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APi Group Corp(APG)与Frontdoor, Inc.(FTDR)财务数据对比。点击上方公司名可切换其他公司
APi Group Corp的季度营收约是Frontdoor, Inc.的4.9倍($2.1B vs $432.0M)。APi Group Corp净利率更高(4.6% vs 0.2%,领先4.4%)。APi Group Corp同比增速更快(13.8% vs 12.8%)。APi Group Corp自由现金流更多($356.0M vs $95.0M)。过去两年APi Group Corp的营收复合增速更高(15.0% vs 6.9%)
xAI是埃隆·马斯克2023年创立的美国科技企业,为航天企业SpaceX的全资子公司,业务覆盖人工智能、社交媒体领域,核心产品包括生成式AI聊天机器人Grok,以及2025年3月收购的社交媒体平台X。
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。
APG vs FTDR — 直观对比
营收规模更大
APG
是对方的4.9倍
$432.0M
营收增速更快
APG
高出1.0%
12.8%
净利率更高
APG
高出4.4%
0.2%
自由现金流更多
APG
多$261.0M
$95.0M
两年增速更快
APG
近两年复合增速
6.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.1B | $432.0M |
| 净利润 | $97.0M | $1.0M |
| 毛利率 | 32.0% | 49.3% |
| 营业利润率 | 7.7% | 0.5% |
| 净利率 | 4.6% | 0.2% |
| 营收同比 | 13.8% | 12.8% |
| 净利润同比 | 44.8% | -88.9% |
| 每股收益(稀释后) | $-1.16 | $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
APG
FTDR
| Q4 25 | $2.1B | $432.0M | ||
| Q3 25 | $2.1B | $618.0M | ||
| Q2 25 | $2.0B | $617.0M | ||
| Q1 25 | $1.7B | $426.0M | ||
| Q4 24 | $1.9B | $383.0M | ||
| Q3 24 | $1.8B | $540.0M | ||
| Q2 24 | $1.7B | $542.0M | ||
| Q1 24 | $1.6B | $378.0M |
净利润
APG
FTDR
| Q4 25 | $97.0M | $1.0M | ||
| Q3 25 | $93.0M | $106.0M | ||
| Q2 25 | $77.0M | $111.0M | ||
| Q1 25 | $35.0M | $37.0M | ||
| Q4 24 | $67.0M | $9.0M | ||
| Q3 24 | $69.0M | $100.0M | ||
| Q2 24 | $69.0M | $92.0M | ||
| Q1 24 | $45.0M | $34.0M |
毛利率
APG
FTDR
| Q4 25 | 32.0% | 49.3% | ||
| Q3 25 | 31.3% | 57.1% | ||
| Q2 25 | 30.9% | 57.7% | ||
| Q1 25 | 31.5% | 55.2% | ||
| Q4 24 | 30.9% | 48.0% | ||
| Q3 24 | 31.1% | 56.7% | ||
| Q2 24 | 31.4% | 56.5% | ||
| Q1 24 | 30.7% | 51.6% |
营业利润率
APG
FTDR
| Q4 25 | 7.7% | 0.5% | ||
| Q3 25 | 7.8% | 23.0% | ||
| Q2 25 | 7.2% | 23.7% | ||
| Q1 25 | 4.9% | 11.3% | ||
| Q4 24 | 6.2% | 1.6% | ||
| Q3 24 | 7.8% | 24.8% | ||
| Q2 24 | 7.3% | 22.9% | ||
| Q1 24 | 6.2% | 11.9% |
净利率
APG
FTDR
| Q4 25 | 4.6% | 0.2% | ||
| Q3 25 | 4.5% | 17.2% | ||
| Q2 25 | 3.9% | 18.0% | ||
| Q1 25 | 2.0% | 8.7% | ||
| Q4 24 | 3.6% | 2.3% | ||
| Q3 24 | 3.8% | 18.5% | ||
| Q2 24 | 4.0% | 17.0% | ||
| Q1 24 | 2.8% | 9.0% |
每股收益(稀释后)
APG
FTDR
| Q4 25 | $-1.16 | $0.03 | ||
| Q3 25 | $0.20 | $1.42 | ||
| Q2 25 | $0.16 | $1.48 | ||
| Q1 25 | $0.11 | $0.49 | ||
| Q4 24 | $0.05 | $0.10 | ||
| Q3 24 | $0.23 | $1.30 | ||
| Q2 24 | $0.22 | $1.18 | ||
| Q1 24 | $-1.34 | $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 | $912.0M | $566.0M |
| 总债务越低越好 | $2.8B | $1.1B |
| 股东权益账面价值 | $3.4B | $242.0M |
| 总资产 | $8.9B | $2.1B |
| 负债/权益比越低杠杆越低 | 0.81× | 4.73× |
8季度趋势,按日历期对齐
现金及短期投资
APG
FTDR
| Q4 25 | $912.0M | $566.0M | ||
| Q3 25 | $555.0M | $563.0M | ||
| Q2 25 | $432.0M | $562.0M | ||
| Q1 25 | $460.0M | $506.0M | ||
| Q4 24 | $499.0M | $436.0M | ||
| Q3 24 | $487.0M | $375.0M | ||
| Q2 24 | $324.0M | $419.0M | ||
| Q1 24 | $247.0M | $378.0M |
总债务
APG
FTDR
| Q4 25 | $2.8B | $1.1B | ||
| Q3 25 | $2.8B | $1.2B | ||
| Q2 25 | $2.8B | $1.2B | ||
| Q1 25 | $2.8B | $1.2B | ||
| Q4 24 | $2.8B | $1.2B | ||
| Q3 24 | $2.9B | $565.0M | ||
| Q2 24 | $2.8B | $569.0M | ||
| Q1 24 | $2.7B | $573.0M |
股东权益
APG
FTDR
| Q4 25 | $3.4B | $242.0M | ||
| Q3 25 | $3.3B | $316.0M | ||
| Q2 25 | $3.2B | $254.0M | ||
| Q1 25 | $3.0B | $198.0M | ||
| Q4 24 | $3.0B | $239.0M | ||
| Q3 24 | $3.0B | $261.0M | ||
| Q2 24 | $2.8B | $214.0M | ||
| Q1 24 | $2.3B | $162.0M |
总资产
APG
FTDR
| Q4 25 | $8.9B | $2.1B | ||
| Q3 25 | $8.7B | $2.2B | ||
| Q2 25 | $8.5B | $2.2B | ||
| Q1 25 | $8.1B | $2.1B | ||
| Q4 24 | $8.2B | $2.1B | ||
| Q3 24 | $8.2B | $1.2B | ||
| Q2 24 | $8.0B | $1.2B | ||
| Q1 24 | $7.2B | $1.1B |
负债/权益比
APG
FTDR
| Q4 25 | 0.81× | 4.73× | ||
| Q3 25 | 0.84× | 3.64× | ||
| Q2 25 | 0.87× | 4.56× | ||
| Q1 25 | 0.92× | 5.88× | ||
| Q4 24 | 0.93× | 4.90× | ||
| Q3 24 | 0.96× | 2.16× | ||
| Q2 24 | 1.00× | 2.66× | ||
| Q1 24 | 1.19× | 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 | $382.0M | $101.0M |
| 自由现金流经营现金流 - 资本支出 | $356.0M | $95.0M |
| 自由现金流率自由现金流/营收 | 16.8% | 22.0% |
| 资本支出强度资本支出/营收 | 1.2% | 1.4% |
| 现金转化率经营现金流/净利润 | 3.94× | 101.00× |
| 过去12个月自由现金流最近4个季度 | $663.0M | $390.0M |
8季度趋势,按日历期对齐
经营现金流
APG
FTDR
| Q4 25 | $382.0M | $101.0M | ||
| Q3 25 | $232.0M | $64.0M | ||
| Q2 25 | $83.0M | $127.0M | ||
| Q1 25 | $62.0M | $124.0M | ||
| Q4 24 | $283.0M | $58.0M | ||
| Q3 24 | $220.0M | $25.0M | ||
| Q2 24 | $110.0M | $103.0M | ||
| Q1 24 | $7.0M | $84.0M |
自由现金流
APG
FTDR
| Q4 25 | $356.0M | $95.0M | ||
| Q3 25 | $201.0M | $58.0M | ||
| Q2 25 | $56.0M | $120.0M | ||
| Q1 25 | $50.0M | $117.0M | ||
| Q4 24 | $265.0M | $50.0M | ||
| Q3 24 | $198.0M | $16.0M | ||
| Q2 24 | $88.0M | $91.0M | ||
| Q1 24 | $-15.0M | $74.0M |
自由现金流率
APG
FTDR
| Q4 25 | 16.8% | 22.0% | ||
| Q3 25 | 9.6% | 9.4% | ||
| Q2 25 | 2.8% | 19.4% | ||
| Q1 25 | 2.9% | 27.5% | ||
| Q4 24 | 14.2% | 13.1% | ||
| Q3 24 | 10.8% | 3.0% | ||
| Q2 24 | 5.1% | 16.8% | ||
| Q1 24 | -0.9% | 19.6% |
资本支出强度
APG
FTDR
| Q4 25 | 1.2% | 1.4% | ||
| Q3 25 | 1.5% | 1.0% | ||
| Q2 25 | 1.4% | 1.1% | ||
| Q1 25 | 0.7% | 1.6% | ||
| Q4 24 | 1.0% | 2.1% | ||
| Q3 24 | 1.2% | 1.7% | ||
| Q2 24 | 1.3% | 2.2% | ||
| Q1 24 | 1.4% | 2.6% |
现金转化率
APG
FTDR
| Q4 25 | 3.94× | 101.00× | ||
| Q3 25 | 2.49× | 0.60× | ||
| Q2 25 | 1.08× | 1.14× | ||
| Q1 25 | 1.77× | 3.35× | ||
| Q4 24 | 4.22× | 6.44× | ||
| Q3 24 | 3.19× | 0.25× | ||
| Q2 24 | 1.59× | 1.12× | ||
| Q1 24 | 0.16× | 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
APG
暂无分部数据
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% |