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null（JACK）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null的1.1倍（$382.2M vs $349.5M），LifeStance Health Group, Inc.净利率更高（3.1% vs -0.7%，领先3.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -25.5%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $7.3M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -18.6%）
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
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。
JACK vs LFST — 直观对比
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $349.5M | $382.2M |
| 净利润 | $-2.5M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 13.3% | 4.7% |
| 净利率 | -0.7% | 3.1% |
| 营收同比 | -25.5% | 17.4% |
| 净利润同比 | -107.3% | 264.1% |
| 每股收益（稀释后） | $-0.13 | — |
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
| Q1 26 | $349.5M | — | ||
| Q4 25 | — | $382.2M | ||
| Q3 25 | — | $363.8M | ||
| Q2 25 | $336.7M | $345.3M | ||
| Q1 25 | $371.1M | $333.0M | ||
| Q4 24 | — | $325.5M | ||
| Q3 24 | — | $312.7M | ||
| Q2 24 | $365.3M | $312.3M |
| Q1 26 | $-2.5M | — | ||
| Q4 25 | — | $11.7M | ||
| Q3 25 | — | $1.1M | ||
| Q2 25 | $-142.2M | $-3.8M | ||
| Q1 25 | $33.7M | $709.0K | ||
| Q4 24 | — | $-7.1M | ||
| Q3 24 | — | $-6.0M | ||
| Q2 24 | $25.0M | $-23.3M |
| Q1 26 | 13.3% | — | ||
| Q4 25 | — | 4.7% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | -46.7% | -0.9% | ||
| Q1 25 | 19.0% | 0.5% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | 14.8% | -5.1% |
| Q1 26 | -0.7% | — | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | -42.2% | -1.1% | ||
| Q1 25 | 9.1% | 0.2% | ||
| Q4 24 | — | -2.2% | ||
| Q3 24 | — | -1.9% | ||
| Q2 24 | 6.8% | -7.5% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $-7.47 | — | ||
| Q1 25 | $1.75 | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.26 | — |
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 | — | $248.6M |
| 总债务越低越好 | $1.6B | $282.8M |
| 股东权益账面价值 | $-936.0M | $1.5B |
| 总资产 | $2.0B | $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
| Q1 26 | — | — | ||
| Q4 25 | — | $248.6M | ||
| Q3 25 | — | $203.9M | ||
| Q2 25 | — | $188.9M | ||
| Q1 25 | — | $134.3M | ||
| Q4 24 | — | $154.6M | ||
| Q3 24 | — | $102.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | $1.7B | $286.4M | ||
| Q1 25 | $1.7B | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | — | $287.3M | ||
| Q2 24 | $1.7B | $288.0M |
| Q1 26 | $-936.0M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | $-976.2M | $1.5B | ||
| Q1 25 | $-827.1M | $1.5B | ||
| Q4 24 | — | $1.4B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | $-702.6M | $1.4B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.1B | ||
| Q2 25 | $2.6B | $2.1B | ||
| Q1 25 | $2.8B | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $2.9B | $2.1B |
| Q1 26 | — | — | ||
| 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× |
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 | $30.5M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $7.3M | $46.6M |
| 自由现金流率自由现金流/营收 | 2.1% | 12.2% |
| 资本支出强度资本支出/营收 | 6.6% | 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 | $34.8M | $110.0M |
8季度趋势，按日历期对齐
| Q1 26 | $30.5M | — | ||
| Q4 25 | — | $57.6M | ||
| Q3 25 | — | $27.3M | ||
| Q2 25 | $-36.8M | $64.4M | ||
| Q1 25 | $105.7M | $-3.1M | ||
| Q4 24 | — | $62.3M | ||
| Q3 24 | — | $22.7M | ||
| Q2 24 | $16.7M | $44.1M |
| Q1 26 | $7.3M | — | ||
| Q4 25 | — | $46.6M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | $-63.2M | $56.6M | ||
| Q1 25 | $84.4M | $-10.3M | ||
| Q4 24 | — | $56.0M | ||
| Q3 24 | — | $17.7M | ||
| Q2 24 | $6.4M | $39.0M |
| Q1 26 | 2.1% | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | -18.8% | 16.4% | ||
| Q1 25 | 22.7% | -3.1% | ||
| Q4 24 | — | 17.2% | ||
| Q3 24 | — | 5.7% | ||
| Q2 24 | 1.8% | 12.5% |
| Q1 26 | 6.6% | — | ||
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | 7.9% | 2.2% | ||
| Q1 25 | 5.7% | 2.2% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | 2.8% | 1.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.93× | ||
| Q3 25 | — | 25.34× | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.14× | -4.36× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — |
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
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
LFST
暂无分部数据
