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Blue Bird Corp（BLBD）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Blue Bird Corp的1.1倍（$382.2M vs $333.1M），Blue Bird Corp净利率更高（9.2% vs 3.1%，领先6.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 6.1%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $31.1M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -1.9%）
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
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。
BLBD vs LFST — 直观对比
营收规模更大
LFST
是对方的1.1倍
$333.1M
营收增速更快
LFST
高出11.3%
6.1%
净利率更高
BLBD
高出6.2%
3.1%
自由现金流更多
LFST
多$15.5M
$31.1M
两年增速更快
LFST
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $382.2M |
| 净利润 | $30.8M | $11.7M |
| 毛利率 | 21.4% | — |
| 营业利润率 | 11.3% | 4.7% |
| 净利率 | 9.2% | 3.1% |
| 营收同比 | 6.1% | 17.4% |
| 净利润同比 | 7.1% | 264.1% |
| 每股收益（稀释后） | $0.94 | — |
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BLBDLFST
| Q4 25 | $333.1M | $382.2M | ||
| Q3 25 | $409.4M | $363.8M | ||
| Q2 25 | $398.0M | $345.3M | ||
| Q1 25 | $358.9M | $333.0M | ||
| Q4 24 | $313.9M | $325.5M | ||
| Q3 24 | $350.2M | $312.7M | ||
| Q2 24 | $333.4M | $312.3M | ||
| Q1 24 | $345.9M | $300.4M |
净利润BLBDLFST
| Q4 25 | $30.8M | $11.7M | ||
| Q3 25 | $36.5M | $1.1M | ||
| Q2 25 | $36.5M | $-3.8M | ||
| Q1 25 | $26.0M | $709.0K | ||
| Q4 24 | $28.7M | $-7.1M | ||
| Q3 24 | $24.7M | $-6.0M | ||
| Q2 24 | $28.7M | $-23.3M | ||
| Q1 24 | $26.0M | $-21.1M |
毛利率BLBDLFST
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.1% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 17.0% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.4% | — |
营业利润率BLBDLFST
| Q4 25 | 11.3% | 4.7% | ||
| Q3 25 | 12.3% | 2.0% | ||
| Q2 25 | 12.6% | -0.9% | ||
| Q1 25 | 9.4% | 0.5% | ||
| Q4 24 | 10.5% | 0.3% | ||
| Q3 24 | 7.3% | 0.0% | ||
| Q2 24 | 11.9% | -5.1% | ||
| Q1 24 | 10.4% | -5.6% |
净利率BLBDLFST
| Q4 25 | 9.2% | 3.1% | ||
| Q3 25 | 8.9% | 0.3% | ||
| Q2 25 | 9.2% | -1.1% | ||
| Q1 25 | 7.3% | 0.2% | ||
| Q4 24 | 9.2% | -2.2% | ||
| Q3 24 | 7.0% | -1.9% | ||
| Q2 24 | 8.6% | -7.5% | ||
| Q1 24 | 7.5% | -7.0% |
每股收益（稀释后）BLBDLFST
| Q4 25 | $0.94 | — | ||
| Q3 25 | $1.11 | — | ||
| Q2 25 | $1.12 | — | ||
| Q1 25 | $0.79 | — | ||
| Q4 24 | $0.86 | — | ||
| Q3 24 | $0.71 | — | ||
| Q2 24 | $0.85 | — | ||
| Q1 24 | $0.79 | — |
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 | $241.7M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $271.4M | $1.5B |
| 总资产 | $642.3M | $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BLBDLFST
| Q4 25 | $241.7M | $248.6M | ||
| Q3 25 | $229.3M | $203.9M | ||
| Q2 25 | $173.1M | $188.9M | ||
| Q1 25 | $130.7M | $134.3M | ||
| Q4 24 | $136.1M | $154.6M | ||
| Q3 24 | $127.7M | $102.6M | ||
| Q2 24 | $88.4M | $87.0M | ||
| Q1 24 | $93.1M | $49.5M |
总债务BLBDLFST
| 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 | ||
| Q1 24 | — | $288.8M |
股东权益BLBDLFST
| Q4 25 | $271.4M | $1.5B | ||
| Q3 25 | $255.4M | $1.5B | ||
| Q2 25 | $221.8M | $1.5B | ||
| Q1 25 | $190.4M | $1.5B | ||
| Q4 24 | $179.7M | $1.4B | ||
| Q3 24 | $159.6M | $1.4B | ||
| Q2 24 | $137.3M | $1.4B | ||
| Q1 24 | $105.8M | $1.4B |
总资产BLBDLFST
| Q4 25 | $642.3M | $2.2B | ||
| Q3 25 | $625.3M | $2.1B | ||
| Q2 25 | $575.5M | $2.1B | ||
| Q1 25 | $543.7M | $2.1B | ||
| Q4 24 | $535.2M | $2.1B | ||
| Q3 24 | $524.9M | $2.1B | ||
| Q2 24 | $468.1M | $2.1B | ||
| Q1 24 | $456.5M | $2.1B |
负债/权益比BLBDLFST
| 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× | ||
| 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 | $36.6M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $46.6M |
| 自由现金流率自由现金流/营收 | 9.3% | 12.2% |
| 资本支出强度资本支出/营收 | 1.6% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.19× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $110.0M |
8季度趋势，按日历期对齐
经营现金流BLBDLFST
| Q4 25 | $36.6M | $57.6M | ||
| Q3 25 | $65.1M | $27.3M | ||
| Q2 25 | $56.9M | $64.4M | ||
| Q1 25 | $27.8M | $-3.1M | ||
| Q4 24 | $26.4M | $62.3M | ||
| Q3 24 | $55.4M | $22.7M | ||
| Q2 24 | $989.0K | $44.1M | ||
| Q1 24 | $54.6M | $-21.8M |
自由现金流BLBDLFST
| Q4 25 | $31.1M | $46.6M | ||
| Q3 25 | $60.5M | $17.0M | ||
| Q2 25 | $52.3M | $56.6M | ||
| Q1 25 | $18.7M | $-10.3M | ||
| Q4 24 | $21.8M | $56.0M | ||
| Q3 24 | $50.2M | $17.7M | ||
| Q2 24 | $-3.5M | $39.0M | ||
| Q1 24 | $51.8M | $-26.9M |
自由现金流率BLBDLFST
| Q4 25 | 9.3% | 12.2% | ||
| Q3 25 | 14.8% | 4.7% | ||
| Q2 25 | 13.1% | 16.4% | ||
| Q1 25 | 5.2% | -3.1% | ||
| Q4 24 | 7.0% | 17.2% | ||
| Q3 24 | 14.3% | 5.7% | ||
| Q2 24 | -1.1% | 12.5% | ||
| Q1 24 | 15.0% | -9.0% |
资本支出强度BLBDLFST
| Q4 25 | 1.6% | 2.9% | ||
| Q3 25 | 1.1% | 2.8% | ||
| Q2 25 | 1.2% | 2.2% | ||
| Q1 25 | 2.5% | 2.2% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.3% | 1.6% | ||
| Q1 24 | 0.8% | 1.7% |
现金转化率BLBDLFST
| Q4 25 | 1.19× | 4.93× | ||
| Q3 25 | 1.78× | 25.34× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | -4.36× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 2.10× | — |
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
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
LFST
暂无分部数据
