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Frontdoor, Inc.（FTDR）与SCANSOURCE, INC.（SCSC）财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Frontdoor, Inc.的1.7倍（$766.5M vs $451.0M），Frontdoor, Inc.净利率更高（9.1% vs 2.2%，领先6.9%），Frontdoor, Inc.同比增速更快（5.9% vs 2.5%），Frontdoor, Inc.自由现金流更多（$114.0M vs $28.9M），过去两年SCANSOURCE, INC.的营收复合增速更高（0.9% 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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
FTDR vs SCSC — 直观对比
营收规模更大
SCSC
是对方的1.7倍
$451.0M
营收增速更快
FTDR
高出3.3%
2.5%
净利率更高
FTDR
高出6.9%
2.2%
自由现金流更多
FTDR
多$85.1M
$28.9M
两年增速更快
SCSC
近两年复合增速
-8.8%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $451.0M | $766.5M |
| 净利润 | $41.0M | $16.5M |
| 毛利率 | 55.0% | 13.4% |
| 营业利润率 | — | 2.3% |
| 净利率 | 9.1% | 2.2% |
| 营收同比 | 5.9% | 2.5% |
| 净利润同比 | 10.8% | -3.3% |
| 每股收益（稀释后） | $0.57 | $0.75 |
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FTDRSCSC
| Q1 26 | $451.0M | — | ||
| Q4 25 | $432.0M | $766.5M | ||
| Q3 25 | $618.0M | $739.6M | ||
| Q2 25 | $617.0M | $812.9M | ||
| Q1 25 | $426.0M | $704.8M | ||
| Q4 24 | $383.0M | $747.5M | ||
| Q3 24 | $540.0M | $775.6M | ||
| Q2 24 | $542.0M | $746.1M |
净利润FTDRSCSC
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $16.5M | ||
| Q3 25 | $106.0M | $19.9M | ||
| Q2 25 | $111.0M | $20.1M | ||
| Q1 25 | $37.0M | $17.4M | ||
| Q4 24 | $9.0M | $17.1M | ||
| Q3 24 | $100.0M | $17.0M | ||
| Q2 24 | $92.0M | $16.1M |
毛利率FTDRSCSC
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 13.4% | ||
| Q3 25 | 57.1% | 14.5% | ||
| Q2 25 | 57.7% | 12.9% | ||
| Q1 25 | 55.2% | 14.2% | ||
| Q4 24 | 48.0% | 13.6% | ||
| Q3 24 | 56.7% | 13.1% | ||
| Q2 24 | 56.5% | 13.0% |
营业利润率FTDRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 23.0% | 3.5% | ||
| Q2 25 | 23.7% | 3.3% | ||
| Q1 25 | 11.3% | 3.2% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 24.8% | 2.3% | ||
| Q2 24 | 22.9% | 2.9% |
净利率FTDRSCSC
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | 17.2% | 2.7% | ||
| Q2 25 | 18.0% | 2.5% | ||
| Q1 25 | 8.7% | 2.5% | ||
| Q4 24 | 2.3% | 2.3% | ||
| Q3 24 | 18.5% | 2.2% | ||
| Q2 24 | 17.0% | 2.2% |
每股收益（稀释后）FTDRSCSC
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.75 | ||
| Q3 25 | $1.42 | $0.89 | ||
| Q2 25 | $1.48 | $0.87 | ||
| Q1 25 | $0.49 | $0.74 | ||
| Q4 24 | $0.10 | $0.70 | ||
| Q3 24 | $1.30 | $0.69 | ||
| Q2 24 | $1.18 | $0.66 |
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 | $83.5M |
| 总债务越低越好 | $1.2B | — |
| 股东权益账面价值 | $230.0M | $910.9M |
| 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FTDRSCSC
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $83.5M | ||
| Q3 25 | $563.0M | $124.9M | ||
| Q2 25 | $562.0M | $126.2M | ||
| Q1 25 | $506.0M | $146.3M | ||
| Q4 24 | $436.0M | $110.5M | ||
| Q3 24 | $375.0M | $145.0M | ||
| Q2 24 | $419.0M | $185.5M |
总债务FTDRSCSC
| 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FTDRSCSC
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $910.9M | ||
| Q3 25 | $316.0M | $914.0M | ||
| Q2 25 | $254.0M | $906.4M | ||
| Q1 25 | $198.0M | $901.7M | ||
| Q4 24 | $239.0M | $900.7M | ||
| Q3 24 | $261.0M | $920.9M | ||
| Q2 24 | $214.0M | $924.3M |
总资产FTDRSCSC
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.8B |
负债/权益比FTDRSCSC
| 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 | — | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $114.0M | $28.9M |
| 自由现金流率自由现金流/营收 | 25.3% | 3.8% |
| 资本支出强度资本支出/营收 | — | 0.3% |
| 现金转化率经营现金流/净利润 | — | 1.87× |
| 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FTDRSCSC
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $30.8M | ||
| Q3 25 | $64.0M | $23.2M | ||
| Q2 25 | $127.0M | — | ||
| Q1 25 | $124.0M | $66.1M | ||
| Q4 24 | $58.0M | $-6.2M | ||
| Q3 24 | $25.0M | $44.8M | ||
| Q2 24 | $103.0M | — |
自由现金流FTDRSCSC
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $28.9M | ||
| Q3 25 | $58.0M | $20.8M | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | $64.6M | ||
| Q4 24 | $50.0M | $-8.2M | ||
| Q3 24 | $16.0M | $42.5M | ||
| Q2 24 | $91.0M | — |
自由现金流率FTDRSCSC
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 3.8% | ||
| Q3 25 | 9.4% | 2.8% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | 9.2% | ||
| Q4 24 | 13.1% | -1.1% | ||
| Q3 24 | 3.0% | 5.5% | ||
| Q2 24 | 16.8% | — |
资本支出强度FTDRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.3% | ||
| Q3 25 | 1.0% | 0.3% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 2.2% | 0.2% |
现金转化率FTDRSCSC
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.87× | ||
| Q3 25 | 0.60× | 1.17× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | 3.79× | ||
| Q4 24 | 6.44× | -0.36× | ||
| Q3 24 | 0.25× | 2.64× | ||
| Q2 24 | 1.12× | — |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
