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Frontdoor, Inc.（FTDR）与LifeStance Health Group, Inc.（LFST）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LifeStance Health Group, Inc.的1.2倍（$451.0M vs $382.2M），Frontdoor, Inc.净利率更高（9.1% vs 3.1%，领先6.0%），LifeStance Health Group, Inc.同比增速更快（17.4% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $46.6M），过去两年LifeStance Health Group, Inc.的营收复合增速更高（12.8% vs -8.8%）
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。
LifeStance Health Group是美国的门诊行为健康服务提供商，支持线下面诊与远程诊疗两种服务模式，业务涵盖心理咨询、精神科诊疗、经颅磁刺激（TMS）以及氯胺酮治疗等。该公司曾多次因劳动违规、客户信息泄露及误导投资者相关问题遭遇诉讼。
FTDR vs LFST — 直观对比
营收规模更大
FTDR
是对方的1.2倍
$382.2M
营收增速更快
LFST
高出11.6%
5.9%
净利率更高
FTDR
高出6.0%
3.1%
自由现金流更多
FTDR
多$67.4M
$46.6M
两年增速更快
LFST
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $382.2M |
| 净利润 | $41.0M | $11.7M |
| 毛利率 | 55.0% | — |
| 营业利润率 | — | 4.7% |
| 净利率 | 9.1% | 3.1% |
| 营收同比 | 5.9% | 17.4% |
| 净利润同比 | 10.8% | 264.1% |
| 每股收益（稀释后） | $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FTDRLFST
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $382.2M | ||
| Q3 25 | $618.0M | $363.8M | ||
| Q2 25 | $617.0M | $345.3M | ||
| Q1 25 | $426.0M | $333.0M | ||
| Q4 24 | $383.0M | $325.5M | ||
| Q3 24 | $540.0M | $312.7M | ||
| Q2 24 | $542.0M | $312.3M |
净利润FTDRLFST
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $11.7M | ||
| Q3 25 | $106.0M | $1.1M | ||
| Q2 25 | $111.0M | $-3.8M | ||
| Q1 25 | $37.0M | $709.0K | ||
| Q4 24 | $9.0M | $-7.1M | ||
| Q3 24 | $100.0M | $-6.0M | ||
| Q2 24 | $92.0M | $-23.3M |
毛利率FTDRLFST
| Q1 26 | 55.0% | — | ||
| 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% | — |
营业利润率FTDRLFST
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 4.7% | ||
| Q3 25 | 23.0% | 2.0% | ||
| Q2 25 | 23.7% | -0.9% | ||
| Q1 25 | 11.3% | 0.5% | ||
| Q4 24 | 1.6% | 0.3% | ||
| Q3 24 | 24.8% | 0.0% | ||
| Q2 24 | 22.9% | -5.1% |
净利率FTDRLFST
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 3.1% | ||
| Q3 25 | 17.2% | 0.3% | ||
| Q2 25 | 18.0% | -1.1% | ||
| Q1 25 | 8.7% | 0.2% | ||
| Q4 24 | 2.3% | -2.2% | ||
| Q3 24 | 18.5% | -1.9% | ||
| Q2 24 | 17.0% | -7.5% |
每股收益（稀释后）FTDRLFST
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $1.42 | — | ||
| Q2 25 | $1.48 | — | ||
| Q1 25 | $0.49 | — | ||
| Q4 24 | $0.10 | — | ||
| Q3 24 | $1.30 | — | ||
| Q2 24 | $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 | $603.0M | $248.6M |
| 总债务越低越好 | $1.2B | $282.8M |
| 股东权益账面价值 | $230.0M | $1.5B |
| 总资产 | $2.2B | $2.2B |
| 负债/权益比越低杠杆越低 | 5.07× | 0.19× |
8季度趋势，按日历期对齐
现金及短期投资FTDRLFST
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $248.6M | ||
| Q3 25 | $563.0M | $203.9M | ||
| Q2 25 | $562.0M | $188.9M | ||
| Q1 25 | $506.0M | $134.3M | ||
| Q4 24 | $436.0M | $154.6M | ||
| Q3 24 | $375.0M | $102.6M | ||
| Q2 24 | $419.0M | $87.0M |
总债务FTDRLFST
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $282.8M | ||
| Q3 25 | $1.2B | $284.6M | ||
| Q2 25 | $1.2B | $286.4M | ||
| Q1 25 | $1.2B | $288.2M | ||
| Q4 24 | $1.2B | $290.0M | ||
| Q3 24 | $565.0M | $287.3M | ||
| Q2 24 | $569.0M | $288.0M |
股东权益FTDRLFST
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $1.5B | ||
| Q3 25 | $316.0M | $1.5B | ||
| Q2 25 | $254.0M | $1.5B | ||
| Q1 25 | $198.0M | $1.5B | ||
| Q4 24 | $239.0M | $1.4B | ||
| Q3 24 | $261.0M | $1.4B | ||
| Q2 24 | $214.0M | $1.4B |
总资产FTDRLFST
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.2B | $2.1B | ||
| Q1 25 | $2.1B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.1B |
负债/权益比FTDRLFST
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.19× | ||
| Q3 25 | 3.64× | 0.19× | ||
| Q2 25 | 4.56× | 0.19× | ||
| Q1 25 | 5.88× | 0.20× | ||
| Q4 24 | 4.90× | 0.20× | ||
| Q3 24 | 2.16× | 0.20× | ||
| Q2 24 | 2.66× | 0.20× |
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 | — | $57.6M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $46.6M |
| 自由现金流率自由现金流/营收 | 25.3% | 12.2% |
| 资本支出强度资本支出/营收 | — | 2.9% |
| 现金转化率经营现金流/净利润 | — | 4.93× |
| 过去12个月自由现金流最近4个季度 | $387.0M | $110.0M |
8季度趋势，按日历期对齐
经营现金流FTDRLFST
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $57.6M | ||
| Q3 25 | $64.0M | $27.3M | ||
| Q2 25 | $127.0M | $64.4M | ||
| Q1 25 | $124.0M | $-3.1M | ||
| Q4 24 | $58.0M | $62.3M | ||
| Q3 24 | $25.0M | $22.7M | ||
| Q2 24 | $103.0M | $44.1M |
自由现金流FTDRLFST
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $46.6M | ||
| Q3 25 | $58.0M | $17.0M | ||
| Q2 25 | $120.0M | $56.6M | ||
| Q1 25 | $117.0M | $-10.3M | ||
| Q4 24 | $50.0M | $56.0M | ||
| Q3 24 | $16.0M | $17.7M | ||
| Q2 24 | $91.0M | $39.0M |
自由现金流率FTDRLFST
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 12.2% | ||
| Q3 25 | 9.4% | 4.7% | ||
| Q2 25 | 19.4% | 16.4% | ||
| Q1 25 | 27.5% | -3.1% | ||
| Q4 24 | 13.1% | 17.2% | ||
| Q3 24 | 3.0% | 5.7% | ||
| Q2 24 | 16.8% | 12.5% |
资本支出强度FTDRLFST
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.9% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | 1.1% | 2.2% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 2.1% | 1.9% | ||
| Q3 24 | 1.7% | 1.6% | ||
| Q2 24 | 2.2% | 1.6% |
现金转化率FTDRLFST
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 4.93× | ||
| Q3 25 | 0.60× | 25.34× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | -4.36× | ||
| 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
