vs
Frontdoor, Inc.（FTDR）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是Frontdoor, Inc.的1.0倍（$461.6M vs $451.0M），RBC Bearings INC净利率更高（14.6% vs 9.1%，领先5.5%），RBC Bearings INC同比增速更快（17.0% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $99.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
FTDR vs RBC — 直观对比
营收规模更大
RBC
是对方的1.0倍
$451.0M
营收增速更快
RBC
高出11.2%
5.9%
净利率更高
RBC
高出5.5%
9.1%
自由现金流更多
FTDR
多$14.9M
$99.1M
两年增速更快
RBC
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $461.6M |
| 净利润 | $41.0M | $67.4M |
| 毛利率 | 55.0% | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 9.1% | 14.6% |
| 营收同比 | 5.9% | 17.0% |
| 净利润同比 | 10.8% | 16.4% |
| 每股收益（稀释后） | $0.57 | $2.13 |
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FTDRRBC
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $461.6M | ||
| Q3 25 | $618.0M | $455.3M | ||
| Q2 25 | $617.0M | $436.0M | ||
| Q1 25 | $426.0M | $437.7M | ||
| Q4 24 | $383.0M | $394.4M | ||
| Q3 24 | $540.0M | $397.9M | ||
| Q2 24 | $542.0M | $406.3M |
净利润FTDRRBC
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $67.4M | ||
| Q3 25 | $106.0M | $60.0M | ||
| Q2 25 | $111.0M | $68.5M | ||
| Q1 25 | $37.0M | $72.7M | ||
| Q4 24 | $9.0M | $57.9M | ||
| Q3 24 | $100.0M | $54.2M | ||
| Q2 24 | $92.0M | $61.4M |
毛利率FTDRRBC
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 44.3% | ||
| Q3 25 | 57.1% | 44.1% | ||
| Q2 25 | 57.7% | 44.8% | ||
| Q1 25 | 55.2% | 44.2% | ||
| Q4 24 | 48.0% | 44.3% | ||
| Q3 24 | 56.7% | 43.7% | ||
| Q2 24 | 56.5% | 45.3% |
营业利润率FTDRRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 22.3% | ||
| Q3 25 | 23.0% | 21.5% | ||
| Q2 25 | 23.7% | 23.2% | ||
| Q1 25 | 11.3% | 23.0% | ||
| Q4 24 | 1.6% | 21.7% | ||
| Q3 24 | 24.8% | 21.6% | ||
| Q2 24 | 22.9% | 24.0% |
净利率FTDRRBC
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 14.6% | ||
| Q3 25 | 17.2% | 13.2% | ||
| Q2 25 | 18.0% | 15.7% | ||
| Q1 25 | 8.7% | 16.6% | ||
| Q4 24 | 2.3% | 14.7% | ||
| Q3 24 | 18.5% | 13.6% | ||
| Q2 24 | 17.0% | 15.1% |
每股收益（稀释后）FTDRRBC
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $2.13 | ||
| Q3 25 | $1.42 | $1.90 | ||
| Q2 25 | $1.48 | $2.17 | ||
| Q1 25 | $0.49 | $2.33 | ||
| Q4 24 | $0.10 | $1.82 | ||
| Q3 24 | $1.30 | $1.65 | ||
| Q2 24 | $1.18 | $1.90 |
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 | $107.6M |
| 总债务越低越好 | $1.2B | $990.2M |
| 股东权益账面价值 | $230.0M | $3.3B |
| 总资产 | $2.2B | $5.1B |
| 负债/权益比越低杠杆越低 | 5.07× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资FTDRRBC
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $107.6M | ||
| Q3 25 | $563.0M | $91.2M | ||
| Q2 25 | $562.0M | $132.9M | ||
| Q1 25 | $506.0M | $36.8M | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | $76.8M |
总债务FTDRRBC
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $990.2M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $915.6M | ||
| Q1 25 | $1.2B | $920.1M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
股东权益FTDRRBC
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $3.3B | ||
| Q3 25 | $316.0M | $3.2B | ||
| Q2 25 | $254.0M | $3.1B | ||
| Q1 25 | $198.0M | $3.0B | ||
| Q4 24 | $239.0M | $2.9B | ||
| Q3 24 | $261.0M | $2.9B | ||
| Q2 24 | $214.0M | $2.8B |
总资产FTDRRBC
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.1B | $4.7B | ||
| Q3 24 | $1.2B | $4.7B | ||
| Q2 24 | $1.2B | $4.7B |
负债/权益比FTDRRBC
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.30× | ||
| Q3 25 | 3.64× | 0.34× | ||
| Q2 25 | 4.56× | 0.29× | ||
| Q1 25 | 5.88× | 0.30× | ||
| 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $99.1M |
| 自由现金流率自由现金流/营收 | 25.3% | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 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FTDRRBC
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $122.1M | ||
| Q3 25 | $64.0M | $88.4M | ||
| Q2 25 | $127.0M | $120.0M | ||
| Q1 25 | $124.0M | — | ||
| Q4 24 | $58.0M | $84.0M | ||
| Q3 24 | $25.0M | — | ||
| Q2 24 | $103.0M | $97.4M |
自由现金流FTDRRBC
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $99.1M | ||
| Q3 25 | $58.0M | $71.7M | ||
| Q2 25 | $120.0M | $104.3M | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | $73.6M | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | $88.4M |
自由现金流率FTDRRBC
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 21.5% | ||
| Q3 25 | 9.4% | 15.7% | ||
| Q2 25 | 19.4% | 23.9% | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | 18.7% | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | 21.8% |
资本支出强度FTDRRBC
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.0% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 2.2% | 2.2% |
现金转化率FTDRRBC
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.81× | ||
| Q3 25 | 0.60× | 1.47× | ||
| Q2 25 | 1.14× | 1.75× | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | 1.45× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | 1.59× |
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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
