vs
Side-by-side financial comparison of ARMSTRONG WORLD INDUSTRIES INC (AWI) 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 $388.3M, roughly 1.2× ARMSTRONG WORLD INDUSTRIES INC). ARMSTRONG WORLD INDUSTRIES INC runs the higher net margin — 16.9% vs 9.1%, a 7.8% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 5.6%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $62.2M). Over the past eight quarters, ARMSTRONG WORLD INDUSTRIES INC's revenue compounded faster (9.1% CAGR vs -8.8%).
Armstrong World Industries, Inc. is an international designer and manufacturer of wall and ceiling building materials based in Lancaster, Pennsylvania. As of 2014, AWI had 3,100 employees and a global manufacturing network of 17 facilities, down from 26, including nine plants dedicated to its WAVE joint venture, in 2012.
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.
AWI vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $388.3M | $451.0M |
| Net Profit | $65.5M | $41.0M |
| Gross Margin | 39.8% | 55.0% |
| Operating Margin | 23.7% | — |
| Net Margin | 16.9% | 9.1% |
| Revenue YoY | 5.6% | 5.9% |
| Net Profit YoY | 5.3% | 10.8% |
| EPS (diluted) | $1.51 | $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 | — | $451.0M | ||
| Q4 25 | $388.3M | $432.0M | ||
| Q3 25 | $425.2M | $618.0M | ||
| Q2 25 | $424.6M | $617.0M | ||
| Q1 25 | $382.7M | $426.0M | ||
| Q4 24 | $367.7M | $383.0M | ||
| Q3 24 | $386.6M | $540.0M | ||
| Q2 24 | $365.1M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $65.5M | $1.0M | ||
| Q3 25 | $86.3M | $106.0M | ||
| Q2 25 | $87.8M | $111.0M | ||
| Q1 25 | $69.1M | $37.0M | ||
| Q4 24 | $62.2M | $9.0M | ||
| Q3 24 | $76.9M | $100.0M | ||
| Q2 24 | $65.9M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 39.8% | 49.3% | ||
| Q3 25 | 42.0% | 57.1% | ||
| Q2 25 | 41.4% | 57.7% | ||
| Q1 25 | 39.2% | 55.2% | ||
| Q4 24 | 39.1% | 48.0% | ||
| Q3 24 | 42.4% | 56.7% | ||
| Q2 24 | 40.9% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | 0.5% | ||
| Q3 25 | 27.6% | 23.0% | ||
| Q2 25 | 29.0% | 23.7% | ||
| Q1 25 | 25.7% | 11.3% | ||
| Q4 24 | 22.3% | 1.6% | ||
| Q3 24 | 28.8% | 24.8% | ||
| Q2 24 | 26.0% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 16.9% | 0.2% | ||
| Q3 25 | 20.3% | 17.2% | ||
| Q2 25 | 20.7% | 18.0% | ||
| Q1 25 | 18.1% | 8.7% | ||
| Q4 24 | 16.9% | 2.3% | ||
| Q3 24 | 19.9% | 18.5% | ||
| Q2 24 | 18.0% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $1.51 | $0.03 | ||
| Q3 25 | $1.98 | $1.42 | ||
| Q2 25 | $2.01 | $1.48 | ||
| Q1 25 | $1.58 | $0.49 | ||
| Q4 24 | $1.41 | $0.10 | ||
| Q3 24 | $1.75 | $1.30 | ||
| Q2 24 | $1.50 | $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 | $112.7M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $900.7M | $230.0M |
| Total Assets | $1.9B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $112.7M | $566.0M | ||
| Q3 25 | $90.1M | $563.0M | ||
| Q2 25 | $81.1M | $562.0M | ||
| Q1 25 | $82.8M | $506.0M | ||
| Q4 24 | $79.3M | $436.0M | ||
| Q3 24 | $73.7M | $375.0M | ||
| Q2 24 | $73.6M | $419.0M |
| Q1 26 | — | $1.2B | ||
| 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 26 | — | $230.0M | ||
| Q4 25 | $900.7M | $242.0M | ||
| Q3 25 | $889.2M | $316.0M | ||
| Q2 25 | $837.8M | $254.0M | ||
| Q1 25 | $793.4M | $198.0M | ||
| Q4 24 | $757.1M | $239.0M | ||
| Q3 24 | $717.0M | $261.0M | ||
| Q2 24 | $669.0M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $1.9B | $2.1B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.9B | $2.2B | ||
| Q1 25 | $1.9B | $2.1B | ||
| Q4 24 | $1.8B | $2.1B | ||
| Q3 24 | $1.8B | $1.2B | ||
| Q2 24 | $1.8B | $1.2B |
| Q1 26 | — | 5.07× | ||
| 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× |
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 | $110.0M | — |
| Free Cash FlowOCF − Capex | $62.2M | $114.0M |
| FCF MarginFCF / Revenue | 16.0% | 25.3% |
| Capex IntensityCapex / Revenue | 12.3% | — |
| Cash ConversionOCF / Net Profit | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $246.1M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $110.0M | $101.0M | ||
| Q3 25 | $122.9M | $64.0M | ||
| Q2 25 | $81.6M | $127.0M | ||
| Q1 25 | $41.0M | $124.0M | ||
| Q4 24 | $86.6M | $58.0M | ||
| Q3 24 | $96.5M | $25.0M | ||
| Q2 24 | $57.3M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $62.2M | $95.0M | ||
| Q3 25 | $100.3M | $58.0M | ||
| Q2 25 | $61.7M | $120.0M | ||
| Q1 25 | $21.9M | $117.0M | ||
| Q4 24 | $57.8M | $50.0M | ||
| Q3 24 | $77.1M | $16.0M | ||
| Q2 24 | $37.4M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 16.0% | 22.0% | ||
| Q3 25 | 23.6% | 9.4% | ||
| Q2 25 | 14.5% | 19.4% | ||
| Q1 25 | 5.7% | 27.5% | ||
| Q4 24 | 15.7% | 13.1% | ||
| Q3 24 | 19.9% | 3.0% | ||
| Q2 24 | 10.2% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | 1.4% | ||
| Q3 25 | 5.3% | 1.0% | ||
| Q2 25 | 4.7% | 1.1% | ||
| Q1 25 | 5.0% | 1.6% | ||
| Q4 24 | 7.8% | 2.1% | ||
| Q3 24 | 5.0% | 1.7% | ||
| Q2 24 | 5.5% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 101.00× | ||
| Q3 25 | 1.42× | 0.60× | ||
| Q2 25 | 0.93× | 1.14× | ||
| Q1 25 | 0.59× | 3.35× | ||
| Q4 24 | 1.39× | 6.44× | ||
| Q3 24 | 1.25× | 0.25× | ||
| Q2 24 | 0.87× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AWI
| Distributors | $183.0M | 47% |
| Architectural Specialties | $143.7M | 37% |
| Home Centers | $27.2M | 7% |
| Retailers And Other | $21.7M | 6% |
| Direct Customers | $12.7M | 3% |
FTDR
Segment breakdown not available.
