vs
Side-by-side financial comparison of Industrial Logistics Properties Trust (ILPT) 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 $113.9M, roughly 1.3× Industrial Logistics Properties Trust). Life360, Inc. runs the higher net margin — 88.8% vs -1.6%, a 90.4% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 3.1%). Industrial Logistics Properties Trust produced more free cash flow last quarter ($42.0M vs $36.6M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 0.7%).
Industrial Logistics Properties Trust is a real estate investment trust that owns and operates a portfolio of industrial and logistics real estate assets primarily across the United States. Its holdings include distribution centers, warehouses, and last-mile delivery properties, serving e-commerce, retail, manufacturing and supply chain operators to meet their storage and logistics operation needs.
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.
ILPT vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $113.9M | $146.0M |
| Net Profit | $-1.8M | $129.7M |
| Gross Margin | — | 75.1% |
| Operating Margin | -22.1% | 6.1% |
| Net Margin | -1.6% | 88.8% |
| Revenue YoY | 3.1% | 26.4% |
| Net Profit YoY | 92.6% | 1425.9% |
| EPS (diluted) | $-0.02 | $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 | $113.9M | $146.0M | ||
| Q3 25 | $110.9M | $124.5M | ||
| Q2 25 | $112.1M | $115.4M | ||
| Q1 25 | $111.9M | $103.6M | ||
| Q4 24 | $110.5M | $115.5M | ||
| Q3 24 | $108.9M | $92.9M | ||
| Q2 24 | $110.6M | $84.9M | ||
| Q1 24 | $112.2M | $78.2M |
| Q4 25 | $-1.8M | $129.7M | ||
| Q3 25 | $-21.6M | $9.8M | ||
| Q2 25 | $-21.3M | $7.0M | ||
| Q1 25 | $-21.5M | $4.4M | ||
| Q4 24 | $-24.1M | $8.5M | ||
| Q3 24 | $-25.0M | $7.7M | ||
| Q2 24 | $-23.2M | $-11.0M | ||
| Q1 24 | $-23.4M | $-9.8M |
| Q4 25 | — | 75.1% | ||
| Q3 25 | — | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | — | 80.6% | ||
| Q4 24 | — | 74.0% | ||
| Q3 24 | — | 75.4% | ||
| Q2 24 | — | 75.0% | ||
| Q1 24 | — | 76.7% |
| Q4 25 | -22.1% | 6.1% | ||
| Q3 25 | -29.4% | 4.6% | ||
| Q2 25 | -30.8% | 1.7% | ||
| Q1 25 | -26.9% | 2.1% | ||
| Q4 24 | -31.1% | 4.9% | ||
| Q3 24 | -33.5% | -5.3% | ||
| Q2 24 | -32.4% | -2.8% | ||
| Q1 24 | -31.7% | -8.2% |
| Q4 25 | -1.6% | 88.8% | ||
| Q3 25 | -19.4% | 7.9% | ||
| Q2 25 | -19.0% | 6.1% | ||
| Q1 25 | -19.2% | 4.2% | ||
| Q4 24 | -21.8% | 7.4% | ||
| Q3 24 | -22.9% | 8.3% | ||
| Q2 24 | -20.9% | -12.9% | ||
| Q1 24 | -20.9% | -12.5% |
| Q4 25 | $-0.02 | $1.53 | ||
| Q3 25 | $-0.33 | $0.11 | ||
| Q2 25 | $-0.32 | $0.08 | ||
| Q1 25 | $-0.33 | $0.05 | ||
| Q4 24 | $-0.37 | $0.14 | ||
| Q3 24 | $-0.38 | $0.09 | ||
| Q2 24 | $-0.35 | $-0.15 | ||
| Q1 24 | $-0.36 | $-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 | $94.8M | $494.3M |
| Total DebtLower is stronger | $4.2B | — |
| Stockholders' EquityBook value | $489.7M | $548.2M |
| Total Assets | $5.2B | $959.7M |
| Debt / EquityLower = less leverage | 8.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $94.8M | $494.3M | ||
| Q3 25 | $83.2M | $455.7M | ||
| Q2 25 | $58.6M | $432.7M | ||
| Q1 25 | $108.0M | $168.9M | ||
| Q4 24 | $131.7M | $159.2M | ||
| Q3 24 | $153.9M | $159.0M | ||
| Q2 24 | $146.2M | $160.8M | ||
| Q1 24 | $128.4M | $73.4M |
| Q4 25 | $4.2B | — | ||
| Q3 25 | $4.2B | — | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $4.3B | — | ||
| Q4 24 | $4.3B | — | ||
| Q3 24 | $4.3B | — | ||
| Q2 24 | $4.3B | — | ||
| Q1 24 | $4.3B | $5.2M |
| Q4 25 | $489.7M | $548.2M | ||
| Q3 25 | $494.1M | $391.4M | ||
| Q2 25 | $519.1M | $366.7M | ||
| Q1 25 | $539.5M | $376.3M | ||
| Q4 24 | $562.0M | $358.5M | ||
| Q3 24 | $585.9M | $339.7M | ||
| Q2 24 | $618.3M | $326.7M | ||
| Q1 24 | $643.2M | $239.8M |
| Q4 25 | $5.2B | $959.7M | ||
| Q3 25 | $5.2B | $787.5M | ||
| Q2 25 | $5.2B | $753.6M | ||
| Q1 25 | $5.4B | $455.4M | ||
| Q4 24 | $5.4B | $441.6M | ||
| Q3 24 | $5.5B | $427.4M | ||
| Q2 24 | $5.5B | $405.9M | ||
| Q1 24 | $5.5B | $318.8M |
| Q4 25 | 8.56× | — | ||
| Q3 25 | 8.49× | — | ||
| Q2 25 | 8.09× | — | ||
| Q1 25 | 7.96× | — | ||
| Q4 24 | 7.65× | — | ||
| Q3 24 | 7.35× | — | ||
| Q2 24 | 6.96× | — | ||
| Q1 24 | 6.70× | 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 | $60.7M | $36.8M |
| Free Cash FlowOCF − Capex | $42.0M | $36.6M |
| FCF MarginFCF / Revenue | 36.9% | 25.1% |
| Capex IntensityCapex / Revenue | 16.4% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $79.8M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $60.7M | $36.8M | ||
| Q3 25 | $22.7M | $26.4M | ||
| Q2 25 | $18.4M | $13.3M | ||
| Q1 25 | $11.4M | $12.1M | ||
| Q4 24 | $2.0M | $12.3M | ||
| Q3 24 | $-3.4M | $6.3M | ||
| Q2 24 | $10.8M | $3.3M | ||
| Q1 24 | $8.0M | $10.7M |
| Q4 25 | $42.0M | $36.6M | ||
| Q3 25 | $17.6M | $25.6M | ||
| Q2 25 | $15.2M | $12.7M | ||
| Q1 25 | $5.0M | $11.9M | ||
| Q4 24 | $-3.7M | $11.2M | ||
| Q3 24 | $-5.9M | $6.3M | ||
| Q2 24 | $9.4M | $3.2M | ||
| Q1 24 | $5.9M | — |
| Q4 25 | 36.9% | 25.1% | ||
| Q3 25 | 15.9% | 20.6% | ||
| Q2 25 | 13.5% | 11.0% | ||
| Q1 25 | 4.5% | 11.5% | ||
| Q4 24 | -3.4% | 9.7% | ||
| Q3 24 | -5.5% | 6.8% | ||
| Q2 24 | 8.5% | 3.8% | ||
| Q1 24 | 5.2% | — |
| Q4 25 | 16.4% | 0.2% | ||
| Q3 25 | 4.6% | 0.6% | ||
| Q2 25 | 2.9% | 0.6% | ||
| Q1 25 | 5.7% | 0.1% | ||
| Q4 24 | 5.2% | 1.0% | ||
| Q3 24 | 2.3% | 0.0% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 1.9% | 0.0% |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
