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南玻集团（CSGS）与Life360, Inc.（LIF）财务数据对比。点击上方公司名可切换其他公司
南玻集团的季度营收约是Life360, Inc.的2.2倍（$323.1M vs $146.0M）。Life360, Inc.净利率更高（88.8% vs 2.2%，领先86.7%）。Life360, Inc.同比增速更快（26.4% vs 2.0%）。南玻集团自由现金流更多（$55.8M vs $36.6M）。过去两年Life360, Inc.的营收复合增速更高（36.6% vs 4.6%）
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
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。
CSGS vs LIF — 直观对比
营收规模更大
CSGS
是对方的2.2倍
$146.0M
营收增速更快
LIF
高出24.3%
2.0%
净利率更高
LIF
高出86.7%
2.2%
自由现金流更多
CSGS
多$19.2M
$36.6M
两年增速更快
LIF
近两年复合增速
4.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $323.1M | $146.0M |
| 净利润 | $7.0M | $129.7M |
| 毛利率 | 50.0% | 75.1% |
| 营业利润率 | 9.0% | 6.1% |
| 净利率 | 2.2% | 88.8% |
| 营收同比 | 2.0% | 26.4% |
| 净利润同比 | -79.7% | 1425.9% |
| 每股收益（稀释后） | $0.24 | $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CSGSLIF
| Q4 25 | $323.1M | $146.0M | ||
| Q3 25 | $303.6M | $124.5M | ||
| Q2 25 | $297.1M | $115.4M | ||
| Q1 25 | $299.5M | $103.6M | ||
| Q4 24 | $316.7M | $115.5M | ||
| Q3 24 | $295.1M | $92.9M | ||
| Q2 24 | $290.3M | $84.9M | ||
| Q1 24 | $295.1M | $78.2M |
净利润CSGSLIF
| Q4 25 | $7.0M | $129.7M | ||
| Q3 25 | $20.5M | $9.8M | ||
| Q2 25 | $12.3M | $7.0M | ||
| Q1 25 | $16.1M | $4.4M | ||
| Q4 24 | $34.5M | $8.5M | ||
| Q3 24 | $19.1M | $7.7M | ||
| Q2 24 | $13.8M | $-11.0M | ||
| Q1 24 | $19.5M | $-9.8M |
毛利率CSGSLIF
| Q4 25 | 50.0% | 75.1% | ||
| Q3 25 | 48.1% | 78.0% | ||
| Q2 25 | 49.5% | 78.4% | ||
| Q1 25 | 48.4% | 80.6% | ||
| Q4 24 | 51.3% | 74.0% | ||
| Q3 24 | 49.4% | 75.4% | ||
| Q2 24 | 47.3% | 75.0% | ||
| Q1 24 | 46.5% | 76.7% |
营业利润率CSGSLIF
| Q4 25 | 9.0% | 6.1% | ||
| Q3 25 | 10.0% | 4.6% | ||
| Q2 25 | 10.0% | 1.7% | ||
| Q1 25 | 9.8% | 2.1% | ||
| Q4 24 | 13.4% | 4.9% | ||
| Q3 24 | 10.8% | -5.3% | ||
| Q2 24 | 8.8% | -2.8% | ||
| Q1 24 | 10.8% | -8.2% |
净利率CSGSLIF
| Q4 25 | 2.2% | 88.8% | ||
| Q3 25 | 6.7% | 7.9% | ||
| Q2 25 | 4.1% | 6.1% | ||
| Q1 25 | 5.4% | 4.2% | ||
| Q4 24 | 10.9% | 7.4% | ||
| Q3 24 | 6.5% | 8.3% | ||
| Q2 24 | 4.8% | -12.9% | ||
| Q1 24 | 6.6% | -12.5% |
每股收益（稀释后）CSGSLIF
| Q4 25 | $0.24 | $1.53 | ||
| Q3 25 | $0.73 | $0.11 | ||
| Q2 25 | $0.44 | $0.08 | ||
| Q1 25 | $0.57 | $0.05 | ||
| Q4 24 | $1.20 | $0.14 | ||
| Q3 24 | $0.67 | $0.09 | ||
| Q2 24 | $0.48 | $-0.15 | ||
| Q1 24 | $0.68 | $-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 | $180.0M | $494.3M |
| 总债务越低越好 | $539.5M | — |
| 股东权益账面价值 | $283.7M | $548.2M |
| 总资产 | $1.5B | $959.7M |
| 负债/权益比越低杠杆越低 | 1.90× | — |
8季度趋势，按日历期对齐
现金及短期投资CSGSLIF
| Q4 25 | $180.0M | $494.3M | ||
| Q3 25 | $158.4M | $455.7M | ||
| Q2 25 | $145.9M | $432.7M | ||
| Q1 25 | $136.0M | $168.9M | ||
| Q4 24 | $161.8M | $159.2M | ||
| Q3 24 | $118.4M | $159.0M | ||
| Q2 24 | $110.4M | $160.8M | ||
| Q1 24 | $120.8M | $73.4M |
总债务CSGSLIF
| Q4 25 | $539.5M | — | ||
| Q3 25 | $538.6M | — | ||
| Q2 25 | $537.8M | — | ||
| Q1 25 | $537.6M | — | ||
| Q4 24 | $538.5M | — | ||
| Q3 24 | $539.5M | — | ||
| Q2 24 | $540.5M | — | ||
| Q1 24 | $541.5M | $5.2M |
股东权益CSGSLIF
| Q4 25 | $283.7M | $548.2M | ||
| Q3 25 | $289.5M | $391.4M | ||
| Q2 25 | $290.7M | $366.7M | ||
| Q1 25 | $283.1M | $376.3M | ||
| Q4 24 | $282.6M | $358.5M | ||
| Q3 24 | $288.4M | $339.7M | ||
| Q2 24 | $273.3M | $326.7M | ||
| Q1 24 | $269.3M | $239.8M |
总资产CSGSLIF
| Q4 25 | $1.5B | $959.7M | ||
| Q3 25 | $1.5B | $787.5M | ||
| Q2 25 | $1.4B | $753.6M | ||
| Q1 25 | $1.4B | $455.4M | ||
| Q4 24 | $1.5B | $441.6M | ||
| Q3 24 | $1.4B | $427.4M | ||
| Q2 24 | $1.4B | $405.9M | ||
| Q1 24 | $1.3B | $318.8M |
负债/权益比CSGSLIF
| Q4 25 | 1.90× | — | ||
| Q3 25 | 1.86× | — | ||
| Q2 25 | 1.85× | — | ||
| Q1 25 | 1.90× | — | ||
| Q4 24 | 1.91× | — | ||
| Q3 24 | 1.87× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 2.01× | 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 | $59.2M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $55.8M | $36.6M |
| 自由现金流率自由现金流/营收 | 17.3% | 25.1% |
| 资本支出强度资本支出/营收 | 1.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 8.46× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $141.4M | $86.8M |
8季度趋势，按日历期对齐
经营现金流CSGSLIF
| Q4 25 | $59.2M | $36.8M | ||
| Q3 25 | $47.9M | $26.4M | ||
| Q2 25 | $37.3M | $13.3M | ||
| Q1 25 | $11.5M | $12.1M | ||
| Q4 24 | $82.5M | $12.3M | ||
| Q3 24 | $39.5M | $6.3M | ||
| Q2 24 | $43.1M | $3.3M | ||
| Q1 24 | $-29.4M | $10.7M |
自由现金流CSGSLIF
| Q4 25 | $55.8M | $36.6M | ||
| Q3 25 | $43.9M | $25.6M | ||
| Q2 25 | $34.6M | $12.7M | ||
| Q1 25 | $7.1M | $11.9M | ||
| Q4 24 | $76.6M | $11.2M | ||
| Q3 24 | $32.0M | $6.3M | ||
| Q2 24 | $38.8M | $3.2M | ||
| Q1 24 | $-34.1M | — |
自由现金流率CSGSLIF
| Q4 25 | 17.3% | 25.1% | ||
| Q3 25 | 14.5% | 20.6% | ||
| Q2 25 | 11.6% | 11.0% | ||
| Q1 25 | 2.4% | 11.5% | ||
| Q4 24 | 24.2% | 9.7% | ||
| Q3 24 | 10.8% | 6.8% | ||
| Q2 24 | 13.4% | 3.8% | ||
| Q1 24 | -11.6% | — |
资本支出强度CSGSLIF
| Q4 25 | 1.1% | 0.2% | ||
| Q3 25 | 1.3% | 0.6% | ||
| Q2 25 | 0.9% | 0.6% | ||
| Q1 25 | 1.5% | 0.1% | ||
| Q4 24 | 1.9% | 1.0% | ||
| Q3 24 | 2.5% | 0.0% | ||
| Q2 24 | 1.5% | 0.1% | ||
| Q1 24 | 1.6% | 0.0% |
现金转化率CSGSLIF
| Q4 25 | 8.46× | 0.28× | ||
| Q3 25 | 2.34× | 2.70× | ||
| Q2 25 | 3.04× | 1.90× | ||
| Q1 25 | 0.71× | 2.75× | ||
| Q4 24 | 2.39× | 1.45× | ||
| Q3 24 | 2.07× | 0.83× | ||
| Q2 24 | 3.12× | — | ||
| Q1 24 | -1.51× | — |
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
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
LIF
暂无分部数据
