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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and NEW JERSEY RESOURCES CORP (NJR). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $440.9M, roughly 1.0× NEW JERSEY RESOURCES CORP). NEW JERSEY RESOURCES CORP runs the higher net margin — 27.8% vs 9.1%, a 18.7% gap on every dollar of revenue. On growth, NEW JERSEY RESOURCES CORP posted the faster year-over-year revenue change (22.8% vs 5.9%). Over the past eight quarters, NEW JERSEY RESOURCES CORP's revenue compounded faster (0.9% 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.
New Jersey Resources is an energy services holding company based in Wall Township, New Jersey. It is a Fortune 1000 company, and a member of the Forbes Platinum 400. New Jersey Natural Gas is its principal subsidiary.
FTDR vs NJR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $440.9M |
| Net Profit | $41.0M | $122.5M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 40.6% |
| Net Margin | 9.1% | 27.8% |
| Revenue YoY | 5.9% | 22.8% |
| Net Profit YoY | 10.8% | -6.7% |
| EPS (diluted) | $0.57 | $1.21 |
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 | $440.9M | ||
| Q3 25 | $618.0M | $188.3M | ||
| Q2 25 | $617.0M | $234.8M | ||
| Q1 25 | $426.0M | $569.2M | ||
| Q4 24 | $383.0M | $359.0M | ||
| Q3 24 | $540.0M | $265.7M | ||
| Q2 24 | $542.0M | $209.9M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $122.5M | ||
| Q3 25 | $106.0M | $15.1M | ||
| Q2 25 | $111.0M | $-15.1M | ||
| Q1 25 | $37.0M | $204.3M | ||
| Q4 24 | $9.0M | $131.3M | ||
| Q3 24 | $100.0M | $91.1M | ||
| Q2 24 | $92.0M | $-11.6M |
| 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% | 40.6% | ||
| Q3 25 | 23.0% | 21.5% | ||
| Q2 25 | 23.7% | -0.5% | ||
| Q1 25 | 11.3% | 49.2% | ||
| Q4 24 | 1.6% | 52.8% | ||
| Q3 24 | 24.8% | 55.0% | ||
| Q2 24 | 22.9% | 2.8% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 27.8% | ||
| Q3 25 | 17.2% | 8.0% | ||
| Q2 25 | 18.0% | -6.4% | ||
| Q1 25 | 8.7% | 35.9% | ||
| Q4 24 | 2.3% | 36.6% | ||
| Q3 24 | 18.5% | 34.3% | ||
| Q2 24 | 17.0% | -5.5% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $1.21 | ||
| Q3 25 | $1.42 | $0.15 | ||
| Q2 25 | $1.48 | $-0.15 | ||
| Q1 25 | $0.49 | $2.02 | ||
| Q4 24 | $0.10 | $1.31 | ||
| Q3 24 | $1.30 | $0.91 | ||
| Q2 24 | $1.18 | $-0.12 |
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 | $2.4M |
| Total DebtLower is stronger | $1.2B | $3.3B |
| Stockholders' EquityBook value | $230.0M | $2.5B |
| Total Assets | $2.2B | $7.9B |
| Debt / EquityLower = less leverage | 5.07× | 1.32× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $2.4M | ||
| Q3 25 | $563.0M | $591.0K | ||
| Q2 25 | $562.0M | $931.0K | ||
| Q1 25 | $506.0M | $83.7M | ||
| Q4 24 | $436.0M | $1.9M | ||
| Q3 24 | $375.0M | $1.0M | ||
| Q2 24 | $419.0M | $22.4M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $3.3B | ||
| Q3 25 | $1.2B | $3.3B | ||
| Q2 25 | $1.2B | $3.0B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.2B | $3.0B | ||
| Q3 24 | $565.0M | $2.9B | ||
| Q2 24 | $569.0M | $2.8B |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $2.5B | ||
| Q3 25 | $316.0M | $2.4B | ||
| Q2 25 | $254.0M | $2.4B | ||
| Q1 25 | $198.0M | $2.5B | ||
| Q4 24 | $239.0M | $2.3B | ||
| Q3 24 | $261.0M | $2.2B | ||
| Q2 24 | $214.0M | $2.1B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $7.9B | ||
| Q3 25 | $2.2B | $7.6B | ||
| Q2 25 | $2.2B | $7.3B | ||
| Q1 25 | $2.1B | $7.3B | ||
| Q4 24 | $2.1B | $7.2B | ||
| Q3 24 | $1.2B | $7.0B | ||
| Q2 24 | $1.2B | $6.8B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 1.32× | ||
| Q3 25 | 3.64× | 1.36× | ||
| Q2 25 | 4.56× | 1.25× | ||
| Q1 25 | 5.88× | 1.20× | ||
| Q4 24 | 4.90× | 1.29× | ||
| Q3 24 | 2.16× | 1.31× | ||
| Q2 24 | 2.66× | 1.30× |
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 | — | $26.7M |
| Free Cash FlowOCF − Capex | $114.0M | — |
| FCF MarginFCF / Revenue | 25.3% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $26.7M | ||
| Q3 25 | $64.0M | $81.2M | ||
| Q2 25 | $127.0M | $-28.9M | ||
| Q1 25 | $124.0M | $423.0M | ||
| Q4 24 | $58.0M | $-9.0M | ||
| Q3 24 | $25.0M | $64.5M | ||
| Q2 24 | $103.0M | $24.3M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | — | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | — | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | — | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | — | ||
| Q2 25 | 1.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 2.1% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 2.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 0.22× | ||
| Q3 25 | 0.60× | 5.39× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | 2.07× | ||
| Q4 24 | 6.44× | -0.07× | ||
| Q3 24 | 0.25× | 0.71× | ||
| 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.
NJR
| Residential | $284.1M | 64% |
| Commercialand Industrial | $53.4M | 12% |
| Firm Transportation | $34.7M | 8% |
| Storage And Transportation ST Segment | $28.1M | 6% |
| Home Services And Other HSO | $16.0M | 4% |
| Energy Services ES Segment | $12.8M | 3% |
| Installationand Maintenance | $6.6M | 1% |
| Electricity | $5.6M | 1% |
| Renewable Energy Certificates | $3.7M | 1% |
| Interruptibleand Offtariff | $2.4M | 1% |
