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Side-by-side financial comparison of CARTERS INC (CRI) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
CARTERS INC is the larger business by last-quarter revenue ($757.8M vs $433.0M, roughly 1.8× Frontdoor, Inc.). CARTERS INC runs the higher net margin — 1.5% vs 0.2%, a 1.3% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs -0.1%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $-144.1M).
Carter's, Inc. is a major American designer and marketer of children's apparel. It was founded in 1865 by William Carter.
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.
CRI vs FTDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $757.8M | $433.0M |
| Net Profit | $11.6M | $1.0M |
| Gross Margin | 45.1% | 49.2% |
| Operating Margin | 3.8% | — |
| Net Margin | 1.5% | 0.2% |
| Revenue YoY | -0.1% | 13.1% |
| Net Profit YoY | -80.1% | — |
| EPS (diluted) | $0.32 | $0.02 |
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 | — | $433.0M | ||
| Q4 25 | — | $432.0M | ||
| Q3 25 | $757.8M | $618.0M | ||
| Q2 25 | $585.3M | $617.0M | ||
| Q1 25 | $629.8M | $426.0M | ||
| Q4 24 | — | $383.0M | ||
| Q3 24 | — | $540.0M | ||
| Q2 24 | — | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | — | $1.0M | ||
| Q3 25 | $11.6M | $106.0M | ||
| Q2 25 | $446.0K | $111.0M | ||
| Q1 25 | $15.5M | $37.0M | ||
| Q4 24 | — | $9.0M | ||
| Q3 24 | — | $100.0M | ||
| Q2 24 | — | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | 45.1% | 57.1% | ||
| Q2 25 | 48.1% | 57.7% | ||
| Q1 25 | 46.2% | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | 3.8% | 23.0% | ||
| Q2 25 | 0.7% | 23.7% | ||
| Q1 25 | 4.1% | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | 1.5% | 17.2% | ||
| Q2 25 | 0.1% | 18.0% | ||
| Q1 25 | 2.5% | 8.7% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 18.5% | ||
| Q2 24 | — | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | — | $0.03 | ||
| Q3 25 | $0.32 | $1.42 | ||
| Q2 25 | $0.01 | $1.48 | ||
| Q1 25 | $0.43 | $0.49 | ||
| Q4 24 | — | $0.10 | ||
| Q3 24 | — | $1.30 | ||
| Q2 24 | — | $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 | $184.2M | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $864.6M | $242.0M |
| Total Assets | $2.5B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | — | $566.0M | ||
| Q3 25 | $184.2M | $563.0M | ||
| Q2 25 | $338.2M | $562.0M | ||
| Q1 25 | $320.8M | $506.0M | ||
| Q4 24 | — | $436.0M | ||
| Q3 24 | — | $375.0M | ||
| Q2 24 | — | $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 | — | $242.0M | ||
| Q4 25 | — | $242.0M | ||
| Q3 25 | $864.6M | $316.0M | ||
| Q2 25 | $853.9M | $254.0M | ||
| Q1 25 | $847.2M | $198.0M | ||
| Q4 24 | — | $239.0M | ||
| Q3 24 | — | $261.0M | ||
| Q2 24 | — | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | — | $2.1B | ||
| Q3 25 | $2.5B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.3B | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $1.2B |
| Q1 26 | — | 4.85× | ||
| 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 | $-128.0M | — |
| Free Cash FlowOCF − Capex | $-144.1M | $94.0M |
| FCF MarginFCF / Revenue | -19.0% | 21.7% |
| Capex IntensityCapex / Revenue | 2.1% | — |
| Cash ConversionOCF / Net Profit | -11.04× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | $-128.0M | $64.0M | ||
| Q2 25 | $40.3M | $127.0M | ||
| Q1 25 | $-48.6M | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | — | $25.0M | ||
| Q2 24 | — | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | $-144.1M | $58.0M | ||
| Q2 25 | $24.1M | $120.0M | ||
| Q1 25 | $-59.0M | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | — | $16.0M | ||
| Q2 24 | — | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | -19.0% | 9.4% | ||
| Q2 25 | 4.1% | 19.4% | ||
| Q1 25 | -9.4% | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.4% | ||
| Q3 25 | 2.1% | 1.0% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 1.6% | 1.6% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | — | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | -11.04× | 0.60× | ||
| Q2 25 | 90.37× | 1.14× | ||
| Q1 25 | -3.13× | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | — | 0.25× | ||
| Q2 24 | — | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRI
| Sales Channel Directly To Consumer | $362.3M | 48% |
| Sales Channel Through Intermediary | $283.8M | 37% |
| Other | $110.4M | 15% |
| Gift Cards | $1.3M | 0% |
FTDR
Segment breakdown not available.
