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Samsara Inc.（IOT）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
Samsara Inc.的季度营收约是LifeStance Health Group, Inc.的1.1倍（$416.0M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs 1.9%，领先1.2%），Samsara Inc.同比增速更快（29.2% vs 17.4%），Samsara Inc.自由现金流更多（$55.8M vs $46.6M），过去两年Samsara Inc.的营收复合增速更高（22.7% vs 12.8%）
Samsara Inc.是总部位于美国加利福尼亚州旧金山的物联网企业，专注为实体运营场景提供车联网软件及数据分析服务，客户覆盖北美、欧洲多地。旗下互联运营云平台服务交通、建筑、能源、公用事业、公共部门、零售等领域，助力提升运营的安全性与效率。
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。
IOT vs LFST — 直观对比
营收规模更大
IOT
是对方的1.1倍
$382.2M
营收增速更快
IOT
高出11.8%
17.4%
净利率更高
LFST
高出1.2%
1.9%
自由现金流更多
IOT
多$9.2M
$46.6M
两年增速更快
IOT
近两年复合增速
12.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $416.0M | $382.2M |
| 净利润 | $7.8M | $11.7M |
| 毛利率 | 76.7% | — |
| 营业利润率 | -0.4% | 4.7% |
| 净利率 | 1.9% | 3.1% |
| 营收同比 | 29.2% | 17.4% |
| 净利润同比 | 120.5% | 264.1% |
| 每股收益（稀释后） | $0.01 | — |
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IOTLFST
| Q4 25 | $416.0M | $382.2M | ||
| Q3 25 | $391.5M | $363.8M | ||
| Q2 25 | $366.9M | $345.3M | ||
| Q1 25 | $346.3M | $333.0M | ||
| Q4 24 | $322.0M | $325.5M | ||
| Q3 24 | $300.2M | $312.7M | ||
| Q2 24 | $280.7M | $312.3M | ||
| Q1 24 | $276.3M | $300.4M |
净利润IOTLFST
| Q4 25 | $7.8M | $11.7M | ||
| Q3 25 | $-16.8M | $1.1M | ||
| Q2 25 | $-22.1M | $-3.8M | ||
| Q1 25 | $-11.2M | $709.0K | ||
| Q4 24 | $-37.8M | $-7.1M | ||
| Q3 24 | $-49.6M | $-6.0M | ||
| Q2 24 | $-56.3M | $-23.3M | ||
| Q1 24 | $-113.4M | $-21.1M |
毛利率IOTLFST
| Q4 25 | 76.7% | — | ||
| Q3 25 | 76.9% | — | ||
| Q2 25 | 77.3% | — | ||
| Q1 25 | 76.8% | — | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 75.6% | — | ||
| Q2 24 | 75.6% | — | ||
| Q1 24 | 75.0% | — |
营业利润率IOTLFST
| Q4 25 | -0.4% | 4.7% | ||
| Q3 25 | -6.8% | 2.0% | ||
| Q2 25 | -9.1% | -0.9% | ||
| Q1 25 | -5.3% | 0.5% | ||
| Q4 24 | -14.7% | 0.3% | ||
| Q3 24 | -19.4% | 0.0% | ||
| Q2 24 | -23.5% | -5.1% | ||
| Q1 24 | -44.5% | -5.6% |
净利率IOTLFST
| Q4 25 | 1.9% | 3.1% | ||
| Q3 25 | -4.3% | 0.3% | ||
| Q2 25 | -6.0% | -1.1% | ||
| Q1 25 | -3.2% | 0.2% | ||
| Q4 24 | -11.7% | -2.2% | ||
| Q3 24 | -16.5% | -1.9% | ||
| Q2 24 | -20.1% | -7.5% | ||
| Q1 24 | -41.0% | -7.0% |
每股收益（稀释后）IOTLFST
| Q4 25 | $0.01 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $-0.04 | — | ||
| Q1 25 | $-0.02 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.09 | — | ||
| Q2 24 | $-0.10 | — | ||
| Q1 24 | $-0.22 | — |
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 | $275.1M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.3B | $1.5B |
| 总资产 | $2.3B | $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IOTLFST
| Q4 25 | $275.1M | $248.6M | ||
| Q3 25 | $258.5M | $203.9M | ||
| Q2 25 | $259.0M | $188.9M | ||
| Q1 25 | $227.6M | $134.3M | ||
| Q4 24 | $160.3M | $154.6M | ||
| Q3 24 | $159.3M | $102.6M | ||
| Q2 24 | $162.5M | $87.0M | ||
| Q1 24 | $135.5M | $49.5M |
总债务IOTLFST
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $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IOTLFST
| Q4 25 | $1.3B | $1.5B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.1B | $1.5B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $999.1M | $1.4B | ||
| Q3 24 | $964.7M | $1.4B | ||
| Q2 24 | $923.9M | $1.4B | ||
| Q1 24 | $915.1M | $1.4B |
总资产IOTLFST
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $1.9B | $2.1B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.7B | $2.1B | ||
| Q1 24 | $1.7B | $2.1B |
负债/权益比IOTLFST
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 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 | $63.7M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $46.6M |
| 自由现金流率自由现金流/营收 | 13.4% | 12.2% |
| 资本支出强度资本支出/营收 | 1.9% | 2.9% |
| 现金转化率经营现金流/净利润 | 8.20× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $194.2M | $110.0M |
8季度趋势，按日历期对齐
经营现金流IOTLFST
| Q4 25 | $63.7M | $57.6M | ||
| Q3 25 | $50.2M | $27.3M | ||
| Q2 25 | $52.6M | $64.4M | ||
| Q1 25 | $53.9M | $-3.1M | ||
| Q4 24 | $36.0M | $62.3M | ||
| Q3 24 | $18.1M | $22.7M | ||
| Q2 24 | $23.7M | $44.1M | ||
| Q1 24 | $-41.9M | $-21.8M |
自由现金流IOTLFST
| Q4 25 | $55.8M | $46.6M | ||
| Q3 25 | $44.2M | $17.0M | ||
| Q2 25 | $45.7M | $56.6M | ||
| Q1 25 | $48.5M | $-10.3M | ||
| Q4 24 | $31.2M | $56.0M | ||
| Q3 24 | $13.1M | $17.7M | ||
| Q2 24 | $18.6M | $39.0M | ||
| Q1 24 | $-44.0M | $-26.9M |
自由现金流率IOTLFST
| Q4 25 | 13.4% | 12.2% | ||
| Q3 25 | 11.3% | 4.7% | ||
| Q2 25 | 12.5% | 16.4% | ||
| Q1 25 | 14.0% | -3.1% | ||
| Q4 24 | 9.7% | 17.2% | ||
| Q3 24 | 4.4% | 5.7% | ||
| Q2 24 | 6.6% | 12.5% | ||
| Q1 24 | -15.9% | -9.0% |
资本支出强度IOTLFST
| Q4 25 | 1.9% | 2.9% | ||
| Q3 25 | 1.5% | 2.8% | ||
| Q2 25 | 1.9% | 2.2% | ||
| Q1 25 | 1.5% | 2.2% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 1.7% | 1.6% | ||
| Q2 24 | 1.8% | 1.6% | ||
| Q1 24 | 0.8% | 1.7% |
现金转化率IOTLFST
| Q4 25 | 8.20× | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
