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艺达思集团（IEX）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
艺达思集团的季度营收约是LifeStance Health Group, Inc.的1.0倍（$398.4M vs $382.2M），艺达思集团净利率更高（30.1% vs 3.1%，领先27.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 16.7%），艺达思集团自由现金流更多（$86.0M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -29.4%）
艺达思集团是一家公开上市的工业制造企业，专注于流体系统与特种工程产品的研发和生产，产品广泛应用于工业制造、生命科学、食品安全等多个领域，可为全球各行业客户提供高性能定制化解决方案。
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。
IEX vs LFST — 直观对比
营收规模更大
IEX
是对方的1.0倍
$382.2M
营收增速更快
LFST
高出0.8%
16.7%
净利率更高
IEX
高出27.1%
3.1%
自由现金流更多
IEX
多$39.4M
$46.6M
两年增速更快
LFST
近两年复合增速
-29.4%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $398.4M | $382.2M |
| 净利润 | $120.0M | $11.7M |
| 毛利率 | 99.9% | — |
| 营业利润率 | 43.3% | 4.7% |
| 净利率 | 30.1% | 3.1% |
| 营收同比 | 16.7% | 17.4% |
| 净利润同比 | 25.7% | 264.1% |
| 每股收益（稀释后） | $1.61 | — |
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IEXLFST
| Q2 26 | $398.4M | — | ||
| Q1 26 | $407.7M | — | ||
| Q4 25 | $899.1M | $382.2M | ||
| Q3 25 | $878.7M | $363.8M | ||
| Q2 25 | $865.4M | $345.3M | ||
| Q1 25 | $814.3M | $333.0M | ||
| Q4 24 | $862.9M | $325.5M | ||
| Q3 24 | $798.2M | $312.7M |
净利润IEXLFST
| Q2 26 | $120.0M | — | ||
| Q1 26 | $128.3M | — | ||
| Q4 25 | $128.3M | $11.7M | ||
| Q3 25 | $127.8M | $1.1M | ||
| Q2 25 | $131.6M | $-3.8M | ||
| Q1 25 | $95.5M | $709.0K | ||
| Q4 24 | $123.2M | $-7.1M | ||
| Q3 24 | $119.1M | $-6.0M |
毛利率IEXLFST
| Q2 26 | 99.9% | — | ||
| Q1 26 | 94.9% | — | ||
| Q4 25 | 43.1% | — | ||
| Q3 25 | 44.5% | — | ||
| Q2 25 | 45.3% | — | ||
| Q1 25 | 45.3% | — | ||
| Q4 24 | 42.5% | — | ||
| Q3 24 | 44.3% | — |
营业利润率IEXLFST
| Q2 26 | 43.3% | — | ||
| Q1 26 | 45.0% | — | ||
| Q4 25 | 20.4% | 4.7% | ||
| Q3 25 | 21.1% | 2.0% | ||
| Q2 25 | 21.7% | -0.9% | ||
| Q1 25 | 17.4% | 0.5% | ||
| Q4 24 | 19.2% | 0.3% | ||
| Q3 24 | 21.0% | 0.0% |
净利率IEXLFST
| Q2 26 | 30.1% | — | ||
| Q1 26 | 31.5% | — | ||
| Q4 25 | 14.3% | 3.1% | ||
| Q3 25 | 14.5% | 0.3% | ||
| Q2 25 | 15.2% | -1.1% | ||
| Q1 25 | 11.7% | 0.2% | ||
| Q4 24 | 14.3% | -2.2% | ||
| Q3 24 | 14.9% | -1.9% |
每股收益（稀释后）IEXLFST
| Q2 26 | $1.61 | — | ||
| Q1 26 | $1.71 | — | ||
| Q4 25 | $1.71 | — | ||
| Q3 25 | $1.70 | — | ||
| Q2 25 | $1.74 | — | ||
| Q1 25 | $1.26 | — | ||
| Q4 24 | $1.61 | — | ||
| Q3 24 | $1.57 | — |
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 | $586.2M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $4.0B | $1.5B |
| 总资产 | $6.9B | $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IEXLFST
| Q2 26 | $586.2M | — | ||
| Q1 26 | $580.0M | — | ||
| Q4 25 | $580.0M | $248.6M | ||
| Q3 25 | $593.8M | $203.9M | ||
| Q2 25 | $568.2M | $188.9M | ||
| Q1 25 | $594.1M | $134.3M | ||
| Q4 24 | $620.8M | $154.6M | ||
| Q3 24 | $633.2M | $102.6M |
总债务IEXLFST
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $282.8M | ||
| Q3 25 | $1.9B | $284.6M | ||
| Q2 25 | $1.9B | $286.4M | ||
| Q1 25 | $2.0B | $288.2M | ||
| Q4 24 | $2.0B | $290.0M | ||
| Q3 24 | $2.1B | $287.3M |
股东权益IEXLFST
| Q2 26 | $4.0B | — | ||
| Q1 26 | $4.0B | — | ||
| Q4 25 | $4.0B | $1.5B | ||
| Q3 25 | $4.0B | $1.5B | ||
| Q2 25 | $4.0B | $1.5B | ||
| Q1 25 | $3.9B | $1.5B | ||
| Q4 24 | $3.8B | $1.4B | ||
| Q3 24 | $3.8B | $1.4B |
总资产IEXLFST
| Q2 26 | $6.9B | — | ||
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.9B | $2.2B | ||
| Q3 25 | $7.0B | $2.1B | ||
| Q2 25 | $6.9B | $2.1B | ||
| Q1 25 | $6.8B | $2.1B | ||
| Q4 24 | $6.7B | $2.1B | ||
| Q3 24 | $7.0B | $2.1B |
负债/权益比IEXLFST
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | 0.19× | ||
| Q3 25 | 0.48× | 0.19× | ||
| Q2 25 | 0.46× | 0.19× | ||
| Q1 25 | 0.50× | 0.20× | ||
| Q4 24 | 0.52× | 0.20× | ||
| Q3 24 | 0.55× | 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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $86.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 21.6% | 12.2% |
| 资本支出强度资本支出/营收 | 4.4% | 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 | $654.3M | $110.0M |
8季度趋势，按日历期对齐
经营现金流IEXLFST
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $209.5M | $57.6M | ||
| Q3 25 | $203.5M | $27.3M | ||
| Q2 25 | $161.7M | $64.4M | ||
| Q1 25 | $105.7M | $-3.1M | ||
| Q4 24 | $172.6M | $62.3M | ||
| Q3 24 | $205.3M | $22.7M |
自由现金流IEXLFST
| Q2 26 | $86.0M | — | ||
| Q1 26 | $189.8M | — | ||
| Q4 25 | $189.8M | $46.6M | ||
| Q3 25 | $188.7M | $17.0M | ||
| Q2 25 | $146.9M | $56.6M | ||
| Q1 25 | $91.4M | $-10.3M | ||
| Q4 24 | $157.1M | $56.0M | ||
| Q3 24 | $191.6M | $17.7M |
自由现金流率IEXLFST
| Q2 26 | 21.6% | — | ||
| Q1 26 | 46.6% | — | ||
| Q4 25 | 21.1% | 12.2% | ||
| Q3 25 | 21.5% | 4.7% | ||
| Q2 25 | 17.0% | 16.4% | ||
| Q1 25 | 11.2% | -3.1% | ||
| Q4 24 | 18.2% | 17.2% | ||
| Q3 24 | 24.0% | 5.7% |
资本支出强度IEXLFST
| Q2 26 | 4.4% | — | ||
| Q1 26 | 15.6% | — | ||
| Q4 25 | 2.2% | 2.9% | ||
| Q3 25 | 1.7% | 2.8% | ||
| Q2 25 | 1.7% | 2.2% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 1.8% | 1.9% | ||
| Q3 24 | 1.7% | 1.6% |
现金转化率IEXLFST
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.63× | 4.93× | ||
| Q3 25 | 1.59× | 25.34× | ||
| Q2 25 | 1.23× | — | ||
| Q1 25 | 1.11× | -4.36× | ||
| Q4 24 | 1.40× | — | ||
| Q3 24 | 1.72× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
