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LifeStance Health Group, Inc.(LFST)与乐至宝(LZB)财务数据对比。点击上方公司名可切换其他公司
乐至宝的季度营收约是LifeStance Health Group, Inc.的1.4倍($541.6M vs $382.2M),乐至宝净利率更高(4.0% vs 3.1%,领先0.9%),LifeStance Health Group, Inc.同比增速更快(17.4% vs 3.8%),乐至宝自由现金流更多($71.6M vs $46.6M),过去两年LifeStance Health Group, Inc.的营收复合增速更高(12.8% vs -1.1%)
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。
La-Z-Boy是总部位于美国密歇根州门罗的家具制造企业,主打居家家具产品,涵盖软垫 recliner、沙发、固定座椅、升降椅、沙发床等品类,全球员工规模超过11000人,是休闲家居领域的知名品牌。
LFST vs LZB — 直观对比
营收规模更大
LZB
是对方的1.4倍
$382.2M
营收增速更快
LFST
高出13.6%
3.8%
净利率更高
LZB
高出0.9%
3.1%
自由现金流更多
LZB
多$24.9M
$46.6M
两年增速更快
LFST
近两年复合增速
-1.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $382.2M | $541.6M |
| 净利润 | $11.7M | $21.6M |
| 毛利率 | — | 43.1% |
| 营业利润率 | 4.7% | 5.5% |
| 净利率 | 3.1% | 4.0% |
| 营收同比 | 17.4% | 3.8% |
| 净利润同比 | 264.1% | -23.8% |
| 每股收益(稀释后) | — | $0.52 |
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
LFST
LZB
| Q1 26 | — | $541.6M | ||
| Q4 25 | $382.2M | $522.5M | ||
| Q3 25 | $363.8M | $492.2M | ||
| Q2 25 | $345.3M | $570.9M | ||
| Q1 25 | $333.0M | $521.8M | ||
| Q4 24 | $325.5M | $521.0M | ||
| Q3 24 | $312.7M | $495.5M | ||
| Q2 24 | $312.3M | $553.5M |
净利润
LFST
LZB
| Q1 26 | — | $21.6M | ||
| Q4 25 | $11.7M | $28.9M | ||
| Q3 25 | $1.1M | $18.2M | ||
| Q2 25 | $-3.8M | $14.9M | ||
| Q1 25 | $709.0K | $28.4M | ||
| Q4 24 | $-7.1M | $30.0M | ||
| Q3 24 | $-6.0M | $26.2M | ||
| Q2 24 | $-23.3M | $39.3M |
毛利率
LFST
LZB
| Q1 26 | — | 43.1% | ||
| Q4 25 | — | 44.2% | ||
| Q3 25 | — | 42.5% | ||
| Q2 25 | — | 44.0% | ||
| Q1 25 | — | 44.3% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.1% | ||
| Q2 24 | — | 43.4% |
营业利润率
LFST
LZB
| Q1 26 | — | 5.5% | ||
| Q4 25 | 4.7% | 6.9% | ||
| Q3 25 | 2.0% | 4.5% | ||
| Q2 25 | -0.9% | 5.2% | ||
| Q1 25 | 0.5% | 6.7% | ||
| Q4 24 | 0.3% | 7.4% | ||
| Q3 24 | 0.0% | 6.5% | ||
| Q2 24 | -5.1% | 9.1% |
净利率
LFST
LZB
| Q1 26 | — | 4.0% | ||
| Q4 25 | 3.1% | 5.5% | ||
| Q3 25 | 0.3% | 3.7% | ||
| Q2 25 | -1.1% | 2.6% | ||
| Q1 25 | 0.2% | 5.4% | ||
| Q4 24 | -2.2% | 5.8% | ||
| Q3 24 | -1.9% | 5.3% | ||
| Q2 24 | -7.5% | 7.1% |
每股收益(稀释后)
LFST
LZB
| Q1 26 | — | $0.52 | ||
| Q4 25 | — | $0.70 | ||
| Q3 25 | — | $0.44 | ||
| Q2 25 | — | $0.35 | ||
| Q1 25 | — | $0.68 | ||
| Q4 24 | — | $0.71 | ||
| Q3 24 | — | $0.61 | ||
| Q2 24 | — | $0.91 |
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 | $306.1M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.0B |
| 总资产 | $2.2B | $2.1B |
| 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
LFST
LZB
| Q1 26 | — | $306.1M | ||
| Q4 25 | $248.6M | $338.5M | ||
| Q3 25 | $203.9M | $318.5M | ||
| Q2 25 | $188.9M | $328.4M | ||
| Q1 25 | $134.3M | $314.6M | ||
| Q4 24 | $154.6M | $303.1M | ||
| Q3 24 | $102.6M | $342.3M | ||
| Q2 24 | $87.0M | $341.1M |
总债务
LFST
LZB
| Q1 26 | — | — | ||
| 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 | — |
股东权益
LFST
LZB
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.5B | $1.0B | ||
| Q3 25 | $1.5B | $1.0B | ||
| Q2 25 | $1.5B | $1.0B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.4B | $1.0B | ||
| Q3 24 | $1.4B | $999.2M | ||
| Q2 24 | $1.4B | $1.0B |
总资产
LFST
LZB
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $1.9B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.1B | $1.9B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | $2.1B | $1.9B |
负债/权益比
LFST
LZB
| 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 | $57.6M | $89.4M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $71.6M |
| 自由现金流率自由现金流/营收 | 12.2% | 13.2% |
| 资本支出强度资本支出/营收 | 2.9% | 3.3% |
| 现金转化率经营现金流/净利润 | 4.93× | 4.13× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $158.2M |
8季度趋势,按日历期对齐
经营现金流
LFST
LZB
| Q1 26 | — | $89.4M | ||
| Q4 25 | $57.6M | $50.0M | ||
| Q3 25 | $27.3M | $36.3M | ||
| Q2 25 | $64.4M | $62.0M | ||
| Q1 25 | $-3.1M | $57.0M | ||
| Q4 24 | $62.3M | $15.9M | ||
| Q3 24 | $22.7M | $52.3M | ||
| Q2 24 | $44.1M | $52.8M |
自由现金流
LFST
LZB
| Q1 26 | — | $71.6M | ||
| Q4 25 | $46.6M | $29.6M | ||
| Q3 25 | $17.0M | $17.8M | ||
| Q2 25 | $56.6M | $39.3M | ||
| Q1 25 | $-10.3M | $38.2M | ||
| Q4 24 | $56.0M | $-1.2M | ||
| Q3 24 | $17.7M | $36.7M | ||
| Q2 24 | $39.0M | $37.3M |
自由现金流率
LFST
LZB
| Q1 26 | — | 13.2% | ||
| Q4 25 | 12.2% | 5.7% | ||
| Q3 25 | 4.7% | 3.6% | ||
| Q2 25 | 16.4% | 6.9% | ||
| Q1 25 | -3.1% | 7.3% | ||
| Q4 24 | 17.2% | -0.2% | ||
| Q3 24 | 5.7% | 7.4% | ||
| Q2 24 | 12.5% | 6.7% |
资本支出强度
LFST
LZB
| Q1 26 | — | 3.3% | ||
| Q4 25 | 2.9% | 3.9% | ||
| Q3 25 | 2.8% | 3.8% | ||
| Q2 25 | 2.2% | 4.0% | ||
| Q1 25 | 2.2% | 3.6% | ||
| Q4 24 | 1.9% | 3.3% | ||
| Q3 24 | 1.6% | 3.2% | ||
| Q2 24 | 1.6% | 2.8% |
现金转化率
LFST
LZB
| Q1 26 | — | 4.13× | ||
| Q4 25 | 4.93× | 1.73× | ||
| Q3 25 | 25.34× | 1.99× | ||
| Q2 25 | — | 4.15× | ||
| Q1 25 | -4.36× | 2.01× | ||
| Q4 24 | — | 0.53× | ||
| Q3 24 | — | 2.00× | ||
| Q2 24 | — | 1.34× |
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
LZB
| Stationary Upholstery Furniture | $286.2M | 53% |
| Retail Segment | $251.9M | 47% |