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Life360, Inc.（LIF）与Orthofix Medical Inc.（OFIX）财务数据对比。点击上方公司名可切换其他公司
Orthofix Medical Inc.的季度营收约是Life360, Inc.的1.5倍（$219.9M vs $146.0M），Life360, Inc.净利率更高（88.8% vs -1.0%，领先89.8%），Life360, Inc.同比增速更快（26.4% vs 2.0%），Life360, Inc.自由现金流更多（$36.6M vs $16.8M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
LIF vs OFIX — 直观对比
营收规模更大
OFIX
是对方的1.5倍
$146.0M
营收增速更快
LIF
高出24.4%
2.0%
净利率更高
LIF
高出89.8%
-1.0%
自由现金流更多
LIF
多$19.8M
$16.8M
两年增速更快
LIF
近两年复合增速
8.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $219.9M |
| 净利润 | $129.7M | $-2.2M |
| 毛利率 | 75.1% | 71.1% |
| 营业利润率 | 6.1% | 0.2% |
| 净利率 | 88.8% | -1.0% |
| 营收同比 | 26.4% | 2.0% |
| 净利润同比 | 1425.9% | 92.4% |
| 每股收益（稀释后） | $1.53 | $-0.05 |
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LIFOFIX
| Q4 25 | $146.0M | $219.9M | ||
| Q3 25 | $124.5M | $205.6M | ||
| Q2 25 | $115.4M | $203.1M | ||
| Q1 25 | $103.6M | $193.6M | ||
| Q4 24 | $115.5M | $215.7M | ||
| Q3 24 | $92.9M | $196.6M | ||
| Q2 24 | $84.9M | $198.6M | ||
| Q1 24 | $78.2M | $188.6M |
净利润LIFOFIX
| Q4 25 | $129.7M | $-2.2M | ||
| Q3 25 | $9.8M | $-22.8M | ||
| Q2 25 | $7.0M | $-14.1M | ||
| Q1 25 | $4.4M | $-53.1M | ||
| Q4 24 | $8.5M | $-29.1M | ||
| Q3 24 | $7.7M | $-27.4M | ||
| Q2 24 | $-11.0M | $-33.4M | ||
| Q1 24 | $-9.8M | $-36.0M |
毛利率LIFOFIX
| Q4 25 | 75.1% | 71.1% | ||
| Q3 25 | 78.0% | 72.2% | ||
| Q2 25 | 78.4% | 68.7% | ||
| Q1 25 | 80.6% | 62.8% | ||
| Q4 24 | 74.0% | 69.0% | ||
| Q3 24 | 75.4% | 68.7% | ||
| Q2 24 | 75.0% | 67.8% | ||
| Q1 24 | 76.7% | 67.5% |
营业利润率LIFOFIX
| Q4 25 | 6.1% | 0.2% | ||
| Q3 25 | 4.6% | -8.3% | ||
| Q2 25 | 1.7% | -7.9% | ||
| Q1 25 | 2.1% | -25.2% | ||
| Q4 24 | 4.9% | -5.3% | ||
| Q3 24 | -5.3% | -9.6% | ||
| Q2 24 | -2.8% | -12.5% | ||
| Q1 24 | -8.2% | -15.6% |
净利率LIFOFIX
| Q4 25 | 88.8% | -1.0% | ||
| Q3 25 | 7.9% | -11.1% | ||
| Q2 25 | 6.1% | -6.9% | ||
| Q1 25 | 4.2% | -27.4% | ||
| Q4 24 | 7.4% | -13.5% | ||
| Q3 24 | 8.3% | -13.9% | ||
| Q2 24 | -12.9% | -16.8% | ||
| Q1 24 | -12.5% | -19.1% |
每股收益（稀释后）LIFOFIX
| Q4 25 | $1.53 | $-0.05 | ||
| Q3 25 | $0.11 | $-0.57 | ||
| Q2 25 | $0.08 | $-0.36 | ||
| Q1 25 | $0.05 | $-1.35 | ||
| Q4 24 | $0.14 | $-0.76 | ||
| Q3 24 | $0.09 | $-0.71 | ||
| Q2 24 | $-0.15 | $-0.88 | ||
| Q1 24 | $-0.14 | $-0.95 |
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 | $494.3M | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $450.0M |
| 总资产 | $959.7M | $850.6M |
| 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LIFOFIX
| Q4 25 | $494.3M | $82.0M | ||
| Q3 25 | $455.7M | $62.9M | ||
| Q2 25 | $432.7M | $65.6M | ||
| Q1 25 | $168.9M | $58.0M | ||
| Q4 24 | $159.2M | $83.2M | ||
| Q3 24 | $159.0M | $30.1M | ||
| Q2 24 | $160.8M | $26.4M | ||
| Q1 24 | $73.4M | $27.0M |
总债务LIFOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | — | $157.0M | ||
| Q1 25 | — | $156.9M | ||
| Q4 24 | — | $157.0M | ||
| Q3 24 | — | $118.5M | ||
| Q2 24 | — | $118.0M | ||
| Q1 24 | $5.2M | $118.2M |
股东权益LIFOFIX
| Q4 25 | $548.2M | $450.0M | ||
| Q3 25 | $391.4M | $442.5M | ||
| Q2 25 | $366.7M | $458.3M | ||
| Q1 25 | $376.3M | $458.3M | ||
| Q4 24 | $358.5M | $503.1M | ||
| Q3 24 | $339.7M | $525.9M | ||
| Q2 24 | $326.7M | $546.0M | ||
| Q1 24 | $239.8M | $570.3M |
总资产LIFOFIX
| Q4 25 | $959.7M | $850.6M | ||
| Q3 25 | $787.5M | $832.6M | ||
| Q2 25 | $753.6M | $837.2M | ||
| Q1 25 | $455.4M | $823.1M | ||
| Q4 24 | $441.6M | $893.3M | ||
| Q3 24 | $427.4M | $867.9M | ||
| Q2 24 | $405.9M | $882.0M | ||
| Q1 24 | $318.8M | $906.0M |
负债/权益比LIFOFIX
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | — | 0.34× | ||
| Q1 25 | — | 0.34× | ||
| Q4 24 | — | 0.31× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.22× | ||
| Q1 24 | 0.02× | 0.21× |
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 | $36.8M | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $16.8M |
| 自由现金流率自由现金流/营收 | 25.1% | 7.6% |
| 资本支出强度资本支出/营收 | 0.2% | 4.9% |
| 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 | $86.8M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流LIFOFIX
| Q4 25 | $36.8M | $27.7M | ||
| Q3 25 | $26.4M | $12.4M | ||
| Q2 25 | $13.3M | $11.6M | ||
| Q1 25 | $12.1M | $-18.4M | ||
| Q4 24 | $12.3M | $23.7M | ||
| Q3 24 | $6.3M | $11.7M | ||
| Q2 24 | $3.3M | $9.0M | ||
| Q1 24 | $10.7M | $-18.6M |
自由现金流LIFOFIX
| Q4 25 | $36.6M | $16.8M | ||
| Q3 25 | $25.6M | $2.5M | ||
| Q2 25 | $12.7M | $4.5M | ||
| Q1 25 | $11.9M | $-25.1M | ||
| Q4 24 | $11.2M | $15.2M | ||
| Q3 24 | $6.3M | $6.3M | ||
| Q2 24 | $3.2M | $-360.0K | ||
| Q1 24 | — | $-29.1M |
自由现金流率LIFOFIX
| Q4 25 | 25.1% | 7.6% | ||
| Q3 25 | 20.6% | 1.2% | ||
| Q2 25 | 11.0% | 2.2% | ||
| Q1 25 | 11.5% | -13.0% | ||
| Q4 24 | 9.7% | 7.0% | ||
| Q3 24 | 6.8% | 3.2% | ||
| Q2 24 | 3.8% | -0.2% | ||
| Q1 24 | — | -15.4% |
资本支出强度LIFOFIX
| Q4 25 | 0.2% | 4.9% | ||
| Q3 25 | 0.6% | 4.8% | ||
| Q2 25 | 0.6% | 3.5% | ||
| Q1 25 | 0.1% | 3.5% | ||
| Q4 24 | 1.0% | 4.0% | ||
| Q3 24 | 0.0% | 2.7% | ||
| Q2 24 | 0.1% | 4.7% | ||
| Q1 24 | 0.0% | 5.6% |
现金转化率LIFOFIX
| Q4 25 | 0.28× | — | ||
| Q3 25 | 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
LIF
暂无分部数据
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
