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FIGS, Inc.（FIGS）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FIGS, Inc.的1.9倍（$382.2M vs $201.9M），FIGS, Inc.净利率更高（9.2% vs 3.1%，领先6.1%），FIGS, Inc.同比增速更快（33.0% vs 17.4%），FIGS, Inc.自由现金流更多（$58.1M vs $46.6M），过去两年FIGS, Inc.的营收复合增速更高（30.1% vs 12.8%）
FIGS是一家总部位于美国加利福尼亚州圣莫尼卡的服饰企业，由希瑟·哈森与特里娜·斯皮尔于2013年共同创立，二人目前共同担任首席执行官。品牌专注为医疗从业者提供医用刷手服及相关专业产品，是医疗工装领域的知名品牌。
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。
FIGS vs LFST — 直观对比
营收规模更大
LFST
是对方的1.9倍
$201.9M
营收增速更快
FIGS
高出15.5%
17.4%
净利率更高
FIGS
高出6.1%
3.1%
自由现金流更多
FIGS
多$11.4M
$46.6M
两年增速更快
FIGS
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $201.9M | $382.2M |
| 净利润 | $18.5M | $11.7M |
| 毛利率 | 62.9% | — |
| 营业利润率 | 9.3% | 4.7% |
| 净利率 | 9.2% | 3.1% |
| 营收同比 | 33.0% | 17.4% |
| 净利润同比 | 881.8% | 264.1% |
| 每股收益（稀释后） | $0.10 | — |
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FIGSLFST
| Q4 25 | $201.9M | $382.2M | ||
| Q3 25 | $151.7M | $363.8M | ||
| Q2 25 | $152.6M | $345.3M | ||
| Q1 25 | $124.9M | $333.0M | ||
| Q4 24 | $151.8M | $325.5M | ||
| Q3 24 | $140.2M | $312.7M | ||
| Q2 24 | $144.2M | $312.3M | ||
| Q1 24 | $119.3M | $300.4M |
净利润FIGSLFST
| Q4 25 | $18.5M | $11.7M | ||
| Q3 25 | $8.7M | $1.1M | ||
| Q2 25 | $7.1M | $-3.8M | ||
| Q1 25 | $-102.0K | $709.0K | ||
| Q4 24 | $1.9M | $-7.1M | ||
| Q3 24 | $-1.7M | $-6.0M | ||
| Q2 24 | $1.1M | $-23.3M | ||
| Q1 24 | $1.4M | $-21.1M |
毛利率FIGSLFST
| Q4 25 | 62.9% | — | ||
| Q3 25 | 69.9% | — | ||
| Q2 25 | 67.0% | — | ||
| Q1 25 | 67.6% | — | ||
| Q4 24 | 67.3% | — | ||
| Q3 24 | 67.1% | — | ||
| Q2 24 | 67.4% | — | ||
| Q1 24 | 68.9% | — |
营业利润率FIGSLFST
| Q4 25 | 9.3% | 4.7% | ||
| Q3 25 | 6.4% | 2.0% | ||
| Q2 25 | 6.5% | -0.9% | ||
| Q1 25 | -0.2% | 0.5% | ||
| Q4 24 | 5.9% | 0.3% | ||
| Q3 24 | -6.2% | 0.0% | ||
| Q2 24 | 1.1% | -5.1% | ||
| Q1 24 | 0.4% | -5.6% |
净利率FIGSLFST
| Q4 25 | 9.2% | 3.1% | ||
| Q3 25 | 5.8% | 0.3% | ||
| Q2 25 | 4.7% | -1.1% | ||
| Q1 25 | -0.1% | 0.2% | ||
| Q4 24 | 1.2% | -2.2% | ||
| Q3 24 | -1.2% | -1.9% | ||
| Q2 24 | 0.8% | -7.5% | ||
| Q1 24 | 1.2% | -7.0% |
每股收益（稀释后）FIGSLFST
| Q4 25 | $0.10 | — | ||
| Q3 25 | $0.05 | — | ||
| Q2 25 | $0.04 | — | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $0.01 | — | ||
| Q3 24 | $-0.01 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $0.01 | — |
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 | $82.0M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $437.5M | $1.5B |
| 总资产 | $580.0M | $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FIGSLFST
| Q4 25 | $82.0M | $248.6M | ||
| Q3 25 | $46.5M | $203.9M | ||
| Q2 25 | $50.8M | $188.9M | ||
| Q1 25 | $90.0M | $134.3M | ||
| Q4 24 | $85.6M | $154.6M | ||
| Q3 24 | $124.1M | $102.6M | ||
| Q2 24 | $131.8M | $87.0M | ||
| Q1 24 | $155.3M | $49.5M |
总债务FIGSLFST
| 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FIGSLFST
| Q4 25 | $437.5M | $1.5B | ||
| Q3 25 | $413.3M | $1.5B | ||
| Q2 25 | $396.5M | $1.5B | ||
| Q1 25 | $381.5M | $1.5B | ||
| Q4 24 | $377.1M | $1.4B | ||
| Q3 24 | $403.5M | $1.4B | ||
| Q2 24 | $401.7M | $1.4B | ||
| Q1 24 | $389.9M | $1.4B |
总资产FIGSLFST
| Q4 25 | $580.0M | $2.2B | ||
| Q3 25 | $544.7M | $2.1B | ||
| Q2 25 | $517.1M | $2.1B | ||
| Q1 25 | $522.3M | $2.1B | ||
| Q4 24 | $509.8M | $2.1B | ||
| Q3 24 | $542.5M | $2.1B | ||
| Q2 24 | $526.0M | $2.1B | ||
| Q1 24 | $510.9M | $2.1B |
负债/权益比FIGSLFST
| 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 | $60.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $58.1M | $46.6M |
| 自由现金流率自由现金流/营收 | 28.8% | 12.2% |
| 资本支出强度资本支出/营收 | 1.4% | 2.9% |
| 现金转化率经营现金流/净利润 | 3.29× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $53.0M | $110.0M |
8季度趋势，按日历期对齐
经营现金流FIGSLFST
| Q4 25 | $60.9M | $57.6M | ||
| Q3 25 | $3.4M | $27.3M | ||
| Q2 25 | $-12.4M | $64.4M | ||
| Q1 25 | $9.2M | $-3.1M | ||
| Q4 24 | $30.4M | $62.3M | ||
| Q3 24 | $22.6M | $22.7M | ||
| Q2 24 | $16.5M | $44.1M | ||
| Q1 24 | $11.6M | $-21.8M |
自由现金流FIGSLFST
| Q4 25 | $58.1M | $46.6M | ||
| Q3 25 | $531.0K | $17.0M | ||
| Q2 25 | $-13.5M | $56.6M | ||
| Q1 25 | $7.9M | $-10.3M | ||
| Q4 24 | $27.1M | $56.0M | ||
| Q3 24 | $18.4M | $17.7M | ||
| Q2 24 | $7.5M | $39.0M | ||
| Q1 24 | $11.1M | $-26.9M |
自由现金流率FIGSLFST
| Q4 25 | 28.8% | 12.2% | ||
| Q3 25 | 0.4% | 4.7% | ||
| Q2 25 | -8.9% | 16.4% | ||
| Q1 25 | 6.3% | -3.1% | ||
| Q4 24 | 17.8% | 17.2% | ||
| Q3 24 | 13.1% | 5.7% | ||
| Q2 24 | 5.2% | 12.5% | ||
| Q1 24 | 9.3% | -9.0% |
资本支出强度FIGSLFST
| Q4 25 | 1.4% | 2.9% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 0.7% | 2.2% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | 2.2% | 1.9% | ||
| Q3 24 | 3.0% | 1.6% | ||
| Q2 24 | 6.2% | 1.6% | ||
| Q1 24 | 0.4% | 1.7% |
现金转化率FIGSLFST
| Q4 25 | 3.29× | 4.93× | ||
| Q3 25 | 0.39× | 25.34× | ||
| Q2 25 | -1.75× | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | 16.14× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 15.04× | — | ||
| Q1 24 | 8.10× | — |
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
FIGS
| Scrubwear | $154.9M | 77% |
| Non Scrubwear Lifestyle | $47.0M | 23% |
LFST
暂无分部数据
