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Arrive AI Inc.（ARAI）与Frontdoor, Inc.（FTDR）财务数据对比。点击上方公司名可切换其他公司
Frontdoor, Inc.的季度营收约是Arrive AI Inc.的57986.6倍（$432.0M vs $7.5K）。Frontdoor, Inc.净利率更高（0.2% vs -59425.6%，领先59425.8%）
Arrive AI Inc.是一家聚焦物流领域的人工智能企业，主打AI驱动的供应链优化、智能路线规划、自动配载等解决方案，服务北美地区电商商家、货运代理及中小物流运营商，帮助客户降低运营成本、缩短配送周期。
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。
ARAI vs FTDR — 直观对比
营收规模更大
FTDR
是对方的57986.6倍
$7.5K
净利率更高
FTDR
高出59425.8%
-59425.6%
损益表 — Q3 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $7.5K | $432.0M |
| 净利润 | $-4.4M | $1.0M |
| 毛利率 | — | 49.3% |
| 营业利润率 | -59425.6% | 0.5% |
| 净利率 | -59425.6% | 0.2% |
| 营收同比 | — | 12.8% |
| 净利润同比 | — | -88.9% |
| 每股收益（稀释后） | $-0.13 | $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ARAIFTDR
| Q4 25 | — | $432.0M | ||
| Q3 25 | $7.5K | $618.0M | ||
| Q2 25 | $90.7K | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | — | $540.0M | ||
| Q2 24 | — | $542.0M | ||
| Q1 24 | — | $378.0M |
净利润ARAIFTDR
| Q4 25 | — | $1.0M | ||
| Q3 25 | $-4.4M | $106.0M | ||
| Q2 25 | $-3.7M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | — | $92.0M | ||
| Q1 24 | — | $34.0M |
毛利率ARAIFTDR
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% | ||
| Q1 24 | — | 51.6% |
营业利润率ARAIFTDR
| Q4 25 | — | 0.5% | ||
| Q3 25 | -59425.6% | 23.0% | ||
| Q2 25 | -4066.2% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 22.9% | ||
| Q1 24 | — | 11.9% |
净利率ARAIFTDR
| Q4 25 | — | 0.2% | ||
| Q3 25 | -59425.6% | 17.2% | ||
| Q2 25 | -4066.2% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | 9.0% |
每股收益（稀释后）ARAIFTDR
| Q4 25 | — | $0.03 | ||
| Q3 25 | $-0.13 | $1.42 | ||
| Q2 25 | $-0.12 | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $1.30 | ||
| Q2 24 | — | $1.18 | ||
| Q1 24 | — | $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 | $1.9M | $566.0M |
| 总债务越低越好 | — | $1.1B |
| 股东权益账面价值 | $5.7M | $242.0M |
| 总资产 | $9.7M | $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ARAIFTDR
| Q4 25 | — | $566.0M | ||
| Q3 25 | $1.9M | $563.0M | ||
| Q2 25 | — | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | — | $419.0M | ||
| Q1 24 | — | $378.0M |
总债务ARAIFTDR
| 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ARAIFTDR
| Q4 25 | — | $242.0M | ||
| Q3 25 | $5.7M | $316.0M | ||
| Q2 25 | $4.5M | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | — | $261.0M | ||
| Q2 24 | — | $214.0M | ||
| Q1 24 | — | $162.0M |
总资产ARAIFTDR
| Q4 25 | — | $2.1B | ||
| Q3 25 | $9.7M | $2.2B | ||
| Q2 25 | $8.5M | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.1B |
负债/权益比ARAIFTDR
| 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 | $-1.2M | $101.0M |
| 自由现金流经营现金流 - 资本支出 | — | $95.0M |
| 自由现金流率自由现金流/营收 | — | 22.0% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 101.00× |
| 过去12个月自由现金流最近4个季度 | — | $390.0M |
8季度趋势，按日历期对齐
经营现金流ARAIFTDR
| Q4 25 | — | $101.0M | ||
| Q3 25 | $-1.2M | $64.0M | ||
| Q2 25 | $-3.3M | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | — | $25.0M | ||
| Q2 24 | — | $103.0M | ||
| Q1 24 | — | $84.0M |
自由现金流ARAIFTDR
| Q4 25 | — | $95.0M | ||
| Q3 25 | — | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M | ||
| Q1 24 | — | $74.0M |
自由现金流率ARAIFTDR
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% | ||
| Q1 24 | — | 19.6% |
资本支出强度ARAIFTDR
| Q4 25 | — | 1.4% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.6% |
现金转化率ARAIFTDR
| Q4 25 | — | 101.00× | ||
| Q3 25 | — | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× | ||
| Q1 24 | — | 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
ARAI
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% |
