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Side-by-side financial comparison of Axos Financial, Inc. (AX) 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 $392.2M, roughly 1.1× Axos Financial, Inc.). Axos Financial, Inc. runs the higher net margin — 31.8% vs 9.1%, a 22.7% gap on every dollar of revenue. Over the past eight quarters, Axos Financial, Inc.'s revenue compounded faster (16.1% CAGR vs -8.8%).
Axos Financial is an American bank holding company based in Las Vegas, Nevada and is the parent of Axos Bank, a direct bank. It also offers registered investment adviser services and an electronic trading platform.
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.
AX vs FTDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $392.2M | $451.0M |
| Net Profit | $124.7M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | — | — |
| Net Margin | 31.8% | 9.1% |
| Revenue YoY | — | 5.9% |
| Net Profit YoY | 18.5% | 10.8% |
| EPS (diluted) | $2.15 | $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 | $392.2M | $451.0M | ||
| Q4 25 | $385.1M | $432.0M | ||
| Q3 25 | $323.4M | $618.0M | ||
| Q2 25 | $321.4M | $617.0M | ||
| Q1 25 | $308.8M | $426.0M | ||
| Q4 24 | $307.9M | $383.0M | ||
| Q3 24 | $320.7M | $540.0M | ||
| Q2 24 | $290.9M | $542.0M |
| Q1 26 | $124.7M | $41.0M | ||
| Q4 25 | $128.4M | $1.0M | ||
| Q3 25 | $112.4M | $106.0M | ||
| Q2 25 | $110.7M | $111.0M | ||
| Q1 25 | $105.2M | $37.0M | ||
| Q4 24 | $104.7M | $9.0M | ||
| Q3 24 | $112.3M | $100.0M | ||
| Q2 24 | $104.9M | $92.0M |
| Q1 26 | — | 55.0% | ||
| 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 26 | — | — | ||
| Q4 25 | 45.6% | 0.5% | ||
| Q3 25 | 46.3% | 23.0% | ||
| Q2 25 | 48.5% | 23.7% | ||
| Q1 25 | 47.9% | 11.3% | ||
| Q4 24 | 48.8% | 1.6% | ||
| Q3 24 | 49.6% | 24.8% | ||
| Q2 24 | 49.6% | 22.9% |
| Q1 26 | 31.8% | 9.1% | ||
| Q4 25 | 33.3% | 0.2% | ||
| Q3 25 | 34.7% | 17.2% | ||
| Q2 25 | 34.4% | 18.0% | ||
| Q1 25 | 34.1% | 8.7% | ||
| Q4 24 | 34.0% | 2.3% | ||
| Q3 24 | 35.0% | 18.5% | ||
| Q2 24 | 36.0% | 17.0% |
| Q1 26 | $2.15 | $0.57 | ||
| Q4 25 | $2.22 | $0.03 | ||
| Q3 25 | $1.94 | $1.42 | ||
| Q2 25 | $1.89 | $1.48 | ||
| Q1 25 | $1.81 | $0.49 | ||
| Q4 24 | $1.80 | $0.10 | ||
| Q3 24 | $1.93 | $1.30 | ||
| Q2 24 | $1.75 | $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 | — | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $3.1B | $230.0M |
| Total Assets | $29.2B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $1.0B | $566.0M | ||
| Q3 25 | $2.6B | $563.0M | ||
| Q2 25 | $1.9B | $562.0M | ||
| Q1 25 | $2.0B | $506.0M | ||
| Q4 24 | $2.4B | $436.0M | ||
| Q3 24 | $2.6B | $375.0M | ||
| Q2 24 | $2.0B | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | $312.7M | $1.2B | ||
| Q1 25 | $377.4M | $1.2B | ||
| Q4 24 | $358.7M | $1.2B | ||
| Q3 24 | $313.5M | $565.0M | ||
| Q2 24 | $325.7M | $569.0M |
| Q1 26 | $3.1B | $230.0M | ||
| Q4 25 | $2.9B | $242.0M | ||
| Q3 25 | $2.8B | $316.0M | ||
| Q2 25 | $2.7B | $254.0M | ||
| Q1 25 | $2.6B | $198.0M | ||
| Q4 24 | $2.5B | $239.0M | ||
| Q3 24 | $2.4B | $261.0M | ||
| Q2 24 | $2.3B | $214.0M |
| Q1 26 | $29.2B | $2.2B | ||
| Q4 25 | $28.2B | $2.1B | ||
| Q3 25 | $27.4B | $2.2B | ||
| Q2 25 | $24.8B | $2.2B | ||
| Q1 25 | $24.0B | $2.1B | ||
| Q4 24 | $23.7B | $2.1B | ||
| Q3 24 | $23.6B | $1.2B | ||
| Q2 24 | $22.9B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | 0.12× | 4.56× | ||
| Q1 25 | 0.14× | 5.88× | ||
| Q4 24 | 0.14× | 4.90× | ||
| Q3 24 | 0.13× | 2.16× | ||
| Q2 24 | 0.14× | 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 | — | — |
| Free Cash FlowOCF − Capex | — | $114.0M |
| FCF MarginFCF / Revenue | — | 25.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $101.0M | ||
| Q3 25 | $118.4M | $64.0M | ||
| Q2 25 | $490.3M | $127.0M | ||
| Q1 25 | $73.7M | $124.0M | ||
| Q4 24 | $162.5M | $58.0M | ||
| Q3 24 | $70.8M | $25.0M | ||
| Q2 24 | $305.5M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $85.4M | $95.0M | ||
| Q3 25 | $109.3M | $58.0M | ||
| Q2 25 | $436.1M | $120.0M | ||
| Q1 25 | $65.1M | $117.0M | ||
| Q4 24 | $156.4M | $50.0M | ||
| Q3 24 | $53.0M | $16.0M | ||
| Q2 24 | $269.5M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 22.2% | 22.0% | ||
| Q3 25 | 33.8% | 9.4% | ||
| Q2 25 | 135.7% | 19.4% | ||
| Q1 25 | 21.1% | 27.5% | ||
| Q4 24 | 50.8% | 13.1% | ||
| Q3 24 | 16.5% | 3.0% | ||
| Q2 24 | 92.6% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 1.4% | ||
| Q3 25 | 2.8% | 1.0% | ||
| Q2 25 | 16.9% | 1.1% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 2.0% | 2.1% | ||
| Q3 24 | 5.5% | 1.7% | ||
| Q2 24 | 12.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 101.00× | ||
| Q3 25 | 1.05× | 0.60× | ||
| Q2 25 | 4.43× | 1.14× | ||
| Q1 25 | 0.70× | 3.35× | ||
| Q4 24 | 1.55× | 6.44× | ||
| Q3 24 | 0.63× | 0.25× | ||
| Q2 24 | 2.91× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
FTDR
Segment breakdown not available.
