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LifeStance Health Group, Inc.（LFST）与SOLAREDGE TECHNOLOGIES, INC.（SEDG）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SOLAREDGE TECHNOLOGIES, INC.的1.1倍（$382.2M vs $335.4M），LifeStance Health Group, Inc.净利率更高（3.1% vs -39.4%，领先42.4%），SOLAREDGE TECHNOLOGIES, INC.同比增速更快（70.9% vs 17.4%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $43.3M），过去两年SOLAREDGE TECHNOLOGIES, INC.的营收复合增速更高（28.1% 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。
SolarEdge Technologies是一家以色列新能源科技企业，核心研发并推出了直流优化逆变器系统，该方案可提升光伏发电的能效表现，助力光伏系统实现更稳定、高效的电力转换，在全球分布式光伏领域拥有广泛的应用场景和市场认可度。
LFST vs SEDG — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $335.4M |
| 净利润 | $11.7M | $-132.1M |
| 毛利率 | — | 22.2% |
| 营业利润率 | 4.7% | -14.4% |
| 净利率 | 3.1% | -39.4% |
| 营收同比 | 17.4% | 70.9% |
| 净利润同比 | 264.1% | 54.0% |
| 每股收益（稀释后） | — | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $363.8M | $340.2M | ||
| Q2 25 | $345.3M | $289.4M | ||
| Q1 25 | $333.0M | $219.5M | ||
| Q4 24 | $325.5M | $196.2M | ||
| Q3 24 | $312.7M | $235.4M | ||
| Q2 24 | $312.3M | $265.4M | ||
| Q1 24 | $300.4M | $204.4M |
| Q4 25 | $11.7M | $-132.1M | ||
| Q3 25 | $1.1M | $-50.1M | ||
| Q2 25 | $-3.8M | $-124.7M | ||
| Q1 25 | $709.0K | $-98.5M | ||
| Q4 24 | $-7.1M | $-287.4M | ||
| Q3 24 | $-6.0M | $-1.2B | ||
| Q2 24 | $-23.3M | $-130.8M | ||
| Q1 24 | $-21.1M | $-157.3M |
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | -12.8% |
| Q4 25 | 4.7% | -14.4% | ||
| Q3 25 | 2.0% | -10.3% | ||
| Q2 25 | -0.9% | -39.9% | ||
| Q1 25 | 0.5% | -46.8% | ||
| Q4 24 | 0.3% | -134.4% | ||
| Q3 24 | 0.0% | -471.8% | ||
| Q2 24 | -5.1% | -60.4% | ||
| Q1 24 | -5.6% | -85.0% |
| Q4 25 | 3.1% | -39.4% | ||
| Q3 25 | 0.3% | -14.7% | ||
| Q2 25 | -1.1% | -43.1% | ||
| Q1 25 | 0.2% | -44.9% | ||
| Q4 24 | -2.2% | -146.5% | ||
| Q3 24 | -1.9% | -522.8% | ||
| Q2 24 | -7.5% | -49.3% | ||
| Q1 24 | -7.0% | -77.0% |
| Q4 25 | — | $-2.21 | ||
| Q3 25 | — | $-0.84 | ||
| Q2 25 | — | $-2.13 | ||
| Q1 25 | — | $-1.70 | ||
| Q4 24 | — | $-5.00 | ||
| Q3 24 | — | $-21.58 | ||
| Q2 24 | — | $-2.31 | ||
| Q1 24 | — | $-2.75 |
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 | $493.2M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $427.5M |
| 总资产 | $2.2B | $2.2B |
| 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 | $493.2M | ||
| Q3 25 | $203.9M | $498.6M | ||
| Q2 25 | $188.9M | $758.0M | ||
| Q1 25 | $134.3M | $651.6M | ||
| Q4 24 | $154.6M | $585.9M | ||
| Q3 24 | $102.6M | $678.8M | ||
| Q2 24 | $87.0M | $689.8M | ||
| Q1 24 | $49.5M | $680.6M |
| 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 | $427.5M | ||
| Q3 25 | $1.5B | $479.8M | ||
| Q2 25 | $1.5B | $513.2M | ||
| Q1 25 | $1.5B | $594.2M | ||
| Q4 24 | $1.4B | $658.3M | ||
| Q3 24 | $1.4B | $930.9M | ||
| Q2 24 | $1.4B | $2.1B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | $2.2B | $2.2B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.1B | $2.5B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.1B | $3.9B | ||
| Q1 24 | $2.1B | $4.2B |
| 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 | $52.6M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $43.3M |
| 自由现金流率自由现金流/营收 | 12.2% | 12.9% |
| 资本支出强度资本支出/营收 | 2.9% | 2.8% |
| 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 | $80.8M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | $52.6M | ||
| Q3 25 | $27.3M | $25.6M | ||
| Q2 25 | $64.4M | $-7.8M | ||
| Q1 25 | $-3.1M | $33.8M | ||
| Q4 24 | $62.3M | $37.8M | ||
| Q3 24 | $22.7M | $-89.3M | ||
| Q2 24 | $44.1M | $-44.8M | ||
| Q1 24 | $-21.8M | $-217.0M |
| Q4 25 | $46.6M | $43.3M | ||
| Q3 25 | $17.0M | $22.8M | ||
| Q2 25 | $56.6M | $-9.1M | ||
| Q1 25 | $-10.3M | $23.7M | ||
| Q4 24 | $56.0M | $25.5M | ||
| Q3 24 | $17.7M | $-136.7M | ||
| Q2 24 | $39.0M | $-67.0M | ||
| Q1 24 | $-26.9M | $-243.4M |
| Q4 25 | 12.2% | 12.9% | ||
| Q3 25 | 4.7% | 6.7% | ||
| Q2 25 | 16.4% | -3.1% | ||
| Q1 25 | -3.1% | 10.8% | ||
| Q4 24 | 17.2% | 13.0% | ||
| Q3 24 | 5.7% | -58.1% | ||
| Q2 24 | 12.5% | -25.2% | ||
| Q1 24 | -9.0% | -119.1% |
| Q4 25 | 2.9% | 2.8% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 2.2% | 0.4% | ||
| Q1 25 | 2.2% | 4.6% | ||
| Q4 24 | 1.9% | 6.2% | ||
| Q3 24 | 1.6% | 20.1% | ||
| Q2 24 | 1.6% | 8.4% | ||
| Q1 24 | 1.7% | 12.9% |
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.36× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
