vs
Life360, Inc.（LIF）与ROGERS CORP（ROG）财务数据对比。点击上方公司名可切换其他公司
ROGERS CORP的季度营收约是Life360, Inc.的1.4倍（$200.5M vs $146.0M），Life360, Inc.净利率更高（88.8% vs 2.2%，领先86.6%），Life360, Inc.同比增速更快（26.4% vs 5.2%），Life360, Inc.自由现金流更多（$36.6M vs $1.1M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
LIF vs ROG — 直观对比
营收规模更大
ROG
是对方的1.4倍
$146.0M
营收增速更快
LIF
高出21.1%
5.2%
净利率更高
LIF
高出86.6%
2.2%
自由现金流更多
LIF
多$35.5M
$1.1M
两年增速更快
LIF
近两年复合增速
-3.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $200.5M |
| 净利润 | $129.7M | $4.5M |
| 毛利率 | 75.1% | 32.2% |
| 营业利润率 | 6.1% | — |
| 净利率 | 88.8% | 2.2% |
| 营收同比 | 26.4% | 5.2% |
| 净利润同比 | 1425.9% | 421.4% |
| 每股收益（稀释后） | $1.53 | $0.25 |
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LIFROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $146.0M | $201.5M | ||
| Q3 25 | $124.5M | $216.0M | ||
| Q2 25 | $115.4M | $202.8M | ||
| Q1 25 | $103.6M | $190.5M | ||
| Q4 24 | $115.5M | $192.2M | ||
| Q3 24 | $92.9M | $210.3M | ||
| Q2 24 | $84.9M | $214.2M |
净利润LIFROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $129.7M | $4.6M | ||
| Q3 25 | $9.8M | $8.6M | ||
| Q2 25 | $7.0M | $-73.6M | ||
| Q1 25 | $4.4M | $-1.4M | ||
| Q4 24 | $8.5M | $-500.0K | ||
| Q3 24 | $7.7M | $10.7M | ||
| Q2 24 | $-11.0M | $8.1M |
毛利率LIFROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 75.1% | 31.5% | ||
| Q3 25 | 78.0% | 33.5% | ||
| Q2 25 | 78.4% | 31.6% | ||
| Q1 25 | 80.6% | 29.9% | ||
| Q4 24 | 74.0% | 32.1% | ||
| Q3 24 | 75.4% | 35.2% | ||
| Q2 24 | 75.0% | 34.1% |
营业利润率LIFROG
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 3.5% | ||
| Q3 25 | 4.6% | 7.3% | ||
| Q2 25 | 1.7% | -33.3% | ||
| Q1 25 | 2.1% | -0.2% | ||
| Q4 24 | 4.9% | -6.6% | ||
| Q3 24 | -5.3% | 6.9% | ||
| Q2 24 | -2.8% | 5.3% |
净利率LIFROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 88.8% | 2.3% | ||
| Q3 25 | 7.9% | 4.0% | ||
| Q2 25 | 6.1% | -36.3% | ||
| Q1 25 | 4.2% | -0.7% | ||
| Q4 24 | 7.4% | -0.3% | ||
| Q3 24 | 8.3% | 5.1% | ||
| Q2 24 | -12.9% | 3.8% |
每股收益（稀释后）LIFROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $1.53 | $0.20 | ||
| Q3 25 | $0.11 | $0.48 | ||
| Q2 25 | $0.08 | $-4.00 | ||
| Q1 25 | $0.05 | $-0.08 | ||
| Q4 24 | $0.14 | $-0.04 | ||
| Q3 24 | $0.09 | $0.58 | ||
| Q2 24 | $-0.15 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $1.2B |
| 总资产 | $959.7M | $1.4B |
| 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LIFROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $494.3M | $197.0M | ||
| Q3 25 | $455.7M | $167.8M | ||
| Q2 25 | $432.7M | $157.2M | ||
| Q1 25 | $168.9M | $175.6M | ||
| Q4 24 | $159.2M | $159.8M | ||
| Q3 24 | $159.0M | $146.4M | ||
| Q2 24 | $160.8M | $119.9M |
股东权益LIFROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $548.2M | $1.2B | ||
| Q3 25 | $391.4M | $1.2B | ||
| Q2 25 | $366.7M | $1.2B | ||
| Q1 25 | $376.3M | $1.3B | ||
| Q4 24 | $358.5M | $1.3B | ||
| Q3 24 | $339.7M | $1.3B | ||
| Q2 24 | $326.7M | $1.3B |
总资产LIFROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $959.7M | $1.4B | ||
| Q3 25 | $787.5M | $1.4B | ||
| Q2 25 | $753.6M | $1.5B | ||
| Q1 25 | $455.4M | $1.5B | ||
| Q4 24 | $441.6M | $1.5B | ||
| Q3 24 | $427.4M | $1.5B | ||
| Q2 24 | $405.9M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $1.1M |
| 自由现金流率自由现金流/营收 | 25.1% | 0.5% |
| 资本支出强度资本支出/营收 | 0.2% | 2.3% |
| 现金转化率经营现金流/净利润 | 0.28× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $86.8M | $70.1M |
8季度趋势，按日历期对齐
经营现金流LIFROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $36.8M | $46.9M | ||
| Q3 25 | $26.4M | $28.9M | ||
| Q2 25 | $13.3M | $13.7M | ||
| Q1 25 | $12.1M | $11.7M | ||
| Q4 24 | $12.3M | $33.7M | ||
| Q3 24 | $6.3M | $42.4M | ||
| Q2 24 | $3.3M | $22.9M |
自由现金流LIFROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $36.6M | $42.2M | ||
| Q3 25 | $25.6M | $21.2M | ||
| Q2 25 | $12.7M | $5.6M | ||
| Q1 25 | $11.9M | $2.1M | ||
| Q4 24 | $11.2M | $18.3M | ||
| Q3 24 | $6.3M | $25.2M | ||
| Q2 24 | $3.2M | $8.8M |
自由现金流率LIFROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 25.1% | 20.9% | ||
| Q3 25 | 20.6% | 9.8% | ||
| Q2 25 | 11.0% | 2.8% | ||
| Q1 25 | 11.5% | 1.1% | ||
| Q4 24 | 9.7% | 9.5% | ||
| Q3 24 | 6.8% | 12.0% | ||
| Q2 24 | 3.8% | 4.1% |
资本支出强度LIFROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 0.2% | 2.3% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.6% | 4.0% | ||
| Q1 25 | 0.1% | 5.0% | ||
| Q4 24 | 1.0% | 8.0% | ||
| Q3 24 | 0.0% | 8.2% | ||
| Q2 24 | 0.1% | 6.6% |
现金转化率LIFROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 0.28× | 10.20× | ||
| Q3 25 | 2.70× | 3.36× | ||
| Q2 25 | 1.90× | — | ||
| Q1 25 | 2.75× | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | 3.96× | ||
| Q2 24 | — | 2.83× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
