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Life360, Inc.(LIF)与PREFORMED LINE PRODUCTS CO(PLPC)财务数据对比。点击上方公司名可切换其他公司
PREFORMED LINE PRODUCTS CO的季度营收约是Life360, Inc.的1.2倍($173.1M vs $146.0M),Life360, Inc.净利率更高(88.8% vs 4.9%,领先83.9%),Life360, Inc.同比增速更快(26.4% vs 3.6%),Life360, Inc.自由现金流更多($36.6M vs $11.8M),过去两年Life360, Inc.的营收复合增速更高(36.6% vs 10.8%)
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。
预成型线路产品公司(PLPC)研发、生产和销售适用于输配电、通信及可再生能源基建领域的工程硬件组件,服务全球多地的公用事业、网络运营商及工业客户,提供可提升网络可靠性与运营效率的解决方案。
LIF vs PLPC — 直观对比
营收规模更大
PLPC
是对方的1.2倍
$146.0M
营收增速更快
LIF
高出22.8%
3.6%
净利率更高
LIF
高出83.9%
4.9%
自由现金流更多
LIF
多$24.8M
$11.8M
两年增速更快
LIF
近两年复合增速
10.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $146.0M | $173.1M |
| 净利润 | $129.7M | $8.4M |
| 毛利率 | 75.1% | 29.8% |
| 营业利润率 | 6.1% | 6.8% |
| 净利率 | 88.8% | 4.9% |
| 营收同比 | 26.4% | 3.6% |
| 净利润同比 | 1425.9% | -19.3% |
| 每股收益(稀释后) | $1.53 | $1.72 |
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
LIF
PLPC
| Q4 25 | $146.0M | $173.1M | ||
| Q3 25 | $124.5M | $178.1M | ||
| Q2 25 | $115.4M | $169.6M | ||
| Q1 25 | $103.6M | $148.5M | ||
| Q4 24 | $115.5M | $167.1M | ||
| Q3 24 | $92.9M | $147.0M | ||
| Q2 24 | $84.9M | $138.7M | ||
| Q1 24 | $78.2M | $140.9M |
净利润
LIF
PLPC
| Q4 25 | $129.7M | $8.4M | ||
| Q3 25 | $9.8M | $2.6M | ||
| Q2 25 | $7.0M | $12.7M | ||
| Q1 25 | $4.4M | $11.5M | ||
| Q4 24 | $8.5M | $10.5M | ||
| Q3 24 | $7.7M | $7.7M | ||
| Q2 24 | $-11.0M | $9.4M | ||
| Q1 24 | $-9.8M | $9.6M |
毛利率
LIF
PLPC
| Q4 25 | 75.1% | 29.8% | ||
| Q3 25 | 78.0% | 29.7% | ||
| Q2 25 | 78.4% | 32.7% | ||
| Q1 25 | 80.6% | 32.8% | ||
| Q4 24 | 74.0% | 33.3% | ||
| Q3 24 | 75.4% | 31.1% | ||
| Q2 24 | 75.0% | 31.9% | ||
| Q1 24 | 76.7% | 31.3% |
营业利润率
LIF
PLPC
| Q4 25 | 6.1% | 6.8% | ||
| Q3 25 | 4.6% | 7.4% | ||
| Q2 25 | 1.7% | 10.1% | ||
| Q1 25 | 2.1% | 8.8% | ||
| Q4 24 | 4.9% | 10.5% | ||
| Q3 24 | -5.3% | 7.1% | ||
| Q2 24 | -2.8% | 8.1% | ||
| Q1 24 | -8.2% | 8.2% |
净利率
LIF
PLPC
| Q4 25 | 88.8% | 4.9% | ||
| Q3 25 | 7.9% | 1.5% | ||
| Q2 25 | 6.1% | 7.5% | ||
| Q1 25 | 4.2% | 7.8% | ||
| Q4 24 | 7.4% | 6.3% | ||
| Q3 24 | 8.3% | 5.2% | ||
| Q2 24 | -12.9% | 6.8% | ||
| Q1 24 | -12.5% | 6.8% |
每股收益(稀释后)
LIF
PLPC
| Q4 25 | $1.53 | $1.72 | ||
| Q3 25 | $0.11 | $0.53 | ||
| Q2 25 | $0.08 | $2.56 | ||
| Q1 25 | $0.05 | $2.33 | ||
| Q4 24 | $0.14 | $2.13 | ||
| Q3 24 | $0.09 | $1.54 | ||
| Q2 24 | $-0.15 | $1.89 | ||
| Q1 24 | $-0.14 | $1.94 |
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 | — |
| 总债务越低越好 | — | $38.3M |
| 股东权益账面价值 | $548.2M | $475.5M |
| 总资产 | $959.7M | $653.6M |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势,按日历期对齐
现金及短期投资
LIF
PLPC
| Q4 25 | $494.3M | — | ||
| Q3 25 | $455.7M | — | ||
| Q2 25 | $432.7M | — | ||
| Q1 25 | $168.9M | — | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $159.0M | — | ||
| Q2 24 | $160.8M | — | ||
| Q1 24 | $73.4M | — |
总债务
LIF
PLPC
| Q4 25 | — | $38.3M | ||
| Q3 25 | — | $36.0M | ||
| Q2 25 | — | $31.8M | ||
| Q1 25 | — | $29.1M | ||
| Q4 24 | — | $20.8M | ||
| Q3 24 | — | $27.2M | ||
| Q2 24 | — | $31.6M | ||
| Q1 24 | $5.2M | $55.0M |
股东权益
LIF
PLPC
| Q4 25 | $548.2M | $475.5M | ||
| Q3 25 | $391.4M | $466.3M | ||
| Q2 25 | $366.7M | $460.7M | ||
| Q1 25 | $376.3M | $435.8M | ||
| Q4 24 | $358.5M | $422.3M | ||
| Q3 24 | $339.7M | $429.0M | ||
| Q2 24 | $326.7M | $416.2M | ||
| Q1 24 | $239.8M | $413.4M |
总资产
LIF
PLPC
| Q4 25 | $959.7M | $653.6M | ||
| Q3 25 | $787.5M | $644.6M | ||
| Q2 25 | $753.6M | $631.5M | ||
| Q1 25 | $455.4M | $592.5M | ||
| Q4 24 | $441.6M | $573.9M | ||
| Q3 24 | $427.4M | $592.0M | ||
| Q2 24 | $405.9M | $572.6M | ||
| Q1 24 | $318.8M | $586.1M |
负债/权益比
LIF
PLPC
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | 0.08× | ||
| Q2 25 | — | 0.07× | ||
| Q1 25 | — | 0.07× | ||
| Q4 24 | — | 0.05× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.08× | ||
| Q1 24 | 0.02× | 0.13× |
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 | $21.9M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $11.8M |
| 自由现金流率自由现金流/营收 | 25.1% | 6.8% |
| 资本支出强度资本支出/营收 | 0.2% | 5.9% |
| 现金转化率经营现金流/净利润 | 0.28× | 2.60× |
| 过去12个月自由现金流最近4个季度 | $86.8M | $33.3M |
8季度趋势,按日历期对齐
经营现金流
LIF
PLPC
| Q4 25 | $36.8M | $21.9M | ||
| Q3 25 | $26.4M | $18.9M | ||
| Q2 25 | $13.3M | $26.9M | ||
| Q1 25 | $12.1M | $5.7M | ||
| Q4 24 | $12.3M | $24.1M | ||
| Q3 24 | $6.3M | $9.4M | ||
| Q2 24 | $3.3M | $28.3M | ||
| Q1 24 | $10.7M | $5.8M |
自由现金流
LIF
PLPC
| Q4 25 | $36.6M | $11.8M | ||
| Q3 25 | $25.6M | $8.3M | ||
| Q2 25 | $12.7M | $18.6M | ||
| Q1 25 | $11.9M | $-5.3M | ||
| Q4 24 | $11.2M | $20.6M | ||
| Q3 24 | $6.3M | $5.8M | ||
| Q2 24 | $3.2M | $24.6M | ||
| Q1 24 | — | $1.8M |
自由现金流率
LIF
PLPC
| Q4 25 | 25.1% | 6.8% | ||
| Q3 25 | 20.6% | 4.7% | ||
| Q2 25 | 11.0% | 10.9% | ||
| Q1 25 | 11.5% | -3.6% | ||
| Q4 24 | 9.7% | 12.3% | ||
| Q3 24 | 6.8% | 3.9% | ||
| Q2 24 | 3.8% | 17.7% | ||
| Q1 24 | — | 1.3% |
资本支出强度
LIF
PLPC
| Q4 25 | 0.2% | 5.9% | ||
| Q3 25 | 0.6% | 6.0% | ||
| Q2 25 | 0.6% | 4.9% | ||
| Q1 25 | 0.1% | 7.4% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 0.0% | 2.4% | ||
| Q2 24 | 0.1% | 2.7% | ||
| Q1 24 | 0.0% | 2.8% |
现金转化率
LIF
PLPC
| Q4 25 | 0.28× | 2.60× | ||
| Q3 25 | 2.70× | 7.21× | ||
| Q2 25 | 1.90× | 2.12× | ||
| Q1 25 | 2.75× | 0.49× | ||
| Q4 24 | 1.45× | 2.30× | ||
| Q3 24 | 0.83× | 1.22× | ||
| Q2 24 | — | 3.02× | ||
| Q1 24 | — | 0.60× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图