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LifeStance Health Group, Inc.（LFST）与MONRO, INC.（MNRO）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MONRO, INC.的1.3倍（$382.2M vs $293.4M），MONRO, INC.净利率更高（3.8% vs 3.1%，领先0.7%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -4.0%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $9.1M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
LFST vs MNRO — 直观对比
营收规模更大
LFST
是对方的1.3倍
$293.4M
营收增速更快
LFST
高出21.5%
-4.0%
净利率更高
MNRO
高出0.7%
3.1%
自由现金流更多
LFST
多$37.5M
$9.1M
两年增速更快
LFST
近两年复合增速
-2.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $293.4M |
| 净利润 | $11.7M | $11.1M |
| 毛利率 | — | 34.9% |
| 营业利润率 | 4.7% | 6.3% |
| 净利率 | 3.1% | 3.8% |
| 营收同比 | 17.4% | -4.0% |
| 净利润同比 | 264.1% | 143.1% |
| 每股收益（稀释后） | — | $0.35 |
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LFSTMNRO
| Q4 25 | $382.2M | $293.4M | ||
| Q3 25 | $363.8M | $288.9M | ||
| Q2 25 | $345.3M | $301.0M | ||
| Q1 25 | $333.0M | $295.0M | ||
| Q4 24 | $325.5M | $305.8M | ||
| Q3 24 | $312.7M | $301.4M | ||
| Q2 24 | $312.3M | $293.2M | ||
| Q1 24 | $300.4M | $310.1M |
净利润LFSTMNRO
| Q4 25 | $11.7M | $11.1M | ||
| Q3 25 | $1.1M | $5.7M | ||
| Q2 25 | $-3.8M | $-8.1M | ||
| Q1 25 | $709.0K | $-21.3M | ||
| Q4 24 | $-7.1M | $4.6M | ||
| Q3 24 | $-6.0M | $5.6M | ||
| Q2 24 | $-23.3M | $5.9M | ||
| Q1 24 | $-21.1M | $3.7M |
毛利率LFSTMNRO
| Q4 25 | — | 34.9% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 35.5% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 34.3% | ||
| Q3 24 | — | 35.3% | ||
| Q2 24 | — | 37.2% | ||
| Q1 24 | — | 35.5% |
营业利润率LFSTMNRO
| Q4 25 | 4.7% | 6.3% | ||
| Q3 25 | 2.0% | 4.4% | ||
| Q2 25 | -0.9% | -2.0% | ||
| Q1 25 | 0.5% | -8.1% | ||
| Q4 24 | 0.3% | 3.3% | ||
| Q3 24 | 0.0% | 4.4% | ||
| Q2 24 | -5.1% | 4.5% | ||
| Q1 24 | -5.6% | 3.3% |
净利率LFSTMNRO
| Q4 25 | 3.1% | 3.8% | ||
| Q3 25 | 0.3% | 2.0% | ||
| Q2 25 | -1.1% | -2.7% | ||
| Q1 25 | 0.2% | -7.2% | ||
| Q4 24 | -2.2% | 1.5% | ||
| Q3 24 | -1.9% | 1.9% | ||
| Q2 24 | -7.5% | 2.0% | ||
| Q1 24 | -7.0% | 1.2% |
每股收益（稀释后）LFSTMNRO
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $-0.28 | ||
| Q1 25 | — | $-0.74 | ||
| Q4 24 | — | $0.15 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.19 | ||
| Q1 24 | — | $0.12 |
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 | $4.9M |
| 总债务越低越好 | $282.8M | $45.0M |
| 股东权益账面价值 | $1.5B | $604.9M |
| 总资产 | $2.2B | $1.6B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资LFSTMNRO
| Q4 25 | $248.6M | $4.9M | ||
| Q3 25 | $203.9M | $10.5M | ||
| Q2 25 | $188.9M | $7.8M | ||
| Q1 25 | $134.3M | $20.8M | ||
| Q4 24 | $154.6M | $10.2M | ||
| Q3 24 | $102.6M | $20.9M | ||
| Q2 24 | $87.0M | $18.7M | ||
| Q1 24 | $49.5M | $6.6M |
总债务LFSTMNRO
| Q4 25 | $282.8M | $45.0M | ||
| Q3 25 | $284.6M | $60.0M | ||
| Q2 25 | $286.4M | $71.5M | ||
| Q1 25 | $288.2M | $61.3M | ||
| Q4 24 | $290.0M | $59.3M | ||
| Q3 24 | $287.3M | $62.0M | ||
| Q2 24 | $288.0M | $112.0M | ||
| Q1 24 | $288.8M | $102.0M |
股东权益LFSTMNRO
| Q4 25 | $1.5B | $604.9M | ||
| Q3 25 | $1.5B | $601.7M | ||
| Q2 25 | $1.5B | $604.9M | ||
| Q1 25 | $1.5B | $620.8M | ||
| Q4 24 | $1.4B | $648.9M | ||
| Q3 24 | $1.4B | $651.9M | ||
| Q2 24 | $1.4B | $654.4M | ||
| Q1 24 | $1.4B | $656.8M |
总资产LFSTMNRO
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.1B | $1.6B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.1B | $1.7B | ||
| Q1 24 | $2.1B | $1.7B |
负债/权益比LFSTMNRO
| Q4 25 | 0.19× | 0.07× | ||
| Q3 25 | 0.19× | 0.10× | ||
| Q2 25 | 0.19× | 0.12× | ||
| Q1 25 | 0.20× | 0.10× | ||
| Q4 24 | 0.20× | 0.09× | ||
| Q3 24 | 0.20× | 0.10× | ||
| Q2 24 | 0.20× | 0.17× | ||
| Q1 24 | 0.20× | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $9.1M |
| 自由现金流率自由现金流/营收 | 12.2% | 3.1% |
| 资本支出强度资本支出/营收 | 2.9% | 3.0% |
| 现金转化率经营现金流/净利润 | 4.93× | 1.60× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $49.6M |
8季度趋势，按日历期对齐
经营现金流LFSTMNRO
| Q4 25 | $57.6M | $17.8M | ||
| Q3 25 | $27.3M | $32.3M | ||
| Q2 25 | $64.4M | $-1.9M | ||
| Q1 25 | $-3.1M | $28.9M | ||
| Q4 24 | $62.3M | $14.8M | ||
| Q3 24 | $22.7M | $62.6M | ||
| Q2 24 | $44.1M | $25.6M | ||
| Q1 24 | $-21.8M | $-5.3M |
自由现金流LFSTMNRO
| Q4 25 | $46.6M | $9.1M | ||
| Q3 25 | $17.0M | $26.6M | ||
| Q2 25 | $56.6M | $-9.3M | ||
| Q1 25 | $-10.3M | $23.2M | ||
| Q4 24 | $56.0M | $7.9M | ||
| Q3 24 | $17.7M | $57.6M | ||
| Q2 24 | $39.0M | $16.8M | ||
| Q1 24 | $-26.9M | $-11.9M |
自由现金流率LFSTMNRO
| Q4 25 | 12.2% | 3.1% | ||
| Q3 25 | 4.7% | 9.2% | ||
| Q2 25 | 16.4% | -3.1% | ||
| Q1 25 | -3.1% | 7.9% | ||
| Q4 24 | 17.2% | 2.6% | ||
| Q3 24 | 5.7% | 19.1% | ||
| Q2 24 | 12.5% | 5.7% | ||
| Q1 24 | -9.0% | -3.8% |
资本支出强度LFSTMNRO
| Q4 25 | 2.9% | 3.0% | ||
| Q3 25 | 2.8% | 2.0% | ||
| Q2 25 | 2.2% | 2.5% | ||
| Q1 25 | 2.2% | 1.9% | ||
| Q4 24 | 1.9% | 2.2% | ||
| Q3 24 | 1.6% | 1.6% | ||
| Q2 24 | 1.6% | 3.0% | ||
| Q1 24 | 1.7% | 2.1% |
现金转化率LFSTMNRO
| Q4 25 | 4.93× | 1.60× | ||
| Q3 25 | 25.34× | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | — | 4.37× | ||
| Q1 24 | — | -1.42× |
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
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
