LifeStance Health Group, Inc. specializes in delivering outpatient mental healthcare services through its subsidiary network. The company offers a comprehensive array of ...
예상 EPS $0.04 · 매출 $431.36M · 4 명의 애널리스트
예상 EPS $0.04 · 매출 $438.10M · 4 명의 애널리스트
예상 EPS $0.16 · 매출 $1.71B · 5 명의 애널리스트
예상 EPS $0.07 · 매출 $460.22M · 1 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $1.4B | +13.9% | +7.9% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $9.7M | +116.8% | +65.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +32.4% | +0.6% | +4.3% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +1.7% | +167.1% | +27.5% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +0.7% | +114.8% | +53.6% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $110.0M | +28.4% | +293.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +7.7% | +12.8% | +264.7% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 12.8% | -62.0% | +2.3% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.65x | +21.0% | -7.3% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $2.2B | +4.0% | +1.7% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 0.02 vs -0.00 | +561.5% | 0.06 vs 0.04 | +62.7% |
| 매출 서프라이즈 | $1.4B vs $1.4B | +0.3% | $435.4M vs $431.4M | +0.9% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Varanakis Ann | officer: Chief People Officer | Common Stock | D | 8,156 | $12.16 |
| Aug 14, 2026 | DeLuca Teresa | director | Common Stock | D | 7,500 | $12.68 |
| Aug 13, 2026 | DeLuca Teresa | director | Common Stock | D | 20,441 | $12.23 |
| Aug 11, 2026 | Burdick Kenneth A | director | Common Stock | D | 500,000 | $11.51 |
| Aug 10, 2026 | Paunovich Vukasin | officer: Chief Technology Officer | Common Stock | D | 44,394 | $10.85 |
Operator: Hello, and thank you for standing by. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to LifeStance Health Second Quarter 2026 Earnings Call. [Operator Instructions] I would now like to turn the conference over to Monica Prokocki. You may begin. Monica Prokocki: Thank you, operator. Good morning, everyone, and welcome to LifeStance Health's second quarter 2026 earnings conference call. I'm Monica Prokocki, Vice President of Finance and Investor Relations. Joining me today are Dave Bourdon, Chief Executive Officer; and Ryan McGroarty, Chief Financial Officer. We issued the earnings release and presentation before the market open this morning. Both are available on the Investor Relations section of our website, investor.lifestance.com. In addition, a replay will be available following the call. Before turning over to management for their prepared remarks, please direct your attention to the disclaimers about forward-looking statements included in the earnings press release and SEC filings. Today's remarks contain forward-looking statements, including statements about our financial performance outlook, business model and strategy. Those statements involve risks, uncertainties and other factors, as noted in our periodic filings with the SEC that could cause actual results to differ materially. Please note that we report results using non-GAAP financial measures, which we believe provide additional information for investors to help facilitate comparison of current and past performance. A reconciliation to the most directly comparable GAAP measures is included in the earnings press release tables and presentation appendix. Unless otherwise noted, all results are compared to the comparable period in the prior year. At this time, I'll turn the call over to Dave Bourdon, CEO of LifeStance. Dave? David Bourdon: Thanks, Monica, and thank you all for joining us today. This was another exceptional quarter for LifeStance. We exceeded each of our guided metrics for the quarter, delivering remarkable revenue growth of over 26% and adjusted EBITDA margins that exceeded 15%. Given the outperformance in the quarter, we are again raising our full year guidance across all metrics. Ryan will provide the details on our improved view of 2026 later. Regarding operational execution, we continue to grow our clinician base now at over 8,500 clinicians as our value proposition continues to resonate. Clinician productivity also remained strong in the quarter, reflecting the power of our operating model and discipline. As for specialty services, we continue to expand our reach as we launched TMS and Spravato in additional centers to support patients with treatment-resistant depression and to drive clinically meaningful improvements in outcomes. Turning to technology. We continue to deploy digital, AI-enabled and workflow automation tools that improve patient access, enhance the clinician experience and …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Ryan Bruce McGroarty | Chief Financial Officer & Treasurer | USD 1,515,425 | Male | 1973 | Active |
David Patrick Bourdon | Chief Executive Officer & Director | USD 1,387,757 | Male | 1969 | Active |
Kenneth Alan Burdick | Executive Chairman | USD 650,154 | Male | 1959 | Active |
Vukasin Paunovich | Chief Technology Officer | USD 644,201 | Male | 1972 | Active |
Ann Varanakis | Chief People Officer | USD 558,251 | Female | 1978 | Active |
Ryan Pardo | Chief Legal Officer & Secretary | USD 558,251 | Male | 1977 | Active |
Lisa Keise Miller | Chief Operating Officer & Principal Operating Officer | — | Female | 1974 | Active |
Monica Prokocki | Vice President of Investor Relations | — | Female | — | Active |
Brooke Matthews | Director of Public Relations | — | — | — | Active |
Richard Hall | Chief Shared Services Officer | — | Male | — | Active |
SCOTTSDALE, Ariz., Sept. 01, 2026 (GLOBE NEWSWIRE) -- LifeStance Health Group, Inc. (NASDAQ: LFST), one of the nation's largest providers of outpatient mental healthcare, today announced that management will present at the following upcoming investor conferences.
Canada Pension Plan Investment Board acquired a new stake in shares of LifeStance Health Group, Inc. (NASDAQ: LFST) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 149,000 shares of the company's stock, valued at approximately $1,596,000. Other institutional investors have also
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