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Life360, Inc.（LIF）与PEGASYSTEMS INC（PEGA）财务数据对比。点击上方公司名可切换其他公司
PEGASYSTEMS INC的季度营收约是Life360, Inc.的2.9倍（$430.0M vs $146.0M）。Life360, Inc.净利率更高（88.8% vs 7.6%，领先81.2%）。Life360, Inc.同比增速更快（26.4% vs -9.6%）。PEGASYSTEMS INC自由现金流更多（$206.5M vs $36.6M）。过去两年Life360, Inc.的营收复合增速更高（36.6% vs 10.7%）
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。
Pegasystems Inc.（简称Pega）是1983年成立的全球软件企业，总部位于美国马萨诸塞州沃尔瑟姆，1996年于纳斯达克上市，股票代码PEGA。公司主打低代码平台，面向企业客户提供工作流自动化、生成式AI驱动决策等相关解决方案。
LIF vs PEGA — 直观对比
营收规模更大
PEGA
是对方的2.9倍
$146.0M
营收增速更快
LIF
高出36.0%
-9.6%
净利率更高
LIF
高出81.2%
7.6%
自由现金流更多
PEGA
多$170.0M
$36.6M
两年增速更快
LIF
近两年复合增速
10.7%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $430.0M |
| 净利润 | $129.7M | $32.8M |
| 毛利率 | 75.1% | 75.2% |
| 营业利润率 | 6.1% | 8.6% |
| 净利率 | 88.8% | 7.6% |
| 营收同比 | 26.4% | -9.6% |
| 净利润同比 | 1425.9% | -61.6% |
| 每股收益（稀释后） | $1.53 | $0.18 |
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LIFPEGA
| Q1 26 | — | $430.0M | ||
| Q4 25 | $146.0M | $504.3M | ||
| Q3 25 | $124.5M | $381.4M | ||
| Q2 25 | $115.4M | $384.5M | ||
| Q1 25 | $103.6M | $475.6M | ||
| Q4 24 | $115.5M | $490.8M | ||
| Q3 24 | $92.9M | $325.1M | ||
| Q2 24 | $84.9M | $351.2M |
净利润LIFPEGA
| Q1 26 | — | $32.8M | ||
| Q4 25 | $129.7M | $234.6M | ||
| Q3 25 | $9.8M | $43.4M | ||
| Q2 25 | $7.0M | $30.1M | ||
| Q1 25 | $4.4M | $85.4M | ||
| Q4 24 | $8.5M | $119.1M | ||
| Q3 24 | $7.7M | $-14.4M | ||
| Q2 24 | $-11.0M | $6.6M |
毛利率LIFPEGA
| Q1 26 | — | 75.2% | ||
| Q4 25 | 75.1% | 79.5% | ||
| Q3 25 | 78.0% | 72.2% | ||
| Q2 25 | 78.4% | 71.5% | ||
| Q1 25 | 80.6% | 78.5% | ||
| Q4 24 | 74.0% | 79.1% | ||
| Q3 24 | 75.4% | 70.2% | ||
| Q2 24 | 75.0% | 72.4% |
营业利润率LIFPEGA
| Q1 26 | — | 8.6% | ||
| Q4 25 | 6.1% | 20.7% | ||
| Q3 25 | 4.6% | 3.8% | ||
| Q2 25 | 1.7% | 4.5% | ||
| Q1 25 | 2.1% | 26.7% | ||
| Q4 24 | 4.9% | 29.1% | ||
| Q3 24 | -5.3% | -3.6% | ||
| Q2 24 | -2.8% | 3.7% |
净利率LIFPEGA
| Q1 26 | — | 7.6% | ||
| Q4 25 | 88.8% | 46.5% | ||
| Q3 25 | 7.9% | 11.4% | ||
| Q2 25 | 6.1% | 7.8% | ||
| Q1 25 | 4.2% | 18.0% | ||
| Q4 24 | 7.4% | 24.3% | ||
| Q3 24 | 8.3% | -4.4% | ||
| Q2 24 | -12.9% | 1.9% |
每股收益（稀释后）LIFPEGA
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.53 | $0.81 | ||
| Q3 25 | $0.11 | $0.24 | ||
| Q2 25 | $0.08 | $0.17 | ||
| Q1 25 | $0.05 | $0.91 | ||
| Q4 24 | $0.14 | $1.35 | ||
| Q3 24 | $0.09 | $-0.17 | ||
| Q2 24 | $-0.15 | $0.07 |
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 | $270.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $705.9M |
| 总资产 | $959.7M | $1.6B |
| 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LIFPEGA
| Q1 26 | — | $270.0M | ||
| Q4 25 | $494.3M | $425.8M | ||
| Q3 25 | $455.7M | $351.4M | ||
| Q2 25 | $432.7M | $411.6M | ||
| Q1 25 | $168.9M | $371.7M | ||
| Q4 24 | $159.2M | $740.0M | ||
| Q3 24 | $159.0M | $703.0M | ||
| Q2 24 | $160.8M | $665.1M |
股东权益LIFPEGA
| Q1 26 | — | $705.9M | ||
| Q4 25 | $548.2M | $787.4M | ||
| Q3 25 | $391.4M | $596.8M | ||
| Q2 25 | $366.7M | $624.5M | ||
| Q1 25 | $376.3M | $611.3M | ||
| Q4 24 | $358.5M | $585.5M | ||
| Q3 24 | $339.7M | $473.0M | ||
| Q2 24 | $326.7M | $435.4M |
总资产LIFPEGA
| Q1 26 | — | $1.6B | ||
| Q4 25 | $959.7M | $1.6B | ||
| Q3 25 | $787.5M | $1.3B | ||
| Q2 25 | $753.6M | $1.3B | ||
| Q1 25 | $455.4M | $1.3B | ||
| Q4 24 | $441.6M | $1.8B | ||
| Q3 24 | $427.4M | $1.6B | ||
| Q2 24 | $405.9M | $1.5B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $206.5M |
| 自由现金流率自由现金流/营收 | 25.1% | 48.0% |
| 资本支出强度资本支出/营收 | 0.2% | — |
| 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 | $494.9M |
8季度趋势，按日历期对齐
经营现金流LIFPEGA
| Q1 26 | — | — | ||
| Q4 25 | $36.8M | $158.4M | ||
| Q3 25 | $26.4M | $56.3M | ||
| Q2 25 | $13.3M | $86.3M | ||
| Q1 25 | $12.1M | $204.2M | ||
| Q4 24 | $12.3M | $95.2M | ||
| Q3 24 | $6.3M | $30.5M | ||
| Q2 24 | $3.3M | $40.1M |
自由现金流LIFPEGA
| Q1 26 | — | $206.5M | ||
| Q4 25 | $36.6M | $152.4M | ||
| Q3 25 | $25.6M | $51.8M | ||
| Q2 25 | $12.7M | $84.1M | ||
| Q1 25 | $11.9M | $202.3M | ||
| Q4 24 | $11.2M | $92.4M | ||
| Q3 24 | $6.3M | $27.4M | ||
| Q2 24 | $3.2M | $38.8M |
自由现金流率LIFPEGA
| Q1 26 | — | 48.0% | ||
| Q4 25 | 25.1% | 30.2% | ||
| Q3 25 | 20.6% | 13.6% | ||
| Q2 25 | 11.0% | 21.9% | ||
| Q1 25 | 11.5% | 42.5% | ||
| Q4 24 | 9.7% | 18.8% | ||
| Q3 24 | 6.8% | 8.4% | ||
| Q2 24 | 3.8% | 11.1% |
资本支出强度LIFPEGA
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.6% | 1.2% | ||
| Q2 25 | 0.6% | 0.6% | ||
| Q1 25 | 0.1% | 0.4% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | 0.4% |
现金转化率LIFPEGA
| Q1 26 | — | — | ||
| Q4 25 | 0.28× | 0.68× | ||
| Q3 25 | 2.70× | 1.30× | ||
| Q2 25 | 1.90× | 2.87× | ||
| Q1 25 | 2.75× | 2.39× | ||
| Q4 24 | 1.45× | 0.80× | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | — | 6.06× |
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
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
