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FORMFACTOR INC（FORM）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FORMFACTOR INC的1.7倍（$382.2M vs $226.1M），FORMFACTOR INC净利率更高（9.0% vs 3.1%，领先6.0%），FORMFACTOR INC同比增速更快（32.0% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $30.7M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 7.0%）
FormFactor Inc.总部位于美国加利福尼亚州利弗莫尔，是集成电路测试测量技术领域的知名供应商，面向半导体行业客户提供各类专业产品，助力客户优化器件性能，提升芯片研发与生产环节的测试效率。
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。
FORM vs LFST — 直观对比
营收规模更大
LFST
是对方的1.7倍
$226.1M
营收增速更快
FORM
高出14.5%
17.4%
净利率更高
FORM
高出6.0%
3.1%
自由现金流更多
LFST
多$15.9M
$30.7M
两年增速更快
LFST
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $226.1M | $382.2M |
| 净利润 | $20.4M | $11.7M |
| 毛利率 | 38.4% | — |
| 营业利润率 | 7.4% | 4.7% |
| 净利率 | 9.0% | 3.1% |
| 营收同比 | 32.0% | 17.4% |
| 净利润同比 | 218.5% | 264.1% |
| 每股收益（稀释后） | $0.26 | — |
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FORMLFST
| Q1 26 | $226.1M | — | ||
| Q4 25 | $215.2M | $382.2M | ||
| Q3 25 | $202.7M | $363.8M | ||
| Q2 25 | $195.8M | $345.3M | ||
| Q1 25 | $171.4M | $333.0M | ||
| Q4 24 | $189.5M | $325.5M | ||
| Q3 24 | $207.9M | $312.7M | ||
| Q2 24 | $197.5M | $312.3M |
净利润FORMLFST
| Q1 26 | $20.4M | — | ||
| Q4 25 | $23.2M | $11.7M | ||
| Q3 25 | $15.7M | $1.1M | ||
| Q2 25 | $9.1M | $-3.8M | ||
| Q1 25 | $6.4M | $709.0K | ||
| Q4 24 | $9.7M | $-7.1M | ||
| Q3 24 | $18.7M | $-6.0M | ||
| Q2 24 | $19.4M | $-23.3M |
毛利率FORMLFST
| Q1 26 | 38.4% | — | ||
| Q4 25 | 42.2% | — | ||
| Q3 25 | 39.8% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 38.8% | — | ||
| Q3 24 | 40.7% | — | ||
| Q2 24 | 44.0% | — |
营业利润率FORMLFST
| Q1 26 | 7.4% | — | ||
| Q4 25 | 10.9% | 4.7% | ||
| Q3 25 | 8.9% | 2.0% | ||
| Q2 25 | 6.3% | -0.9% | ||
| Q1 25 | 1.9% | 0.5% | ||
| Q4 24 | 4.1% | 0.3% | ||
| Q3 24 | 8.6% | 0.0% | ||
| Q2 24 | 9.0% | -5.1% |
净利率FORMLFST
| Q1 26 | 9.0% | — | ||
| Q4 25 | 10.8% | 3.1% | ||
| Q3 25 | 7.7% | 0.3% | ||
| Q2 25 | 4.6% | -1.1% | ||
| Q1 25 | 3.7% | 0.2% | ||
| Q4 24 | 5.1% | -2.2% | ||
| Q3 24 | 9.0% | -1.9% | ||
| Q2 24 | 9.8% | -7.5% |
每股收益（稀释后）FORMLFST
| Q1 26 | $0.26 | — | ||
| Q4 25 | $0.29 | — | ||
| Q3 25 | $0.20 | — | ||
| Q2 25 | $0.12 | — | ||
| Q1 25 | $0.08 | — | ||
| Q4 24 | $0.12 | — | ||
| Q3 24 | $0.24 | — | ||
| Q2 24 | $0.25 | — |
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 | $123.5M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.1B | $1.5B |
| 总资产 | $1.3B | $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FORMLFST
| Q1 26 | $123.5M | — | ||
| Q4 25 | $103.3M | $248.6M | ||
| Q3 25 | $266.0M | $203.9M | ||
| Q2 25 | $249.3M | $188.9M | ||
| Q1 25 | $299.0M | $134.3M | ||
| Q4 24 | $360.0M | $154.6M | ||
| Q3 24 | $354.5M | $102.6M | ||
| Q2 24 | $357.6M | $87.0M |
总债务FORMLFST
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $13.3M | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M |
股东权益FORMLFST
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.0B | $1.5B | ||
| Q3 25 | $1.0B | $1.5B | ||
| Q2 25 | $990.0M | $1.5B | ||
| Q1 25 | $965.9M | $1.5B | ||
| Q4 24 | $947.8M | $1.4B | ||
| Q3 24 | $955.0M | $1.4B | ||
| Q2 24 | $947.9M | $1.4B |
总资产FORMLFST
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.1B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B |
负债/权益比FORMLFST
| Q1 26 | — | — | ||
| Q4 25 | 0.01× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 0.01× | 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 | $45.0M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $30.7M | $46.6M |
| 自由现金流率自由现金流/营收 | 13.6% | 12.2% |
| 资本支出强度资本支出/营收 | 6.7% | 2.9% |
| 现金转化率经营现金流/净利润 | 2.21× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $37.5M | $110.0M |
8季度趋势，按日历期对齐
经营现金流FORMLFST
| Q1 26 | $45.0M | — | ||
| Q4 25 | $46.0M | $57.6M | ||
| Q3 25 | $27.0M | $27.3M | ||
| Q2 25 | $18.9M | $64.4M | ||
| Q1 25 | $23.5M | $-3.1M | ||
| Q4 24 | $35.9M | $62.3M | ||
| Q3 24 | $26.7M | $22.7M | ||
| Q2 24 | $21.9M | $44.1M |
自由现金流FORMLFST
| Q1 26 | $30.7M | — | ||
| Q4 25 | $34.7M | $46.6M | ||
| Q3 25 | $19.5M | $17.0M | ||
| Q2 25 | $-47.4M | $56.6M | ||
| Q1 25 | $5.0M | $-10.3M | ||
| Q4 24 | $28.3M | $56.0M | ||
| Q3 24 | $17.8M | $17.7M | ||
| Q2 24 | $13.5M | $39.0M |
自由现金流率FORMLFST
| Q1 26 | 13.6% | — | ||
| Q4 25 | 16.1% | 12.2% | ||
| Q3 25 | 9.6% | 4.7% | ||
| Q2 25 | -24.2% | 16.4% | ||
| Q1 25 | 2.9% | -3.1% | ||
| Q4 24 | 14.9% | 17.2% | ||
| Q3 24 | 8.6% | 5.7% | ||
| Q2 24 | 6.8% | 12.5% |
资本支出强度FORMLFST
| Q1 26 | 6.7% | — | ||
| Q4 25 | 5.3% | 2.9% | ||
| Q3 25 | 3.7% | 2.8% | ||
| Q2 25 | 33.8% | 2.2% | ||
| Q1 25 | 10.8% | 2.2% | ||
| Q4 24 | 4.0% | 1.9% | ||
| Q3 24 | 4.3% | 1.6% | ||
| Q2 24 | 4.3% | 1.6% |
现金转化率FORMLFST
| Q1 26 | 2.21× | — | ||
| Q4 25 | 1.98× | 4.93× | ||
| Q3 25 | 1.72× | 25.34× | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 3.68× | -4.36× | ||
| Q4 24 | 3.70× | — | ||
| Q3 24 | 1.43× | — | ||
| Q2 24 | 1.13× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
