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Life360, Inc.(LIF)与RESOURCES CONNECTION, INC.(RGP)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RESOURCES CONNECTION, INC.的1.2倍($146.0M vs $117.7M),Life360, Inc.净利率更高(88.8% vs -10.8%,领先99.6%),Life360, Inc.同比增速更快(26.4% vs -19.2%),Life360, Inc.自由现金流更多($36.6M vs $15.6M),过去两年Life360, Inc.的营收复合增速更高(36.6% vs -11.8%)
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。
RGP原名 Resources Global Professionals,是 Resources Connection, Inc. 的核心运营主体,面向全球客户提供多领域专业咨询服务,覆盖财务会计、信息管理、治理风险合规、人力资本、法务监管、企业咨询与重组、战略传播以及供应链管理等板块。
LIF vs RGP — 直观对比
营收规模更大
LIF
是对方的1.2倍
$117.7M
营收增速更快
LIF
高出45.5%
-19.2%
净利率更高
LIF
高出99.6%
-10.8%
自由现金流更多
LIF
多$21.0M
$15.6M
两年增速更快
LIF
近两年复合增速
-11.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $146.0M | $117.7M |
| 净利润 | $129.7M | $-12.7M |
| 毛利率 | 75.1% | 37.1% |
| 营业利润率 | 6.1% | -10.3% |
| 净利率 | 88.8% | -10.8% |
| 营收同比 | 26.4% | -19.2% |
| 净利润同比 | 1425.9% | 81.6% |
| 每股收益(稀释后) | $1.53 | $-0.38 |
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
RGP
| Q4 25 | $146.0M | $117.7M | ||
| Q3 25 | $124.5M | $120.2M | ||
| Q2 25 | $115.4M | $139.3M | ||
| Q1 25 | $103.6M | $129.4M | ||
| Q4 24 | $115.5M | $145.6M | ||
| Q3 24 | $92.9M | $136.9M | ||
| Q2 24 | $84.9M | $148.2M | ||
| Q1 24 | $78.2M | $151.3M |
净利润
LIF
RGP
| Q4 25 | $129.7M | $-12.7M | ||
| Q3 25 | $9.8M | $-2.4M | ||
| Q2 25 | $7.0M | $-73.3M | ||
| Q1 25 | $4.4M | $-44.1M | ||
| Q4 24 | $8.5M | $-68.7M | ||
| Q3 24 | $7.7M | $-5.7M | ||
| Q2 24 | $-11.0M | $10.5M | ||
| Q1 24 | $-9.8M | $2.5M |
毛利率
LIF
RGP
| Q4 25 | 75.1% | 37.1% | ||
| Q3 25 | 78.0% | 39.5% | ||
| Q2 25 | 78.4% | 40.2% | ||
| Q1 25 | 80.6% | 35.1% | ||
| Q4 24 | 74.0% | 38.5% | ||
| Q3 24 | 75.4% | 36.5% | ||
| Q2 24 | 75.0% | 40.2% | ||
| Q1 24 | 76.7% | 37.0% |
营业利润率
LIF
RGP
| Q4 25 | 6.1% | -10.3% | ||
| Q3 25 | 4.6% | -1.7% | ||
| Q2 25 | 1.7% | -47.0% | ||
| Q1 25 | 2.1% | -38.4% | ||
| Q4 24 | 4.9% | -52.7% | ||
| Q3 24 | -5.3% | -3.5% | ||
| Q2 24 | -2.8% | 7.6% | ||
| Q1 24 | -8.2% | 2.8% |
净利率
LIF
RGP
| Q4 25 | 88.8% | -10.8% | ||
| Q3 25 | 7.9% | -2.0% | ||
| Q2 25 | 6.1% | -52.6% | ||
| Q1 25 | 4.2% | -34.0% | ||
| Q4 24 | 7.4% | -47.2% | ||
| Q3 24 | 8.3% | -4.2% | ||
| Q2 24 | -12.9% | 7.1% | ||
| Q1 24 | -12.5% | 1.7% |
每股收益(稀释后)
LIF
RGP
| Q4 25 | $1.53 | $-0.38 | ||
| Q3 25 | $0.11 | $-0.07 | ||
| Q2 25 | $0.08 | $-2.21 | ||
| Q1 25 | $0.05 | $-1.34 | ||
| Q4 24 | $0.14 | $-2.08 | ||
| Q3 24 | $0.09 | $-0.17 | ||
| Q2 24 | $-0.15 | $0.31 | ||
| Q1 24 | $-0.14 | $0.08 |
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 | $89.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $194.6M |
| 总资产 | $959.7M | $289.3M |
| 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
LIF
RGP
| Q4 25 | $494.3M | $89.8M | ||
| Q3 25 | $455.7M | $77.5M | ||
| Q2 25 | $432.7M | $86.1M | ||
| Q1 25 | $168.9M | $72.5M | ||
| Q4 24 | $159.2M | $78.2M | ||
| Q3 24 | $159.0M | $89.6M | ||
| Q2 24 | $160.8M | $108.9M | ||
| Q1 24 | $73.4M | $113.8M |
总债务
LIF
RGP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益
LIF
RGP
| Q4 25 | $548.2M | $194.6M | ||
| Q3 25 | $391.4M | $206.4M | ||
| Q2 25 | $366.7M | $207.1M | ||
| Q1 25 | $376.3M | $277.8M | ||
| Q4 24 | $358.5M | $325.7M | ||
| Q3 24 | $339.7M | $407.2M | ||
| Q2 24 | $326.7M | $418.8M | ||
| Q1 24 | $239.8M | $414.9M |
总资产
LIF
RGP
| Q4 25 | $959.7M | $289.3M | ||
| Q3 25 | $787.5M | $287.2M | ||
| Q2 25 | $753.6M | $304.7M | ||
| Q1 25 | $455.4M | $375.6M | ||
| Q4 24 | $441.6M | $424.9M | ||
| Q3 24 | $427.4M | $512.9M | ||
| Q2 24 | $405.9M | $510.9M | ||
| Q1 24 | $318.8M | $523.2M |
负债/权益比
LIF
RGP
| 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 | $15.9M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $15.6M |
| 自由现金流率自由现金流/营收 | 25.1% | 13.2% |
| 资本支出强度资本支出/营收 | 0.2% | 0.3% |
| 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 | $24.3M |
8季度趋势,按日历期对齐
经营现金流
LIF
RGP
| Q4 25 | $36.8M | $15.9M | ||
| Q3 25 | $26.4M | $-7.8M | ||
| Q2 25 | $13.3M | $16.8M | ||
| Q1 25 | $12.1M | $659.0K | ||
| Q4 24 | $12.3M | $1.8M | ||
| Q3 24 | $6.3M | $-309.0K | ||
| Q2 24 | $3.3M | $3.2M | ||
| Q1 24 | $10.7M | $20.5M |
自由现金流
LIF
RGP
| Q4 25 | $36.6M | $15.6M | ||
| Q3 25 | $25.6M | $-8.0M | ||
| Q2 25 | $12.7M | $16.5M | ||
| Q1 25 | $11.9M | $238.0K | ||
| Q4 24 | $11.2M | $61.0K | ||
| Q3 24 | $6.3M | $-575.0K | ||
| Q2 24 | $3.2M | $3.0M | ||
| Q1 24 | — | $20.4M |
自由现金流率
LIF
RGP
| Q4 25 | 25.1% | 13.2% | ||
| Q3 25 | 20.6% | -6.6% | ||
| Q2 25 | 11.0% | 11.8% | ||
| Q1 25 | 11.5% | 0.2% | ||
| Q4 24 | 9.7% | 0.0% | ||
| Q3 24 | 6.8% | -0.4% | ||
| Q2 24 | 3.8% | 2.1% | ||
| Q1 24 | — | 13.5% |
资本支出强度
LIF
RGP
| Q4 25 | 0.2% | 0.3% | ||
| Q3 25 | 0.6% | 0.1% | ||
| Q2 25 | 0.6% | 0.2% | ||
| Q1 25 | 0.1% | 0.3% | ||
| Q4 24 | 1.0% | 1.2% | ||
| Q3 24 | 0.0% | 0.2% | ||
| Q2 24 | 0.1% | 0.1% | ||
| Q1 24 | 0.0% | 0.1% |
现金转化率
LIF
RGP
| 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 | — | 0.30× | ||
| Q1 24 | — | 8.04× |
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
RGP
| US | $93.7M | 80% |
| Non Us | $24.0M | 20% |