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LifeStance Health Group, Inc.（LFST）与升特（SMTC）财务数据对比。点击上方公司名可切换其他公司
LifeStance Health Group, Inc.的季度营收约是升特的1.4倍（$382.2M vs $267.0M），LifeStance Health Group, Inc.净利率更高（3.1% vs -1.1%，领先4.1%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 12.7%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $44.6M），过去两年升特的营收复合增速更高（17.6% 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。
升特（Semtech）是美国模拟与混合信号半导体及先进算法供应商，产品覆盖消费电子、企业计算、通信、工业等终端领域。公司1960年成立于加利福尼亚州纽伯里帕克，总部位于南加州卡马里奥，目前在北美、欧洲、亚洲的15个国家设有32个分支机构。
LFST vs SMTC — 直观对比
营收规模更大
LFST
是对方的1.4倍
$267.0M
营收增速更快
LFST
高出4.7%
12.7%
净利率更高
LFST
高出4.1%
-1.1%
自由现金流更多
LFST
多$2.0M
$44.6M
两年增速更快
SMTC
近两年复合增速
12.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $267.0M |
| 净利润 | $11.7M | $-2.9M |
| 毛利率 | — | 51.9% |
| 营业利润率 | 4.7% | 11.6% |
| 净利率 | 3.1% | -1.1% |
| 营收同比 | 17.4% | 12.7% |
| 净利润同比 | 264.1% | 62.3% |
| 每股收益（稀释后） | — | $-0.03 |
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LFSTSMTC
| Q4 25 | $382.2M | $267.0M | ||
| Q3 25 | $363.8M | $257.6M | ||
| Q2 25 | $345.3M | $251.1M | ||
| Q1 25 | $333.0M | $251.0M | ||
| Q4 24 | $325.5M | $236.8M | ||
| Q3 24 | $312.7M | $215.4M | ||
| Q2 24 | $312.3M | $206.1M | ||
| Q1 24 | $300.4M | $192.9M |
净利润LFSTSMTC
| Q4 25 | $11.7M | $-2.9M | ||
| Q3 25 | $1.1M | $-27.1M | ||
| Q2 25 | $-3.8M | $19.3M | ||
| Q1 25 | $709.0K | $39.1M | ||
| Q4 24 | $-7.1M | $-7.6M | ||
| Q3 24 | $-6.0M | $-170.3M | ||
| Q2 24 | $-23.3M | $-23.2M | ||
| Q1 24 | $-21.1M | $-642.4M |
毛利率LFSTSMTC
| Q4 25 | — | 51.9% | ||
| Q3 25 | — | 52.1% | ||
| Q2 25 | — | 52.3% | ||
| Q1 25 | — | 52.0% | ||
| Q4 24 | — | 51.1% | ||
| Q3 24 | — | 49.0% | ||
| Q2 24 | — | 48.3% | ||
| Q1 24 | — | -0.2% |
营业利润率LFSTSMTC
| Q4 25 | 4.7% | 11.6% | ||
| Q3 25 | 2.0% | -6.3% | ||
| Q2 25 | -0.9% | 14.3% | ||
| Q1 25 | 0.5% | 8.5% | ||
| Q4 24 | 0.3% | 7.5% | ||
| Q3 24 | 0.0% | 3.6% | ||
| Q2 24 | -5.1% | 1.5% | ||
| Q1 24 | -5.6% | -321.3% |
净利率LFSTSMTC
| Q4 25 | 3.1% | -1.1% | ||
| Q3 25 | 0.3% | -10.5% | ||
| Q2 25 | -1.1% | 7.7% | ||
| Q1 25 | 0.2% | 15.6% | ||
| Q4 24 | -2.2% | -3.2% | ||
| Q3 24 | -1.9% | -79.1% | ||
| Q2 24 | -7.5% | -11.2% | ||
| Q1 24 | -7.0% | -332.9% |
每股收益（稀释后）LFSTSMTC
| Q4 25 | — | $-0.03 | ||
| Q3 25 | — | $-0.31 | ||
| Q2 25 | — | $0.22 | ||
| Q1 25 | — | $0.81 | ||
| Q4 24 | — | $-0.10 | ||
| Q3 24 | — | $-2.61 | ||
| Q2 24 | — | $-0.36 | ||
| Q1 24 | — | $-10.00 |
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 | $164.7M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $565.7M |
| 总资产 | $2.2B | $1.4B |
| 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LFSTSMTC
| Q4 25 | $248.6M | $164.7M | ||
| Q3 25 | $203.9M | $168.6M | ||
| Q2 25 | $188.9M | $156.5M | ||
| Q1 25 | $134.3M | $151.7M | ||
| Q4 24 | $154.6M | $136.5M | ||
| Q3 24 | $102.6M | $115.9M | ||
| Q2 24 | $87.0M | $126.8M | ||
| Q1 24 | $49.5M | $128.6M |
总债务LFSTSMTC
| 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 | — |
股东权益LFSTSMTC
| Q4 25 | $1.5B | $565.7M | ||
| Q3 25 | $1.5B | $552.9M | ||
| Q2 25 | $1.5B | $568.8M | ||
| Q1 25 | $1.5B | $542.4M | ||
| Q4 24 | $1.4B | $-139.7M | ||
| Q3 24 | $1.4B | $-141.4M | ||
| Q2 24 | $1.4B | $-313.1M | ||
| Q1 24 | $1.4B | $-307.4M |
总资产LFSTSMTC
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.1B | $1.4B | ||
| Q2 25 | $2.1B | $1.4B | ||
| Q1 25 | $2.1B | $1.4B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $2.1B | $1.4B | ||
| Q1 24 | $2.1B | $1.4B |
负债/权益比LFSTSMTC
| 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 | $47.5M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $44.6M |
| 自由现金流率自由现金流/营收 | 12.2% | 16.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $110.0M | $143.2M |
8季度趋势，按日历期对齐
经营现金流LFSTSMTC
| Q4 25 | $57.6M | $47.5M | ||
| Q3 25 | $27.3M | $44.4M | ||
| Q2 25 | $64.4M | $27.8M | ||
| Q1 25 | $-3.1M | $33.5M | ||
| Q4 24 | $62.3M | $29.6M | ||
| Q3 24 | $22.7M | $-5.0M | ||
| Q2 24 | $44.1M | $-89.0K | ||
| Q1 24 | $-21.8M | $13.9M |
自由现金流LFSTSMTC
| Q4 25 | $46.6M | $44.6M | ||
| Q3 25 | $17.0M | $41.5M | ||
| Q2 25 | $56.6M | $26.2M | ||
| Q1 25 | $-10.3M | $30.9M | ||
| Q4 24 | $56.0M | $29.1M | ||
| Q3 24 | $17.7M | $-8.4M | ||
| Q2 24 | $39.0M | $-1.4M | ||
| Q1 24 | $-26.9M | $12.2M |
自由现金流率LFSTSMTC
| Q4 25 | 12.2% | 16.7% | ||
| Q3 25 | 4.7% | 16.1% | ||
| Q2 25 | 16.4% | 10.4% | ||
| Q1 25 | -3.1% | 12.3% | ||
| Q4 24 | 17.2% | 12.3% | ||
| Q3 24 | 5.7% | -3.9% | ||
| Q2 24 | 12.5% | -0.7% | ||
| Q1 24 | -9.0% | 6.3% |
资本支出强度LFSTSMTC
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.8% | 1.1% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 2.2% | 1.0% | ||
| Q4 24 | 1.9% | 0.2% | ||
| Q3 24 | 1.6% | 1.6% | ||
| Q2 24 | 1.6% | 0.6% | ||
| Q1 24 | 1.7% | 0.9% |
现金转化率LFSTSMTC
| Q4 25 | 4.93× | — | ||
| Q3 25 | 25.34× | — | ||
| Q2 25 | — | 1.44× | ||
| Q1 25 | -4.36× | 0.86× | ||
| 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
SMTC
| Products | $239.5M | 90% |
| Services | $27.4M | 10% |
