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Side-by-side financial comparison of Life360, Inc. (LIF) and NNN REIT, INC. (NNN). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $146.0M, roughly 1.6× Life360, Inc.). Life360, Inc. runs the higher net margin — 88.8% vs 39.1%, a 49.7% gap on every dollar of revenue. On growth, Life360, Inc. posted the faster year-over-year revenue change (26.4% vs 4.1%). Over the past eight quarters, Life360, Inc.'s revenue compounded faster (36.6% CAGR vs 5.3%).
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.
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
LIF vs NNN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $146.0M | $240.4M |
| Net Profit | $129.7M | $94.0M |
| Gross Margin | 75.1% | — |
| Operating Margin | 6.1% | 61.0% |
| Net Margin | 88.8% | 39.1% |
| Revenue YoY | 26.4% | 4.1% |
| Net Profit YoY | 1425.9% | -2.6% |
| EPS (diluted) | $1.53 | $0.50 |
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 | — | $240.4M | ||
| Q4 25 | $146.0M | $238.4M | ||
| Q3 25 | $124.5M | $230.2M | ||
| Q2 25 | $115.4M | $226.8M | ||
| Q1 25 | $103.6M | $230.9M | ||
| Q4 24 | $115.5M | $218.5M | ||
| Q3 24 | $92.9M | $218.6M | ||
| Q2 24 | $84.9M | $216.8M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $129.7M | $96.0M | ||
| Q3 25 | $9.8M | $96.8M | ||
| Q2 25 | $7.0M | $100.5M | ||
| Q1 25 | $4.4M | $96.5M | ||
| Q4 24 | $8.5M | $97.9M | ||
| Q3 24 | $7.7M | $97.9M | ||
| Q2 24 | $-11.0M | $106.7M |
| Q1 26 | — | — | ||
| 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 26 | — | 61.0% | ||
| Q4 25 | 6.1% | 62.3% | ||
| Q3 25 | 4.6% | 64.0% | ||
| Q2 25 | 1.7% | 66.0% | ||
| Q1 25 | 2.1% | 62.3% | ||
| Q4 24 | 4.9% | 65.8% | ||
| Q3 24 | -5.3% | 65.7% | ||
| Q2 24 | -2.8% | 70.2% |
| Q1 26 | — | 39.1% | ||
| Q4 25 | 88.8% | 40.2% | ||
| Q3 25 | 7.9% | 42.1% | ||
| Q2 25 | 6.1% | 44.3% | ||
| Q1 25 | 4.2% | 41.8% | ||
| Q4 24 | 7.4% | 44.8% | ||
| Q3 24 | 8.3% | 44.8% | ||
| Q2 24 | -12.9% | 49.2% |
| Q1 26 | — | $0.50 | ||
| Q4 25 | $1.53 | $0.51 | ||
| Q3 25 | $0.11 | $0.51 | ||
| Q2 25 | $0.08 | $0.54 | ||
| Q1 25 | $0.05 | $0.51 | ||
| Q4 24 | $0.14 | $0.52 | ||
| Q3 24 | $0.09 | $0.53 | ||
| Q2 24 | $-0.15 | $0.58 |
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 | $4.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $548.2M | $4.4B |
| Total Assets | $959.7M | $9.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.6M | ||
| Q4 25 | $494.3M | $5.0M | ||
| Q3 25 | $455.7M | $157.9M | ||
| Q2 25 | $432.7M | $6.0M | ||
| Q1 25 | $168.9M | $5.1M | ||
| Q4 24 | $159.2M | $8.7M | ||
| Q3 24 | $159.0M | $173.5M | ||
| Q2 24 | $160.8M | $2.1M |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $548.2M | $4.4B | ||
| Q3 25 | $391.4M | $4.4B | ||
| Q2 25 | $366.7M | $4.4B | ||
| Q1 25 | $376.3M | $4.4B | ||
| Q4 24 | $358.5M | $4.4B | ||
| Q3 24 | $339.7M | $4.4B | ||
| Q2 24 | $326.7M | $4.2B |
| Q1 26 | — | $9.4B | ||
| Q4 25 | $959.7M | $9.4B | ||
| Q3 25 | $787.5M | $9.5B | ||
| Q2 25 | $753.6M | $9.1B | ||
| Q1 25 | $455.4M | $9.0B | ||
| Q4 24 | $441.6M | $8.9B | ||
| Q3 24 | $427.4M | $8.9B | ||
| Q2 24 | $405.9M | $8.7B |
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 | — |
| Free Cash FlowOCF − Capex | $36.6M | — |
| FCF MarginFCF / Revenue | 25.1% | — |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 0.28× | — |
| TTM Free Cash FlowTrailing 4 quarters | $86.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $36.8M | $667.1M | ||
| Q3 25 | $26.4M | $218.3M | ||
| Q2 25 | $13.3M | $119.4M | ||
| Q1 25 | $12.1M | $203.3M | ||
| Q4 24 | $12.3M | $635.5M | ||
| Q3 24 | $6.3M | $206.6M | ||
| Q2 24 | $3.3M | $120.5M |
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | — | ||
| Q3 25 | $25.6M | — | ||
| Q2 25 | $12.7M | — | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $11.2M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $3.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 25.1% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 11.5% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 3.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 6.95× | ||
| Q3 25 | 2.70× | 2.25× | ||
| Q2 25 | 1.90× | 1.19× | ||
| Q1 25 | 2.75× | 2.11× | ||
| Q4 24 | 1.45× | 6.49× | ||
| Q3 24 | 0.83× | 2.11× | ||
| Q2 24 | — | 1.13× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
