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Frontdoor, Inc.（FTDR）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.4倍（$451.0M vs $324.4M），Frontdoor, Inc.净利率更高（9.1% vs 5.7%，领先3.4%），Revolve Group, Inc.同比增速更快（10.4% vs 5.9%），Frontdoor, Inc.自由现金流更多（$114.0M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
FTDR vs RVLV — 直观对比
营收规模更大
FTDR
是对方的1.4倍
$324.4M
营收增速更快
RVLV
高出4.6%
5.9%
净利率更高
FTDR
高出3.4%
5.7%
自由现金流更多
FTDR
多$127.3M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $324.4M |
| 净利润 | $41.0M | $18.6M |
| 毛利率 | 55.0% | 53.3% |
| 营业利润率 | — | 6.3% |
| 净利率 | 9.1% | 5.7% |
| 营收同比 | 5.9% | 10.4% |
| 净利润同比 | 10.8% | 50.4% |
| 每股收益（稀释后） | $0.57 | $0.27 |
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FTDRRVLV
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $324.4M | ||
| Q3 25 | $618.0M | $295.6M | ||
| Q2 25 | $617.0M | $309.0M | ||
| Q1 25 | $426.0M | $296.7M | ||
| Q4 24 | $383.0M | $293.7M | ||
| Q3 24 | $540.0M | $283.1M | ||
| Q2 24 | $542.0M | $282.5M |
净利润FTDRRVLV
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $18.6M | ||
| Q3 25 | $106.0M | $21.2M | ||
| Q2 25 | $111.0M | $10.2M | ||
| Q1 25 | $37.0M | $11.8M | ||
| Q4 24 | $9.0M | $12.3M | ||
| Q3 24 | $100.0M | $11.0M | ||
| Q2 24 | $92.0M | $15.4M |
毛利率FTDRRVLV
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 53.3% | ||
| Q3 25 | 57.1% | 54.6% | ||
| Q2 25 | 57.7% | 54.1% | ||
| Q1 25 | 55.2% | 52.0% | ||
| Q4 24 | 48.0% | 52.5% | ||
| Q3 24 | 56.7% | 51.2% | ||
| Q2 24 | 56.5% | 54.0% |
营业利润率FTDRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.3% | ||
| Q3 25 | 23.0% | 7.1% | ||
| Q2 25 | 23.7% | 5.8% | ||
| Q1 25 | 11.3% | 5.0% | ||
| Q4 24 | 1.6% | 3.9% | ||
| Q3 24 | 24.8% | 5.0% | ||
| Q2 24 | 22.9% | 5.8% |
净利率FTDRRVLV
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | 17.2% | 7.2% | ||
| Q2 25 | 18.0% | 3.3% | ||
| Q1 25 | 8.7% | 4.0% | ||
| Q4 24 | 2.3% | 4.2% | ||
| Q3 24 | 18.5% | 3.9% | ||
| Q2 24 | 17.0% | 5.4% |
每股收益（稀释后）FTDRRVLV
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.27 | ||
| Q3 25 | $1.42 | $0.29 | ||
| Q2 25 | $1.48 | $0.14 | ||
| Q1 25 | $0.49 | $0.16 | ||
| Q4 24 | $0.10 | $0.18 | ||
| Q3 24 | $1.30 | $0.15 | ||
| Q2 24 | $1.18 | $0.21 |
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 | $292.3M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $512.5M |
| 总资产 | $2.2B | $765.0M |
| 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FTDRRVLV
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $292.3M | ||
| Q3 25 | $563.0M | $315.4M | ||
| Q2 25 | $562.0M | $310.7M | ||
| Q1 25 | $506.0M | $300.8M | ||
| Q4 24 | $436.0M | $256.6M | ||
| Q3 24 | $375.0M | $252.8M | ||
| Q2 24 | $419.0M | $244.7M |
总债务FTDRRVLV
| 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FTDRRVLV
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $512.5M | ||
| Q3 25 | $316.0M | $490.2M | ||
| Q2 25 | $254.0M | $468.6M | ||
| Q1 25 | $198.0M | $453.4M | ||
| Q4 24 | $239.0M | $437.8M | ||
| Q3 24 | $261.0M | $420.8M | ||
| Q2 24 | $214.0M | $405.8M |
总资产FTDRRVLV
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M |
负债/权益比FTDRRVLV
| 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 | — | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $-13.3M |
| 自由现金流率自由现金流/营收 | 25.3% | -4.1% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | -0.55× |
| 过去12个月自由现金流最近4个季度 | $387.0M | $48.0M |
8季度趋势，按日历期对齐
经营现金流FTDRRVLV
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-10.2M | ||
| Q3 25 | $64.0M | $11.8M | ||
| Q2 25 | $127.0M | $12.6M | ||
| Q1 25 | $124.0M | $45.1M | ||
| Q4 24 | $58.0M | $3.9M | ||
| Q3 24 | $25.0M | $9.1M | ||
| Q2 24 | $103.0M | $-24.7M |
自由现金流FTDRRVLV
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-13.3M | ||
| Q3 25 | $58.0M | $7.5M | ||
| Q2 25 | $120.0M | $10.4M | ||
| Q1 25 | $117.0M | $43.4M | ||
| Q4 24 | $50.0M | $2.1M | ||
| Q3 24 | $16.0M | $8.0M | ||
| Q2 24 | $91.0M | $-25.7M |
自由现金流率FTDRRVLV
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -4.1% | ||
| Q3 25 | 9.4% | 2.5% | ||
| Q2 25 | 19.4% | 3.4% | ||
| Q1 25 | 27.5% | 14.6% | ||
| Q4 24 | 13.1% | 0.7% | ||
| Q3 24 | 3.0% | 2.8% | ||
| Q2 24 | 16.8% | -9.1% |
资本支出强度FTDRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率FTDRRVLV
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | -0.55× | ||
| Q3 25 | 0.60× | 0.56× | ||
| Q2 25 | 1.14× | 1.24× | ||
| Q1 25 | 3.35× | 3.82× | ||
| Q4 24 | 6.44× | 0.32× | ||
| Q3 24 | 0.25× | 0.83× | ||
| Q2 24 | 1.12× | -1.60× |
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
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
