vs
LifeStance Health Group, Inc.（LFST）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是LifeStance Health Group, Inc.的2.1倍（$804.2M vs $382.2M），Monolithic Power Systems净利率更高（24.0% vs 3.1%，领先21.0%），Monolithic Power Systems同比增速更快（26.1% vs 17.4%），过去两年Monolithic Power Systems的营收复合增速更高（25.9% vs 12.8%）
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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
LFST vs MPWR — 直观对比
营收规模更大
MPWR
是对方的2.1倍
$382.2M
营收增速更快
MPWR
高出8.7%
17.4%
净利率更高
MPWR
高出21.0%
3.1%
两年增速更快
MPWR
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $804.2M |
| 净利润 | $11.7M | $193.2M |
| 毛利率 | — | 55.3% |
| 营业利润率 | 4.7% | 30.0% |
| 净利率 | 3.1% | 24.0% |
| 营收同比 | 17.4% | 26.1% |
| 净利润同比 | 264.1% | 43.1% |
| 每股收益（稀释后） | — | $3.92 |
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LFSTMPWR
| Q1 26 | — | $804.2M | ||
| Q4 25 | $382.2M | $751.2M | ||
| Q3 25 | $363.8M | $737.2M | ||
| Q2 25 | $345.3M | $664.6M | ||
| Q1 25 | $333.0M | $637.6M | ||
| Q4 24 | $325.5M | $621.7M | ||
| Q3 24 | $312.7M | $620.1M | ||
| Q2 24 | $312.3M | $507.4M |
净利润LFSTMPWR
| Q1 26 | — | $193.2M | ||
| Q4 25 | $11.7M | $171.7M | ||
| Q3 25 | $1.1M | $179.8M | ||
| Q2 25 | $-3.8M | $135.0M | ||
| Q1 25 | $709.0K | $135.1M | ||
| Q4 24 | $-7.1M | $1.3B | ||
| Q3 24 | $-6.0M | $144.4M | ||
| Q2 24 | $-23.3M | $100.4M |
毛利率LFSTMPWR
| Q1 26 | — | 55.3% | ||
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% |
营业利润率LFSTMPWR
| Q1 26 | — | 30.0% | ||
| Q4 25 | 4.7% | 26.6% | ||
| Q3 25 | 2.0% | 26.5% | ||
| Q2 25 | -0.9% | 24.8% | ||
| Q1 25 | 0.5% | 26.5% | ||
| Q4 24 | 0.3% | 26.3% | ||
| Q3 24 | 0.0% | 26.5% | ||
| Q2 24 | -5.1% | 23.0% |
净利率LFSTMPWR
| Q1 26 | — | 24.0% | ||
| Q4 25 | 3.1% | 22.9% | ||
| Q3 25 | 0.3% | 24.4% | ||
| Q2 25 | -1.1% | 20.3% | ||
| Q1 25 | 0.2% | 21.2% | ||
| Q4 24 | -2.2% | 201.8% | ||
| Q3 24 | -1.9% | 23.3% | ||
| Q2 24 | -7.5% | 19.8% |
每股收益（稀释后）LFSTMPWR
| Q1 26 | — | $3.92 | ||
| Q4 25 | — | $3.50 | ||
| Q3 25 | — | $3.74 | ||
| Q2 25 | — | $2.81 | ||
| Q1 25 | — | $2.81 | ||
| Q4 24 | — | $25.71 | ||
| Q3 24 | — | $2.95 | ||
| Q2 24 | — | $2.05 |
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 | $1.4B |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $3.7B |
| 总资产 | $2.2B | $4.4B |
| 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LFSTMPWR
| Q1 26 | — | $1.4B | ||
| Q4 25 | $248.6M | $1.3B | ||
| Q3 25 | $203.9M | $1.3B | ||
| Q2 25 | $188.9M | $1.1B | ||
| Q1 25 | $134.3M | $1.0B | ||
| Q4 24 | $154.6M | $862.9M | ||
| Q3 24 | $102.6M | $1.5B | ||
| Q2 24 | $87.0M | $1.3B |
总债务LFSTMPWR
| 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LFSTMPWR
| Q1 26 | — | $3.7B | ||
| Q4 25 | $1.5B | $3.5B | ||
| Q3 25 | $1.5B | $3.4B | ||
| Q2 25 | $1.5B | $3.2B | ||
| Q1 25 | $1.5B | $3.1B | ||
| Q4 24 | $1.4B | $3.0B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.2B |
总资产LFSTMPWR
| Q1 26 | — | $4.4B | ||
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.1B | $4.1B | ||
| Q2 25 | $2.1B | $3.9B | ||
| Q1 25 | $2.1B | $3.7B | ||
| Q4 24 | $2.1B | $3.5B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.1B | $2.6B |
负债/权益比LFSTMPWR
| 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 | — |
| 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LFSTMPWR
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $104.9M | ||
| Q3 25 | $27.3M | $239.3M | ||
| Q2 25 | $64.4M | $237.6M | ||
| Q1 25 | $-3.1M | $256.4M | ||
| Q4 24 | $62.3M | $167.7M | ||
| Q3 24 | $22.7M | $231.7M | ||
| Q2 24 | $44.1M | $141.0M |
自由现金流LFSTMPWR
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $63.9M | ||
| Q3 25 | $17.0M | $196.8M | ||
| Q2 25 | $56.6M | $189.5M | ||
| Q1 25 | $-10.3M | $216.0M | ||
| Q4 24 | $56.0M | $102.9M | ||
| Q3 24 | $17.7M | $197.9M | ||
| Q2 24 | $39.0M | $109.5M |
自由现金流率LFSTMPWR
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 8.5% | ||
| Q3 25 | 4.7% | 26.7% | ||
| Q2 25 | 16.4% | 28.5% | ||
| Q1 25 | -3.1% | 33.9% | ||
| Q4 24 | 17.2% | 16.5% | ||
| Q3 24 | 5.7% | 31.9% | ||
| Q2 24 | 12.5% | 21.6% |
资本支出强度LFSTMPWR
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 5.5% | ||
| Q3 25 | 2.8% | 5.8% | ||
| Q2 25 | 2.2% | 7.2% | ||
| Q1 25 | 2.2% | 6.3% | ||
| Q4 24 | 1.9% | 10.4% | ||
| Q3 24 | 1.6% | 5.5% | ||
| Q2 24 | 1.6% | 6.2% |
现金转化率LFSTMPWR
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 0.61× | ||
| Q3 25 | 25.34× | 1.33× | ||
| Q2 25 | — | 1.76× | ||
| Q1 25 | -4.36× | 1.90× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 1.60× | ||
| Q2 24 | — | 1.40× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
