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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $451.0M, roughly 1.7× Frontdoor, Inc.). Noble Corp plc runs the higher net margin — 11.3% vs 9.1%, a 2.2% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs -17.6%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
FTDR vs NE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $764.4M |
| Net Profit | $41.0M | $86.6M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 5.6% |
| Net Margin | 9.1% | 11.3% |
| Revenue YoY | 5.9% | -17.6% |
| Net Profit YoY | 10.8% | -10.4% |
| EPS (diluted) | $0.57 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $618.0M | $798.0M | ||
| Q2 25 | $617.0M | $848.7M | ||
| Q1 25 | $426.0M | $874.5M | ||
| Q4 24 | $383.0M | $927.3M | ||
| Q3 24 | $540.0M | $800.5M | ||
| Q2 24 | $542.0M | $692.8M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $86.6M | ||
| Q3 25 | $106.0M | $-21.1M | ||
| Q2 25 | $111.0M | $42.9M | ||
| Q1 25 | $37.0M | $108.3M | ||
| Q4 24 | $9.0M | $96.6M | ||
| Q3 24 | $100.0M | $61.2M | ||
| Q2 24 | $92.0M | $195.0M |
| 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 | — | — | ||
| Q4 25 | 0.5% | 5.6% | ||
| Q3 25 | 23.0% | 6.3% | ||
| Q2 25 | 23.7% | 15.9% | ||
| Q1 25 | 11.3% | 21.4% | ||
| Q4 24 | 1.6% | 18.4% | ||
| Q3 24 | 24.8% | 14.4% | ||
| Q2 24 | 22.9% | 30.3% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 11.3% | ||
| Q3 25 | 17.2% | -2.6% | ||
| Q2 25 | 18.0% | 5.1% | ||
| Q1 25 | 8.7% | 12.4% | ||
| Q4 24 | 2.3% | 10.4% | ||
| Q3 24 | 18.5% | 7.6% | ||
| Q2 24 | 17.0% | 28.1% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.54 | ||
| Q3 25 | $1.42 | $-0.13 | ||
| Q2 25 | $1.48 | $0.27 | ||
| Q1 25 | $0.49 | $0.67 | ||
| Q4 24 | $0.10 | $0.56 | ||
| Q3 24 | $1.30 | $0.40 | ||
| Q2 24 | $1.18 | $1.34 |
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 | $471.4M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $4.5B |
| Total Assets | $2.2B | $7.5B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $471.4M | ||
| Q3 25 | $563.0M | $477.9M | ||
| Q2 25 | $562.0M | $338.2M | ||
| Q1 25 | $506.0M | $303.8M | ||
| Q4 24 | $436.0M | $247.3M | ||
| Q3 24 | $375.0M | $391.9M | ||
| Q2 24 | $419.0M | $162.9M |
| 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 | $4.5B | ||
| Q3 25 | $316.0M | $4.5B | ||
| Q2 25 | $254.0M | $4.6B | ||
| Q1 25 | $198.0M | $4.7B | ||
| Q4 24 | $239.0M | $4.7B | ||
| Q3 24 | $261.0M | $4.7B | ||
| Q2 24 | $214.0M | $4.0B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $7.5B | ||
| Q3 25 | $2.2B | $7.6B | ||
| Q2 25 | $2.2B | $7.7B | ||
| Q1 25 | $2.1B | $7.9B | ||
| Q4 24 | $2.1B | $8.0B | ||
| Q3 24 | $1.2B | $8.0B | ||
| Q2 24 | $1.2B | $5.6B |
| 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 | — | $187.1M |
| Free Cash FlowOCF − Capex | $114.0M | $35.4M |
| FCF MarginFCF / Revenue | 25.3% | 4.6% |
| Capex IntensityCapex / Revenue | — | 19.9% |
| Cash ConversionOCF / Net Profit | — | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $187.1M | ||
| Q3 25 | $64.0M | $277.1M | ||
| Q2 25 | $127.0M | $216.4M | ||
| Q1 25 | $124.0M | $271.1M | ||
| Q4 24 | $58.0M | $136.2M | ||
| Q3 24 | $25.0M | $283.8M | ||
| Q2 24 | $103.0M | $106.8M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $35.4M | ||
| Q3 25 | $58.0M | $139.5M | ||
| Q2 25 | $120.0M | $99.8M | ||
| Q1 25 | $117.0M | $157.5M | ||
| Q4 24 | $50.0M | $-4.4M | ||
| Q3 24 | $16.0M | $156.8M | ||
| Q2 24 | $91.0M | $-34.3M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 4.6% | ||
| Q3 25 | 9.4% | 17.5% | ||
| Q2 25 | 19.4% | 11.8% | ||
| Q1 25 | 27.5% | 18.0% | ||
| Q4 24 | 13.1% | -0.5% | ||
| Q3 24 | 3.0% | 19.6% | ||
| Q2 24 | 16.8% | -4.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 19.9% | ||
| Q3 25 | 1.0% | 17.3% | ||
| Q2 25 | 1.1% | 13.7% | ||
| Q1 25 | 1.6% | 13.0% | ||
| Q4 24 | 2.1% | 15.2% | ||
| Q3 24 | 1.7% | 15.9% | ||
| Q2 24 | 2.2% | 20.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 2.16× | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | 5.05× | ||
| Q1 25 | 3.35× | 2.50× | ||
| Q4 24 | 6.44× | 1.41× | ||
| Q3 24 | 0.25× | 4.64× | ||
| Q2 24 | 1.12× | 0.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
