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LifeStance Health Group, Inc.（LFST）与NETSCOUT SYSTEMS INC（NTCT）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NETSCOUT SYSTEMS INC的1.5倍（$382.2M vs $250.7M），NETSCOUT SYSTEMS INC净利率更高（22.0% vs 3.1%，领先18.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.5%），NETSCOUT SYSTEMS INC自由现金流更多（$59.3M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 11.0%）
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。
NETSCOUT SYSTEMS INC是美国科技企业，1984年由阿尼尔·辛哈尔与纳伦德拉·波帕特创立，前身为Frontier Software，总部位于马萨诸塞州韦斯特福德。公司专注于软件可观测性、深度数据包检测、DDoS防护及AIOps领域，为客户提供相关技术解决方案。
LFST vs NTCT — 直观对比
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $250.7M |
| 净利润 | $11.7M | $55.1M |
| 毛利率 | — | 81.6% |
| 营业利润率 | 4.7% | 25.7% |
| 净利率 | 3.1% | 22.0% |
| 营收同比 | 17.4% | -0.5% |
| 净利润同比 | 264.1% | 13.0% |
| 每股收益（稀释后） | — | $0.75 |
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 | $250.7M | ||
| Q3 25 | $363.8M | $219.0M | ||
| Q2 25 | $345.3M | $186.7M | ||
| Q1 25 | $333.0M | $205.0M | ||
| Q4 24 | $325.5M | $252.0M | ||
| Q3 24 | $312.7M | $191.1M | ||
| Q2 24 | $312.3M | $174.6M | ||
| Q1 24 | $300.4M | $203.4M |
| Q4 25 | $11.7M | $55.1M | ||
| Q3 25 | $1.1M | $25.8M | ||
| Q2 25 | $-3.8M | $-3.7M | ||
| Q1 25 | $709.0K | $18.6M | ||
| Q4 24 | $-7.1M | $48.8M | ||
| Q3 24 | $-6.0M | $9.0M | ||
| Q2 24 | $-23.3M | $-443.4M | ||
| Q1 24 | $-21.1M | $-32.4M |
| Q4 25 | — | 81.6% | ||
| Q3 25 | — | 80.1% | ||
| Q2 25 | — | 76.7% | ||
| Q1 25 | — | 77.7% | ||
| Q4 24 | — | 81.5% | ||
| Q3 24 | — | 78.0% | ||
| Q2 24 | — | 74.6% | ||
| Q1 24 | — | 75.3% |
| Q4 25 | 4.7% | 25.7% | ||
| Q3 25 | 2.0% | 14.8% | ||
| Q2 25 | -0.9% | -3.5% | ||
| Q1 25 | 0.5% | 9.7% | ||
| Q4 24 | 0.3% | 24.5% | ||
| Q3 24 | 0.0% | 7.4% | ||
| Q2 24 | -5.1% | -265.4% | ||
| Q1 24 | -5.6% | -18.2% |
| Q4 25 | 3.1% | 22.0% | ||
| Q3 25 | 0.3% | 11.8% | ||
| Q2 25 | -1.1% | -2.0% | ||
| Q1 25 | 0.2% | 9.1% | ||
| Q4 24 | -2.2% | 19.4% | ||
| Q3 24 | -1.9% | 4.7% | ||
| Q2 24 | -7.5% | -254.0% | ||
| Q1 24 | -7.0% | -15.9% |
| Q4 25 | — | $0.75 | ||
| Q3 25 | — | $0.35 | ||
| Q2 25 | — | $-0.05 | ||
| Q1 25 | — | $0.28 | ||
| Q4 24 | — | $0.67 | ||
| Q3 24 | — | $0.13 | ||
| Q2 24 | — | $-6.20 | ||
| Q1 24 | — | $-0.43 |
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 | $540.6M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.6B |
| 总资产 | $2.2B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
| Q4 25 | $248.6M | $540.6M | ||
| Q3 25 | $203.9M | $483.4M | ||
| Q2 25 | $188.9M | $489.6M | ||
| Q1 25 | $134.3M | $457.4M | ||
| Q4 24 | $154.6M | $398.4M | ||
| Q3 24 | $102.6M | $363.4M | ||
| Q2 24 | $87.0M | $362.2M | ||
| Q1 24 | $49.5M | $389.7M |
| 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 24 | $288.8M | — |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.4B | $1.5B | ||
| Q3 24 | $1.4B | $1.5B | ||
| Q2 24 | $1.4B | $1.4B | ||
| Q1 24 | $1.4B | $1.9B |
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.2B | ||
| Q1 25 | $2.1B | $2.2B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.1B | $2.1B | ||
| Q1 24 | $2.1B | $2.6B |
| 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× | — | ||
| 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 | $62.1M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $59.3M |
| 自由现金流率自由现金流/营收 | 12.2% | 23.6% |
| 资本支出强度资本支出/营收 | 2.9% | 1.1% |
| 现金转化率经营现金流/净利润 | 4.93× | 1.13× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $275.5M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | $62.1M | ||
| Q3 25 | $27.3M | $6.7M | ||
| Q2 25 | $64.4M | $73.6M | ||
| Q1 25 | $-3.1M | $141.5M | ||
| Q4 24 | $62.3M | $41.5M | ||
| Q3 24 | $22.7M | $-3.7M | ||
| Q2 24 | $44.1M | $38.4M | ||
| Q1 24 | $-21.8M | $93.6M |
| Q4 25 | $46.6M | $59.3M | ||
| Q3 25 | $17.0M | $4.4M | ||
| Q2 25 | $56.6M | $71.7M | ||
| Q1 25 | $-10.3M | $140.1M | ||
| Q4 24 | $56.0M | $39.6M | ||
| Q3 24 | $17.7M | $-4.6M | ||
| Q2 24 | $39.0M | $37.2M | ||
| Q1 24 | $-26.9M | $92.0M |
| Q4 25 | 12.2% | 23.6% | ||
| Q3 25 | 4.7% | 2.0% | ||
| Q2 25 | 16.4% | 38.4% | ||
| Q1 25 | -3.1% | 68.4% | ||
| Q4 24 | 17.2% | 15.7% | ||
| Q3 24 | 5.7% | -2.4% | ||
| Q2 24 | 12.5% | 21.3% | ||
| Q1 24 | -9.0% | 45.2% |
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.8% | 1.0% | ||
| Q2 25 | 2.2% | 1.0% | ||
| Q1 25 | 2.2% | 0.7% | ||
| Q4 24 | 1.9% | 0.7% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 1.6% | 0.7% | ||
| Q1 24 | 1.7% | 0.8% |
| Q4 25 | 4.93× | 1.13× | ||
| Q3 25 | 25.34× | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.36× | 7.60× | ||
| Q4 24 | — | 0.85× | ||
| Q3 24 | — | -0.41× | ||
| 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
NTCT
| Services | $129.0M | 51% |
| Products | $121.7M | 49% |
