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IAC Inc.（IAC）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
IAC Inc.的季度营收约是LifeStance Health Group, Inc.的1.7倍（$646.0M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -11.9%，领先14.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -10.5%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $31.4M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 1.7%）
IAC Inc.是一家美国控股企业，业务覆盖媒体与互联网领域，在全球拥有多个知名品牌。公司前身是1996年成立的HSN Inc.，当时作为家庭购物频道Home Shopping Network和USA电视台的控股主体运营，1999年更名为USA Networks Inc.，2002年将旗下电视业务资产出售给威望迪集团。
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。
IAC vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $646.0M | $382.2M |
| 净利润 | $-76.8M | $11.7M |
| 毛利率 | 69.8% | — |
| 营业利润率 | -17.5% | 4.7% |
| 净利率 | -11.9% | 3.1% |
| 营收同比 | -10.5% | 17.4% |
| 净利润同比 | 61.4% | 264.1% |
| 每股收益（稀释后） | $-0.96 | — |
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 | $646.0M | $382.2M | ||
| Q3 25 | $589.8M | $363.8M | ||
| Q2 25 | $586.9M | $345.3M | ||
| Q1 25 | $570.5M | $333.0M | ||
| Q4 24 | $721.4M | $325.5M | ||
| Q3 24 | $642.0M | $312.7M | ||
| Q2 24 | $634.4M | $312.3M | ||
| Q1 24 | $624.3M | $300.4M |
| Q4 25 | $-76.8M | $11.7M | ||
| Q3 25 | $-21.9M | $1.1M | ||
| Q2 25 | $211.5M | $-3.8M | ||
| Q1 25 | $-216.8M | $709.0K | ||
| Q4 24 | $-199.0M | $-7.1M | ||
| Q3 24 | $-243.7M | $-6.0M | ||
| Q2 24 | $-142.2M | $-23.3M | ||
| Q1 24 | $45.0M | $-21.1M |
| Q4 25 | 69.8% | — | ||
| Q3 25 | 64.8% | — | ||
| Q2 25 | 65.6% | — | ||
| Q1 25 | 64.0% | — | ||
| Q4 24 | 65.8% | — | ||
| Q3 24 | 62.1% | — | ||
| Q2 24 | 60.1% | — | ||
| Q1 24 | 58.4% | — |
| Q4 25 | -17.5% | 4.7% | ||
| Q3 25 | -3.5% | 2.0% | ||
| Q2 25 | 0.1% | -0.9% | ||
| Q1 25 | 6.3% | 0.5% | ||
| Q4 24 | 6.7% | 0.3% | ||
| Q3 24 | 1.3% | 0.0% | ||
| Q2 24 | -3.4% | -5.1% | ||
| Q1 24 | -10.2% | -5.6% |
| Q4 25 | -11.9% | 3.1% | ||
| Q3 25 | -3.7% | 0.3% | ||
| Q2 25 | 36.0% | -1.1% | ||
| Q1 25 | -38.0% | 0.2% | ||
| Q4 24 | -27.6% | -2.2% | ||
| Q3 24 | -38.0% | -1.9% | ||
| Q2 24 | -22.4% | -7.5% | ||
| Q1 24 | 7.2% | -7.0% |
| Q4 25 | $-0.96 | — | ||
| Q3 25 | $-0.27 | — | ||
| Q2 25 | $2.57 | — | ||
| Q1 25 | $-2.64 | — | ||
| Q4 24 | $-2.36 | — | ||
| Q3 24 | $-2.93 | — | ||
| Q2 24 | $-1.71 | — | ||
| Q1 24 | $0.51 | — |
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 | $960.2M | $248.6M |
| 总债务越低越好 | $1.4B | $282.8M |
| 股东权益账面价值 | $4.7B | $1.5B |
| 总资产 | $7.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.30× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $960.2M | $248.6M | ||
| Q3 25 | $1.0B | $203.9M | ||
| Q2 25 | $1.1B | $188.9M | ||
| Q1 25 | $1.2B | $134.3M | ||
| Q4 24 | $1.4B | $154.6M | ||
| Q3 24 | $1.3B | $102.6M | ||
| Q2 24 | $1.3B | $87.0M | ||
| Q1 24 | $1.3B | $49.5M |
| Q4 25 | $1.4B | $282.8M | ||
| Q3 25 | $1.4B | $284.6M | ||
| Q2 25 | $1.4B | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $4.7B | $1.5B | ||
| Q3 25 | $4.8B | $1.5B | ||
| Q2 25 | $4.9B | $1.5B | ||
| Q1 25 | $4.7B | $1.5B | ||
| Q4 24 | $5.6B | $1.4B | ||
| Q3 24 | $5.8B | $1.4B | ||
| Q2 24 | $6.0B | $1.4B | ||
| Q1 24 | $6.1B | $1.4B |
| Q4 25 | $7.1B | $2.2B | ||
| Q3 25 | $7.2B | $2.1B | ||
| Q2 25 | $7.4B | $2.1B | ||
| Q1 25 | $7.2B | $2.1B | ||
| Q4 24 | $9.7B | $2.1B | ||
| Q3 24 | $9.8B | $2.1B | ||
| Q2 24 | $10.2B | $2.1B | ||
| Q1 24 | $10.4B | $2.1B |
| Q4 25 | 0.30× | 0.19× | ||
| Q3 25 | 0.30× | 0.19× | ||
| Q2 25 | 0.30× | 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 | $36.6M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $31.4M | $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 | 0.8% | 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 | $44.8M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $36.6M | $57.6M | ||
| Q3 25 | $30.1M | $27.3M | ||
| Q2 25 | $-2.8M | $64.4M | ||
| Q1 25 | $63.0K | $-3.1M | ||
| Q4 24 | $110.1M | $62.3M | ||
| Q3 24 | $95.3M | $22.7M | ||
| Q2 24 | $85.0M | $44.1M | ||
| Q1 24 | $64.1M | $-21.8M |
| Q4 25 | $31.4M | $46.6M | ||
| Q3 25 | $25.3M | $17.0M | ||
| Q2 25 | $-7.2M | $56.6M | ||
| Q1 25 | $-4.6M | $-10.3M | ||
| Q4 24 | $104.8M | $56.0M | ||
| Q3 24 | $92.0M | $17.7M | ||
| Q2 24 | $81.6M | $39.0M | ||
| Q1 24 | $61.1M | $-26.9M |
| Q4 25 | 4.9% | 12.2% | ||
| Q3 25 | 4.3% | 4.7% | ||
| Q2 25 | -1.2% | 16.4% | ||
| Q1 25 | -0.8% | -3.1% | ||
| Q4 24 | 14.5% | 17.2% | ||
| Q3 24 | 14.3% | 5.7% | ||
| Q2 24 | 12.9% | 12.5% | ||
| Q1 24 | 9.8% | -9.0% |
| Q4 25 | 0.8% | 2.9% | ||
| Q3 25 | 0.8% | 2.8% | ||
| Q2 25 | 0.8% | 2.2% | ||
| Q1 25 | 0.8% | 2.2% | ||
| Q4 24 | 0.7% | 1.9% | ||
| Q3 24 | 0.5% | 1.6% | ||
| Q2 24 | 0.5% | 1.6% | ||
| Q1 24 | 0.5% | 1.7% |
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | -0.01× | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.42× | — |
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
IAC
| $168.5M | 26% | |
| Performance Marketing | $101.2M | 16% |
| Care.com | $85.7M | 13% |
| Subscription | $69.5M | 11% |
| Licensing And Other | $43.8M | 7% |
| Consumer Revenue | $43.2M | 7% |
| Advertising | $35.9M | 6% |
| Project And Other Print | $33.6M | 5% |
| Advertising Google | $28.9M | 4% |
| Newsstand | $22.4M | 3% |
| Emerging Other | $19.6M | 3% |
LFST
暂无分部数据
