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IMMERSION CORP（IMMR）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
LifeStance Health Group, Inc.的季度营收约是IMMERSION CORP的1.0倍（$382.2M vs $372.9M），LifeStance Health Group, Inc.净利率更高（3.1% vs -4.6%，领先7.6%），IMMERSION CORP同比增速更快（750.4% vs 17.4%），过去两年IMMERSION CORP的营收复合增速更高（537.9% vs 12.8%）
Immersion Corporation总部位于佛罗里达州阿文图拉，主要研发并授权触觉反馈技术（即触感技术）。公司由路易斯·罗森伯格于1993年创立，目前由律师弗朗西斯·何塞掌管，他同时担任首席执行官与总法律顾问一职。
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。
IMMR vs LFST — 直观对比
营收规模更大
LFST
是对方的1.0倍
$372.9M
营收增速更快
IMMR
高出733.0%
17.4%
净利率更高
LFST
高出7.6%
-4.6%
两年增速更快
IMMR
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $372.9M | $382.2M |
| 净利润 | $-17.0M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | -2.8% | 4.7% |
| 净利率 | -4.6% | 3.1% |
| 营收同比 | 750.4% | 17.4% |
| 净利润同比 | -191.3% | 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
营收IMMRLFST
| Q4 25 | — | $382.2M | ||
| Q3 25 | — | $363.8M | ||
| Q2 25 | $372.9M | $345.3M | ||
| Q1 25 | $471.3M | $333.0M | ||
| Q4 24 | $616.2M | $325.5M | ||
| Q3 24 | — | $312.7M | ||
| Q2 24 | $95.5M | $312.3M | ||
| Q1 24 | $43.8M | $300.4M |
净利润IMMRLFST
| Q4 25 | — | $11.7M | ||
| Q3 25 | — | $1.1M | ||
| Q2 25 | $-17.0M | $-3.8M | ||
| Q1 25 | $24.1M | $709.0K | ||
| Q4 24 | $30.8M | $-7.1M | ||
| Q3 24 | — | $-6.0M | ||
| Q2 24 | $26.4M | $-23.3M | ||
| Q1 24 | $18.7M | $-21.1M |
营业利润率IMMRLFST
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -2.8% | -0.9% | ||
| Q1 25 | 7.5% | 0.5% | ||
| Q4 24 | 11.4% | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | 23.7% | -5.1% | ||
| Q1 24 | 37.9% | -5.6% |
净利率IMMRLFST
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | -4.6% | -1.1% | ||
| Q1 25 | 5.1% | 0.2% | ||
| Q4 24 | 5.0% | -2.2% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | 27.7% | -7.5% | ||
| Q1 24 | 42.5% | -7.0% |
每股收益（稀释后）IMMRLFST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-0.57 | — | ||
| Q1 25 | $0.73 | — | ||
| Q4 24 | $0.93 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $0.81 | — | ||
| Q1 24 | $0.59 | — |
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 | $161.4M | $248.6M |
| 总债务越低越好 | $103.1M | $282.8M |
| 股东权益账面价值 | $298.1M | $1.5B |
| 总资产 | $1.1B | $2.2B |
| 负债/权益比越低杠杆越低 | 0.35× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资IMMRLFST
| Q4 25 | — | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | $161.4M | $188.9M | ||
| Q1 25 | $153.9M | $134.3M | ||
| Q4 24 | $159.3M | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | $133.4M | $87.0M | ||
| Q1 24 | $179.1M | $49.5M |
总债务IMMRLFST
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | $103.1M | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
股东权益IMMRLFST
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $298.1M | $1.5B | ||
| Q1 25 | $317.9M | $1.5B | ||
| Q4 24 | $305.5M | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $273.4M | $1.4B | ||
| Q1 24 | $201.5M | $1.4B |
总资产IMMRLFST
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $1.2B | $2.1B | ||
| Q1 24 | $244.7M | $2.1B |
负债/权益比IMMRLFST
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | 0.35× | 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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | — | $46.6M |
| 自由现金流率自由现金流/营收 | — | 12.2% |
| 资本支出强度资本支出/营收 | — | 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 | — | $110.0M |
8季度趋势，按日历期对齐
经营现金流IMMRLFST
| Q4 25 | — | $57.6M | ||
| Q3 25 | — | $27.3M | ||
| Q2 25 | — | $64.4M | ||
| Q1 25 | $-43.7M | $-3.1M | ||
| Q4 24 | — | $62.3M | ||
| Q3 24 | — | $22.7M | ||
| Q2 24 | $-85.9M | $44.1M | ||
| Q1 24 | $29.9M | $-21.8M |
自由现金流IMMRLFST
| Q4 25 | — | $46.6M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | — | $56.6M | ||
| Q1 25 | $-46.2M | $-10.3M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | — | $39.0M | ||
| Q1 24 | — | $-26.9M |
自由现金流率IMMRLFST
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | — | 16.4% | ||
| Q1 25 | -9.8% | -3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | — | 12.5% | ||
| Q1 24 | — | -9.0% |
资本支出强度IMMRLFST
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | 0.5% | 2.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 1.7% |
现金转化率IMMRLFST
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | -1.82× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | -3.25× | — | ||
| Q1 24 | 1.60× | — |
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
IMMR
| Course Material Sale | $150.9M | 40% |
| General Merchandise Sale | $138.0M | 37% |
| Rental Services | $51.8M | 14% |
| Services And Other Revenue | $25.6M | 7% |
| Per Unit Royalties | $1.8M | 0% |
LFST
暂无分部数据
