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Frontdoor, Inc.（FTDR）与UiPath, Inc.（PATH）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UiPath, Inc.的1.1倍（$451.0M vs $411.1M），UiPath, Inc.净利率更高（48.4% vs 9.1%，领先39.3%），UiPath, Inc.同比增速更快（15.9% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $25.1M），过去两年UiPath, Inc.的营收复合增速更高（0.7% 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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
FTDR vs PATH — 直观对比
营收规模更大
FTDR
是对方的1.1倍
$411.1M
营收增速更快
PATH
高出10.1%
5.9%
净利率更高
PATH
高出39.3%
9.1%
自由现金流更多
FTDR
多$88.9M
$25.1M
两年增速更快
PATH
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $411.1M |
| 净利润 | $41.0M | $198.8M |
| 毛利率 | 55.0% | 83.3% |
| 营业利润率 | — | 3.2% |
| 净利率 | 9.1% | 48.4% |
| 营收同比 | 5.9% | 15.9% |
| 净利润同比 | 10.8% | 1966.2% |
| 每股收益（稀释后） | $0.57 | $0.37 |
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FTDRPATH
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $411.1M | ||
| Q3 25 | $618.0M | $361.7M | ||
| Q2 25 | $617.0M | $356.6M | ||
| Q1 25 | $426.0M | $423.6M | ||
| Q4 24 | $383.0M | $354.7M | ||
| Q3 24 | $540.0M | $316.3M | ||
| Q2 24 | $542.0M | $335.1M |
净利润FTDRPATH
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $198.8M | ||
| Q3 25 | $106.0M | $1.6M | ||
| Q2 25 | $111.0M | $-22.6M | ||
| Q1 25 | $37.0M | $51.8M | ||
| Q4 24 | $9.0M | $-10.7M | ||
| Q3 24 | $100.0M | $-86.1M | ||
| Q2 24 | $92.0M | $-28.7M |
毛利率FTDRPATH
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 83.3% | ||
| Q3 25 | 57.1% | 82.2% | ||
| Q2 25 | 57.7% | 82.1% | ||
| Q1 25 | 55.2% | 84.8% | ||
| Q4 24 | 48.0% | 82.0% | ||
| Q3 24 | 56.7% | 80.0% | ||
| Q2 24 | 56.5% | 83.5% |
营业利润率FTDRPATH
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 3.2% | ||
| Q3 25 | 23.0% | -5.6% | ||
| Q2 25 | 23.7% | -4.6% | ||
| Q1 25 | 11.3% | 7.9% | ||
| Q4 24 | 1.6% | -12.2% | ||
| Q3 24 | 24.8% | -32.7% | ||
| Q2 24 | 22.9% | -14.8% |
净利率FTDRPATH
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 48.4% | ||
| Q3 25 | 17.2% | 0.4% | ||
| Q2 25 | 18.0% | -6.3% | ||
| Q1 25 | 8.7% | 12.2% | ||
| Q4 24 | 2.3% | -3.0% | ||
| Q3 24 | 18.5% | -27.2% | ||
| Q2 24 | 17.0% | -8.6% |
每股收益（稀释后）FTDRPATH
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.37 | ||
| Q3 25 | $1.42 | $0.00 | ||
| Q2 25 | $1.48 | $-0.04 | ||
| Q1 25 | $0.49 | $0.09 | ||
| Q4 24 | $0.10 | $-0.02 | ||
| Q3 24 | $1.30 | $-0.15 | ||
| Q2 24 | $1.18 | $-0.05 |
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 | $1.4B |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $1.9B |
| 总资产 | $2.2B | $2.9B |
| 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FTDRPATH
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $1.4B | ||
| Q3 25 | $563.0M | $1.4B | ||
| Q2 25 | $562.0M | $1.6B | ||
| Q1 25 | $506.0M | $1.6B | ||
| Q4 24 | $436.0M | $1.6B | ||
| Q3 24 | $375.0M | $1.7B | ||
| Q2 24 | $419.0M | $1.9B |
总债务FTDRPATH
| 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FTDRPATH
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $1.9B | ||
| Q3 25 | $316.0M | $1.7B | ||
| Q2 25 | $254.0M | $1.7B | ||
| Q1 25 | $198.0M | $1.8B | ||
| Q4 24 | $239.0M | $1.7B | ||
| Q3 24 | $261.0M | $1.8B | ||
| Q2 24 | $214.0M | $2.0B |
总资产FTDRPATH
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $2.2B | $2.6B | ||
| Q1 25 | $2.1B | $2.9B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $1.2B | $2.7B | ||
| Q2 24 | $1.2B | $2.8B |
负债/权益比FTDRPATH
| 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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $25.1M |
| 自由现金流率自由现金流/营收 | 25.3% | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | $387.0M | — |
8季度趋势，按日历期对齐
经营现金流FTDRPATH
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $28.3M | ||
| Q3 25 | $64.0M | $41.6M | ||
| Q2 25 | $127.0M | $119.0M | ||
| Q1 25 | $124.0M | $146.1M | ||
| Q4 24 | $58.0M | $28.1M | ||
| Q3 24 | $25.0M | $46.4M | ||
| Q2 24 | $103.0M | $100.0M |
自由现金流FTDRPATH
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $25.1M | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $120.0M | $106.2M | ||
| Q1 25 | $117.0M | $138.7M | ||
| Q4 24 | $50.0M | $23.2M | ||
| Q3 24 | $16.0M | $45.0M | ||
| Q2 24 | $91.0M | $98.8M |
自由现金流率FTDRPATH
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 6.1% | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 19.4% | 29.8% | ||
| Q1 25 | 27.5% | 32.7% | ||
| Q4 24 | 13.1% | 6.5% | ||
| Q3 24 | 3.0% | 14.2% | ||
| Q2 24 | 16.8% | 29.5% |
资本支出强度FTDRPATH
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.8% | ||
| Q3 25 | 1.0% | 0.0% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 1.6% | 1.7% | ||
| Q4 24 | 2.1% | 1.4% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率FTDRPATH
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 0.14× | ||
| Q3 25 | 0.60× | 26.25× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | 2.82× | ||
| 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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
