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Life360, Inc.（LIF）与GIBRALTAR INDUSTRIES, INC.（ROCK）财务数据对比。点击上方公司名可切换其他公司
GIBRALTAR INDUSTRIES, INC.的季度营收约是Life360, Inc.的1.5倍（$225.0M vs $146.0M），Life360, Inc.同比增速更快（26.4% vs 24.9%），Life360, Inc.自由现金流更多（$36.6M vs $26.2M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
LIF vs ROCK — 直观对比
营收规模更大
ROCK
是对方的1.5倍
$146.0M
营收增速更快
LIF
高出1.4%
24.9%
自由现金流更多
LIF
多$10.4M
$26.2M
两年增速更快
LIF
近两年复合增速
-12.3%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $225.0M |
| 净利润 | $129.7M | — |
| 毛利率 | 75.1% | 25.3% |
| 营业利润率 | 6.1% | 7.9% |
| 净利率 | 88.8% | — |
| 营收同比 | 26.4% | 24.9% |
| 净利润同比 | 1425.9% | — |
| 每股收益（稀释后） | $1.53 | — |
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LIFROCK
| Q4 25 | $146.0M | $225.0M | ||
| Q3 25 | $124.5M | $310.9M | ||
| Q2 25 | $115.4M | $309.5M | ||
| Q1 25 | $103.6M | $290.0M | ||
| Q4 24 | $115.5M | $180.1M | ||
| Q3 24 | $92.9M | $277.1M | ||
| Q2 24 | $84.9M | $273.6M | ||
| Q1 24 | $78.2M | $292.5M |
净利润LIFROCK
| Q4 25 | $129.7M | — | ||
| Q3 25 | $9.8M | $-89.1M | ||
| Q2 25 | $7.0M | $26.0M | ||
| Q1 25 | $4.4M | $21.1M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $7.7M | $34.0M | ||
| Q2 24 | $-11.0M | $32.2M | ||
| Q1 24 | $-9.8M | $24.9M |
毛利率LIFROCK
| Q4 25 | 75.1% | 25.3% | ||
| Q3 25 | 78.0% | 26.6% | ||
| Q2 25 | 78.4% | 28.4% | ||
| Q1 25 | 80.6% | 26.8% | ||
| Q4 24 | 74.0% | 29.0% | ||
| Q3 24 | 75.4% | 29.4% | ||
| Q2 24 | 75.0% | 30.5% | ||
| Q1 24 | 76.7% | 28.9% |
营业利润率LIFROCK
| Q4 25 | 6.1% | 7.9% | ||
| Q3 25 | 4.6% | 12.8% | ||
| Q2 25 | 1.7% | 12.8% | ||
| Q1 25 | 2.1% | 8.8% | ||
| Q4 24 | 4.9% | 13.3% | ||
| Q3 24 | -5.3% | 15.6% | ||
| Q2 24 | -2.8% | 14.9% | ||
| Q1 24 | -8.2% | 10.8% |
净利率LIFROCK
| Q4 25 | 88.8% | — | ||
| Q3 25 | 7.9% | -28.6% | ||
| Q2 25 | 6.1% | 8.4% | ||
| Q1 25 | 4.2% | 7.3% | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 8.3% | 12.3% | ||
| Q2 24 | -12.9% | 11.8% | ||
| Q1 24 | -12.5% | 8.5% |
每股收益（稀释后）LIFROCK
| Q4 25 | $1.53 | — | ||
| Q3 25 | $0.11 | $-2.98 | ||
| Q2 25 | $0.08 | $0.87 | ||
| Q1 25 | $0.05 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.09 | $1.11 | ||
| Q2 24 | $-0.15 | $1.05 | ||
| Q1 24 | $-0.14 | — |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $548.2M | $950.4M |
| 总资产 | $959.7M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资LIFROCK
| Q4 25 | $494.3M | $115.7M | ||
| Q3 25 | $455.7M | $89.4M | ||
| Q2 25 | $432.7M | $43.3M | ||
| Q1 25 | $168.9M | $25.1M | ||
| Q4 24 | $159.2M | $269.5M | ||
| Q3 24 | $159.0M | $228.9M | ||
| Q2 24 | $160.8M | $179.1M | ||
| Q1 24 | $73.4M | $146.7M |
总债务LIFROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | $5.2M | $0 |
股东权益LIFROCK
| Q4 25 | $548.2M | $950.4M | ||
| Q3 25 | $391.4M | $951.8M | ||
| Q2 25 | $366.7M | $1.0B | ||
| Q1 25 | $376.3M | $1.0B | ||
| Q4 24 | $358.5M | $1.0B | ||
| Q3 24 | $339.7M | $1.0B | ||
| Q2 24 | $326.7M | $975.7M | ||
| Q1 24 | $239.8M | $940.2M |
总资产LIFROCK
| Q4 25 | $959.7M | $1.4B | ||
| Q3 25 | $787.5M | $1.4B | ||
| Q2 25 | $753.6M | $1.5B | ||
| Q1 25 | $455.4M | $1.4B | ||
| Q4 24 | $441.6M | $1.4B | ||
| Q3 24 | $427.4M | $1.4B | ||
| Q2 24 | $405.9M | $1.4B | ||
| Q1 24 | $318.8M | $1.3B |
负债/权益比LIFROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | 0.02× | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $26.2M |
| 自由现金流率自由现金流/营收 | 25.1% | 11.7% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $86.8M | $120.6M |
8季度趋势，按日历期对齐
经营现金流LIFROCK
| Q4 25 | $36.8M | $35.5M | ||
| Q3 25 | $26.4M | $73.0M | ||
| Q2 25 | $13.3M | $44.9M | ||
| Q1 25 | $12.1M | $13.7M | ||
| Q4 24 | $12.3M | $19.9M | ||
| Q3 24 | $6.3M | $64.7M | ||
| Q2 24 | $3.3M | $36.5M | ||
| Q1 24 | $10.7M | $53.2M |
自由现金流LIFROCK
| Q4 25 | $36.6M | $26.2M | ||
| Q3 25 | $25.6M | $64.8M | ||
| Q2 25 | $12.7M | $27.3M | ||
| Q1 25 | $11.9M | $2.3M | ||
| Q4 24 | $11.2M | $14.1M | ||
| Q3 24 | $6.3M | $60.5M | ||
| Q2 24 | $3.2M | $33.5M | ||
| Q1 24 | — | $48.8M |
自由现金流率LIFROCK
| Q4 25 | 25.1% | 11.7% | ||
| Q3 25 | 20.6% | 20.8% | ||
| Q2 25 | 11.0% | 8.8% | ||
| Q1 25 | 11.5% | 0.8% | ||
| Q4 24 | 9.7% | 7.8% | ||
| Q3 24 | 6.8% | 21.8% | ||
| Q2 24 | 3.8% | 12.2% | ||
| Q1 24 | — | 16.7% |
资本支出强度LIFROCK
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 0.6% | 2.6% | ||
| Q2 25 | 0.6% | 5.7% | ||
| Q1 25 | 0.1% | 3.9% | ||
| Q4 24 | 1.0% | 3.3% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 0.1% | 1.1% | ||
| Q1 24 | 0.0% | 1.5% |
现金转化率LIFROCK
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | — | ||
| Q2 25 | 1.90× | 1.73× | ||
| Q1 25 | 2.75× | 0.65× | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | 1.90× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 2.13× |
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
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
