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LifeStance Health Group, Inc.（LFST）与USA Compression Partners, LP（USAC）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USA Compression Partners, LP的1.5倍（$382.2M vs $252.5M），USA Compression Partners, LP净利率更高（11.0% vs 3.1%，领先7.9%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 2.7%），USA Compression Partners, LP自由现金流更多（$87.7M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 4.9%）
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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
LFST vs USAC — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $252.5M |
| 净利润 | $11.7M | $27.8M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | 30.3% |
| 净利率 | 3.1% | 11.0% |
| 营收同比 | 17.4% | 2.7% |
| 净利润同比 | 264.1% | 9.1% |
| 每股收益（稀释后） | — | — |
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 | $252.5M | ||
| Q3 25 | $363.8M | $250.3M | ||
| Q2 25 | $345.3M | $250.1M | ||
| Q1 25 | $333.0M | $245.2M | ||
| Q4 24 | $325.5M | $245.9M | ||
| Q3 24 | $312.7M | $240.0M | ||
| Q2 24 | $312.3M | $235.3M | ||
| Q1 24 | $300.4M | $229.3M |
| Q4 25 | $11.7M | $27.8M | ||
| Q3 25 | $1.1M | $34.5M | ||
| Q2 25 | $-3.8M | $28.6M | ||
| Q1 25 | $709.0K | $20.5M | ||
| Q4 24 | $-7.1M | $25.4M | ||
| Q3 24 | $-6.0M | $19.3M | ||
| Q2 24 | $-23.3M | $31.2M | ||
| Q1 24 | $-21.1M | $23.6M |
| Q4 25 | 4.7% | 30.3% | ||
| Q3 25 | 2.0% | 33.5% | ||
| Q2 25 | -0.9% | 30.6% | ||
| Q1 25 | 0.5% | 28.3% | ||
| Q4 24 | 0.3% | 30.3% | ||
| Q3 24 | 0.0% | 31.5% | ||
| Q2 24 | -5.1% | 32.9% | ||
| Q1 24 | -5.6% | 29.2% |
| Q4 25 | 3.1% | 11.0% | ||
| Q3 25 | 0.3% | 13.8% | ||
| Q2 25 | -1.1% | 11.4% | ||
| Q1 25 | 0.2% | 8.4% | ||
| Q4 24 | -2.2% | 10.3% | ||
| Q3 24 | -1.9% | 8.1% | ||
| Q2 24 | -7.5% | 13.3% | ||
| Q1 24 | -7.0% | 10.3% |
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 | $8.6M |
| 总债务越低越好 | $282.8M | $2.5B |
| 股东权益账面价值 | $1.5B | — |
| 总资产 | $2.2B | $2.6B |
| 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 | $8.6M | ||
| Q3 25 | $203.9M | — | ||
| Q2 25 | $188.9M | $2.0K | ||
| Q1 25 | $134.3M | $2.0K | ||
| Q4 24 | $154.6M | $14.0K | ||
| Q3 24 | $102.6M | $79.0K | ||
| Q2 24 | $87.0M | $9.0K | ||
| Q1 24 | $49.5M | $8.0K |
| Q4 25 | $282.8M | $2.5B | ||
| Q3 25 | $284.6M | $2.5B | ||
| Q2 25 | $286.4M | $2.5B | ||
| Q1 25 | $288.2M | $2.5B | ||
| Q4 24 | $290.0M | $2.5B | ||
| Q3 24 | $287.3M | $2.5B | ||
| Q2 24 | $288.0M | $2.5B | ||
| Q1 24 | $288.8M | $2.5B |
| 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 | $2.6B | ||
| Q3 25 | $2.1B | $2.7B | ||
| Q2 25 | $2.1B | $2.7B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $2.1B | $2.8B | ||
| Q1 24 | $2.1B | $2.8B |
| 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 | $139.5M |
| 自由现金流经营现金流 - 资本支出 | $46.6M | $87.7M |
| 自由现金流率自由现金流/营收 | 12.2% | 34.8% |
| 资本支出强度资本支出/营收 | 2.9% | 20.5% |
| 现金转化率经营现金流/净利润 | 4.93× | 5.02× |
| 过去12个月自由现金流最近4个季度 | $110.0M | $277.0M |
8季度趋势，按日历期对齐
| Q4 25 | $57.6M | $139.5M | ||
| Q3 25 | $27.3M | $75.9M | ||
| Q2 25 | $64.4M | $124.2M | ||
| Q1 25 | $-3.1M | $54.7M | ||
| Q4 24 | $62.3M | $130.2M | ||
| Q3 24 | $22.7M | $48.5M | ||
| Q2 24 | $44.1M | $96.7M | ||
| Q1 24 | $-21.8M | $65.9M |
| Q4 25 | $46.6M | $87.7M | ||
| Q3 25 | $17.0M | $51.9M | ||
| Q2 25 | $56.6M | $101.1M | ||
| Q1 25 | $-10.3M | $36.3M | ||
| Q4 24 | $56.0M | $101.2M | ||
| Q3 24 | $17.7M | $19.8M | ||
| Q2 24 | $39.0M | $48.2M | ||
| Q1 24 | $-26.9M | $-32.7M |
| Q4 25 | 12.2% | 34.8% | ||
| Q3 25 | 4.7% | 20.7% | ||
| Q2 25 | 16.4% | 40.4% | ||
| Q1 25 | -3.1% | 14.8% | ||
| Q4 24 | 17.2% | 41.1% | ||
| Q3 24 | 5.7% | 8.2% | ||
| Q2 24 | 12.5% | 20.5% | ||
| Q1 24 | -9.0% | -14.3% |
| Q4 25 | 2.9% | 20.5% | ||
| Q3 25 | 2.8% | 9.6% | ||
| Q2 25 | 2.2% | 9.3% | ||
| Q1 25 | 2.2% | 7.5% | ||
| Q4 24 | 1.9% | 11.8% | ||
| Q3 24 | 1.6% | 12.0% | ||
| Q2 24 | 1.6% | 20.6% | ||
| Q1 24 | 1.7% | 43.0% |
| Q4 25 | 4.93× | 5.02× | ||
| Q3 25 | 25.34× | 2.20× | ||
| Q2 25 | — | 4.35× | ||
| Q1 25 | -4.36× | 2.66× | ||
| Q4 24 | — | 5.12× | ||
| Q3 24 | — | 2.51× | ||
| Q2 24 | — | 3.10× | ||
| Q1 24 | — | 2.80× |
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
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
