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Apellis Pharmaceuticals, Inc.（APLS）与Life360, Inc.（LIF）财务数据对比。点击上方公司名可切换其他公司
Apellis Pharmaceuticals, Inc.的季度营收约是Life360, Inc.的1.4倍（$199.9M vs $146.0M），Life360, Inc.净利率更高（88.8% vs -29.5%，领先118.3%），Life360, Inc.同比增速更快（26.4% vs -5.9%），Life360, Inc.自由现金流更多（$36.6M vs $-14.3M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 7.7%）
Apellis Pharmaceuticals是一家临床阶段生物制药企业，专注于开发调节补体系统的靶向疗法，适应症覆盖年龄相关性黄斑变性继发地图样萎缩等眼科疾病、罕见血液病及自身免疫性疾病，核心市场为美国及欧盟地区。
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。
APLS vs LIF — 直观对比
营收规模更大
APLS
是对方的1.4倍
$146.0M
营收增速更快
LIF
高出32.3%
-5.9%
净利率更高
LIF
高出118.3%
-29.5%
自由现金流更多
LIF
多$50.9M
$-14.3M
两年增速更快
LIF
近两年复合增速
7.7%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $199.9M | $146.0M |
| 净利润 | $-59.0M | $129.7M |
| 毛利率 | — | 75.1% |
| 营业利润率 | -25.6% | 6.1% |
| 净利率 | -29.5% | 88.8% |
| 营收同比 | -5.9% | 26.4% |
| 净利润同比 | -62.2% | 1425.9% |
| 每股收益（稀释后） | $-0.40 | $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APLSLIF
| Q4 25 | $199.9M | $146.0M | ||
| Q3 25 | $458.6M | $124.5M | ||
| Q2 25 | $178.5M | $115.4M | ||
| Q1 25 | $166.8M | $103.6M | ||
| Q4 24 | $212.5M | $115.5M | ||
| Q3 24 | $196.8M | $92.9M | ||
| Q2 24 | $199.7M | $84.9M | ||
| Q1 24 | $172.3M | $78.2M |
净利润APLSLIF
| Q4 25 | $-59.0M | $129.7M | ||
| Q3 25 | $215.7M | $9.8M | ||
| Q2 25 | $-42.2M | $7.0M | ||
| Q1 25 | $-92.2M | $4.4M | ||
| Q4 24 | $-36.4M | $8.5M | ||
| Q3 24 | $-57.4M | $7.7M | ||
| Q2 24 | $-37.7M | $-11.0M | ||
| Q1 24 | $-66.4M | $-9.8M |
毛利率APLSLIF
| 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 24 | — | 76.7% |
营业利润率APLSLIF
| Q4 25 | -25.6% | 6.1% | ||
| Q3 25 | 48.7% | 4.6% | ||
| Q2 25 | -18.6% | 1.7% | ||
| Q1 25 | -50.0% | 2.1% | ||
| Q4 24 | -12.3% | 4.9% | ||
| Q3 24 | -24.0% | -5.3% | ||
| Q2 24 | -14.7% | -2.8% | ||
| Q1 24 | -36.0% | -8.2% |
净利率APLSLIF
| Q4 25 | -29.5% | 88.8% | ||
| Q3 25 | 47.0% | 7.9% | ||
| Q2 25 | -23.6% | 6.1% | ||
| Q1 25 | -55.3% | 4.2% | ||
| Q4 24 | -17.1% | 7.4% | ||
| Q3 24 | -29.2% | 8.3% | ||
| Q2 24 | -18.9% | -12.9% | ||
| Q1 24 | -38.5% | -12.5% |
每股收益（稀释后）APLSLIF
| Q4 25 | $-0.40 | $1.53 | ||
| Q3 25 | $1.67 | $0.11 | ||
| Q2 25 | $-0.33 | $0.08 | ||
| Q1 25 | $-0.74 | $0.05 | ||
| Q4 24 | $-0.30 | $0.14 | ||
| Q3 24 | $-0.46 | $0.09 | ||
| Q2 24 | $-0.30 | $-0.15 | ||
| Q1 24 | $-0.54 | $-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 | $466.2M | $494.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $370.1M | $548.2M |
| 总资产 | $1.1B | $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APLSLIF
| Q4 25 | $466.2M | $494.3M | ||
| Q3 25 | $479.2M | $455.7M | ||
| Q2 25 | $370.0M | $432.7M | ||
| Q1 25 | $358.4M | $168.9M | ||
| Q4 24 | $411.3M | $159.2M | ||
| Q3 24 | $396.9M | $159.0M | ||
| Q2 24 | $360.1M | $160.8M | ||
| Q1 24 | $325.9M | $73.4M |
总债务APLSLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $93.1M | $5.2M |
股东权益APLSLIF
| Q4 25 | $370.1M | $548.2M | ||
| Q3 25 | $401.2M | $391.4M | ||
| Q2 25 | $156.3M | $366.7M | ||
| Q1 25 | $164.2M | $376.3M | ||
| Q4 24 | $228.5M | $358.5M | ||
| Q3 24 | $237.1M | $339.7M | ||
| Q2 24 | $264.3M | $326.7M | ||
| Q1 24 | $266.7M | $239.8M |
总资产APLSLIF
| Q4 25 | $1.1B | $959.7M | ||
| Q3 25 | $1.1B | $787.5M | ||
| Q2 25 | $821.4M | $753.6M | ||
| Q1 25 | $807.3M | $455.4M | ||
| Q4 24 | $885.1M | $441.6M | ||
| Q3 24 | $901.9M | $427.4M | ||
| Q2 24 | $904.5M | $405.9M | ||
| Q1 24 | $831.9M | $318.8M |
负债/权益比APLSLIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 0.35× | 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 | $-14.2M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $-14.3M | $36.6M |
| 自由现金流率自由现金流/营收 | -7.1% | 25.1% |
| 资本支出强度资本支出/营收 | 0.1% | 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 | $45.0M | $86.8M |
8季度趋势，按日历期对齐
经营现金流APLSLIF
| Q4 25 | $-14.2M | $36.8M | ||
| Q3 25 | $108.5M | $26.4M | ||
| Q2 25 | $4.4M | $13.3M | ||
| Q1 25 | $-53.4M | $12.1M | ||
| Q4 24 | $19.4M | $12.3M | ||
| Q3 24 | $34.1M | $6.3M | ||
| Q2 24 | $-8.3M | $3.3M | ||
| Q1 24 | $-133.0M | $10.7M |
自由现金流APLSLIF
| Q4 25 | $-14.3M | $36.6M | ||
| Q3 25 | $108.3M | $25.6M | ||
| Q2 25 | $4.4M | $12.7M | ||
| Q1 25 | $-53.4M | $11.9M | ||
| Q4 24 | $19.3M | $11.2M | ||
| Q3 24 | — | $6.3M | ||
| Q2 24 | $-8.4M | $3.2M | ||
| Q1 24 | $-133.3M | — |
自由现金流率APLSLIF
| Q4 25 | -7.1% | 25.1% | ||
| Q3 25 | 23.6% | 20.6% | ||
| Q2 25 | 2.5% | 11.0% | ||
| Q1 25 | -32.0% | 11.5% | ||
| Q4 24 | 9.1% | 9.7% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | -4.2% | 3.8% | ||
| Q1 24 | -77.3% | — |
资本支出强度APLSLIF
| Q4 25 | 0.1% | 0.2% | ||
| Q3 25 | 0.0% | 0.6% | ||
| Q2 25 | 0.0% | 0.6% | ||
| Q1 25 | 0.0% | 0.1% | ||
| Q4 24 | 0.0% | 1.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.0% | 0.1% | ||
| Q1 24 | 0.2% | 0.0% |
现金转化率APLSLIF
| Q4 25 | — | 0.28× | ||
| Q3 25 | 0.50× | 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
APLS
| Syfovre | $155.2M | 78% |
| Empaveli Pegcetacoplan | $35.1M | 18% |
| Licensing And Other Revenue | $9.6M | 5% |
LIF
暂无分部数据
