vs
Frontdoor, Inc.（FTDR）与朗美通（LITE）财务数据对比。点击上方公司名可切换其他公司
朗美通的季度营收约是Frontdoor, Inc.的1.5倍（$665.5M vs $451.0M），朗美通净利率更高（11.8% vs 9.1%，领先2.7%），朗美通同比增速更快（65.5% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $43.1M），过去两年朗美通的营收复合增速更高（34.8% 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。
朗美通控股（Lumentum Holdings Inc.）是全球知名光电产品供应商，前身为美国捷迪讯（JDSU）旗下光电器件及激光业务板块，2015年8月随捷迪讯分拆独立运营，总部位于美国加利福尼亚州米尔皮塔斯，主营光通信网络设备、激光器、定制光学解决方案等多元产品。
FTDR vs LITE — 直观对比
营收规模更大
LITE
是对方的1.5倍
$451.0M
营收增速更快
LITE
高出59.6%
5.9%
净利率更高
LITE
高出2.7%
9.1%
自由现金流更多
FTDR
多$70.9M
$43.1M
两年增速更快
LITE
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $665.5M |
| 净利润 | $41.0M | $78.2M |
| 毛利率 | 55.0% | 36.1% |
| 营业利润率 | — | 9.7% |
| 净利率 | 9.1% | 11.8% |
| 营收同比 | 5.9% | 65.5% |
| 净利润同比 | 10.8% | 228.4% |
| 每股收益（稀释后） | $0.57 | $0.89 |
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FTDRLITE
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $665.5M | ||
| Q3 25 | $618.0M | $533.8M | ||
| Q2 25 | $617.0M | $480.7M | ||
| Q1 25 | $426.0M | $425.2M | ||
| Q4 24 | $383.0M | $402.2M | ||
| Q3 24 | $540.0M | $336.9M | ||
| Q2 24 | $542.0M | $308.3M |
净利润FTDRLITE
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $78.2M | ||
| Q3 25 | $106.0M | $4.2M | ||
| Q2 25 | $111.0M | $213.3M | ||
| Q1 25 | $37.0M | $-44.1M | ||
| Q4 24 | $9.0M | $-60.9M | ||
| Q3 24 | $100.0M | $-82.4M | ||
| Q2 24 | $92.0M | $-252.5M |
毛利率FTDRLITE
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 36.1% | ||
| Q3 25 | 57.1% | 34.0% | ||
| Q2 25 | 57.7% | 33.3% | ||
| Q1 25 | 55.2% | 28.8% | ||
| Q4 24 | 48.0% | 24.8% | ||
| Q3 24 | 56.7% | 23.1% | ||
| Q2 24 | 56.5% | 16.6% |
营业利润率FTDRLITE
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 9.7% | ||
| Q3 25 | 23.0% | 1.3% | ||
| Q2 25 | 23.7% | -1.7% | ||
| Q1 25 | 11.3% | -8.9% | ||
| Q4 24 | 1.6% | -12.8% | ||
| Q3 24 | 24.8% | -24.5% | ||
| Q2 24 | 22.9% | -43.3% |
净利率FTDRLITE
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 11.8% | ||
| Q3 25 | 17.2% | 0.8% | ||
| Q2 25 | 18.0% | 44.4% | ||
| Q1 25 | 8.7% | -10.4% | ||
| Q4 24 | 2.3% | -15.1% | ||
| Q3 24 | 18.5% | -24.5% | ||
| Q2 24 | 17.0% | -81.9% |
每股收益（稀释后）FTDRLITE
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.89 | ||
| Q3 25 | $1.42 | $0.05 | ||
| Q2 25 | $1.48 | $3.10 | ||
| Q1 25 | $0.49 | $-0.64 | ||
| Q4 24 | $0.10 | $-0.88 | ||
| Q3 24 | $1.30 | $-1.21 | ||
| Q2 24 | $1.18 | $-3.75 |
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 | $1.2B |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $846.6M |
| 总资产 | $2.2B | $4.8B |
| 负债/权益比越低杠杆越低 | 5.07× | — |
8季度趋势，按日历期对齐
现金及短期投资FTDRLITE
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $1.2B | ||
| Q3 25 | $563.0M | $1.1B | ||
| Q2 25 | $562.0M | $877.1M | ||
| Q1 25 | $506.0M | $866.7M | ||
| Q4 24 | $436.0M | $896.7M | ||
| Q3 24 | $375.0M | $916.1M | ||
| Q2 24 | $419.0M | $887.0M |
总债务FTDRLITE
| Q1 26 | $1.2B | — | ||
| 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 | — |
股东权益FTDRLITE
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $846.6M | ||
| Q3 25 | $316.0M | $780.8M | ||
| Q2 25 | $254.0M | $1.1B | ||
| Q1 25 | $198.0M | $879.5M | ||
| Q4 24 | $239.0M | $872.3M | ||
| Q3 24 | $261.0M | $895.9M | ||
| Q2 24 | $214.0M | $957.3M |
总资产FTDRLITE
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.2B | $4.6B | ||
| Q2 25 | $2.2B | $4.2B | ||
| Q1 25 | $2.1B | $4.0B | ||
| Q4 24 | $2.1B | $4.0B | ||
| Q3 24 | $1.2B | $4.0B | ||
| Q2 24 | $1.2B | $3.9B |
负债/权益比FTDRLITE
| Q1 26 | 5.07× | — | ||
| 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× | — |
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 | — | $126.7M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $43.1M |
| 自由现金流率自由现金流/营收 | 25.3% | 6.5% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 现金转化率经营现金流/净利润 | — | 1.62× |
| 过去12个月自由现金流最近4个季度 | $387.0M | $-29.5M |
8季度趋势，按日历期对齐
经营现金流FTDRLITE
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $126.7M | ||
| Q3 25 | $64.0M | $57.9M | ||
| Q2 25 | $127.0M | $64.0M | ||
| Q1 25 | $124.0M | $-1.6M | ||
| Q4 24 | $58.0M | $24.3M | ||
| Q3 24 | $25.0M | $39.6M | ||
| Q2 24 | $103.0M | $35.5M |
自由现金流FTDRLITE
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $43.1M | ||
| Q3 25 | $58.0M | $-18.3M | ||
| Q2 25 | $120.0M | $10.1M | ||
| Q1 25 | $117.0M | $-64.4M | ||
| Q4 24 | $50.0M | $-15.9M | ||
| Q3 24 | $16.0M | $-34.5M | ||
| Q2 24 | $91.0M | $10.9M |
自由现金流率FTDRLITE
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 6.5% | ||
| Q3 25 | 9.4% | -3.4% | ||
| Q2 25 | 19.4% | 2.1% | ||
| Q1 25 | 27.5% | -15.1% | ||
| Q4 24 | 13.1% | -4.0% | ||
| Q3 24 | 3.0% | -10.2% | ||
| Q2 24 | 16.8% | 3.5% |
资本支出强度FTDRLITE
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 12.6% | ||
| Q3 25 | 1.0% | 14.3% | ||
| Q2 25 | 1.1% | 11.2% | ||
| Q1 25 | 1.6% | 14.8% | ||
| Q4 24 | 2.1% | 10.0% | ||
| Q3 24 | 1.7% | 22.0% | ||
| Q2 24 | 2.2% | 8.0% |
现金转化率FTDRLITE
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.62× | ||
| Q3 25 | 0.60× | 13.79× | ||
| Q2 25 | 1.14× | 0.30× | ||
| 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
FTDR
暂无分部数据
LITE
| Components | $443.7M | 67% |
| Systems | $221.8M | 33% |
