — | ||
| Q4 25 | $0.64 | — | ||
| Q3 25 | $-0.05 | — | ||
| Q2 25 | $0.25 | — | ||
| Q1 25 | $0.21 | — | ||
| Q4 24 | $0.20 | — | ||
| Q3 24 | $0.23 | — | ||
| Q2 24 | $0.18 | — |
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 | $927.3M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $2.5B | $1.5B |
| 总资产 | $22.2B | $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BBTLFST
| Q1 26 | $927.3M | — | ||
| Q4 25 | $1.8B | $248.6M | ||
| Q3 25 | $1.2B | $203.9M | ||
| Q2 25 | — | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | $543.7M | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | — | $87.0M |
总债务BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | $282.8M | ||
| Q3 25 | $1.1B | $284.6M | ||
| Q2 25 | $225.6M | $286.4M | ||
| Q1 25 | $284.6M | $288.2M | ||
| Q4 24 | $1.5B | $290.0M | ||
| Q3 24 | $353.6M | $287.3M | ||
| Q2 24 | $278.6M | $288.0M |
股东权益BBTLFST
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.5B | ||
| Q3 25 | $2.4B | $1.5B | ||
| Q2 25 | $1.3B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.4B | ||
| Q3 24 | $1.2B | $1.4B | ||
| Q2 24 | $1.2B | $1.4B |
总资产BBTLFST
| Q1 26 | $22.2B | — | ||
| Q4 25 | $23.2B | $2.2B | ||
| Q3 25 | $22.8B | $2.1B | ||
| Q2 25 | $12.0B | $2.1B | ||
| Q1 25 | $12.0B | $2.1B | ||
| Q4 24 | $11.9B | $2.1B | ||
| Q3 24 | $11.6B | $2.1B | ||
| Q2 24 | $12.2B | $2.1B |
负债/权益比BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | 0.45× | 0.19× | ||
| Q2 25 | 0.18× | 0.19× | ||
| Q1 25 | 0.24× | 0.20× | ||
| Q4 24 | 1.24× | 0.20× | ||
| Q3 24 | 0.29× | 0.20× | ||
| Q2 24 | 0.23× | 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 | — | $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 | — | 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BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | $57.6M | ||
| Q3 25 | $-4.8M | $27.3M | ||
| Q2 25 | $38.5M | $64.4M | ||
| Q1 25 | $23.3M | $-3.1M | ||
| Q4 24 | $105.0M | $62.3M | ||
| Q3 24 | $19.9M | $22.7M | ||
| Q2 24 | $34.8M | $44.1M |
自由现金流BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | $-5.9M | $17.0M | ||
| Q2 25 | $36.3M | $56.6M | ||
| Q1 25 | $19.9M | $-10.3M | ||
| Q4 24 | $100.0M | $56.0M | ||
| Q3 24 | $17.2M | $17.7M | ||
| Q2 24 | $34.4M | $39.0M |
自由现金流率BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | -4.2% | 4.7% | ||
| Q2 25 | 31.9% | 16.4% | ||
| Q1 25 | 18.0% | -3.1% | ||
| Q4 24 | 90.7% | 17.2% | ||
| Q3 24 | 13.7% | 5.7% | ||
| Q2 24 | 31.7% | 12.5% |
资本支出强度BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | 0.8% | 2.8% | ||
| Q2 25 | 1.9% | 2.2% | ||
| Q1 25 | 3.1% | 2.2% | ||
| Q4 24 | 4.5% | 1.9% | ||
| Q3 24 | 2.1% | 1.6% | ||
| Q2 24 | 0.3% | 1.6% |
现金转化率BBTLFST
| Q1 26 | — | — | ||
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | 1.75× | — | ||
| Q1 25 | 1.22× | -4.36× | ||
| Q4 24 | 5.99× | — | ||
| Q3 24 | 0.99× | — | ||
| Q2 24 | 2.12× | — |
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
BBT
| Net Interest Income | $190.8M | 88% |
| Noninterest Income | $25.9M | 12% |
LFST
暂无分部数据
