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LifeStance Health Group, Inc.（LFST）与SUBURBAN PROPANE PARTNERS LP（SPH）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SUBURBAN PROPANE PARTNERS LP的1.0倍（$382.2M vs $370.4M），SUBURBAN PROPANE PARTNERS LP净利率更高（12.4% vs 3.1%，领先9.3%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.8%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $-67.5M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -13.8%）
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。
Suburban Propane Partners LP是美国领先的丙烷、天然气、取暖油及相关能源产品分销商，服务覆盖住宅、商业、工业、农业等各类客户，同时提供暖通空调系统的安装、维护与维修服务，业务范围遍布全美。
LFST vs SPH — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $370.4M |
| 净利润 | $11.7M | $45.8M |
| 毛利率 | — | 64.7% |
| 营业利润率 | 4.7% | 18.3% |
| 净利率 | 3.1% | 12.4% |
| 营收同比 | 17.4% | -0.8% |
| 净利润同比 | 264.1% | 135.7% |
| 每股收益（稀释后） | — | $0.69 |
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 | $370.4M | ||
| Q3 25 | $363.8M | $211.4M | ||
| Q2 25 | $345.3M | $260.1M | ||
| Q1 25 | $333.0M | $587.7M | ||
| Q4 24 | $325.5M | $373.3M | ||
| Q3 24 | $312.7M | $208.6M | ||
| Q2 24 | $312.3M | $254.6M | ||
| Q1 24 | $300.4M | $498.1M |
| Q4 25 | $11.7M | $45.8M | ||
| Q3 25 | $1.1M | $-35.1M | ||
| Q2 25 | $-3.8M | $-14.8M | ||
| Q1 25 | $709.0K | $137.1M | ||
| Q4 24 | $-7.1M | $19.4M | ||
| Q3 24 | $-6.0M | $-44.6M | ||
| Q2 24 | $-23.3M | $-17.2M | ||
| Q1 24 | $-21.1M | $111.5M |
| Q4 25 | — | 64.7% | ||
| Q3 25 | — | 64.7% | ||
| Q2 25 | — | 61.7% | ||
| Q1 25 | — | 58.8% | ||
| Q4 24 | — | 60.6% | ||
| Q3 24 | — | 59.4% | ||
| Q2 24 | — | 62.9% | ||
| Q1 24 | — | 61.8% |
| Q4 25 | 4.7% | 18.3% | ||
| Q3 25 | 2.0% | -7.9% | ||
| Q2 25 | -0.9% | 2.1% | ||
| Q1 25 | 0.5% | 27.0% | ||
| Q4 24 | 0.3% | 15.8% | ||
| Q3 24 | 0.0% | -10.8% | ||
| Q2 24 | -5.1% | 3.2% | ||
| Q1 24 | -5.6% | 27.5% |
| Q4 25 | 3.1% | 12.4% | ||
| Q3 25 | 0.3% | -16.6% | ||
| Q2 25 | -1.1% | -5.7% | ||
| Q1 25 | 0.2% | 23.3% | ||
| Q4 24 | -2.2% | 5.2% | ||
| Q3 24 | -1.9% | -21.4% | ||
| Q2 24 | -7.5% | -6.8% | ||
| Q1 24 | -7.0% | 22.4% |
| Q4 25 | — | $0.69 | ||
| Q3 25 | — | $-0.55 | ||
| Q2 25 | — | $-0.23 | ||
| Q1 25 | — | $2.10 | ||
| Q4 24 | — | $0.30 | ||
| Q3 24 | — | $-0.69 | ||
| Q2 24 | — | $-0.27 | ||
| Q1 24 | — | $1.72 |
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 | $1.3M |
| 总债务越低越好 | $282.8M | $1.3B |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $2.2B | $2.4B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
| Q4 25 | $248.6M | $1.3M | ||
| Q3 25 | $203.9M | $405.0K | ||
| Q2 25 | $188.9M | $1.3M | ||
| Q1 25 | $134.3M | $3.9M | ||
| Q4 24 | $154.6M | $4.4M | ||
| Q3 24 | $102.6M | $3.2M | ||
| Q2 24 | $87.0M | $4.9M | ||
| Q1 24 | $49.5M | $4.4M |
| Q4 25 | $282.8M | $1.3B | ||
| Q3 25 | $284.6M | $1.2B | ||
| Q2 25 | $286.4M | $1.2B | ||
| Q1 25 | $288.2M | $1.3B | ||
| Q4 24 | $290.0M | $1.3B | ||
| Q3 24 | $287.3M | $1.2B | ||
| Q2 24 | $288.0M | $1.2B | ||
| Q1 24 | $288.8M | $1.2B |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $2.2B | $2.4B | ||
| Q3 25 | $2.1B | $2.3B | ||
| Q2 25 | $2.1B | $2.3B | ||
| Q1 25 | $2.1B | $2.4B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $2.1B | $2.3B | ||
| Q2 24 | $2.1B | $2.3B | ||
| Q1 24 | $2.1B | $2.3B |
| 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 | $-47.7M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $-67.5M |
| 自由现金流率自由现金流/营收 | 12.2% | -18.2% |
| 资本支出强度资本支出/营收 | 2.9% | 5.3% |
| 现金转化率经营现金流/净利润 | 4.93× | -1.04× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $61.9M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | $-47.7M | ||
| Q3 25 | $27.3M | $41.8M | ||
| Q2 25 | $64.4M | $95.5M | ||
| Q1 25 | $-3.1M | $40.1M | ||
| Q4 24 | $62.3M | $8.8M | ||
| Q3 24 | $22.7M | $36.8M | ||
| Q2 24 | $44.1M | $61.4M | ||
| Q1 24 | $-21.8M | $75.1M |
| Q4 25 | $46.6M | $-67.5M | ||
| Q3 25 | $17.0M | $27.7M | ||
| Q2 25 | $56.6M | $80.9M | ||
| Q1 25 | $-10.3M | $20.8M | ||
| Q4 24 | $56.0M | $-15.1M | ||
| Q3 24 | $17.7M | $17.7M | ||
| Q2 24 | $39.0M | $46.8M | ||
| Q1 24 | $-26.9M | $60.6M |
| Q4 25 | 12.2% | -18.2% | ||
| Q3 25 | 4.7% | 13.1% | ||
| Q2 25 | 16.4% | 31.1% | ||
| Q1 25 | -3.1% | 3.5% | ||
| Q4 24 | 17.2% | -4.0% | ||
| Q3 24 | 5.7% | 8.5% | ||
| Q2 24 | 12.5% | 18.4% | ||
| Q1 24 | -9.0% | 12.2% |
| Q4 25 | 2.9% | 5.3% | ||
| Q3 25 | 2.8% | 6.7% | ||
| Q2 25 | 2.2% | 5.6% | ||
| Q1 25 | 2.2% | 3.3% | ||
| Q4 24 | 1.9% | 6.4% | ||
| Q3 24 | 1.6% | 9.1% | ||
| Q2 24 | 1.6% | 5.8% | ||
| Q1 24 | 1.7% | 2.9% |
| Q4 25 | 4.93× | -1.04× | ||
| Q3 25 | 25.34× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | -4.36× | 0.29× | ||
| Q4 24 | — | 0.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.67× |
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
SPH
| Propane | $326.4M | 88% |
| Other Sales Revenue Net | $19.9M | 5% |
| Fuel Oil And Refined Fuels | $18.2M | 5% |
| Natural Gas And Electricity | $5.9M | 2% |
| Wholesale | $4.1M | 1% |
