vs
Side-by-side financial comparison of Alliance Laundry Holdings Inc. (ALH) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Alliance Laundry Holdings Inc. is the larger business by last-quarter revenue ($437.6M vs $432.0M, roughly 1.0× Frontdoor, Inc.). Alliance Laundry Holdings Inc. runs the higher net margin — 7.5% vs 0.2%, a 7.3% gap on every dollar of revenue. On growth, Alliance Laundry Holdings Inc. posted the faster year-over-year revenue change (13.9% vs 12.8%). Frontdoor, Inc. produced more free cash flow last quarter ($95.0M vs $87.0M).
Alliance Laundry Systems LLC is an American provider of commercial laundry systems. The company designs, manufactures, and markets a line of commercial and industrial laundry equipment under various brands in over 100 countries. Among the company's products are washers, drying tumblers and ironers for the coin laundry, multi-housing laundries, institutional laundries and laundries for consumer residences. Alliance Laundry Systems manufactures products under the brands Speed Queen, Primus, Hue...
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
ALH vs FTDR — Head-to-Head
Income Statement — Q3 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $437.6M | $432.0M |
| Net Profit | $32.9M | $1.0M |
| Gross Margin | 37.0% | 49.3% |
| Operating Margin | 19.5% | 0.5% |
| Net Margin | 7.5% | 0.2% |
| Revenue YoY | 13.9% | 12.8% |
| Net Profit YoY | 620.3% | -88.9% |
| EPS (diluted) | $0.19 | $0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $432.0M | ||
| Q3 25 | $437.6M | $618.0M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | $384.3M | $540.0M | ||
| Q2 24 | — | $542.0M | ||
| Q1 24 | — | $378.0M |
| Q4 25 | — | $1.0M | ||
| Q3 25 | $32.9M | $106.0M | ||
| Q2 25 | — | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | $-6.3M | $100.0M | ||
| Q2 24 | — | $92.0M | ||
| Q1 24 | — | $34.0M |
| Q4 25 | — | 49.3% | ||
| Q3 25 | 37.0% | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | 37.2% | 56.7% | ||
| Q2 24 | — | 56.5% | ||
| Q1 24 | — | 51.6% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | 19.5% | 23.0% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | 18.7% | 24.8% | ||
| Q2 24 | — | 22.9% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | 7.5% | 17.2% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | -1.6% | 18.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | 9.0% |
| Q4 25 | — | $0.03 | ||
| Q3 25 | $0.19 | $1.42 | ||
| Q2 25 | — | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | $-0.04 | $1.30 | ||
| Q2 24 | — | $1.18 | ||
| Q1 24 | — | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $136.2M | $566.0M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $-136.4M | $242.0M |
| Total Assets | $2.9B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $566.0M | ||
| Q3 25 | $136.2M | $563.0M | ||
| Q2 25 | — | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | $128.4M | $375.0M | ||
| Q2 24 | — | $419.0M | ||
| Q1 24 | — | $378.0M |
| 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 | ||
| Q1 24 | — | $573.0M |
| Q4 25 | — | $242.0M | ||
| Q3 25 | $-136.4M | $316.0M | ||
| Q2 25 | — | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | $-284.6M | $261.0M | ||
| Q2 24 | — | $214.0M | ||
| Q1 24 | — | $162.0M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | $2.9B | $2.2B | ||
| Q2 25 | — | $2.2B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B | ||
| Q1 24 | — | $1.1B |
| 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× | ||
| Q1 24 | — | 3.54× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $116.8M | $101.0M |
| Free Cash FlowOCF − Capex | $87.0M | $95.0M |
| FCF MarginFCF / Revenue | 19.9% | 22.0% |
| Capex IntensityCapex / Revenue | 6.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 3.55× | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $101.0M | ||
| Q3 25 | $116.8M | $64.0M | ||
| Q2 25 | — | $127.0M | ||
| Q1 25 | — | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | — | $25.0M | ||
| Q2 24 | — | $103.0M | ||
| Q1 24 | — | $84.0M |
| Q4 25 | — | $95.0M | ||
| Q3 25 | $87.0M | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | — | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M | ||
| Q1 24 | — | $74.0M |
| Q4 25 | — | 22.0% | ||
| Q3 25 | 19.9% | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | — | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% | ||
| Q1 24 | — | 19.6% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 6.8% | 1.0% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | — | 101.00× | ||
| Q3 25 | 3.55× | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× | ||
| Q1 24 | — | 2.47× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALH
| Equipment Product Or Service | $275.7M | 63% |
| Other | $106.8M | 24% |
| Service Parts | $33.1M | 8% |
| Equipment Financing | $12.6M | 3% |
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% |
