vs
Side-by-side financial comparison of Ametek (AME) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Ametek is the larger business by last-quarter revenue ($2.0B vs $432.0M, roughly 4.6× Frontdoor, Inc.). Ametek runs the higher net margin — 19.9% vs 0.2%, a 19.7% gap on every dollar of revenue. On growth, Ametek posted the faster year-over-year revenue change (13.4% vs 12.8%). Ametek produced more free cash flow last quarter ($527.3M vs $95.0M). Over the past eight quarters, Ametek's revenue compounded faster (7.3% CAGR vs 6.9%).
AMETEK, Inc. is an American multinational conglomerate and global designer and manufacturer of electronic instruments and electromechanical devices with headquarters in the United States and over 150 sites worldwide.
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.
AME vs FTDR — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $432.0M |
| Net Profit | $398.6M | $1.0M |
| Gross Margin | 36.0% | 49.3% |
| Operating Margin | 25.3% | 0.5% |
| Net Margin | 19.9% | 0.2% |
| Revenue YoY | 13.4% | 12.8% |
| Net Profit YoY | 2.9% | -88.9% |
| EPS (diluted) | $1.73 | $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 | $2.0B | $432.0M | ||
| Q3 25 | $1.9B | $618.0M | ||
| Q2 25 | $1.8B | $617.0M | ||
| Q1 25 | $1.7B | $426.0M | ||
| Q4 24 | $1.8B | $383.0M | ||
| Q3 24 | $1.7B | $540.0M | ||
| Q2 24 | $1.7B | $542.0M | ||
| Q1 24 | $1.7B | $378.0M |
| Q4 25 | $398.6M | $1.0M | ||
| Q3 25 | $371.4M | $106.0M | ||
| Q2 25 | $358.4M | $111.0M | ||
| Q1 25 | $351.8M | $37.0M | ||
| Q4 24 | $387.3M | $9.0M | ||
| Q3 24 | $340.2M | $100.0M | ||
| Q2 24 | $337.7M | $92.0M | ||
| Q1 24 | $310.9M | $34.0M |
| Q4 25 | 36.0% | 49.3% | ||
| Q3 25 | 36.3% | 57.1% | ||
| Q2 25 | 35.8% | 57.7% | ||
| Q1 25 | 36.1% | 55.2% | ||
| Q4 24 | 36.6% | 48.0% | ||
| Q3 24 | 36.0% | 56.7% | ||
| Q2 24 | 36.0% | 56.5% | ||
| Q1 24 | 34.1% | 51.6% |
| Q4 25 | 25.3% | 0.5% | ||
| Q3 25 | 25.8% | 23.0% | ||
| Q2 25 | 26.0% | 23.7% | ||
| Q1 25 | 26.3% | 11.3% | ||
| Q4 24 | 26.6% | 1.6% | ||
| Q3 24 | 26.1% | 24.8% | ||
| Q2 24 | 25.8% | 22.9% | ||
| Q1 24 | 24.0% | 11.9% |
| Q4 25 | 19.9% | 0.2% | ||
| Q3 25 | 19.6% | 17.2% | ||
| Q2 25 | 20.2% | 18.0% | ||
| Q1 25 | 20.3% | 8.7% | ||
| Q4 24 | 22.0% | 2.3% | ||
| Q3 24 | 19.9% | 18.5% | ||
| Q2 24 | 19.5% | 17.0% | ||
| Q1 24 | 17.9% | 9.0% |
| Q4 25 | $1.73 | $0.03 | ||
| Q3 25 | $1.60 | $1.42 | ||
| Q2 25 | $1.55 | $1.48 | ||
| Q1 25 | $1.52 | $0.49 | ||
| Q4 24 | $1.67 | $0.10 | ||
| Q3 24 | $1.47 | $1.30 | ||
| Q2 24 | $1.45 | $1.18 | ||
| Q1 24 | $1.34 | $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 | $458.0M | $566.0M |
| Total DebtLower is stronger | $2.3B | $1.1B |
| Stockholders' EquityBook value | $10.6B | $242.0M |
| Total Assets | $16.1B | $2.1B |
| Debt / EquityLower = less leverage | 0.21× | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $458.0M | $566.0M | ||
| Q3 25 | $439.2M | $563.0M | ||
| Q2 25 | $619.7M | $562.0M | ||
| Q1 25 | $399.0M | $506.0M | ||
| Q4 24 | $374.0M | $436.0M | ||
| Q3 24 | $396.3M | $375.0M | ||
| Q2 24 | $396.6M | $419.0M | ||
| Q1 24 | $373.8M | $378.0M |
| Q4 25 | $2.3B | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M | ||
| Q1 24 | — | $573.0M |
| Q4 25 | $10.6B | $242.0M | ||
| Q3 25 | $10.5B | $316.0M | ||
| Q2 25 | $10.4B | $254.0M | ||
| Q1 25 | $10.0B | $198.0M | ||
| Q4 24 | $9.7B | $239.0M | ||
| Q3 24 | $9.6B | $261.0M | ||
| Q2 24 | $9.3B | $214.0M | ||
| Q1 24 | $9.0B | $162.0M |
| Q4 25 | $16.1B | $2.1B | ||
| Q3 25 | $16.2B | $2.2B | ||
| Q2 25 | $15.3B | $2.2B | ||
| Q1 25 | $14.9B | $2.1B | ||
| Q4 24 | $14.6B | $2.1B | ||
| Q3 24 | $14.8B | $1.2B | ||
| Q2 24 | $14.8B | $1.2B | ||
| Q1 24 | $14.9B | $1.1B |
| Q4 25 | 0.21× | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | 0.22× | 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 | $584.3M | $101.0M |
| Free Cash FlowOCF − Capex | $527.3M | $95.0M |
| FCF MarginFCF / Revenue | 26.4% | 22.0% |
| Capex IntensityCapex / Revenue | 2.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.47× | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $584.3M | $101.0M | ||
| Q3 25 | $440.9M | $64.0M | ||
| Q2 25 | $359.1M | $127.0M | ||
| Q1 25 | $417.5M | $124.0M | ||
| Q4 24 | $550.0M | $58.0M | ||
| Q3 24 | $487.2M | $25.0M | ||
| Q2 24 | $381.4M | $103.0M | ||
| Q1 24 | $410.2M | $84.0M |
| Q4 25 | $527.3M | $95.0M | ||
| Q3 25 | $420.0M | $58.0M | ||
| Q2 25 | $329.8M | $120.0M | ||
| Q1 25 | $394.5M | $117.0M | ||
| Q4 24 | $498.3M | $50.0M | ||
| Q3 24 | $460.9M | $16.0M | ||
| Q2 24 | $360.0M | $91.0M | ||
| Q1 24 | $382.6M | $74.0M |
| Q4 25 | 26.4% | 22.0% | ||
| Q3 25 | 22.2% | 9.4% | ||
| Q2 25 | 18.5% | 19.4% | ||
| Q1 25 | 22.8% | 27.5% | ||
| Q4 24 | 28.3% | 13.1% | ||
| Q3 24 | 27.0% | 3.0% | ||
| Q2 24 | 20.8% | 16.8% | ||
| Q1 24 | 22.0% | 19.6% |
| Q4 25 | 2.9% | 1.4% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 1.3% | 1.6% | ||
| Q4 24 | 2.9% | 2.1% | ||
| Q3 24 | 1.5% | 1.7% | ||
| Q2 24 | 1.2% | 2.2% | ||
| Q1 24 | 1.6% | 2.6% |
| Q4 25 | 1.47× | 101.00× | ||
| Q3 25 | 1.19× | 0.60× | ||
| Q2 25 | 1.00× | 1.14× | ||
| Q1 25 | 1.19× | 3.35× | ||
| Q4 24 | 1.42× | 6.44× | ||
| Q3 24 | 1.43× | 0.25× | ||
| Q2 24 | 1.13× | 1.12× | ||
| Q1 24 | 1.32× | 2.47× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AME
| Transferred At Point In Time | $1.1B | 54% |
| Electronic Instruments Group | $620.1M | 31% |
| Transferred Over Time | $294.6M | 15% |
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% |
