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光辉国际（KFY）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
光辉国际的季度营收约是LifeStance Health Group, Inc.的1.9倍（$729.8M vs $382.2M），光辉国际净利率更高（9.9% vs 3.1%，领先6.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 7.0%），光辉国际自由现金流更多（$100.7M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 3.8%）
光辉国际是一家总部位于美国加利福尼亚州洛杉矶的管理咨询企业，成立于1969年。截至2019年，公司在全球53个国家设有111个办事处，员工总数达8198名，旗下设有咨询、数字化、高管寻访、招聘流程外包及专业人才寻访四大业务板块，为全球客户提供全方位的人力资源及管理解决方案。
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。
KFY vs LFST — 直观对比
营收规模更大
KFY
是对方的1.9倍
$382.2M
营收增速更快
LFST
高出10.4%
7.0%
净利率更高
KFY
高出6.9%
3.1%
自由现金流更多
KFY
多$54.0M
$46.6M
两年增速更快
LFST
近两年复合增速
3.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $729.8M | $382.2M |
| 净利润 | $72.4M | $11.7M |
| 毛利率 | — | — |
| 营业利润率 | 13.5% | 4.7% |
| 净利率 | 9.9% | 3.1% |
| 营收同比 | 7.0% | 17.4% |
| 净利润同比 | 19.1% | 264.1% |
| 每股收益（稀释后） | $1.36 | — |
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KFYLFST
| Q4 25 | $729.8M | $382.2M | ||
| Q3 25 | $715.5M | $363.8M | ||
| Q2 25 | $719.8M | $345.3M | ||
| Q1 25 | $676.5M | $333.0M | ||
| Q4 24 | $682.0M | $325.5M | ||
| Q3 24 | $682.8M | $312.7M | ||
| Q2 24 | $699.9M | $312.3M | ||
| Q1 24 | $676.9M | $300.4M |
净利润KFYLFST
| Q4 25 | $72.4M | $11.7M | ||
| Q3 25 | $66.6M | $1.1M | ||
| Q2 25 | $64.2M | $-3.8M | ||
| Q1 25 | $58.4M | $709.0K | ||
| Q4 24 | $60.8M | $-7.1M | ||
| Q3 24 | $62.6M | $-6.0M | ||
| Q2 24 | $65.2M | $-23.3M | ||
| Q1 24 | $59.1M | $-21.1M |
营业利润率KFYLFST
| Q4 25 | 13.5% | 4.7% | ||
| Q3 25 | 11.7% | 2.0% | ||
| Q2 25 | 14.5% | -0.9% | ||
| Q1 25 | 11.6% | 0.5% | ||
| Q4 24 | 12.8% | 0.3% | ||
| Q3 24 | 11.1% | 0.0% | ||
| Q2 24 | 11.9% | -5.1% | ||
| Q1 24 | 7.4% | -5.6% |
净利率KFYLFST
| Q4 25 | 9.9% | 3.1% | ||
| Q3 25 | 9.3% | 0.3% | ||
| Q2 25 | 8.9% | -1.1% | ||
| Q1 25 | 8.6% | 0.2% | ||
| Q4 24 | 8.9% | -2.2% | ||
| Q3 24 | 9.2% | -1.9% | ||
| Q2 24 | 9.3% | -7.5% | ||
| Q1 24 | 8.7% | -7.0% |
每股收益（稀释后）KFYLFST
| Q4 25 | $1.36 | — | ||
| Q3 25 | $1.26 | — | ||
| Q2 25 | $1.19 | — | ||
| Q1 25 | $1.10 | — | ||
| Q4 24 | $1.14 | — | ||
| Q3 24 | $1.17 | — | ||
| Q2 24 | $1.25 | — | ||
| Q1 24 | $1.13 | — |
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 | $801.1M | $248.6M |
| 总债务越低越好 | — | $282.8M |
| 股东权益账面价值 | $1.9B | $1.5B |
| 总资产 | $3.7B | $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KFYLFST
| Q4 25 | $801.1M | $248.6M | ||
| Q3 25 | $721.1M | $203.9M | ||
| Q2 25 | $1.0B | $188.9M | ||
| Q1 25 | $820.0M | $134.3M | ||
| Q4 24 | $735.5M | $154.6M | ||
| Q3 24 | $674.0M | $102.6M | ||
| Q2 24 | $983.7M | $87.0M | ||
| Q1 24 | $782.5M | $49.5M |
总债务KFYLFST
| 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KFYLFST
| Q4 25 | $1.9B | $1.5B | ||
| Q3 25 | $1.9B | $1.5B | ||
| Q2 25 | $1.9B | $1.5B | ||
| Q1 25 | $1.8B | $1.5B | ||
| Q4 24 | $1.8B | $1.4B | ||
| Q3 24 | $1.8B | $1.4B | ||
| Q2 24 | $1.7B | $1.4B | ||
| Q1 24 | $1.7B | $1.4B |
总资产KFYLFST
| Q4 25 | $3.7B | $2.2B | ||
| Q3 25 | $3.6B | $2.1B | ||
| Q2 25 | $3.9B | $2.1B | ||
| Q1 25 | $3.6B | $2.1B | ||
| Q4 24 | $3.5B | $2.1B | ||
| Q3 24 | $3.4B | $2.1B | ||
| Q2 24 | $3.7B | $2.1B | ||
| Q1 24 | $3.6B | $2.1B |
负债/权益比KFYLFST
| 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 | $121.4M | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $100.7M | $46.6M |
| 自由现金流率自由现金流/营收 | 13.8% | 12.2% |
| 资本支出强度资本支出/营收 | 2.8% | 2.9% |
| 现金转化率经营现金流/净利润 | 1.68× | 4.93× |
| 过去12个月自由现金流最近4个季度 | $272.6M | $110.0M |
8季度趋势，按日历期对齐
经营现金流KFYLFST
| Q4 25 | $121.4M | $57.6M | ||
| Q3 25 | $-237.4M | $27.3M | ||
| Q2 25 | $255.8M | $64.4M | ||
| Q1 25 | $213.7M | $-3.1M | ||
| Q4 24 | $122.0M | $62.3M | ||
| Q3 24 | $-227.2M | $22.7M | ||
| Q2 24 | $261.9M | $44.1M | ||
| Q1 24 | $164.0M | $-21.8M |
自由现金流KFYLFST
| Q4 25 | $100.7M | $46.6M | ||
| Q3 25 | $-260.0M | $17.0M | ||
| Q2 25 | $235.5M | $56.6M | ||
| Q1 25 | $196.4M | $-10.3M | ||
| Q4 24 | $107.7M | $56.0M | ||
| Q3 24 | $-237.7M | $17.7M | ||
| Q2 24 | $250.0M | $39.0M | ||
| Q1 24 | $152.3M | $-26.9M |
自由现金流率KFYLFST
| Q4 25 | 13.8% | 12.2% | ||
| Q3 25 | -36.3% | 4.7% | ||
| Q2 25 | 32.7% | 16.4% | ||
| Q1 25 | 29.0% | -3.1% | ||
| Q4 24 | 15.8% | 17.2% | ||
| Q3 24 | -34.8% | 5.7% | ||
| Q2 24 | 35.7% | 12.5% | ||
| Q1 24 | 22.5% | -9.0% |
资本支出强度KFYLFST
| Q4 25 | 2.8% | 2.9% | ||
| Q3 25 | 3.2% | 2.8% | ||
| Q2 25 | 2.8% | 2.2% | ||
| Q1 25 | 2.6% | 2.2% | ||
| Q4 24 | 2.1% | 1.9% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.7% | 1.6% | ||
| Q1 24 | 1.7% | 1.7% |
现金转化率KFYLFST
| Q4 25 | 1.68× | 4.93× | ||
| Q3 25 | -3.56× | 25.34× | ||
| Q2 25 | 3.98× | — | ||
| Q1 25 | 3.66× | -4.36× | ||
| Q4 24 | 2.01× | — | ||
| Q3 24 | -3.63× | — | ||
| Q2 24 | 4.02× | — | ||
| Q1 24 | 2.78× | — |
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
KFY
| Industrial | $234.0M | 32% |
| Technology Service | $104.5M | 14% |
| RPO | $92.3M | 13% |
| Digital | $91.2M | 13% |
| Consumer Goods | $85.0M | 12% |
| Executive Search EMEA | $52.2M | 7% |
| Education Non Profit And General | $43.2M | 6% |
| Executive Search Asia Pacific | $24.3M | 3% |
| Reimbursed Out Of Pocket Engagement Expenses | $8.1M | 1% |
LFST
暂无分部数据
