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卡彭特科技（CRS）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
卡彭特科技的季度营收约是LifeStance Health Group, Inc.的2.1倍（$811.5M vs $382.2M），卡彭特科技净利率更高（17.2% vs 3.1%，领先14.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 11.6%），卡彭特科技自由现金流更多（$124.8M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 0.8%）
卡彭特科技是全球特种合金材料供应商，主营不锈钢、耐腐蚀镍、铜、钛合金及3D增材制造用粉末合金的研发、生产与分销。2018财年其营收分布为：航空航天与国防占55%，工业与消费品占17%，医疗占8%，交通、能源各占7%，分销业务占6%。
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。
CRS vs LFST — 直观对比
营收规模更大
CRS
是对方的2.1倍
$382.2M
营收增速更快
LFST
高出5.8%
11.6%
净利率更高
CRS
高出14.1%
3.1%
自由现金流更多
CRS
多$78.2M
$46.6M
两年增速更快
LFST
近两年复合增速
0.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $811.5M | $382.2M |
| 净利润 | $139.6M | $11.7M |
| 毛利率 | 31.0% | — |
| 营业利润率 | 23.0% | 4.7% |
| 净利率 | 17.2% | 3.1% |
| 营收同比 | 11.6% | 17.4% |
| 净利润同比 | 46.3% | 264.1% |
| 每股收益（稀释后） | $2.77 | — |
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CRSLFST
| Q1 26 | $811.5M | — | ||
| Q4 25 | $728.0M | $382.2M | ||
| Q3 25 | $733.7M | $363.8M | ||
| Q2 25 | $755.6M | $345.3M | ||
| Q1 25 | $727.0M | $333.0M | ||
| Q4 24 | $676.9M | $325.5M | ||
| Q3 24 | $717.6M | $312.7M | ||
| Q2 24 | $798.7M | $312.3M |
净利润CRSLFST
| Q1 26 | $139.6M | — | ||
| Q4 25 | $105.3M | $11.7M | ||
| Q3 25 | $122.5M | $1.1M | ||
| Q2 25 | $111.7M | $-3.8M | ||
| Q1 25 | $95.4M | $709.0K | ||
| Q4 24 | $84.1M | $-7.1M | ||
| Q3 24 | $84.8M | $-6.0M | ||
| Q2 24 | $93.6M | $-23.3M |
毛利率CRSLFST
| Q1 26 | 31.0% | — | ||
| Q4 25 | 30.0% | — | ||
| Q3 25 | 29.5% | — | ||
| Q2 25 | 28.3% | — | ||
| Q1 25 | 27.6% | — | ||
| Q4 24 | 26.2% | — | ||
| Q3 24 | 24.6% | — | ||
| Q2 24 | 23.9% | — |
营业利润率CRSLFST
| Q1 26 | 23.0% | — | ||
| Q4 25 | 21.3% | 4.7% | ||
| Q3 25 | 20.9% | 2.0% | ||
| Q2 25 | 20.1% | -0.9% | ||
| Q1 25 | 19.0% | 0.5% | ||
| Q4 24 | 17.6% | 0.3% | ||
| Q3 24 | 15.8% | 0.0% | ||
| Q2 24 | 13.6% | -5.1% |
净利率CRSLFST
| Q1 26 | 17.2% | — | ||
| Q4 25 | 14.5% | 3.1% | ||
| Q3 25 | 16.7% | 0.3% | ||
| Q2 25 | 14.8% | -1.1% | ||
| Q1 25 | 13.1% | 0.2% | ||
| Q4 24 | 12.4% | -2.2% | ||
| Q3 24 | 11.8% | -1.9% | ||
| Q2 24 | 11.7% | -7.5% |
每股收益（稀释后）CRSLFST
| Q1 26 | $2.77 | — | ||
| Q4 25 | $2.09 | — | ||
| Q3 25 | $2.43 | — | ||
| Q2 25 | $2.21 | — | ||
| Q1 25 | $1.88 | — | ||
| Q4 24 | $1.66 | — | ||
| Q3 24 | $1.67 | — | ||
| Q2 24 | $1.85 | — |
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 | $294.8M | $248.6M |
| 总债务越低越好 | $690.4M | $282.8M |
| 股东权益账面价值 | $2.1B | $1.5B |
| 总资产 | $3.7B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.33× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资CRSLFST
| Q1 26 | $294.8M | — | ||
| Q4 25 | $231.9M | $248.6M | ||
| Q3 25 | $208.0M | $203.9M | ||
| Q2 25 | $315.5M | $188.9M | ||
| Q1 25 | $151.5M | $134.3M | ||
| Q4 24 | $162.1M | $154.6M | ||
| Q3 24 | $150.2M | $102.6M | ||
| Q2 24 | $199.1M | $87.0M |
总债务CRSLFST
| Q1 26 | $690.4M | — | ||
| 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CRSLFST
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.0B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.7B | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
总资产CRSLFST
| Q1 26 | $3.7B | — | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.5B | $2.1B | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.3B | $2.1B |
负债/权益比CRSLFST
| Q1 26 | 0.33× | — | ||
| 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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $124.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 15.4% | 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 | $407.5M | $110.0M |
8季度趋势，按日历期对齐
经营现金流CRSLFST
| Q1 26 | — | — | ||
| Q4 25 | $132.2M | $57.6M | ||
| Q3 25 | $39.2M | $27.3M | ||
| Q2 25 | $258.1M | $64.4M | ||
| Q1 25 | $74.2M | $-3.1M | ||
| Q4 24 | $67.9M | $62.3M | ||
| Q3 24 | $40.2M | $22.7M | ||
| Q2 24 | $169.5M | $44.1M |
自由现金流CRSLFST
| Q1 26 | $124.8M | — | ||
| Q4 25 | $85.9M | $46.6M | ||
| Q3 25 | $-3.4M | $17.0M | ||
| Q2 25 | $200.2M | $56.6M | ||
| Q1 25 | $34.0M | $-10.3M | ||
| Q4 24 | $38.6M | $56.0M | ||
| Q3 24 | $13.3M | $17.7M | ||
| Q2 24 | $141.8M | $39.0M |
自由现金流率CRSLFST
| Q1 26 | 15.4% | — | ||
| Q4 25 | 11.8% | 12.2% | ||
| Q3 25 | -0.5% | 4.7% | ||
| Q2 25 | 26.5% | 16.4% | ||
| Q1 25 | 4.7% | -3.1% | ||
| Q4 24 | 5.7% | 17.2% | ||
| Q3 24 | 1.9% | 5.7% | ||
| Q2 24 | 17.8% | 12.5% |
资本支出强度CRSLFST
| Q1 26 | — | — | ||
| Q4 25 | 6.4% | 2.9% | ||
| Q3 25 | 5.8% | 2.8% | ||
| Q2 25 | 7.7% | 2.2% | ||
| Q1 25 | 5.5% | 2.2% | ||
| Q4 24 | 4.3% | 1.9% | ||
| Q3 24 | 3.7% | 1.6% | ||
| Q2 24 | 3.5% | 1.6% |
现金转化率CRSLFST
| Q1 26 | — | — | ||
| Q4 25 | 1.26× | 4.93× | ||
| Q3 25 | 0.32× | 25.34× | ||
| Q2 25 | 2.31× | — | ||
| Q1 25 | 0.78× | -4.36× | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.47× | — | ||
| Q2 24 | 1.81× | — |
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
CRS
| Aerospace and Defense | $435.6M | 54% |
| Surcharge revenue | $155.9M | 19% |
| Industrial and Consumer | $78.1M | 10% |
| Medical | $51.7M | 6% |
| Energy | $50.5M | 6% |
| Distribution | $20.4M | 3% |
| Transportation | $19.3M | 2% |
LFST
暂无分部数据
