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Acushnet Holdings Corp.（GOLF）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
Acushnet Holdings Corp.的季度营收约是LifeStance Health Group, Inc.的1.2倍（$477.2M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -7.3%，领先10.4%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 7.2%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-23.3M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -17.9%）
Acushnet Holdings Corp.是一家专注于高尔夫赛道的美国企业，旗下运营多个知名品牌，产品品类覆盖高尔夫专业器材、运动服饰及相关配件，为全球高尔夫运动爱好者提供多元化的相关产品选择。
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。
GOLF vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $477.2M | $382.2M |
| 净利润 | $-34.9M | $11.7M |
| 毛利率 | 44.1% | — |
| 营业利润率 | -3.8% | 4.7% |
| 净利率 | -7.3% | 3.1% |
| 营收同比 | 7.2% | 17.4% |
| 净利润同比 | -3027.3% | 264.1% |
| 每股收益（稀释后） | $-0.57 | — |
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 | $477.2M | $382.2M | ||
| Q3 25 | $657.7M | $363.8M | ||
| Q2 25 | $720.5M | $345.3M | ||
| Q1 25 | $703.4M | $333.0M | ||
| Q4 24 | $445.2M | $325.5M | ||
| Q3 24 | $620.5M | $312.7M | ||
| Q2 24 | $683.9M | $312.3M | ||
| Q1 24 | $707.6M | $300.4M |
| Q4 25 | $-34.9M | $11.7M | ||
| Q3 25 | $48.5M | $1.1M | ||
| Q2 25 | $75.6M | $-3.8M | ||
| Q1 25 | $99.4M | $709.0K | ||
| Q4 24 | $-1.1M | $-7.1M | ||
| Q3 24 | $56.2M | $-6.0M | ||
| Q2 24 | $71.4M | $-23.3M | ||
| Q1 24 | $87.8M | $-21.1M |
| Q4 25 | 44.1% | — | ||
| Q3 25 | 48.5% | — | ||
| Q2 25 | 49.2% | — | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 22.6% | — | ||
| Q3 24 | 54.4% | — | ||
| Q2 24 | 54.4% | — | ||
| Q1 24 | 53.4% | — |
| Q4 25 | -3.8% | 4.7% | ||
| Q3 25 | 14.1% | 2.0% | ||
| Q2 25 | 15.2% | -0.9% | ||
| Q1 25 | 16.3% | 0.5% | ||
| Q4 24 | -1.2% | 0.3% | ||
| Q3 24 | 13.2% | 0.0% | ||
| Q2 24 | 15.5% | -5.1% | ||
| Q1 24 | 17.2% | -5.6% |
| Q4 25 | -7.3% | 3.1% | ||
| Q3 25 | 7.4% | 0.3% | ||
| Q2 25 | 10.5% | -1.1% | ||
| Q1 25 | 14.1% | 0.2% | ||
| Q4 24 | -0.3% | -2.2% | ||
| Q3 24 | 9.1% | -1.9% | ||
| Q2 24 | 10.4% | -7.5% | ||
| Q1 24 | 12.4% | -7.0% |
| Q4 25 | $-0.57 | — | ||
| Q3 25 | $0.81 | — | ||
| Q2 25 | $1.25 | — | ||
| Q1 25 | $1.62 | — | ||
| Q4 24 | $0.02 | — | ||
| Q3 24 | $0.89 | — | ||
| Q2 24 | $1.11 | — | ||
| Q1 24 | $1.35 | — |
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 | — | $248.6M |
| 总债务越低越好 | $926.2M | $282.8M |
| 股东权益账面价值 | $783.6M | $1.5B |
| 总资产 | $2.3B | $2.2B |
| 负债/权益比越低杠杆越低 | 1.18× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | — | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | — | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | — | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $49.5M |
| Q4 25 | $926.2M | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | $753.1M | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $783.6M | $1.5B | ||
| Q3 25 | $852.3M | $1.5B | ||
| Q2 25 | $808.5M | $1.5B | ||
| Q1 25 | $780.3M | $1.5B | ||
| Q4 24 | $765.2M | $1.4B | ||
| Q3 24 | $863.9M | $1.4B | ||
| Q2 24 | $863.7M | $1.4B | ||
| Q1 24 | $883.7M | $1.4B |
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.4B | $2.1B | ||
| Q2 25 | $2.4B | $2.1B | ||
| Q1 25 | $2.4B | $2.1B | ||
| Q4 24 | $2.2B | $2.1B | ||
| Q3 24 | $2.3B | $2.1B | ||
| Q2 24 | $2.3B | $2.1B | ||
| Q1 24 | $2.4B | $2.1B |
| Q4 25 | 1.18× | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | 0.98× | 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 | $-338.0K | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $-23.3M | $46.6M |
| 自由现金流率自由现金流/营收 | -4.9% | 12.2% |
| 资本支出强度资本支出/营收 | 4.8% | 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 | $120.0M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $-338.0K | $57.6M | ||
| Q3 25 | $163.1M | $27.3M | ||
| Q2 25 | $151.9M | $64.4M | ||
| Q1 25 | $-120.3M | $-3.1M | ||
| Q4 24 | $-1.1M | $62.3M | ||
| Q3 24 | $144.1M | $22.7M | ||
| Q2 24 | $211.6M | $44.1M | ||
| Q1 24 | $-109.5M | $-21.8M |
| Q4 25 | $-23.3M | $46.6M | ||
| Q3 25 | $136.9M | $17.0M | ||
| Q2 25 | $138.0M | $56.6M | ||
| Q1 25 | $-131.5M | $-10.3M | ||
| Q4 24 | $-33.2M | $56.0M | ||
| Q3 24 | $123.7M | $17.7M | ||
| Q2 24 | $196.8M | $39.0M | ||
| Q1 24 | $-116.8M | $-26.9M |
| Q4 25 | -4.9% | 12.2% | ||
| Q3 25 | 20.8% | 4.7% | ||
| Q2 25 | 19.2% | 16.4% | ||
| Q1 25 | -18.7% | -3.1% | ||
| Q4 24 | -7.5% | 17.2% | ||
| Q3 24 | 19.9% | 5.7% | ||
| Q2 24 | 28.8% | 12.5% | ||
| Q1 24 | -16.5% | -9.0% |
| Q4 25 | 4.8% | 2.9% | ||
| Q3 25 | 4.0% | 2.8% | ||
| Q2 25 | 1.9% | 2.2% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.2% | 1.9% | ||
| Q3 24 | 3.3% | 1.6% | ||
| Q2 24 | 2.2% | 1.6% | ||
| Q1 24 | 1.0% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | 3.36× | 25.34× | ||
| Q2 25 | 2.01× | — | ||
| Q1 25 | -1.21× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.56× | — | ||
| Q2 24 | 2.96× | — | ||
| Q1 24 | -1.25× | — |
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
GOLF
| Titleist Golf Equipment | $293.8M | 62% |
| Footjoy Golf Wear | $102.0M | 21% |
| Other | $45.3M | 9% |
| Golf Gear | $36.1M | 8% |
LFST
暂无分部数据
