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

Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $451.0M, roughly 1.2× Frontdoor, Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 5.9%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.

Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.

FTDR vs MBLY — Head-to-Head

Bigger by revenue
MBLY
MBLY
1.2× larger
MBLY
$558.0M
$451.0M
FTDR
Growing faster (revenue YoY)
MBLY
MBLY
+21.5% gap
MBLY
27.4%
5.9%
FTDR
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
12.7%
-8.8%
FTDR

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
FTDR
FTDR
MBLY
MBLY
Revenue
$451.0M
$558.0M
Net Profit
$41.0M
Gross Margin
55.0%
49.3%
Operating Margin
-647.5%
Net Margin
9.1%
Revenue YoY
5.9%
27.4%
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.

Revenue
FTDR
FTDR
MBLY
MBLY
Q1 26
$451.0M
$558.0M
Q4 25
$432.0M
$446.0M
Q3 25
$618.0M
$504.0M
Q2 25
$617.0M
$506.0M
Q1 25
$426.0M
$438.0M
Q4 24
$383.0M
$490.0M
Q3 24
$540.0M
$486.0M
Q2 24
$542.0M
$439.0M
Net Profit
FTDR
FTDR
MBLY
MBLY
Q1 26
$41.0M
Q4 25
$1.0M
$-127.0M
Q3 25
$106.0M
$-96.0M
Q2 25
$111.0M
$-67.0M
Q1 25
$37.0M
$-102.0M
Q4 24
$9.0M
$-71.0M
Q3 24
$100.0M
$-2.7B
Q2 24
$92.0M
$-86.0M
Gross Margin
FTDR
FTDR
MBLY
MBLY
Q1 26
55.0%
49.3%
Q4 25
49.3%
45.3%
Q3 25
57.1%
48.2%
Q2 25
57.7%
49.8%
Q1 25
55.2%
47.3%
Q4 24
48.0%
49.2%
Q3 24
56.7%
48.8%
Q2 24
56.5%
47.6%
Operating Margin
FTDR
FTDR
MBLY
MBLY
Q1 26
-647.5%
Q4 25
0.5%
-31.4%
Q3 25
23.0%
-21.6%
Q2 25
23.7%
-14.6%
Q1 25
11.3%
-26.7%
Q4 24
1.6%
-17.6%
Q3 24
24.8%
-577.6%
Q2 24
22.9%
-21.4%
Net Margin
FTDR
FTDR
MBLY
MBLY
Q1 26
9.1%
Q4 25
0.2%
-28.5%
Q3 25
17.2%
-19.0%
Q2 25
18.0%
-13.2%
Q1 25
8.7%
-23.3%
Q4 24
2.3%
-14.5%
Q3 24
18.5%
-558.6%
Q2 24
17.0%
-19.6%
EPS (diluted)
FTDR
FTDR
MBLY
MBLY
Q1 26
$0.57
Q4 25
$0.03
$-0.15
Q3 25
$1.42
$-0.12
Q2 25
$1.48
$-0.08
Q1 25
$0.49
$-0.13
Q4 24
$0.10
$-0.09
Q3 24
$1.30
$-3.35
Q2 24
$1.18
$-0.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FTDR
FTDR
MBLY
MBLY
Cash + ST InvestmentsLiquidity on hand
$603.0M
$1.2B
Total DebtLower is stronger
$1.2B
Stockholders' EquityBook value
$230.0M
$8.2B
Total Assets
$2.2B
$8.7B
Debt / EquityLower = less leverage
5.07×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTDR
FTDR
MBLY
MBLY
Q1 26
$603.0M
$1.2B
Q4 25
$566.0M
$1.8B
Q3 25
$563.0M
$1.7B
Q2 25
$562.0M
$1.7B
Q1 25
$506.0M
$1.5B
Q4 24
$436.0M
$1.4B
Q3 24
$375.0M
$1.3B
Q2 24
$419.0M
$1.2B
Total Debt
FTDR
FTDR
MBLY
MBLY
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
Stockholders' Equity
FTDR
FTDR
MBLY
MBLY
Q1 26
$230.0M
$8.2B
Q4 25
$242.0M
$11.9B
Q3 25
$316.0M
$11.9B
Q2 25
$254.0M
$12.1B
Q1 25
$198.0M
$12.0B
Q4 24
$239.0M
$12.1B
Q3 24
$261.0M
$12.1B
Q2 24
$214.0M
$14.7B
Total Assets
FTDR
FTDR
MBLY
MBLY
Q1 26
$2.2B
$8.7B
Q4 25
$2.1B
$12.5B
Q3 25
$2.2B
$12.5B
Q2 25
$2.2B
$12.6B
Q1 25
$2.1B
$12.5B
Q4 24
$2.1B
$12.6B
Q3 24
$1.2B
$12.6B
Q2 24
$1.2B
$15.3B
Debt / Equity
FTDR
FTDR
MBLY
MBLY
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
FTDR
FTDR
MBLY
MBLY
Operating Cash FlowLast quarter
$75.0M
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
MBLY
MBLY
Q1 26
$75.0M
Q4 25
$101.0M
$113.0M
Q3 25
$64.0M
$167.0M
Q2 25
$127.0M
$213.0M
Q1 25
$124.0M
$109.0M
Q4 24
$58.0M
$204.0M
Q3 24
$25.0M
$126.0M
Q2 24
$103.0M
$30.0M
Free Cash Flow
FTDR
FTDR
MBLY
MBLY
Q1 26
$114.0M
Q4 25
$95.0M
$86.0M
Q3 25
$58.0M
$143.0M
Q2 25
$120.0M
$199.0M
Q1 25
$117.0M
$95.0M
Q4 24
$50.0M
$191.0M
Q3 24
$16.0M
$104.0M
Q2 24
$91.0M
$6.0M
FCF Margin
FTDR
FTDR
MBLY
MBLY
Q1 26
25.3%
Q4 25
22.0%
19.3%
Q3 25
9.4%
28.4%
Q2 25
19.4%
39.3%
Q1 25
27.5%
21.7%
Q4 24
13.1%
39.0%
Q3 24
3.0%
21.4%
Q2 24
16.8%
1.4%
Capex Intensity
FTDR
FTDR
MBLY
MBLY
Q1 26
Q4 25
1.4%
6.1%
Q3 25
1.0%
4.8%
Q2 25
1.1%
2.8%
Q1 25
1.6%
3.2%
Q4 24
2.1%
2.7%
Q3 24
1.7%
4.5%
Q2 24
2.2%
5.5%
Cash Conversion
FTDR
FTDR
MBLY
MBLY
Q1 26
Q4 25
101.00×
Q3 25
0.60×
Q2 25
1.14×
Q1 25
3.35×
Q4 24
6.44×
Q3 24
0.25×
Q2 24
1.12×

Financial Flow Comparison

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

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