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ABM INDUSTRIES INC（ABM）与Frontdoor, Inc.（FTDR）财务数据对比。点击上方公司名可切换其他公司
ABM INDUSTRIES INC的季度营收约是Frontdoor, Inc.的5.3倍（$2.3B vs $432.0M）。ABM INDUSTRIES INC净利率更高（1.5% vs 0.2%，领先1.3%）。Frontdoor, Inc.同比增速更快（12.8% vs 5.4%）。ABM INDUSTRIES INC自由现金流更多（$112.7M vs $95.0M）。过去两年Frontdoor, Inc.的营收复合增速更高（6.9% vs 5.3%）
ABM工业是美国知名的设施管理服务商，1909年由莫里斯·罗森伯格在加利福尼亚州旧金山创立。其业务覆盖电气、照明、能源管理、设施工程、电气化、暖通空调、机电运维、保洁、景观养护、停车场管理、交通配套等多元设施服务领域，为各类客户提供一体化的场地运营解决方案。
Frontdoor, Inc.是领先的家庭服务与保障平台，主要面向美国市场运营。其提供可定制的家庭保修计划，覆盖家电、暖通空调、管道、电气系统的维修更换，同时支持用户按需对接经预先审核的本地服务商，满足住宅维护及维修需求。
ABM vs FTDR — 直观对比
营收规模更大
ABM
是对方的5.3倍
$432.0M
营收增速更快
FTDR
高出7.4%
5.4%
净利率更高
ABM
高出1.3%
0.2%
自由现金流更多
ABM
多$17.7M
$95.0M
两年增速更快
FTDR
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.3B | $432.0M |
| 净利润 | $34.8M | $1.0M |
| 毛利率 | 11.8% | 49.3% |
| 营业利润率 | 3.0% | 0.5% |
| 净利率 | 1.5% | 0.2% |
| 营收同比 | 5.4% | 12.8% |
| 净利润同比 | 394.9% | -88.9% |
| 每股收益（稀释后） | $0.56 | $0.03 |
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ABMFTDR
| Q4 25 | $2.3B | $432.0M | ||
| Q3 25 | $2.2B | $618.0M | ||
| Q2 25 | $2.1B | $617.0M | ||
| Q1 25 | $2.1B | $426.0M | ||
| Q4 24 | $2.2B | $383.0M | ||
| Q3 24 | $2.1B | $540.0M | ||
| Q2 24 | $2.0B | $542.0M | ||
| Q1 24 | $2.1B | $378.0M |
净利润ABMFTDR
| Q4 25 | $34.8M | $1.0M | ||
| Q3 25 | $41.8M | $106.0M | ||
| Q2 25 | $42.2M | $111.0M | ||
| Q1 25 | $43.6M | $37.0M | ||
| Q4 24 | $-11.8M | $9.0M | ||
| Q3 24 | $4.7M | $100.0M | ||
| Q2 24 | $43.8M | $92.0M | ||
| Q1 24 | $44.7M | $34.0M |
毛利率ABMFTDR
| Q4 25 | 11.8% | 49.3% | ||
| Q3 25 | 12.3% | 57.1% | ||
| Q2 25 | 12.8% | 57.7% | ||
| Q1 25 | 12.3% | 55.2% | ||
| Q4 24 | 12.5% | 48.0% | ||
| Q3 24 | 12.6% | 56.7% | ||
| Q2 24 | 12.6% | 56.5% | ||
| Q1 24 | 11.8% | 51.6% |
营业利润率ABMFTDR
| Q4 25 | 3.0% | 0.5% | ||
| Q3 25 | 3.8% | 23.0% | ||
| Q2 25 | 3.9% | 23.7% | ||
| Q1 25 | 3.7% | 11.3% | ||
| Q4 24 | 0.9% | 1.6% | ||
| Q3 24 | 1.8% | 24.8% | ||
| Q2 24 | 4.0% | 22.9% | ||
| Q1 24 | 3.6% | 11.9% |
净利率ABMFTDR
| Q4 25 | 1.5% | 0.2% | ||
| Q3 25 | 1.9% | 17.2% | ||
| Q2 25 | 2.0% | 18.0% | ||
| Q1 25 | 2.1% | 8.7% | ||
| Q4 24 | -0.5% | 2.3% | ||
| Q3 24 | 0.2% | 18.5% | ||
| Q2 24 | 2.2% | 17.0% | ||
| Q1 24 | 2.2% | 9.0% |
每股收益（稀释后）ABMFTDR
| Q4 25 | $0.56 | $0.03 | ||
| Q3 25 | $0.67 | $1.42 | ||
| Q2 25 | $0.67 | $1.48 | ||
| Q1 25 | $0.69 | $0.49 | ||
| Q4 24 | $-0.18 | $0.10 | ||
| Q3 24 | $0.07 | $1.30 | ||
| Q2 24 | $0.69 | $1.18 | ||
| Q1 24 | $0.70 | $0.43 |
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 | $104.1M | $566.0M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $1.8B | $242.0M |
| 总资产 | $5.3B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 4.73× |
8季度趋势，按日历期对齐
现金及短期投资ABMFTDR
| Q4 25 | $104.1M | $566.0M | ||
| Q3 25 | $69.3M | $563.0M | ||
| Q2 25 | $58.7M | $562.0M | ||
| Q1 25 | $59.0M | $506.0M | ||
| Q4 24 | $64.6M | $436.0M | ||
| Q3 24 | $86.3M | $375.0M | ||
| Q2 24 | $60.7M | $419.0M | ||
| Q1 24 | $58.0M | $378.0M |
总债务ABMFTDR
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M | ||
| Q1 24 | — | $573.0M |
股东权益ABMFTDR
| Q4 25 | $1.8B | $242.0M | ||
| Q3 25 | $1.8B | $316.0M | ||
| Q2 25 | $1.8B | $254.0M | ||
| Q1 25 | $1.8B | $198.0M | ||
| Q4 24 | $1.8B | $239.0M | ||
| Q3 24 | $1.8B | $261.0M | ||
| Q2 24 | $1.8B | $214.0M | ||
| Q1 24 | $1.8B | $162.0M |
总资产ABMFTDR
| Q4 25 | $5.3B | $2.1B | ||
| Q3 25 | $5.3B | $2.2B | ||
| Q2 25 | $5.3B | $2.2B | ||
| Q1 25 | $5.2B | $2.1B | ||
| Q4 24 | $5.1B | $2.1B | ||
| Q3 24 | $5.0B | $1.2B | ||
| Q2 24 | $4.9B | $1.2B | ||
| Q1 24 | $5.0B | $1.1B |
负债/权益比ABMFTDR
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× | ||
| Q1 24 | — | 3.54× |
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 | $133.4M | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $112.7M | $95.0M |
| 自由现金流率自由现金流/营收 | 4.9% | 22.0% |
| 资本支出强度资本支出/营收 | 0.9% | 1.4% |
| 现金转化率经营现金流/净利润 | 3.83× | 101.00× |
| 过去12个月自由现金流最近4个季度 | $155.1M | $390.0M |
8季度趋势，按日历期对齐
经营现金流ABMFTDR
| Q4 25 | $133.4M | $101.0M | ||
| Q3 25 | $174.9M | $64.0M | ||
| Q2 25 | $32.3M | $127.0M | ||
| Q1 25 | $-106.2M | $124.0M | ||
| Q4 24 | $30.4M | $58.0M | ||
| Q3 24 | $79.4M | $25.0M | ||
| Q2 24 | $117.0M | $103.0M | ||
| Q1 24 | $-100.0K | $84.0M |
自由现金流ABMFTDR
| Q4 25 | $112.7M | $95.0M | ||
| Q3 25 | $150.1M | $58.0M | ||
| Q2 25 | $15.2M | $120.0M | ||
| Q1 25 | $-122.9M | $117.0M | ||
| Q4 24 | $15.6M | $50.0M | ||
| Q3 24 | $63.9M | $16.0M | ||
| Q2 24 | $101.5M | $91.0M | ||
| Q1 24 | $-13.7M | $74.0M |
自由现金流率ABMFTDR
| Q4 25 | 4.9% | 22.0% | ||
| Q3 25 | 6.7% | 9.4% | ||
| Q2 25 | 0.7% | 19.4% | ||
| Q1 25 | -5.8% | 27.5% | ||
| Q4 24 | 0.7% | 13.1% | ||
| Q3 24 | 3.1% | 3.0% | ||
| Q2 24 | 5.0% | 16.8% | ||
| Q1 24 | -0.7% | 19.6% |
资本支出强度ABMFTDR
| Q4 25 | 0.9% | 1.4% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 0.8% | 1.1% | ||
| Q1 25 | 0.8% | 1.6% | ||
| Q4 24 | 0.7% | 2.1% | ||
| Q3 24 | 0.7% | 1.7% | ||
| Q2 24 | 0.8% | 2.2% | ||
| Q1 24 | 0.7% | 2.6% |
现金转化率ABMFTDR
| Q4 25 | 3.83× | 101.00× | ||
| Q3 25 | 4.18× | 0.60× | ||
| Q2 25 | 0.77× | 1.14× | ||
| Q1 25 | -2.44× | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | 16.89× | 0.25× | ||
| Q2 24 | 2.67× | 1.12× | ||
| Q1 24 | -0.00× | 2.47× |
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
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
