vs
Frontdoor, Inc.（FTDR）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
Rithm Capital Corp.的季度营收约是Frontdoor, Inc.的1.9倍（$828.2M vs $432.0M），Rithm Capital Corp.净利率更高（13.2% vs 0.2%，领先13.0%），Frontdoor, Inc.同比增速更快（12.8% vs -40.0%），过去两年Frontdoor, Inc.的营收复合增速更高（6.9% vs -17.9%）
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。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
FTDR vs RITM — 直观对比
营收规模更大
RITM
是对方的1.9倍
$432.0M
营收增速更快
FTDR
高出52.8%
-40.0%
净利率更高
RITM
高出13.0%
0.2%
两年增速更快
FTDR
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $432.0M | $828.2M |
| 净利润 | $1.0M | $109.5M |
| 毛利率 | 49.3% | — |
| 营业利润率 | 0.5% | — |
| 净利率 | 0.2% | 13.2% |
| 营收同比 | 12.8% | -40.0% |
| 净利润同比 | -88.9% | 20.9% |
| 每股收益（稀释后） | $0.03 | $0.12 |
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FTDRRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $432.0M | $1.5B | ||
| Q3 25 | $618.0M | $1.1B | ||
| Q2 25 | $617.0M | $1.2B | ||
| Q1 25 | $426.0M | $768.4M | ||
| Q4 24 | $383.0M | $2.1B | ||
| Q3 24 | $540.0M | $619.5M | ||
| Q2 24 | $542.0M | $1.2B |
净利润FTDRRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $1.0M | $85.0M | ||
| Q3 25 | $106.0M | $221.5M | ||
| Q2 25 | $111.0M | $311.7M | ||
| Q1 25 | $37.0M | $78.8M | ||
| Q4 24 | $9.0M | $290.2M | ||
| Q3 24 | $100.0M | $121.7M | ||
| Q2 24 | $92.0M | $235.6M |
毛利率FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | — |
营业利润率FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 13.8% | ||
| Q3 25 | 23.0% | 21.4% | ||
| Q2 25 | 23.7% | 25.2% | ||
| Q1 25 | 11.3% | 7.4% | ||
| Q4 24 | 1.6% | 23.8% | ||
| Q3 24 | 24.8% | 7.3% | ||
| Q2 24 | 22.9% | 23.6% |
净利率FTDRRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | 17.2% | 20.0% | ||
| Q2 25 | 18.0% | 25.6% | ||
| Q1 25 | 8.7% | 10.3% | ||
| Q4 24 | 2.3% | 14.0% | ||
| Q3 24 | 18.5% | 19.7% | ||
| Q2 24 | 17.0% | 19.2% |
每股收益（稀释后）FTDRRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.03 | $0.09 | ||
| Q3 25 | $1.42 | $0.35 | ||
| Q2 25 | $1.48 | $0.53 | ||
| Q1 25 | $0.49 | $0.07 | ||
| Q4 24 | $0.10 | $0.50 | ||
| Q3 24 | $1.30 | $0.20 | ||
| Q2 24 | $1.18 | $0.43 |
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 | — |
| 总债务越低越好 | $1.1B | — |
| 股东权益账面价值 | $242.0M | $9.1B |
| 总资产 | $2.1B | $53.4B |
| 负债/权益比越低杠杆越低 | 4.73× | — |
8季度趋势，按日历期对齐
现金及短期投资FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | $566.0M | $1.8B | ||
| Q3 25 | $563.0M | $1.6B | ||
| Q2 25 | $562.0M | $1.6B | ||
| Q1 25 | $506.0M | $1.5B | ||
| Q4 24 | $436.0M | $1.5B | ||
| Q3 24 | $375.0M | $1.6B | ||
| Q2 24 | $419.0M | $1.2B |
总债务FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $35.4B | ||
| Q3 25 | $1.2B | $32.2B | ||
| Q2 25 | $1.2B | $31.2B | ||
| Q1 25 | $1.2B | $32.2B | ||
| Q4 24 | $1.2B | $32.6B | ||
| Q3 24 | $565.0M | $29.6B | ||
| Q2 24 | $569.0M | $30.1B |
股东权益FTDRRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $242.0M | $8.4B | ||
| Q3 25 | $316.0M | $8.5B | ||
| Q2 25 | $254.0M | $7.9B | ||
| Q1 25 | $198.0M | $7.8B | ||
| Q4 24 | $239.0M | $7.8B | ||
| Q3 24 | $261.0M | $7.7B | ||
| Q2 24 | $214.0M | $7.3B |
总资产FTDRRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $2.1B | $53.1B | ||
| Q3 25 | $2.2B | $47.2B | ||
| Q2 25 | $2.2B | $44.3B | ||
| Q1 25 | $2.1B | $45.3B | ||
| Q4 24 | $2.1B | $46.0B | ||
| Q3 24 | $1.2B | $42.3B | ||
| Q2 24 | $1.2B | $42.0B |
负债/权益比FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 4.73× | 4.20× | ||
| Q3 25 | 3.64× | 3.79× | ||
| Q2 25 | 4.56× | 3.92× | ||
| Q1 25 | 5.88× | 4.14× | ||
| Q4 24 | 4.90× | 4.18× | ||
| Q3 24 | 2.16× | 3.87× | ||
| Q2 24 | 2.66× | 4.10× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $95.0M | — |
| 自由现金流率自由现金流/营收 | 22.0% | — |
| 资本支出强度资本支出/营收 | 1.4% | — |
| 现金转化率经营现金流/净利润 | 101.00× | — |
| 过去12个月自由现金流最近4个季度 | $390.0M | — |
8季度趋势，按日历期对齐
经营现金流FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-114.6M | ||
| Q3 25 | $64.0M | $-2.0B | ||
| Q2 25 | $127.0M | $-557.1M | ||
| Q1 25 | $124.0M | $1.4B | ||
| Q4 24 | $58.0M | $-1.8B | ||
| Q3 24 | $25.0M | $768.1M | ||
| Q2 24 | $103.0M | $-55.7M |
自由现金流FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | — |
自由现金流率FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | — |
资本支出强度FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.2% | — |
现金转化率FTDRRITM
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | -1.35× | ||
| Q3 25 | 0.60× | -9.22× | ||
| Q2 25 | 1.14× | -1.79× | ||
| Q1 25 | 3.35× | 18.03× | ||
| Q4 24 | 6.44× | -6.04× | ||
| Q3 24 | 0.25× | 6.31× | ||
| Q2 24 | 1.12× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
