vs
Frontdoor, Inc.（FTDR）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的2.1倍（$451.0M vs $219.9M），Frontdoor, Inc.净利率更高（9.1% vs -1.0%，领先10.1%），Frontdoor, Inc.同比增速更快（5.9% vs 2.0%），Frontdoor, Inc.自由现金流更多（$114.0M vs $16.8M），过去两年Orthofix Medical Inc.的营收复合增速更高（8.0% 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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
FTDR vs OFIX — 直观对比
营收规模更大
FTDR
是对方的2.1倍
$219.9M
营收增速更快
FTDR
高出3.9%
2.0%
净利率更高
FTDR
高出10.1%
-1.0%
自由现金流更多
FTDR
多$97.2M
$16.8M
两年增速更快
OFIX
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $219.9M |
| 净利润 | $41.0M | $-2.2M |
| 毛利率 | 55.0% | 71.1% |
| 营业利润率 | — | 0.2% |
| 净利率 | 9.1% | -1.0% |
| 营收同比 | 5.9% | 2.0% |
| 净利润同比 | 10.8% | 92.4% |
| 每股收益（稀释后） | $0.57 | $-0.05 |
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FTDROFIX
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $219.9M | ||
| Q3 25 | $618.0M | $205.6M | ||
| Q2 25 | $617.0M | $203.1M | ||
| Q1 25 | $426.0M | $193.6M | ||
| Q4 24 | $383.0M | $215.7M | ||
| Q3 24 | $540.0M | $196.6M | ||
| Q2 24 | $542.0M | $198.6M |
净利润FTDROFIX
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-2.2M | ||
| Q3 25 | $106.0M | $-22.8M | ||
| Q2 25 | $111.0M | $-14.1M | ||
| Q1 25 | $37.0M | $-53.1M | ||
| Q4 24 | $9.0M | $-29.1M | ||
| Q3 24 | $100.0M | $-27.4M | ||
| Q2 24 | $92.0M | $-33.4M |
毛利率FTDROFIX
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 71.1% | ||
| Q3 25 | 57.1% | 72.2% | ||
| Q2 25 | 57.7% | 68.7% | ||
| Q1 25 | 55.2% | 62.8% | ||
| Q4 24 | 48.0% | 69.0% | ||
| Q3 24 | 56.7% | 68.7% | ||
| Q2 24 | 56.5% | 67.8% |
营业利润率FTDROFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 0.2% | ||
| Q3 25 | 23.0% | -8.3% | ||
| Q2 25 | 23.7% | -7.9% | ||
| Q1 25 | 11.3% | -25.2% | ||
| Q4 24 | 1.6% | -5.3% | ||
| Q3 24 | 24.8% | -9.6% | ||
| Q2 24 | 22.9% | -12.5% |
净利率FTDROFIX
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -1.0% | ||
| Q3 25 | 17.2% | -11.1% | ||
| Q2 25 | 18.0% | -6.9% | ||
| Q1 25 | 8.7% | -27.4% | ||
| Q4 24 | 2.3% | -13.5% | ||
| Q3 24 | 18.5% | -13.9% | ||
| Q2 24 | 17.0% | -16.8% |
每股收益（稀释后）FTDROFIX
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-0.05 | ||
| Q3 25 | $1.42 | $-0.57 | ||
| Q2 25 | $1.48 | $-0.36 | ||
| Q1 25 | $0.49 | $-1.35 | ||
| Q4 24 | $0.10 | $-0.76 | ||
| Q3 24 | $1.30 | $-0.71 | ||
| Q2 24 | $1.18 | $-0.88 |
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 | $82.0M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $450.0M |
| 总资产 | $2.2B | $850.6M |
| 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FTDROFIX
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $82.0M | ||
| Q3 25 | $563.0M | $62.9M | ||
| Q2 25 | $562.0M | $65.6M | ||
| Q1 25 | $506.0M | $58.0M | ||
| Q4 24 | $436.0M | $83.2M | ||
| Q3 24 | $375.0M | $30.1M | ||
| Q2 24 | $419.0M | $26.4M |
总债务FTDROFIX
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $157.2M | ||
| Q2 25 | $1.2B | $157.0M | ||
| Q1 25 | $1.2B | $156.9M | ||
| Q4 24 | $1.2B | $157.0M | ||
| Q3 24 | $565.0M | $118.5M | ||
| Q2 24 | $569.0M | $118.0M |
股东权益FTDROFIX
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $450.0M | ||
| Q3 25 | $316.0M | $442.5M | ||
| Q2 25 | $254.0M | $458.3M | ||
| Q1 25 | $198.0M | $458.3M | ||
| Q4 24 | $239.0M | $503.1M | ||
| Q3 24 | $261.0M | $525.9M | ||
| Q2 24 | $214.0M | $546.0M |
总资产FTDROFIX
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $850.6M | ||
| Q3 25 | $2.2B | $832.6M | ||
| Q2 25 | $2.2B | $837.2M | ||
| Q1 25 | $2.1B | $823.1M | ||
| Q4 24 | $2.1B | $893.3M | ||
| Q3 24 | $1.2B | $867.9M | ||
| Q2 24 | $1.2B | $882.0M |
负债/权益比FTDROFIX
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | 0.36× | ||
| Q2 25 | 4.56× | 0.34× | ||
| Q1 25 | 5.88× | 0.34× | ||
| Q4 24 | 4.90× | 0.31× | ||
| Q3 24 | 2.16× | 0.23× | ||
| Q2 24 | 2.66× | 0.22× |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $16.8M |
| 自由现金流率自由现金流/营收 | 25.3% | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | $387.0M | $-1.3M |
8季度趋势，按日历期对齐
经营现金流FTDROFIX
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $27.7M | ||
| Q3 25 | $64.0M | $12.4M | ||
| Q2 25 | $127.0M | $11.6M | ||
| Q1 25 | $124.0M | $-18.4M | ||
| Q4 24 | $58.0M | $23.7M | ||
| Q3 24 | $25.0M | $11.7M | ||
| Q2 24 | $103.0M | $9.0M |
自由现金流FTDROFIX
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $16.8M | ||
| Q3 25 | $58.0M | $2.5M | ||
| Q2 25 | $120.0M | $4.5M | ||
| Q1 25 | $117.0M | $-25.1M | ||
| Q4 24 | $50.0M | $15.2M | ||
| Q3 24 | $16.0M | $6.3M | ||
| Q2 24 | $91.0M | $-360.0K |
自由现金流率FTDROFIX
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 7.6% | ||
| Q3 25 | 9.4% | 1.2% | ||
| Q2 25 | 19.4% | 2.2% | ||
| Q1 25 | 27.5% | -13.0% | ||
| Q4 24 | 13.1% | 7.0% | ||
| Q3 24 | 3.0% | 3.2% | ||
| Q2 24 | 16.8% | -0.2% |
资本支出强度FTDROFIX
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 4.9% | ||
| Q3 25 | 1.0% | 4.8% | ||
| Q2 25 | 1.1% | 3.5% | ||
| Q1 25 | 1.6% | 3.5% | ||
| Q4 24 | 2.1% | 4.0% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 2.2% | 4.7% |
现金转化率FTDROFIX
| 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
FTDR
暂无分部数据
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
