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Side-by-side financial comparison of Karman Holdings Inc. (KRMN) 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 $134.5M, roughly 1.1× Karman Holdings Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 5.7%, a 83.1% gap on every dollar of revenue. On growth, Karman Holdings Inc. posted the faster year-over-year revenue change (47.4% vs 26.4%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $4.0M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 27.3%).
Karman Holdings is an American fabricator of space and defense systems based in Huntington Beach, California. The company, which is valued at approximately US$4 billion, recently underwent an initial public offering.
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.
KRMN vs LIF — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $134.5M | $146.0M |
| Net Profit | $7.7M | $129.7M |
| Gross Margin | 39.9% | 75.1% |
| Operating Margin | 15.7% | 6.1% |
| Net Margin | 5.7% | 88.8% |
| Revenue YoY | 47.4% | 26.4% |
| Net Profit YoY | 358.3% | 1425.9% |
| EPS (diluted) | $0.06 | $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 | $134.5M | $146.0M | ||
| Q3 25 | $121.8M | $124.5M | ||
| Q2 25 | $115.1M | $115.4M | ||
| Q1 25 | $100.1M | $103.6M | ||
| Q4 24 | $91.2M | $115.5M | ||
| Q3 24 | $86.0M | $92.9M | ||
| Q2 24 | $85.0M | $84.9M | ||
| Q1 24 | $83.0M | $78.2M |
| Q4 25 | $7.7M | $129.7M | ||
| Q3 25 | $7.6M | $9.8M | ||
| Q2 25 | $6.8M | $7.0M | ||
| Q1 25 | $-4.8M | $4.4M | ||
| Q4 24 | $1.7M | $8.5M | ||
| Q3 24 | $4.3M | $7.7M | ||
| Q2 24 | $4.6M | $-11.0M | ||
| Q1 24 | $2.1M | $-9.8M |
| Q4 25 | 39.9% | 75.1% | ||
| Q3 25 | 41.0% | 78.0% | ||
| Q2 25 | 40.9% | 78.4% | ||
| Q1 25 | 39.4% | 80.6% | ||
| Q4 24 | 38.1% | 74.0% | ||
| Q3 24 | 39.3% | 75.4% | ||
| Q2 24 | 40.7% | 75.0% | ||
| Q1 24 | 34.9% | 76.7% |
| Q4 25 | 15.7% | 6.1% | ||
| Q3 25 | 17.9% | 4.6% | ||
| Q2 25 | 17.5% | 1.7% | ||
| Q1 25 | 10.0% | 2.1% | ||
| Q4 24 | 15.8% | 4.9% | ||
| Q3 24 | 20.2% | -5.3% | ||
| Q2 24 | 21.5% | -2.8% | ||
| Q1 24 | 16.3% | -8.2% |
| Q4 25 | 5.7% | 88.8% | ||
| Q3 25 | 6.3% | 7.9% | ||
| Q2 25 | 5.9% | 6.1% | ||
| Q1 25 | -4.8% | 4.2% | ||
| Q4 24 | 1.8% | 7.4% | ||
| Q3 24 | 5.0% | 8.3% | ||
| Q2 24 | 5.4% | -12.9% | ||
| Q1 24 | 2.6% | -12.5% |
| Q4 25 | $0.06 | $1.53 | ||
| Q3 25 | $0.06 | $0.11 | ||
| Q2 25 | $0.05 | $0.08 | ||
| Q1 25 | $-0.04 | $0.05 | ||
| Q4 24 | $0.01 | $0.14 | ||
| Q3 24 | $0.03 | $0.09 | ||
| Q2 24 | $0.03 | $-0.15 | ||
| Q1 24 | $0.01 | $-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 | $34.0M | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $382.7M | $548.2M |
| Total Assets | $1.1B | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.0M | $494.3M | ||
| Q3 25 | $18.7M | $455.7M | ||
| Q2 25 | $27.4M | $432.7M | ||
| Q1 25 | $113.7M | $168.9M | ||
| Q4 24 | $11.5M | $159.2M | ||
| Q3 24 | — | $159.0M | ||
| Q2 24 | — | $160.8M | ||
| Q1 24 | — | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $382.7M | $548.2M | ||
| Q3 25 | $369.1M | $391.4M | ||
| Q2 25 | $361.5M | $366.7M | ||
| Q1 25 | $348.9M | $376.3M | ||
| Q4 24 | $196.0M | $358.5M | ||
| Q3 24 | $194.1M | $339.7M | ||
| Q2 24 | $189.6M | $326.7M | ||
| Q1 24 | $184.8M | $239.8M |
| Q4 25 | $1.1B | $959.7M | ||
| Q3 25 | $968.1M | $787.5M | ||
| Q2 25 | $953.9M | $753.6M | ||
| Q1 25 | $875.4M | $455.4M | ||
| Q4 24 | $774.0M | $441.6M | ||
| Q3 24 | — | $427.4M | ||
| Q2 24 | — | $405.9M | ||
| Q1 24 | — | $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 | $8.7M | $36.8M |
| Free Cash FlowOCF − Capex | $4.0M | $36.6M |
| FCF MarginFCF / Revenue | 3.0% | 25.1% |
| Capex IntensityCapex / Revenue | 3.5% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.13× | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $-42.5M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $8.7M | $36.8M | ||
| Q3 25 | $131.0K | $26.4M | ||
| Q2 25 | $-17.4M | $13.3M | ||
| Q1 25 | $-13.6M | $12.1M | ||
| Q4 24 | — | $12.3M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $3.3M | ||
| Q1 24 | $3.1M | $10.7M |
| Q4 25 | $4.0M | $36.6M | ||
| Q3 25 | $-6.8M | $25.6M | ||
| Q2 25 | $-21.0M | $12.7M | ||
| Q1 25 | $-18.6M | $11.9M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | — | $3.2M | ||
| Q1 24 | $1.5M | — |
| Q4 25 | 3.0% | 25.1% | ||
| Q3 25 | -5.6% | 20.6% | ||
| Q2 25 | -18.2% | 11.0% | ||
| Q1 25 | -18.6% | 11.5% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | 1.8% | — |
| Q4 25 | 3.5% | 0.2% | ||
| Q3 25 | 5.7% | 0.6% | ||
| Q2 25 | 3.2% | 0.6% | ||
| Q1 25 | 5.0% | 0.1% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.0% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | 1.9% | 0.0% |
| Q4 25 | 1.13× | 0.28× | ||
| Q3 25 | 0.02× | 2.70× | ||
| Q2 25 | -2.55× | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.45× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KRMN
| Tactical Missile And Integrated Defense Systems | $50.5M | 38% |
| Hypersonic And Strategic Missile Defense | $48.4M | 36% |
| Space And Launch | $35.7M | 27% |
LIF
Segment breakdown not available.
