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IBEX Ltd(IBEX)与Life360, Inc.(LIF)财务数据对比。点击上方公司名可切换其他公司
IBEX Ltd的季度营收约是Life360, Inc.的1.1倍($164.2M vs $146.0M),Life360, Inc.净利率更高(88.8% vs 7.4%,领先81.4%),Life360, Inc.同比增速更快(26.4% vs 16.7%),Life360, Inc.自由现金流更多($36.6M vs $-5.1M),过去两年Life360, Inc.的营收复合增速更高(36.6% vs 13.8%)
IBEX 35是西班牙主要交易所马德里证券交易所的基准股票指数,该指数始创于1992年,由西班牙证券市场集团BME旗下的交易所公司负责计算与管理。它以市值加权编制,涵盖马德里证券交易所流动性最高的35只西班牙股票,每年进行两次成分股调整。
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。
IBEX vs LIF — 直观对比
营收规模更大
IBEX
是对方的1.1倍
$146.0M
营收增速更快
LIF
高出9.6%
16.7%
净利率更高
LIF
高出81.4%
7.4%
自由现金流更多
LIF
多$41.7M
$-5.1M
两年增速更快
LIF
近两年复合增速
13.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $164.2M | $146.0M |
| 净利润 | $12.2M | $129.7M |
| 毛利率 | — | 75.1% |
| 营业利润率 | 9.3% | 6.1% |
| 净利率 | 7.4% | 88.8% |
| 营收同比 | 16.7% | 26.4% |
| 净利润同比 | 31.8% | 1425.9% |
| 每股收益(稀释后) | $0.83 | $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
IBEX
LIF
| Q4 25 | $164.2M | $146.0M | ||
| Q3 25 | $151.2M | $124.5M | ||
| Q2 25 | $147.1M | $115.4M | ||
| Q1 25 | $140.7M | $103.6M | ||
| Q4 24 | $140.7M | $115.5M | ||
| Q3 24 | $129.7M | $92.9M | ||
| Q2 24 | $124.5M | $84.9M | ||
| Q1 24 | $126.8M | $78.2M |
净利润
IBEX
LIF
| Q4 25 | $12.2M | $129.7M | ||
| Q3 25 | $12.0M | $9.8M | ||
| Q2 25 | $9.6M | $7.0M | ||
| Q1 25 | $10.5M | $4.4M | ||
| Q4 24 | $9.3M | $8.5M | ||
| Q3 24 | $7.5M | $7.7M | ||
| Q2 24 | $9.8M | $-11.0M | ||
| Q1 24 | $10.3M | $-9.8M |
毛利率
IBEX
LIF
| 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
IBEX
LIF
| Q4 25 | 9.3% | 6.1% | ||
| Q3 25 | 9.1% | 4.6% | ||
| Q2 25 | 8.3% | 1.7% | ||
| Q1 25 | 9.5% | 2.1% | ||
| Q4 24 | 8.5% | 4.9% | ||
| Q3 24 | 7.0% | -5.3% | ||
| Q2 24 | 10.3% | -2.8% | ||
| Q1 24 | 8.9% | -8.2% |
净利率
IBEX
LIF
| Q4 25 | 7.4% | 88.8% | ||
| Q3 25 | 8.0% | 7.9% | ||
| Q2 25 | 6.5% | 6.1% | ||
| Q1 25 | 7.4% | 4.2% | ||
| Q4 24 | 6.6% | 7.4% | ||
| Q3 24 | 5.8% | 8.3% | ||
| Q2 24 | 7.9% | -12.9% | ||
| Q1 24 | 8.1% | -12.5% |
每股收益(稀释后)
IBEX
LIF
| Q4 25 | $0.83 | $1.53 | ||
| Q3 25 | $0.82 | $0.11 | ||
| Q2 25 | $0.63 | $0.08 | ||
| Q1 25 | $0.73 | $0.05 | ||
| Q4 24 | $0.57 | $0.14 | ||
| Q3 24 | $0.43 | $0.09 | ||
| Q2 24 | $0.55 | $-0.15 | ||
| Q1 24 | $0.57 | $-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 | $15.5M | $494.3M |
| 总债务越低越好 | $594.0K | — |
| 股东权益账面价值 | $154.5M | $548.2M |
| 总资产 | $295.8M | $959.7M |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势,按日历期对齐
现金及短期投资
IBEX
LIF
| Q4 25 | $15.5M | $494.3M | ||
| Q3 25 | $22.7M | $455.7M | ||
| Q2 25 | $15.3M | $432.7M | ||
| Q1 25 | $13.0M | $168.9M | ||
| Q4 24 | $20.2M | $159.2M | ||
| Q3 24 | $62.3M | $159.0M | ||
| Q2 24 | $62.7M | $160.8M | ||
| Q1 24 | $50.7M | $73.4M |
总债务
IBEX
LIF
| Q4 25 | $594.0K | — | ||
| Q3 25 | $726.0K | — | ||
| Q2 25 | $796.0K | — | ||
| Q1 25 | $735.0K | — | ||
| Q4 24 | $695.0K | — | ||
| Q3 24 | $802.0K | — | ||
| Q2 24 | $867.0K | — | ||
| Q1 24 | $820.0K | $5.2M |
股东权益
IBEX
LIF
| Q4 25 | $154.5M | $548.2M | ||
| Q3 25 | $143.6M | $391.4M | ||
| Q2 25 | $134.3M | $366.7M | ||
| Q1 25 | $124.2M | $376.3M | ||
| Q4 24 | $108.9M | $358.5M | ||
| Q3 24 | $171.1M | $339.7M | ||
| Q2 24 | $165.8M | $326.7M | ||
| Q1 24 | $159.3M | $239.8M |
总资产
IBEX
LIF
| Q4 25 | $295.8M | $959.7M | ||
| Q3 25 | $283.9M | $787.5M | ||
| Q2 25 | $273.2M | $753.6M | ||
| Q1 25 | $274.7M | $455.4M | ||
| Q4 24 | $272.5M | $441.6M | ||
| Q3 24 | $306.3M | $427.4M | ||
| Q2 24 | $293.9M | $405.9M | ||
| Q1 24 | $289.6M | $318.8M |
负债/权益比
IBEX
LIF
| Q4 25 | 0.00× | — | ||
| Q3 25 | 0.01× | — | ||
| Q2 25 | 0.01× | — | ||
| Q1 25 | 0.01× | — | ||
| Q4 24 | 0.01× | — | ||
| Q3 24 | 0.00× | — | ||
| Q2 24 | 0.01× | — | ||
| Q1 24 | 0.01× | 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 | $6.6M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $-5.1M | $36.6M |
| 自由现金流率自由现金流/营收 | -3.1% | 25.1% |
| 资本支出强度资本支出/营收 | 7.1% | 0.2% |
| 现金转化率经营现金流/净利润 | 0.54× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $29.3M | $86.8M |
8季度趋势,按日历期对齐
经营现金流
IBEX
LIF
| Q4 25 | $6.6M | $36.8M | ||
| Q3 25 | $15.7M | $26.4M | ||
| Q2 25 | $27.9M | $13.3M | ||
| Q1 25 | $8.8M | $12.1M | ||
| Q4 24 | $1.1M | $12.3M | ||
| Q3 24 | $7.8M | $6.3M | ||
| Q2 24 | $17.4M | $3.3M | ||
| Q1 24 | $11.4M | $10.7M |
自由现金流
IBEX
LIF
| Q4 25 | $-5.1M | $36.6M | ||
| Q3 25 | $8.0M | $25.6M | ||
| Q2 25 | $22.8M | $12.7M | ||
| Q1 25 | $3.6M | $11.9M | ||
| Q4 24 | $-3.2M | $11.2M | ||
| Q3 24 | $4.1M | $6.3M | ||
| Q2 24 | $15.2M | $3.2M | ||
| Q1 24 | $9.7M | — |
自由现金流率
IBEX
LIF
| Q4 25 | -3.1% | 25.1% | ||
| Q3 25 | 5.3% | 20.6% | ||
| Q2 25 | 15.5% | 11.0% | ||
| Q1 25 | 2.5% | 11.5% | ||
| Q4 24 | -2.3% | 9.7% | ||
| Q3 24 | 3.2% | 6.8% | ||
| Q2 24 | 12.2% | 3.8% | ||
| Q1 24 | 7.7% | — |
资本支出强度
IBEX
LIF
| Q4 25 | 7.1% | 0.2% | ||
| Q3 25 | 5.1% | 0.6% | ||
| Q2 25 | 3.5% | 0.6% | ||
| Q1 25 | 3.7% | 0.1% | ||
| Q4 24 | 3.1% | 1.0% | ||
| Q3 24 | 2.8% | 0.0% | ||
| Q2 24 | 1.8% | 0.1% | ||
| Q1 24 | 1.3% | 0.0% |
现金转化率
IBEX
LIF
| Q4 25 | 0.54× | 0.28× | ||
| Q3 25 | 1.30× | 2.70× | ||
| Q2 25 | 2.91× | 1.90× | ||
| Q1 25 | 0.84× | 2.75× | ||
| Q4 24 | 0.12× | 1.45× | ||
| Q3 24 | 1.03× | 0.83× | ||
| Q2 24 | 1.77× | — | ||
| Q1 24 | 1.11× | — |
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
IBEX
| Transferred Over Time | $147.1M | 90% |
| Transferred At Point In Time | $17.1M | 10% |
LIF
暂无分部数据