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Life360, Inc.（LIF）与Toast, Inc.（TOST）财务数据对比。点击上方公司名可切换其他公司
Toast, Inc.的季度营收约是Life360, Inc.的11.2倍（$1.6B vs $146.0M）。Life360, Inc.净利率更高（88.8% vs 6.2%，领先82.6%）。Life360, Inc.同比增速更快（26.4% vs 22.0%）。Toast, Inc.自由现金流更多（$178.0M vs $36.6M）。过去两年Life360, Inc.的营收复合增速更高（36.6% vs 23.3%）
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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
LIF vs TOST — 直观对比
营收规模更大
TOST
是对方的11.2倍
$146.0M
营收增速更快
LIF
高出4.3%
22.0%
净利率更高
LIF
高出82.6%
6.2%
自由现金流更多
TOST
多$141.4M
$36.6M
两年增速更快
LIF
近两年复合增速
23.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $1.6B |
| 净利润 | $129.7M | $101.0M |
| 毛利率 | 75.1% | 25.9% |
| 营业利润率 | 6.1% | 5.2% |
| 净利率 | 88.8% | 6.2% |
| 营收同比 | 26.4% | 22.0% |
| 净利润同比 | 1425.9% | 215.6% |
| 每股收益（稀释后） | $1.53 | $0.18 |
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LIFTOST
| Q4 25 | $146.0M | $1.6B | ||
| Q3 25 | $124.5M | $1.6B | ||
| Q2 25 | $115.4M | $1.6B | ||
| Q1 25 | $103.6M | $1.3B | ||
| Q4 24 | $115.5M | $1.3B | ||
| Q3 24 | $92.9M | $1.3B | ||
| Q2 24 | $84.9M | $1.2B | ||
| Q1 24 | $78.2M | $1.1B |
净利润LIFTOST
| Q4 25 | $129.7M | $101.0M | ||
| Q3 25 | $9.8M | $105.0M | ||
| Q2 25 | $7.0M | $80.0M | ||
| Q1 25 | $4.4M | $56.0M | ||
| Q4 24 | $8.5M | $32.0M | ||
| Q3 24 | $7.7M | $56.0M | ||
| Q2 24 | $-11.0M | $14.0M | ||
| Q1 24 | $-9.8M | $-83.0M |
毛利率LIFTOST
| Q4 25 | 75.1% | 25.9% | ||
| Q3 25 | 78.0% | 26.5% | ||
| Q2 25 | 78.4% | 25.3% | ||
| Q1 25 | 80.6% | 25.9% | ||
| Q4 24 | 74.0% | 24.9% | ||
| Q3 24 | 75.4% | 24.7% | ||
| Q2 24 | 75.0% | 23.0% | ||
| Q1 24 | 76.7% | 23.2% |
营业利润率LIFTOST
| Q4 25 | 6.1% | 5.2% | ||
| Q3 25 | 4.6% | 5.1% | ||
| Q2 25 | 1.7% | 5.2% | ||
| Q1 25 | 2.1% | 3.2% | ||
| Q4 24 | 4.9% | 2.5% | ||
| Q3 24 | -5.3% | 2.6% | ||
| Q2 24 | -2.8% | 0.4% | ||
| Q1 24 | -8.2% | -5.2% |
净利率LIFTOST
| Q4 25 | 88.8% | 6.2% | ||
| Q3 25 | 7.9% | 6.4% | ||
| Q2 25 | 6.1% | 5.2% | ||
| Q1 25 | 4.2% | 4.2% | ||
| Q4 24 | 7.4% | 2.4% | ||
| Q3 24 | 8.3% | 4.3% | ||
| Q2 24 | -12.9% | 1.1% | ||
| Q1 24 | -12.5% | -7.7% |
每股收益（稀释后）LIFTOST
| Q4 25 | $1.53 | $0.18 | ||
| Q3 25 | $0.11 | $0.16 | ||
| Q2 25 | $0.08 | $0.13 | ||
| Q1 25 | $0.05 | $0.09 | ||
| Q4 24 | $0.14 | $0.09 | ||
| Q3 24 | $0.09 | $0.07 | ||
| Q2 24 | $-0.15 | $0.02 | ||
| Q1 24 | $-0.14 | $-0.15 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $2.1B |
| 总资产 | $959.7M | $3.1B |
| 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LIFTOST
| Q4 25 | $494.3M | $1.4B | ||
| Q3 25 | $455.7M | $1.4B | ||
| Q2 25 | $432.7M | $1.2B | ||
| Q1 25 | $168.9M | $1.0B | ||
| Q4 24 | $159.2M | $903.0M | ||
| Q3 24 | $159.0M | $761.0M | ||
| Q2 24 | $160.8M | $691.0M | ||
| Q1 24 | $73.4M | $578.0M |
总债务LIFTOST
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFTOST
| Q4 25 | $548.2M | $2.1B | ||
| Q3 25 | $391.4M | $2.0B | ||
| Q2 25 | $366.7M | $1.8B | ||
| Q1 25 | $376.3M | $1.7B | ||
| Q4 24 | $358.5M | $1.5B | ||
| Q3 24 | $339.7M | $1.4B | ||
| Q2 24 | $326.7M | $1.3B | ||
| Q1 24 | $239.8M | $1.2B |
总资产LIFTOST
| Q4 25 | $959.7M | $3.1B | ||
| Q3 25 | $787.5M | $3.0B | ||
| Q2 25 | $753.6M | $2.8B | ||
| Q1 25 | $455.4M | $2.6B | ||
| Q4 24 | $441.6M | $2.4B | ||
| Q3 24 | $427.4M | $2.2B | ||
| Q2 24 | $405.9M | $2.2B | ||
| Q1 24 | $318.8M | $2.1B |
负债/权益比LIFTOST
| 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 | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $178.0M |
| 自由现金流率自由现金流/营收 | 25.1% | 10.9% |
| 资本支出强度资本支出/营收 | 0.2% | 1.0% |
| 现金转化率经营现金流/净利润 | 0.28× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $86.8M | $608.0M |
8季度趋势，按日历期对齐
经营现金流LIFTOST
| Q4 25 | $36.8M | $194.0M | ||
| Q3 25 | $26.4M | $165.0M | ||
| Q2 25 | $13.3M | $223.0M | ||
| Q1 25 | $12.1M | $79.0M | ||
| Q4 24 | $12.3M | $147.0M | ||
| Q3 24 | $6.3M | $109.0M | ||
| Q2 24 | $3.3M | $124.0M | ||
| Q1 24 | $10.7M | $-20.0M |
自由现金流LIFTOST
| Q4 25 | $36.6M | $178.0M | ||
| Q3 25 | $25.6M | $153.0M | ||
| Q2 25 | $12.7M | $208.0M | ||
| Q1 25 | $11.9M | $69.0M | ||
| Q4 24 | $11.2M | $134.0M | ||
| Q3 24 | $6.3M | $97.0M | ||
| Q2 24 | $3.2M | $108.0M | ||
| Q1 24 | — | $-33.0M |
自由现金流率LIFTOST
| Q4 25 | 25.1% | 10.9% | ||
| Q3 25 | 20.6% | 9.4% | ||
| Q2 25 | 11.0% | 13.4% | ||
| Q1 25 | 11.5% | 5.2% | ||
| Q4 24 | 9.7% | 10.0% | ||
| Q3 24 | 6.8% | 7.4% | ||
| Q2 24 | 3.8% | 8.7% | ||
| Q1 24 | — | -3.1% |
资本支出强度LIFTOST
| Q4 25 | 0.2% | 1.0% | ||
| Q3 25 | 0.6% | 0.7% | ||
| Q2 25 | 0.6% | 1.0% | ||
| Q1 25 | 0.1% | 0.7% | ||
| Q4 24 | 1.0% | 1.0% | ||
| Q3 24 | 0.0% | 0.9% | ||
| Q2 24 | 0.1% | 1.3% | ||
| Q1 24 | 0.0% | 1.2% |
现金转化率LIFTOST
| Q4 25 | 0.28× | 1.92× | ||
| Q3 25 | 2.70× | 1.57× | ||
| Q2 25 | 1.90× | 2.79× | ||
| Q1 25 | 2.75× | 1.41× | ||
| Q4 24 | 1.45× | 4.59× | ||
| Q3 24 | 0.83× | 1.95× | ||
| Q2 24 | — | 8.86× | ||
| 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
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
