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LifeStance Health Group, Inc.(LFST)与Mirion Technologies, Inc.(MIR)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Mirion Technologies, Inc.的1.5倍($382.2M vs $257.6M),Mirion Technologies, Inc.同比增速更快(27.5% vs 17.4%),过去两年LifeStance Health Group, Inc.的营收复合增速更高(12.8% vs 11.5%)
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。
Mirion Technologies是全球领先的辐射检测、监测与安全解决方案提供商,核心产品涵盖个人剂量测量系统、辐射成像设备及辐射风险管理软件,服务核电、医疗、国防、工业等多个核心领域,客户遍布北美、欧洲及亚太地区。
LFST vs MIR — 直观对比
营收规模更大
LFST
是对方的1.5倍
$257.6M
营收增速更快
MIR
高出10.1%
17.4%
两年增速更快
LFST
近两年复合增速
11.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $382.2M | $257.6M |
| 净利润 | $11.7M | — |
| 毛利率 | — | 46.2% |
| 营业利润率 | 4.7% | 1.4% |
| 净利率 | 3.1% | — |
| 营收同比 | 17.4% | 27.5% |
| 净利润同比 | 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
LFST
MIR
| Q1 26 | — | $257.6M | ||
| Q4 25 | $382.2M | $277.4M | ||
| Q3 25 | $363.8M | $223.1M | ||
| Q2 25 | $345.3M | $222.9M | ||
| Q1 25 | $333.0M | $202.0M | ||
| Q4 24 | $325.5M | $254.3M | ||
| Q3 24 | $312.7M | $206.8M | ||
| Q2 24 | $312.3M | $207.1M |
净利润
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | $11.7M | $17.3M | ||
| Q3 25 | $1.1M | $2.9M | ||
| Q2 25 | $-3.8M | $8.3M | ||
| Q1 25 | $709.0K | $300.0K | ||
| Q4 24 | $-7.1M | $15.0M | ||
| Q3 24 | $-6.0M | $-13.6M | ||
| Q2 24 | $-23.3M | $-11.7M |
毛利率
LFST
MIR
| Q1 26 | — | 46.2% | ||
| Q4 25 | — | 48.8% | ||
| Q3 25 | — | 46.8% | ||
| Q2 25 | — | 46.0% | ||
| Q1 25 | — | 47.6% | ||
| Q4 24 | — | 48.1% | ||
| Q3 24 | — | 44.9% | ||
| Q2 24 | — | 47.0% |
营业利润率
LFST
MIR
| Q1 26 | — | 1.4% | ||
| Q4 25 | 4.7% | 9.2% | ||
| Q3 25 | 2.0% | 3.3% | ||
| Q2 25 | -0.9% | 4.4% | ||
| Q1 25 | 0.5% | 4.3% | ||
| Q4 24 | 0.3% | 11.4% | ||
| Q3 24 | 0.0% | -0.8% | ||
| Q2 24 | -5.1% | 1.1% |
净利率
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | 3.1% | 6.2% | ||
| Q3 25 | 0.3% | 1.3% | ||
| Q2 25 | -1.1% | 3.7% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | -2.2% | 5.9% | ||
| Q3 24 | -1.9% | -6.6% | ||
| Q2 24 | -7.5% | -5.6% |
每股收益(稀释后)
LFST
MIR
| Q1 26 | — | $-0.01 | ||
| Q4 25 | — | $0.07 | ||
| Q3 25 | — | $0.01 | ||
| Q2 25 | — | $0.03 | ||
| Q1 25 | — | $0.00 | ||
| Q4 24 | — | $0.08 | ||
| Q3 24 | — | $-0.07 | ||
| Q2 24 | — | $-0.06 |
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 | $397.9M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.9B |
| 总资产 | $2.2B | $3.5B |
| 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
MIR
| Q1 26 | — | $397.9M | ||
| Q4 25 | $248.6M | $412.3M | ||
| Q3 25 | $203.9M | $933.2M | ||
| Q2 25 | $188.9M | $262.6M | ||
| Q1 25 | $134.3M | $185.8M | ||
| Q4 24 | $154.6M | $175.2M | ||
| Q3 24 | $102.6M | $133.3M | ||
| Q2 24 | $87.0M | $122.2M |
总债务
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | — | ||
| Q3 25 | $284.6M | $444.8M | ||
| Q2 25 | $286.4M | $444.9M | ||
| Q1 25 | $288.2M | $686.6M | ||
| Q4 24 | $290.0M | $686.4M | ||
| Q3 24 | $287.3M | $685.1M | ||
| Q2 24 | $288.0M | $684.1M |
股东权益
LFST
MIR
| Q1 26 | — | $1.9B | ||
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.5B | $1.8B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.5B |
总资产
LFST
MIR
| Q1 26 | — | $3.5B | ||
| Q4 25 | $2.2B | $3.6B | ||
| Q3 25 | $2.1B | $3.5B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.1B | $2.6B |
负债/权益比
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | 0.24× | ||
| Q2 25 | 0.19× | 0.30× | ||
| Q1 25 | 0.20× | 0.46× | ||
| Q4 24 | 0.20× | 0.46× | ||
| Q3 24 | 0.20× | 0.45× | ||
| Q2 24 | 0.20× | 0.45× |
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 | $18.9M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 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 | $110.0M | — |
8季度趋势,按日历期对齐
经营现金流
LFST
MIR
| Q1 26 | — | $18.9M | ||
| Q4 25 | $57.6M | $73.0M | ||
| Q3 25 | $27.3M | $22.3M | ||
| Q2 25 | $64.4M | $12.4M | ||
| Q1 25 | $-3.1M | $35.6M | ||
| Q4 24 | $62.3M | $60.8M | ||
| Q3 24 | $22.7M | $17.1M | ||
| Q2 24 | $44.1M | $15.2M |
自由现金流
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $63.2M | ||
| Q3 25 | $17.0M | $13.0M | ||
| Q2 25 | $56.6M | $3.6M | ||
| Q1 25 | $-10.3M | $27.1M | ||
| Q4 24 | $56.0M | $49.1M | ||
| Q3 24 | $17.7M | $3.9M | ||
| Q2 24 | $39.0M | $4.1M |
自由现金流率
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 22.8% | ||
| Q3 25 | 4.7% | 5.8% | ||
| Q2 25 | 16.4% | 1.6% | ||
| Q1 25 | -3.1% | 13.4% | ||
| Q4 24 | 17.2% | 19.3% | ||
| Q3 24 | 5.7% | 1.9% | ||
| Q2 24 | 12.5% | 2.0% |
资本支出强度
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 3.5% | ||
| Q3 25 | 2.8% | 4.2% | ||
| Q2 25 | 2.2% | 3.9% | ||
| Q1 25 | 2.2% | 4.2% | ||
| Q4 24 | 1.9% | 4.6% | ||
| Q3 24 | 1.6% | 6.4% | ||
| Q2 24 | 1.6% | 5.4% |
现金转化率
LFST
MIR
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 4.22× | ||
| Q3 25 | 25.34× | 7.69× | ||
| Q2 25 | — | 1.49× | ||
| Q1 25 | -4.36× | 118.67× | ||
| Q4 24 | — | 4.05× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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
MIR
| Product | $197.0M | 76% |
| Service | $60.6M | 24% |