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Forestar Group Inc.(FOR)与Life360, Inc.(LIF)财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是Life360, Inc.的1.9倍($273.0M vs $146.0M),Life360, Inc.净利率更高(88.8% vs 5.6%,领先83.2%),Life360, Inc.同比增速更快(26.4% vs 9.0%),Life360, Inc.自由现金流更多($36.6M vs $-157.1M),过去两年Life360, Inc.的营收复合增速更高(36.6% vs -9.6%)
福雷斯特集团是一家住宅地块开发企业,总部位于得克萨斯州阿灵顿,业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内,该公司交付了11518块住宅地块,目前在纽约证券交易所上市,自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
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。
FOR vs LIF — 直观对比
营收规模更大
FOR
是对方的1.9倍
$146.0M
营收增速更快
LIF
高出17.3%
9.0%
净利率更高
LIF
高出83.2%
5.6%
自由现金流更多
LIF
多$193.7M
$-157.1M
两年增速更快
LIF
近两年复合增速
-9.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $273.0M | $146.0M |
| 净利润 | $15.4M | $129.7M |
| 毛利率 | 20.1% | 75.1% |
| 营业利润率 | 7.6% | 6.1% |
| 净利率 | 5.6% | 88.8% |
| 营收同比 | 9.0% | 26.4% |
| 净利润同比 | -6.7% | 1425.9% |
| 每股收益(稀释后) | $0.30 | $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
FOR
LIF
| Q4 25 | $273.0M | $146.0M | ||
| Q3 25 | $670.5M | $124.5M | ||
| Q2 25 | $390.5M | $115.4M | ||
| Q1 25 | $351.0M | $103.6M | ||
| Q4 24 | $250.4M | $115.5M | ||
| Q3 24 | $551.3M | $92.9M | ||
| Q2 24 | $318.4M | $84.9M | ||
| Q1 24 | $333.8M | $78.2M |
净利润
FOR
LIF
| Q4 25 | $15.4M | $129.7M | ||
| Q3 25 | $86.9M | $9.8M | ||
| Q2 25 | $32.9M | $7.0M | ||
| Q1 25 | $31.6M | $4.4M | ||
| Q4 24 | $16.5M | $8.5M | ||
| Q3 24 | $81.5M | $7.7M | ||
| Q2 24 | $38.7M | $-11.0M | ||
| Q1 24 | $45.0M | $-9.8M |
毛利率
FOR
LIF
| Q4 25 | 20.1% | 75.1% | ||
| Q3 25 | 22.3% | 78.0% | ||
| Q2 25 | 20.4% | 78.4% | ||
| Q1 25 | 22.6% | 80.6% | ||
| Q4 24 | 22.0% | 74.0% | ||
| Q3 24 | 23.9% | 75.4% | ||
| Q2 24 | 22.5% | 75.0% | ||
| Q1 24 | 24.9% | 76.7% |
营业利润率
FOR
LIF
| Q4 25 | 7.6% | 6.1% | ||
| Q3 25 | 16.9% | 4.6% | ||
| Q2 25 | 11.2% | 1.7% | ||
| Q1 25 | 11.6% | 2.1% | ||
| Q4 24 | 8.7% | 4.9% | ||
| Q3 24 | 19.7% | -5.3% | ||
| Q2 24 | 16.2% | -2.8% | ||
| Q1 24 | 17.6% | -8.2% |
净利率
FOR
LIF
| Q4 25 | 5.6% | 88.8% | ||
| Q3 25 | 13.0% | 7.9% | ||
| Q2 25 | 8.4% | 6.1% | ||
| Q1 25 | 9.0% | 4.2% | ||
| Q4 24 | 6.6% | 7.4% | ||
| Q3 24 | 14.8% | 8.3% | ||
| Q2 24 | 12.2% | -12.9% | ||
| Q1 24 | 13.5% | -12.5% |
每股收益(稀释后)
FOR
LIF
| Q4 25 | $0.30 | $1.53 | ||
| Q3 25 | $1.70 | $0.11 | ||
| Q2 25 | $0.65 | $0.08 | ||
| Q1 25 | $0.62 | $0.05 | ||
| Q4 24 | $0.32 | $0.14 | ||
| Q3 24 | $1.59 | $0.09 | ||
| Q2 24 | $0.76 | $-0.15 | ||
| Q1 24 | $0.89 | $-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 | $211.7M | $494.3M |
| 总债务越低越好 | $793.2M | — |
| 股东权益账面价值 | $1.8B | $548.2M |
| 总资产 | $3.2B | $959.7M |
| 负债/权益比越低杠杆越低 | 0.44× | — |
8季度趋势,按日历期对齐
现金及短期投资
FOR
LIF
| Q4 25 | $211.7M | $494.3M | ||
| Q3 25 | $379.2M | $455.7M | ||
| Q2 25 | $189.2M | $432.7M | ||
| Q1 25 | $174.3M | $168.9M | ||
| Q4 24 | $132.0M | $159.2M | ||
| Q3 24 | $481.2M | $159.0M | ||
| Q2 24 | $359.2M | $160.8M | ||
| Q1 24 | $416.2M | $73.4M |
总债务
FOR
LIF
| Q4 25 | $793.2M | — | ||
| Q3 25 | $802.7M | — | ||
| Q2 25 | $872.8M | — | ||
| Q1 25 | $872.5M | — | ||
| Q4 24 | $806.8M | — | ||
| Q3 24 | $706.4M | — | ||
| Q2 24 | $706.1M | — | ||
| Q1 24 | $705.7M | $5.2M |
股东权益
FOR
LIF
| Q4 25 | $1.8B | $548.2M | ||
| Q3 25 | $1.8B | $391.4M | ||
| Q2 25 | $1.7B | $366.7M | ||
| Q1 25 | $1.6B | $376.3M | ||
| Q4 24 | $1.6B | $358.5M | ||
| Q3 24 | $1.6B | $339.7M | ||
| Q2 24 | $1.5B | $326.7M | ||
| Q1 24 | $1.5B | $239.8M |
总资产
FOR
LIF
| Q4 25 | $3.2B | $959.7M | ||
| Q3 25 | $3.1B | $787.5M | ||
| Q2 25 | $3.1B | $753.6M | ||
| Q1 25 | $3.0B | $455.4M | ||
| Q4 24 | $3.0B | $441.6M | ||
| Q3 24 | $2.8B | $427.4M | ||
| Q2 24 | $2.7B | $405.9M | ||
| Q1 24 | $2.6B | $318.8M |
负债/权益比
FOR
LIF
| Q4 25 | 0.44× | — | ||
| Q3 25 | 0.45× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.53× | — | ||
| Q4 24 | 0.50× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.47× | — | ||
| Q1 24 | 0.48× | 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 | $-157.0M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $-157.1M | $36.6M |
| 自由现金流率自由现金流/营收 | -57.5% | 25.1% |
| 资本支出强度资本支出/营收 | 0.0% | 0.2% |
| 现金转化率经营现金流/净利润 | -10.19× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $93.0M | $86.8M |
8季度趋势,按日历期对齐
经营现金流
FOR
LIF
| Q4 25 | $-157.0M | $36.8M | ||
| Q3 25 | $256.3M | $26.4M | ||
| Q2 25 | $15.8M | $13.3M | ||
| Q1 25 | $-19.8M | $12.1M | ||
| Q4 24 | $-450.0M | $12.3M | ||
| Q3 24 | $119.2M | $6.3M | ||
| Q2 24 | $-61.7M | $3.3M | ||
| Q1 24 | $-59.2M | $10.7M |
自由现金流
FOR
LIF
| Q4 25 | $-157.1M | $36.6M | ||
| Q3 25 | $255.6M | $25.6M | ||
| Q2 25 | $15.0M | $12.7M | ||
| Q1 25 | $-20.5M | $11.9M | ||
| Q4 24 | — | $11.2M | ||
| Q3 24 | $118.4M | $6.3M | ||
| Q2 24 | $-62.3M | $3.2M | ||
| Q1 24 | $-59.8M | — |
自由现金流率
FOR
LIF
| Q4 25 | -57.5% | 25.1% | ||
| Q3 25 | 38.1% | 20.6% | ||
| Q2 25 | 3.8% | 11.0% | ||
| Q1 25 | -5.8% | 11.5% | ||
| Q4 24 | — | 9.7% | ||
| Q3 24 | 21.5% | 6.8% | ||
| Q2 24 | -19.6% | 3.8% | ||
| Q1 24 | -17.9% | — |
资本支出强度
FOR
LIF
| Q4 25 | 0.0% | 0.2% | ||
| Q3 25 | 0.1% | 0.6% | ||
| Q2 25 | 0.2% | 0.6% | ||
| Q1 25 | 0.2% | 0.1% | ||
| Q4 24 | 0.0% | 1.0% | ||
| Q3 24 | 0.1% | 0.0% | ||
| Q2 24 | 0.2% | 0.1% | ||
| Q1 24 | 0.2% | 0.0% |
现金转化率
FOR
LIF
| Q4 25 | -10.19× | 0.28× | ||
| Q3 25 | 2.95× | 2.70× | ||
| Q2 25 | 0.48× | 1.90× | ||
| Q1 25 | -0.63× | 2.75× | ||
| Q4 24 | -27.27× | 1.45× | ||
| Q3 24 | 1.46× | 0.83× | ||
| Q2 24 | -1.59× | — | ||
| Q1 24 | -1.32× | — |
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
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
LIF
暂无分部数据