vs
Life360, Inc.（LIF）与PUMA BIOTECHNOLOGY, INC.（PBYI）财务数据对比。点击上方公司名可切换其他公司
Life360, Inc.的季度营收约是PUMA BIOTECHNOLOGY, INC.的1.9倍（$146.0M vs $75.5M），PUMA BIOTECHNOLOGY, INC.同比增速更快（27.7% vs 26.4%），Life360, Inc.自由现金流更多（$36.6M vs $14.4M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 31.3%）
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。
彪马生物技术是一家公开上市的生物制药企业，总部位于美国加利福尼亚州洛杉矶，专注于创新药物研发相关业务，在生物制药领域开展研发与商业化运营。
LIF vs PBYI — 直观对比
营收规模更大
LIF
是对方的1.9倍
$75.5M
营收增速更快
PBYI
高出1.4%
26.4%
自由现金流更多
LIF
多$22.2M
$14.4M
两年增速更快
LIF
近两年复合增速
31.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $75.5M |
| 净利润 | $129.7M | — |
| 毛利率 | 75.1% | 69.3% |
| 营业利润率 | 6.1% | 22.7% |
| 净利率 | 88.8% | — |
| 营收同比 | 26.4% | 27.7% |
| 净利润同比 | 1425.9% | — |
| 每股收益（稀释后） | $1.53 | $0.26 |
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LIFPBYI
| Q4 25 | $146.0M | $75.5M | ||
| Q3 25 | $124.5M | $54.5M | ||
| Q2 25 | $115.4M | $52.4M | ||
| Q1 25 | $103.6M | $46.0M | ||
| Q4 24 | $115.5M | $59.1M | ||
| Q3 24 | $92.9M | $80.5M | ||
| Q2 24 | $84.9M | $47.1M | ||
| Q1 24 | $78.2M | $43.8M |
净利润LIFPBYI
| Q4 25 | $129.7M | — | ||
| Q3 25 | $9.8M | $8.8M | ||
| Q2 25 | $7.0M | $5.9M | ||
| Q1 25 | $4.4M | $3.0M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $7.7M | $20.3M | ||
| Q2 24 | $-11.0M | $-4.5M | ||
| Q1 24 | $-9.8M | $-4.8M |
毛利率LIFPBYI
| Q4 25 | 75.1% | 69.3% | ||
| Q3 25 | 78.0% | 77.7% | ||
| Q2 25 | 78.4% | 76.5% | ||
| Q1 25 | 80.6% | 77.1% | ||
| Q4 24 | 74.0% | 76.4% | ||
| Q3 24 | 75.4% | 63.9% | ||
| Q2 24 | 75.0% | 77.4% | ||
| Q1 24 | 76.7% | 75.5% |
营业利润率LIFPBYI
| Q4 25 | 6.1% | 22.7% | ||
| Q3 25 | 4.6% | 17.6% | ||
| Q2 25 | 1.7% | 12.7% | ||
| Q1 25 | 2.1% | 8.7% | ||
| Q4 24 | 4.9% | 22.6% | ||
| Q3 24 | -5.3% | 27.4% | ||
| Q2 24 | -2.8% | -4.6% | ||
| Q1 24 | -8.2% | -5.3% |
净利率LIFPBYI
| Q4 25 | 88.8% | — | ||
| Q3 25 | 7.9% | 16.2% | ||
| Q2 25 | 6.1% | 11.2% | ||
| Q1 25 | 4.2% | 6.5% | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 8.3% | 25.2% | ||
| Q2 24 | -12.9% | -9.6% | ||
| Q1 24 | -12.5% | -11.0% |
每股收益（稀释后）LIFPBYI
| Q4 25 | $1.53 | $0.26 | ||
| Q3 25 | $0.11 | $0.17 | ||
| Q2 25 | $0.08 | $0.12 | ||
| Q1 25 | $0.05 | $0.06 | ||
| Q4 24 | $0.14 | $0.40 | ||
| Q3 24 | $0.09 | $0.41 | ||
| Q2 24 | $-0.15 | $-0.09 | ||
| Q1 24 | $-0.14 | $-0.10 |
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 | $97.5M |
| 总债务越低越好 | — | $22.7M |
| 股东权益账面价值 | $548.2M | $130.3M |
| 总资产 | $959.7M | $216.3M |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资LIFPBYI
| Q4 25 | $494.3M | $97.5M | ||
| Q3 25 | $455.7M | $94.4M | ||
| Q2 25 | $432.7M | $96.0M | ||
| Q1 25 | $168.9M | $93.2M | ||
| Q4 24 | $159.2M | $101.0M | ||
| Q3 24 | $159.0M | $96.7M | ||
| Q2 24 | $160.8M | $96.8M | ||
| Q1 24 | $73.4M | $107.2M |
总债务LIFPBYI
| Q4 25 | — | $22.7M | ||
| Q3 25 | — | $34.0M | ||
| Q2 25 | — | $45.3M | ||
| Q1 25 | — | $56.7M | ||
| Q4 24 | — | $68.0M | ||
| Q3 24 | — | $79.3M | ||
| Q2 24 | — | $90.7M | ||
| Q1 24 | $5.2M | $102.0M |
股东权益LIFPBYI
| Q4 25 | $548.2M | $130.3M | ||
| Q3 25 | $391.4M | $115.3M | ||
| Q2 25 | $366.7M | $104.7M | ||
| Q1 25 | $376.3M | $97.1M | ||
| Q4 24 | $358.5M | $92.1M | ||
| Q3 24 | $339.7M | $71.1M | ||
| Q2 24 | $326.7M | $48.5M | ||
| Q1 24 | $239.8M | $51.0M |
总资产LIFPBYI
| Q4 25 | $959.7M | $216.3M | ||
| Q3 25 | $787.5M | $202.9M | ||
| Q2 25 | $753.6M | $194.9M | ||
| Q1 25 | $455.4M | $196.2M | ||
| Q4 24 | $441.6M | $213.3M | ||
| Q3 24 | $427.4M | $220.7M | ||
| Q2 24 | $405.9M | $205.0M | ||
| Q1 24 | $318.8M | $214.1M |
负债/权益比LIFPBYI
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.43× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 1.12× | ||
| Q2 24 | — | 1.87× | ||
| Q1 24 | 0.02× | 2.00× |
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 | $14.4M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $14.4M |
| 自由现金流率自由现金流/营收 | 25.1% | 19.1% |
| 资本支出强度资本支出/营收 | 0.2% | 0.0% |
| 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 | $41.7M |
8季度趋势，按日历期对齐
经营现金流LIFPBYI
| Q4 25 | $36.8M | $14.4M | ||
| Q3 25 | $26.4M | $9.7M | ||
| Q2 25 | $13.3M | $14.1M | ||
| Q1 25 | $12.1M | $3.6M | ||
| Q4 24 | $12.3M | $15.6M | ||
| Q3 24 | $6.3M | $11.0M | ||
| Q2 24 | $3.3M | $1.0M | ||
| Q1 24 | $10.7M | $11.2M |
自由现金流LIFPBYI
| Q4 25 | $36.6M | $14.4M | ||
| Q3 25 | $25.6M | $9.7M | ||
| Q2 25 | $12.7M | $14.1M | ||
| Q1 25 | $11.9M | $3.6M | ||
| Q4 24 | $11.2M | $15.6M | ||
| Q3 24 | $6.3M | $11.0M | ||
| Q2 24 | $3.2M | $1.0M | ||
| Q1 24 | — | — |
自由现金流率LIFPBYI
| Q4 25 | 25.1% | 19.1% | ||
| Q3 25 | 20.6% | 17.7% | ||
| Q2 25 | 11.0% | 26.8% | ||
| Q1 25 | 11.5% | 7.7% | ||
| Q4 24 | 9.7% | 26.4% | ||
| Q3 24 | 6.8% | 13.7% | ||
| Q2 24 | 3.8% | 2.1% | ||
| Q1 24 | — | — |
资本支出强度LIFPBYI
| Q4 25 | 0.2% | 0.0% | ||
| Q3 25 | 0.6% | 0.0% | ||
| Q2 25 | 0.6% | 0.0% | ||
| Q1 25 | 0.1% | 0.1% | ||
| Q4 24 | 1.0% | 0.0% | ||
| Q3 24 | 0.0% | 0.0% | ||
| Q2 24 | 0.1% | 0.0% | ||
| Q1 24 | 0.0% | 0.0% |
现金转化率LIFPBYI
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | 1.10× | ||
| Q2 25 | 1.90× | 2.41× | ||
| Q1 25 | 2.75× | 1.21× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | 0.54× | ||
| 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
