vs
Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and GUESS INC (GES). Click either name above to swap in a different company.
GUESS INC is the larger business by last-quarter revenue ($791.4M vs $451.0M, roughly 1.8× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 3.2%, a 5.9% gap on every dollar of revenue. On growth, GUESS INC posted the faster year-over-year revenue change (7.2% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-56.3M). Over the past eight quarters, GUESS INC's revenue compounded faster (-5.8% 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.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
FTDR vs GES — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $791.4M |
| Net Profit | $41.0M | $25.6M |
| Gross Margin | 55.0% | 42.5% |
| Operating Margin | — | 2.9% |
| Net Margin | 9.1% | 3.2% |
| Revenue YoY | 5.9% | 7.2% |
| Net Profit YoY | 10.8% | 209.6% |
| EPS (diluted) | $0.57 | $0.48 |
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 | $432.0M | $791.4M | ||
| Q3 25 | $618.0M | $772.9M | ||
| Q2 25 | $617.0M | $647.8M | ||
| Q1 25 | $426.0M | $932.3M | ||
| Q4 24 | $383.0M | $738.5M | ||
| Q3 24 | $540.0M | $732.6M | ||
| Q2 24 | $542.0M | $591.9M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $25.6M | ||
| Q3 25 | $106.0M | $6.2M | ||
| Q2 25 | $111.0M | $-32.9M | ||
| Q1 25 | $37.0M | $81.4M | ||
| Q4 24 | $9.0M | $-23.4M | ||
| Q3 24 | $100.0M | $-10.6M | ||
| Q2 24 | $92.0M | $13.0M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 42.5% | ||
| Q3 25 | 57.1% | 42.5% | ||
| Q2 25 | 57.7% | 39.9% | ||
| Q1 25 | 55.2% | 44.1% | ||
| Q4 24 | 48.0% | 43.6% | ||
| Q3 24 | 56.7% | 43.7% | ||
| Q2 24 | 56.5% | 41.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.9% | ||
| Q3 25 | 23.0% | 2.3% | ||
| Q2 25 | 23.7% | -5.1% | ||
| Q1 25 | 11.3% | 11.1% | ||
| Q4 24 | 1.6% | 5.7% | ||
| Q3 24 | 24.8% | 6.5% | ||
| Q2 24 | 22.9% | -3.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 3.2% | ||
| Q3 25 | 17.2% | 0.8% | ||
| Q2 25 | 18.0% | -5.1% | ||
| Q1 25 | 8.7% | 8.7% | ||
| Q4 24 | 2.3% | -3.2% | ||
| Q3 24 | 18.5% | -1.4% | ||
| Q2 24 | 17.0% | 2.2% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.48 | ||
| Q3 25 | $1.42 | $0.12 | ||
| Q2 25 | $1.48 | $-0.65 | ||
| Q1 25 | $0.49 | $1.29 | ||
| Q4 24 | $0.10 | $-0.47 | ||
| Q3 24 | $1.30 | $-0.28 | ||
| Q2 24 | $1.18 | $0.23 |
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 | $154.2M |
| Total DebtLower is stronger | $1.2B | $299.5M |
| Stockholders' EquityBook value | $230.0M | $508.5M |
| Total Assets | $2.2B | $3.0B |
| Debt / EquityLower = less leverage | 5.07× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $154.2M | ||
| Q3 25 | $563.0M | $189.6M | ||
| Q2 25 | $562.0M | $151.2M | ||
| Q1 25 | $506.0M | $187.7M | ||
| Q4 24 | $436.0M | $140.9M | ||
| Q3 24 | $375.0M | $218.9M | ||
| Q2 24 | $419.0M | $241.7M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $299.5M | ||
| Q3 25 | $1.2B | $258.4M | ||
| Q2 25 | $1.2B | $241.7M | ||
| Q1 25 | $1.2B | $150.7M | ||
| Q4 24 | $1.2B | $238.3M | ||
| Q3 24 | $565.0M | $187.8M | ||
| Q2 24 | $569.0M | $196.9M |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $508.5M | ||
| Q3 25 | $316.0M | $487.6M | ||
| Q2 25 | $254.0M | $483.6M | ||
| Q1 25 | $198.0M | $505.0M | ||
| Q4 24 | $239.0M | $450.7M | ||
| Q3 24 | $261.0M | $491.2M | ||
| Q2 24 | $214.0M | $565.5M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $3.0B | ||
| Q3 25 | $2.2B | $3.0B | ||
| Q2 25 | $2.2B | $2.9B | ||
| Q1 25 | $2.1B | $2.8B | ||
| Q4 24 | $2.1B | $2.8B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $1.2B | $2.7B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.59× | ||
| Q3 25 | 3.64× | 0.53× | ||
| Q2 25 | 4.56× | 0.50× | ||
| Q1 25 | 5.88× | 0.30× | ||
| Q4 24 | 4.90× | 0.53× | ||
| Q3 24 | 2.16× | 0.38× | ||
| Q2 24 | 2.66× | 0.35× |
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 | — | $-39.5M |
| Free Cash FlowOCF − Capex | $114.0M | $-56.3M |
| FCF MarginFCF / Revenue | 25.3% | -7.1% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | -1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $62.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-39.5M | ||
| Q3 25 | $64.0M | $74.9M | ||
| Q2 25 | $127.0M | $-73.4M | ||
| Q1 25 | $124.0M | $183.2M | ||
| Q4 24 | $58.0M | $-83.3M | ||
| Q3 24 | $25.0M | $44.7M | ||
| Q2 24 | $103.0M | $-22.9M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-56.3M | ||
| Q3 25 | $58.0M | $53.4M | ||
| Q2 25 | $120.0M | $-95.3M | ||
| Q1 25 | $117.0M | $160.7M | ||
| Q4 24 | $50.0M | $-105.4M | ||
| Q3 24 | $16.0M | $24.3M | ||
| Q2 24 | $91.0M | $-44.0M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -7.1% | ||
| Q3 25 | 9.4% | 6.9% | ||
| Q2 25 | 19.4% | -14.7% | ||
| Q1 25 | 27.5% | 17.2% | ||
| Q4 24 | 13.1% | -14.3% | ||
| Q3 24 | 3.0% | 3.3% | ||
| Q2 24 | 16.8% | -7.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.1% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | 1.1% | 3.4% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 2.1% | 3.0% | ||
| Q3 24 | 1.7% | 2.8% | ||
| Q2 24 | 2.2% | 3.6% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | -1.54× | ||
| Q3 25 | 0.60× | 12.00× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | 2.25× | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | -1.76× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
