vs
Liberty Broadband Corp（LBRDA）与Life360, Inc.（LIF）财务数据对比。点击上方公司名可切换其他公司
Liberty Broadband Corp的季度营收约是Life360, Inc.的1.8倍（$261.0M vs $146.0M），Liberty Broadband Corp净利率更高（146.7% vs 88.8%，领先57.9%），Life360, Inc.同比增速更快（26.4% vs 6.1%），Liberty Broadband Corp自由现金流更多（$37.0M vs $36.6M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 4.3%）
本公司是一家覆盖英、荷、美三地的跨国电信企业，注册地为百慕大，在伦敦、阿姆斯特丹、丹佛设有总部，旗下拥有多家对应司法辖区的运营主体，其中英国主体为公开上市实体，2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
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。
LBRDA vs LIF — 直观对比
营收规模更大
LBRDA
是对方的1.8倍
$146.0M
营收增速更快
LIF
高出20.3%
6.1%
净利率更高
LBRDA
高出57.9%
88.8%
自由现金流更多
LBRDA
多$427.0K
$36.6M
两年增速更快
LIF
近两年复合增速
4.3%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $261.0M | $146.0M |
| 净利润 | $383.0M | $129.7M |
| 毛利率 | — | 75.1% |
| 营业利润率 | 15.7% | 6.1% |
| 净利率 | 146.7% | 88.8% |
| 营收同比 | 6.1% | 26.4% |
| 净利润同比 | 96.4% | 1425.9% |
| 每股收益（稀释后） | $2.68 | $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LBRDALIF
| Q4 25 | — | $146.0M | ||
| Q3 25 | — | $124.5M | ||
| Q2 25 | $261.0M | $115.4M | ||
| Q1 25 | $266.0M | $103.6M | ||
| Q4 24 | $263.0M | $115.5M | ||
| Q3 24 | $262.0M | $92.9M | ||
| Q2 24 | $246.0M | $84.9M | ||
| Q1 24 | $245.0M | $78.2M |
净利润LBRDALIF
| Q4 25 | — | $129.7M | ||
| Q3 25 | — | $9.8M | ||
| Q2 25 | $383.0M | $7.0M | ||
| Q1 25 | $268.0M | $4.4M | ||
| Q4 24 | $291.0M | $8.5M | ||
| Q3 24 | $142.0M | $7.7M | ||
| Q2 24 | $195.0M | $-11.0M | ||
| Q1 24 | $241.0M | $-9.8M |
毛利率LBRDALIF
| 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LBRDALIF
| Q4 25 | — | 6.1% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | 15.7% | 1.7% | ||
| Q1 25 | 16.2% | 2.1% | ||
| Q4 24 | 4.9% | 4.9% | ||
| Q3 24 | 11.5% | -5.3% | ||
| Q2 24 | 8.5% | -2.8% | ||
| Q1 24 | 11.4% | -8.2% |
净利率LBRDALIF
| Q4 25 | — | 88.8% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | 146.7% | 6.1% | ||
| Q1 25 | 100.8% | 4.2% | ||
| Q4 24 | 110.6% | 7.4% | ||
| Q3 24 | 54.2% | 8.3% | ||
| Q2 24 | 79.3% | -12.9% | ||
| Q1 24 | 98.4% | -12.5% |
每股收益（稀释后）LBRDALIF
| Q4 25 | — | $1.53 | ||
| Q3 25 | — | $0.11 | ||
| Q2 25 | $2.68 | $0.08 | ||
| Q1 25 | $1.87 | $0.05 | ||
| Q4 24 | $2.04 | $0.14 | ||
| Q3 24 | $0.99 | $0.09 | ||
| Q2 24 | $1.36 | $-0.15 | ||
| Q1 24 | $1.69 | $-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 | $3.1B | — |
| 股东权益账面价值 | $10.4B | $548.2M |
| 总资产 | $16.6B | $959.7M |
| 负债/权益比越低杠杆越低 | 0.30× | — |
8季度趋势，按日历期对齐
现金及短期投资LBRDALIF
| Q4 25 | — | $494.3M | ||
| Q3 25 | — | $455.7M | ||
| Q2 25 | $180.0M | $432.7M | ||
| Q1 25 | $226.0M | $168.9M | ||
| Q4 24 | $163.0M | $159.2M | ||
| Q3 24 | $168.0M | $159.0M | ||
| Q2 24 | $73.0M | $160.8M | ||
| Q1 24 | $108.0M | $73.4M |
总债务LBRDALIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $3.1B | — | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.8B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $3.6B | — | ||
| Q1 24 | $3.6B | $5.2M |
股东权益LBRDALIF
| Q4 25 | — | $548.2M | ||
| Q3 25 | — | $391.4M | ||
| Q2 25 | $10.4B | $366.7M | ||
| Q1 25 | $10.1B | $376.3M | ||
| Q4 24 | $9.8B | $358.5M | ||
| Q3 24 | $9.5B | $339.7M | ||
| Q2 24 | $9.3B | $326.7M | ||
| Q1 24 | $9.1B | $239.8M |
总资产LBRDALIF
| Q4 25 | — | $959.7M | ||
| Q3 25 | — | $787.5M | ||
| Q2 25 | $16.6B | $753.6M | ||
| Q1 25 | $17.0B | $455.4M | ||
| Q4 24 | $16.7B | $441.6M | ||
| Q3 24 | $16.3B | $427.4M | ||
| Q2 24 | $16.0B | $405.9M | ||
| Q1 24 | $15.7B | $318.8M |
负债/权益比LBRDALIF
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.30× | — | ||
| Q1 25 | 0.38× | — | ||
| Q4 24 | 0.38× | — | ||
| Q3 24 | 0.39× | — | ||
| Q2 24 | 0.39× | — | ||
| Q1 24 | 0.40× | 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 | $91.0M | $36.8M |
| 自由现金流经营现金流 - 资本支出 | $37.0M | $36.6M |
| 自由现金流率自由现金流/营收 | 14.2% | 25.1% |
| 资本支出强度资本支出/营收 | 20.7% | 0.2% |
| 现金转化率经营现金流/净利润 | 0.24× | 0.28× |
| 过去12个月自由现金流最近4个季度 | $-49.0M | $86.8M |
8季度趋势，按日历期对齐
经营现金流LBRDALIF
| Q4 25 | — | $36.8M | ||
| Q3 25 | — | $26.4M | ||
| Q2 25 | $91.0M | $13.3M | ||
| Q1 25 | $78.0M | $12.1M | ||
| Q4 24 | $1.0M | $12.3M | ||
| Q3 24 | $24.0M | $6.3M | ||
| Q2 24 | $27.0M | $3.3M | ||
| Q1 24 | $52.0M | $10.7M |
自由现金流LBRDALIF
| Q4 25 | — | $36.6M | ||
| Q3 25 | — | $25.6M | ||
| Q2 25 | $37.0M | $12.7M | ||
| Q1 25 | $13.0M | $11.9M | ||
| Q4 24 | $-63.0M | $11.2M | ||
| Q3 24 | $-36.0M | $6.3M | ||
| Q2 24 | $-35.0M | $3.2M | ||
| Q1 24 | $-9.0M | — |
自由现金流率LBRDALIF
| Q4 25 | — | 25.1% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | 14.2% | 11.0% | ||
| Q1 25 | 4.9% | 11.5% | ||
| Q4 24 | -24.0% | 9.7% | ||
| Q3 24 | -13.7% | 6.8% | ||
| Q2 24 | -14.2% | 3.8% | ||
| Q1 24 | -3.7% | — |
资本支出强度LBRDALIF
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | 20.7% | 0.6% | ||
| Q1 25 | 24.4% | 0.1% | ||
| Q4 24 | 24.3% | 1.0% | ||
| Q3 24 | 22.9% | 0.0% | ||
| Q2 24 | 25.2% | 0.1% | ||
| Q1 24 | 24.9% | 0.0% |
现金转化率LBRDALIF
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | 0.24× | 1.90× | ||
| Q1 25 | 0.29× | 2.75× | ||
| Q4 24 | 0.00× | 1.45× | ||
| Q3 24 | 0.17× | 0.83× | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.22× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
