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Side-by-side financial comparison of Arrive AI Inc. (ARAI) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($432.0M vs $7.5K, roughly 57986.6× Arrive AI Inc.). Frontdoor, Inc. runs the higher net margin — 0.2% vs -59425.6%, a 59425.8% gap on every dollar of revenue.
Arrive AI Inc. develops and delivers AI-powered logistics and supply chain optimization solutions. Its core offerings include intelligent route planning, automated load matching, and operational efficiency tools targeted at e-commerce merchants, freight forwarders, and small-to-medium logistics operators across the North American market, helping cut operational costs and shorten delivery cycles.
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.
ARAI vs FTDR — Head-to-Head
Income Statement — Q3 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $7.5K | $432.0M |
| Net Profit | $-4.4M | $1.0M |
| Gross Margin | — | 49.3% |
| Operating Margin | -59425.6% | 0.5% |
| Net Margin | -59425.6% | 0.2% |
| Revenue YoY | — | 12.8% |
| Net Profit YoY | — | -88.9% |
| EPS (diluted) | $-0.13 | $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 | $7.5K | $618.0M | ||
| Q2 25 | $90.7K | $617.0M | ||
| Q1 25 | — | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | — | $540.0M | ||
| Q2 24 | — | $542.0M | ||
| Q1 24 | — | $378.0M |
| Q4 25 | — | $1.0M | ||
| Q3 25 | $-4.4M | $106.0M | ||
| Q2 25 | $-3.7M | $111.0M | ||
| Q1 25 | — | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | — | $92.0M | ||
| Q1 24 | — | $34.0M |
| 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% | ||
| Q1 24 | — | 51.6% |
| Q4 25 | — | 0.5% | ||
| Q3 25 | -59425.6% | 23.0% | ||
| Q2 25 | -4066.2% | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 22.9% | ||
| Q1 24 | — | 11.9% |
| Q4 25 | — | 0.2% | ||
| Q3 25 | -59425.6% | 17.2% | ||
| Q2 25 | -4066.2% | 18.0% | ||
| Q1 25 | — | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 17.0% | ||
| Q1 24 | — | 9.0% |
| Q4 25 | — | $0.03 | ||
| Q3 25 | $-0.13 | $1.42 | ||
| Q2 25 | $-0.12 | $1.48 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $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 | $1.9M | $566.0M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $5.7M | $242.0M |
| Total Assets | $9.7M | $2.1B |
| Debt / EquityLower = less leverage | — | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $566.0M | ||
| Q3 25 | $1.9M | $563.0M | ||
| Q2 25 | — | $562.0M | ||
| Q1 25 | — | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | — | $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 | $5.7M | $316.0M | ||
| Q2 25 | $4.5M | $254.0M | ||
| Q1 25 | — | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | — | $261.0M | ||
| Q2 24 | — | $214.0M | ||
| Q1 24 | — | $162.0M |
| Q4 25 | — | $2.1B | ||
| Q3 25 | $9.7M | $2.2B | ||
| Q2 25 | $8.5M | $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 | $-1.2M | $101.0M |
| Free Cash FlowOCF − Capex | — | $95.0M |
| FCF MarginFCF / Revenue | — | 22.0% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | — | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $101.0M | ||
| Q3 25 | $-1.2M | $64.0M | ||
| Q2 25 | $-3.3M | $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 | — | $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 | — | 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 | — | 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 | — | 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
ARAI
Segment breakdown not available.
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% |
