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LifeStance Health Group, Inc.（LFST）与Tyler Technologies（TYL）财务数据对比。点击上方公司名可切换其他公司
Tyler Technologies的季度营收约是LifeStance Health Group, Inc.的1.6倍（$613.5M vs $382.2M），Tyler Technologies净利率更高（13.2% vs 3.1%，领先10.2%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 8.6%），LifeStance Health Group, Inc.自由现金流更多（$46.6M vs $2.0M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 6.5%）
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。
Tyler Technologies, Inc.是总部位于美国得克萨斯州普莱诺的科技企业，主营面向美国公共部门提供自研专有软件，目前在全美17个州设有办事处，另在加拿大安大略省多伦多市设有一处办公网点。
LFST vs TYL — 直观对比
营收规模更大
TYL
是对方的1.6倍
$382.2M
营收增速更快
LFST
高出8.9%
8.6%
净利率更高
TYL
高出10.2%
3.1%
自由现金流更多
LFST
多$44.6M
$2.0M
两年增速更快
LFST
近两年复合增速
6.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $613.5M |
| 净利润 | $11.7M | $81.2M |
| 毛利率 | — | 48.3% |
| 营业利润率 | 4.7% | 16.3% |
| 净利率 | 3.1% | 13.2% |
| 营收同比 | 17.4% | 8.6% |
| 净利润同比 | 264.1% | — |
| 每股收益（稀释后） | — | $1.88 |
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LFSTTYL
| Q1 26 | — | $613.5M | ||
| Q4 25 | $382.2M | $575.2M | ||
| Q3 25 | $363.8M | $595.9M | ||
| Q2 25 | $345.3M | $596.1M | ||
| Q1 25 | $333.0M | $565.2M | ||
| Q4 24 | $325.5M | $541.1M | ||
| Q3 24 | $312.7M | $543.3M | ||
| Q2 24 | $312.3M | $541.0M |
净利润LFSTTYL
| Q1 26 | — | $81.2M | ||
| Q4 25 | $11.7M | $65.5M | ||
| Q3 25 | $1.1M | $84.4M | ||
| Q2 25 | $-3.8M | $84.6M | ||
| Q1 25 | $709.0K | $81.1M | ||
| Q4 24 | $-7.1M | $65.2M | ||
| Q3 24 | $-6.0M | $75.9M | ||
| Q2 24 | $-23.3M | $67.7M |
毛利率LFSTTYL
| Q1 26 | — | 48.3% | ||
| Q4 25 | — | 45.5% | ||
| Q3 25 | — | 47.2% | ||
| Q2 25 | — | 45.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 44.0% |
营业利润率LFSTTYL
| Q1 26 | — | 16.3% | ||
| Q4 25 | 4.7% | 13.0% | ||
| Q3 25 | 2.0% | 16.4% | ||
| Q2 25 | -0.9% | 16.0% | ||
| Q1 25 | 0.5% | 15.8% | ||
| Q4 24 | 0.3% | 13.2% | ||
| Q3 24 | 0.0% | 15.2% | ||
| Q2 24 | -5.1% | 14.4% |
净利率LFSTTYL
| Q1 26 | — | 13.2% | ||
| Q4 25 | 3.1% | 11.4% | ||
| Q3 25 | 0.3% | 14.2% | ||
| Q2 25 | -1.1% | 14.2% | ||
| Q1 25 | 0.2% | 14.3% | ||
| Q4 24 | -2.2% | 12.1% | ||
| Q3 24 | -1.9% | 14.0% | ||
| Q2 24 | -7.5% | 12.5% |
每股收益（稀释后）LFSTTYL
| Q1 26 | — | $1.88 | ||
| Q4 25 | — | $1.50 | ||
| Q3 25 | — | $1.93 | ||
| Q2 25 | — | $1.93 | ||
| Q1 25 | — | $1.84 | ||
| Q4 24 | — | $1.48 | ||
| Q3 24 | — | $1.74 | ||
| Q2 24 | — | $1.57 |
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 | $346.4M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $3.6B |
| 总资产 | $2.2B | $4.8B |
| 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LFSTTYL
| Q1 26 | — | $346.4M | ||
| Q4 25 | $248.6M | $1.1B | ||
| Q3 25 | $203.9M | $950.8M | ||
| Q2 25 | $188.9M | $892.3M | ||
| Q1 25 | $134.3M | $807.4M | ||
| Q4 24 | $154.6M | $768.0M | ||
| Q3 24 | $102.6M | $544.3M | ||
| Q2 24 | $87.0M | $258.0M |
总债务LFSTTYL
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $599.7M | ||
| Q3 25 | $284.6M | $599.2M | ||
| Q2 25 | $286.4M | $598.8M | ||
| Q1 25 | $288.2M | $598.4M | ||
| Q4 24 | $290.0M | $597.9M | ||
| Q3 24 | $287.3M | $597.5M | ||
| Q2 24 | $288.0M | $597.1M |
股东权益LFSTTYL
| Q1 26 | — | $3.6B | ||
| Q4 25 | $1.5B | $3.7B | ||
| Q3 25 | $1.5B | $3.6B | ||
| Q2 25 | $1.5B | $3.6B | ||
| Q1 25 | $1.5B | $3.5B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.3B | ||
| Q2 24 | $1.4B | $3.1B |
总资产LFSTTYL
| Q1 26 | — | $4.8B | ||
| Q4 25 | $2.2B | $5.6B | ||
| Q3 25 | $2.1B | $5.5B | ||
| Q2 25 | $2.1B | $5.4B | ||
| Q1 25 | $2.1B | $5.2B | ||
| Q4 24 | $2.1B | $5.2B | ||
| Q3 24 | $2.1B | $5.0B | ||
| Q2 24 | $2.1B | $4.8B |
负债/权益比LFSTTYL
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.16× | ||
| Q3 25 | 0.19× | 0.17× | ||
| Q2 25 | 0.19× | 0.16× | ||
| Q1 25 | 0.20× | 0.17× | ||
| Q4 24 | 0.20× | 0.18× | ||
| Q3 24 | 0.20× | 0.18× | ||
| Q2 24 | 0.20× | 0.19× |
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 | $107.3M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $2.0M |
| 自由现金流率自由现金流/营收 | 12.2% | 0.3% |
| 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× | 1.32× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $585.7M |
8季度趋势，按日历期对齐
经营现金流LFSTTYL
| Q1 26 | — | $107.3M | ||
| Q4 25 | $57.6M | $243.9M | ||
| Q3 25 | $27.3M | $255.2M | ||
| Q2 25 | $64.4M | $98.3M | ||
| Q1 25 | $-3.1M | $56.2M | ||
| Q4 24 | $62.3M | $224.8M | ||
| Q3 24 | $22.7M | $263.7M | ||
| Q2 24 | $44.1M | $64.3M |
自由现金流LFSTTYL
| Q1 26 | — | $2.0M | ||
| Q4 25 | $46.6M | $239.6M | ||
| Q3 25 | $17.0M | $251.3M | ||
| Q2 25 | $56.6M | $92.8M | ||
| Q1 25 | $-10.3M | $53.8M | ||
| Q4 24 | $56.0M | $221.0M | ||
| Q3 24 | $17.7M | $260.8M | ||
| Q2 24 | $39.0M | $57.7M |
自由现金流率LFSTTYL
| Q1 26 | — | 0.3% | ||
| Q4 25 | 12.2% | 41.7% | ||
| Q3 25 | 4.7% | 42.2% | ||
| Q2 25 | 16.4% | 15.6% | ||
| Q1 25 | -3.1% | 9.5% | ||
| Q4 24 | 17.2% | 40.8% | ||
| Q3 24 | 5.7% | 48.0% | ||
| Q2 24 | 12.5% | 10.7% |
资本支出强度LFSTTYL
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 0.8% | ||
| Q3 25 | 2.8% | 0.7% | ||
| Q2 25 | 2.2% | 0.9% | ||
| Q1 25 | 2.2% | 0.4% | ||
| Q4 24 | 1.9% | 0.7% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 1.6% | 1.2% |
现金转化率LFSTTYL
| Q1 26 | — | 1.32× | ||
| Q4 25 | 4.93× | 3.72× | ||
| Q3 25 | 25.34× | 3.02× | ||
| Q2 25 | — | 1.16× | ||
| Q1 25 | -4.36× | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× |
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
TYL
| Subscriptions | $429.7M | 70% |
| Maintenance | $108.9M | 18% |
| Other | $74.9M | 12% |
