Life360
Connects families, pets, and belongings through location services, memberships, and trackers.
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Profile
Connects families through a freemium location and safety app, converting free Circles into paid memberships while selling Tile and Pet GPS trackers and monetizing advertising, data insights, and partnerships. Subscriptions remain the main revenue stream, and most revenue comes from the United States.
Connects families through a freemium mobile app for location sharing, communications, driving safety, digital safety, and emergency assistance. Free Circles feed paid Life360 Memberships, which provide the main revenue stream across a global user base concentrated in the United States.
Extends that location network to things through Tile Bluetooth trackers and to pets through Life360 Pet GPS, while the Life360 Advertising Platform and data and commercial partnerships monetize audience reach beyond subscriptions. Hardware is integrated with the app, and Pet GPS service requires a paid membership.
Operates as one segment and relies on converting free users, retaining subscribers, integrating advertising without weakening trust, and managing privacy rules for precise location and children's data. Mobile apps are distributed almost exclusively through Apple's App Store and Google Play.
Company facts
Categories
Key statistics
Year to date −32.4% · Average volume (30d) 883.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Morgan Stanley | Target | $66.24 | $65.20 | ||
| Aug 11, 2026 | UBS | Reiterate | Buy | $64 | $60 | |
| Aug 11, 2026 | DA Davidson | Reiterate | Neutral | $42 | $47 | |
| Jul 20, 2026 | Morgan Stanley | Initiate | Overweight | $66.24 | ||
| Jun 22, 2026 | DA Davidson | Reiterate | Neutral | $94 | $42 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.08 | $0.27 | +220.8% | $156.7M | $159.0M | +1.5% | −24.76% |
| May 11, 2026Q1 FY26 | $0.01 | $0.19 | +1,432.3% | $137.0M | $143.1M | +4.5% | −10.77% |
| Mar 2, 2026Q4 FY25 | $0.26 | $1.67 | +533.8% | $141.4M | $146.0M | +3.3% | −18.26% |
| Nov 10, 2025Q3 FY25 | $0.17 | $0.11 | −34.2% | $119.8M | $124.5M | +3.9% | −21.98% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $103.6M | $115.4M | $124.5M | $146.0M | $143.1M | $159.0M | |
| Gross profit | $83.5M | $90.5M | $97.1M | $109.7M | $110.6M | $126.9M | |
| Operating income | $2.2M | $2.0M | $5.7M | $9.0M | −$8.1M | −$57.0K | |
| Net income | $4.4M | $7.0M | $9.8M | $129.7M | $2.8M | $5.1M | |
| Diluted EPS | $0.05 | $0.08 | $0.11 | $1.53 | $0.03 | $0.06 | |
| Gross margin | 80.6% | 78.4% | 78.0% | 75.1% | 77.3% | 79.8% | |
| Operating margin | 2.1% | 1.7% | 4.6% | 6.1% | -5.6% | -0.0% |
Fiscal years (4-quarter sums)FY23 $304.5M · FY24 $371.5M · FY25 $489.5M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $465.0M · Total debt $311.5M · Total assets $1.05B · Shareholders' equity $613.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 81.03M · Float 77.64M · 95.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 9.27M | 11.43% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.35M | 6.60% | 13F | Aug 13, 2026 |
| AustralianSuper Pty Ltd | 4.66M | 5.90% | 13G | Feb 11, 2026 |
| Paradice Investment Management Pty Ltd | 4.32M | 5.33% | 13G | Jul 28, 2026 |
| Vanguard Capital Management LLC | 3.51M | 4.33% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | James Synge | director | −27,466 | $44.31 |
| Aug 25, 2026 | James Synge | director | −5,833 | $45.05 |
| Aug 18, 2026 | Chris Hulls | director | −250,000 | $46.84 |
| Aug 13, 2026 | Charles J. Prober | director | −7,930 | $48.59 |
| Aug 10, 2026 | Brit Morin | director | −15,582 | $65.00 |
Peers
- Apple
Overlaps in iOS-native people location and item finding
- Alphabet Class A
Android-scale overlap in family location and item finding
- Verizon
Carrier app overlapping location, driving safety, SOS, and roadside
- Allstate
Adjacent overlap in roadside, crash response, telematics, and identity
- Garmin
Narrow overlap in collar-based pet GPS tracking
- Gen Digital
Identity-protection and consumer cyber-safety overlap
- Assurant
Phone-protection peer around stolen-device reimbursement and claims
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Life360 | $45.21 | +3.95% | $3.52B | 25.1 | 30.1 | 6.3 | +37.8% |
| Apple | $320.07 | +0.15% | $4.70T | 36.6 | 34.7 | 10.1 | +16.4% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Verizon | $49.91 | −0.34% | $209.20B | 13.0 | 9.8 | 1.5 | −0.7% |
| Allstate | $260.58 | −0.03% | $67.08B | 5.2 | 9.2 | 1.0 | −7.2% |
| Garmin | $288.10 | +1.06% | $55.00B | 29.4 | 27.8 | 7.2 | +11.4% |
| Gen Digital | $30.79 | −0.73% | $18.57B | 18.0 | 10.3 | 3.7 | +6.3% |
| Assurant | $285.65 | −0.01% | $14.15B | 13.5 | 12.8 | 1.1 | +9.4% |
| Median | 17.4 | 12.8 | 3.7 | +9.4% |