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

Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $451.0M, roughly 1.2× Frontdoor, Inc.). Kimco Realty runs the higher net margin — 29.8% vs 9.1%, a 20.7% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% 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.

Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.

FTDR vs KIM — Head-to-Head

Bigger by revenue
KIM
KIM
1.2× larger
KIM
$558.0M
$451.0M
FTDR
Growing faster (revenue YoY)
FTDR
FTDR
+1.9% gap
FTDR
5.9%
4.0%
KIM
Higher net margin
KIM
KIM
20.7% more per $
KIM
29.8%
9.1%
FTDR
Faster 2-yr revenue CAGR
KIM
KIM
Annualised
KIM
5.6%
-8.8%
FTDR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
FTDR
FTDR
KIM
KIM
Revenue
$451.0M
$558.0M
Net Profit
$41.0M
$166.3M
Gross Margin
55.0%
Operating Margin
37.2%
Net Margin
9.1%
29.8%
Revenue YoY
5.9%
4.0%
Net Profit YoY
10.8%
23.7%
EPS (diluted)
$0.57
$0.46

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
KIM
KIM
Q1 26
$451.0M
$558.0M
Q4 25
$432.0M
$542.5M
Q3 25
$618.0M
$535.9M
Q2 25
$617.0M
$525.2M
Q1 25
$426.0M
$536.6M
Q4 24
$383.0M
$525.4M
Q3 24
$540.0M
$507.6M
Q2 24
$542.0M
$500.2M
Net Profit
FTDR
FTDR
KIM
KIM
Q1 26
$41.0M
$166.3M
Q4 25
$1.0M
$151.2M
Q3 25
$106.0M
$137.8M
Q2 25
$111.0M
$163.0M
Q1 25
$37.0M
$132.8M
Q4 24
$9.0M
$166.0M
Q3 24
$100.0M
$136.0M
Q2 24
$92.0M
$119.7M
Gross Margin
FTDR
FTDR
KIM
KIM
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%
Operating Margin
FTDR
FTDR
KIM
KIM
Q1 26
37.2%
Q4 25
0.5%
36.4%
Q3 25
23.0%
34.9%
Q2 25
23.7%
39.2%
Q1 25
11.3%
33.6%
Q4 24
1.6%
31.7%
Q3 24
24.8%
33.7%
Q2 24
22.9%
32.1%
Net Margin
FTDR
FTDR
KIM
KIM
Q1 26
9.1%
29.8%
Q4 25
0.2%
27.9%
Q3 25
17.2%
25.7%
Q2 25
18.0%
31.0%
Q1 25
8.7%
24.8%
Q4 24
2.3%
31.6%
Q3 24
18.5%
26.8%
Q2 24
17.0%
23.9%
EPS (diluted)
FTDR
FTDR
KIM
KIM
Q1 26
$0.57
$0.46
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
KIM
KIM
Cash + ST InvestmentsLiquidity on hand
$603.0M
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$230.0M
$10.4B
Total Assets
$2.2B
$19.6B
Debt / EquityLower = less leverage
5.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTDR
FTDR
KIM
KIM
Q1 26
$603.0M
Q4 25
$566.0M
$211.6M
Q3 25
$563.0M
$159.3M
Q2 25
$562.0M
$226.6M
Q1 25
$506.0M
$131.3M
Q4 24
$436.0M
$688.6M
Q3 24
$375.0M
$789.0M
Q2 24
$419.0M
$126.4M
Total Debt
FTDR
FTDR
KIM
KIM
Q1 26
$1.2B
Q4 25
$1.1B
$7.7B
Q3 25
$1.2B
Q2 25
$1.2B
Q1 25
$1.2B
Q4 24
$1.2B
$8.0B
Q3 24
$565.0M
Q2 24
$569.0M
Stockholders' Equity
FTDR
FTDR
KIM
KIM
Q1 26
$230.0M
$10.4B
Q4 25
$242.0M
$10.4B
Q3 25
$316.0M
$10.5B
Q2 25
$254.0M
$10.5B
Q1 25
$198.0M
$10.6B
Q4 24
$239.0M
$10.7B
Q3 24
$261.0M
$10.5B
Q2 24
$214.0M
$10.6B
Total Assets
FTDR
FTDR
KIM
KIM
Q1 26
$2.2B
$19.6B
Q4 25
$2.1B
$19.7B
Q3 25
$2.2B
$19.9B
Q2 25
$2.2B
$19.8B
Q1 25
$2.1B
$19.7B
Q4 24
$2.1B
$20.3B
Q3 24
$1.2B
$20.1B
Q2 24
$1.2B
$19.5B
Debt / Equity
FTDR
FTDR
KIM
KIM
Q1 26
5.07×
Q4 25
4.73×
0.74×
Q3 25
3.64×
Q2 25
4.56×
Q1 25
5.88×
Q4 24
4.90×
0.75×
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
KIM
KIM
Operating Cash FlowLast quarter
Free Cash FlowOCF − Capex
$114.0M
FCF MarginFCF / Revenue
25.3%
Capex IntensityCapex / Revenue
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
KIM
KIM
Q1 26
Q4 25
$101.0M
$258.4M
Q3 25
$64.0M
$332.4M
Q2 25
$127.0M
$305.4M
Q1 25
$124.0M
$223.8M
Q4 24
$58.0M
$239.5M
Q3 24
$25.0M
$295.9M
Q2 24
$103.0M
$294.1M
Free Cash Flow
FTDR
FTDR
KIM
KIM
Q1 26
$114.0M
Q4 25
$95.0M
Q3 25
$58.0M
Q2 25
$120.0M
Q1 25
$117.0M
$205.4M
Q4 24
$50.0M
Q3 24
$16.0M
Q2 24
$91.0M
FCF Margin
FTDR
FTDR
KIM
KIM
Q1 26
25.3%
Q4 25
22.0%
Q3 25
9.4%
Q2 25
19.4%
Q1 25
27.5%
38.3%
Q4 24
13.1%
Q3 24
3.0%
Q2 24
16.8%
Capex Intensity
FTDR
FTDR
KIM
KIM
Q1 26
Q4 25
1.4%
0.0%
Q3 25
1.0%
0.0%
Q2 25
1.1%
0.0%
Q1 25
1.6%
3.4%
Q4 24
2.1%
Q3 24
1.7%
Q2 24
2.2%
Cash Conversion
FTDR
FTDR
KIM
KIM
Q1 26
Q4 25
101.00×
1.71×
Q3 25
0.60×
2.41×
Q2 25
1.14×
1.87×
Q1 25
3.35×
1.69×
Q4 24
6.44×
1.44×
Q3 24
0.25×
2.18×
Q2 24
1.12×
2.46×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FTDR
FTDR

Segment breakdown not available.

KIM
KIM

Revenues from rental properties, net$552.8M99%
Management and other fee income$5.2M1%

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