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Side-by-side financial comparison of Leslie's, Inc. (LESL) and Life360, Inc. (LIF). Click either name above to swap in a different company.
Leslie's, Inc. is the larger business by last-quarter revenue ($147.1M vs $146.0M, roughly 1.0× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs -56.4%, a 145.2% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs -16.0%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $-85.5M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs -11.7%).
Leslie's, Inc., operating as Leslie's Swimming Pool Supplies, is the largest retailer of swimming pool supplies and related products. The company is headquartered in Phoenix, Arizona, and has a particularly strong retail presence in Arizona, California, Florida, Georgia and Texas.
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.
LESL vs LIF — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $147.1M | $146.0M |
| Net Profit | $-83.0M | $129.7M |
| Gross Margin | 18.4% | 75.1% |
| Operating Margin | -46.7% | 6.1% |
| Net Margin | -56.4% | 88.8% |
| Revenue YoY | -16.0% | 26.4% |
| Net Profit YoY | -86.2% | 1425.9% |
| EPS (diluted) | $-8.92 | $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.
| Q1 26 | $147.1M | — | ||
| Q4 25 | $389.2M | $146.0M | ||
| Q3 25 | — | $124.5M | ||
| Q2 25 | $500.3M | $115.4M | ||
| Q1 25 | $177.1M | $103.6M | ||
| Q4 24 | $175.2M | $115.5M | ||
| Q3 24 | $397.9M | $92.9M | ||
| Q2 24 | $569.6M | $84.9M |
| Q1 26 | $-83.0M | — | ||
| Q4 25 | $-162.8M | $129.7M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $21.7M | $7.0M | ||
| Q1 25 | $-51.3M | $4.4M | ||
| Q4 24 | $-44.6M | $8.5M | ||
| Q3 24 | $-9.9M | $7.7M | ||
| Q2 24 | $60.6M | $-11.0M |
| Q1 26 | 18.4% | — | ||
| Q4 25 | 38.6% | 75.1% | ||
| Q3 25 | — | 78.0% | ||
| Q2 25 | 39.6% | 78.4% | ||
| Q1 25 | 24.8% | 80.6% | ||
| Q4 24 | 27.2% | 74.0% | ||
| Q3 24 | 36.0% | 75.4% | ||
| Q2 24 | 40.2% | 75.0% |
| Q1 26 | -46.7% | — | ||
| Q4 25 | -38.6% | 6.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 13.7% | 1.7% | ||
| Q1 25 | -27.3% | 2.1% | ||
| Q4 24 | -22.7% | 4.9% | ||
| Q3 24 | 6.6% | -5.3% | ||
| Q2 24 | 17.2% | -2.8% |
| Q1 26 | -56.4% | — | ||
| Q4 25 | -41.8% | 88.8% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | 4.3% | 6.1% | ||
| Q1 25 | -29.0% | 4.2% | ||
| Q4 24 | -25.4% | 7.4% | ||
| Q3 24 | -2.5% | 8.3% | ||
| Q2 24 | 10.6% | -12.9% |
| Q1 26 | $-8.92 | — | ||
| Q4 25 | $-20.59 | $1.53 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | $0.12 | $0.08 | ||
| Q1 25 | $-0.28 | $0.05 | ||
| Q4 24 | $-4.82 | $0.14 | ||
| Q3 24 | $-2.46 | $0.09 | ||
| Q2 24 | $0.33 | $-0.15 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.6M | $494.3M |
| Total DebtLower is stronger | $781.6M | — |
| Stockholders' EquityBook value | $-489.9M | $548.2M |
| Total Assets | $649.4M | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.6M | — | ||
| Q4 25 | $64.3M | $494.3M | ||
| Q3 25 | — | $455.7M | ||
| Q2 25 | $42.7M | $432.7M | ||
| Q1 25 | $17.3M | $168.9M | ||
| Q4 24 | $11.6M | $159.2M | ||
| Q3 24 | $108.5M | $159.0M | ||
| Q2 24 | $74.4M | $160.8M |
| Q1 26 | $781.6M | — | ||
| Q4 25 | $756.6M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $776.6M | — | ||
| Q1 25 | $858.1M | — | ||
| Q4 24 | $796.6M | — | ||
| Q3 24 | $783.7M | — | ||
| Q2 24 | $783.7M | — |
| Q1 26 | $-489.9M | — | ||
| Q4 25 | $-408.0M | $548.2M | ||
| Q3 25 | — | $391.4M | ||
| Q2 25 | $-246.2M | $366.7M | ||
| Q1 25 | $-269.5M | $376.3M | ||
| Q4 24 | $-220.0M | $358.5M | ||
| Q3 24 | $-177.1M | $339.7M | ||
| Q2 24 | $-168.2M | $326.7M |
| Q1 26 | $649.4M | — | ||
| Q4 25 | $741.5M | $959.7M | ||
| Q3 25 | — | $787.5M | ||
| Q2 25 | $989.5M | $753.6M | ||
| Q1 25 | $1.0B | $455.4M | ||
| Q4 24 | $967.0M | $441.6M | ||
| Q3 24 | $1.1B | $427.4M | ||
| Q2 24 | $1.1B | $405.9M |
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 | $-81.1M | $36.8M |
| Free Cash FlowOCF − Capex | $-85.5M | $36.6M |
| FCF MarginFCF / Revenue | -58.1% | 25.1% |
| Capex IntensityCapex / Revenue | 2.9% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $7.6M | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-81.1M | — | ||
| Q4 25 | $48.2M | $36.8M | ||
| Q3 25 | — | $26.4M | ||
| Q2 25 | $114.9M | $13.3M | ||
| Q1 25 | $-49.2M | $12.1M | ||
| Q4 24 | $-105.1M | $12.3M | ||
| Q3 24 | $47.1M | $6.3M | ||
| Q2 24 | $175.5M | $3.3M |
| Q1 26 | $-85.5M | — | ||
| Q4 25 | $41.8M | $36.6M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | $107.1M | $12.7M | ||
| Q1 25 | $-55.8M | $11.9M | ||
| Q4 24 | $-109.8M | $11.2M | ||
| Q3 24 | $34.1M | $6.3M | ||
| Q2 24 | $165.2M | $3.2M |
| Q1 26 | -58.1% | — | ||
| Q4 25 | 10.7% | 25.1% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 21.4% | 11.0% | ||
| Q1 25 | -31.5% | 11.5% | ||
| Q4 24 | -62.6% | 9.7% | ||
| Q3 24 | 8.6% | 6.8% | ||
| Q2 24 | 29.0% | 3.8% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 1.7% | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 1.6% | 0.6% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 2.7% | 1.0% | ||
| Q3 24 | 3.2% | 0.0% | ||
| Q2 24 | 1.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | 5.29× | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | 2.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
