Life360, Inc.

ASX:360 주식 리포트

시가총액: AU$4.5b

Life360 과거 순이익 실적

과거 기준 점검 6/6

Life360은 연평균 56.3%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 14.6% 증가했습니다. 매출은 연평균 31.1%의 비율로 증가했습니다. Life360의 자기자본이익률은 25%이고 순이익률은 28.2%입니다.

핵심 정보

56.33%

순이익 성장률

54.98%

주당순이익(EPS) 성장률

Software 산업 성장률22.05%
매출 성장률31.11%
자기자본이익률24.97%
순이익률28.21%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 May 19

360: Index Additions And Buyback Program Will Drive Future Upside

Analysts have trimmed their price target on Life360 to A$31.06 from A$35.29, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher discount rate, somewhat improved profit margin forecasts, and a reduced future P/E multiple. What's in the News The Board of Directors authorized a share buyback plan on May 17, 2026, signalling an intention to return capital to shareholders through repurchases (company announcement).
내러티브 업데이트 Apr 21

360: Index Additions And Uber Partnership Will Drive Future Upside

Analysts have trimmed their Life360 price target by around A$3, reflecting slightly lower assumptions for fair value and future P/E, while keeping only marginal adjustments to discount rate, revenue growth and profit margin. What's in the News Life360, Inc.
내러티브 업데이트 Apr 07

360: Index Additions And Uber Partnership Will Support Further Upside

Analysts have kept their A$25.00 price target for Life360 unchanged, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E. These adjustments together support maintaining their prior view on the stock.
내러티브 업데이트 Mar 24

360: Index Inclusion And Expanded Partnerships Will Support Further Upside

Analysts have trimmed their Life360 price target from A$29.75 to A$25.00 as updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples filter through their models. What's in the News Life360, Inc.
내러티브 업데이트 Mar 10

360: Index Addition And Ride Partnership Will Support Future Upside

Analysts have reduced their Life360 price target from A$42.13 to A$38.46, reflecting updated views on growth, margins and the price-to-earnings ratio they are prepared to apply to the stock. What's in the News Life360 issued revenue guidance for fiscal 2026, with expected consolidated revenue of $640 million to $680 million, including subscription revenue of $460 million to $470 million, other revenue of $140 million to $160 million, and hardware revenue of $40 million to $50 million (Corporate Guidance).
내러티브 업데이트 Feb 23

360: Index Inclusion And Ride Partnership Will Support Future Upside

Analysts have lowered their price targets for Life360 to A$42.13 from A$49.81, citing updated assumptions that include higher revenue, slightly stronger profit margins and a lower future P/E multiple. What's in the News Life360 and Uber Technologies, Inc.
분석 기사 Feb 13

Some Confidence Is Lacking In Life360, Inc. (ASX:360) As Shares Slide 27%

Unfortunately for some shareholders, the Life360, Inc. ( ASX:360 ) share price has dived 27% in the last thirty days...
내러티브 업데이트 Feb 08

360: Index Inclusion And Upgraded 2025 Guidance Will Support Bullish Repricing

Analysts have trimmed their price target on Life360 from $58.50 to $53.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together point to a slightly lower fair value estimate. What's in the News Life360 raised its 2025 earnings guidance, now expecting revenue of $486 million to $489 million.
내러티브 업데이트 Jan 23

360: Index Inclusion And Upgraded Outlook Will Support Bullish Repricing

Narrative update on Life360 Analysts have lifted their price target on Life360 from A$51.00 to A$58.50, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly adjusted discount rate, along with a near-unchanged future P/E multiple. What's in the News Life360 raised its earnings guidance for 2025, with expected revenue of US$486 million to US$489 million, which the company describes as approximately 31% to 32% year-over-year growth and above its prior guidance range (Company guidance).
내러티브 업데이트 Jan 09

360: Incremental Index And Pet Revenue Will Still Not Justify Price

Analysts have made a small trim to their fair value estimate for Life360 to approximately A$29.75 per share, citing updated assumptions that now reflect slightly lower revenue growth, profit margins, and a higher future P/E multiple. What's in the News Life360, Inc.
내러티브 업데이트 Dec 25

360: Rising Earnings Guidance Will Likely Fail To Justify Elevated Price

Analysts have raised their fair value estimate for Life360 from approximately 27.32 dollars to 29.76 dollars, reflecting expectations for slightly faster revenue growth, improved profit margins, and a modestly lower future price to earnings multiple despite a small increase in the discount rate. What's in the News Life360, Inc.
분석 기사 Dec 19

Calculating The Fair Value Of Life360, Inc. (ASX:360)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Life360 fair value estimate is AU$29.82 With AU$32.18 share...
내러티브 업데이트 Dec 11

360: Index Inclusion Will Drive Future Upside In Family Safety Platform

Analysts have nudged their price target on Life360 slightly higher to approximately $49.81 per share, reflecting modestly increased confidence in the company’s long term growth and profitability profile, despite only incremental adjustments to discount rate and valuation assumptions. What's in the News Raised 2025 consolidated revenue guidance to a range of $474 million to $485 million, up from $462 million to $482 million, with higher targets across subscription, hardware, and other revenue streams (Corporate guidance) Launched Life360 Pet GPS, a dedicated pet tracker integrated into the Life360 app, expanding the platform into a whole family safety super app covering people, pets, and valuables (Product announcement) Introduced new pet safety features including geofencing and escape alerts, shareable pet profiles, and a community powered Pet Finder Network leveraging Life360's global user base (Product announcement) Added as a constituent to the S&P TMI Index, increasing visibility among institutional investors and index funds (Index inclusion) Included in the S&P Global BMI Index, further broadening Life360's presence in global benchmark indices (Index inclusion) Valuation Changes Fair Value: unchanged at A$49.81 per share, reflecting a stable view of intrinsic value despite minor model tweaks.
분석 기사 Dec 03

Is Life360, Inc. (ASX:360) Potentially Undervalued?

Life360, Inc. ( ASX:360 ), is not the largest company out there, but it saw significant share price movement during...
분석 기사 Dec 03

Life360, Inc. (ASX:360) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Life360, Inc. ( ASX:360 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
내러티브 업데이트 Nov 27

360: Index Adds And New Revenue Streams Will Drive Outperformance Ahead

Analysts have raised their price target for Life360 from $48.96 to $49.81 per share. This change is due to stronger-than-expected revenue growth projections, which more than offset a marginal decrease in forecast profit margin and discount rate.
내러티브 업데이트 Nov 13

360: Improved Profit Margins And Index Inclusion Will Drive Stronger Year Ahead

Analysts have raised their price target for Life360 from $46.37 to $48.96. This change reflects optimism about improved profit margins and a slightly higher fair value assessment, despite marginally lower revenue growth projections.
내러티브 업데이트 Oct 30

360: Leadership Transition And New Features Will Sustain Long-Term Peace Of Mind

Narrative Update on Life360 Analysts have raised their price target for Life360 to $46.37, up from $45.07. They cite improved profit margin forecasts and a more favorable discount rate, despite slightly lower projected revenue growth.
분석 기사 Oct 30

Does Life360 (ASX:360) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Oct 03

What Life360, Inc.'s (ASX:360) 26% Share Price Gain Is Not Telling You

Despite an already strong run, Life360, Inc. ( ASX:360 ) shares have been powering on, with a gain of 26% in the last...
내러티브 업데이트 Sep 26

Digital Safety And Family Connectivity Will Expand International Markets

The significant increase in Life360’s Future P/E ratio, despite an almost unchanged discount rate, suggests heightened growth expectations or reduced near-term earnings, resulting in only a marginal increase in the consensus analyst price target from A$44.24 to A$45.07. What's in the News Lauren Antonoff promoted to CEO, with co-founder Chris Hulls transitioning to Executive Chairman; Antonoff credited with senior leadership upgrades, new product launches, and record 36% revenue growth.
내러티브 업데이트 Sep 04

Digital Safety And Family Connectivity Will Expand International Markets

Despite the consensus analyst price target for Life360 remaining unchanged at A$44.24, the sharp increase in its future P/E ratio from 97.26x to 150.38x suggests heightened valuation concerns relative to expected earnings. What's in the News Life360 launched No Show Alerts, a customizable feature that notifies parents only if a loved one fails to arrive at a designated location, aiming to simplify family logistics and reduce parental stress; the feature is free in the US and rolling out globally.
분석 기사 Aug 12

Life360, Inc.'s (ASX:360) 26% Price Boost Is Out Of Tune With Revenues

ASX:360 1 Year Share Price vs Fair Value Explore Life360's Fair Values from the Community and select yours Life360...
분석 기사 May 29

What Life360, Inc.'s (ASX:360) 58% Share Price Gain Is Not Telling You

Life360, Inc. ( ASX:360 ) shareholders have had their patience rewarded with a 58% share price jump in the last month...
분석 기사 May 19

Why Life360's (ASX:360) Earnings Are Weaker Than They Seem

Life360, Inc.'s ( ASX:360 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
User avatar
새로운 내러티브 Apr 23

Family Super App Will Expand Global Reach With Tile Integration

Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility.
분석 기사 Apr 09

Life360, Inc.'s (ASX:360) Share Price Is Still Matching Investor Opinion Despite 25% Slump

The Life360, Inc. ( ASX:360 ) share price has fared very poorly over the last month, falling by a substantial 25...
분석 기사 Feb 11

There's Reason For Concern Over Life360, Inc.'s (ASX:360) Price

Life360, Inc.'s ( ASX:360 ) price-to-sales (or "P/S") ratio of 9.9x may look like a poor investment opportunity when...
분석 기사 Jan 11

Is There An Opportunity With Life360, Inc.'s (ASX:360) 32% Undervaluation?

Key Insights The projected fair value for Life360 is AU$34.46 based on 2 Stage Free Cash Flow to Equity Life360 is...
분석 기사 Dec 15

Is It Time To Consider Buying Life360, Inc. (ASX:360)?

While Life360, Inc. ( ASX:360 ) might not have the largest market cap around , it led the ASX gainers with a relatively...
분석 기사 Oct 11

Subdued Growth No Barrier To Life360, Inc. (ASX:360) With Shares Advancing 25%

The Life360, Inc. ( ASX:360 ) share price has done very well over the last month, posting an excellent gain of 25%. The...

매출 및 비용 세부 내역

Life360가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

ASX:360 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 26529149262137
31 Dec 25489151234128
30 Sep 2545930216125
30 Jun 2542728203121
31 Mar 2539710186116
31 Dec 24371-5174113
30 Sep 24343-16160107
30 Jun 24329-30154103
31 Mar 24315-2415199
31 Dec 23305-2815099
30 Sep 23289-37146100
30 Jun 23267-52145100
31 Mar 23245-80145104
31 Dec 22228-92144102
30 Sep 22192-9413393
30 Jun 22164-8111281
31 Mar 22141-559166
31 Dec 21113-346751
30 Sep 2199-235646
30 Jun 2191-204944
31 Mar 2185-174441
31 Dec 2081-164240
30 Sep 2076-184236
30 Jun 2072-194232
31 Mar 2066-244332
31 Dec 1959-294333
30 Sep 1952-294033
30 Jun 1945-293834
31 Mar 1939-243228
31 Dec 1832-192623
31 Dec 1711-111013
31 Dec 165-12711

양질의 수익: 360는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: 360의 현재 순 이익률 (28.2%)은 지난해 (2.4%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: 360는 지난 5년 동안 흑자전환하며 연평균 56.3%의 수익 성장을 기록했습니다.

성장 가속화: 지난 1년간 360 의 수익 증가율(1454.5%)은 연간 평균(56.3%)을 초과합니다.

수익 대 산업: 360의 지난 1년 수익 증가율(1454.5%)은 Software 업계의 10.5%를 상회했습니다.


자기자본이익률

높은 ROE: 360의 자본 수익률(25%)은 높음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 09:58
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Life360, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Aryan NoroziBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Chris SavageBell Potter