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LifeStance Health Group, Inc.（LFST）与纽约人寿（UVE）财务数据对比。点击上方公司名可切换其他公司
纽约人寿的季度营收约是LifeStance Health Group, Inc.的1.0倍（$393.6M vs $382.2M），纽约人寿净利率更高（13.8% vs 3.1%，领先10.7%），LifeStance Health Group, Inc.同比增速更快（17.4% vs -0.3%），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs 1.7%）
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。
纽约人寿（全称纽约人寿保险公司）是美国第二大人寿保险公司，也是美国规模最大的相互制人寿保险公司，在2025年《财富》美国500强总营收榜单中位列第69位。2025年，纽约人寿获得了四家独立评级机构给出的最高评级，旗下关联机构还提供各类证券产品与服务及其他相关业务。
LFST vs UVE — 直观对比
营收规模更大
UVE
是对方的1.0倍
$382.2M
营收增速更快
LFST
高出17.8%
-0.3%
净利率更高
UVE
高出10.7%
3.1%
两年增速更快
LFST
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $382.2M | $393.6M |
| 净利润 | $11.7M | $54.3M |
| 毛利率 | — | — |
| 营业利润率 | 4.7% | — |
| 净利率 | 3.1% | 13.8% |
| 营收同比 | 17.4% | -0.3% |
| 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LFSTUVE
| Q1 26 | — | $393.6M | ||
| Q4 25 | $382.2M | $407.9M | ||
| Q3 25 | $363.8M | $401.0M | ||
| Q2 25 | $345.3M | $400.1M | ||
| Q1 25 | $333.0M | $394.9M | ||
| Q4 24 | $325.5M | $384.8M | ||
| Q3 24 | $312.7M | $387.6M | ||
| Q2 24 | $312.3M | $380.2M |
净利润LFSTUVE
| Q1 26 | — | $54.3M | ||
| Q4 25 | $11.7M | $66.6M | ||
| Q3 25 | $1.1M | $39.8M | ||
| Q2 25 | $-3.8M | $35.1M | ||
| Q1 25 | $709.0K | $41.4M | ||
| Q4 24 | $-7.1M | $6.0M | ||
| Q3 24 | $-6.0M | $-16.2M | ||
| Q2 24 | $-23.3M | $35.4M |
营业利润率LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | 4.7% | 21.7% | ||
| Q3 25 | 2.0% | 13.2% | ||
| Q2 25 | -0.9% | 11.6% | ||
| Q1 25 | 0.5% | 14.0% | ||
| Q4 24 | 0.3% | 1.9% | ||
| Q3 24 | 0.0% | -4.7% | ||
| Q2 24 | -5.1% | 12.6% |
净利率LFSTUVE
| Q1 26 | — | 13.8% | ||
| Q4 25 | 3.1% | 16.3% | ||
| Q3 25 | 0.3% | 9.9% | ||
| Q2 25 | -1.1% | 8.8% | ||
| Q1 25 | 0.2% | 10.5% | ||
| Q4 24 | -2.2% | 1.6% | ||
| Q3 24 | -1.9% | -4.2% | ||
| Q2 24 | -7.5% | 9.3% |
每股收益（稀释后）LFSTUVE
| Q1 26 | — | $1.88 | ||
| Q4 25 | — | $2.29 | ||
| Q3 25 | — | $1.38 | ||
| Q2 25 | — | $1.21 | ||
| Q1 25 | — | $1.44 | ||
| Q4 24 | — | $0.23 | ||
| Q3 24 | — | $-0.57 | ||
| Q2 24 | — | $1.21 |
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 | $595.8M |
| 总债务越低越好 | $282.8M | — |
| 股东权益账面价值 | $1.5B | $584.7M |
| 总资产 | $2.2B | $2.8B |
| 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LFSTUVE
| Q1 26 | — | $595.8M | ||
| Q4 25 | $248.6M | $408.9M | ||
| Q3 25 | $203.9M | $405.1M | ||
| Q2 25 | $188.9M | $367.1M | ||
| Q1 25 | $134.3M | $398.2M | ||
| Q4 24 | $154.6M | $259.4M | ||
| Q3 24 | $102.6M | $333.7M | ||
| Q2 24 | $87.0M | $283.3M |
总债务LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | $282.8M | $100.5M | ||
| Q3 25 | $284.6M | $100.7M | ||
| Q2 25 | $286.4M | $100.9M | ||
| Q1 25 | $288.2M | $101.1M | ||
| Q4 24 | $290.0M | $101.2M | ||
| Q3 24 | $287.3M | $101.4M | ||
| Q2 24 | $288.0M | $101.6M |
股东权益LFSTUVE
| Q1 26 | — | $584.7M | ||
| Q4 25 | $1.5B | $551.0M | ||
| Q3 25 | $1.5B | $495.0M | ||
| Q2 25 | $1.5B | $457.8M | ||
| Q1 25 | $1.5B | $422.4M | ||
| Q4 24 | $1.4B | $373.3M | ||
| Q3 24 | $1.4B | $400.2M | ||
| Q2 24 | $1.4B | $393.2M |
总资产LFSTUVE
| Q1 26 | — | $2.8B | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.1B | $3.1B | ||
| Q2 25 | $2.1B | $3.3B | ||
| Q1 25 | $2.1B | $2.7B | ||
| Q4 24 | $2.1B | $2.8B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $2.1B | $2.7B |
负债/权益比LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 0.18× | ||
| Q3 25 | 0.19× | 0.20× | ||
| Q2 25 | 0.19× | 0.22× | ||
| Q1 25 | 0.20× | 0.24× | ||
| Q4 24 | 0.20× | 0.27× | ||
| Q3 24 | 0.20× | 0.25× | ||
| Q2 24 | 0.20× | 0.26× |
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% | — |
| 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LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | $57.6M | $381.5M | ||
| Q3 25 | $27.3M | $62.4M | ||
| Q2 25 | $64.4M | $106.2M | ||
| Q1 25 | $-3.1M | $186.8M | ||
| Q4 24 | $62.3M | $137.4M | ||
| Q3 24 | $22.7M | $82.6M | ||
| Q2 24 | $44.1M | $73.2M |
自由现金流LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | $46.6M | $377.1M | ||
| Q3 25 | $17.0M | $61.3M | ||
| Q2 25 | $56.6M | $105.2M | ||
| Q1 25 | $-10.3M | $185.5M | ||
| Q4 24 | $56.0M | $130.0M | ||
| Q3 24 | $17.7M | $81.0M | ||
| Q2 24 | $39.0M | $71.6M |
自由现金流率LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | 12.2% | 92.4% | ||
| Q3 25 | 4.7% | 15.3% | ||
| Q2 25 | 16.4% | 26.3% | ||
| Q1 25 | -3.1% | 47.0% | ||
| Q4 24 | 17.2% | 33.8% | ||
| Q3 24 | 5.7% | 20.9% | ||
| Q2 24 | 12.5% | 18.8% |
资本支出强度LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 1.1% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 2.2% | 0.2% | ||
| Q1 25 | 2.2% | 0.3% | ||
| Q4 24 | 1.9% | 1.9% | ||
| Q3 24 | 1.6% | 0.4% | ||
| Q2 24 | 1.6% | 0.4% |
现金转化率LFSTUVE
| Q1 26 | — | — | ||
| Q4 25 | 4.93× | 5.73× | ||
| Q3 25 | 25.34× | 1.57× | ||
| Q2 25 | — | 3.03× | ||
| Q1 25 | -4.36× | 4.51× | ||
| Q4 24 | — | 22.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.07× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
