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LifeStance Health Group, Inc.（LFST）与UDR, Inc.（UDR）财务数据对比。点击上方公司名可切换其他公司
UDR, Inc.的季度营收约是LifeStance Health Group, Inc.的1.1倍（$425.8M vs $382.2M），UDR, Inc.净利率更高（44.6% vs 3.1%，领先41.5%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 0.9%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 1.3%）
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。
UDR, Inc. 是一家总部位于美国的领先房地产投资信托基金，专注于持有、运营及翻新优质多户住宅公寓社区，业务覆盖美国主要都市圈，服务租客群体包括年轻职场人、家庭及中高收入住户。
LFST vs UDR — 直观对比
营收规模更大
UDR
是对方的1.1倍
$382.2M
营收增速更快
LFST
高出16.5%
0.9%
净利率更高
UDR
高出41.5%
3.1%
两年增速更快
LFST
近两年复合增速
1.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $425.8M |
| 净利润 | $11.7M | $189.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 54.0% |
| 净利率 | 3.1% | 44.6% |
| 营收同比 | 17.4% | 0.9% |
| 净利润同比 | 264.1% | 147.2% |
| 每股收益（稀释后） | — | $0.63 |
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LFSTUDR
| Q1 26 | — | $425.8M | ||
| Q4 25 | $382.2M | $433.1M | ||
| Q3 25 | $363.8M | $431.9M | ||
| Q2 25 | $345.3M | $425.4M | ||
| Q1 25 | $333.0M | $421.9M | ||
| Q4 24 | $325.5M | $422.7M | ||
| Q3 24 | $312.7M | $420.2M | ||
| Q2 24 | $312.3M | $415.3M |
净利润LFSTUDR
| Q1 26 | — | $189.8M | ||
| Q4 25 | $11.7M | $222.9M | ||
| Q3 25 | $1.1M | $40.4M | ||
| Q2 25 | $-3.8M | $37.7M | ||
| Q1 25 | $709.0K | $76.7M | ||
| Q4 24 | $-7.1M | $-5.0M | ||
| Q3 24 | $-6.0M | $22.6M | ||
| Q2 24 | $-23.3M | $28.9M |
营业利润率LFSTUDR
| Q1 26 | — | 54.0% | ||
| Q4 25 | 4.7% | 64.1% | ||
| Q3 25 | 2.0% | 17.7% | ||
| Q2 25 | -0.9% | 18.2% | ||
| Q1 25 | 0.5% | 29.0% | ||
| Q4 24 | 0.3% | 15.7% | ||
| Q3 24 | 0.0% | 16.6% | ||
| Q2 24 | -5.1% | 16.5% |
净利率LFSTUDR
| Q1 26 | — | 44.6% | ||
| Q4 25 | 3.1% | 51.5% | ||
| Q3 25 | 0.3% | 9.4% | ||
| Q2 25 | -1.1% | 8.9% | ||
| Q1 25 | 0.2% | 18.2% | ||
| Q4 24 | -2.2% | -220.5% | ||
| Q3 24 | -1.9% | 5.4% | ||
| Q2 24 | -7.5% | 7.0% |
每股收益（稀释后）LFSTUDR
| Q1 26 | — | $0.63 | ||
| Q4 25 | — | $0.67 | ||
| Q3 25 | — | $0.12 | ||
| Q2 25 | — | $0.11 | ||
| Q1 25 | — | $0.23 | ||
| Q4 24 | — | $-0.01 | ||
| Q3 24 | — | $0.06 | ||
| Q2 24 | — | $0.08 |
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 | — |
| 股东权益账面价值 | $1.5B | $3.3B |
| 总资产 | $2.2B | $10.3B |
| 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LFSTUDR
| Q1 26 | — | $1.3M | ||
| Q4 25 | $248.6M | $1.2M | ||
| Q3 25 | $203.9M | $1.2M | ||
| Q2 25 | $188.9M | $1.5M | ||
| Q1 25 | $134.3M | $1.3M | ||
| Q4 24 | $154.6M | $1.3M | ||
| Q3 24 | $102.6M | $2.3M | ||
| Q2 24 | $87.0M | $2.8M |
总债务LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $5.8B | ||
| Q3 25 | $284.6M | $5.8B | ||
| Q2 25 | $286.4M | $5.8B | ||
| Q1 25 | $288.2M | $5.8B | ||
| Q4 24 | $290.0M | $5.8B | ||
| Q3 24 | $287.3M | $5.9B | ||
| Q2 24 | $288.0M | $5.8B |
股东权益LFSTUDR
| Q1 26 | — | $3.3B | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.5B | $3.3B | ||
| Q4 24 | $1.4B | $3.4B | ||
| Q3 24 | $1.4B | $3.5B | ||
| Q2 24 | $1.4B | $3.7B |
总资产LFSTUDR
| Q1 26 | — | $10.3B | ||
| Q4 25 | $2.2B | $10.6B | ||
| Q3 25 | $2.1B | $10.6B | ||
| Q2 25 | $2.1B | $10.6B | ||
| Q1 25 | $2.1B | $10.7B | ||
| Q4 24 | $2.1B | $10.9B | ||
| Q3 24 | $2.1B | $11.1B | ||
| Q2 24 | $2.1B | $11.1B |
负债/权益比LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 1.77× | ||
| Q3 25 | 0.19× | 1.78× | ||
| Q2 25 | 0.19× | 1.74× | ||
| Q1 25 | 0.20× | 1.74× | ||
| Q4 24 | 0.20× | 1.69× | ||
| Q3 24 | 0.20× | 1.67× | ||
| Q2 24 | 0.20× | 1.55× |
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 | — |
| 自由现金流率自由现金流/营收 | 12.2% | — |
| 资本支出强度资本支出/营收 | 2.9% | 4.9% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $902.9M | ||
| Q3 25 | $27.3M | $234.9M | ||
| Q2 25 | $64.4M | $250.3M | ||
| Q1 25 | $-3.1M | $156.2M | ||
| Q4 24 | $62.3M | $876.8M | ||
| Q3 24 | $22.7M | $230.3M | ||
| Q2 24 | $44.1M | $238.5M |
自由现金流LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $650.0M | ||
| Q3 25 | $17.0M | $164.6M | ||
| Q2 25 | $56.6M | $190.1M | ||
| Q1 25 | $-10.3M | $103.2M | ||
| Q4 24 | $56.0M | $627.0M | ||
| Q3 24 | $17.7M | $161.3M | ||
| Q2 24 | $39.0M | $171.1M |
自由现金流率LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 150.1% | ||
| Q3 25 | 4.7% | 38.1% | ||
| Q2 25 | 16.4% | 44.7% | ||
| Q1 25 | -3.1% | 24.5% | ||
| Q4 24 | 17.2% | 148.3% | ||
| Q3 24 | 5.7% | 38.4% | ||
| Q2 24 | 12.5% | 41.2% |
资本支出强度LFSTUDR
| Q1 26 | — | 4.9% | ||
| Q4 25 | 2.9% | 58.4% | ||
| Q3 25 | 2.8% | 16.3% | ||
| Q2 25 | 2.2% | 14.2% | ||
| Q1 25 | 2.2% | 12.6% | ||
| Q4 24 | 1.9% | 59.1% | ||
| Q3 24 | 1.6% | 16.4% | ||
| Q2 24 | 1.6% | 16.2% |
现金转化率LFSTUDR
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 4.05× | ||
| Q3 25 | 25.34× | 5.81× | ||
| Q2 25 | — | 6.64× | ||
| Q1 25 | -4.36× | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 10.19× | ||
| Q2 24 | — | 8.26× |
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
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
