vs
Side-by-side financial comparison of APOGEE ENTERPRISES, INC. (APOG) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $351.4M, roughly 1.3× APOGEE ENTERPRISES, INC.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 4.7%, a 4.4% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 1.6%). Over the past eight quarters, APOGEE ENTERPRISES, INC.'s revenue compounded faster (2.9% CAGR vs -8.8%).
Apogee Electronics is an American manufacturer of audio interfaces, analog-to-digital and digital-to-analog converters, USB & iOS microphones, and audio production software.
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.
APOG vs FTDR — Head-to-Head
Income Statement — Q4 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $351.4M | $451.0M |
| Net Profit | $16.6M | $41.0M |
| Gross Margin | 22.4% | 55.0% |
| Operating Margin | 7.3% | — |
| Net Margin | 4.7% | 9.1% |
| Revenue YoY | 1.6% | 5.9% |
| Net Profit YoY | 568.8% | 10.8% |
| EPS (diluted) | $0.78 | $0.57 |
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.
| Q1 26 | $351.4M | $451.0M | ||
| Q4 25 | $348.6M | $432.0M | ||
| Q3 25 | $358.2M | $618.0M | ||
| Q2 25 | $346.6M | $617.0M | ||
| Q1 25 | $345.7M | $426.0M | ||
| Q4 24 | $341.3M | $383.0M | ||
| Q3 24 | $342.4M | $540.0M | ||
| Q2 24 | $331.5M | $542.0M |
| Q1 26 | $16.6M | $41.0M | ||
| Q4 25 | $16.5M | $1.0M | ||
| Q3 25 | $23.6M | $106.0M | ||
| Q2 25 | $-2.7M | $111.0M | ||
| Q1 25 | $2.5M | $37.0M | ||
| Q4 24 | $21.0M | $9.0M | ||
| Q3 24 | $30.6M | $100.0M | ||
| Q2 24 | $31.0M | $92.0M |
| Q1 26 | 22.4% | 55.0% | ||
| Q4 25 | 23.8% | 49.3% | ||
| Q3 25 | 23.1% | 57.1% | ||
| Q2 25 | 21.7% | 57.7% | ||
| Q1 25 | 21.6% | 55.2% | ||
| Q4 24 | 26.1% | 48.0% | ||
| Q3 24 | 28.4% | 56.7% | ||
| Q2 24 | 29.8% | 56.5% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.1% | 0.5% | ||
| Q3 25 | 7.5% | 23.0% | ||
| Q2 25 | 2.0% | 23.7% | ||
| Q1 25 | 1.8% | 11.3% | ||
| Q4 24 | 8.4% | 1.6% | ||
| Q3 24 | 12.3% | 24.8% | ||
| Q2 24 | 12.5% | 22.9% |
| Q1 26 | 4.7% | 9.1% | ||
| Q4 25 | 4.7% | 0.2% | ||
| Q3 25 | 6.6% | 17.2% | ||
| Q2 25 | -0.8% | 18.0% | ||
| Q1 25 | 0.7% | 8.7% | ||
| Q4 24 | 6.1% | 2.3% | ||
| Q3 24 | 8.9% | 18.5% | ||
| Q2 24 | 9.4% | 17.0% |
| Q1 26 | $0.78 | $0.57 | ||
| Q4 25 | $0.77 | $0.03 | ||
| Q3 25 | $1.10 | $1.42 | ||
| Q2 25 | $-0.13 | $1.48 | ||
| Q1 25 | $0.12 | $0.49 | ||
| Q4 24 | $0.96 | $0.10 | ||
| Q3 24 | $1.40 | $1.30 | ||
| Q2 24 | $1.41 | $1.18 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $39.5M | $603.0M |
| Total DebtLower is stronger | $232.3M | $1.2B |
| Stockholders' EquityBook value | $511.8M | $230.0M |
| Total Assets | $1.1B | $2.2B |
| Debt / EquityLower = less leverage | 0.45× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $39.5M | $603.0M | ||
| Q4 25 | $41.3M | $566.0M | ||
| Q3 25 | $39.5M | $563.0M | ||
| Q2 25 | $32.8M | $562.0M | ||
| Q1 25 | $41.4M | $506.0M | ||
| Q4 24 | $43.9M | $436.0M | ||
| Q3 24 | $51.0M | $375.0M | ||
| Q2 24 | $30.4M | $419.0M |
| Q1 26 | $232.3M | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | $285.0M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | $511.8M | $230.0M | ||
| Q4 25 | $512.3M | $242.0M | ||
| Q3 25 | $500.2M | $316.0M | ||
| Q2 25 | $481.8M | $254.0M | ||
| Q1 25 | $487.9M | $198.0M | ||
| Q4 24 | $522.1M | $239.0M | ||
| Q3 24 | $506.4M | $261.0M | ||
| Q2 24 | $480.0M | $214.0M |
| Q1 26 | $1.1B | $2.2B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $1.2B | $2.1B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $917.1M | $1.2B | ||
| Q2 24 | $889.0M | $1.2B |
| Q1 26 | 0.45× | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | 0.58× | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | $122.5M | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | 7.8% | — |
| Cash ConversionOCF / Net Profit | 7.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.5M | — | ||
| Q4 25 | $29.3M | $101.0M | ||
| Q3 25 | $57.1M | $64.0M | ||
| Q2 25 | $-19.8M | $127.0M | ||
| Q1 25 | $30.0M | $124.0M | ||
| Q4 24 | $31.0M | $58.0M | ||
| Q3 24 | $58.7M | $25.0M | ||
| Q2 24 | $5.5M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $22.9M | $95.0M | ||
| Q3 25 | $52.4M | $58.0M | ||
| Q2 25 | $-26.9M | $120.0M | ||
| Q1 25 | $19.1M | $117.0M | ||
| Q4 24 | $22.0M | $50.0M | ||
| Q3 24 | $50.2M | $16.0M | ||
| Q2 24 | $-1.8M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 6.6% | 22.0% | ||
| Q3 25 | 14.6% | 9.4% | ||
| Q2 25 | -7.8% | 19.4% | ||
| Q1 25 | 5.5% | 27.5% | ||
| Q4 24 | 6.4% | 13.1% | ||
| Q3 24 | 14.7% | 3.0% | ||
| Q2 24 | -0.5% | 16.8% |
| Q1 26 | 7.8% | — | ||
| Q4 25 | 1.9% | 1.4% | ||
| Q3 25 | 1.3% | 1.0% | ||
| Q2 25 | 2.1% | 1.1% | ||
| Q1 25 | 3.2% | 1.6% | ||
| Q4 24 | 2.6% | 2.1% | ||
| Q3 24 | 2.5% | 1.7% | ||
| Q2 24 | 2.2% | 2.2% |
| Q1 26 | 7.37× | — | ||
| Q4 25 | 1.77× | 101.00× | ||
| Q3 25 | 2.41× | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | 12.08× | 3.35× | ||
| Q4 24 | 1.48× | 6.44× | ||
| Q3 24 | 1.92× | 0.25× | ||
| Q2 24 | 0.18× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APOG
| Architectural Services | $127.1M | 36% |
| Architectural Metals | $110.0M | 31% |
| Architectural Glass | $67.4M | 19% |
| Performance Surfaces | $54.3M | 15% |
FTDR
Segment breakdown not available.
