vs
Life360, Inc.(LIF)与Rocket Lab Corp(RKLB)财务数据对比。点击上方公司名可切换其他公司
Rocket Lab Corp的季度营收约是Life360, Inc.的1.2倍($179.7M vs $146.0M),Life360, Inc.净利率更高(88.8% vs -29.5%,领先118.3%),Rocket Lab Corp同比增速更快(35.7% vs 26.4%),Life360, Inc.自由现金流更多($36.6M vs $-114.2M),过去两年Rocket Lab Corp的营收复合增速更高(39.2% vs 36.6%)
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。
Rocket Lab是公开上市的航空航天制造商及发射服务提供商,旗下Electron轨道火箭主打小型卫星发射,截至2026年1月已成功完成超75次任务,是全球现役发射次数最多的小型运载火箭。公司还开发了Electron的亚轨道改型HASTE用作高超音速技术测试平台,下一代可复用中型运载火箭Neutron目前也在研发中。
LIF vs RKLB — 直观对比
营收规模更大
RKLB
是对方的1.2倍
$146.0M
营收增速更快
RKLB
高出9.3%
26.4%
净利率更高
LIF
高出118.3%
-29.5%
自由现金流更多
LIF
多$150.8M
$-114.2M
两年增速更快
RKLB
近两年复合增速
36.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $146.0M | $179.7M |
| 净利润 | $129.7M | $-52.9M |
| 毛利率 | 75.1% | 38.0% |
| 营业利润率 | 6.1% | -28.4% |
| 净利率 | 88.8% | -29.5% |
| 营收同比 | 26.4% | 35.7% |
| 净利润同比 | 1425.9% | -1.1% |
| 每股收益(稀释后) | $1.53 | $-0.09 |
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
RKLB
| Q4 25 | $146.0M | $179.7M | ||
| Q3 25 | $124.5M | $155.1M | ||
| Q2 25 | $115.4M | $144.5M | ||
| Q1 25 | $103.6M | $122.6M | ||
| Q4 24 | $115.5M | $132.4M | ||
| Q3 24 | $92.9M | $104.8M | ||
| Q2 24 | $84.9M | $106.3M | ||
| Q1 24 | $78.2M | $92.8M |
净利润
LIF
RKLB
| Q4 25 | $129.7M | $-52.9M | ||
| Q3 25 | $9.8M | $-18.3M | ||
| Q2 25 | $7.0M | $-66.4M | ||
| Q1 25 | $4.4M | $-60.6M | ||
| Q4 24 | $8.5M | $-52.3M | ||
| Q3 24 | $7.7M | $-51.9M | ||
| Q2 24 | $-11.0M | $-41.6M | ||
| Q1 24 | $-9.8M | $-44.3M |
毛利率
LIF
RKLB
| Q4 25 | 75.1% | 38.0% | ||
| Q3 25 | 78.0% | 37.0% | ||
| Q2 25 | 78.4% | 32.1% | ||
| Q1 25 | 80.6% | 28.8% | ||
| Q4 24 | 74.0% | 27.8% | ||
| Q3 24 | 75.4% | 26.7% | ||
| Q2 24 | 75.0% | 25.6% | ||
| Q1 24 | 76.7% | 26.1% |
营业利润率
LIF
RKLB
| Q4 25 | 6.1% | -28.4% | ||
| Q3 25 | 4.6% | -38.0% | ||
| Q2 25 | 1.7% | -41.3% | ||
| Q1 25 | 2.1% | -48.3% | ||
| Q4 24 | 4.9% | -38.9% | ||
| Q3 24 | -5.3% | -49.5% | ||
| Q2 24 | -2.8% | -40.7% | ||
| Q1 24 | -8.2% | -46.4% |
净利率
LIF
RKLB
| Q4 25 | 88.8% | -29.5% | ||
| Q3 25 | 7.9% | -11.8% | ||
| Q2 25 | 6.1% | -46.0% | ||
| Q1 25 | 4.2% | -49.5% | ||
| Q4 24 | 7.4% | -39.5% | ||
| Q3 24 | 8.3% | -49.6% | ||
| Q2 24 | -12.9% | -39.2% | ||
| Q1 24 | -12.5% | -47.7% |
每股收益(稀释后)
LIF
RKLB
| Q4 25 | $1.53 | $-0.09 | ||
| Q3 25 | $0.11 | $-0.03 | ||
| Q2 25 | $0.08 | $-0.13 | ||
| Q1 25 | $0.05 | $-0.12 | ||
| Q4 24 | $0.14 | $-0.11 | ||
| Q3 24 | $0.09 | $-0.10 | ||
| Q2 24 | $-0.15 | $-0.08 | ||
| 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 | $1.0B |
| 总债务越低越好 | — | $152.4M |
| 股东权益账面价值 | $548.2M | $1.7B |
| 总资产 | $959.7M | $2.3B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势,按日历期对齐
现金及短期投资
LIF
RKLB
| Q4 25 | $494.3M | $1.0B | ||
| Q3 25 | $455.7M | $976.7M | ||
| Q2 25 | $432.7M | $688.1M | ||
| Q1 25 | $168.9M | $428.4M | ||
| Q4 24 | $159.2M | $419.0M | ||
| Q3 24 | $159.0M | $442.4M | ||
| Q2 24 | $160.8M | $496.8M | ||
| Q1 24 | $73.4M | $492.5M |
总债务
LIF
RKLB
| Q4 25 | — | $152.4M | ||
| Q3 25 | — | $347.0M | ||
| Q2 25 | — | $346.5M | ||
| Q1 25 | — | $345.9M | ||
| Q4 24 | — | $345.4M | ||
| Q3 24 | — | $61.2M | ||
| Q2 24 | — | $64.2M | ||
| Q1 24 | $5.2M | $66.8M |
股东权益
LIF
RKLB
| Q4 25 | $548.2M | $1.7B | ||
| Q3 25 | $391.4M | $1.3B | ||
| Q2 25 | $366.7M | $688.5M | ||
| Q1 25 | $376.3M | $431.3M | ||
| Q4 24 | $358.5M | $382.5M | ||
| Q3 24 | $339.7M | $419.8M | ||
| Q2 24 | $326.7M | $455.2M | ||
| Q1 24 | $239.8M | $478.9M |
总资产
LIF
RKLB
| Q4 25 | $959.7M | $2.3B | ||
| Q3 25 | $787.5M | $2.2B | ||
| Q2 25 | $753.6M | $1.6B | ||
| Q1 25 | $455.4M | $1.3B | ||
| Q4 24 | $441.6M | $1.2B | ||
| Q3 24 | $427.4M | $1.2B | ||
| Q2 24 | $405.9M | $1.2B | ||
| Q1 24 | $318.8M | $1.2B |
负债/权益比
LIF
RKLB
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.50× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 0.90× | ||
| Q3 24 | — | 0.15× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | 0.02× | 0.14× |
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 | $-64.5M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $-114.2M |
| 自由现金流率自由现金流/营收 | 25.1% | -63.6% |
| 资本支出强度资本支出/营收 | 0.2% | 27.6% |
| 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 | $-321.8M |
8季度趋势,按日历期对齐
经营现金流
LIF
RKLB
| Q4 25 | $36.8M | $-64.5M | ||
| Q3 25 | $26.4M | $-23.5M | ||
| Q2 25 | $13.3M | $-23.2M | ||
| Q1 25 | $12.1M | $-54.2M | ||
| Q4 24 | $12.3M | $-2.4M | ||
| Q3 24 | $6.3M | $-30.9M | ||
| Q2 24 | $3.3M | $-13.0M | ||
| Q1 24 | $10.7M | $-2.6M |
自由现金流
LIF
RKLB
| Q4 25 | $36.6M | $-114.2M | ||
| Q3 25 | $25.6M | $-69.4M | ||
| Q2 25 | $12.7M | $-55.3M | ||
| Q1 25 | $11.9M | $-82.9M | ||
| Q4 24 | $11.2M | $-23.9M | ||
| Q3 24 | $6.3M | $-41.9M | ||
| Q2 24 | $3.2M | $-28.3M | ||
| Q1 24 | — | $-21.8M |
自由现金流率
LIF
RKLB
| Q4 25 | 25.1% | -63.6% | ||
| Q3 25 | 20.6% | -44.8% | ||
| Q2 25 | 11.0% | -38.3% | ||
| Q1 25 | 11.5% | -67.6% | ||
| Q4 24 | 9.7% | -18.1% | ||
| Q3 24 | 6.8% | -40.0% | ||
| Q2 24 | 3.8% | -26.7% | ||
| Q1 24 | — | -23.5% |
资本支出强度
LIF
RKLB
| Q4 25 | 0.2% | 27.6% | ||
| Q3 25 | 0.6% | 29.6% | ||
| Q2 25 | 0.6% | 22.2% | ||
| Q1 25 | 0.1% | 23.4% | ||
| Q4 24 | 1.0% | 16.3% | ||
| Q3 24 | 0.0% | 10.5% | ||
| Q2 24 | 0.1% | 14.4% | ||
| Q1 24 | 0.0% | 20.7% |
现金转化率
LIF
RKLB
| 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 | — | — | ||
| 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
RKLB
| Products | $94.0M | 52% |
| Transferred Over Time | $87.3M | 49% |