vs
Frontdoor, Inc.（FTDR）与PROGRESS SOFTWARE CORP（PRGS）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PROGRESS SOFTWARE CORP的1.7倍（$432.0M vs $252.7M），PROGRESS SOFTWARE CORP净利率更高（10.2% vs 0.2%，领先10.0%），PROGRESS SOFTWARE CORP同比增速更快（17.5% vs 12.8%），Frontdoor, Inc.自由现金流更多（$95.0M vs $59.9M），过去两年PROGRESS SOFTWARE CORP的营收复合增速更高（17.0% vs 6.9%）
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。
Progress Software是全球领先的企业级软件服务商，主营应用开发平台、数据连接工具、数字体验解决方案等产品，服务覆盖金融、医疗、制造、零售等多行业的全球企业客户，助力客户搭建高性能可扩展的业务应用，提升运营效率。
FTDR vs PRGS — 直观对比
营收规模更大
FTDR
是对方的1.7倍
$252.7M
营收增速更快
PRGS
高出4.7%
12.8%
净利率更高
PRGS
高出10.0%
0.2%
自由现金流更多
FTDR
多$35.1M
$59.9M
两年增速更快
PRGS
近两年复合增速
6.9%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $432.0M | $252.7M |
| 净利润 | $1.0M | $25.7M |
| 毛利率 | 49.3% | 81.6% |
| 营业利润率 | 0.5% | 15.2% |
| 净利率 | 0.2% | 10.2% |
| 营收同比 | 12.8% | 17.5% |
| 净利润同比 | -88.9% | 2144.6% |
| 每股收益（稀释后） | $0.03 | $0.59 |
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FTDRPRGS
| Q4 25 | $432.0M | $252.7M | ||
| Q3 25 | $618.0M | $249.8M | ||
| Q2 25 | $617.0M | $237.4M | ||
| Q1 25 | $426.0M | $238.0M | ||
| Q4 24 | $383.0M | $215.0M | ||
| Q3 24 | $540.0M | $178.7M | ||
| Q2 24 | $542.0M | $175.1M | ||
| Q1 24 | $378.0M | $184.7M |
净利润FTDRPRGS
| Q4 25 | $1.0M | $25.7M | ||
| Q3 25 | $106.0M | $19.4M | ||
| Q2 25 | $111.0M | $17.0M | ||
| Q1 25 | $37.0M | $10.9M | ||
| Q4 24 | $9.0M | $1.1M | ||
| Q3 24 | $100.0M | $28.5M | ||
| Q2 24 | $92.0M | $16.2M | ||
| Q1 24 | $34.0M | $22.6M |
毛利率FTDRPRGS
| Q4 25 | 49.3% | 81.6% | ||
| Q3 25 | 57.1% | 81.0% | ||
| Q2 25 | 57.7% | 80.1% | ||
| Q1 25 | 55.2% | 80.6% | ||
| Q4 24 | 48.0% | 83.0% | ||
| Q3 24 | 56.7% | 83.7% | ||
| Q2 24 | 56.5% | 81.7% | ||
| Q1 24 | 51.6% | 82.2% |
营业利润率FTDRPRGS
| Q4 25 | 0.5% | 15.2% | ||
| Q3 25 | 23.0% | 17.6% | ||
| Q2 25 | 23.7% | 16.3% | ||
| Q1 25 | 11.3% | 13.6% | ||
| Q4 24 | 1.6% | 10.0% | ||
| Q3 24 | 24.8% | 22.6% | ||
| Q2 24 | 22.9% | 15.5% | ||
| Q1 24 | 11.9% | 19.0% |
净利率FTDRPRGS
| Q4 25 | 0.2% | 10.2% | ||
| Q3 25 | 17.2% | 7.8% | ||
| Q2 25 | 18.0% | 7.2% | ||
| Q1 25 | 8.7% | 4.6% | ||
| Q4 24 | 2.3% | 0.5% | ||
| Q3 24 | 18.5% | 15.9% | ||
| Q2 24 | 17.0% | 9.2% | ||
| Q1 24 | 9.0% | 12.3% |
每股收益（稀释后）FTDRPRGS
| Q4 25 | $0.03 | $0.59 | ||
| Q3 25 | $1.42 | $0.44 | ||
| Q2 25 | $1.48 | $0.39 | ||
| Q1 25 | $0.49 | $0.24 | ||
| Q4 24 | $0.10 | $0.01 | ||
| Q3 24 | $1.30 | $0.65 | ||
| Q2 24 | $1.18 | $0.37 | ||
| Q1 24 | $0.43 | $0.51 |
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 | $566.0M | $94.8M |
| 总债务越低越好 | $1.1B | $1.4B |
| 股东权益账面价值 | $242.0M | $478.3M |
| 总资产 | $2.1B | $2.5B |
| 负债/权益比越低杠杆越低 | 4.73× | 2.93× |
8季度趋势，按日历期对齐
现金及短期投资FTDRPRGS
| Q4 25 | $566.0M | $94.8M | ||
| Q3 25 | $563.0M | $99.0M | ||
| Q2 25 | $562.0M | $102.0M | ||
| Q1 25 | $506.0M | $124.2M | ||
| Q4 24 | $436.0M | $118.1M | ||
| Q3 24 | $375.0M | $232.7M | ||
| Q2 24 | $419.0M | $190.4M | ||
| Q1 24 | $378.0M | $133.2M |
总债务FTDRPRGS
| Q4 25 | $1.1B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — | ||
| Q1 24 | $573.0M | — |
股东权益FTDRPRGS
| Q4 25 | $242.0M | $478.3M | ||
| Q3 25 | $316.0M | $477.7M | ||
| Q2 25 | $254.0M | $452.7M | ||
| Q1 25 | $198.0M | $431.8M | ||
| Q4 24 | $239.0M | $438.8M | ||
| Q3 24 | $261.0M | $425.6M | ||
| Q2 24 | $214.0M | $401.7M | ||
| Q1 24 | $162.0M | $461.7M |
总资产FTDRPRGS
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.2B | $2.4B | ||
| Q2 25 | $2.2B | $2.4B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.1B | $2.5B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.6B | ||
| Q1 24 | $1.1B | $1.5B |
负债/权益比FTDRPRGS
| Q4 25 | 4.73× | 2.93× | ||
| Q3 25 | 3.64× | 2.97× | ||
| Q2 25 | 4.56× | 3.22× | ||
| Q1 25 | 5.88× | 3.50× | ||
| Q4 24 | 4.90× | 3.48× | ||
| Q3 24 | 2.16× | — | ||
| Q2 24 | 2.66× | — | ||
| Q1 24 | 3.54× | — |
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 | $101.0M | $62.8M |
| 自由现金流经营现金流 - 资本支出 | $95.0M | $59.9M |
| 自由现金流率自由现金流/营收 | 22.0% | 23.7% |
| 资本支出强度资本支出/营收 | 1.4% | 1.1% |
| 现金转化率经营现金流/净利润 | 101.00× | 2.44× |
| 过去12个月自由现金流最近4个季度 | $390.0M | $229.5M |
8季度趋势，按日历期对齐
经营现金流FTDRPRGS
| Q4 25 | $101.0M | $62.8M | ||
| Q3 25 | $64.0M | $73.4M | ||
| Q2 25 | $127.0M | $30.0M | ||
| Q1 25 | $124.0M | $68.9M | ||
| Q4 24 | $58.0M | $19.7M | ||
| Q3 24 | $25.0M | $57.7M | ||
| Q2 24 | $103.0M | $63.7M | ||
| Q1 24 | $84.0M | $70.5M |
自由现金流FTDRPRGS
| Q4 25 | $95.0M | $59.9M | ||
| Q3 25 | $58.0M | $72.4M | ||
| Q2 25 | $120.0M | $29.5M | ||
| Q1 25 | $117.0M | $67.7M | ||
| Q4 24 | $50.0M | $16.8M | ||
| Q3 24 | $16.0M | $56.6M | ||
| Q2 24 | $91.0M | $62.7M | ||
| Q1 24 | $74.0M | $70.2M |
自由现金流率FTDRPRGS
| Q4 25 | 22.0% | 23.7% | ||
| Q3 25 | 9.4% | 29.0% | ||
| Q2 25 | 19.4% | 12.4% | ||
| Q1 25 | 27.5% | 28.4% | ||
| Q4 24 | 13.1% | 7.8% | ||
| Q3 24 | 3.0% | 31.7% | ||
| Q2 24 | 16.8% | 35.8% | ||
| Q1 24 | 19.6% | 38.0% |
资本支出强度FTDRPRGS
| Q4 25 | 1.4% | 1.1% | ||
| Q3 25 | 1.0% | 0.4% | ||
| Q2 25 | 1.1% | 0.2% | ||
| Q1 25 | 1.6% | 0.5% | ||
| Q4 24 | 2.1% | 1.3% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 2.2% | 0.5% | ||
| Q1 24 | 2.6% | 0.2% |
现金转化率FTDRPRGS
| Q4 25 | 101.00× | 2.44× | ||
| Q3 25 | 0.60× | 3.78× | ||
| Q2 25 | 1.14× | 1.76× | ||
| Q1 25 | 3.35× | 6.30× | ||
| Q4 24 | 6.44× | 17.13× | ||
| Q3 24 | 0.25× | 2.03× | ||
| Q2 24 | 1.12× | 3.93× | ||
| Q1 24 | 2.47× | 3.11× |
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
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
PRGS
| Maintenanceand Services | $187.5M | 74% |
| Share File Acquisition | $67.5M | 27% |
