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Frontdoor, Inc.（FTDR）与WSFS FINANCIAL CORP（WSFS）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WSFS FINANCIAL CORP的1.6倍（$432.0M vs $275.3M），WSFS FINANCIAL CORP净利率更高（31.5% vs 0.2%，领先31.3%），Frontdoor, Inc.同比增速更快（12.8% vs 7.5%），过去两年Frontdoor, Inc.的营收复合增速更高（6.9% vs 1.7%）
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。
WSFS金融集团是一家金融服务企业，核心子公司WSFS银行是总部位于特拉华州及大特拉华谷地区规模最大、经营历史最久的本地管理银行与财富管理机构。集团共运营115个网点，其中88个为银行网点，分布在宾夕法尼亚、特拉华、新泽西、佛罗里达、弗吉尼亚、内华达六州，提供全面金融服务。
FTDR vs WSFS — 直观对比
营收规模更大
FTDR
是对方的1.6倍
$275.3M
营收增速更快
FTDR
高出5.3%
7.5%
净利率更高
WSFS
高出31.3%
0.2%
两年增速更快
FTDR
近两年复合增速
1.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $432.0M | $275.3M |
| 净利润 | $1.0M | $86.8M |
| 毛利率 | 49.3% | — |
| 营业利润率 | 0.5% | — |
| 净利率 | 0.2% | 31.5% |
| 营收同比 | 12.8% | 7.5% |
| 净利润同比 | -88.9% | 31.7% |
| 每股收益（稀释后） | $0.03 | $1.64 |
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FTDRWSFS
| Q1 26 | — | $275.3M | ||
| Q4 25 | $432.0M | $271.9M | ||
| Q3 25 | $618.0M | $270.5M | ||
| Q2 25 | $617.0M | $267.5M | ||
| Q1 25 | $426.0M | $256.1M | ||
| Q4 24 | $383.0M | $261.5M | ||
| Q3 24 | $540.0M | $267.7M | ||
| Q2 24 | $542.0M | $266.0M |
净利润FTDRWSFS
| Q1 26 | — | $86.8M | ||
| Q4 25 | $1.0M | $72.7M | ||
| Q3 25 | $106.0M | $76.4M | ||
| Q2 25 | $111.0M | $72.3M | ||
| Q1 25 | $37.0M | $65.9M | ||
| Q4 24 | $9.0M | $64.2M | ||
| Q3 24 | $100.0M | $64.4M | ||
| Q2 24 | $92.0M | $69.3M |
毛利率FTDRWSFS
| 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FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 35.8% | ||
| Q3 25 | 23.0% | 37.3% | ||
| Q2 25 | 23.7% | 35.7% | ||
| Q1 25 | 11.3% | 34.0% | ||
| Q4 24 | 1.6% | 32.3% | ||
| Q3 24 | 24.8% | 31.9% | ||
| Q2 24 | 22.9% | 34.0% |
净利率FTDRWSFS
| Q1 26 | — | 31.5% | ||
| Q4 25 | 0.2% | 26.7% | ||
| Q3 25 | 17.2% | 28.3% | ||
| Q2 25 | 18.0% | 27.0% | ||
| Q1 25 | 8.7% | 25.7% | ||
| Q4 24 | 2.3% | 24.6% | ||
| Q3 24 | 18.5% | 24.1% | ||
| Q2 24 | 17.0% | 26.0% |
每股收益（稀释后）FTDRWSFS
| Q1 26 | — | $1.64 | ||
| Q4 25 | $0.03 | $1.33 | ||
| Q3 25 | $1.42 | $1.37 | ||
| Q2 25 | $1.48 | $1.27 | ||
| Q1 25 | $0.49 | $1.12 | ||
| Q4 24 | $0.10 | $1.08 | ||
| Q3 24 | $1.30 | $1.08 | ||
| Q2 24 | $1.18 | $1.16 |
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 | $2.7B |
| 总资产 | $2.1B | $22.1B |
| 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FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | $566.0M | $1.7B | ||
| Q3 25 | $563.0M | — | ||
| Q2 25 | $562.0M | — | ||
| Q1 25 | $506.0M | — | ||
| Q4 24 | $436.0M | $1.2B | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | — |
总债务FTDRWSFS
| Q1 26 | — | — | ||
| 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FTDRWSFS
| Q1 26 | — | $2.7B | ||
| Q4 25 | $242.0M | $2.7B | ||
| Q3 25 | $316.0M | $2.8B | ||
| Q2 25 | $254.0M | $2.7B | ||
| Q1 25 | $198.0M | $2.7B | ||
| Q4 24 | $239.0M | $2.6B | ||
| Q3 24 | $261.0M | $2.7B | ||
| Q2 24 | $214.0M | $2.5B |
总资产FTDRWSFS
| Q1 26 | — | $22.1B | ||
| Q4 25 | $2.1B | $21.3B | ||
| Q3 25 | $2.2B | $20.8B | ||
| Q2 25 | $2.2B | $20.8B | ||
| Q1 25 | $2.1B | $20.5B | ||
| Q4 24 | $2.1B | $20.8B | ||
| Q3 24 | $1.2B | $20.9B | ||
| Q2 24 | $1.2B | $20.7B |
负债/权益比FTDRWSFS
| Q1 26 | — | — | ||
| 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 | $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FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $220.0M | ||
| Q3 25 | $64.0M | $121.5M | ||
| Q2 25 | $127.0M | $37.2M | ||
| Q1 25 | $124.0M | $8.7M | ||
| Q4 24 | $58.0M | $219.9M | ||
| Q3 24 | $25.0M | $3.1M | ||
| Q2 24 | $103.0M | $44.8M |
自由现金流FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | $95.0M | $213.6M | ||
| Q3 25 | $58.0M | $120.3M | ||
| Q2 25 | $120.0M | $35.2M | ||
| Q1 25 | $117.0M | $6.3M | ||
| Q4 24 | $50.0M | $205.6M | ||
| Q3 24 | $16.0M | $-489.0K | ||
| Q2 24 | $91.0M | $42.1M |
自由现金流率FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 78.6% | ||
| Q3 25 | 9.4% | 44.5% | ||
| Q2 25 | 19.4% | 13.2% | ||
| Q1 25 | 27.5% | 2.5% | ||
| Q4 24 | 13.1% | 78.6% | ||
| Q3 24 | 3.0% | -0.2% | ||
| Q2 24 | 16.8% | 15.8% |
资本支出强度FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 1.6% | 0.9% | ||
| Q4 24 | 2.1% | 5.5% | ||
| Q3 24 | 1.7% | 1.4% | ||
| Q2 24 | 2.2% | 1.0% |
现金转化率FTDRWSFS
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 3.03× | ||
| Q3 25 | 0.60× | 1.59× | ||
| Q2 25 | 1.14× | 0.51× | ||
| Q1 25 | 3.35× | 0.13× | ||
| Q4 24 | 6.44× | 3.43× | ||
| Q3 24 | 0.25× | 0.05× | ||
| Q2 24 | 1.12× | 0.65× |
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% |
WSFS
暂无分部数据
