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Life360, Inc.（LIF）与Planet Labs PBC（PL）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Planet Labs PBC的1.8倍（$146.0M vs $81.3M），Life360, Inc.净利率更高（88.8% vs -72.8%，领先161.7%），Planet Labs PBC同比增速更快（32.6% vs 26.4%），Life360, Inc.自由现金流更多（$36.6M vs $1.9M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 17.5%）
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。
Planet Labs PBC（常简称为Planet）是总部位于美国加利福尼亚州旧金山的上市地球影像企业，核心目标是实现全球范围的每日成像，以此监测地表变化、精准识别相关趋势，为多行业的地理数据分析需求提供可靠的数据支持。
LIF vs PL — 直观对比
营收规模更大
LIF
是对方的1.8倍
$81.3M
营收增速更快
PL
高出6.3%
26.4%
净利率更高
LIF
高出161.7%
-72.8%
自由现金流更多
LIF
多$34.7M
$1.9M
两年增速更快
LIF
近两年复合增速
17.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $81.3M |
| 净利润 | $129.7M | $-59.2M |
| 毛利率 | 75.1% | 57.3% |
| 营业利润率 | 6.1% | -22.6% |
| 净利率 | 88.8% | -72.8% |
| 营收同比 | 26.4% | 32.6% |
| 净利润同比 | 1425.9% | -194.7% |
| 每股收益（稀释后） | $1.53 | $-0.19 |
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LIFPL
| Q4 25 | $146.0M | $81.3M | ||
| Q3 25 | $124.5M | $73.4M | ||
| Q2 25 | $115.4M | $66.3M | ||
| Q1 25 | $103.6M | $61.6M | ||
| Q4 24 | $115.5M | $61.3M | ||
| Q3 24 | $92.9M | $61.1M | ||
| Q2 24 | $84.9M | $60.4M | ||
| Q1 24 | $78.2M | $58.9M |
净利润LIFPL
| Q4 25 | $129.7M | $-59.2M | ||
| Q3 25 | $9.8M | $-22.6M | ||
| Q2 25 | $7.0M | $-12.6M | ||
| Q1 25 | $4.4M | $-35.2M | ||
| Q4 24 | $8.5M | $-20.1M | ||
| Q3 24 | $7.7M | $-38.7M | ||
| Q2 24 | $-11.0M | $-29.3M | ||
| Q1 24 | $-9.8M | $-30.1M |
毛利率LIFPL
| Q4 25 | 75.1% | 57.3% | ||
| Q3 25 | 78.0% | 57.6% | ||
| Q2 25 | 78.4% | 55.2% | ||
| Q1 25 | 80.6% | 62.1% | ||
| Q4 24 | 74.0% | 61.2% | ||
| Q3 24 | 75.4% | 52.9% | ||
| Q2 24 | 75.0% | 52.4% | ||
| Q1 24 | 76.7% | 55.2% |
营业利润率LIFPL
| Q4 25 | 6.1% | -22.6% | ||
| Q3 25 | 4.6% | -24.5% | ||
| Q2 25 | 1.7% | -34.4% | ||
| Q1 25 | 2.1% | -31.5% | ||
| Q4 24 | 4.9% | -36.9% | ||
| Q3 24 | -5.3% | -64.8% | ||
| Q2 24 | -2.8% | -57.2% | ||
| Q1 24 | -8.2% | -57.6% |
净利率LIFPL
| Q4 25 | 88.8% | -72.8% | ||
| Q3 25 | 7.9% | -30.8% | ||
| Q2 25 | 6.1% | -19.1% | ||
| Q1 25 | 4.2% | -57.1% | ||
| Q4 24 | 7.4% | -32.8% | ||
| Q3 24 | 8.3% | -63.3% | ||
| Q2 24 | -12.9% | -48.5% | ||
| Q1 24 | -12.5% | -51.1% |
每股收益（稀释后）LIFPL
| Q4 25 | $1.53 | $-0.19 | ||
| Q3 25 | $0.11 | $-0.07 | ||
| Q2 25 | $0.08 | $-0.04 | ||
| Q1 25 | $0.05 | $-0.12 | ||
| Q4 24 | $0.14 | $-0.07 | ||
| Q3 24 | $0.09 | $-0.13 | ||
| Q2 24 | $-0.15 | $-0.10 | ||
| 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 | $443.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $349.6M |
| 总资产 | $959.7M | $1.1B |
| 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LIFPL
| Q4 25 | $494.3M | $443.3M | ||
| Q3 25 | $455.7M | $181.1M | ||
| Q2 25 | $432.7M | $133.5M | ||
| Q1 25 | $168.9M | $118.0M | ||
| Q4 24 | $159.2M | $139.0M | ||
| Q3 24 | $159.0M | $148.3M | ||
| Q2 24 | $160.8M | $107.4M | ||
| Q1 24 | $73.4M | $83.9M |
总债务LIFPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFPL
| Q4 25 | $548.2M | $349.6M | ||
| Q3 25 | $391.4M | $435.7M | ||
| Q2 25 | $366.7M | $444.8M | ||
| Q1 25 | $376.3M | $441.3M | ||
| Q4 24 | $358.5M | $464.6M | ||
| Q3 24 | $339.7M | $473.2M | ||
| Q2 24 | $326.7M | $500.3M | ||
| Q1 24 | $239.8M | $518.0M |
总资产LIFPL
| Q4 25 | $959.7M | $1.1B | ||
| Q3 25 | $787.5M | $696.4M | ||
| Q2 25 | $753.6M | $658.4M | ||
| Q1 25 | $455.4M | $633.8M | ||
| Q4 24 | $441.6M | $630.8M | ||
| Q3 24 | $427.4M | $658.4M | ||
| Q2 24 | $405.9M | $674.6M | ||
| Q1 24 | $318.8M | $702.0M |
负债/权益比LIFPL
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 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 | $36.8M | $28.6M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $1.9M |
| 自由现金流率自由现金流/营收 | 25.1% | 2.3% |
| 资本支出强度资本支出/营收 | 0.2% | 32.9% |
| 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 | $40.7M |
8季度趋势，按日历期对齐
经营现金流LIFPL
| Q4 25 | $36.8M | $28.6M | ||
| Q3 25 | $26.4M | $67.8M | ||
| Q2 25 | $13.3M | $17.3M | ||
| Q1 25 | $12.1M | $-6.3M | ||
| Q4 24 | $12.3M | $4.1M | ||
| Q3 24 | $6.3M | $-7.9M | ||
| Q2 24 | $3.3M | $-4.3M | ||
| Q1 24 | $10.7M | $-6.8M |
自由现金流LIFPL
| Q4 25 | $36.6M | $1.9M | ||
| Q3 25 | $25.6M | $47.5M | ||
| Q2 25 | $12.7M | $9.2M | ||
| Q1 25 | $11.9M | $-17.9M | ||
| Q4 24 | $11.2M | $-3.6M | ||
| Q3 24 | $6.3M | $-23.0M | ||
| Q2 24 | $3.2M | $-14.2M | ||
| Q1 24 | — | $-15.7M |
自由现金流率LIFPL
| Q4 25 | 25.1% | 2.3% | ||
| Q3 25 | 20.6% | 64.7% | ||
| Q2 25 | 11.0% | 13.9% | ||
| Q1 25 | 11.5% | -29.1% | ||
| Q4 24 | 9.7% | -5.8% | ||
| Q3 24 | 6.8% | -37.6% | ||
| Q2 24 | 3.8% | -23.6% | ||
| Q1 24 | — | -26.7% |
资本支出强度LIFPL
| Q4 25 | 0.2% | 32.9% | ||
| Q3 25 | 0.6% | 27.6% | ||
| Q2 25 | 0.6% | 12.3% | ||
| Q1 25 | 0.1% | 18.9% | ||
| Q4 24 | 1.0% | 12.5% | ||
| Q3 24 | 0.0% | 24.8% | ||
| Q2 24 | 0.1% | 16.4% | ||
| Q1 24 | 0.0% | 15.1% |
现金转化率LIFPL
| 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
PL
| Defense And Intelligence | $49.4M | 61% |
| Civil Government | $18.8M | 23% |
| Commercial | $13.1M | 16% |
