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Life Time Group Holdings, Inc.（LTH）与PLEXUS CORP（PLXS）财务数据对比。点击上方公司名可切换其他公司
PLEXUS CORP的季度营收约是Life Time Group Holdings, Inc.的1.6倍（$1.2B vs $745.1M），Life Time Group Holdings, Inc.净利率更高（16.5% vs 4.3%，领先12.2%），PLEXUS CORP同比增速更快（18.7% vs 12.3%），过去两年Life Time Group Holdings, Inc.的营收复合增速更高（11.7% vs 7.2%）
Life Time Group Holdings是美国高端健身康养服务运营商，在全美运营连锁高端运动场馆，提供健身器材使用、团体课程、私教指导、SPA护理、营养咨询、青少年运动项目及联合办公等服务，服务于追求健康生活方式的消费群体。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
LTH vs PLXS — 直观对比
营收规模更大
PLXS
是对方的1.6倍
$745.1M
营收增速更快
PLXS
高出6.4%
12.3%
净利率更高
LTH
高出12.2%
4.3%
两年增速更快
LTH
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $745.1M | $1.2B |
| 净利润 | $123.0M | $49.8M |
| 毛利率 | 49.1% | 10.2% |
| 营业利润率 | 17.4% | 5.3% |
| 净利率 | 16.5% | 4.3% |
| 营收同比 | 12.3% | 18.7% |
| 净利润同比 | 231.0% | 27.5% |
| 每股收益（稀释后） | $0.55 | $1.82 |
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LTHPLXS
| Q2 26 | — | $1.2B | ||
| Q1 26 | — | $1.1B | ||
| Q4 25 | $745.1M | — | ||
| Q3 25 | $782.6M | — | ||
| Q2 25 | $761.5M | — | ||
| Q1 25 | $706.0M | — | ||
| Q4 24 | $663.3M | — | ||
| Q3 24 | $693.2M | — |
净利润LTHPLXS
| Q2 26 | — | $49.8M | ||
| Q1 26 | — | $41.2M | ||
| Q4 25 | $123.0M | — | ||
| Q3 25 | $102.4M | — | ||
| Q2 25 | $72.1M | — | ||
| Q1 25 | $76.1M | — | ||
| Q4 24 | $37.2M | — | ||
| Q3 24 | $41.4M | — |
毛利率LTHPLXS
| Q2 26 | — | 10.2% | ||
| Q1 26 | — | 9.9% | ||
| Q4 25 | 49.1% | — | ||
| Q3 25 | 47.1% | — | ||
| Q2 25 | 47.0% | — | ||
| Q1 25 | 47.5% | — | ||
| Q4 24 | 48.2% | — | ||
| Q3 24 | 46.5% | — |
营业利润率LTHPLXS
| Q2 26 | — | 5.3% | ||
| Q1 26 | — | 5.1% | ||
| Q4 25 | 17.4% | — | ||
| Q3 25 | 17.3% | — | ||
| Q2 25 | 14.2% | — | ||
| Q1 25 | 15.2% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 13.5% | — |
净利率LTHPLXS
| Q2 26 | — | 4.3% | ||
| Q1 26 | — | 3.8% | ||
| Q4 25 | 16.5% | — | ||
| Q3 25 | 13.1% | — | ||
| Q2 25 | 9.5% | — | ||
| Q1 25 | 10.8% | — | ||
| Q4 24 | 5.6% | — | ||
| Q3 24 | 6.0% | — |
每股收益（稀释后）LTHPLXS
| Q2 26 | — | $1.82 | ||
| Q1 26 | — | $1.51 | ||
| Q4 25 | $0.55 | — | ||
| Q3 25 | $0.45 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.34 | — | ||
| Q4 24 | $0.17 | — | ||
| Q3 24 | $0.19 | — |
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 | $204.8M | $303.1M |
| 总债务越低越好 | $1.5B | — |
| 股东权益账面价值 | $3.1B | $1.5B |
| 总资产 | $8.0B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.48× | — |
8季度趋势，按日历期对齐
现金及短期投资LTHPLXS
| Q2 26 | — | $303.1M | ||
| Q1 26 | — | $248.8M | ||
| Q4 25 | $204.8M | — | ||
| Q3 25 | $218.9M | — | ||
| Q2 25 | $175.5M | — | ||
| Q1 25 | $59.0M | — | ||
| Q4 24 | $10.9M | — | ||
| Q3 24 | $120.9M | — |
总债务LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.7B | — |
股东权益LTHPLXS
| Q2 26 | — | $1.5B | ||
| Q1 26 | — | $1.5B | ||
| Q4 25 | $3.1B | — | ||
| Q3 25 | $3.0B | — | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.7B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — |
总资产LTHPLXS
| Q2 26 | — | $3.4B | ||
| Q1 26 | — | $3.2B | ||
| Q4 25 | $8.0B | — | ||
| Q3 25 | $7.8B | — | ||
| Q2 25 | $7.6B | — | ||
| Q1 25 | $7.3B | — | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $7.2B | — |
负债/权益比LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.48× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.53× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.59× | — | ||
| Q3 24 | 0.64× | — |
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 | $239.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-64.6M | — |
| 自由现金流率自由现金流/营收 | -8.7% | — |
| 资本支出强度资本支出/营收 | 40.9% | — |
| 现金转化率经营现金流/净利润 | 1.95× | — |
| 过去12个月自由现金流最近4个季度 | $-21.0M | — |
8季度趋势，按日历期对齐
经营现金流LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $239.9M | — | ||
| Q3 25 | $251.1M | — | ||
| Q2 25 | $195.7M | — | ||
| Q1 25 | $183.9M | — | ||
| Q4 24 | $163.1M | — | ||
| Q3 24 | $151.1M | — |
自由现金流LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $-64.6M | — | ||
| Q3 25 | $28.6M | — | ||
| Q2 25 | $-26.3M | — | ||
| Q1 25 | $41.4M | — | ||
| Q4 24 | $26.8M | — | ||
| Q3 24 | $64.0M | — |
自由现金流率LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | -8.7% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | -3.5% | — | ||
| Q1 25 | 5.9% | — | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 9.2% | — |
资本支出强度LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 40.9% | — | ||
| Q3 25 | 28.4% | — | ||
| Q2 25 | 29.2% | — | ||
| Q1 25 | 20.2% | — | ||
| Q4 24 | 20.6% | — | ||
| Q3 24 | 12.6% | — |
现金转化率LTHPLXS
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 1.95× | — | ||
| Q3 25 | 2.45× | — | ||
| Q2 25 | 2.71× | — | ||
| Q1 25 | 2.41× | — | ||
| Q4 24 | 4.39× | — | ||
| Q3 24 | 3.65× | — |
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
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
