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Life360, Inc.(LIF)与null(SWIM)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null的1.5倍($146.0M vs $100.0M),Life360, Inc.净利率更高(88.8% vs -7.0%,领先95.8%),Life360, Inc.同比增速更快(26.4% vs 14.5%),Life360, Inc.自由现金流更多($36.6M vs $14.1M),过去两年Life360, Inc.的营收复合增速更高(36.6% vs -4.9%)
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。
该企业是一家源自美国的跨国律师事务所,1934年创立于加利福尼亚州洛杉矶,在诉讼业务、公司法务以及监管合规法律领域拥有深厚的行业积累与知名度,是全球颇具影响力的综合性律所之一。
LIF vs SWIM — 直观对比
营收规模更大
LIF
是对方的1.5倍
$100.0M
营收增速更快
LIF
高出11.8%
14.5%
净利率更高
LIF
高出95.8%
-7.0%
自由现金流更多
LIF
多$22.5M
$14.1M
两年增速更快
LIF
近两年复合增速
-4.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $146.0M | $100.0M |
| 净利润 | $129.7M | $-7.0M |
| 毛利率 | 75.1% | 28.0% |
| 营业利润率 | 6.1% | -10.7% |
| 净利率 | 88.8% | -7.0% |
| 营收同比 | 26.4% | 14.5% |
| 净利润同比 | 1425.9% | 76.0% |
| 每股收益(稀释后) | $1.53 | $-0.06 |
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
SWIM
| Q4 25 | $146.0M | $100.0M | ||
| Q3 25 | $124.5M | $161.9M | ||
| Q2 25 | $115.4M | $172.6M | ||
| Q1 25 | $103.6M | $111.4M | ||
| Q4 24 | $115.5M | $87.3M | ||
| Q3 24 | $92.9M | $150.5M | ||
| Q2 24 | $84.9M | $160.1M | ||
| Q1 24 | $78.2M | $110.6M |
净利润
LIF
SWIM
| Q4 25 | $129.7M | $-7.0M | ||
| Q3 25 | $9.8M | $8.1M | ||
| Q2 25 | $7.0M | $16.0M | ||
| Q1 25 | $4.4M | $-6.0M | ||
| Q4 24 | $8.5M | $-29.2M | ||
| Q3 24 | $7.7M | $5.9M | ||
| Q2 24 | $-11.0M | $13.3M | ||
| Q1 24 | $-9.8M | $-7.9M |
毛利率
LIF
SWIM
| Q4 25 | 75.1% | 28.0% | ||
| Q3 25 | 78.0% | 35.4% | ||
| Q2 25 | 78.4% | 37.1% | ||
| Q1 25 | 80.6% | 29.5% | ||
| Q4 24 | 74.0% | 24.6% | ||
| Q3 24 | 75.4% | 32.4% | ||
| Q2 24 | 75.0% | 33.1% | ||
| Q1 24 | 76.7% | 27.7% |
营业利润率
LIF
SWIM
| Q4 25 | 6.1% | -10.7% | ||
| Q3 25 | 4.6% | 13.3% | ||
| Q2 25 | 1.7% | 14.3% | ||
| Q1 25 | 2.1% | -4.4% | ||
| Q4 24 | 4.9% | -14.9% | ||
| Q3 24 | -5.3% | 8.9% | ||
| Q2 24 | -2.8% | 12.5% | ||
| Q1 24 | -8.2% | -1.9% |
净利率
LIF
SWIM
| Q4 25 | 88.8% | -7.0% | ||
| Q3 25 | 7.9% | 5.0% | ||
| Q2 25 | 6.1% | 9.3% | ||
| Q1 25 | 4.2% | -5.4% | ||
| Q4 24 | 7.4% | -33.4% | ||
| Q3 24 | 8.3% | 3.9% | ||
| Q2 24 | -12.9% | 8.3% | ||
| Q1 24 | -12.5% | -7.1% |
每股收益(稀释后)
LIF
SWIM
| Q4 25 | $1.53 | $-0.06 | ||
| Q3 25 | $0.11 | $0.07 | ||
| Q2 25 | $0.08 | $0.13 | ||
| Q1 25 | $0.05 | $-0.05 | ||
| Q4 24 | $0.14 | $-0.24 | ||
| Q3 24 | $0.09 | $0.05 | ||
| Q2 24 | $-0.15 | $0.11 | ||
| Q1 24 | $-0.14 | $-0.07 |
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 | — |
| 总债务越低越好 | — | $279.8M |
| 股东权益账面价值 | $548.2M | $405.9M |
| 总资产 | $959.7M | $823.2M |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势,按日历期对齐
现金及短期投资
LIF
SWIM
| Q4 25 | $494.3M | — | ||
| Q3 25 | $455.7M | — | ||
| Q2 25 | $432.7M | — | ||
| Q1 25 | $168.9M | — | ||
| Q4 24 | $159.2M | — | ||
| Q3 24 | $159.0M | — | ||
| Q2 24 | $160.8M | — | ||
| Q1 24 | $73.4M | — |
总债务
LIF
SWIM
| Q4 25 | — | $279.8M | ||
| Q3 25 | — | $281.1M | ||
| Q2 25 | — | $281.5M | ||
| Q1 25 | — | $306.9M | ||
| Q4 24 | — | $281.5M | ||
| Q3 24 | — | $282.8M | ||
| Q2 24 | — | $282.4M | ||
| Q1 24 | $5.2M | $282.8M |
股东权益
LIF
SWIM
| Q4 25 | $548.2M | $405.9M | ||
| Q3 25 | $391.4M | $408.4M | ||
| Q2 25 | $366.7M | $398.4M | ||
| Q1 25 | $376.3M | $381.1M | ||
| Q4 24 | $358.5M | $387.2M | ||
| Q3 24 | $339.7M | $416.6M | ||
| Q2 24 | $326.7M | $408.1M | ||
| Q1 24 | $239.8M | $391.8M |
总资产
LIF
SWIM
| Q4 25 | $959.7M | $823.2M | ||
| Q3 25 | $787.5M | $844.4M | ||
| Q2 25 | $753.6M | $822.1M | ||
| Q1 25 | $455.4M | $824.6M | ||
| Q4 24 | $441.6M | $794.2M | ||
| Q3 24 | $427.4M | $853.4M | ||
| Q2 24 | $405.9M | $830.0M | ||
| Q1 24 | $318.8M | $808.6M |
负债/权益比
LIF
SWIM
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | — | 0.71× | ||
| Q1 25 | — | 0.81× | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | 0.68× | ||
| Q2 24 | — | 0.69× | ||
| Q1 24 | 0.02× | 0.72× |
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 | $23.3M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $14.1M |
| 自由现金流率自由现金流/营收 | 25.1% | 14.1% |
| 资本支出强度资本支出/营收 | 0.2% | 9.2% |
| 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 | $38.0M |
8季度趋势,按日历期对齐
经营现金流
LIF
SWIM
| Q4 25 | $36.8M | $23.3M | ||
| Q3 25 | $26.4M | $51.0M | ||
| Q2 25 | $13.3M | $36.0M | ||
| Q1 25 | $12.1M | $-46.9M | ||
| Q4 24 | $12.3M | $6.2M | ||
| Q3 24 | $6.3M | $37.2M | ||
| Q2 24 | $3.3M | $52.4M | ||
| Q1 24 | $10.7M | $-34.5M |
自由现金流
LIF
SWIM
| Q4 25 | $36.6M | $14.1M | ||
| Q3 25 | $25.6M | $45.2M | ||
| Q2 25 | $12.7M | $29.1M | ||
| Q1 25 | $11.9M | $-50.3M | ||
| Q4 24 | $11.2M | $-98.0K | ||
| Q3 24 | $6.3M | $33.2M | ||
| Q2 24 | $3.2M | $47.9M | ||
| Q1 24 | — | $-39.9M |
自由现金流率
LIF
SWIM
| Q4 25 | 25.1% | 14.1% | ||
| Q3 25 | 20.6% | 27.9% | ||
| Q2 25 | 11.0% | 16.8% | ||
| Q1 25 | 11.5% | -45.2% | ||
| Q4 24 | 9.7% | -0.1% | ||
| Q3 24 | 6.8% | 22.1% | ||
| Q2 24 | 3.8% | 29.9% | ||
| Q1 24 | — | -36.0% |
资本支出强度
LIF
SWIM
| Q4 25 | 0.2% | 9.2% | ||
| Q3 25 | 0.6% | 3.6% | ||
| Q2 25 | 0.6% | 4.0% | ||
| Q1 25 | 0.1% | 3.1% | ||
| Q4 24 | 1.0% | 7.2% | ||
| Q3 24 | 0.0% | 2.7% | ||
| Q2 24 | 0.1% | 2.8% | ||
| Q1 24 | 0.0% | 4.8% |
现金转化率
LIF
SWIM
| Q4 25 | 0.28× | — | ||
| Q3 25 | 2.70× | 6.29× | ||
| Q2 25 | 1.90× | 2.25× | ||
| Q1 25 | 2.75× | — | ||
| Q4 24 | 1.45× | — | ||
| Q3 24 | 0.83× | 6.32× | ||
| Q2 24 | — | 3.95× | ||
| 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
SWIM
| In Ground Swimming Pools | $50.2M | 50% |
| Covers | $37.0M | 37% |
| Liners | $12.7M | 13% |