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Hims & Hers Health, Inc.（HIMS）与Liberty Energy Inc.（LBRT）财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是Hims & Hers Health, Inc.的1.7倍（$1.0B vs $617.8M），Hims & Hers Health, Inc.净利率更高（3.3% vs 2.2%，领先1.1%），Hims & Hers Health, Inc.同比增速更快（28.4% vs 4.5%），过去两年Hims & Hers Health, Inc.的营收复合增速更高（49.0% vs -6.2%）
Hims & Hers Health, Inc.是2017年成立的美国远程医疗企业，面向消费者提供处方药品、非处方药物以及各类个人护理产品，依托线上服务模式为用户打造便捷的健康消费渠道，覆盖日常医疗、个护等多场景需求。
Liberty Energy Inc.是北美领先的能源服务供应商，专注为油气运营企业提供水力压裂及完井解决方案，服务覆盖美国主要页岩产区，供应低排放作业设备及定制化支持，帮助提升油气井生产效率。
HIMS vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.7倍
$617.8M
营收增速更快
HIMS
高出23.9%
4.5%
净利率更高
HIMS
高出1.1%
2.2%
两年增速更快
HIMS
近两年复合增速
-6.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $617.8M | $1.0B |
| 净利润 | $20.6M | $22.6M |
| 毛利率 | 71.9% | — |
| 营业利润率 | 1.5% | 2.2% |
| 净利率 | 3.3% | 2.2% |
| 营收同比 | 28.4% | 4.5% |
| 净利润同比 | -20.8% | 64.8% |
| 每股收益（稀释后） | $0.08 | $0.14 |
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HIMSLBRT
| Q1 26 | — | $1.0B | ||
| Q4 25 | $617.8M | $1.0B | ||
| Q3 25 | $599.0M | $947.4M | ||
| Q2 25 | $544.8M | $1.0B | ||
| Q1 25 | $586.0M | $977.5M | ||
| Q4 24 | $481.1M | $943.6M | ||
| Q3 24 | $401.6M | $1.1B | ||
| Q2 24 | $315.6M | $1.2B |
净利润HIMSLBRT
| Q1 26 | — | $22.6M | ||
| Q4 25 | $20.6M | $13.7M | ||
| Q3 25 | $15.8M | $43.1M | ||
| Q2 25 | $42.5M | $71.0M | ||
| Q1 25 | $49.5M | $20.1M | ||
| Q4 24 | $26.0M | $51.9M | ||
| Q3 24 | $75.6M | $73.8M | ||
| Q2 24 | $13.3M | $108.4M |
毛利率HIMSLBRT
| Q1 26 | — | — | ||
| Q4 25 | 71.9% | 20.6% | ||
| Q3 25 | 73.8% | 18.7% | ||
| Q2 25 | 76.4% | 22.1% | ||
| Q1 25 | 73.5% | 22.1% | ||
| Q4 24 | 76.8% | 21.4% | ||
| Q3 24 | 79.2% | 26.2% | ||
| Q2 24 | 81.3% | 27.9% |
营业利润率HIMSLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 1.5% | 1.9% | ||
| Q3 25 | 2.0% | -0.3% | ||
| Q2 25 | 4.9% | 3.6% | ||
| Q1 25 | 9.9% | 1.9% | ||
| Q4 24 | 3.9% | 2.6% | ||
| Q3 24 | 5.6% | 9.4% | ||
| Q2 24 | 3.5% | 12.2% |
净利率HIMSLBRT
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.3% | 1.3% | ||
| Q3 25 | 2.6% | 4.5% | ||
| Q2 25 | 7.8% | 6.8% | ||
| Q1 25 | 8.4% | 2.1% | ||
| Q4 24 | 5.4% | 5.5% | ||
| Q3 24 | 18.8% | 6.5% | ||
| Q2 24 | 4.2% | 9.3% |
每股收益（稀释后）HIMSLBRT
| Q1 26 | — | $0.14 | ||
| Q4 25 | $0.08 | $0.08 | ||
| Q3 25 | $0.06 | $0.26 | ||
| Q2 25 | $0.17 | $0.43 | ||
| Q1 25 | $0.20 | $0.12 | ||
| Q4 24 | $0.10 | $0.31 | ||
| Q3 24 | $0.32 | $0.44 | ||
| Q2 24 | $0.06 | $0.64 |
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 | $228.6M | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | $540.9M | $1.9B |
| 总资产 | $2.2B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资HIMSLBRT
| Q1 26 | — | $699.1M | ||
| Q4 25 | $228.6M | $27.6M | ||
| Q3 25 | $345.8M | $13.5M | ||
| Q2 25 | $1.1B | $19.6M | ||
| Q1 25 | $273.7M | $24.1M | ||
| Q4 24 | $220.6M | $20.0M | ||
| Q3 24 | $165.5M | $23.0M | ||
| Q2 24 | $129.3M | $30.0M |
总债务HIMSLBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | — | $246.6M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HIMSLBRT
| Q1 26 | — | $1.9B | ||
| Q4 25 | $540.9M | $2.1B | ||
| Q3 25 | $581.0M | $2.1B | ||
| Q2 25 | $562.7M | $2.0B | ||
| Q1 25 | $549.3M | $2.0B | ||
| Q4 24 | $476.7M | $2.0B | ||
| Q3 24 | $440.1M | $2.0B | ||
| Q2 24 | $362.0M | $1.9B |
总资产HIMSLBRT
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.2B | $3.5B | ||
| Q2 25 | $1.9B | $3.4B | ||
| Q1 25 | $891.7M | $3.4B | ||
| Q4 24 | $707.5M | $3.3B | ||
| Q3 24 | $602.3M | $3.3B | ||
| Q2 24 | $480.5M | $3.2B |
负债/权益比HIMSLBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $61.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-2.5M | — |
| 自由现金流率自由现金流/营收 | -0.4% | — |
| 资本支出强度资本支出/营收 | 10.3% | 13.1% |
| 现金转化率经营现金流/净利润 | 2.98× | — |
| 过去12个月自由现金流最近4个季度 | $57.4M | — |
8季度趋势，按日历期对齐
经营现金流HIMSLBRT
| Q1 26 | — | — | ||
| Q4 25 | $61.3M | $195.4M | ||
| Q3 25 | $148.7M | $51.5M | ||
| Q2 25 | $-19.1M | $170.6M | ||
| Q1 25 | $109.1M | $192.1M | ||
| Q4 24 | $86.4M | $177.3M | ||
| Q3 24 | $85.3M | $244.5M | ||
| Q2 24 | $53.6M | $248.2M |
自由现金流HIMSLBRT
| Q1 26 | — | — | ||
| Q4 25 | $-2.5M | $-10.0M | ||
| Q3 25 | $79.3M | $-67.2M | ||
| Q2 25 | $-69.5M | $33.1M | ||
| Q1 25 | $50.1M | $58.2M | ||
| Q4 24 | $59.5M | $-26.2M | ||
| Q3 24 | $79.4M | $77.9M | ||
| Q2 24 | $47.6M | $112.2M |
自由现金流率HIMSLBRT
| Q1 26 | — | — | ||
| Q4 25 | -0.4% | -1.0% | ||
| Q3 25 | 13.2% | -7.1% | ||
| Q2 25 | -12.8% | 3.2% | ||
| Q1 25 | 8.5% | 6.0% | ||
| Q4 24 | 12.4% | -2.8% | ||
| Q3 24 | 19.8% | 6.8% | ||
| Q2 24 | 15.1% | 9.7% |
资本支出强度HIMSLBRT
| Q1 26 | — | 13.1% | ||
| Q4 25 | 10.3% | 19.8% | ||
| Q3 25 | 11.6% | 12.5% | ||
| Q2 25 | 9.3% | 13.2% | ||
| Q1 25 | 10.1% | 13.7% | ||
| Q4 24 | 5.6% | 21.6% | ||
| Q3 24 | 1.5% | 14.6% | ||
| Q2 24 | 1.9% | 11.7% |
现金转化率HIMSLBRT
| Q1 26 | — | — | ||
| Q4 25 | 2.98× | 14.28× | ||
| Q3 25 | 9.43× | 1.20× | ||
| Q2 25 | -0.45× | 2.40× | ||
| Q1 25 | 2.20× | 9.55× | ||
| Q4 24 | 3.32× | 3.42× | ||
| Q3 24 | 1.13× | 3.31× | ||
| Q2 24 | 4.03× | 2.29× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
