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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and GLOBAL INDUSTRIAL Co (GIC). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $345.6M, roughly 1.3× GLOBAL INDUSTRIAL Co). Frontdoor, Inc. runs the higher net margin — 9.1% vs 4.2%, a 4.9% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $19.2M). Over the past eight quarters, GLOBAL INDUSTRIAL Co's revenue compounded faster (3.4% 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.
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
FTDR vs GIC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $345.6M |
| Net Profit | $41.0M | $14.6M |
| Gross Margin | 55.0% | 34.5% |
| Operating Margin | — | 5.7% |
| Net Margin | 9.1% | 4.2% |
| Revenue YoY | 5.9% | 14.3% |
| Net Profit YoY | 10.8% | 36.4% |
| EPS (diluted) | $0.57 | $0.37 |
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 | $345.6M | ||
| Q3 25 | $618.0M | $353.6M | ||
| Q2 25 | $617.0M | $358.9M | ||
| Q1 25 | $426.0M | $321.0M | ||
| Q4 24 | $383.0M | $302.3M | ||
| Q3 24 | $540.0M | $342.4M | ||
| Q2 24 | $542.0M | $347.8M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $14.6M | ||
| Q3 25 | $106.0M | $18.8M | ||
| Q2 25 | $111.0M | $25.1M | ||
| Q1 25 | $37.0M | $13.6M | ||
| Q4 24 | $9.0M | $10.7M | ||
| Q3 24 | $100.0M | $16.8M | ||
| Q2 24 | $92.0M | $20.3M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 34.5% | ||
| Q3 25 | 57.1% | 35.6% | ||
| Q2 25 | 57.7% | 37.1% | ||
| Q1 25 | 55.2% | 34.9% | ||
| Q4 24 | 48.0% | 33.8% | ||
| Q3 24 | 56.7% | 34.0% | ||
| Q2 24 | 56.5% | 35.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.7% | ||
| Q3 25 | 23.0% | 7.4% | ||
| Q2 25 | 23.7% | 9.3% | ||
| Q1 25 | 11.3% | 5.7% | ||
| Q4 24 | 1.6% | 4.8% | ||
| Q3 24 | 24.8% | 6.5% | ||
| Q2 24 | 22.9% | 7.6% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 4.2% | ||
| Q3 25 | 17.2% | 5.3% | ||
| Q2 25 | 18.0% | 7.0% | ||
| Q1 25 | 8.7% | 4.2% | ||
| Q4 24 | 2.3% | 3.5% | ||
| Q3 24 | 18.5% | 4.9% | ||
| Q2 24 | 17.0% | 5.8% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.37 | ||
| Q3 25 | $1.42 | $0.48 | ||
| Q2 25 | $1.48 | $0.65 | ||
| Q1 25 | $0.49 | $0.35 | ||
| Q4 24 | $0.10 | $0.28 | ||
| Q3 24 | $1.30 | $0.44 | ||
| Q2 24 | $1.18 | $0.52 |
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 | $67.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $313.2M |
| Total Assets | $2.2B | $580.8M |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $67.5M | ||
| Q3 25 | $563.0M | $67.2M | ||
| Q2 25 | $562.0M | $55.1M | ||
| Q1 25 | $506.0M | $39.0M | ||
| Q4 24 | $436.0M | $44.6M | ||
| Q3 24 | $375.0M | $38.9M | ||
| Q2 24 | $419.0M | $38.8M |
| 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 | $230.0M | — | ||
| Q4 25 | $242.0M | $313.2M | ||
| Q3 25 | $316.0M | $316.0M | ||
| Q2 25 | $254.0M | $305.2M | ||
| Q1 25 | $198.0M | $287.9M | ||
| Q4 24 | $239.0M | $281.1M | ||
| Q3 24 | $261.0M | $279.2M | ||
| Q2 24 | $214.0M | $270.4M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $580.8M | ||
| Q3 25 | $2.2B | $602.5M | ||
| Q2 25 | $2.2B | $586.5M | ||
| Q1 25 | $2.1B | $536.7M | ||
| Q4 24 | $2.1B | $520.7M | ||
| Q3 24 | $1.2B | $531.6M | ||
| Q2 24 | $1.2B | $542.5M |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $20.0M |
| Free Cash FlowOCF − Capex | $114.0M | $19.2M |
| FCF MarginFCF / Revenue | 25.3% | 5.6% |
| Capex IntensityCapex / Revenue | — | 0.2% |
| Cash ConversionOCF / Net Profit | — | 1.37× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $74.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $20.0M | ||
| Q3 25 | $64.0M | $22.7M | ||
| Q2 25 | $127.0M | $31.7M | ||
| Q1 25 | $124.0M | $3.4M | ||
| Q4 24 | $58.0M | $15.9M | ||
| Q3 24 | $25.0M | $9.6M | ||
| Q2 24 | $103.0M | $18.8M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $19.2M | ||
| Q3 25 | $58.0M | $22.0M | ||
| Q2 25 | $120.0M | $30.3M | ||
| Q1 25 | $117.0M | $3.2M | ||
| Q4 24 | $50.0M | $15.2M | ||
| Q3 24 | $16.0M | $8.7M | ||
| Q2 24 | $91.0M | $17.9M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 5.6% | ||
| Q3 25 | 9.4% | 6.2% | ||
| Q2 25 | 19.4% | 8.4% | ||
| Q1 25 | 27.5% | 1.0% | ||
| Q4 24 | 13.1% | 5.0% | ||
| Q3 24 | 3.0% | 2.5% | ||
| Q2 24 | 16.8% | 5.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.2% | ||
| Q3 25 | 1.0% | 0.2% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 1.6% | 0.1% | ||
| Q4 24 | 2.1% | 0.2% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 2.2% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.37× | ||
| Q3 25 | 0.60× | 1.21× | ||
| Q2 25 | 1.14× | 1.26× | ||
| Q1 25 | 3.35× | 0.25× | ||
| Q4 24 | 6.44× | 1.49× | ||
| Q3 24 | 0.25× | 0.57× | ||
| Q2 24 | 1.12× | 0.93× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
