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LifeStance Health Group, Inc.（LFST）与National Energy Services Reunited Corp.（NESR）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National Energy Services Reunited Corp.的1.3倍（$382.2M vs $295.3M），National Energy Services Reunited Corp.净利率更高（6.0% vs 3.1%，领先3.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -12.2%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-34.1M）
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。
National Energy Services Reunited Corp.是一家领先的综合油田服务供应商，为油气上游运营商提供钻井建设、完井、生产运营及干预作业等全系列解决方案，核心市场覆盖中东、北非及东亚地区，服务各国国家石油公司及国际能源客户。
LFST vs NESR — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $295.3M |
| 净利润 | $11.7M | $17.7M |
| 毛利率 | — | 12.0% |
| 营业利润率 | 4.7% | 6.6% |
| 净利率 | 3.1% | 6.0% |
| 营收同比 | 17.4% | -12.2% |
| 净利润同比 | 264.1% | -14.0% |
| 每股收益（稀释后） | — | $0.18 |
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
| Q4 25 | $382.2M | — | ||
| Q3 25 | $363.8M | $295.3M | ||
| Q2 25 | $345.3M | $327.4M | ||
| Q1 25 | $333.0M | $303.1M | ||
| Q4 24 | $325.5M | — | ||
| Q3 24 | $312.7M | $336.2M | ||
| Q2 24 | $312.3M | $325.0M | ||
| Q1 24 | $300.4M | — |
| Q4 25 | $11.7M | — | ||
| Q3 25 | $1.1M | $17.7M | ||
| Q2 25 | $-3.8M | $15.2M | ||
| Q1 25 | $709.0K | $10.4M | ||
| Q4 24 | $-7.1M | — | ||
| Q3 24 | $-6.0M | $20.6M | ||
| Q2 24 | $-23.3M | $18.9M | ||
| Q1 24 | $-21.1M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 12.0% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 12.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 15.9% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | — | — |
| Q4 25 | 4.7% | — | ||
| Q3 25 | 2.0% | 6.6% | ||
| Q2 25 | -0.9% | 8.3% | ||
| Q1 25 | 0.5% | 6.9% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.0% | 10.5% | ||
| Q2 24 | -5.1% | 10.5% | ||
| Q1 24 | -5.6% | — |
| Q4 25 | 3.1% | — | ||
| Q3 25 | 0.3% | 6.0% | ||
| Q2 25 | -1.1% | 4.6% | ||
| Q1 25 | 0.2% | 3.4% | ||
| Q4 24 | -2.2% | — | ||
| Q3 24 | -1.9% | 6.1% | ||
| Q2 24 | -7.5% | 5.8% | ||
| Q1 24 | -7.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $0.16 | ||
| Q1 25 | — | $0.11 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0.22 | ||
| Q2 24 | — | $0.20 | ||
| Q1 24 | — | — |
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 | $69.7M |
| 总债务越低越好 | $282.8M | $274.1M |
| 股东权益账面价值 | $1.5B | $956.7M |
| 总资产 | $2.2B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.29× |
8季度趋势，按日历期对齐
| Q4 25 | $248.6M | — | ||
| Q3 25 | $203.9M | $69.7M | ||
| Q2 25 | $188.9M | $131.8M | ||
| Q1 25 | $134.3M | $78.7M | ||
| Q4 24 | $154.6M | — | ||
| Q3 24 | $102.6M | $118.2M | ||
| Q2 24 | $87.0M | $75.0M | ||
| Q1 24 | $49.5M | — |
| Q4 25 | $282.8M | — | ||
| Q3 25 | $284.6M | $274.1M | ||
| Q2 25 | $286.4M | $291.7M | ||
| Q1 25 | $288.2M | $309.2M | ||
| Q4 24 | $290.0M | — | ||
| Q3 24 | $287.3M | $358.7M | ||
| Q2 24 | $288.0M | $376.7M | ||
| Q1 24 | $288.8M | — |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $956.7M | ||
| Q2 25 | $1.5B | $936.9M | ||
| Q1 25 | $1.5B | $920.5M | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $873.5M | ||
| Q2 24 | $1.4B | $851.4M | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $2.2B | — | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $2.1B | $1.8B | ||
| Q1 25 | $2.1B | $1.8B | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $2.1B | $1.8B | ||
| Q1 24 | $2.1B | — |
| Q4 25 | 0.19× | — | ||
| Q3 25 | 0.19× | 0.29× | ||
| Q2 25 | 0.19× | 0.31× | ||
| Q1 25 | 0.20× | 0.34× | ||
| Q4 24 | 0.20× | — | ||
| Q3 24 | 0.20× | 0.41× | ||
| Q2 24 | 0.20× | 0.44× | ||
| Q1 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 | $6.7M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-34.1M |
| 自由现金流率自由现金流/营收 | 12.2% | -11.5% |
| 资本支出强度资本支出/营收 | 2.9% | 13.8% |
| 现金转化率经营现金流/净利润 | 4.93× | 0.38× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $68.5M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | — | ||
| Q3 25 | $27.3M | $6.7M | ||
| Q2 25 | $64.4M | $98.5M | ||
| Q1 25 | $-3.1M | $20.5M | ||
| Q4 24 | $62.3M | — | ||
| Q3 24 | $22.7M | $70.8M | ||
| Q2 24 | $44.1M | — | ||
| Q1 24 | $-21.8M | — |
| Q4 25 | $46.6M | — | ||
| Q3 25 | $17.0M | $-34.1M | ||
| Q2 25 | $56.6M | $68.7M | ||
| Q1 25 | $-10.3M | $-9.6M | ||
| Q4 24 | $56.0M | — | ||
| Q3 24 | $17.7M | $43.4M | ||
| Q2 24 | $39.0M | — | ||
| Q1 24 | $-26.9M | — |
| Q4 25 | 12.2% | — | ||
| Q3 25 | 4.7% | -11.5% | ||
| Q2 25 | 16.4% | 21.0% | ||
| Q1 25 | -3.1% | -3.2% | ||
| Q4 24 | 17.2% | — | ||
| Q3 24 | 5.7% | 12.9% | ||
| Q2 24 | 12.5% | — | ||
| Q1 24 | -9.0% | — |
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.8% | 13.8% | ||
| Q2 25 | 2.2% | 9.1% | ||
| Q1 25 | 2.2% | 9.9% | ||
| Q4 24 | 1.9% | — | ||
| Q3 24 | 1.6% | 8.1% | ||
| Q2 24 | 1.6% | — | ||
| Q1 24 | 1.7% | — |
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | 0.38× | ||
| Q2 25 | — | 6.48× | ||
| Q1 25 | -4.36× | 1.97× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.43× | ||
| Q2 24 | — | — | ||
| Q1 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
NESR
| Production Services | $174.4M | 59% |
| Drilling And Evaluation Services | $120.9M | 41% |
