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Side-by-side financial comparison of Life360, Inc. (LIF) and Mayville Engineering Company, Inc. (MEC). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $134.3M, roughly 1.1× Mayville Engineering Company, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs -3.2%, a 92.1% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 10.7%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $10.2M). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs -8.8%).
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.
Mayville Engineering Company, Inc. is a U.S.-headquartered leading manufacturer of metal components, fabricated assemblies, and custom engineered solutions. It serves OEM clients across agriculture, construction, transportation, defense, and power sports markets, offering end-to-end services from prototyping to high-volume production for North America.
LIF vs MEC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $146.0M | $134.3M |
| Net Profit | $129.7M | $-4.4M |
| Gross Margin | 75.1% | 6.8% |
| Operating Margin | 6.1% | -4.1% |
| Net Margin | 88.8% | -3.2% |
| Revenue YoY | 26.4% | 10.7% |
| Net Profit YoY | 1425.9% | -127.3% |
| EPS (diluted) | $1.53 | $-0.22 |
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 | $146.0M | $134.3M | ||
| Q3 25 | $124.5M | $144.3M | ||
| Q2 25 | $115.4M | $132.3M | ||
| Q1 25 | $103.6M | $135.6M | ||
| Q4 24 | $115.5M | $121.3M | ||
| Q3 24 | $92.9M | $135.4M | ||
| Q2 24 | $84.9M | $163.6M | ||
| Q1 24 | $78.2M | $161.3M |
| Q4 25 | $129.7M | $-4.4M | ||
| Q3 25 | $9.8M | $-2.7M | ||
| Q2 25 | $7.0M | $-1.1M | ||
| Q1 25 | $4.4M | $20.0K | ||
| Q4 24 | $8.5M | $16.0M | ||
| Q3 24 | $7.7M | $3.0M | ||
| Q2 24 | $-11.0M | $3.8M | ||
| Q1 24 | $-9.8M | $3.2M |
| Q4 25 | 75.1% | 6.8% | ||
| Q3 25 | 78.0% | 11.0% | ||
| Q2 25 | 78.4% | 10.3% | ||
| Q1 25 | 80.6% | 11.3% | ||
| Q4 24 | 74.0% | 8.9% | ||
| Q3 24 | 75.4% | 12.6% | ||
| Q2 24 | 75.0% | 13.6% | ||
| Q1 24 | 76.7% | 13.0% |
| Q4 25 | 6.1% | -4.1% | ||
| Q3 25 | 4.6% | 0.0% | ||
| Q2 25 | 1.7% | 0.1% | ||
| Q1 25 | 2.1% | 1.2% | ||
| Q4 24 | 4.9% | 19.0% | ||
| Q3 24 | -5.3% | 4.2% | ||
| Q2 24 | -2.8% | 5.0% | ||
| Q1 24 | -8.2% | 4.7% |
| Q4 25 | 88.8% | -3.2% | ||
| Q3 25 | 7.9% | -1.9% | ||
| Q2 25 | 6.1% | -0.8% | ||
| Q1 25 | 4.2% | 0.0% | ||
| Q4 24 | 7.4% | 13.2% | ||
| Q3 24 | 8.3% | 2.2% | ||
| Q2 24 | -12.9% | 2.3% | ||
| Q1 24 | -12.5% | 2.0% |
| Q4 25 | $1.53 | $-0.22 | ||
| Q3 25 | $0.11 | $-0.13 | ||
| Q2 25 | $0.08 | $-0.05 | ||
| Q1 25 | $0.05 | $0.00 | ||
| Q4 24 | $0.14 | $0.76 | ||
| Q3 24 | $0.09 | $0.14 | ||
| Q2 24 | $-0.15 | $0.18 | ||
| Q1 24 | $-0.14 | $0.16 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $494.3M | $1.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $240.7M |
| Total Assets | $959.7M | $563.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $494.3M | $1.5M | ||
| Q3 25 | $455.7M | $1.2M | ||
| Q2 25 | $432.7M | $206.0K | ||
| Q1 25 | $168.9M | $183.0K | ||
| Q4 24 | $159.2M | $206.0K | ||
| Q3 24 | $159.0M | $178.0K | ||
| Q2 24 | $160.8M | $314.0K | ||
| Q1 24 | $73.4M | $314.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
| Q4 25 | $548.2M | $240.7M | ||
| Q3 25 | $391.4M | $244.8M | ||
| Q2 25 | $366.7M | $246.8M | ||
| Q1 25 | $376.3M | $250.0M | ||
| Q4 24 | $358.5M | $251.8M | ||
| Q3 24 | $339.7M | $238.4M | ||
| Q2 24 | $326.7M | $238.1M | ||
| Q1 24 | $239.8M | $234.0M |
| Q4 25 | $959.7M | $563.6M | ||
| Q3 25 | $787.5M | $585.6M | ||
| Q2 25 | $753.6M | $433.7M | ||
| Q1 25 | $455.4M | $447.7M | ||
| Q4 24 | $441.6M | $445.6M | ||
| Q3 24 | $427.4M | $466.0M | ||
| Q2 24 | $405.9M | $488.2M | ||
| Q1 24 | $318.8M | $499.9M |
| 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 | $36.8M | $13.4M |
| Free Cash FlowOCF − Capex | $36.6M | $10.2M |
| FCF MarginFCF / Revenue | 25.1% | 7.6% |
| Capex IntensityCapex / Revenue | 0.2% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | $26.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.8M | $13.4M | ||
| Q3 25 | $26.4M | $1.9M | ||
| Q2 25 | $13.3M | $15.0M | ||
| Q1 25 | $12.1M | $8.3M | ||
| Q4 24 | $12.3M | $38.0M | ||
| Q3 24 | $6.3M | $17.9M | ||
| Q2 24 | $3.3M | $23.3M | ||
| Q1 24 | $10.7M | $10.6M |
| Q4 25 | $36.6M | $10.2M | ||
| Q3 25 | $25.6M | $-1.1M | ||
| Q2 25 | $12.7M | $12.5M | ||
| Q1 25 | $11.9M | $5.4M | ||
| Q4 24 | $11.2M | $35.6M | ||
| Q3 24 | $6.3M | $15.1M | ||
| Q2 24 | $3.2M | $19.2M | ||
| Q1 24 | — | $7.8M |
| Q4 25 | 25.1% | 7.6% | ||
| Q3 25 | 20.6% | -0.8% | ||
| Q2 25 | 11.0% | 9.5% | ||
| Q1 25 | 11.5% | 4.0% | ||
| Q4 24 | 9.7% | 29.4% | ||
| Q3 24 | 6.8% | 11.1% | ||
| Q2 24 | 3.8% | 11.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | 0.2% | 2.4% | ||
| Q3 25 | 0.6% | 2.1% | ||
| Q2 25 | 0.6% | 1.8% | ||
| Q1 25 | 0.1% | 2.2% | ||
| Q4 24 | 1.0% | 1.9% | ||
| Q3 24 | 0.0% | 2.1% | ||
| Q2 24 | 0.1% | 2.5% | ||
| Q1 24 | 0.0% | 1.7% |
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 2.75× | 416.65× | ||
| Q4 24 | 1.45× | 2.38× | ||
| Q3 24 | 0.83× | 6.03× | ||
| Q2 24 | — | 6.15× | ||
| Q1 24 | — | 3.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LIF
Segment breakdown not available.
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |