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Life360, Inc.（LIF）与再鼎医药（ZLAB）财务数据对比。点击上方公司名可切换其他公司
Life360, Inc.的季度营收约是再鼎医药的1.1倍（$146.0M vs $127.1M），Life360, Inc.同比增速更快（26.4% vs 17.1%），Life360, Inc.自由现金流更多（$36.6M vs $-26.7M），过去两年Life360, Inc.的营收复合增速更高（36.6% vs 20.8%）
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。
再鼎医药是一家创新生物制药企业，专注于肿瘤、自身免疫性疾病、感染性疾病等领域创新疗法的研发、生产与商业化，核心市场覆盖大中华区，与全球多家头部生物科技企业合作，为存在未被满足医疗需求的患者提供治疗方案。
LIF vs ZLAB — 直观对比
营收规模更大
LIF
是对方的1.1倍
$127.1M
营收增速更快
LIF
高出9.2%
17.1%
自由现金流更多
LIF
多$63.3M
$-26.7M
两年增速更快
LIF
近两年复合增速
20.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $146.0M | $127.1M |
| 净利润 | $129.7M | — |
| 毛利率 | 75.1% | 51.0% |
| 营业利润率 | 6.1% | -54.6% |
| 净利率 | 88.8% | — |
| 营收同比 | 26.4% | 17.1% |
| 净利润同比 | 1425.9% | — |
| 每股收益（稀释后） | $1.53 | $-0.05 |
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LIFZLAB
| Q4 25 | $146.0M | $127.1M | ||
| Q3 25 | $124.5M | $115.4M | ||
| Q2 25 | $115.4M | $109.1M | ||
| Q1 25 | $103.6M | $105.7M | ||
| Q4 24 | $115.5M | $108.5M | ||
| Q3 24 | $92.9M | $101.8M | ||
| Q2 24 | $84.9M | $100.1M | ||
| Q1 24 | $78.2M | $87.1M |
净利润LIFZLAB
| Q4 25 | $129.7M | — | ||
| Q3 25 | $9.8M | $-36.0M | ||
| Q2 25 | $7.0M | $-40.7M | ||
| Q1 25 | $4.4M | $-48.4M | ||
| Q4 24 | $8.5M | — | ||
| Q3 24 | $7.7M | $-41.7M | ||
| Q2 24 | $-11.0M | $-80.3M | ||
| Q1 24 | $-9.8M | $-53.5M |
毛利率LIFZLAB
| Q4 25 | 75.1% | 51.0% | ||
| Q3 25 | 78.0% | 59.5% | ||
| Q2 25 | 78.4% | 60.6% | ||
| Q1 25 | 80.6% | 63.6% | ||
| Q4 24 | 74.0% | 61.5% | ||
| Q3 24 | 75.4% | 64.1% | ||
| Q2 24 | 75.0% | 64.9% | ||
| Q1 24 | 76.7% | 61.4% |
营业利润率LIFZLAB
| Q4 25 | 6.1% | -54.6% | ||
| Q3 25 | 4.6% | -42.3% | ||
| Q2 25 | 1.7% | -50.3% | ||
| Q1 25 | 2.1% | -53.3% | ||
| Q4 24 | 4.9% | -62.6% | ||
| Q3 24 | -5.3% | -66.6% | ||
| Q2 24 | -2.8% | -76.0% | ||
| Q1 24 | -8.2% | -80.7% |
净利率LIFZLAB
| Q4 25 | 88.8% | — | ||
| Q3 25 | 7.9% | -31.2% | ||
| Q2 25 | 6.1% | -37.3% | ||
| Q1 25 | 4.2% | -45.8% | ||
| Q4 24 | 7.4% | — | ||
| Q3 24 | 8.3% | -40.9% | ||
| Q2 24 | -12.9% | -80.2% | ||
| Q1 24 | -12.5% | -61.4% |
每股收益（稀释后）LIFZLAB
| Q4 25 | $1.53 | $-0.05 | ||
| Q3 25 | $0.11 | $-0.03 | ||
| Q2 25 | $0.08 | $-0.04 | ||
| Q1 25 | $0.05 | $-0.04 | ||
| Q4 24 | $0.14 | $-0.09 | ||
| Q3 24 | $0.09 | $-0.04 | ||
| Q2 24 | $-0.15 | $-0.08 | ||
| Q1 24 | $-0.14 | $-0.05 |
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 | $689.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $548.2M | $715.5M |
| 总资产 | $959.7M | $1.2B |
| 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LIFZLAB
| Q4 25 | $494.3M | $689.6M | ||
| Q3 25 | $455.7M | $717.2M | ||
| Q2 25 | $432.7M | $732.2M | ||
| Q1 25 | $168.9M | $757.3M | ||
| Q4 24 | $159.2M | $779.7M | ||
| Q3 24 | $159.0M | $616.1M | ||
| Q2 24 | $160.8M | $630.0M | ||
| Q1 24 | $73.4M | $650.8M |
总债务LIFZLAB
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $5.2M | — |
股东权益LIFZLAB
| Q4 25 | $548.2M | $715.5M | ||
| Q3 25 | $391.4M | $759.9M | ||
| Q2 25 | $366.7M | $791.7M | ||
| Q1 25 | $376.3M | $810.8M | ||
| Q4 24 | $358.5M | $840.9M | ||
| Q3 24 | $339.7M | $667.7M | ||
| Q2 24 | $326.7M | $704.2M | ||
| Q1 24 | $239.8M | $762.2M |
总资产LIFZLAB
| Q4 25 | $959.7M | $1.2B | ||
| Q3 25 | $787.5M | $1.2B | ||
| Q2 25 | $753.6M | $1.2B | ||
| Q1 25 | $455.4M | $1.2B | ||
| Q4 24 | $441.6M | $1.2B | ||
| Q3 24 | $427.4M | $985.3M | ||
| Q2 24 | $405.9M | $987.4M | ||
| Q1 24 | $318.8M | $988.4M |
负债/权益比LIFZLAB
| 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 | $-26.0M |
| 自由现金流经营现金流 - 资本支出 | $36.6M | $-26.7M |
| 自由现金流率自由现金流/营收 | 25.1% | -21.0% |
| 资本支出强度资本支出/营收 | 0.2% | 0.5% |
| 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 | $-158.9M |
8季度趋势，按日历期对齐
经营现金流LIFZLAB
| Q4 25 | $36.8M | $-26.0M | ||
| Q3 25 | $26.4M | $-32.0M | ||
| Q2 25 | $13.3M | $-31.0M | ||
| Q1 25 | $12.1M | $-61.7M | ||
| Q4 24 | $12.3M | $-55.8M | ||
| Q3 24 | $6.3M | $-26.8M | ||
| Q2 24 | $3.3M | $-42.2M | ||
| Q1 24 | $10.7M | $-90.1M |
自由现金流LIFZLAB
| Q4 25 | $36.6M | $-26.7M | ||
| Q3 25 | $25.6M | $-35.0M | ||
| Q2 25 | $12.7M | $-33.9M | ||
| Q1 25 | $11.9M | $-63.2M | ||
| Q4 24 | $11.2M | $-58.4M | ||
| Q3 24 | $6.3M | $-28.2M | ||
| Q2 24 | $3.2M | $-42.9M | ||
| Q1 24 | — | $-91.1M |
自由现金流率LIFZLAB
| Q4 25 | 25.1% | -21.0% | ||
| Q3 25 | 20.6% | -30.4% | ||
| Q2 25 | 11.0% | -31.1% | ||
| Q1 25 | 11.5% | -59.9% | ||
| Q4 24 | 9.7% | -53.8% | ||
| Q3 24 | 6.8% | -27.7% | ||
| Q2 24 | 3.8% | -42.9% | ||
| Q1 24 | — | -104.5% |
资本支出强度LIFZLAB
| Q4 25 | 0.2% | 0.5% | ||
| Q3 25 | 0.6% | 2.6% | ||
| Q2 25 | 0.6% | 2.6% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 1.0% | 2.4% | ||
| Q3 24 | 0.0% | 1.3% | ||
| Q2 24 | 0.1% | 0.7% | ||
| Q1 24 | 0.0% | 1.1% |
现金转化率LIFZLAB
| 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
ZLAB
| Zejula | $56.0M | 44% |
| Other | $21.9M | 17% |
| Nuzyra | $16.0M | 13% |
| Optune | $11.9M | 9% |
| XACDURO | $10.7M | 8% |
| Qinlock | $9.7M | 8% |
| AUGTYRO | $836.0K | 1% |
