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LifeStance Health Group, Inc.（LFST）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.4倍（$382.2M vs $271.6M），MACOM Technology Solutions Holdings, Inc.净利率更高（18.0% vs 3.1%，领先14.9%），MACOM Technology Solutions Holdings, Inc.同比增速更快（24.5% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
LFST vs MTSI — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $271.6M |
| 净利润 | $11.7M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 4.7% | 15.9% |
| 净利率 | 3.1% | 18.0% |
| 营收同比 | 17.4% | 24.5% |
| 净利润同比 | 264.1% | 129.1% |
| 每股收益（稀释后） | — | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $382.2M | $261.2M | ||
| Q3 25 | $363.8M | $252.1M | ||
| Q2 25 | $345.3M | $235.9M | ||
| Q1 25 | $333.0M | $218.1M | ||
| Q4 24 | $325.5M | — | ||
| Q3 24 | $312.7M | $200.7M | ||
| Q2 24 | $312.3M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $11.7M | $45.1M | ||
| Q3 25 | $1.1M | $36.5M | ||
| Q2 25 | $-3.8M | $31.7M | ||
| Q1 25 | $709.0K | $-167.5M | ||
| Q4 24 | $-7.1M | — | ||
| Q3 24 | $-6.0M | $29.4M | ||
| Q2 24 | $-23.3M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 4.7% | 15.2% | ||
| Q3 25 | 2.0% | 14.9% | ||
| Q2 25 | -0.9% | 14.8% | ||
| Q1 25 | 0.5% | 8.0% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | 13.7% | ||
| Q2 24 | -5.1% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 3.1% | 17.3% | ||
| Q3 25 | 0.3% | 14.5% | ||
| Q2 25 | -1.1% | 13.4% | ||
| Q1 25 | 0.2% | -76.8% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.9% | 14.7% | ||
| Q2 24 | -7.5% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $0.42 | ||
| Q1 25 | — | $-2.30 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0.40 | ||
| Q2 24 | — | $0.27 |
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 | $768.5M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.4B |
| 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
| Q1 26 | — | $768.5M | ||
| Q4 25 | $248.6M | $786.0M | ||
| Q3 25 | $203.9M | $735.2M | ||
| Q2 25 | $188.9M | $681.5M | ||
| Q1 25 | $134.3M | $656.5M | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | $581.9M | ||
| Q2 24 | $87.0M | $521.5M |
| 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 | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $1.1B | ||
| Q2 24 | $1.4B | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.1B | $2.0B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.1B | $1.7B |
| 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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $30.0M |
| 自由现金流率自由现金流/营收 | 12.2% | 11.0% |
| 资本支出强度资本支出/营收 | 2.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 4.93× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $57.6M | $69.6M | ||
| Q3 25 | $27.3M | $60.4M | ||
| Q2 25 | $64.4M | $38.7M | ||
| Q1 25 | $-3.1M | $66.7M | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $22.7M | $62.3M | ||
| Q2 24 | $44.1M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $46.6M | $49.4M | ||
| Q3 25 | $17.0M | $51.6M | ||
| Q2 25 | $56.6M | $30.5M | ||
| Q1 25 | $-10.3M | $61.3M | ||
| Q4 24 | $56.0M | — | ||
| Q3 24 | $17.7M | $57.1M | ||
| Q2 24 | $39.0M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 12.2% | 18.9% | ||
| Q3 25 | 4.7% | 20.5% | ||
| Q2 25 | 16.4% | 12.9% | ||
| Q1 25 | -3.1% | 28.1% | ||
| Q4 24 | 17.2% | — | ||
| Q3 24 | 5.7% | 28.5% | ||
| Q2 24 | 12.5% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 2.9% | 7.7% | ||
| Q3 25 | 2.8% | 3.5% | ||
| Q2 25 | 2.2% | 3.5% | ||
| Q1 25 | 2.2% | 2.4% | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.6% | 2.6% | ||
| Q2 24 | 1.6% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 4.93× | 1.54× | ||
| Q3 25 | 25.34× | 1.65× | ||
| Q2 25 | — | 1.22× | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.12× | ||
| Q2 24 | — | 2.46× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
