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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Life Time Group Holdings, Inc. is the larger business by last-quarter revenue ($745.1M vs $433.0M, roughly 1.7× Frontdoor, Inc.). Life Time Group Holdings, Inc. runs the higher net margin — 16.5% vs 0.2%, a 16.3% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 12.3%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs -10.6%).
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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
FTDR vs LTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $433.0M | $745.1M |
| Net Profit | $1.0M | $123.0M |
| Gross Margin | 49.2% | 49.1% |
| Operating Margin | — | 17.4% |
| Net Margin | 0.2% | 16.5% |
| Revenue YoY | 13.1% | 12.3% |
| Net Profit YoY | — | 231.0% |
| EPS (diluted) | $0.02 | $0.55 |
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 | $433.0M | — | ||
| Q4 25 | $432.0M | $745.1M | ||
| Q3 25 | $618.0M | $782.6M | ||
| Q2 25 | $617.0M | $761.5M | ||
| Q1 25 | $426.0M | $706.0M | ||
| Q4 24 | $383.0M | $663.3M | ||
| Q3 24 | $540.0M | $693.2M | ||
| Q2 24 | $542.0M | $667.8M |
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.0M | $123.0M | ||
| Q3 25 | $106.0M | $102.4M | ||
| Q2 25 | $111.0M | $72.1M | ||
| Q1 25 | $37.0M | $76.1M | ||
| Q4 24 | $9.0M | $37.2M | ||
| Q3 24 | $100.0M | $41.4M | ||
| Q2 24 | $92.0M | $52.8M |
| Q1 26 | 49.2% | — | ||
| Q4 25 | 49.3% | 49.1% | ||
| Q3 25 | 57.1% | 47.1% | ||
| Q2 25 | 57.7% | 47.0% | ||
| Q1 25 | 55.2% | 47.5% | ||
| Q4 24 | 48.0% | 48.2% | ||
| Q3 24 | 56.7% | 46.5% | ||
| Q2 24 | 56.5% | 46.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 17.4% | ||
| Q3 25 | 23.0% | 17.3% | ||
| Q2 25 | 23.7% | 14.2% | ||
| Q1 25 | 11.3% | 15.2% | ||
| Q4 24 | 1.6% | 13.1% | ||
| Q3 24 | 24.8% | 13.5% | ||
| Q2 24 | 22.9% | 15.7% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 16.5% | ||
| Q3 25 | 17.2% | 13.1% | ||
| Q2 25 | 18.0% | 9.5% | ||
| Q1 25 | 8.7% | 10.8% | ||
| Q4 24 | 2.3% | 5.6% | ||
| Q3 24 | 18.5% | 6.0% | ||
| Q2 24 | 17.0% | 7.9% |
| Q1 26 | $0.02 | — | ||
| Q4 25 | $0.03 | $0.55 | ||
| Q3 25 | $1.42 | $0.45 | ||
| Q2 25 | $1.48 | $0.32 | ||
| Q1 25 | $0.49 | $0.34 | ||
| Q4 24 | $0.10 | $0.17 | ||
| Q3 24 | $1.30 | $0.19 | ||
| Q2 24 | $1.18 | $0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | $204.8M |
| Total DebtLower is stronger | $1.2B | $1.5B |
| Stockholders' EquityBook value | $242.0M | $3.1B |
| Total Assets | $2.1B | $8.0B |
| Debt / EquityLower = less leverage | 4.85× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $204.8M | ||
| Q3 25 | $563.0M | $218.9M | ||
| Q2 25 | $562.0M | $175.5M | ||
| Q1 25 | $506.0M | $59.0M | ||
| Q4 24 | $436.0M | $10.9M | ||
| Q3 24 | $375.0M | $120.9M | ||
| Q2 24 | $419.0M | $34.5M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $1.5B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.2B | $1.5B | ||
| Q4 24 | $1.2B | $1.5B | ||
| Q3 24 | $565.0M | $1.7B | ||
| Q2 24 | $569.0M | $1.8B |
| Q1 26 | $242.0M | — | ||
| Q4 25 | $242.0M | $3.1B | ||
| Q3 25 | $316.0M | $3.0B | ||
| Q2 25 | $254.0M | $2.9B | ||
| Q1 25 | $198.0M | $2.7B | ||
| Q4 24 | $239.0M | $2.6B | ||
| Q3 24 | $261.0M | $2.6B | ||
| Q2 24 | $214.0M | $2.4B |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $8.0B | ||
| Q3 25 | $2.2B | $7.8B | ||
| Q2 25 | $2.2B | $7.6B | ||
| Q1 25 | $2.1B | $7.3B | ||
| Q4 24 | $2.1B | $7.2B | ||
| Q3 24 | $1.2B | $7.2B | ||
| Q2 24 | $1.2B | $7.1B |
| Q1 26 | 4.85× | — | ||
| Q4 25 | 4.73× | 0.48× | ||
| Q3 25 | 3.64× | 0.51× | ||
| Q2 25 | 4.56× | 0.53× | ||
| Q1 25 | 5.88× | 0.56× | ||
| Q4 24 | 4.90× | 0.59× | ||
| Q3 24 | 2.16× | 0.64× | ||
| Q2 24 | 2.66× | 0.78× |
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 | — | $239.9M |
| Free Cash FlowOCF − Capex | $94.0M | $-64.6M |
| FCF MarginFCF / Revenue | 21.7% | -8.7% |
| Capex IntensityCapex / Revenue | — | 40.9% |
| Cash ConversionOCF / Net Profit | — | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $367.0M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $239.9M | ||
| Q3 25 | $64.0M | $251.1M | ||
| Q2 25 | $127.0M | $195.7M | ||
| Q1 25 | $124.0M | $183.9M | ||
| Q4 24 | $58.0M | $163.1M | ||
| Q3 24 | $25.0M | $151.1M | ||
| Q2 24 | $103.0M | $170.4M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $95.0M | $-64.6M | ||
| Q3 25 | $58.0M | $28.6M | ||
| Q2 25 | $120.0M | $-26.3M | ||
| Q1 25 | $117.0M | $41.4M | ||
| Q4 24 | $50.0M | $26.8M | ||
| Q3 24 | $16.0M | $64.0M | ||
| Q2 24 | $91.0M | $26.1M |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 22.0% | -8.7% | ||
| Q3 25 | 9.4% | 3.7% | ||
| Q2 25 | 19.4% | -3.5% | ||
| Q1 25 | 27.5% | 5.9% | ||
| Q4 24 | 13.1% | 4.0% | ||
| Q3 24 | 3.0% | 9.2% | ||
| Q2 24 | 16.8% | 3.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 40.9% | ||
| Q3 25 | 1.0% | 28.4% | ||
| Q2 25 | 1.1% | 29.2% | ||
| Q1 25 | 1.6% | 20.2% | ||
| Q4 24 | 2.1% | 20.6% | ||
| Q3 24 | 1.7% | 12.6% | ||
| Q2 24 | 2.2% | 21.6% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.95× | ||
| Q3 25 | 0.60× | 2.45× | ||
| Q2 25 | 1.14× | 2.71× | ||
| Q1 25 | 3.35× | 2.41× | ||
| Q4 24 | 6.44× | 4.39× | ||
| Q3 24 | 0.25× | 3.65× | ||
| Q2 24 | 1.12× | 3.23× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
