NASDAQ$LFST

LifeStance Health Group Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

LifeStance Health Group Inc reported Q2 2025 revenue of $345.3 million with a net loss of $3.8 million.

LifeStance Health Group Inc delivered total revenue of $345.3 million for the three months ended June 30, 2025, reflecting 11% year-over-year growth driven by clinician expansion and increased patient visits. The company reported a net loss of $3.8 million and loss from operations of $3.0 million, with Center Margin reaching $108.4 million and Adjusted EBITDA of $34.0 million. Clinician headcount grew to 7,708, supporting 2.2 million visits in the quarter.

  • Q2 2025 revenue grew 11% YoY to $345.3 million on 12% higher patient visits from organic clinician hiring.
  • Net loss narrowed to $3.8 million from $23.3 million in Q2 2024, with loss from operations improving to $3.0 million.
  • Center Margin expanded to $108.4 million and Adjusted EBITDA rose to $34.0 million, reflecting operating leverage.
  • Cash and cash equivalents increased to $188.9 million at quarter end, supported by $61.3 million operating cash flow for the first half.

Headline financials

Total Revenue

$345M

Previous: $312M+10.6%
EPS (adj)

-$0.01

Previous: -$0.06+83.3%
Employed clinicians

7.7K

No prior period
Patient visits

2.2M

No prior period
Center Margin

$108M

Previous: $97.8M+10.9%
Adjusted EBITDA

$34M

Previous: $28.6M+18.9%
Capital Expenditures

-$14.9M

Previous: -$10.2M-46.1%
Net Income

-$3.79M

Previous: -$23.3M+83.7%
Operating Income

-$2.95M

Previous: -$15.9M+81.5%
Cash & Equivalents

$189M

Previous: $87M+117.2%
Total Assets

$2.15B

Previous: $2.12B+1.3%

Revenue & EPS history

LifeStance · Revenue · Quarterly

$345M

Q2 2025+10.6%vs Q2 2024
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

LifeStance · $343M total across 3 segments · Q2 2025

  • Commercial
    $312M
  • Government
    $17.8M
  • Self-pay
    $12.5M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-4.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.2%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+24.6%

Q4 2023

Best reaction

-49.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+19.8%+7.7%+0.5%
Q4 2025+4.3%+0.0%-11.5%
Q3 2025-3.6%+29.1%+30.1%
Q1 2025-16.0%-10.7%-10.8%
Q4 2024+3.1%+6.8%-10.8%
Q3 2024+3.2%+3.8%+2.9%
Q2 2024+1.6%+6.0%+26.1%
Q1 2024-1.7%+5.9%-19.1%
Q4 2023+24.6%+21.8%-3.4%
Q3 2023-9.4%-8.9%+7.9%
Q2 2023-5.0%-7.4%-17.1%
Q1 2023-1.4%+1.1%+1.7%
Q4 2022+22.2%+23.8%+65.6%
Q3 2022-30.4%-15.9%-23.0%
Q2 2022+6.2%+10.8%+29.3%
Q1 2022-13.9%+0.4%+10.1%
Q4 2021-12.7%-5.9%+4.2%
Q3 2021-27.3%-22.8%-29.1%
Q2 2021-49.7%-40.6%-30.2%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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