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Side-by-side financial comparison of DULUTH HOLDINGS INC. (DLTH) and Life360, Inc. (LIF). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $114.9M, roughly 1.3× DULUTH HOLDINGS INC.). Life360, Inc. runs the higher net margin — 88.8% vs -8.8%, a 97.6% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs -9.6%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $-8.9M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs -31.6%).
Duluth Holdings Inc., which primarily sells goods through its Duluth Trading Company brand, is an American workwear and accessories company.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
DLTH vs LIF — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $114.9M | $146.0M |
| Net Profit | $-10.1M | $129.7M |
| Gross Margin | 53.8% | 75.1% |
| Operating Margin | -7.7% | 6.1% |
| Net Margin | -8.8% | 88.8% |
| Revenue YoY | -9.6% | 26.4% |
| Net Profit YoY | 64.6% | 1425.9% |
| EPS (diluted) | $-0.29 | $1.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $114.9M | $146.0M | ||
| Q3 25 | $131.7M | $124.5M | ||
| Q2 25 | $102.7M | $115.4M | ||
| Q1 25 | $241.3M | $103.6M | ||
| Q4 24 | $127.1M | $115.5M | ||
| Q3 24 | $141.6M | $92.9M | ||
| Q2 24 | $116.7M | $84.9M | ||
| Q1 24 | $245.6M | $78.2M |
| Q4 25 | $-10.1M | $129.7M | ||
| Q3 25 | $1.3M | $9.8M | ||
| Q2 25 | $-15.3M | $7.0M | ||
| Q1 25 | $-5.6M | $4.4M | ||
| Q4 24 | $-28.2M | $8.5M | ||
| Q3 24 | $-2.0M | $7.7M | ||
| Q2 24 | $-7.9M | $-11.0M | ||
| Q1 24 | $6.4M | $-9.8M |
| Q4 25 | 53.8% | 75.1% | ||
| Q3 25 | 54.7% | 78.0% | ||
| Q2 25 | 52.0% | 78.4% | ||
| Q1 25 | 44.1% | 80.6% | ||
| Q4 24 | 52.3% | 74.0% | ||
| Q3 24 | 52.3% | 75.4% | ||
| Q2 24 | 52.8% | 75.0% | ||
| Q1 24 | 48.2% | 76.7% |
| Q4 25 | -7.7% | 6.1% | ||
| Q3 25 | 1.8% | 4.6% | ||
| Q2 25 | -12.0% | 1.7% | ||
| Q1 25 | -1.8% | 2.1% | ||
| Q4 24 | -17.4% | 4.9% | ||
| Q3 24 | -1.1% | -5.3% | ||
| Q2 24 | -7.7% | -2.8% | ||
| Q1 24 | 3.6% | -8.2% |
| Q4 25 | -8.8% | 88.8% | ||
| Q3 25 | 1.0% | 7.9% | ||
| Q2 25 | -14.9% | 6.1% | ||
| Q1 25 | -2.3% | 4.2% | ||
| Q4 24 | -22.2% | 7.4% | ||
| Q3 24 | -1.4% | 8.3% | ||
| Q2 24 | -6.7% | -12.9% | ||
| Q1 24 | 2.6% | -12.5% |
| Q4 25 | $-0.29 | $1.53 | ||
| Q3 25 | $0.04 | $0.11 | ||
| Q2 25 | $-0.45 | $0.08 | ||
| Q1 25 | $-0.17 | $0.05 | ||
| Q4 24 | $-0.84 | $0.14 | ||
| Q3 24 | $-0.06 | $0.09 | ||
| Q2 24 | $-0.24 | $-0.15 | ||
| Q1 24 | $0.20 | $-0.14 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $8.2M | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $160.6M | $548.2M |
| Total Assets | $468.0M | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.2M | $494.3M | ||
| Q3 25 | $5.7M | $455.7M | ||
| Q2 25 | $8.6M | $432.7M | ||
| Q1 25 | $3.3M | $168.9M | ||
| Q4 24 | $9.3M | $159.2M | ||
| Q3 24 | $9.8M | $159.0M | ||
| Q2 24 | $6.8M | $160.8M | ||
| Q1 24 | $32.2M | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $160.6M | $548.2M | ||
| Q3 25 | $170.0M | $391.4M | ||
| Q2 25 | $167.9M | $366.7M | ||
| Q1 25 | $182.7M | $376.3M | ||
| Q4 24 | $188.1M | $358.5M | ||
| Q3 24 | $215.7M | $339.7M | ||
| Q2 24 | $218.4M | $326.7M | ||
| Q1 24 | $222.8M | $239.8M |
| Q4 25 | $468.0M | $959.7M | ||
| Q3 25 | $433.8M | $787.5M | ||
| Q2 25 | $463.7M | $753.6M | ||
| Q1 25 | $452.4M | $455.4M | ||
| Q4 24 | $533.1M | $441.6M | ||
| Q3 24 | $488.6M | $427.4M | ||
| Q2 24 | $471.4M | $405.9M | ||
| Q1 24 | $491.2M | $318.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-6.7M | $36.8M |
| Free Cash FlowOCF − Capex | $-8.9M | $36.6M |
| FCF MarginFCF / Revenue | -7.8% | 25.1% |
| Capex IntensityCapex / Revenue | 2.0% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-6.7M | $36.8M | ||
| Q3 25 | $32.0M | $26.4M | ||
| Q2 25 | $-56.5M | $13.3M | ||
| Q1 25 | $41.2M | $12.1M | ||
| Q4 24 | $-41.1M | $12.3M | ||
| Q3 24 | $16.6M | $6.3M | ||
| Q2 24 | $-33.7M | $3.3M | ||
| Q1 24 | $69.7M | $10.7M |
| Q4 25 | $-8.9M | $36.6M | ||
| Q3 25 | $29.8M | $25.6M | ||
| Q2 25 | $-57.8M | $12.7M | ||
| Q1 25 | $38.7M | $11.9M | ||
| Q4 24 | $-43.7M | $11.2M | ||
| Q3 24 | $15.0M | $6.3M | ||
| Q2 24 | $-35.2M | $3.2M | ||
| Q1 24 | $60.6M | — |
| Q4 25 | -7.8% | 25.1% | ||
| Q3 25 | 22.6% | 20.6% | ||
| Q2 25 | -56.3% | 11.0% | ||
| Q1 25 | 16.0% | 11.5% | ||
| Q4 24 | -34.4% | 9.7% | ||
| Q3 24 | 10.6% | 6.8% | ||
| Q2 24 | -30.2% | 3.8% | ||
| Q1 24 | 24.7% | — |
| Q4 25 | 2.0% | 0.2% | ||
| Q3 25 | 1.7% | 0.6% | ||
| Q2 25 | 1.3% | 0.6% | ||
| Q1 25 | 1.0% | 0.1% | ||
| Q4 24 | 2.1% | 1.0% | ||
| Q3 24 | 1.2% | 0.0% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 3.7% | 0.0% |
| Q4 25 | — | 0.28× | ||
| Q3 25 | 25.40× | 2.70× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — | ||
| Q1 24 | 10.86× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DLTH
| Sales Channel Directly To Consumer | $67.4M | 59% |
| Sales Channel Through Intermediary | $47.4M | 41% |
LIF
Segment breakdown not available.
