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Frontdoor, Inc.（FTDR）与Childrens Place, Inc.（PLCE）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Childrens Place, Inc.的1.3倍（$451.0M vs $339.5M），Frontdoor, Inc.净利率更高（9.1% vs -1.3%，领先10.4%），Frontdoor, Inc.同比增速更快（5.9% vs -13.0%），Frontdoor, Inc.自由现金流更多（$114.0M vs $-3.4M），过去两年Frontdoor, Inc.的营收复合增速更高（-8.8% vs -13.6%）
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。
Children’s Place是专业儿童服饰零售商，产品主要以旗下自有品牌发售，涵盖Gymboree、Sugar & Jade、PJ Place、Crazy 8等。目前该品牌在美国、加拿大、波多黎各共开设约525家门店，同时通过两个线上渠道以及15个国家的5家加盟合作伙伴开展销售，产品涵盖上衣、裙装、鞋履、裤装、睡衣、背包等全品类儿童服饰配件。
FTDR vs PLCE — 直观对比
营收规模更大
FTDR
是对方的1.3倍
$339.5M
营收增速更快
FTDR
高出18.9%
-13.0%
净利率更高
FTDR
高出10.4%
-1.3%
自由现金流更多
FTDR
多$117.4M
$-3.4M
两年增速更快
FTDR
近两年复合增速
-13.6%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $339.5M |
| 净利润 | $41.0M | $-4.3M |
| 毛利率 | 55.0% | 33.1% |
| 营业利润率 | — | 1.1% |
| 净利率 | 9.1% | -1.3% |
| 营收同比 | 5.9% | -13.0% |
| 净利润同比 | 10.8% | -121.5% |
| 每股收益（稀释后） | $0.57 | $-0.19 |
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FTDRPLCE
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $339.5M | ||
| Q3 25 | $618.0M | $298.0M | ||
| Q2 25 | $617.0M | $242.1M | ||
| Q1 25 | $426.0M | $408.6M | ||
| Q4 24 | $383.0M | $390.2M | ||
| Q3 24 | $540.0M | $319.7M | ||
| Q2 24 | $542.0M | $267.9M |
净利润FTDRPLCE
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $-4.3M | ||
| Q3 25 | $106.0M | $-5.4M | ||
| Q2 25 | $111.0M | $-34.0M | ||
| Q1 25 | $37.0M | $-8.0M | ||
| Q4 24 | $9.0M | $20.1M | ||
| Q3 24 | $100.0M | $-32.1M | ||
| Q2 24 | $92.0M | $-37.8M |
毛利率FTDRPLCE
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 33.1% | ||
| Q3 25 | 57.1% | 34.0% | ||
| Q2 25 | 57.7% | 29.2% | ||
| Q1 25 | 55.2% | 28.5% | ||
| Q4 24 | 48.0% | 35.5% | ||
| Q3 24 | 56.7% | 35.0% | ||
| Q2 24 | 56.5% | 34.6% |
营业利润率FTDRPLCE
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.1% | ||
| Q3 25 | 23.0% | 1.4% | ||
| Q2 25 | 23.7% | -10.0% | ||
| Q1 25 | 11.3% | 1.7% | ||
| Q4 24 | 1.6% | 7.5% | ||
| Q3 24 | 24.8% | -6.8% | ||
| Q2 24 | 22.9% | -10.4% |
净利率FTDRPLCE
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | -1.3% | ||
| Q3 25 | 17.2% | -1.8% | ||
| Q2 25 | 18.0% | -14.1% | ||
| Q1 25 | 8.7% | -2.0% | ||
| Q4 24 | 2.3% | 5.1% | ||
| Q3 24 | 18.5% | -10.0% | ||
| Q2 24 | 17.0% | -14.1% |
每股收益（稀释后）FTDRPLCE
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $-0.19 | ||
| Q3 25 | $1.42 | $-0.24 | ||
| Q2 25 | $1.48 | $-1.57 | ||
| Q1 25 | $0.49 | $-0.60 | ||
| Q4 24 | $0.10 | $1.57 | ||
| Q3 24 | $1.30 | $-2.51 | ||
| Q2 24 | $1.18 | $-2.98 |
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 | $7.3M |
| 总债务越低越好 | $1.2B | $107.4M |
| 股东权益账面价值 | $230.0M | $-8.6M |
| 总资产 | $2.2B | $762.5M |
| 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FTDRPLCE
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $7.3M | ||
| Q3 25 | $563.0M | $7.8M | ||
| Q2 25 | $562.0M | $5.7M | ||
| Q1 25 | $506.0M | $5.3M | ||
| Q4 24 | $436.0M | $5.7M | ||
| Q3 24 | $375.0M | $9.6M | ||
| Q2 24 | $419.0M | $13.0M |
总债务FTDRPLCE
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $107.4M | ||
| Q3 25 | $1.2B | $107.2M | ||
| Q2 25 | $1.2B | $107.0M | ||
| Q1 25 | $1.2B | $166.0M | ||
| Q4 24 | $1.2B | $165.7M | ||
| Q3 24 | $565.0M | $165.4M | ||
| Q2 24 | $569.0M | $166.6M |
股东权益FTDRPLCE
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $-8.6M | ||
| Q3 25 | $316.0M | $-4.9M | ||
| Q2 25 | $254.0M | $1.4M | ||
| Q1 25 | $198.0M | $-59.4M | ||
| Q4 24 | $239.0M | $-49.6M | ||
| Q3 24 | $261.0M | $-68.9M | ||
| Q2 24 | $214.0M | $-34.9M |
总资产FTDRPLCE
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $762.5M | ||
| Q3 25 | $2.2B | $805.1M | ||
| Q2 25 | $2.2B | $779.6M | ||
| Q1 25 | $2.1B | $747.6M | ||
| Q4 24 | $2.1B | $888.8M | ||
| Q3 24 | $1.2B | $921.4M | ||
| Q2 24 | $1.2B | $848.3M |
负债/权益比FTDRPLCE
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | 75.63× | ||
| 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 | — | $6.2M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $-3.4M |
| 自由现金流率自由现金流/营收 | 25.3% | -1.0% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 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 | $39.5M |
8季度趋势，按日历期对齐
经营现金流FTDRPLCE
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $6.2M | ||
| Q3 25 | $64.0M | $-30.5M | ||
| Q2 25 | $127.0M | $-43.0M | ||
| Q1 25 | $124.0M | $121.3M | ||
| Q4 24 | $58.0M | $-44.2M | ||
| Q3 24 | $25.0M | $-83.9M | ||
| Q2 24 | $103.0M | $-110.8M |
自由现金流FTDRPLCE
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-3.4M | ||
| Q3 25 | $58.0M | $-31.9M | ||
| Q2 25 | $120.0M | $-46.4M | ||
| Q1 25 | $117.0M | $121.2M | ||
| Q4 24 | $50.0M | $-47.7M | ||
| Q3 24 | $16.0M | $-91.7M | ||
| Q2 24 | $91.0M | $-115.5M |
自由现金流率FTDRPLCE
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -1.0% | ||
| Q3 25 | 9.4% | -10.7% | ||
| Q2 25 | 19.4% | -19.2% | ||
| Q1 25 | 27.5% | 29.7% | ||
| Q4 24 | 13.1% | -12.2% | ||
| Q3 24 | 3.0% | -28.7% | ||
| Q2 24 | 16.8% | -43.1% |
资本支出强度FTDRPLCE
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.8% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 1.1% | 1.4% | ||
| Q1 25 | 1.6% | 0.0% | ||
| Q4 24 | 2.1% | 0.9% | ||
| Q3 24 | 1.7% | 2.4% | ||
| Q2 24 | 2.2% | 1.8% |
现金转化率FTDRPLCE
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | -2.20× | ||
| 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
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
