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LifeStance Health Group, Inc.（LFST）与OXFORD INDUSTRIES INC（OXM）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OXFORD INDUSTRIES INC的1.2倍（$382.2M vs $307.3M），LifeStance Health Group, Inc.净利率更高（3.1% vs -20.7%，领先23.8%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.2%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-47.9M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -3.0%）
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。
牛津工业公司是美国一家上市服装企业，主打高端服装及服饰产品，旗下拥有多个知名品牌，包括汤米·巴哈马、莉莉·普利策、强尼·瓦斯和萨瑟恩泰德等。
LFST vs OXM — 直观对比
营收规模更大
LFST
是对方的1.2倍
$307.3M
营收增速更快
LFST
高出17.6%
-0.2%
净利率更高
LFST
高出23.8%
-20.7%
自由现金流更多
LFST
多$94.6M
$-47.9M
两年增速更快
LFST
近两年复合增速
-3.0%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $307.3M |
| 净利润 | $11.7M | $-63.7M |
| 毛利率 | — | 60.3% |
| 营业利润率 | 4.7% | -27.7% |
| 净利率 | 3.1% | -20.7% |
| 营收同比 | 17.4% | -0.2% |
| 净利润同比 | 264.1% | -1517.6% |
| 每股收益（稀释后） | — | $-4.28 |
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LFSTOXM
| Q4 25 | $382.2M | $307.3M | ||
| Q3 25 | $363.8M | $403.1M | ||
| Q2 25 | $345.3M | $392.9M | ||
| Q1 25 | $333.0M | — | ||
| Q4 24 | $325.5M | $308.0M | ||
| Q3 24 | $312.7M | $419.9M | ||
| Q2 24 | $312.3M | $398.2M | ||
| Q1 24 | $300.4M | $404.4M |
净利润LFSTOXM
| Q4 25 | $11.7M | $-63.7M | ||
| Q3 25 | $1.1M | $16.7M | ||
| Q2 25 | $-3.8M | $26.2M | ||
| Q1 25 | $709.0K | — | ||
| Q4 24 | $-7.1M | $-3.9M | ||
| Q3 24 | $-6.0M | $40.6M | ||
| Q2 24 | $-23.3M | $38.4M | ||
| Q1 24 | $-21.1M | $-60.1M |
毛利率LFSTOXM
| Q4 25 | — | 60.3% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 64.2% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 63.1% | ||
| Q3 24 | — | 63.1% | ||
| Q2 24 | — | 64.9% | ||
| Q1 24 | — | 60.9% |
营业利润率LFSTOXM
| Q4 25 | 4.7% | -27.7% | ||
| Q3 25 | 2.0% | 6.3% | ||
| Q2 25 | -0.9% | 9.2% | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.3% | -2.0% | ||
| Q3 24 | 0.0% | 12.5% | ||
| Q2 24 | -5.1% | 13.2% | ||
| Q1 24 | -5.6% | -20.1% |
净利率LFSTOXM
| Q4 25 | 3.1% | -20.7% | ||
| Q3 25 | 0.3% | 4.1% | ||
| Q2 25 | -1.1% | 6.7% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | -2.2% | -1.3% | ||
| Q3 24 | -1.9% | 9.7% | ||
| Q2 24 | -7.5% | 9.6% | ||
| Q1 24 | -7.0% | -14.9% |
每股收益（稀释后）LFSTOXM
| Q4 25 | — | $-4.28 | ||
| Q3 25 | — | $1.12 | ||
| Q2 25 | — | $1.70 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $-0.25 | ||
| Q3 24 | — | $2.57 | ||
| Q2 24 | — | $2.42 | ||
| Q1 24 | — | $-3.72 |
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 | $8.0M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $528.0M |
| 总资产 | $2.2B | $1.3B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资LFSTOXM
| Q4 25 | $248.6M | $8.0M | ||
| Q3 25 | $203.9M | $6.9M | ||
| Q2 25 | $188.9M | $8.2M | ||
| Q1 25 | $134.3M | — | ||
| Q4 24 | $154.6M | $7.0M | ||
| Q3 24 | $102.6M | $18.4M | ||
| Q2 24 | $87.0M | $7.7M | ||
| Q1 24 | $49.5M | $7.6M |
总债务LFSTOXM
| 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 | $29.0M |
股东权益LFSTOXM
| Q4 25 | $1.5B | $528.0M | ||
| Q3 25 | $1.5B | $597.1M | ||
| Q2 25 | $1.5B | $592.4M | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | $612.2M | ||
| Q3 24 | $1.4B | $621.6M | ||
| Q2 24 | $1.4B | $592.9M | ||
| Q1 24 | $1.4B | $560.9M |
总资产LFSTOXM
| Q4 25 | $2.2B | $1.3B | ||
| Q3 25 | $2.1B | $1.3B | ||
| Q2 25 | $2.1B | $1.3B | ||
| Q1 25 | $2.1B | — | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $2.1B | $1.2B | ||
| Q1 24 | $2.1B | $1.1B |
负债/权益比LFSTOXM
| 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× | 0.05× |
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 | $-9.1M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-47.9M |
| 自由现金流率自由现金流/营收 | 12.2% | -15.6% |
| 资本支出强度资本支出/营收 | 2.9% | 12.6% |
| 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 | $-79.9M |
8季度趋势，按日历期对齐
经营现金流LFSTOXM
| Q4 25 | $57.6M | $-9.1M | ||
| Q3 25 | $27.3M | $83.5M | ||
| Q2 25 | $64.4M | $-3.9M | ||
| Q1 25 | $-3.1M | — | ||
| Q4 24 | $62.3M | $-18.2M | ||
| Q3 24 | $22.7M | $88.8M | ||
| Q2 24 | $44.1M | $32.9M | ||
| Q1 24 | $-21.8M | $74.9M |
自由现金流LFSTOXM
| Q4 25 | $46.6M | $-47.9M | ||
| Q3 25 | $17.0M | $52.3M | ||
| Q2 25 | $56.6M | $-27.4M | ||
| Q1 25 | $-10.3M | — | ||
| Q4 24 | $56.0M | $-56.9M | ||
| Q3 24 | $17.7M | $47.2M | ||
| Q2 24 | $39.0M | $21.0M | ||
| Q1 24 | $-26.9M | $55.3M |
自由现金流率LFSTOXM
| Q4 25 | 12.2% | -15.6% | ||
| Q3 25 | 4.7% | 13.0% | ||
| Q2 25 | 16.4% | -7.0% | ||
| Q1 25 | -3.1% | — | ||
| Q4 24 | 17.2% | -18.5% | ||
| Q3 24 | 5.7% | 11.2% | ||
| Q2 24 | 12.5% | 5.3% | ||
| Q1 24 | -9.0% | 13.7% |
资本支出强度LFSTOXM
| Q4 25 | 2.9% | 12.6% | ||
| Q3 25 | 2.8% | 7.7% | ||
| Q2 25 | 2.2% | 6.0% | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | 1.9% | 12.6% | ||
| Q3 24 | 1.6% | 9.9% | ||
| Q2 24 | 1.6% | 3.0% | ||
| Q1 24 | 1.7% | 4.8% |
现金转化率LFSTOXM
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | 5.00× | ||
| Q2 25 | — | -0.15× | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.19× | ||
| Q2 24 | — | 0.86× | ||
| 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
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
