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Life360, Inc.（LIF）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
LiveRamp Holdings, Inc.的季度营收约是Life360, Inc.的1.5倍（$212.2M vs $146.0M），Life360, Inc.净利率更高（88.8% vs 18.8%，领先70.0%），Life360, Inc.同比增速更快（26.4% vs 8.6%），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 11.1%）
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。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
LIF vs RAMP — 直观对比
营收规模更大
RAMP
是对方的1.5倍
$146.0M
营收增速更快
LIF
高出17.8%
8.6%
净利率更高
LIF
高出70.0%
18.8%
两年增速更快
LIF
近两年复合增速
11.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $212.2M |
| 净利润 | $129.7M | $39.9M |
| 毛利率 | 75.1% | 71.9% |
| 营业利润率 | 6.1% | 18.6% |
| 净利率 | 88.8% | 18.8% |
| 营收同比 | 26.4% | 8.6% |
| 净利润同比 | 1425.9% | 255.7% |
| 每股收益（稀释后） | $1.53 | $0.62 |
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LIFRAMP
| Q4 25 | $146.0M | $212.2M | ||
| Q3 25 | $124.5M | $199.8M | ||
| Q2 25 | $115.4M | $194.8M | ||
| Q1 25 | $103.6M | $188.7M | ||
| Q4 24 | $115.5M | $195.4M | ||
| Q3 24 | $92.9M | $185.5M | ||
| Q2 24 | $84.9M | $176.0M | ||
| Q1 24 | $78.2M | $171.9M |
净利润LIFRAMP
| Q4 25 | $129.7M | $39.9M | ||
| Q3 25 | $9.8M | $27.4M | ||
| Q2 25 | $7.0M | $7.7M | ||
| Q1 25 | $4.4M | $-6.3M | ||
| Q4 24 | $8.5M | $11.2M | ||
| Q3 24 | $7.7M | $1.7M | ||
| Q2 24 | $-11.0M | $-7.5M | ||
| Q1 24 | $-9.8M | $-5.4M |
毛利率LIFRAMP
| Q4 25 | 75.1% | 71.9% | ||
| Q3 25 | 78.0% | 70.2% | ||
| Q2 25 | 78.4% | 70.1% | ||
| Q1 25 | 80.6% | 69.3% | ||
| Q4 24 | 74.0% | 71.9% | ||
| Q3 24 | 75.4% | 72.4% | ||
| Q2 24 | 75.0% | 70.6% | ||
| Q1 24 | 76.7% | 72.2% |
营业利润率LIFRAMP
| Q4 25 | 6.1% | 18.6% | ||
| Q3 25 | 4.6% | 10.7% | ||
| Q2 25 | 1.7% | 3.7% | ||
| Q1 25 | 2.1% | -6.1% | ||
| Q4 24 | 4.9% | 7.5% | ||
| Q3 24 | -5.3% | 4.0% | ||
| Q2 24 | -2.8% | -3.0% | ||
| Q1 24 | -8.2% | -8.3% |
净利率LIFRAMP
| Q4 25 | 88.8% | 18.8% | ||
| Q3 25 | 7.9% | 13.7% | ||
| Q2 25 | 6.1% | 4.0% | ||
| Q1 25 | 4.2% | -3.3% | ||
| Q4 24 | 7.4% | 5.7% | ||
| Q3 24 | 8.3% | 0.9% | ||
| Q2 24 | -12.9% | -4.3% | ||
| Q1 24 | -12.5% | -3.1% |
每股收益（稀释后）LIFRAMP
| Q4 25 | $1.53 | $0.62 | ||
| Q3 25 | $0.11 | $0.42 | ||
| Q2 25 | $0.08 | $0.12 | ||
| Q1 25 | $0.05 | $-0.10 | ||
| Q4 24 | $0.14 | $0.17 | ||
| Q3 24 | $0.09 | $0.03 | ||
| Q2 24 | $-0.15 | $-0.11 | ||
| Q1 24 | $-0.14 | $-0.09 |
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 | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $962.3M |
| 总资产 | $959.7M | $1.3B |
| 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LIFRAMP
| Q4 25 | $494.3M | $403.4M | ||
| Q3 25 | $455.7M | $376.9M | ||
| Q2 25 | $432.7M | $371.1M | ||
| Q1 25 | $168.9M | $420.8M | ||
| Q4 24 | $159.2M | $384.3M | ||
| Q3 24 | $159.0M | $348.4M | ||
| Q2 24 | $160.8M | $342.7M | ||
| Q1 24 | $73.4M | $368.9M |
总债务LIFRAMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFRAMP
| Q4 25 | $548.2M | $962.3M | ||
| Q3 25 | $391.4M | $943.8M | ||
| Q2 25 | $366.7M | $947.8M | ||
| Q1 25 | $376.3M | $948.9M | ||
| Q4 24 | $358.5M | $957.7M | ||
| Q3 24 | $339.7M | $932.1M | ||
| Q2 24 | $326.7M | $951.9M | ||
| Q1 24 | $239.8M | $949.1M |
总资产LIFRAMP
| Q4 25 | $959.7M | $1.3B | ||
| Q3 25 | $787.5M | $1.2B | ||
| Q2 25 | $753.6M | $1.2B | ||
| Q1 25 | $455.4M | $1.3B | ||
| Q4 24 | $441.6M | $1.3B | ||
| Q3 24 | $427.4M | $1.2B | ||
| Q2 24 | $405.9M | $1.2B | ||
| Q1 24 | $318.8M | $1.2B |
负债/权益比LIFRAMP
| 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 | — |
| 自由现金流经营现金流 - 资本支出 | $36.6M | — |
| 自由现金流率自由现金流/营收 | 25.1% | — |
| 资本支出强度资本支出/营收 | 0.2% | 0.1% |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流LIFRAMP
| Q4 25 | $36.8M | — | ||
| Q3 25 | $26.4M | $57.4M | ||
| Q2 25 | $13.3M | $-15.8M | ||
| Q1 25 | $12.1M | — | ||
| Q4 24 | $12.3M | $45.1M | ||
| Q3 24 | $6.3M | $55.6M | ||
| Q2 24 | $3.3M | $-9.3M | ||
| Q1 24 | $10.7M | — |
自由现金流LIFRAMP
| Q4 25 | $36.6M | — | ||
| Q3 25 | $25.6M | $56.8M | ||
| Q2 25 | $12.7M | $-16.2M | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $11.2M | $44.8M | ||
| Q3 24 | $6.3M | $55.4M | ||
| Q2 24 | $3.2M | $-9.6M | ||
| Q1 24 | — | — |
自由现金流率LIFRAMP
| Q4 25 | 25.1% | — | ||
| Q3 25 | 20.6% | 28.4% | ||
| Q2 25 | 11.0% | -8.3% | ||
| Q1 25 | 11.5% | — | ||
| Q4 24 | 9.7% | 22.9% | ||
| Q3 24 | 6.8% | 29.8% | ||
| Q2 24 | 3.8% | -5.4% | ||
| Q1 24 | — | — |
资本支出强度LIFRAMP
| Q4 25 | 0.2% | 0.1% | ||
| Q3 25 | 0.6% | 0.3% | ||
| Q2 25 | 0.6% | 0.2% | ||
| Q1 25 | 0.1% | 0.2% | ||
| Q4 24 | 1.0% | 0.1% | ||
| Q3 24 | 0.0% | 0.1% | ||
| Q2 24 | 0.1% | 0.1% | ||
| Q1 24 | 0.0% | 1.0% |
现金转化率LIFRAMP
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | 2.09× | ||
| Q2 25 | 1.90× | -2.04× | ||
| Q1 25 | 2.75× | — | ||
| Q4 24 | 1.45× | 4.02× | ||
| Q3 24 | 0.83× | 32.10× | ||
| 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
