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Life360, Inc.（LIF）与REPLIGEN CORP（RGEN）财务数据对比。点击上方公司名可切换其他公司
REPLIGEN CORP的季度营收约是Life360, Inc.的1.4倍（$197.9M vs $146.0M），Life360, Inc.净利率更高（88.8% vs 6.7%，领先82.1%），Life360, Inc.同比增速更快（26.4% vs 13.6%），Life360, Inc.自由现金流更多（$36.6M vs $17.6M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 14.4%）
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。
Repligen是一家全球生命科学企业，专注于创新生物工艺技术与系统的研发及商业化，助力提升生物药生产效率。公司1981年成立，总部位于美国马萨诸塞州沃尔瑟姆，于纳斯达克挂牌上市，股票代码RGEN，截至2025年全球员工超1900人，主要服务生物制药领域客户。
LIF vs RGEN — 直观对比
营收规模更大
RGEN
是对方的1.4倍
$146.0M
营收增速更快
LIF
高出12.7%
13.6%
净利率更高
LIF
高出82.1%
6.7%
自由现金流更多
LIF
多$19.0M
$17.6M
两年增速更快
LIF
近两年复合增速
14.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $197.9M |
| 净利润 | $129.7M | $13.3M |
| 毛利率 | 75.1% | 52.5% |
| 营业利润率 | 6.1% | 9.0% |
| 净利率 | 88.8% | 6.7% |
| 营收同比 | 26.4% | 13.6% |
| 净利润同比 | 1425.9% | 143.9% |
| 每股收益（稀释后） | $1.53 | $0.24 |
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LIFRGEN
| Q4 25 | $146.0M | $197.9M | ||
| Q3 25 | $124.5M | $188.8M | ||
| Q2 25 | $115.4M | $182.4M | ||
| Q1 25 | $103.6M | $169.2M | ||
| Q4 24 | $115.5M | $174.1M | ||
| Q3 24 | $92.9M | $154.9M | ||
| Q2 24 | $84.9M | $154.1M | ||
| Q1 24 | $78.2M | $151.3M |
净利润LIFRGEN
| Q4 25 | $129.7M | $13.3M | ||
| Q3 25 | $9.8M | $14.9M | ||
| Q2 25 | $7.0M | $14.9M | ||
| Q1 25 | $4.4M | $5.8M | ||
| Q4 24 | $8.5M | $-30.3M | ||
| Q3 24 | $7.7M | $-654.0K | ||
| Q2 24 | $-11.0M | $3.3M | ||
| Q1 24 | $-9.8M | $2.1M |
毛利率LIFRGEN
| Q4 25 | 75.1% | 52.5% | ||
| Q3 25 | 78.0% | 53.2% | ||
| Q2 25 | 78.4% | 50.0% | ||
| Q1 25 | 80.6% | 53.6% | ||
| Q4 24 | 74.0% | 26.1% | ||
| Q3 24 | 75.4% | 50.0% | ||
| Q2 24 | 75.0% | 49.8% | ||
| Q1 24 | 76.7% | 49.5% |
营业利润率LIFRGEN
| Q4 25 | 6.1% | 9.0% | ||
| Q3 25 | 4.6% | 8.9% | ||
| Q2 25 | 1.7% | 7.6% | ||
| Q1 25 | 2.1% | 3.9% | ||
| Q4 24 | 4.9% | -17.7% | ||
| Q3 24 | -5.3% | -5.1% | ||
| Q2 24 | -2.8% | 1.0% | ||
| Q1 24 | -8.2% | 1.3% |
净利率LIFRGEN
| Q4 25 | 88.8% | 6.7% | ||
| Q3 25 | 7.9% | 7.9% | ||
| Q2 25 | 6.1% | 8.2% | ||
| Q1 25 | 4.2% | 3.4% | ||
| Q4 24 | 7.4% | -17.4% | ||
| Q3 24 | 8.3% | -0.4% | ||
| Q2 24 | -12.9% | 2.2% | ||
| Q1 24 | -12.5% | 1.4% |
每股收益（稀释后）LIFRGEN
| Q4 25 | $1.53 | $0.24 | ||
| Q3 25 | $0.11 | $0.26 | ||
| Q2 25 | $0.08 | $0.26 | ||
| Q1 25 | $0.05 | $0.10 | ||
| Q4 24 | $0.14 | $-0.55 | ||
| Q3 24 | $0.09 | $-0.01 | ||
| Q2 24 | $-0.15 | $0.06 | ||
| Q1 24 | $-0.14 | $0.04 |
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 | $767.6M |
| 总债务越低越好 | — | $542.2M |
| 股东权益账面价值 | $548.2M | $2.1B |
| 总资产 | $959.7M | $2.9B |
| 负债/权益比越低杠杆越低 | — | 0.26× |
8季度趋势，按日历期对齐
现金及短期投资LIFRGEN
| Q4 25 | $494.3M | $767.6M | ||
| Q3 25 | $455.7M | $748.7M | ||
| Q2 25 | $432.7M | $708.9M | ||
| Q1 25 | $168.9M | $697.2M | ||
| Q4 24 | $159.2M | $757.4M | ||
| Q3 24 | $159.0M | $784.0M | ||
| Q2 24 | $160.8M | $809.1M | ||
| Q1 24 | $73.4M | $780.6M |
总债务LIFRGEN
| Q4 25 | — | $542.2M | ||
| Q3 25 | — | $537.9M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $525.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFRGEN
| Q4 25 | $548.2M | $2.1B | ||
| Q3 25 | $391.4M | $2.1B | ||
| Q2 25 | $366.7M | $2.1B | ||
| Q1 25 | $376.3M | $2.0B | ||
| Q4 24 | $358.5M | $2.0B | ||
| Q3 24 | $339.7M | $2.0B | ||
| Q2 24 | $326.7M | $2.0B | ||
| Q1 24 | $239.8M | $2.0B |
总资产LIFRGEN
| Q4 25 | $959.7M | $2.9B | ||
| Q3 25 | $787.5M | $2.9B | ||
| Q2 25 | $753.6M | $2.9B | ||
| Q1 25 | $455.4M | $2.9B | ||
| Q4 24 | $441.6M | $2.8B | ||
| Q3 24 | $427.4M | $2.8B | ||
| Q2 24 | $405.9M | $2.9B | ||
| Q1 24 | $318.8M | $2.8B |
负债/权益比LIFRGEN
| Q4 25 | — | 0.26× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.27× | ||
| 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 | $25.7M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $17.6M |
| 自由现金流率自由现金流/营收 | 25.1% | 8.9% |
| 资本支出强度资本支出/营收 | 0.2% | 4.1% |
| 现金转化率经营现金流/净利润 | 0.28× | 1.93× |
| 过去12个月自由现金流最近4个季度 | $86.8M | $93.9M |
8季度趋势，按日历期对齐
经营现金流LIFRGEN
| Q4 25 | $36.8M | $25.7M | ||
| Q3 25 | $26.4M | $48.1M | ||
| Q2 25 | $13.3M | $28.6M | ||
| Q1 25 | $12.1M | $15.0M | ||
| Q4 24 | $12.3M | $39.2M | ||
| Q3 24 | $6.3M | $49.3M | ||
| Q2 24 | $3.3M | $42.2M | ||
| Q1 24 | $10.7M | $44.7M |
自由现金流LIFRGEN
| Q4 25 | $36.6M | $17.6M | ||
| Q3 25 | $25.6M | $43.4M | ||
| Q2 25 | $12.7M | $21.5M | ||
| Q1 25 | $11.9M | $11.4M | ||
| Q4 24 | $11.2M | $33.6M | ||
| Q3 24 | $6.3M | $42.3M | ||
| Q2 24 | $3.2M | $37.4M | ||
| Q1 24 | — | $36.4M |
自由现金流率LIFRGEN
| Q4 25 | 25.1% | 8.9% | ||
| Q3 25 | 20.6% | 23.0% | ||
| Q2 25 | 11.0% | 11.8% | ||
| Q1 25 | 11.5% | 6.8% | ||
| Q4 24 | 9.7% | 19.3% | ||
| Q3 24 | 6.8% | 27.3% | ||
| Q2 24 | 3.8% | 24.3% | ||
| Q1 24 | — | 24.0% |
资本支出强度LIFRGEN
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 0.6% | 2.5% | ||
| Q2 25 | 0.6% | 3.9% | ||
| Q1 25 | 0.1% | 2.1% | ||
| Q4 24 | 1.0% | 3.2% | ||
| Q3 24 | 0.0% | 4.5% | ||
| Q2 24 | 0.1% | 3.1% | ||
| Q1 24 | 0.0% | 5.5% |
现金转化率LIFRGEN
| Q4 25 | 0.28× | 1.93× | ||
| Q3 25 | 2.70× | 3.23× | ||
| Q2 25 | 1.90× | 1.92× | ||
| Q1 25 | 2.75× | 2.57× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | — | ||
| Q2 24 | — | 12.70× | ||
| Q1 24 | — | 21.35× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
