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LifeStance Health Group, Inc.（LFST）与Strategic Education, Inc.（STRA）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Strategic Education, Inc.的1.2倍（$382.2M vs $305.9M），Strategic Education, Inc.净利率更高（10.7% vs 3.1%，领先7.7%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 0.8%），Strategic Education, Inc.自由现金流更多（$77.3M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -1.0%）
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。
Strategic Education, Inc.（简称SEI）是一家教育服务控股企业，前身为斯特雷尔教育公司。旗下拥有营利性在线院校卡佩拉大学、斯特雷尔大学，还运营着DevMountain、Hackbright学院、Sophia Learning等提供非学位课程的教育机构。
LFST vs STRA — 直观对比
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $305.9M |
| 净利润 | $11.7M | $32.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 13.4% |
| 净利率 | 3.1% | 10.7% |
| 营收同比 | 17.4% | 0.8% |
| 净利润同比 | 264.1% | 10.3% |
| 每股收益（稀释后） | — | $1.48 |
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
| Q1 26 | — | $305.9M | ||
| Q4 25 | $382.2M | $323.2M | ||
| Q3 25 | $363.8M | $319.9M | ||
| Q2 25 | $345.3M | $321.5M | ||
| Q1 25 | $333.0M | $303.6M | ||
| Q4 24 | $325.5M | $311.5M | ||
| Q3 24 | $312.7M | $306.0M | ||
| Q2 24 | $312.3M | $312.3M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $11.7M | $37.9M | ||
| Q3 25 | $1.1M | $26.6M | ||
| Q2 25 | $-3.8M | $32.3M | ||
| Q1 25 | $709.0K | $29.7M | ||
| Q4 24 | $-7.1M | $25.3M | ||
| Q3 24 | $-6.0M | $27.7M | ||
| Q2 24 | $-23.3M | $29.9M |
| Q1 26 | — | 13.4% | ||
| Q4 25 | 4.7% | 16.0% | ||
| Q3 25 | 2.0% | 11.6% | ||
| Q2 25 | -0.9% | 14.2% | ||
| Q1 25 | 0.5% | 13.1% | ||
| Q4 24 | 0.3% | 11.6% | ||
| Q3 24 | 0.0% | 11.9% | ||
| Q2 24 | -5.1% | 13.4% |
| Q1 26 | — | 10.7% | ||
| Q4 25 | 3.1% | 11.7% | ||
| Q3 25 | 0.3% | 8.3% | ||
| Q2 25 | -1.1% | 10.1% | ||
| Q1 25 | 0.2% | 9.8% | ||
| Q4 24 | -2.2% | 8.1% | ||
| Q3 24 | -1.9% | 9.1% | ||
| Q2 24 | -7.5% | 9.6% |
| Q1 26 | — | $1.48 | ||
| Q4 25 | — | $1.65 | ||
| Q3 25 | — | $1.15 | ||
| Q2 25 | — | $1.37 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $1.05 | ||
| Q3 24 | — | $1.15 | ||
| Q2 24 | — | $1.24 |
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 | $150.3M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $1.6B |
| 总资产 | $2.2B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $150.3M | ||
| Q4 25 | $248.6M | $148.1M | ||
| Q3 25 | $203.9M | $172.6M | ||
| Q2 25 | $188.9M | $164.9M | ||
| Q1 25 | $134.3M | $182.6M | ||
| Q4 24 | $154.6M | $184.0M | ||
| Q3 24 | $102.6M | $222.1M | ||
| Q2 24 | $87.0M | $256.2M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.6B | ||
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.7B | ||
| Q2 25 | $1.5B | $1.7B | ||
| Q1 25 | $1.5B | $1.6B | ||
| Q4 24 | $1.4B | $1.7B | ||
| Q3 24 | $1.4B | $1.7B | ||
| Q2 24 | $1.4B | $1.7B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.1B | $2.1B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.1B | $2.2B | ||
| Q2 24 | $2.1B | $2.2B |
| Q1 26 | — | — | ||
| 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× | — |
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 | $87.4M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $77.3M |
| 自由现金流率自由现金流/营收 | 12.2% | 25.3% |
| 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× | 2.66× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $173.9M |
8季度趋势，按日历期对齐
| Q1 26 | — | $87.4M | ||
| Q4 25 | $57.6M | $39.2M | ||
| Q3 25 | $27.3M | $60.1M | ||
| Q2 25 | $64.4M | $31.2M | ||
| Q1 25 | $-3.1M | $67.7M | ||
| Q4 24 | $62.3M | $15.9M | ||
| Q3 24 | $22.7M | $51.5M | ||
| Q2 24 | $44.1M | $24.3M |
| Q1 26 | — | $77.3M | ||
| Q4 25 | $46.6M | $27.0M | ||
| Q3 25 | $17.0M | $49.3M | ||
| Q2 25 | $56.6M | $20.4M | ||
| Q1 25 | $-10.3M | $57.3M | ||
| Q4 24 | $56.0M | $4.7M | ||
| Q3 24 | $17.7M | $42.1M | ||
| Q2 24 | $39.0M | $13.6M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 12.2% | 8.3% | ||
| Q3 25 | 4.7% | 15.4% | ||
| Q2 25 | 16.4% | 6.3% | ||
| Q1 25 | -3.1% | 18.9% | ||
| Q4 24 | 17.2% | 1.5% | ||
| Q3 24 | 5.7% | 13.8% | ||
| Q2 24 | 12.5% | 4.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 3.8% | ||
| Q3 25 | 2.8% | 3.4% | ||
| Q2 25 | 2.2% | 3.4% | ||
| Q1 25 | 2.2% | 3.4% | ||
| Q4 24 | 1.9% | 3.6% | ||
| Q3 24 | 1.6% | 3.1% | ||
| Q2 24 | 1.6% | 3.4% |
| Q1 26 | — | 2.66× | ||
| Q4 25 | 4.93× | 1.03× | ||
| Q3 25 | 25.34× | 2.26× | ||
| Q2 25 | — | 0.97× | ||
| Q1 25 | -4.36× | 2.27× | ||
| Q4 24 | — | 0.63× | ||
| Q3 24 | — | 1.86× | ||
| Q2 24 | — | 0.81× |
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
STRA
| U.S. Higher Education | $212.6M | 69% |
| Australia/New Zealand | $51.8M | 17% |
| Education Technology Services | $41.5M | 14% |
