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Frontdoor, Inc.(FTDR)与Rapid7, Inc.(RPD)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Rapid7, Inc.的2.1倍($451.0M vs $217.4M),Frontdoor, Inc.净利率更高(9.1% vs 1.4%,领先7.7%),Frontdoor, Inc.同比增速更快(5.9% vs 0.5%),Frontdoor, Inc.自由现金流更多($114.0M vs $36.4M),过去两年Rapid7, Inc.的营收复合增速更高(3.0% 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。
Rapid7是全球领先的网络安全企业,提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案,服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户,助力客户高效识别、应对和缓解网络安全风险。
FTDR vs RPD — 直观对比
营收规模更大
FTDR
是对方的2.1倍
$217.4M
营收增速更快
FTDR
高出5.3%
0.5%
净利率更高
FTDR
高出7.7%
1.4%
自由现金流更多
FTDR
多$77.6M
$36.4M
两年增速更快
RPD
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $451.0M | $217.4M |
| 净利润 | $41.0M | $3.1M |
| 毛利率 | 55.0% | 68.9% |
| 营业利润率 | — | 1.0% |
| 净利率 | 9.1% | 1.4% |
| 营收同比 | 5.9% | 0.5% |
| 净利润同比 | 10.8% | 44.1% |
| 每股收益(稀释后) | $0.57 | $0.05 |
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
FTDR
RPD
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $217.4M | ||
| Q3 25 | $618.0M | $218.0M | ||
| Q2 25 | $617.0M | $214.2M | ||
| Q1 25 | $426.0M | $210.3M | ||
| Q4 24 | $383.0M | $216.3M | ||
| Q3 24 | $540.0M | $214.7M | ||
| Q2 24 | $542.0M | $208.0M |
净利润
FTDR
RPD
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $3.1M | ||
| Q3 25 | $106.0M | $9.8M | ||
| Q2 25 | $111.0M | $8.3M | ||
| Q1 25 | $37.0M | $2.1M | ||
| Q4 24 | $9.0M | $2.2M | ||
| Q3 24 | $100.0M | $15.4M | ||
| Q2 24 | $92.0M | $6.5M |
毛利率
FTDR
RPD
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 68.9% | ||
| Q3 25 | 57.1% | 70.2% | ||
| Q2 25 | 57.7% | 70.6% | ||
| Q1 25 | 55.2% | 71.7% | ||
| Q4 24 | 48.0% | 69.5% | ||
| Q3 24 | 56.7% | 70.6% | ||
| Q2 24 | 56.5% | 70.7% |
营业利润率
FTDR
RPD
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.0% | ||
| Q3 25 | 23.0% | 2.7% | ||
| Q2 25 | 23.7% | 1.6% | ||
| Q1 25 | 11.3% | -0.0% | ||
| Q4 24 | 1.6% | 3.4% | ||
| Q3 24 | 24.8% | 6.0% | ||
| Q2 24 | 22.9% | 2.5% |
净利率
FTDR
RPD
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 1.4% | ||
| Q3 25 | 17.2% | 4.5% | ||
| Q2 25 | 18.0% | 3.9% | ||
| Q1 25 | 8.7% | 1.0% | ||
| Q4 24 | 2.3% | 1.0% | ||
| Q3 24 | 18.5% | 7.2% | ||
| Q2 24 | 17.0% | 3.1% |
每股收益(稀释后)
FTDR
RPD
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.05 | ||
| Q3 25 | $1.42 | $0.15 | ||
| Q2 25 | $1.48 | $0.13 | ||
| Q1 25 | $0.49 | $0.03 | ||
| Q4 24 | $0.10 | $0.08 | ||
| Q3 24 | $1.30 | $0.21 | ||
| Q2 24 | $1.18 | $0.09 |
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 | $474.7M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $154.7M |
| 总资产 | $2.2B | $1.7B |
| 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
FTDR
RPD
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $474.7M | ||
| Q3 25 | $563.0M | $407.1M | ||
| Q2 25 | $562.0M | $511.7M | ||
| Q1 25 | $506.0M | $493.5M | ||
| Q4 24 | $436.0M | $521.7M | ||
| Q3 24 | $375.0M | $443.7M | ||
| Q2 24 | $419.0M | $442.6M |
总债务
FTDR
RPD
| 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
FTDR
RPD
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $154.7M | ||
| Q3 25 | $316.0M | $127.2M | ||
| Q2 25 | $254.0M | $90.4M | ||
| Q1 25 | $198.0M | $52.7M | ||
| Q4 24 | $239.0M | $17.7M | ||
| Q3 24 | $261.0M | $-5.1M | ||
| Q2 24 | $214.0M | $-52.6M |
总资产
FTDR
RPD
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.6B | ||
| Q1 25 | $2.1B | $1.6B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
负债/权益比
FTDR
RPD
| 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 | — | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $36.4M |
| 自由现金流率自由现金流/营收 | 25.3% | 16.8% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | 12.01× |
| 过去12个月自由现金流最近4个季度 | $387.0M | $146.2M |
8季度趋势,按日历期对齐
经营现金流
FTDR
RPD
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $37.6M | ||
| Q3 25 | $64.0M | $39.0M | ||
| Q2 25 | $127.0M | $47.5M | ||
| Q1 25 | $124.0M | $29.8M | ||
| Q4 24 | $58.0M | $63.8M | ||
| Q3 24 | $25.0M | $44.0M | ||
| Q2 24 | $103.0M | $32.9M |
自由现金流
FTDR
RPD
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $36.4M | ||
| Q3 25 | $58.0M | $34.8M | ||
| Q2 25 | $120.0M | $46.6M | ||
| Q1 25 | $117.0M | $28.4M | ||
| Q4 24 | $50.0M | $62.6M | ||
| Q3 24 | $16.0M | $42.6M | ||
| Q2 24 | $91.0M | $32.6M |
自由现金流率
FTDR
RPD
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 16.8% | ||
| Q3 25 | 9.4% | 16.0% | ||
| Q2 25 | 19.4% | 21.8% | ||
| Q1 25 | 27.5% | 13.5% | ||
| Q4 24 | 13.1% | 28.9% | ||
| Q3 24 | 3.0% | 19.9% | ||
| Q2 24 | 16.8% | 15.7% |
资本支出强度
FTDR
RPD
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.5% | ||
| Q3 25 | 1.0% | 1.9% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 2.1% | 0.5% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 2.2% | 0.1% |
现金转化率
FTDR
RPD
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 12.01× | ||
| Q3 25 | 0.60× | 3.97× | ||
| Q2 25 | 1.14× | 5.70× | ||
| Q1 25 | 3.35× | 14.14× | ||
| Q4 24 | 6.44× | 29.36× | ||
| Q3 24 | 0.25× | 2.85× | ||
| Q2 24 | 1.12× | 5.03× |
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
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |