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Installed Building Products, Inc.（IBP）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
Installed Building Products, Inc.的季度营收约是LifeStance Health Group, Inc.的2.0倍（$747.5M vs $382.2M），Installed Building Products, Inc.净利率更高（10.2% vs 3.1%，领先7.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.4%），Installed Building Products, Inc.自由现金流更多（$49.3M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 3.9%）
Installed Building Products, Inc.是美国领先的建筑产品安装服务商，主营绝缘材料、排水沟、车库门、消防系统及窗帘等产品的专业安装服务，覆盖住宅新建、翻新改造及商业建筑三大领域，业务遍及美国大部分地区。
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。
IBP vs LFST — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $747.5M | $382.2M |
| 净利润 | $76.6M | $11.7M |
| 毛利率 | 35.0% | — |
| 营业利润率 | 14.6% | 4.7% |
| 净利率 | 10.2% | 3.1% |
| 营收同比 | -0.4% | 17.4% |
| 净利润同比 | 14.5% | 264.1% |
| 每股收益（稀释后） | $2.81 | — |
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 | $747.5M | $382.2M | ||
| Q3 25 | $778.2M | $363.8M | ||
| Q2 25 | $760.3M | $345.3M | ||
| Q1 25 | $684.8M | $333.0M | ||
| Q4 24 | $750.2M | $325.5M | ||
| Q3 24 | $760.6M | $312.7M | ||
| Q2 24 | $737.6M | $312.3M | ||
| Q1 24 | $692.9M | $300.4M |
| Q4 25 | $76.6M | $11.7M | ||
| Q3 25 | $74.4M | $1.1M | ||
| Q2 25 | $69.0M | $-3.8M | ||
| Q1 25 | $45.4M | $709.0K | ||
| Q4 24 | $66.9M | $-7.1M | ||
| Q3 24 | $68.6M | $-6.0M | ||
| Q2 24 | $65.2M | $-23.3M | ||
| Q1 24 | $55.9M | $-21.1M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 4.7% | ||
| Q3 25 | 13.7% | 2.0% | ||
| Q2 25 | 13.3% | -0.9% | ||
| Q1 25 | 10.2% | 0.5% | ||
| Q4 24 | 13.1% | 0.3% | ||
| Q3 24 | 13.3% | 0.0% | ||
| Q2 24 | 12.9% | -5.1% | ||
| Q1 24 | 12.7% | -5.6% |
| Q4 25 | 10.2% | 3.1% | ||
| Q3 25 | 9.6% | 0.3% | ||
| Q2 25 | 9.1% | -1.1% | ||
| Q1 25 | 6.6% | 0.2% | ||
| Q4 24 | 8.9% | -2.2% | ||
| Q3 24 | 9.0% | -1.9% | ||
| Q2 24 | 8.8% | -7.5% | ||
| Q1 24 | 8.1% | -7.0% |
| Q4 25 | $2.81 | — | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | — | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.30 | — | ||
| Q1 24 | $1.97 | — |
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 | $321.9M | $248.6M |
| 总债务越低越好 | $886.6M | $282.8M |
| 股东权益账面价值 | $709.9M | $1.5B |
| 总资产 | $2.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 1.25× | 0.19× |
8季度趋势，按日历期对齐
| Q4 25 | $321.9M | $248.6M | ||
| Q3 25 | $333.3M | $203.9M | ||
| Q2 25 | $305.2M | $188.9M | ||
| Q1 25 | $298.7M | $134.3M | ||
| Q4 24 | $327.6M | $154.6M | ||
| Q3 24 | $406.2M | $102.6M | ||
| Q2 24 | $380.3M | $87.0M | ||
| Q1 24 | $399.9M | $49.5M |
| Q4 25 | $886.6M | $282.8M | ||
| Q3 25 | $880.8M | $284.6M | ||
| Q2 25 | $876.1M | $286.4M | ||
| Q1 25 | $872.4M | $288.2M | ||
| Q4 24 | $874.8M | $290.0M | ||
| Q3 24 | $872.3M | $287.3M | ||
| Q2 24 | $875.8M | $288.0M | ||
| Q1 24 | $875.0M | $288.8M |
| Q4 25 | $709.9M | $1.5B | ||
| Q3 25 | $678.6M | $1.5B | ||
| Q2 25 | $664.5M | $1.5B | ||
| Q1 25 | $660.9M | $1.5B | ||
| Q4 24 | $705.3M | $1.4B | ||
| Q3 24 | $716.4M | $1.4B | ||
| Q2 24 | $685.3M | $1.4B | ||
| Q1 24 | $679.2M | $1.4B |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.0B | $2.1B | ||
| Q1 24 | $2.0B | $2.1B |
| Q4 25 | 1.25× | 0.19× | ||
| Q3 25 | 1.30× | 0.19× | ||
| Q2 25 | 1.32× | 0.19× | ||
| Q1 25 | 1.32× | 0.20× | ||
| Q4 24 | 1.24× | 0.20× | ||
| Q3 24 | 1.22× | 0.20× | ||
| Q2 24 | 1.28× | 0.20× | ||
| Q1 24 | 1.29× | 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 | $64.9M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $49.3M | $46.6M |
| 自由现金流率自由现金流/营收 | 6.6% | 12.2% |
| 资本支出强度资本支出/营收 | 2.1% | 2.9% |
| 现金转化率经营现金流/净利润 | 0.85× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $300.8M | $110.0M |
8季度趋势，按日历期对齐
| Q4 25 | $64.9M | $57.6M | ||
| Q3 25 | $124.0M | $27.3M | ||
| Q2 25 | $90.4M | $64.4M | ||
| Q1 25 | $92.1M | $-3.1M | ||
| Q4 24 | $74.8M | $62.3M | ||
| Q3 24 | $101.4M | $22.7M | ||
| Q2 24 | $79.0M | $44.1M | ||
| Q1 24 | $84.8M | $-21.8M |
| Q4 25 | $49.3M | $46.6M | ||
| Q3 25 | $104.8M | $17.0M | ||
| Q2 25 | $74.8M | $56.6M | ||
| Q1 25 | $71.9M | $-10.3M | ||
| Q4 24 | $52.9M | $56.0M | ||
| Q3 24 | $77.3M | $17.7M | ||
| Q2 24 | $58.2M | $39.0M | ||
| Q1 24 | $63.0M | $-26.9M |
| Q4 25 | 6.6% | 12.2% | ||
| Q3 25 | 13.5% | 4.7% | ||
| Q2 25 | 9.8% | 16.4% | ||
| Q1 25 | 10.5% | -3.1% | ||
| Q4 24 | 7.1% | 17.2% | ||
| Q3 24 | 10.2% | 5.7% | ||
| Q2 24 | 7.9% | 12.5% | ||
| Q1 24 | 9.1% | -9.0% |
| Q4 25 | 2.1% | 2.9% | ||
| Q3 25 | 2.5% | 2.8% | ||
| Q2 25 | 2.1% | 2.2% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 3.2% | 1.6% | ||
| Q2 24 | 2.8% | 1.6% | ||
| Q1 24 | 3.1% | 1.7% |
| Q4 25 | 0.85× | 4.93× | ||
| Q3 25 | 1.67× | 25.34× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | -4.36× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | — |
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
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
LFST
暂无分部数据
