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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $425.9M, roughly 1.1× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 9.1%, a 26.6% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 1.7%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (12.1% 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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
FTDR vs NFG — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $425.9M |
| Net Profit | $41.0M | $152.0M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 81.5% |
| Net Margin | 9.1% | 35.7% |
| Revenue YoY | 5.9% | 1.7% |
| Net Profit YoY | 10.8% | — |
| EPS (diluted) | $0.57 | $1.59 |
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 | $425.9M | ||
| Q4 25 | $432.0M | $637.9M | ||
| Q3 25 | $618.0M | $443.1M | ||
| Q2 25 | $617.0M | $527.4M | ||
| Q1 25 | $426.0M | $734.8M | ||
| Q4 24 | $383.0M | $513.8M | ||
| Q3 24 | $540.0M | $310.0M | ||
| Q2 24 | $542.0M | $338.6M |
| Q1 26 | $41.0M | $152.0M | ||
| Q4 25 | $1.0M | $181.6M | ||
| Q3 25 | $106.0M | $107.3M | ||
| Q2 25 | $111.0M | $149.8M | ||
| Q1 25 | $37.0M | $216.4M | ||
| Q4 24 | $9.0M | $45.0M | ||
| Q3 24 | $100.0M | $-167.6M | ||
| Q2 24 | $92.0M | $-54.2M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 86.6% | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | 94.7% | ||
| Q1 25 | 55.2% | 81.6% | ||
| Q4 24 | 48.0% | 87.3% | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | 98.5% |
| Q1 26 | — | 81.5% | ||
| Q4 25 | 0.5% | 43.3% | ||
| Q3 25 | 23.0% | 40.6% | ||
| Q2 25 | 23.7% | 43.7% | ||
| Q1 25 | 11.3% | 43.2% | ||
| Q4 24 | 1.6% | 16.8% | ||
| Q3 24 | 24.8% | -63.4% | ||
| Q2 24 | 22.9% | -15.2% |
| Q1 26 | 9.1% | 35.7% | ||
| Q4 25 | 0.2% | 28.5% | ||
| Q3 25 | 17.2% | 24.2% | ||
| Q2 25 | 18.0% | 28.4% | ||
| Q1 25 | 8.7% | 29.4% | ||
| Q4 24 | 2.3% | 8.8% | ||
| Q3 24 | 18.5% | -54.1% | ||
| Q2 24 | 17.0% | -16.0% |
| Q1 26 | $0.57 | $1.59 | ||
| Q4 25 | $0.03 | $1.98 | ||
| Q3 25 | $1.42 | $1.18 | ||
| Q2 25 | $1.48 | $1.64 | ||
| Q1 25 | $0.49 | $2.37 | ||
| Q4 24 | $0.10 | $0.49 | ||
| Q3 24 | $1.30 | $-1.81 | ||
| Q2 24 | $1.18 | $-0.59 |
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 | $300.0M |
| Stockholders' EquityBook value | $230.0M | — |
| Total Assets | $2.2B | $9.1B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $271.4M | ||
| Q3 25 | $563.0M | $43.2M | ||
| Q2 25 | $562.0M | $39.3M | ||
| Q1 25 | $506.0M | $40.0M | ||
| Q4 24 | $436.0M | $48.7M | ||
| Q3 24 | $375.0M | $38.2M | ||
| Q2 24 | $419.0M | $81.4M |
| Q1 26 | $1.2B | $300.0M | ||
| Q4 25 | $1.1B | $2.7B | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.2B | $2.7B | ||
| Q1 25 | $1.2B | $2.7B | ||
| Q4 24 | $1.2B | $2.7B | ||
| Q3 24 | $565.0M | $2.7B | ||
| Q2 24 | $569.0M | $2.7B |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $3.6B | ||
| Q3 25 | $316.0M | $3.1B | ||
| Q2 25 | $254.0M | $3.0B | ||
| Q1 25 | $198.0M | $2.8B | ||
| Q4 24 | $239.0M | $-76.2M | ||
| Q3 24 | $261.0M | $-15.5M | ||
| Q2 24 | $214.0M | $5.0M |
| Q1 26 | $2.2B | $9.1B | ||
| Q4 25 | $2.1B | $9.2B | ||
| Q3 25 | $2.2B | $8.7B | ||
| Q2 25 | $2.2B | $8.4B | ||
| Q1 25 | $2.1B | $8.5B | ||
| Q4 24 | $2.1B | $8.3B | ||
| Q3 24 | $1.2B | $8.3B | ||
| Q2 24 | $1.2B | $8.5B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.75× | ||
| Q3 25 | 3.64× | 0.87× | ||
| Q2 25 | 4.56× | 0.90× | ||
| Q1 25 | 5.88× | 0.99× | ||
| Q4 24 | 4.90× | — | ||
| Q3 24 | 2.16× | — | ||
| Q2 24 | 2.66× | 532.10× |
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 | — | $657.3M |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | 117.0% |
| Cash ConversionOCF / Net Profit | — | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $657.3M | ||
| Q4 25 | $101.0M | $274.9M | ||
| Q3 25 | $64.0M | $237.8M | ||
| Q2 25 | $127.0M | $388.4M | ||
| Q1 25 | $124.0M | $253.8M | ||
| Q4 24 | $58.0M | $220.1M | ||
| Q3 24 | $25.0M | $197.9M | ||
| Q2 24 | $103.0M | $281.8M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-2.7M | ||
| Q3 25 | $58.0M | $-47.8M | ||
| Q2 25 | $120.0M | $195.3M | ||
| Q1 25 | $117.0M | $59.9M | ||
| Q4 24 | $50.0M | $-20.3M | ||
| Q3 24 | $16.0M | $-49.1M | ||
| Q2 24 | $91.0M | $79.5M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -0.4% | ||
| Q3 25 | 9.4% | -10.8% | ||
| Q2 25 | 19.4% | 37.0% | ||
| Q1 25 | 27.5% | 8.2% | ||
| Q4 24 | 13.1% | -4.0% | ||
| Q3 24 | 3.0% | -15.8% | ||
| Q2 24 | 16.8% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 1.4% | 43.5% | ||
| Q3 25 | 1.0% | 64.4% | ||
| Q2 25 | 1.1% | 36.6% | ||
| Q1 25 | 1.6% | 26.4% | ||
| Q4 24 | 2.1% | 46.8% | ||
| Q3 24 | 1.7% | 79.7% | ||
| Q2 24 | 2.2% | 59.7% |
| Q1 26 | — | 4.32× | ||
| Q4 25 | 101.00× | 1.51× | ||
| Q3 25 | 0.60× | 2.21× | ||
| Q2 25 | 1.14× | 2.59× | ||
| Q1 25 | 3.35× | 1.17× | ||
| Q4 24 | 6.44× | 4.89× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
