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LifeStance Health Group, Inc.（LFST）与Sylvamo Corp（SLVM）财务数据对比。点击上方公司名可切换其他公司
Sylvamo Corp的季度营收约是LifeStance Health Group, Inc.的2.0倍（$755.0M vs $382.2M），LifeStance Health Group, Inc.净利率更高（3.1% vs -0.4%，领先3.5%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -8.0%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-59.0M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -10.0%）
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。
西尔瓦莫公司是全球领先的可持续纸浆与纸品生产商，核心产品包括非涂布印刷纸、包装纸及商用纸浆，业务覆盖北美、欧洲、拉美地区，服务办公耗材、出版、商业印刷、包装等多个领域。
LFST vs SLVM — 直观对比
营收规模更大
SLVM
是对方的2.0倍
$382.2M
营收增速更快
LFST
高出25.5%
-8.0%
净利率更高
LFST
高出3.5%
-0.4%
自由现金流更多
LFST
多$105.6M
$-59.0M
两年增速更快
LFST
近两年复合增速
-10.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $755.0M |
| 净利润 | $11.7M | $-3.0M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | — |
| 净利率 | 3.1% | -0.4% |
| 营收同比 | 17.4% | -8.0% |
| 净利润同比 | 264.1% | — |
| 每股收益（稀释后） | — | $-0.08 |
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LFSTSLVM
| Q1 26 | — | $755.0M | ||
| Q4 25 | $382.2M | $890.0M | ||
| Q3 25 | $363.8M | $846.0M | ||
| Q2 25 | $345.3M | $794.0M | ||
| Q1 25 | $333.0M | $821.0M | ||
| Q4 24 | $325.5M | $970.0M | ||
| Q3 24 | $312.7M | $965.0M | ||
| Q2 24 | $312.3M | $933.0M |
净利润LFSTSLVM
| Q1 26 | — | $-3.0M | ||
| Q4 25 | $11.7M | $33.0M | ||
| Q3 25 | $1.1M | $57.0M | ||
| Q2 25 | $-3.8M | $15.0M | ||
| Q1 25 | $709.0K | $27.0M | ||
| Q4 24 | $-7.1M | $81.0M | ||
| Q3 24 | $-6.0M | $95.0M | ||
| Q2 24 | $-23.3M | $83.0M |
营业利润率LFSTSLVM
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 8.9% | ||
| Q3 25 | 2.0% | 11.6% | ||
| Q2 25 | -0.9% | 3.8% | ||
| Q1 25 | 0.5% | 5.4% | ||
| Q4 24 | 0.3% | 11.2% | ||
| Q3 24 | 0.0% | 15.5% | ||
| Q2 24 | -5.1% | 13.1% |
净利率LFSTSLVM
| Q1 26 | — | -0.4% | ||
| Q4 25 | 3.1% | 3.7% | ||
| Q3 25 | 0.3% | 6.7% | ||
| Q2 25 | -1.1% | 1.9% | ||
| Q1 25 | 0.2% | 3.3% | ||
| Q4 24 | -2.2% | 8.4% | ||
| Q3 24 | -1.9% | 9.8% | ||
| Q2 24 | -7.5% | 8.9% |
每股收益（稀释后）LFSTSLVM
| Q1 26 | — | $-0.08 | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | — | $1.41 | ||
| Q2 25 | — | $0.37 | ||
| Q1 25 | — | $0.65 | ||
| Q4 24 | — | $1.91 | ||
| Q3 24 | — | $2.27 | ||
| Q2 24 | — | $1.98 |
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 | — |
| 总债务越低越好 | $282.8M | $766.0M |
| 股东权益账面价值 | $1.5B | $979.0M |
| 总资产 | $2.2B | $2.8B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.78× |
8季度趋势，按日历期对齐
现金及短期投资LFSTSLVM
| Q1 26 | — | — | ||
| Q4 25 | $248.6M | $198.0M | ||
| Q3 25 | $203.9M | $146.0M | ||
| Q2 25 | $188.9M | $183.0M | ||
| Q1 25 | $134.3M | $220.0M | ||
| Q4 24 | $154.6M | $309.0M | ||
| Q3 24 | $102.6M | $414.0M | ||
| Q2 24 | $87.0M | $213.0M |
总债务LFSTSLVM
| Q1 26 | — | $766.0M | ||
| Q4 25 | $282.8M | $763.0M | ||
| Q3 25 | $284.6M | $778.0M | ||
| Q2 25 | $286.4M | $767.0M | ||
| Q1 25 | $288.2M | $794.0M | ||
| Q4 24 | $290.0M | $782.0M | ||
| Q3 24 | $287.3M | $883.0M | ||
| Q2 24 | $288.0M | $894.0M |
股东权益LFSTSLVM
| Q1 26 | — | $979.0M | ||
| Q4 25 | $1.5B | $966.0M | ||
| Q3 25 | $1.5B | $977.0M | ||
| Q2 25 | $1.5B | $959.0M | ||
| Q1 25 | $1.5B | $908.0M | ||
| Q4 24 | $1.4B | $847.0M | ||
| Q3 24 | $1.4B | $937.0M | ||
| Q2 24 | $1.4B | $830.0M |
总资产LFSTSLVM
| Q1 26 | — | $2.8B | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.6B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $2.1B | $2.7B |
负债/权益比LFSTSLVM
| Q1 26 | — | 0.78× | ||
| Q4 25 | 0.19× | 0.79× | ||
| Q3 25 | 0.19× | 0.80× | ||
| Q2 25 | 0.19× | 0.80× | ||
| Q1 25 | 0.20× | 0.87× | ||
| Q4 24 | 0.20× | 0.92× | ||
| Q3 24 | 0.20× | 0.94× | ||
| Q2 24 | 0.20× | 1.08× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-59.0M |
| 自由现金流率自由现金流/营收 | 12.2% | -7.8% |
| 资本支出强度资本支出/营收 | 2.9% | — |
| 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 | $10.0M |
8季度趋势，按日历期对齐
经营现金流LFSTSLVM
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $94.0M | ||
| Q3 25 | $27.3M | $87.0M | ||
| Q2 25 | $64.4M | $64.0M | ||
| Q1 25 | $-3.1M | $23.0M | ||
| Q4 24 | $62.3M | $164.0M | ||
| Q3 24 | $22.7M | $163.0M | ||
| Q2 24 | $44.1M | $115.0M |
自由现金流LFSTSLVM
| Q1 26 | — | $-59.0M | ||
| Q4 25 | $46.6M | $38.0M | ||
| Q3 25 | $17.0M | $33.0M | ||
| Q2 25 | $56.6M | $-2.0M | ||
| Q1 25 | $-10.3M | $-25.0M | ||
| Q4 24 | $56.0M | $100.0M | ||
| Q3 24 | $17.7M | $119.0M | ||
| Q2 24 | $39.0M | $62.0M |
自由现金流率LFSTSLVM
| Q1 26 | — | -7.8% | ||
| Q4 25 | 12.2% | 4.3% | ||
| Q3 25 | 4.7% | 3.9% | ||
| Q2 25 | 16.4% | -0.3% | ||
| Q1 25 | -3.1% | -3.0% | ||
| Q4 24 | 17.2% | 10.3% | ||
| Q3 24 | 5.7% | 12.3% | ||
| Q2 24 | 12.5% | 6.6% |
资本支出强度LFSTSLVM
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 6.3% | ||
| Q3 25 | 2.8% | 6.4% | ||
| Q2 25 | 2.2% | 8.3% | ||
| Q1 25 | 2.2% | 5.8% | ||
| Q4 24 | 1.9% | 6.6% | ||
| Q3 24 | 1.6% | 4.6% | ||
| Q2 24 | 1.6% | 5.7% |
现金转化率LFSTSLVM
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 2.85× | ||
| Q3 25 | 25.34× | 1.53× | ||
| Q2 25 | — | 4.27× | ||
| Q1 25 | -4.36× | 0.85× | ||
| Q4 24 | — | 2.02× | ||
| Q3 24 | — | 1.72× | ||
| Q2 24 | — | 1.39× |
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
SLVM
| North America | $390.0M | 52% |
| Europe | $190.0M | 25% |
| Latin America | $187.0M | 25% |
