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Side-by-side financial comparison of CSW INDUSTRIALS, INC. (CSW) 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 $233.0M, roughly 1.9× CSW INDUSTRIALS, INC.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 4.4%, a 4.7% gap on every dollar of revenue. On growth, CSW INDUSTRIALS, INC. posted the faster year-over-year revenue change (20.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $22.7M). Over the past eight quarters, CSW INDUSTRIALS, INC.'s revenue compounded faster (5.1% CAGR vs -8.8%).
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.
CSW vs FTDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $233.0M | $451.0M |
| Net Profit | $10.3M | $41.0M |
| Gross Margin | 39.7% | 55.0% |
| Operating Margin | 7.4% | — |
| Net Margin | 4.4% | 9.1% |
| Revenue YoY | 20.3% | 5.9% |
| Net Profit YoY | -61.9% | 10.8% |
| EPS (diluted) | $0.62 | $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 | $233.0M | $432.0M | ||
| Q3 25 | $277.0M | $618.0M | ||
| Q2 25 | $263.6M | $617.0M | ||
| Q1 25 | $230.5M | $426.0M | ||
| Q4 24 | $193.6M | $383.0M | ||
| Q3 24 | $227.9M | $540.0M | ||
| Q2 24 | $226.2M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $10.3M | $1.0M | ||
| Q3 25 | $40.7M | $106.0M | ||
| Q2 25 | $40.9M | $111.0M | ||
| Q1 25 | $35.1M | $37.0M | ||
| Q4 24 | $26.9M | $9.0M | ||
| Q3 24 | $36.1M | $100.0M | ||
| Q2 24 | $38.6M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | 39.7% | 49.3% | ||
| Q3 25 | 43.0% | 57.1% | ||
| Q2 25 | 43.8% | 57.7% | ||
| Q1 25 | 44.2% | 55.2% | ||
| Q4 24 | 41.4% | 48.0% | ||
| Q3 24 | 45.6% | 56.7% | ||
| Q2 24 | 47.5% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 7.4% | 0.5% | ||
| Q3 25 | 20.5% | 23.0% | ||
| Q2 25 | 20.8% | 23.7% | ||
| Q1 25 | 19.5% | 11.3% | ||
| Q4 24 | 15.3% | 1.6% | ||
| Q3 24 | 22.6% | 24.8% | ||
| Q2 24 | 24.3% | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 4.4% | 0.2% | ||
| Q3 25 | 14.7% | 17.2% | ||
| Q2 25 | 15.5% | 18.0% | ||
| Q1 25 | 15.2% | 8.7% | ||
| Q4 24 | 13.9% | 2.3% | ||
| Q3 24 | 15.8% | 18.5% | ||
| Q2 24 | 17.1% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.62 | $0.03 | ||
| Q3 25 | $2.41 | $1.42 | ||
| Q2 25 | $2.43 | $1.48 | ||
| Q1 25 | $2.05 | $0.49 | ||
| Q4 24 | $1.60 | $0.10 | ||
| Q3 24 | $2.26 | $1.30 | ||
| Q2 24 | $2.47 | $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 | $40.2M | $603.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $1.1B | $230.0M |
| Total Assets | $2.3B | $2.2B |
| Debt / EquityLower = less leverage | — | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $40.2M | $566.0M | ||
| Q3 25 | $31.5M | $563.0M | ||
| Q2 25 | $38.0M | $562.0M | ||
| Q1 25 | $225.8M | $506.0M | ||
| Q4 24 | $213.8M | $436.0M | ||
| Q3 24 | $273.2M | $375.0M | ||
| Q2 24 | $18.9M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | $800.1M | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $1.1B | $242.0M | ||
| Q3 25 | $1.1B | $316.0M | ||
| Q2 25 | $1.1B | $254.0M | ||
| Q1 25 | $1.1B | $198.0M | ||
| Q4 24 | $1.0B | $239.0M | ||
| Q3 24 | $1.0B | $261.0M | ||
| Q2 24 | $650.2M | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.3B | $2.1B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.5B | $2.2B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.1B | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | 0.75× | 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 | $28.9M | — |
| Free Cash FlowOCF − Capex | $22.7M | $114.0M |
| FCF MarginFCF / Revenue | 9.8% | 25.3% |
| Capex IntensityCapex / Revenue | 2.6% | — |
| Cash ConversionOCF / Net Profit | 2.81× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.0M | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $28.9M | $101.0M | ||
| Q3 25 | $61.8M | $64.0M | ||
| Q2 25 | $60.6M | $127.0M | ||
| Q1 25 | $27.3M | $124.0M | ||
| Q4 24 | $11.6M | $58.0M | ||
| Q3 24 | $66.8M | $25.0M | ||
| Q2 24 | $62.7M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $22.7M | $95.0M | ||
| Q3 25 | $58.7M | $58.0M | ||
| Q2 25 | $57.7M | $120.0M | ||
| Q1 25 | $22.8M | $117.0M | ||
| Q4 24 | $8.5M | $50.0M | ||
| Q3 24 | $61.3M | $16.0M | ||
| Q2 24 | $59.6M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 9.8% | 22.0% | ||
| Q3 25 | 21.2% | 9.4% | ||
| Q2 25 | 21.9% | 19.4% | ||
| Q1 25 | 9.9% | 27.5% | ||
| Q4 24 | 4.4% | 13.1% | ||
| Q3 24 | 26.9% | 3.0% | ||
| Q2 24 | 26.3% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 1.4% | ||
| Q3 25 | 1.1% | 1.0% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 2.0% | 1.6% | ||
| Q4 24 | 1.6% | 2.1% | ||
| Q3 24 | 2.4% | 1.7% | ||
| Q2 24 | 1.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.81× | 101.00× | ||
| Q3 25 | 1.52× | 0.60× | ||
| Q2 25 | 1.48× | 1.14× | ||
| Q1 25 | 0.78× | 3.35× | ||
| Q4 24 | 0.43× | 6.44× | ||
| Q3 24 | 1.85× | 0.25× | ||
| Q2 24 | 1.62× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSW
| Contractor Solutions Segment | $166.3M | 71% |
| Specialized Reliability Solutions Segment | $38.2M | 16% |
| Engineered Building Solutions Segment | $28.5M | 12% |
FTDR
Segment breakdown not available.
