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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and GDS Holdings Ltd (GDS). Click either name above to swap in a different company.

Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $405.6M, roughly 1.1× GDS Holdings Ltd). Frontdoor, Inc. runs the higher net margin — 9.1% vs -0.1%, a 9.2% gap on every dollar of revenue. Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-96.3M).

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.

Amadeus IT Group, S.A. is a major Spanish multinational technology company that provides software for the global travel and tourism industry. It is the world's leading provider of travel technology that focus on developing software for airlines, hotels, travel agencies, and other travel-related businesses.

FTDR vs GDS — Head-to-Head

Bigger by revenue
FTDR
FTDR
1.1× larger
FTDR
$451.0M
$405.6M
GDS
Higher net margin
FTDR
FTDR
9.2% more per $
FTDR
9.1%
-0.1%
GDS
More free cash flow
FTDR
FTDR
$210.3M more FCF
FTDR
$114.0M
$-96.3M
GDS

Income Statement — Q1 FY2026 vs Q3 FY2025

Metric
FTDR
FTDR
GDS
GDS
Revenue
$451.0M
$405.6M
Net Profit
$41.0M
$-373.0K
Gross Margin
55.0%
22.1%
Operating Margin
Net Margin
9.1%
-0.1%
Revenue YoY
5.9%
Net Profit YoY
10.8%
EPS (diluted)
$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.

Revenue
FTDR
FTDR
GDS
GDS
Q1 26
$451.0M
Q4 25
$432.0M
Q3 25
$618.0M
$405.6M
Q2 25
$617.0M
$404.9M
Q1 25
$426.0M
$375.3M
Q4 24
$383.0M
Q3 24
$540.0M
$422.6M
Q2 24
$542.0M
$388.9M
Net Profit
FTDR
FTDR
GDS
GDS
Q1 26
$41.0M
Q4 25
$1.0M
Q3 25
$106.0M
$-373.0K
Q2 25
$111.0M
$-240.0K
Q1 25
$37.0M
$-145.0K
Q4 24
$9.0M
Q3 24
$100.0M
$-32.9M
Q2 24
$92.0M
$-31.9M
Gross Margin
FTDR
FTDR
GDS
GDS
Q1 26
55.0%
Q4 25
49.3%
Q3 25
57.1%
22.1%
Q2 25
57.7%
23.8%
Q1 25
55.2%
23.7%
Q4 24
48.0%
Q3 24
56.7%
22.2%
Q2 24
56.5%
22.6%
Operating Margin
FTDR
FTDR
GDS
GDS
Q1 26
Q4 25
0.5%
Q3 25
23.0%
Q2 25
23.7%
Q1 25
11.3%
Q4 24
1.6%
Q3 24
24.8%
10.8%
Q2 24
22.9%
11.2%
Net Margin
FTDR
FTDR
GDS
GDS
Q1 26
9.1%
Q4 25
0.2%
Q3 25
17.2%
-0.1%
Q2 25
18.0%
-0.1%
Q1 25
8.7%
-0.0%
Q4 24
2.3%
Q3 24
18.5%
-7.8%
Q2 24
17.0%
-8.2%
EPS (diluted)
FTDR
FTDR
GDS
GDS
Q1 26
$0.57
Q4 25
$0.03
Q3 25
$1.42
Q2 25
$1.48
Q1 25
$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
FTDR
FTDR
GDS
GDS
Cash + ST InvestmentsLiquidity on hand
$603.0M
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$230.0M
$3.6B
Total Assets
$2.2B
$11.0B
Debt / EquityLower = less leverage
5.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTDR
FTDR
GDS
GDS
Q1 26
$603.0M
Q4 25
$566.0M
Q3 25
$563.0M
Q2 25
$562.0M
Q1 25
$506.0M
Q4 24
$436.0M
Q3 24
$375.0M
Q2 24
$419.0M
Total Debt
FTDR
FTDR
GDS
GDS
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
Stockholders' Equity
FTDR
FTDR
GDS
GDS
Q1 26
$230.0M
Q4 25
$242.0M
Q3 25
$316.0M
$3.6B
Q2 25
$254.0M
$3.4B
Q1 25
$198.0M
$3.2B
Q4 24
$239.0M
Q3 24
$261.0M
$2.7B
Q2 24
$214.0M
$2.6B
Total Assets
FTDR
FTDR
GDS
GDS
Q1 26
$2.2B
Q4 25
$2.1B
Q3 25
$2.2B
$11.0B
Q2 25
$2.2B
$11.1B
Q1 25
$2.1B
$10.1B
Q4 24
$2.1B
Q3 24
$1.2B
$11.7B
Q2 24
$1.2B
$10.9B
Debt / Equity
FTDR
FTDR
GDS
GDS
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
FTDR
FTDR
GDS
GDS
Operating Cash FlowLast quarter
$103.5M
Free Cash FlowOCF − Capex
$114.0M
$-96.3M
FCF MarginFCF / Revenue
25.3%
-23.7%
Capex IntensityCapex / Revenue
49.2%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$387.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FTDR
FTDR
GDS
GDS
Q1 26
Q4 25
$101.0M
Q3 25
$64.0M
$103.5M
Q2 25
$127.0M
$120.8M
Q1 25
$124.0M
Q4 24
$58.0M
Q3 24
$25.0M
$91.4M
Q2 24
$103.0M
Free Cash Flow
FTDR
FTDR
GDS
GDS
Q1 26
$114.0M
Q4 25
$95.0M
Q3 25
$58.0M
$-96.3M
Q2 25
$120.0M
$-55.8M
Q1 25
$117.0M
Q4 24
$50.0M
Q3 24
$16.0M
$-321.7M
Q2 24
$91.0M
FCF Margin
FTDR
FTDR
GDS
GDS
Q1 26
25.3%
Q4 25
22.0%
Q3 25
9.4%
-23.7%
Q2 25
19.4%
-13.8%
Q1 25
27.5%
Q4 24
13.1%
Q3 24
3.0%
-76.1%
Q2 24
16.8%
Capex Intensity
FTDR
FTDR
GDS
GDS
Q1 26
Q4 25
1.4%
Q3 25
1.0%
49.2%
Q2 25
1.1%
43.6%
Q1 25
1.6%
Q4 24
2.1%
Q3 24
1.7%
97.7%
Q2 24
2.2%
Cash Conversion
FTDR
FTDR
GDS
GDS
Q1 26
Q4 25
101.00×
Q3 25
0.60×
Q2 25
1.14×
Q1 25
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

FTDR
FTDR

Segment breakdown not available.

GDS
GDS

Service revenue$405.5M100%
Equipment sales$2.8M1%

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