vs
Life360, Inc.（LIF）与BRC Group Holdings, Inc.（RILY）财务数据对比。点击上方公司名可切换其他公司
BRC Group Holdings, Inc.的季度营收约是Life360, Inc.的1.3倍（$188.3M vs $146.0M），Life360, Inc.净利率更高（88.8% vs 47.9%，领先40.9%），Life360, Inc.同比增速更快（26.4% vs -21.9%），过去两年Life360, Inc.的营收复合增速更高（36.6% vs -15.4%）
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。
LIF vs RILY — 直观对比
营收规模更大
RILY
是对方的1.3倍
$146.0M
营收增速更快
LIF
高出48.2%
-21.9%
净利率更高
LIF
高出40.9%
47.9%
两年增速更快
LIF
近两年复合增速
-15.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $188.3M |
| 净利润 | $129.7M | $90.3M |
| 毛利率 | 75.1% | 79.5% |
| 营业利润率 | 6.1% | 32.3% |
| 净利率 | 88.8% | 47.9% |
| 营收同比 | 26.4% | -21.9% |
| 净利润同比 | 1425.9% | 1710.8% |
| 每股收益（稀释后） | $1.53 | $2.78 |
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LIFRILY
| Q4 25 | $146.0M | $188.3M | ||
| Q3 25 | $124.5M | $215.3M | ||
| Q2 25 | $115.4M | $188.2M | ||
| Q1 25 | $103.6M | $197.2M | ||
| Q4 24 | $115.5M | $241.0M | ||
| Q3 24 | $92.9M | $225.5M | ||
| Q2 24 | $84.9M | $256.0M | ||
| Q1 24 | $78.2M | $263.4M |
净利润LIFRILY
| Q4 25 | $129.7M | $90.3M | ||
| Q3 25 | $9.8M | $91.1M | ||
| Q2 25 | $7.0M | $139.5M | ||
| Q1 25 | $4.4M | $-10.0M | ||
| Q4 24 | $8.5M | $-5.6M | ||
| Q3 24 | $7.7M | $-284.4M | ||
| Q2 24 | $-11.0M | $-433.6M | ||
| Q1 24 | $-9.8M | $-49.2M |
毛利率LIFRILY
| Q4 25 | 75.1% | 79.5% | ||
| Q3 25 | 78.0% | 83.7% | ||
| Q2 25 | 78.4% | 81.3% | ||
| Q1 25 | 80.6% | 81.4% | ||
| Q4 24 | 74.0% | 79.8% | ||
| Q3 24 | 75.4% | 82.1% | ||
| Q2 24 | 75.0% | 84.5% | ||
| Q1 24 | 76.7% | 85.3% |
营业利润率LIFRILY
| Q4 25 | 6.1% | 32.3% | ||
| Q3 25 | 4.6% | 30.4% | ||
| Q2 25 | 1.7% | 5.7% | ||
| Q1 25 | 2.1% | -31.2% | ||
| Q4 24 | 4.9% | -69.2% | ||
| Q3 24 | -5.3% | -36.4% | ||
| Q2 24 | -2.8% | -90.8% | ||
| Q1 24 | -8.2% | -6.1% |
净利率LIFRILY
| Q4 25 | 88.8% | 47.9% | ||
| Q3 25 | 7.9% | 42.3% | ||
| Q2 25 | 6.1% | 74.1% | ||
| Q1 25 | 4.2% | -5.1% | ||
| Q4 24 | 7.4% | -2.3% | ||
| Q3 24 | 8.3% | -126.1% | ||
| Q2 24 | -12.9% | -169.4% | ||
| Q1 24 | -12.5% | -18.7% |
每股收益（稀释后）LIFRILY
| Q4 25 | $1.53 | $2.78 | ||
| Q3 25 | $0.11 | $2.91 | ||
| Q2 25 | $0.08 | $4.50 | ||
| Q1 25 | $0.05 | $-0.39 | ||
| Q4 24 | $0.14 | $-0.01 | ||
| Q3 24 | $0.09 | $-9.39 | ||
| Q2 24 | $-0.15 | $-14.35 | ||
| Q1 24 | $-0.14 | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $548.2M | $-171.5M |
| 总资产 | $959.7M | $1.7B |
| 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LIFRILY
| Q4 25 | $494.3M | $226.6M | ||
| Q3 25 | $455.7M | $184.2M | ||
| Q2 25 | $432.7M | $267.4M | ||
| Q1 25 | $168.9M | $138.3M | ||
| Q4 24 | $159.2M | $146.9M | ||
| Q3 24 | $159.0M | $159.2M | ||
| Q2 24 | $160.8M | $236.9M | ||
| Q1 24 | $73.4M | $190.7M |
总债务LIFRILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFRILY
| Q4 25 | $548.2M | $-171.5M | ||
| Q3 25 | $391.4M | $-260.5M | ||
| Q2 25 | $366.7M | $-351.7M | ||
| Q1 25 | $376.3M | $-496.8M | ||
| Q4 24 | $358.5M | $-488.2M | ||
| Q3 24 | $339.7M | $-497.6M | ||
| Q2 24 | $326.7M | $-218.3M | ||
| Q1 24 | $239.8M | $228.4M |
总资产LIFRILY
| Q4 25 | $959.7M | $1.7B | ||
| Q3 25 | $787.5M | $1.7B | ||
| Q2 25 | $753.6M | $1.5B | ||
| Q1 25 | $455.4M | $1.5B | ||
| Q4 24 | $441.6M | $1.8B | ||
| Q3 24 | $427.4M | $2.2B | ||
| Q2 24 | $405.9M | $3.2B | ||
| Q1 24 | $318.8M | $5.0B |
负债/权益比LIFRILY
| 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 | $26.2M |
| 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% | — |
| 现金转化率经营现金流/净利润 | 0.28× | 0.29× |
| 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LIFRILY
| Q4 25 | $36.8M | $26.2M | ||
| Q3 25 | $26.4M | $-60.6M | ||
| Q2 25 | $13.3M | $-25.6M | ||
| Q1 25 | $12.1M | $184.0K | ||
| Q4 24 | $12.3M | $-2.7M | ||
| Q3 24 | $6.3M | $19.5M | ||
| Q2 24 | $3.3M | $111.5M | ||
| Q1 24 | $10.7M | $135.4M |
自由现金流LIFRILY
| Q4 25 | $36.6M | — | ||
| Q3 25 | $25.6M | — | ||
| Q2 25 | $12.7M | — | ||
| Q1 25 | $11.9M | — | ||
| Q4 24 | $11.2M | — | ||
| Q3 24 | $6.3M | — | ||
| Q2 24 | $3.2M | — | ||
| Q1 24 | — | — |
自由现金流率LIFRILY
| Q4 25 | 25.1% | — | ||
| Q3 25 | 20.6% | — | ||
| Q2 25 | 11.0% | — | ||
| Q1 25 | 11.5% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 6.8% | — | ||
| Q2 24 | 3.8% | — | ||
| Q1 24 | — | — |
资本支出强度LIFRILY
| Q4 25 | 0.2% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.1% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.1% | — | ||
| Q1 24 | 0.0% | — |
现金转化率LIFRILY
| Q4 25 | 0.28× | 0.29× | ||
| Q3 25 | 2.70× | -0.66× | ||
| Q2 25 | 1.90× | -0.18× | ||
| 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
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
