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Side-by-side financial comparison of Element Solutions Inc (ESI) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $432.0M, roughly 1.9× Frontdoor, Inc.). Element Solutions Inc runs the higher net margin — 6.7% vs 0.2%, a 6.4% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 12.8%). Frontdoor, Inc. produced more free cash flow last quarter ($95.0M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% CAGR vs 6.9%).
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
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.
ESI vs FTDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $840.0M | $432.0M |
| Net Profit | $56.0M | $1.0M |
| Gross Margin | 38.4% | 49.3% |
| Operating Margin | 13.3% | 0.5% |
| Net Margin | 6.7% | 0.2% |
| Revenue YoY | 41.0% | 12.8% |
| Net Profit YoY | -42.9% | -88.9% |
| EPS (diluted) | $0.23 | $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.
| Q1 26 | $840.0M | — | ||
| Q4 25 | $676.2M | $432.0M | ||
| Q3 25 | $656.1M | $618.0M | ||
| Q2 25 | $625.2M | $617.0M | ||
| Q1 25 | $593.7M | $426.0M | ||
| Q4 24 | $624.2M | $383.0M | ||
| Q3 24 | $645.0M | $540.0M | ||
| Q2 24 | $612.7M | $542.0M |
| Q1 26 | $56.0M | — | ||
| Q4 25 | $6.2M | $1.0M | ||
| Q3 25 | $39.3M | $106.0M | ||
| Q2 25 | $47.4M | $111.0M | ||
| Q1 25 | $98.0M | $37.0M | ||
| Q4 24 | $54.7M | $9.0M | ||
| Q3 24 | $40.3M | $100.0M | ||
| Q2 24 | $93.2M | $92.0M |
| Q1 26 | 38.4% | — | ||
| Q4 25 | 40.9% | 49.3% | ||
| Q3 25 | 42.2% | 57.1% | ||
| Q2 25 | 42.6% | 57.7% | ||
| Q1 25 | 42.2% | 55.2% | ||
| Q4 24 | 41.0% | 48.0% | ||
| Q3 24 | 41.5% | 56.7% | ||
| Q2 24 | 43.6% | 56.5% |
| Q1 26 | 13.3% | — | ||
| Q4 25 | 10.3% | 0.5% | ||
| Q3 25 | 15.4% | 23.0% | ||
| Q2 25 | 15.1% | 23.7% | ||
| Q1 25 | 13.0% | 11.3% | ||
| Q4 24 | 12.0% | 1.6% | ||
| Q3 24 | 14.7% | 24.8% | ||
| Q2 24 | 15.7% | 22.9% |
| Q1 26 | 6.7% | — | ||
| Q4 25 | 0.9% | 0.2% | ||
| Q3 25 | 6.0% | 17.2% | ||
| Q2 25 | 7.6% | 18.0% | ||
| Q1 25 | 16.5% | 8.7% | ||
| Q4 24 | 8.8% | 2.3% | ||
| Q3 24 | 6.2% | 18.5% | ||
| Q2 24 | 15.2% | 17.0% |
| Q1 26 | $0.23 | — | ||
| Q4 25 | $0.03 | $0.03 | ||
| Q3 25 | $0.16 | $1.42 | ||
| Q2 25 | $0.20 | $1.48 | ||
| Q1 25 | $0.40 | $0.49 | ||
| Q4 24 | $0.22 | $0.10 | ||
| Q3 24 | $0.17 | $1.30 | ||
| Q2 24 | $0.39 | $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 | $177.3M | $566.0M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $2.7B | $242.0M |
| Total Assets | $5.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.73× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $177.3M | — | ||
| Q4 25 | $626.5M | $566.0M | ||
| Q3 25 | $594.3M | $563.0M | ||
| Q2 25 | $529.9M | $562.0M | ||
| Q1 25 | $499.2M | $506.0M | ||
| Q4 24 | $359.4M | $436.0M | ||
| Q3 24 | $376.0M | $375.0M | ||
| Q2 24 | $309.3M | $419.0M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | $1.1B | ||
| Q3 25 | $1.6B | $1.2B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.8B | $1.2B | ||
| Q3 24 | $1.9B | $565.0M | ||
| Q2 24 | $1.9B | $569.0M |
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $242.0M | ||
| Q3 25 | $2.7B | $316.0M | ||
| Q2 25 | $2.6B | $254.0M | ||
| Q1 25 | $2.5B | $198.0M | ||
| Q4 24 | $2.4B | $239.0M | ||
| Q3 24 | $2.4B | $261.0M | ||
| Q2 24 | $2.4B | $214.0M |
| Q1 26 | $5.7B | — | ||
| Q4 25 | $5.1B | $2.1B | ||
| Q3 25 | $5.0B | $2.2B | ||
| Q2 25 | $5.0B | $2.2B | ||
| Q1 25 | $4.8B | $2.1B | ||
| Q4 24 | $4.9B | $2.1B | ||
| Q3 24 | $5.1B | $1.2B | ||
| Q2 24 | $5.0B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.61× | 4.73× | ||
| Q3 25 | 0.61× | 3.64× | ||
| Q2 25 | 0.62× | 4.56× | ||
| Q1 25 | 0.64× | 5.88× | ||
| Q4 24 | 0.76× | 4.90× | ||
| Q3 24 | 0.78× | 2.16× | ||
| Q2 24 | 0.81× | 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 | — | $101.0M |
| Free Cash FlowOCF − Capex | $-74.2M | $95.0M |
| FCF MarginFCF / Revenue | -8.8% | 22.0% |
| Capex IntensityCapex / Revenue | 3.0% | 1.4% |
| Cash ConversionOCF / Net Profit | — | 101.00× |
| TTM Free Cash FlowTrailing 4 quarters | — | $390.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | — | $101.0M | ||
| Q3 25 | $100.1M | $64.0M | ||
| Q2 25 | — | $127.0M | ||
| Q1 25 | $26.0M | $124.0M | ||
| Q4 24 | — | $58.0M | ||
| Q3 24 | $98.5M | $25.0M | ||
| Q2 24 | — | $103.0M |
| Q1 26 | $-74.2M | — | ||
| Q4 25 | — | $95.0M | ||
| Q3 25 | $83.6M | $58.0M | ||
| Q2 25 | — | $120.0M | ||
| Q1 25 | $15.0M | $117.0M | ||
| Q4 24 | — | $50.0M | ||
| Q3 24 | $85.9M | $16.0M | ||
| Q2 24 | — | $91.0M |
| Q1 26 | -8.8% | — | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | 12.7% | 9.4% | ||
| Q2 25 | — | 19.4% | ||
| Q1 25 | 2.5% | 27.5% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | 13.3% | 3.0% | ||
| Q2 24 | — | 16.8% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 2.5% | 1.4% | ||
| Q3 25 | 2.5% | 1.0% | ||
| Q2 25 | 2.8% | 1.1% | ||
| Q1 25 | 1.9% | 1.6% | ||
| Q4 24 | 3.6% | 2.1% | ||
| Q3 24 | 2.0% | 1.7% | ||
| Q2 24 | 2.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 101.00× | ||
| Q3 25 | 2.55× | 0.60× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | 0.27× | 3.35× | ||
| Q4 24 | — | 6.44× | ||
| Q3 24 | 2.44× | 0.25× | ||
| Q2 24 | — | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
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% |
