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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Iridium Communications Inc. (IRDM). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $219.1M, roughly 2.1× Iridium Communications Inc.). Iridium Communications Inc. runs the higher net margin — 9.9% vs 9.1%, a 0.8% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 1.9%). Over the past eight quarters, Iridium Communications Inc.'s revenue compounded faster (4.4% 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.
Iridium Communications Inc. is a publicly traded American company headquartered in McLean, Virginia, United States. Iridium operates the Iridium satellite constellation, a system of 80 satellites: 66 are active satellites and the remaining fourteen function as in-orbit spares. Iridium Satellites are used for worldwide voice and data communication from handheld satellite phones, satellite messenger communication devices and integrated transceivers, as well as for two-way satellite messaging se...
FTDR vs IRDM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $219.1M |
| Net Profit | $41.0M | $21.6M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 23.2% |
| Net Margin | 9.1% | 9.9% |
| Revenue YoY | 5.9% | 1.9% |
| 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.
| Q1 26 | $451.0M | $219.1M | ||
| Q4 25 | $432.0M | $212.9M | ||
| Q3 25 | $618.0M | $226.9M | ||
| Q2 25 | $617.0M | $216.9M | ||
| Q1 25 | $426.0M | $214.9M | ||
| Q4 24 | $383.0M | $213.0M | ||
| Q3 24 | $540.0M | $212.8M | ||
| Q2 24 | $542.0M | $201.1M |
| Q1 26 | $41.0M | $21.6M | ||
| Q4 25 | $1.0M | $24.9M | ||
| Q3 25 | $106.0M | $37.1M | ||
| Q2 25 | $111.0M | $22.0M | ||
| Q1 25 | $37.0M | $30.4M | ||
| Q4 24 | $9.0M | $36.3M | ||
| Q3 24 | $100.0M | $24.4M | ||
| Q2 24 | $92.0M | $32.3M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | — |
| Q1 26 | — | 23.2% | ||
| Q4 25 | 0.5% | 25.9% | ||
| Q3 25 | 23.0% | 30.9% | ||
| Q2 25 | 23.7% | 23.2% | ||
| Q1 25 | 11.3% | 28.1% | ||
| Q4 24 | 1.6% | 24.5% | ||
| Q3 24 | 24.8% | 25.8% | ||
| Q2 24 | 22.9% | 21.7% |
| Q1 26 | 9.1% | 9.9% | ||
| Q4 25 | 0.2% | 11.7% | ||
| Q3 25 | 17.2% | 16.4% | ||
| Q2 25 | 18.0% | 10.1% | ||
| Q1 25 | 8.7% | 14.2% | ||
| Q4 24 | 2.3% | 17.1% | ||
| Q3 24 | 18.5% | 11.5% | ||
| Q2 24 | 17.0% | 16.1% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.24 | ||
| Q3 25 | $1.42 | $0.35 | ||
| Q2 25 | $1.48 | $0.20 | ||
| Q1 25 | $0.49 | $0.27 | ||
| Q4 24 | $0.10 | $0.30 | ||
| Q3 24 | $1.30 | $0.21 | ||
| Q2 24 | $1.18 | $0.27 |
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 | — |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | — |
| Total Assets | $2.2B | — |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $96.5M | ||
| Q3 25 | $563.0M | $88.5M | ||
| Q2 25 | $562.0M | $79.3M | ||
| Q1 25 | $506.0M | $50.9M | ||
| Q4 24 | $436.0M | $93.5M | ||
| Q3 24 | $375.0M | $159.6M | ||
| Q2 24 | $419.0M | $63.5M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $462.6M | ||
| Q3 25 | $316.0M | $450.5M | ||
| Q2 25 | $254.0M | $473.6M | ||
| Q1 25 | $198.0M | $518.4M | ||
| Q4 24 | $239.0M | $576.6M | ||
| Q3 24 | $261.0M | $663.8M | ||
| Q2 24 | $214.0M | $786.7M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $2.2B | $2.6B | ||
| Q2 25 | $2.2B | $2.6B | ||
| Q1 25 | $2.1B | $2.6B | ||
| Q4 24 | $2.1B | $2.7B | ||
| Q3 24 | $1.2B | $2.8B | ||
| Q2 24 | $1.2B | $2.7B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 3.80× | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | — | ||
| Q1 25 | 5.88× | — | ||
| Q4 24 | 4.90× | 3.05× | ||
| 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 | — | — |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | 13.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $108.6M | ||
| Q3 25 | $64.0M | $100.8M | ||
| Q2 25 | $127.0M | $129.6M | ||
| Q1 25 | $124.0M | $61.1M | ||
| Q4 24 | $58.0M | $104.8M | ||
| Q3 24 | $25.0M | $118.6M | ||
| Q2 24 | $103.0M | $81.1M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $75.1M | ||
| Q3 25 | $58.0M | $79.2M | ||
| Q2 25 | $120.0M | $108.9M | ||
| Q1 25 | $117.0M | $36.5M | ||
| Q4 24 | $50.0M | $80.5M | ||
| Q3 24 | $16.0M | $100.0M | ||
| Q2 24 | $91.0M | $68.7M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 35.3% | ||
| Q3 25 | 9.4% | 34.9% | ||
| Q2 25 | 19.4% | 50.2% | ||
| Q1 25 | 27.5% | 17.0% | ||
| Q4 24 | 13.1% | 37.8% | ||
| Q3 24 | 3.0% | 47.0% | ||
| Q2 24 | 16.8% | 34.2% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 1.4% | 15.7% | ||
| Q3 25 | 1.0% | 9.5% | ||
| Q2 25 | 1.1% | 9.5% | ||
| Q1 25 | 1.6% | 11.4% | ||
| Q4 24 | 2.1% | 11.4% | ||
| Q3 24 | 1.7% | 8.7% | ||
| Q2 24 | 2.2% | 6.2% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 4.37× | ||
| Q3 25 | 0.60× | 2.71× | ||
| Q2 25 | 1.14× | 5.90× | ||
| Q1 25 | 3.35× | 2.01× | ||
| Q4 24 | 6.44× | 2.88× | ||
| Q3 24 | 0.25× | 4.85× | ||
| Q2 24 | 1.12× | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
