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Boot Barn Holdings, Inc.（BOOT）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
Boot Barn Holdings, Inc.的季度营收约是LifeStance Health Group, Inc.的1.8倍（$705.6M vs $382.2M），Boot Barn Holdings, Inc.净利率更高（12.2% vs 3.1%，领先9.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 16.0%），Boot Barn Holdings, Inc.自由现金流更多（$148.0M vs $46.6M），过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 12.8%）
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业，1919年于伦敦证券交易所上市，是英国首家上市的住宅建造商。两次世界大战期间，该公司住宅建造量位居全英首位，目前仍是英国颇具规模的建筑与物业管理服务商。
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。
BOOT vs LFST — 直观对比
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $705.6M | $382.2M |
| 净利润 | $85.8M | $11.7M |
| 毛利率 | 39.9% | — |
| 营业利润率 | 16.3% | 4.7% |
| 净利率 | 12.2% | 3.1% |
| 营收同比 | 16.0% | 17.4% |
| 净利润同比 | 14.3% | 264.1% |
| 每股收益（稀释后） | $2.79 | — |
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 | $705.6M | $382.2M | ||
| Q3 25 | $505.4M | $363.8M | ||
| Q2 25 | $504.1M | $345.3M | ||
| Q1 25 | $453.7M | $333.0M | ||
| Q4 24 | $608.2M | $325.5M | ||
| Q3 24 | $425.8M | $312.7M | ||
| Q2 24 | $423.4M | $312.3M | ||
| Q1 24 | $388.5M | $300.4M |
| Q4 25 | $85.8M | $11.7M | ||
| Q3 25 | $42.2M | $1.1M | ||
| Q2 25 | $53.4M | $-3.8M | ||
| Q1 25 | $37.5M | $709.0K | ||
| Q4 24 | $75.1M | $-7.1M | ||
| Q3 24 | $29.4M | $-6.0M | ||
| Q2 24 | $38.9M | $-23.3M | ||
| Q1 24 | $29.4M | $-21.1M |
| Q4 25 | 39.9% | — | ||
| Q3 25 | 36.4% | — | ||
| Q2 25 | 39.1% | — | ||
| Q1 25 | 37.1% | — | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 35.9% | — | ||
| Q2 24 | 37.0% | — | ||
| Q1 24 | 35.9% | — |
| Q4 25 | 16.3% | 4.7% | ||
| Q3 25 | 11.2% | 2.0% | ||
| Q2 25 | 14.0% | -0.9% | ||
| Q1 25 | 11.0% | 0.5% | ||
| Q4 24 | 16.4% | 0.3% | ||
| Q3 24 | 9.4% | 0.0% | ||
| Q2 24 | 11.9% | -5.1% | ||
| Q1 24 | 9.8% | -5.6% |
| Q4 25 | 12.2% | 3.1% | ||
| Q3 25 | 8.4% | 0.3% | ||
| Q2 25 | 10.6% | -1.1% | ||
| Q1 25 | 8.3% | 0.2% | ||
| Q4 24 | 12.3% | -2.2% | ||
| Q3 24 | 6.9% | -1.9% | ||
| Q2 24 | 9.2% | -7.5% | ||
| Q1 24 | 7.6% | -7.0% |
| Q4 25 | $2.79 | — | ||
| Q3 25 | $1.37 | — | ||
| Q2 25 | $1.74 | — | ||
| Q1 25 | $1.24 | — | ||
| Q4 24 | $2.43 | — | ||
| Q3 24 | $0.95 | — | ||
| Q2 24 | $1.26 | — | ||
| Q1 24 | $0.96 | — |
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 | $200.1M | $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 | $2.4B | $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 | $200.1M | $248.6M | ||
| Q3 25 | $64.7M | $203.9M | ||
| Q2 25 | $95.3M | $188.9M | ||
| Q1 25 | $69.8M | $134.3M | ||
| Q4 24 | $152.9M | $154.6M | ||
| Q3 24 | $37.4M | $102.6M | ||
| Q2 24 | $83.4M | $87.0M | ||
| Q1 24 | $75.8M | $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 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.4B | ||
| Q3 24 | $1.0B | $1.4B | ||
| Q2 24 | $981.8M | $1.4B | ||
| Q1 24 | $943.6M | $1.4B |
| Q4 25 | $2.4B | $2.2B | ||
| Q3 25 | $2.3B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.0B | $2.1B | ||
| Q3 24 | $1.9B | $2.1B | ||
| Q2 24 | $1.8B | $2.1B | ||
| Q1 24 | $1.7B | $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 | $209.7M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $148.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 21.0% | 12.2% |
| 资本支出强度资本支出/营收 | 8.7% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.44× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $89.8M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $209.7M | $57.6M | ||
| Q3 25 | $25.7M | $27.3M | ||
| Q2 25 | $73.8M | $64.4M | ||
| Q1 25 | $-43.1M | $-3.1M | ||
| Q4 24 | $157.1M | $62.3M | ||
| Q3 24 | $-7.8M | $22.7M | ||
| Q2 24 | $41.3M | $44.1M | ||
| Q1 24 | — | $-21.8M |
| Q4 25 | $148.0M | $46.6M | ||
| Q3 25 | $-17.5M | $17.0M | ||
| Q2 25 | $42.4M | $56.6M | ||
| Q1 25 | $-83.1M | $-10.3M | ||
| Q4 24 | $114.2M | $56.0M | ||
| Q3 24 | $-46.1M | $17.7M | ||
| Q2 24 | $14.2M | $39.0M | ||
| Q1 24 | — | $-26.9M |
| Q4 25 | 21.0% | 12.2% | ||
| Q3 25 | -3.5% | 4.7% | ||
| Q2 25 | 8.4% | 16.4% | ||
| Q1 25 | -18.3% | -3.1% | ||
| Q4 24 | 18.8% | 17.2% | ||
| Q3 24 | -10.8% | 5.7% | ||
| Q2 24 | 3.4% | 12.5% | ||
| Q1 24 | — | -9.0% |
| Q4 25 | 8.7% | 2.9% | ||
| Q3 25 | 8.6% | 2.8% | ||
| Q2 25 | 6.2% | 2.2% | ||
| Q1 25 | 8.8% | 2.2% | ||
| Q4 24 | 7.1% | 1.9% | ||
| Q3 24 | 9.0% | 1.6% | ||
| Q2 24 | 6.4% | 1.6% | ||
| Q1 24 | — | 1.7% |
| Q4 25 | 2.44× | 4.93× | ||
| Q3 25 | 0.61× | 25.34× | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | -1.15× | -4.36× | ||
| Q4 24 | 2.09× | — | ||
| Q3 24 | -0.26× | — | ||
| Q2 24 | 1.06× | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
