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Gogo Inc.（GOGO）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Gogo Inc.的1.7倍（$382.2M vs $230.6M），LifeStance Health Group, Inc.净利率更高（3.1% vs -4.3%，领先7.4%），Gogo Inc.同比增速更快（67.3% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-25.4M），过去两年Gogo Inc.的营收复合增速更高（48.7% vs 12.8%）
Gogo Inc.是美国公务机机载宽带互联网及连接服务提供商，总部位于科罗拉多州布鲁姆菲尔德。截至目前，已有超过2500架商用飞机和6600架公务机安装了该公司的机载Wi-Fi服务。该公司曾面向民航业提供机上WiFi服务，2020年12月已将这块民航业务以4亿美元出售给国际通信卫星组织。
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。
GOGO vs LFST — 直观对比
营收规模更大
LFST
是对方的1.7倍
$230.6M
营收增速更快
GOGO
高出49.9%
17.4%
净利率更高
LFST
高出7.4%
-4.3%
自由现金流更多
LFST
多$72.0M
$-25.4M
两年增速更快
GOGO
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $230.6M | $382.2M |
| 净利润 | $-10.0M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 6.2% | 4.7% |
| 净利率 | -4.3% | 3.1% |
| 营收同比 | 67.3% | 17.4% |
| 净利润同比 | 64.6% | 264.1% |
| 每股收益（稀释后） | $-0.08 | — |
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GOGOLFST
| Q4 25 | $230.6M | $382.2M | ||
| Q3 25 | $223.6M | $363.8M | ||
| Q2 25 | $226.0M | $345.3M | ||
| Q1 25 | $230.3M | $333.0M | ||
| Q4 24 | $137.8M | $325.5M | ||
| Q3 24 | $100.5M | $312.7M | ||
| Q2 24 | $102.1M | $312.3M | ||
| Q1 24 | $104.3M | $300.4M |
净利润GOGOLFST
| Q4 25 | $-10.0M | $11.7M | ||
| Q3 25 | $-1.9M | $1.1M | ||
| Q2 25 | $12.8M | $-3.8M | ||
| Q1 25 | $12.0M | $709.0K | ||
| Q4 24 | $-28.2M | $-7.1M | ||
| Q3 24 | $10.6M | $-6.0M | ||
| Q2 24 | $839.0K | $-23.3M | ||
| Q1 24 | $30.5M | $-21.1M |
毛利率GOGOLFST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 87.8% | — | ||
| Q1 25 | 87.3% | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率GOGOLFST
| Q4 25 | 6.2% | 4.7% | ||
| Q3 25 | 12.9% | 2.0% | ||
| Q2 25 | 15.9% | -0.9% | ||
| Q1 25 | 15.3% | 0.5% | ||
| Q4 24 | -17.5% | 0.3% | ||
| Q3 24 | 19.0% | 0.0% | ||
| Q2 24 | 21.2% | -5.1% | ||
| Q1 24 | 33.2% | -5.6% |
净利率GOGOLFST
| Q4 25 | -4.3% | 3.1% | ||
| Q3 25 | -0.9% | 0.3% | ||
| Q2 25 | 5.7% | -1.1% | ||
| Q1 25 | 5.2% | 0.2% | ||
| Q4 24 | -20.5% | -2.2% | ||
| Q3 24 | 10.6% | -1.9% | ||
| Q2 24 | 0.8% | -7.5% | ||
| Q1 24 | 29.2% | -7.0% |
每股收益（稀释后）GOGOLFST
| Q4 25 | $-0.08 | — | ||
| Q3 25 | $-0.01 | — | ||
| Q2 25 | $0.09 | — | ||
| Q1 25 | $0.09 | — | ||
| Q4 24 | $-0.22 | — | ||
| Q3 24 | $0.08 | — | ||
| Q2 24 | $0.01 | — | ||
| Q1 24 | $0.23 | — |
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 | $125.2M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $101.1M | $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GOGOLFST
| Q4 25 | $125.2M | $248.6M | ||
| Q3 25 | $133.6M | $203.9M | ||
| Q2 25 | $102.1M | $188.9M | ||
| Q1 25 | $70.3M | $134.3M | ||
| Q4 24 | $41.8M | $154.6M | ||
| Q3 24 | $176.7M | $102.6M | ||
| Q2 24 | $161.6M | $87.0M | ||
| Q1 24 | $152.8M | $49.5M |
总债务GOGOLFST
| 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GOGOLFST
| Q4 25 | $101.1M | $1.5B | ||
| Q3 25 | $107.0M | $1.5B | ||
| Q2 25 | $102.8M | $1.5B | ||
| Q1 25 | $82.9M | $1.5B | ||
| Q4 24 | $69.3M | $1.4B | ||
| Q3 24 | $52.7M | $1.4B | ||
| Q2 24 | $52.0M | $1.4B | ||
| Q1 24 | $62.4M | $1.4B |
总资产GOGOLFST
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.1B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $810.7M | $2.1B | ||
| Q2 24 | $802.7M | $2.1B | ||
| Q1 24 | $809.0M | $2.1B |
负债/权益比GOGOLFST
| 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 | $8.5M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-25.4M | $46.6M |
| 自由现金流率自由现金流/营收 | -11.0% | 12.2% |
| 资本支出强度资本支出/营收 | 14.7% | 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 | $65.1M | $110.0M |
8季度趋势，按日历期对齐
经营现金流GOGOLFST
| Q4 25 | $8.5M | $57.6M | ||
| Q3 25 | $46.8M | $27.3M | ||
| Q2 25 | $36.7M | $64.4M | ||
| Q1 25 | $32.5M | $-3.1M | ||
| Q4 24 | $-38.3M | $62.3M | ||
| Q3 24 | $25.1M | $22.7M | ||
| Q2 24 | $24.9M | $44.1M | ||
| Q1 24 | $29.7M | $-21.8M |
自由现金流GOGOLFST
| Q4 25 | $-25.4M | $46.6M | ||
| Q3 25 | $27.3M | $17.0M | ||
| Q2 25 | $33.5M | $56.6M | ||
| Q1 25 | $29.7M | $-10.3M | ||
| Q4 24 | $-42.6M | $56.0M | ||
| Q3 24 | $20.7M | $17.7M | ||
| Q2 24 | $21.6M | $39.0M | ||
| Q1 24 | $28.2M | $-26.9M |
自由现金流率GOGOLFST
| Q4 25 | -11.0% | 12.2% | ||
| Q3 25 | 12.2% | 4.7% | ||
| Q2 25 | 14.8% | 16.4% | ||
| Q1 25 | 12.9% | -3.1% | ||
| Q4 24 | -30.9% | 17.2% | ||
| Q3 24 | 20.6% | 5.7% | ||
| Q2 24 | 21.1% | 12.5% | ||
| Q1 24 | 27.0% | -9.0% |
资本支出强度GOGOLFST
| Q4 25 | 14.7% | 2.9% | ||
| Q3 25 | 8.7% | 2.8% | ||
| Q2 25 | 1.4% | 2.2% | ||
| Q1 25 | 1.2% | 2.2% | ||
| Q4 24 | 3.1% | 1.9% | ||
| Q3 24 | 4.4% | 1.6% | ||
| Q2 24 | 3.3% | 1.6% | ||
| Q1 24 | 1.4% | 1.7% |
现金转化率GOGOLFST
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | 2.87× | — | ||
| Q1 25 | 2.70× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 29.74× | — | ||
| Q1 24 | 0.97× | — |
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
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
LFST
暂无分部数据
