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Life360, Inc. (LIF) stock

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NASDAQ: LIF Nasdaq Application Software Next results ~November 9, 2026

C+ Fundamentals grade

Life360, Inc. is a US-listed company in the application software industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: our cash-flow value ($9.49) is 0.22x the share price ($44.07) and 0.39x the median of our other models ($24.62); the other models don't support a gap this wide.

Price vs value

Under review: our cash-flow value ($9.49) is 0.22x the share price ($44.07) and 0.39x the median of our other models ($24.62); the other models don't support a gap this wide. We'll show the comparison once resolved.

Life360, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 9 selling0 purchases and 67 sales by directors and officers, last 12 monthsInsider trades
  • Funds110 adding, 97 cuttingOf 23 active managers that changed their stake, 9 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Life360 files

Where Life360 stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $573m, up 34.0% on a year earlier, faster than the 33.3% growth a quarter earlier. That growth ranks 6 of 103 among the application software companies we cover. Free-cash-flow margin rose to 18.0% from 9.9% a year earlier. The diluted share count is up 8.5% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 2 of our 2 financial-health checks.

Our model value for Life360 is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 10, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 9, 2026 (estimated)

Life360, Inc.'s trailing-twelve-month revenue grew 34.0% year on year, with a free-cash-flow margin of 18.0%. Where it stands out: net margin of 25.7% ranks 17 of 185 application software companies we cover.

Our discounted-cash-flow model values the business at ~$9.5 per share in the base case (~$7.0–$13 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 144.9% while net income grew 434.2%: a 289pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 34.0% over the last 12 months, against a median of 12.0% for application software companies we cover.
  • Net cash. Cash exceeds long-term debt by $0.3bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 9.4% over 90 days.

Things to watch

  • Results due soon. Results are expected around 9 November; the share price can move sharply on the day.
  • Share dilution. Diluted shares rose 8.5% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 74% and a beta of 2.3 against the S&P 500.
  • Insiders selling. 9 insiders sold $77M of stock over the past 365 days and none bought (24% under pre-set trading plans).
  • Weak cash conversion. Free cash flow was 70% of net income over the last 12 months.
  • Heavily shorted. 11.7% of the shares available to trade are sold short (13.3 days of average volume to cover).

Latest results: FY2026 Q2

Filed August 10, 2026
Earnings per share
$0.37 against an average estimate of $0.17: beat by 111.6%
Revenue
$159m, up 37.8% on a year earlier
Share reaction
-23.1% in the first session after the results on August 10, 2026, against -0.3% for the S&P 500
Guidance given
MAU growth growth 17% to 20% (FY'26); consolidated revenue $650m to $685m (FY'26)
Next report
November 9, 2026; average EPS estimate $0.28

Life360's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.6%
  • 1 week+1.5%
  • 1 month+3.7%
  • This year-30.3%
  • 1 year-54.7%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$573M
Operating margin
1.1%
Net margin
25.7%
EPS (TTM, diluted)
$1.71

Growth

Revenue growth
+34.0%
Change in growth rate
+0.7 pts
Share count change
+8.5%

Cash

Free cash flow (TTM)
$103M
FCF margin
18.0%
Stock pay % of revenue
12.1%

Earnings

Last results
August 10, 2026
Next results (est.)
November 9, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade
  2. Insider trade
  3. Insider trade
  4. Insider trade
  5. Results
  6. Insider trade
  7. Guidance
  8. Insider trade

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Life360, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: held for review: our cash-flow value ($9.49) is 0.22x the share price ($44.07) and 0.39x the median of our other models ($24.62); the other models don't support a gap this wide.

Our value per share comes from a discounted-cash-flow model of Life360, Inc.'s free cash flow after stock-based pay ( $6.4M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Life360, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.2%: the 10-year Treasury yield (4.9%) plus a beta of 1.4 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$9.5 ~$7.0–$13 Primary model, counts double
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$8.2 ~$5.0–$11 Left out: out of range vs price (0.18x)
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$25 ~$20–$41 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Life360, Inc. with Application Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 20242025Now
Share price$41.27$64.14$44.69
Market value$3.0bn$5.5bn$3.8bn
+ Net debt (− = net cash)−$159m−$184m$44m
Enterprise value$2.8bn$5.3bn$3.9bn
Multiples
Price / sales 8.0x11.2x6.7x
Price / earnings —36.2x26.1x
Price / free cash flow 94.7x62.9x37.2x
EV / EBITDA n/m164.2xn/m

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

33 /100

Weak moat

How hard Life360's competitive advantage looks for rivals to wear away, judged from 5 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -7.5% of total assets over 5 years.

  • Pricing power 19 / 20

    Gross margin has been a median 73.5%, moving by 3.1 percentage points (standard deviation) across 5 years.

  • Durability 10 / 20

    Operating margin has been a median -6.0%; its worst year was -50.0%.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (48 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 9, 2026, after the close. Analysts expect revenue of $172m and EPS of $0.28 (range $0.27 to $0.30) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.37 +24% $673m +37%
Next $1.78 +30% $824m +23%

Next year's EPS estimate has moved +9.4% in 90 days, across 3 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +10.1% on 90 days ago. In the last 30 days, 0 analysts raised Life360, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Life360, Inc., last 90 days
$1.20 $1.40 $1.60 $1.80 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.24 Current fiscal year, 60 days ago: $1.37 Current fiscal year, 30 days ago: $1.37 Current fiscal year, 7 days ago: $1.37 Current fiscal year, Now: $1.37 $1.37 Next fiscal year, 90 days ago: $1.63 Next fiscal year, 60 days ago: $1.78 Next fiscal year, 30 days ago: $1.78 Next fiscal year, 7 days ago: $1.78 Next fiscal year, Now: $1.78 $1.78

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.24$1.63
60 days ago $1.37$1.78
30 days ago $1.37$1.78
7 days ago $1.37$1.78
Now $1.37$1.78

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.17 $0.37 +111.6%
Mar 2026 $0.12 $0.17 +47.4%
Dec 2025 $0.26 $0.35 +33.5%
Sept 2025 $0.17 $0.28 +68.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 10, 2026
  • Consolidated revenue FY'26 $650m to $685m
    “Consolidated revenue of $650 million to $685 million (YoY growth of 33% to 40%), comprised of:” source
  • MAU growth FY'26 17% growth to 20% growth Maintained
    “MAU growth of 17% to 20%, weighted toward the second half of the year (unchanged);” source
  • Subscription revenue FY'26 $475m to $480m Raised
    “Subscription revenue of $475 million to $480 million, increased from $470 million to $475 million;” source
  • Hardware revenue FY'26 $35m to $45m Lowered
    “Hardware revenue of $35 million to $45 million, reduced from $40 million to $50 million;” source
  • Advertising revenue FY'26 $98m to $115m Maintained
    “Advertising revenue of $98 million to $115 million (unchanged);” source
  • Other revenue FY'26 $42m to $45m Maintained
    “Other revenue of $42 million to $45 million (unchanged);” source
Show 2 more items
  • Adjusted EBITDA FY'26 $130m to $140m Non-GAAP Maintained
    “Adjusted EBITDA2 of $130 million to $140 million (unchanged), which represents a margin of approximately 20%.” source
  • Adjusted EBITDA margin FY'26 about 20% Non-GAAP
    “Adjusted EBITDA2 of $130 million to $140 million (unchanged), which represents a margin of approximately 20%.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Life360, Inc.'s revenue by +27.3% next year and +20.6% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+30.8%, weight 46%) , management guidance (+29.8%, weight 23%) and the company's own record (+20.0%, weight 31%) . How the weights are set.

Analyst recommendations

10 analysts, Oct 2026
Buy880%
Hold220%
Sell00%

Monthly trend

  1. Oct 202617210
  2. Sep 202617210
  3. Aug 202617210
  4. Jul 202627211

Counts of recommendations published by analysts covering Life360, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
11.7%
of tradable shares
Days to cover
13.31
at average volume
Short interest, 1 month
−2%
to October 15, 2026
Held by institutions
56%
of shares
Held by insiders
3.6%
of shares
Employees
547
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −54.7%

$98.71 on October 31, 2025 to $44.69

ThenNowEffect
Revenue (last 12 months) $427m $573m +34.0%
Net margin 6.5% 25.7% +298.8%
P/E multiple n/m 26.1x −90.8%
Share count 79m 86m −7.8%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20252026 to date
Return
LIF+55%−30%
Industry peers (median)−21%−14%
S&P 500+18%+11%
Months that ended higher
LIF58%36%
S&P 50075%46%
Largest fall from a high during the year
LIF−46%−44%
S&P 500−19%−9%

Worst fall since June 6, 2024: 66% from October 6, 2025 to April 10, 2026. Getting back needed a 191% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$38.10 – $99.32
From 52-week high
−55.0%
vs 50-day average
+4.9%
vs 200-day average
−5.0%
Volatility (1 year)
74%
Beta vs S&P 500
2.31

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
3 up, 5 down
typical move ±17.8%
After a week
3 up, 5 down
typical move ±16.5%
After a month
3 up, 5 down
typical move ±18.4%
Results releasedNext dayS&P 500 next day5 days21 days
August 10, 2026 −23.1% −0.3% −20.6% −33.4%
May 11, 2026 −12.3% +0.1% −10.4% +1.8%
March 2, 2026 −16.5% −0.8% −9.6% −22.5%
January 22, 2026 +28.3% +0.6% +11.0% −11.5%
November 10, 2025 −19.9% +1.8% −23.2% −22.9%
August 11, 2025 +13.1% +0.9% +18.1% +29.4%
November 12, 2024 −8.4% −0.3% −13.7% −9.7%
August 8, 2024 +20.8% +2.8% +25.5% +16.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Life360, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Life360, Inc.
$200M $300M $400M $500M $600M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $288.9M Revenue (TTM), FY23 Q4: $304.5M Revenue (TTM), FY24 Q1: $314.6M Revenue (TTM), FY24 Q2: $328.7M Revenue (TTM), FY24 Q3: $342.9M Revenue (TTM), FY24 Q4: $371.5M Revenue (TTM), FY25 Q1: $396.9M Revenue (TTM), FY25 Q2: $427.4M Revenue (TTM), FY25 Q3: $459M Revenue (TTM), FY25 Q4: $489.5M Revenue (TTM), FY26 Q1: $529M Revenue (TTM), FY26 Q2: $572.6M $572.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $288.9M
FY23 Q4 $304.5M
FY24 Q1 $314.6M
FY24 Q2 $328.7M
FY24 Q3 $342.9M
FY24 Q4 $371.5M
FY25 Q1 $396.9M
FY25 Q2 $427.4M
FY25 Q3 $459M
FY25 Q4 $489.5M
FY26 Q1 $529M
FY26 Q2 $572.6M
Revenue growth, TTM YoY Life360, Inc.
10% 20% 30% 40% 50% 60% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 50.5% Revenue growth, TTM YoY, FY23 Q4: 33.4% Revenue growth, TTM YoY, FY24 Q1: 28.2% Revenue growth, TTM YoY, FY24 Q2: 22.9% Revenue growth, TTM YoY, FY24 Q3: 18.7% Revenue growth, TTM YoY, FY24 Q4: 22.0% Revenue growth, TTM YoY, FY25 Q1: 26.2% Revenue growth, TTM YoY, FY25 Q2: 30.0% Revenue growth, TTM YoY, FY25 Q3: 33.9% Revenue growth, TTM YoY, FY25 Q4: 31.8% Revenue growth, TTM YoY, FY26 Q1: 33.3% Revenue growth, TTM YoY, FY26 Q2: 34.0% 34.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 50.5%
FY23 Q4 33.4%
FY24 Q1 28.2%
FY24 Q2 22.9%
FY24 Q3 18.7%
FY24 Q4 22.0%
FY25 Q1 26.2%
FY25 Q2 30.0%
FY25 Q3 33.9%
FY25 Q4 31.8%
FY26 Q1 33.3%
FY26 Q2 34.0%
Operating margin (TTM) Life360, Inc.
-15% -10% -5% 0% 5% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -13.3% Operating margin (TTM), FY23 Q4: -9.8% Operating margin (TTM), FY24 Q1: -6.8% Operating margin (TTM), FY24 Q2: -6.0% Operating margin (TTM), FY24 Q3: -5.3% Operating margin (TTM), FY24 Q4: -2.1% Operating margin (TTM), FY25 Q1: 0.1% Operating margin (TTM), FY25 Q2: 1.2% Operating margin (TTM), FY25 Q3: 3.4% Operating margin (TTM), FY25 Q4: 3.8% Operating margin (TTM), FY26 Q1: 1.6% Operating margin (TTM), FY26 Q2: 1.1% 1.1%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -13.3%
FY23 Q4 -9.8%
FY24 Q1 -6.8%
FY24 Q2 -6.0%
FY24 Q3 -5.3%
FY24 Q4 -2.1%
FY25 Q1 0.1%
FY25 Q2 1.2%
FY25 Q3 3.4%
FY25 Q4 3.8%
FY26 Q1 1.6%
FY26 Q2 1.1%
FCF margin (TTM) Life360, Inc.
-5% 0% 5% 10% 15% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -1.3% FCF margin (TTM), FY23 Q4: 2.3% FCF margin (TTM), FY24 Q1: 8.6% FCF margin (TTM), FY24 Q2: 8.1% FCF margin (TTM), FY24 Q3: 8.4% FCF margin (TTM), FY24 Q4: 8.5% FCF margin (TTM), FY25 Q1: 8.2% FCF margin (TTM), FY25 Q2: 9.9% FCF margin (TTM), FY25 Q3: 13.4% FCF margin (TTM), FY25 Q4: 17.7% FCF margin (TTM), FY26 Q1: 17.4% FCF margin (TTM), FY26 Q2: 18.0% 18.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -1.3%
FY23 Q4 2.3%
FY24 Q1 8.6%
FY24 Q2 8.1%
FY24 Q3 8.4%
FY24 Q4 8.5%
FY25 Q1 8.2%
FY25 Q2 9.9%
FY25 Q3 13.4%
FY25 Q4 17.7%
FY26 Q1 17.4%
FY26 Q2 18.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 81 113 228 305 371 489 573
Gross profit 65 90 149 223 279 381 444
EBITDA −16 −31 −85 −21 2 32 16
Operating income −17 −32 −94 −30 −8 19 7
Net income −16 −34 −92 −28 −5 151 147
Diluted EPS −$0.33 −$0.65 −$1.50 −$0.42 −$0.06 $1.77 $1.71
Growth (year on year)
Revenue — +39.7% +102.7% +33.4% +22.0% +31.8% +34.0%
EBITDA — — — — — — +46.4%
Net income — — — — — — +434.2%
Diluted EPS — — — — — — +392.4%
Margins
Gross margin 80.9% 79.8% 65.1% 73.1% 75.1% 77.8% 77.6%
EBITDA margin −19.8% −27.9% −37.3% −6.8% 0.5% 6.6% 2.7%
Operating margin −20.6% −28.6% −41.4% −9.8% −2.1% 3.8% 1.1%
Net margin −20.3% −29.8% −40.1% −9.3% −1.2% 30.8% 25.7%
Free-cash-flow margin −9.8% −10.9% −25.0% 2.3% 8.5% 17.7% 18.0%
Cash flow
Cash from operations −7 −12 −57 8 33 89 104
Capital spending 1 0 0 1 1 2 1
Free cash flow −8 −12 −57 7 31 87 103
Stock-based pay 8 12 35 39 42 55 69
Free cash flow after stock pay −16 −24 −92 −31 −11 31 34
Balance sheet
Cash 56 231 75 69 159 494 267
Total debt 0 13 8 5 0 310 311
Net debt (negative = net cash) −56 −218 −68 −64 −159 −184 44
Diluted shares 49m 52m 63m 67m 72m 85m 86m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 30, 2026
What it owns · $1.1bn
Short-term assets $599mLonger-term assets $452m
What it owes, and who funded it · $1.1bn
Short-term liabilities $107mLonger-term liabilities $331mShareholders' equity $613m
  • Short-term assets cover short-term liabilities $599m of assets due within a year against $107m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $599m short-term assets against $331m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Life360, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+8.5%
year over year
R&D spending
26.6%
of revenue
Days sales outstanding
63 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Last 12 months unless stated LIF EVCM FROG INTA APPS YB Median
Revenue, last 12 months $573m $598m $600m $600m $600m $609m $482m
Revenue growth, last 12 months 34.0% 4.2% 26.4% 14.4% 19.2% 33.3% 12.0%
Revenue growth, 3-year average 28.9% −2.8% 24.3% 17.2% −1.3% — 11.1%
Revenue growth, latest quarter 37.8% 2.7% 28.7% 16.0% 26.8% — 11.9%
Gross margin 77.6% — 77.9% 76.6% 57.3% 96.2% 69.2%
Operating margin 1.1% 9.9% −11.5% −4.5% 10.3% — 1.1%
Operating margin, 3-year average −1.2% 6.6% −17.1% −5.6% −24.3% — −0.8%
Net margin 25.7% 5.7% −7.3% −4.7% −5.8% 29.9% 2.1%
Cash from operations / revenue 18.2% 17.9% 29.4% 26.9% 8.5% 34.2% 18.2%
Free-cash-flow margin 18.0% 17.4% 28.3% 26.6% 0.9% 33.8% 15.0%
Free-cash-flow margin, 3-year average 12.0% 20.2% 26.9% 21.8% −3.8% — 16.2%
Stock pay / revenue 12.1% 4.1% 26.8% 21.0% 2.1% 1.7% 9.3%
Change in share count 8.5% −1.6% 5.9% −2.5% 11.1% 5.4% 2.2%

Median of all 185 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

185 application software companies
Measure Company Peer median Rank
Revenue growth Growth 34.0% 12.0% 22 of 184
Change in growth rate Growth +0.7pp +0.2pp 76 of 184
Gross margin Profitability 77.6% 69.8% 43 of 160
Operating margin Profitability 1.1% 1.1% 91 of 181
Net margin Profitability 25.7% 2.1% 17 of 185
Free-cash-flow margin Cash generation 18.0% 15.2% 80 of 180
Stock pay as % of revenue Cash generation 12.1% 9.3% 110 of 177
Change in share count Balance sheet 8.5% 1.7% 118 of 163
Days sales outstanding Balance sheet 63 days 57 days 94 of 162

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Subscriptions $369M 75.4% ▲ 32.9%
Other $68.4M 14.0% ▲ 89.8%
Partnerships $35.7M 52.2% ▲ 279.8%
Data $32.7M 47.8% ▲ 22.9%
Hardware $51.8M 10.6% ▼ 10.0%
Geography
Region Revenue YoY
North America $426M ▲ 30.7%
United States $415M ▲ 30.4%
EMEA $36.1M ▲ 32.1%
Other International Regions $27.6M ▲ 50.3%

These categories overlap or exclude eliminations, so shares aren't shown.

From Life360, Inc.'s 10-K filed March 2, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$1.8B
Institutions reporting
201
Shares held vs prior quarter
▲ 4.5%
Positions opened / closed
40 / 34

Top buyers and sellers, Q2 2026: 110 institutions bought and 97 sold ; the biggest buyer was Blackrock, Inc (+346K shares) and the biggest seller Goldman Sachs Group Inc (−236K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $513M 9.3M 28.0% ▲ 3.9%
Vanguard Portfolio Management LLC $296M 5.3M 16.1% ▲ 3.4%
Vanguard Capital Management LLC $194M 3.5M 10.6% ▲ 4.1%
State Street Corp $126M 2.3M 6.9% ▲ 8.2%
Geode Capital Management, LLC $71.1M 1.3M 3.9% ▲ 8.9%
UBS Group AG $50.7M 915K 2.8% ▲ 28.5%
Norges Bank $41.5M 750K 2.3% —
Allstate Corp $40.1M 725K 2.2% 0.0%
Bank Of America Corp $36.5M 659K 2.0% ▲ 61.8%
Charles Schwab Investment Management Inc $36.3M 655K 2.0% ▲ 19.0%
Morgan Stanley $29.1M 526K 1.6% ▼ 27.7%
Vanguard Fiduciary Trust Co $28.7M 519K 1.6% ▲ 5.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Life360, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $77M 67 trades by 9 insiders · 24% under pre-set plans
Net ▼ $77M net selling
Insider Date Trade Shares Price Value
Prober Charles J. Director October 13, 2026 Sell pre-set plan 7,930 $43.29 $343,290
Haro Alex Director October 6, 2026 Sell pre-set plan 1,392 $42.36 $58,965
Haro Alex Director October 6, 2026 Sell pre-set plan 48,608 $41.41 $2M
Coghlan John Philip Director October 1, 2026 Sell pre-set plan 200 $40.97 $8,194
Coghlan John Philip Director October 1, 2026 Sell pre-set plan 3,800 $40.34 $153,292
Haro Alex Director September 21, 2026 Sell pre-set plan 18,725 $41.16 $770,721
Haro Alex Director September 21, 2026 Sell pre-set plan 31,275 $40.72 $1.3M
Prober Charles J. Director September 14, 2026 Sell pre-set plan 7,930 $42.12 $334,012
Coghlan John Philip Director September 1, 2026 Sell pre-set plan 4,000 $41.97 $167,880
Synge James Director August 26, 2026 Sell 27,466 $44.31 $1.2M
Synge James Director August 25, 2026 Sell 5,833 $45.05 $262,777
Hulls Chris Director August 18, 2026 Sell 231,434 $46.78 $10.8M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 9, 2026 estimated from the company's past filing pattern, not announced

  • August 10, 2026
  • May 11, 2026
  • March 2, 2026
  • January 22, 2026
  • November 10, 2025
  • August 11, 2025

Recent SEC filings

Data status

When each part of this page on Life360, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Life360, Inc. in brief

What does Life360, Inc. do?
Life360, Inc. is a US-listed company in the application software industry. Its financial year ends in December.
What is Life360, Inc.'s stock ticker?
Life360, Inc. trades under the ticker LIF on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Life360, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Life360, Inc. reported revenue of $573M, 34.0% higher than a year earlier, according to its SEC filings.
What is Life360, Inc.'s free cash flow?
Life360, Inc.'s free-cash-flow margin is 18.0% of revenue over the trailing twelve months, ranking 80 of the 180 application software companies we cover.
Who are Life360, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Life360, Inc.'s market cap?
On November 2, 2026, Life360, Inc.'s market capitalisation was about $3.8B, with a price-to-earnings ratio of 26.1 and net debt of $44.4M. Market figures come from third-party market data and may be delayed.
Who are Life360, Inc.'s competitors?
In our Application Software peer group, the companies closest to Life360, Inc. are Evercommerce Inc., Jfrog Ltd, Intapp, Inc., Digital Turbine, Inc. and Yuanbao Inc. The side-by-side comparison below sets their revenue, margins and growth against Life360, Inc.'s.
Are insiders buying or selling Life360, Inc. stock?
Over the last 12 months, Life360, Inc.'s directors and officers reported 0 open-market purchases and 67 sales on Form 4. The insider trading page charts every trade.
When is Life360, Inc.'s next earnings date?
Around November 9, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Life360, Inc. announces its own schedule.