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BADGER METER INC（BMI）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BADGER METER INC的1.6倍（$382.2M vs $234.1M），BADGER METER INC净利率更高（14.3% vs 3.1%，领先11.3%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 14.1%），BADGER METER INC自由现金流更多（$50.8M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 9.2%）
Badger Meter Inc是全球领先的流量测量与控制解决方案供应商，主要服务水务企业、工业、商业及住宅客户群体，核心产品包括智能水表、物联网使用监测系统及配套软件，可帮助客户追踪资源消耗、减少浪费、提升运营效率，核心市场覆盖北美、欧洲及亚太地区。
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。
BMI vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $234.1M | $382.2M |
| 净利润 | $33.6M | $11.7M |
| 毛利率 | 39.7% | — |
| 营业利润率 | 18.4% | 4.7% |
| 净利率 | 14.3% | 3.1% |
| 营收同比 | 14.1% | 17.4% |
| 净利润同比 | 9.3% | 264.1% |
| 每股收益（稀释后） | $1.13 | — |
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 | $234.1M | $382.2M | ||
| Q3 25 | $222.2M | $363.8M | ||
| Q2 25 | $238.1M | $345.3M | ||
| Q1 25 | $222.2M | $333.0M | ||
| Q4 24 | $205.2M | $325.5M | ||
| Q3 24 | $208.4M | $312.7M | ||
| Q2 24 | $216.7M | $312.3M | ||
| Q1 24 | $196.3M | $300.4M |
| Q4 25 | $33.6M | $11.7M | ||
| Q3 25 | $35.1M | $1.1M | ||
| Q2 25 | $34.6M | $-3.8M | ||
| Q1 25 | $38.4M | $709.0K | ||
| Q4 24 | $30.7M | $-7.1M | ||
| Q3 24 | $32.0M | $-6.0M | ||
| Q2 24 | $33.1M | $-23.3M | ||
| Q1 24 | $29.1M | $-21.1M |
| Q4 25 | 39.7% | — | ||
| Q3 25 | 43.1% | — | ||
| Q2 25 | 41.1% | — | ||
| Q1 25 | 42.9% | — | ||
| Q4 24 | 40.3% | — | ||
| Q3 24 | 40.2% | — | ||
| Q2 24 | 39.4% | — | ||
| Q1 24 | 39.3% | — |
| Q4 25 | 18.4% | 4.7% | ||
| Q3 25 | 20.7% | 2.0% | ||
| Q2 25 | 18.8% | -0.9% | ||
| Q1 25 | 22.2% | 0.5% | ||
| Q4 24 | 19.1% | 0.3% | ||
| Q3 24 | 19.5% | 0.0% | ||
| Q2 24 | 19.2% | -5.1% | ||
| Q1 24 | 18.6% | -5.6% |
| Q4 25 | 14.3% | 3.1% | ||
| Q3 25 | 15.8% | 0.3% | ||
| Q2 25 | 14.5% | -1.1% | ||
| Q1 25 | 17.3% | 0.2% | ||
| Q4 24 | 15.0% | -2.2% | ||
| Q3 24 | 15.4% | -1.9% | ||
| Q2 24 | 15.3% | -7.5% | ||
| Q1 24 | 14.8% | -7.0% |
| Q4 25 | $1.13 | — | ||
| Q3 25 | $1.19 | — | ||
| Q2 25 | $1.17 | — | ||
| Q1 25 | $1.30 | — | ||
| Q4 24 | $1.04 | — | ||
| Q3 24 | $1.08 | — | ||
| Q2 24 | $1.12 | — | ||
| Q1 24 | $0.99 | — |
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 | $713.3M | $1.5B |
| 总资产 | $973.6M | $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
| Q4 25 | — | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | — | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | — | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $49.5M |
| 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 |
| Q4 25 | $713.3M | $1.5B | ||
| Q3 25 | $702.5M | $1.5B | ||
| Q2 25 | $677.6M | $1.5B | ||
| Q1 25 | $641.7M | $1.5B | ||
| Q4 24 | $606.2M | $1.4B | ||
| Q3 24 | $591.2M | $1.4B | ||
| Q2 24 | $563.1M | $1.4B | ||
| Q1 24 | $535.6M | $1.4B |
| Q4 25 | $973.6M | $2.2B | ||
| Q3 25 | $978.3M | $2.1B | ||
| Q2 25 | $936.4M | $2.1B | ||
| Q1 25 | $899.6M | $2.1B | ||
| Q4 24 | $816.4M | $2.1B | ||
| Q3 24 | $802.9M | $2.1B | ||
| Q2 24 | $781.3M | $2.1B | ||
| Q1 24 | $743.5M | $2.1B |
| 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 | $54.8M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $50.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 21.7% | 12.2% |
| 资本支出强度资本支出/营收 | 1.7% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.63× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $169.7M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $54.8M | $57.6M | ||
| Q3 25 | $51.3M | $27.3M | ||
| Q2 25 | $44.6M | $64.4M | ||
| Q1 25 | $33.0M | $-3.1M | ||
| Q4 24 | $52.1M | $62.3M | ||
| Q3 24 | $45.1M | $22.7M | ||
| Q2 24 | $36.4M | $44.1M | ||
| Q1 24 | $21.5M | $-21.8M |
| Q4 25 | $50.8M | $46.6M | ||
| Q3 25 | $48.2M | $17.0M | ||
| Q2 25 | $40.6M | $56.6M | ||
| Q1 25 | $30.1M | $-10.3M | ||
| Q4 24 | $47.4M | $56.0M | ||
| Q3 24 | $42.0M | $17.7M | ||
| Q2 24 | $34.1M | $39.0M | ||
| Q1 24 | $18.8M | $-26.9M |
| Q4 25 | 21.7% | 12.2% | ||
| Q3 25 | 21.7% | 4.7% | ||
| Q2 25 | 17.1% | 16.4% | ||
| Q1 25 | 13.5% | -3.1% | ||
| Q4 24 | 23.1% | 17.2% | ||
| Q3 24 | 20.1% | 5.7% | ||
| Q2 24 | 15.7% | 12.5% | ||
| Q1 24 | 9.6% | -9.0% |
| Q4 25 | 1.7% | 2.9% | ||
| Q3 25 | 1.4% | 2.8% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 1.3% | 2.2% | ||
| Q4 24 | 2.3% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.1% | 1.6% | ||
| Q1 24 | 1.4% | 1.7% |
| Q4 25 | 1.63× | 4.93× | ||
| Q3 25 | 1.46× | 25.34× | ||
| Q2 25 | 1.29× | — | ||
| Q1 25 | 0.86× | -4.36× | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.41× | — | ||
| Q2 24 | 1.10× | — | ||
| Q1 24 | 0.74× | — |
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
BMI
| Transferred At Point In Time | $198.6M | 85% |
| Transferred Over Time | $22.1M | 9% |
| Other | $13.4M | 6% |
LFST
暂无分部数据
