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化石集团（FOSL）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.的季度营收约是化石集团的1.7倍（$451.0M vs $270.2M），Frontdoor, Inc.净利率更高（9.1% vs -14.8%，领先23.9%），Frontdoor, Inc.同比增速更快（5.9% vs -21.1%），Frontdoor, Inc.自由现金流更多（$114.0M vs $-22.5M），过去两年Frontdoor, Inc.的营收复合增速更高（-8.8% vs -11.4%）
化石集团是1984年成立的美国时尚设计制造企业，总部位于得克萨斯州理查森。集团旗下拥有Fossil、Relic、Michele Watch、Skagen、Zodiac Watches等多个品牌，同时也为宝马、彪马、阿玛尼、迈克高仕、DKNY等多个知名品牌代工生产授权配饰。
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。
FOSL vs FTDR — 直观对比
营收规模更大
FTDR
是对方的1.7倍
$270.2M
营收增速更快
FTDR
高出26.9%
-21.1%
净利率更高
FTDR
高出23.9%
-14.8%
自由现金流更多
FTDR
多$136.5M
$-22.5M
两年增速更快
FTDR
近两年复合增速
-11.4%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $270.2M | $451.0M |
| 净利润 | $-40.0M | $41.0M |
| 毛利率 | 49.0% | 55.0% |
| 营业利润率 | -8.0% | — |
| 净利率 | -14.8% | 9.1% |
| 营收同比 | -21.1% | 5.9% |
| 净利润同比 | -257.8% | 10.8% |
| 每股收益（稀释后） | $-0.76 | $0.57 |
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FOSLFTDR
| Q1 26 | — | $451.0M | ||
| Q4 25 | $270.2M | $432.0M | ||
| Q3 25 | $220.4M | $618.0M | ||
| Q2 25 | $233.3M | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | $342.3M | $383.0M | ||
| Q3 24 | $287.8M | $540.0M | ||
| Q2 24 | $260.0M | $542.0M |
净利润FOSLFTDR
| Q1 26 | — | $41.0M | ||
| Q4 25 | $-40.0M | $1.0M | ||
| Q3 25 | $-2.1M | $106.0M | ||
| Q2 25 | $-17.9M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | $-11.2M | $9.0M | ||
| Q3 24 | $-31.9M | $100.0M | ||
| Q2 24 | $-38.8M | $92.0M |
毛利率FOSLFTDR
| Q1 26 | — | 55.0% | ||
| Q4 25 | 49.0% | 49.3% | ||
| Q3 25 | 57.5% | 57.1% | ||
| Q2 25 | 61.3% | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | 53.9% | 48.0% | ||
| Q3 24 | 49.4% | 56.7% | ||
| Q2 24 | 52.6% | 56.5% |
营业利润率FOSLFTDR
| Q1 26 | — | — | ||
| Q4 25 | -8.0% | 0.5% | ||
| Q3 25 | 3.9% | 23.0% | ||
| Q2 25 | -2.9% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | -4.8% | 1.6% | ||
| Q3 24 | -8.5% | 24.8% | ||
| Q2 24 | -13.1% | 22.9% |
净利率FOSLFTDR
| Q1 26 | — | 9.1% | ||
| Q4 25 | -14.8% | 0.2% | ||
| Q3 25 | -1.0% | 17.2% | ||
| Q2 25 | -7.7% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | -3.3% | 2.3% | ||
| Q3 24 | -11.1% | 18.5% | ||
| Q2 24 | -14.9% | 17.0% |
每股收益（稀释后）FOSLFTDR
| Q1 26 | — | $0.57 | ||
| Q4 25 | $-0.76 | $0.03 | ||
| Q3 25 | $-0.04 | $1.42 | ||
| Q2 25 | $-0.33 | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | $-0.15 | $0.10 | ||
| Q3 24 | $-0.60 | $1.30 | ||
| Q2 24 | $-0.73 | $1.18 |
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 | $79.2M | $603.0M |
| 总债务越低越好 | $169.1M | $1.2B |
| 股东权益账面价值 | $112.6M | $230.0M |
| 总资产 | $701.0M | $2.2B |
| 负债/权益比越低杠杆越低 | 1.50× | 5.07× |
8季度趋势，按日历期对齐
现金及短期投资FOSLFTDR
| Q1 26 | — | $603.0M | ||
| Q4 25 | $79.2M | $566.0M | ||
| Q3 25 | $109.9M | $563.0M | ||
| Q2 25 | $78.3M | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | $123.6M | $436.0M | ||
| Q3 24 | $106.3M | $375.0M | ||
| Q2 24 | $104.9M | $419.0M |
总债务FOSLFTDR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $169.1M | $1.1B | ||
| Q3 25 | $165.6M | $1.2B | ||
| Q2 25 | $167.2M | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $162.7M | $1.2B | ||
| Q3 24 | $173.4M | $565.0M | ||
| Q2 24 | $156.5M | $569.0M |
股东权益FOSLFTDR
| Q1 26 | — | $230.0M | ||
| Q4 25 | $112.6M | $242.0M | ||
| Q3 25 | $150.3M | $316.0M | ||
| Q2 25 | $140.6M | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | $148.7M | $239.0M | ||
| Q3 24 | $164.4M | $261.0M | ||
| Q2 24 | $189.6M | $214.0M |
总资产FOSLFTDR
| Q1 26 | — | $2.2B | ||
| Q4 25 | $701.0M | $2.1B | ||
| Q3 25 | $704.5M | $2.2B | ||
| Q2 25 | $686.0M | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | $763.6M | $2.1B | ||
| Q3 24 | $812.4M | $1.2B | ||
| Q2 24 | $785.7M | $1.2B |
负债/权益比FOSLFTDR
| Q1 26 | — | 5.07× | ||
| Q4 25 | 1.50× | 4.73× | ||
| Q3 25 | 1.10× | 3.64× | ||
| Q2 25 | 1.19× | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | 1.09× | 4.90× | ||
| Q3 24 | 1.06× | 2.16× | ||
| Q2 24 | 0.83× | 2.66× |
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 | $-22.2M | — |
| 自由现金流经营现金流 - 资本支出 | $-22.5M | $114.0M |
| 自由现金流率自由现金流/营收 | -8.3% | 25.3% |
| 资本支出强度资本支出/营收 | 0.1% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $-46.0M | $387.0M |
8季度趋势，按日历期对齐
经营现金流FOSLFTDR
| Q1 26 | — | — | ||
| Q4 25 | $-22.2M | $101.0M | ||
| Q3 25 | $9.4M | $64.0M | ||
| Q2 25 | $-60.4M | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | $30.5M | $58.0M | ||
| Q3 24 | $-22.8M | $25.0M | ||
| Q2 24 | $38.4M | $103.0M |
自由现金流FOSLFTDR
| Q1 26 | — | $114.0M | ||
| Q4 25 | $-22.5M | $95.0M | ||
| Q3 25 | $8.6M | $58.0M | ||
| Q2 25 | $-60.6M | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | $28.5M | $50.0M | ||
| Q3 24 | $-24.1M | $16.0M | ||
| Q2 24 | $36.6M | $91.0M |
自由现金流率FOSLFTDR
| Q1 26 | — | 25.3% | ||
| Q4 25 | -8.3% | 22.0% | ||
| Q3 25 | 3.9% | 9.4% | ||
| Q2 25 | -26.0% | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | 8.3% | 13.1% | ||
| Q3 24 | -8.4% | 3.0% | ||
| Q2 24 | 14.1% | 16.8% |
资本支出强度FOSLFTDR
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 1.4% | ||
| Q3 25 | 0.4% | 1.0% | ||
| Q2 25 | 0.1% | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | 0.6% | 2.1% | ||
| Q3 24 | 0.4% | 1.7% | ||
| Q2 24 | 0.7% | 2.2% |
现金转化率FOSLFTDR
| Q1 26 | — | — | ||
| 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× |
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
FOSL
| Transferred At Point In Time | $109.7M | 41% |
| Traditional Watches | $91.3M | 34% |
| Other | $50.8M | 19% |
| Leathers | $9.5M | 4% |
| Jewelry | $4.0M | 1% |
| Smartwatches | $3.3M | 1% |
| Products Other | $1.6M | 1% |
FTDR
暂无分部数据
