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Applied Digital Corp.（APLD）与Life360, Inc.（LIF）财务数据对比。点击上方公司名可切换其他公司
Life360, Inc.的季度营收约是Applied Digital Corp.的1.2倍（$146.0M vs $126.6M）。Life360, Inc.净利率更高（88.8% vs -11.4%，领先100.2%）。Applied Digital Corp.同比增速更快（98.2% vs 26.4%）。Life360, Inc.自由现金流更多（$36.6M vs $-567.9M）。过去两年Applied Digital Corp.的营收复合增速更高（70.9% vs 36.6%）
BAE系统旗下的国际防务与安全技术企业，专注于提供数字化解决方案，支持客户快速开展数据驱动决策，服务覆盖执法机构、国家安全部门、政府单位、关键基础设施运营商、电信企业、军方及航天领域。
Life360是一家主打家庭安全与互联服务的科技企业，核心产品涵盖实时位置共享、紧急求助预警、驾驶行为分析及身份防盗保护服务，主要面向北美、欧洲、亚太消费市场，营收大多来自其分级付费订阅套餐。
APLD vs LIF — 直观对比
营收规模更大
LIF
是对方的1.2倍
$126.6M
营收增速更快
APLD
高出71.8%
26.4%
净利率更高
LIF
高出100.2%
-11.4%
自由现金流更多
LIF
多$604.5M
$-567.9M
两年增速更快
APLD
近两年复合增速
36.6%
损益表 — Q2 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $126.6M | $146.0M |
| 净利润 | $-14.4M | $129.7M |
| 毛利率 | 20.6% | 75.1% |
| 营业利润率 | -24.5% | 6.1% |
| 净利率 | -11.4% | 88.8% |
| 营收同比 | 98.2% | 26.4% |
| 净利润同比 | 89.6% | 1425.9% |
| 每股收益（稀释后） | $-0.07 | $1.53 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收APLDLIF
| Q4 25 | $126.6M | $146.0M | ||
| Q3 25 | $64.2M | $124.5M | ||
| Q2 25 | $-33.3M | $115.4M | ||
| Q1 25 | $52.9M | $103.6M | ||
| Q4 24 | $63.9M | $115.5M | ||
| Q3 24 | $60.7M | $92.9M | ||
| Q2 24 | $43.7M | $84.9M | ||
| Q1 24 | $43.3M | $78.2M |
净利润APLDLIF
| Q4 25 | $-14.4M | $129.7M | ||
| Q3 25 | $-16.9M | $9.8M | ||
| Q2 25 | $-52.5M | $7.0M | ||
| Q1 25 | $-35.6M | $4.4M | ||
| Q4 24 | $-138.7M | $8.5M | ||
| Q3 24 | $-4.2M | $7.7M | ||
| Q2 24 | $-64.5M | $-11.0M | ||
| Q1 24 | $-62.8M | $-9.8M |
毛利率APLDLIF
| Q4 25 | 20.6% | 75.1% | ||
| Q3 25 | 13.4% | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | 7.1% | 80.6% | ||
| Q4 24 | 18.0% | 74.0% | ||
| Q3 24 | -0.6% | 75.4% | ||
| Q2 24 | -9.1% | 75.0% | ||
| Q1 24 | -8.6% | 76.7% |
营业利润率APLDLIF
| Q4 25 | -24.5% | 6.1% | ||
| Q3 25 | -34.7% | 4.6% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | -35.8% | 2.1% | ||
| Q4 24 | -29.1% | 4.9% | ||
| Q3 24 | 15.6% | -5.3% | ||
| Q2 24 | -68.4% | -2.8% | ||
| Q1 24 | -128.8% | -8.2% |
净利率APLDLIF
| Q4 25 | -11.4% | 88.8% | ||
| Q3 25 | -26.4% | 7.9% | ||
| Q2 25 | 157.8% | 6.1% | ||
| Q1 25 | -67.2% | 4.2% | ||
| Q4 24 | -217.2% | 7.4% | ||
| Q3 24 | -7.0% | 8.3% | ||
| Q2 24 | -147.5% | -12.9% | ||
| Q1 24 | -145.0% | -12.5% |
每股收益（稀释后）APLDLIF
| Q4 25 | $-0.07 | $1.53 | ||
| Q3 25 | $-0.07 | $0.11 | ||
| Q2 25 | $-0.31 | $0.08 | ||
| Q1 25 | $-0.16 | $0.05 | ||
| Q4 24 | $-0.66 | $0.14 | ||
| Q3 24 | $-0.03 | $0.09 | ||
| Q2 24 | $-0.57 | $-0.15 | ||
| Q1 24 | $-0.52 | $-0.14 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $1.9B | $494.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $1.4B | $548.2M |
| 总资产 | $5.2B | $959.7M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资APLDLIF
| Q4 25 | $1.9B | $494.3M | ||
| Q3 25 | $73.9M | $455.7M | ||
| Q2 25 | $41.6M | $432.7M | ||
| Q1 25 | $68.7M | $168.9M | ||
| Q4 24 | $286.2M | $159.2M | ||
| Q3 24 | $58.2M | $159.0M | ||
| Q2 24 | $3.3M | $160.8M | ||
| Q1 24 | $4.4M | $73.4M |
总债务APLDLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
股东权益APLDLIF
| Q4 25 | $1.4B | $548.2M | ||
| Q3 25 | $1.0B | $391.4M | ||
| Q2 25 | $497.7M | $366.7M | ||
| Q1 25 | $454.6M | $376.3M | ||
| Q4 24 | $434.6M | $358.5M | ||
| Q3 24 | $241.8M | $339.7M | ||
| Q2 24 | $124.8M | $326.7M | ||
| Q1 24 | $118.5M | $239.8M |
总资产APLDLIF
| Q4 25 | $5.2B | $959.7M | ||
| Q3 25 | $2.4B | $787.5M | ||
| Q2 25 | $1.9B | $753.6M | ||
| Q1 25 | $1.7B | $455.4M | ||
| Q4 24 | $1.5B | $441.6M | ||
| Q3 24 | $937.7M | $427.4M | ||
| Q2 24 | $762.9M | $405.9M | ||
| Q1 24 | $643.2M | $318.8M |
负债/权益比APLDLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-15.8M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $-567.9M | $36.6M |
| 自由现金流率自由现金流/营收 | -448.6% | 25.1% |
| 资本支出强度资本支出/营收 | 436.1% | 0.2% |
| 现金转化率经营现金流/净利润 | — | 0.28× |
| 过去12个月自由现金流最近4个季度 | $-1.3B | $86.8M |
8季度趋势，按日历期对齐
经营现金流APLDLIF
| Q4 25 | $-15.8M | $36.8M | ||
| Q3 25 | $-82.0M | $26.4M | ||
| Q2 25 | $6.9M | $13.3M | ||
| Q1 25 | $5.9M | $12.1M | ||
| Q4 24 | $-52.3M | $12.3M | ||
| Q3 24 | $-75.9M | $6.3M | ||
| Q2 24 | $-34.1M | $3.3M | ||
| Q1 24 | $38.8M | $10.7M |
自由现金流APLDLIF
| Q4 25 | $-567.9M | $36.6M | ||
| Q3 25 | $-331.4M | $25.6M | ||
| Q2 25 | $-191.4M | $12.7M | ||
| Q1 25 | $-251.6M | $11.9M | ||
| Q4 24 | $-223.3M | $11.2M | ||
| Q3 24 | $-130.7M | $6.3M | ||
| Q2 24 | $-88.9M | $3.2M | ||
| Q1 24 | $-2.3M | — |
自由现金流率APLDLIF
| Q4 25 | -448.6% | 25.1% | ||
| Q3 25 | -516.1% | 20.6% | ||
| Q2 25 | 574.8% | 11.0% | ||
| Q1 25 | -475.4% | 11.5% | ||
| Q4 24 | -349.6% | 9.7% | ||
| Q3 24 | -215.3% | 6.8% | ||
| Q2 24 | -203.5% | 3.8% | ||
| Q1 24 | -5.4% | — |
资本支出强度APLDLIF
| Q4 25 | 436.1% | 0.2% | ||
| Q3 25 | 388.4% | 0.6% | ||
| Q2 25 | -595.4% | 0.6% | ||
| Q1 25 | 486.6% | 0.1% | ||
| Q4 24 | 267.8% | 1.0% | ||
| Q3 24 | 90.3% | 0.0% | ||
| Q2 24 | 125.4% | 0.1% | ||
| Q1 24 | 95.0% | 0.0% |
现金转化率APLDLIF
| 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 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
LIF
暂无分部数据
