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LifeStance Health Group, Inc.（LFST）与力特（LFUS）财务数据对比。点击上方公司名可切换其他公司
力特的季度营收约是LifeStance Health Group, Inc.的1.6倍（$593.9M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -40.8%，领先43.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 12.2%），力特自由现金流更多（$119.7M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 5.3%）
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。
力特是全球领先的电路保护、传感及控制组件制造商，主营保险丝、半导体保护器件、功率开关、传感器、断路器等产品，服务汽车、工业电子、消费电子、通信及可再生能源等领域，为全球客户提供提升设备安全可靠性的解决方案。
LFST vs LFUS — 直观对比
营收规模更大
LFUS
是对方的1.6倍
$382.2M
营收增速更快
LFST
高出5.3%
12.2%
净利率更高
LFST
高出43.8%
-40.8%
自由现金流更多
LFUS
多$73.1M
$46.6M
两年增速更快
LFST
近两年复合增速
5.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $593.9M |
| 净利润 | $11.7M | $-242.1M |
| 毛利率 | — | 38.0% |
| 营业利润率 | 4.7% | -37.5% |
| 净利率 | 3.1% | -40.8% |
| 营收同比 | 17.4% | 12.2% |
| 净利润同比 | 264.1% | -367.6% |
| 每股收益（稀释后） | — | $-9.71 |
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LFSTLFUS
| Q4 25 | $382.2M | $593.9M | ||
| Q3 25 | $363.8M | $624.6M | ||
| Q2 25 | $345.3M | $613.4M | ||
| Q1 25 | $333.0M | $554.3M | ||
| Q4 24 | $325.5M | $529.5M | ||
| Q3 24 | $312.7M | $567.4M | ||
| Q2 24 | $312.3M | $558.5M | ||
| Q1 24 | $300.4M | $535.4M |
净利润LFSTLFUS
| Q4 25 | $11.7M | $-242.1M | ||
| Q3 25 | $1.1M | $69.5M | ||
| Q2 25 | $-3.8M | $57.3M | ||
| Q1 25 | $709.0K | $43.6M | ||
| Q4 24 | $-7.1M | $-51.8M | ||
| Q3 24 | $-6.0M | $58.1M | ||
| Q2 24 | $-23.3M | $45.5M | ||
| Q1 24 | $-21.1M | $48.5M |
毛利率LFSTLFUS
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 38.6% | ||
| Q2 25 | — | 37.8% | ||
| Q1 25 | — | 37.4% | ||
| Q4 24 | — | 33.4% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | — | 37.1% | ||
| Q1 24 | — | 35.1% |
营业利润率LFSTLFUS
| Q4 25 | 4.7% | -37.5% | ||
| Q3 25 | 2.0% | 15.6% | ||
| Q2 25 | -0.9% | 15.1% | ||
| Q1 25 | 0.5% | 12.7% | ||
| Q4 24 | 0.3% | -9.3% | ||
| Q3 24 | 0.0% | 15.5% | ||
| Q2 24 | -5.1% | 11.7% | ||
| Q1 24 | -5.6% | 10.3% |
净利率LFSTLFUS
| Q4 25 | 3.1% | -40.8% | ||
| Q3 25 | 0.3% | 11.1% | ||
| Q2 25 | -1.1% | 9.3% | ||
| Q1 25 | 0.2% | 7.9% | ||
| Q4 24 | -2.2% | -9.8% | ||
| Q3 24 | -1.9% | 10.2% | ||
| Q2 24 | -7.5% | 8.1% | ||
| Q1 24 | -7.0% | 9.0% |
每股收益（稀释后）LFSTLFUS
| Q4 25 | — | $-9.71 | ||
| Q3 25 | — | $2.77 | ||
| Q2 25 | — | $2.30 | ||
| Q1 25 | — | $1.75 | ||
| Q4 24 | — | $-2.07 | ||
| Q3 24 | — | $2.32 | ||
| Q2 24 | — | $1.82 | ||
| Q1 24 | — | $1.93 |
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 | $563.7M |
| 总债务越低越好 | $282.8M | $802.6M |
| 股东权益账面价值 | $1.5B | $2.4B |
| 总资产 | $2.2B | $4.0B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资LFSTLFUS
| Q4 25 | $248.6M | $563.7M | ||
| Q3 25 | $203.9M | $815.0M | ||
| Q2 25 | $188.9M | $685.5M | ||
| Q1 25 | $134.3M | $619.7M | ||
| Q4 24 | $154.6M | $725.9M | ||
| Q3 24 | $102.6M | $630.7M | ||
| Q2 24 | $87.0M | $562.7M | ||
| Q1 24 | $49.5M | $562.4M |
总债务LFSTLFUS
| Q4 25 | $282.8M | $802.6M | ||
| Q3 25 | $284.6M | $805.8M | ||
| Q2 25 | $286.4M | $810.2M | ||
| Q1 25 | $288.2M | $805.7M | ||
| Q4 24 | $290.0M | $856.1M | ||
| Q3 24 | $287.3M | $867.7M | ||
| Q2 24 | $288.0M | $863.5M | ||
| Q1 24 | $288.8M | $866.7M |
股东权益LFSTLFUS
| Q4 25 | $1.5B | $2.4B | ||
| Q3 25 | $1.5B | $2.7B | ||
| Q2 25 | $1.5B | $2.6B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.4B | $2.4B | ||
| Q3 24 | $1.4B | $2.6B | ||
| Q2 24 | $1.4B | $2.5B | ||
| Q1 24 | $1.4B | $2.5B |
总资产LFSTLFUS
| Q4 25 | $2.2B | $4.0B | ||
| Q3 25 | $2.1B | $4.2B | ||
| Q2 25 | $2.1B | $4.1B | ||
| Q1 25 | $2.1B | $3.9B | ||
| Q4 24 | $2.1B | $3.9B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.1B | $3.9B | ||
| Q1 24 | $2.1B | $3.9B |
负债/权益比LFSTLFUS
| Q4 25 | 0.19× | 0.33× | ||
| Q3 25 | 0.19× | 0.30× | ||
| Q2 25 | 0.19× | 0.31× | ||
| Q1 25 | 0.20× | 0.33× | ||
| Q4 24 | 0.20× | 0.35× | ||
| Q3 24 | 0.20× | 0.34× | ||
| Q2 24 | 0.20× | 0.35× | ||
| Q1 24 | 0.20× | 0.35× |
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 | $138.7M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $119.7M |
| 自由现金流率自由现金流/营收 | 12.2% | 20.2% |
| 资本支出强度资本支出/营收 | 2.9% | 3.2% |
| 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 | $366.1M |
8季度趋势，按日历期对齐
经营现金流LFSTLFUS
| Q4 25 | $57.6M | $138.7M | ||
| Q3 25 | $27.3M | $146.9M | ||
| Q2 25 | $64.4M | $82.5M | ||
| Q1 25 | $-3.1M | $65.8M | ||
| Q4 24 | $62.3M | $160.6M | ||
| Q3 24 | $22.7M | $80.4M | ||
| Q2 24 | $44.1M | $69.4M | ||
| Q1 24 | $-21.8M | $57.1M |
自由现金流LFSTLFUS
| Q4 25 | $46.6M | $119.7M | ||
| Q3 25 | $17.0M | $131.2M | ||
| Q2 25 | $56.6M | $72.6M | ||
| Q1 25 | $-10.3M | $42.7M | ||
| Q4 24 | $56.0M | $134.8M | ||
| Q3 24 | $17.7M | $65.0M | ||
| Q2 24 | $39.0M | $50.3M | ||
| Q1 24 | $-26.9M | $41.6M |
自由现金流率LFSTLFUS
| Q4 25 | 12.2% | 20.2% | ||
| Q3 25 | 4.7% | 21.0% | ||
| Q2 25 | 16.4% | 11.8% | ||
| Q1 25 | -3.1% | 7.7% | ||
| Q4 24 | 17.2% | 25.5% | ||
| Q3 24 | 5.7% | 11.5% | ||
| Q2 24 | 12.5% | 9.0% | ||
| Q1 24 | -9.0% | 7.8% |
资本支出强度LFSTLFUS
| Q4 25 | 2.9% | 3.2% | ||
| Q3 25 | 2.8% | 2.5% | ||
| Q2 25 | 2.2% | 1.6% | ||
| Q1 25 | 2.2% | 4.2% | ||
| Q4 24 | 1.9% | 4.9% | ||
| Q3 24 | 1.6% | 2.7% | ||
| Q2 24 | 1.6% | 3.4% | ||
| Q1 24 | 1.7% | 2.9% |
现金转化率LFSTLFUS
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | 2.11× | ||
| Q2 25 | — | 1.44× | ||
| Q1 25 | -4.36× | 1.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 1.53× | ||
| Q1 24 | — | 1.18× |
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
LFST
暂无分部数据
LFUS
| Electronics Passive Products And Sensors | $174.9M | 29% |
| Electronics Semiconductor | $170.3M | 29% |
| Industrial Products | $85.0M | 14% |
| Commercial Vehicle Products | $76.2M | 13% |
| Passenger Car Products | $72.8M | 12% |
| Automotive Sensors | $14.7M | 2% |
| Dortmund Fab | $12.5M | 2% |
