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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Nutanix, Inc. (NTNX). Click either name above to swap in a different company.
Nutanix, Inc. is the larger business by last-quarter revenue ($670.6M vs $451.0M, roughly 1.5× Frontdoor, Inc.). Nutanix, Inc. runs the higher net margin — 9.3% vs 9.1%, a 0.2% gap on every dollar of revenue. On growth, Nutanix, Inc. posted the faster year-over-year revenue change (13.5% vs 5.9%). Nutanix, Inc. produced more free cash flow last quarter ($174.5M vs $114.0M). Over the past eight quarters, Nutanix, Inc.'s revenue compounded faster (8.9% 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.
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
FTDR vs NTNX — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $670.6M |
| Net Profit | $41.0M | $62.1M |
| Gross Margin | 55.0% | 87.0% |
| Operating Margin | — | 7.4% |
| Net Margin | 9.1% | 9.3% |
| Revenue YoY | 5.9% | 13.5% |
| Net Profit YoY | 10.8% | 107.5% |
| EPS (diluted) | $0.57 | $0.21 |
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 | $670.6M | ||
| Q3 25 | $618.0M | $653.3M | ||
| Q2 25 | $617.0M | $639.0M | ||
| Q1 25 | $426.0M | $654.7M | ||
| Q4 24 | $383.0M | $591.0M | ||
| Q3 24 | $540.0M | $548.0M | ||
| Q2 24 | $542.0M | $524.6M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $62.1M | ||
| Q3 25 | $106.0M | $38.6M | ||
| Q2 25 | $111.0M | $63.4M | ||
| Q1 25 | $37.0M | $56.4M | ||
| Q4 24 | $9.0M | $29.9M | ||
| Q3 24 | $100.0M | $-126.1M | ||
| Q2 24 | $92.0M | $-15.6M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 87.0% | ||
| Q3 25 | 57.1% | 87.2% | ||
| Q2 25 | 57.7% | 87.0% | ||
| Q1 25 | 55.2% | 87.0% | ||
| Q4 24 | 48.0% | 86.0% | ||
| Q3 24 | 56.7% | 85.2% | ||
| Q2 24 | 56.5% | 84.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 7.4% | ||
| Q3 25 | 23.0% | 4.8% | ||
| Q2 25 | 23.7% | 7.6% | ||
| Q1 25 | 11.3% | 10.0% | ||
| Q4 24 | 1.6% | 4.6% | ||
| Q3 24 | 24.8% | -2.2% | ||
| Q2 24 | 22.9% | -2.2% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 9.3% | ||
| Q3 25 | 17.2% | 5.9% | ||
| Q2 25 | 18.0% | 9.9% | ||
| Q1 25 | 8.7% | 8.6% | ||
| Q4 24 | 2.3% | 5.1% | ||
| Q3 24 | 18.5% | -23.0% | ||
| Q2 24 | 17.0% | -3.0% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.21 | ||
| Q3 25 | $1.42 | $0.14 | ||
| Q2 25 | $1.48 | $0.22 | ||
| Q1 25 | $0.49 | $0.19 | ||
| Q4 24 | $0.10 | $0.10 | ||
| Q3 24 | $1.30 | $-0.50 | ||
| Q2 24 | $1.18 | $-0.06 |
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 | $780.4M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $-668.6M |
| Total Assets | $2.2B | $3.3B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $780.4M | ||
| Q3 25 | $563.0M | $769.5M | ||
| Q2 25 | $562.0M | $872.6M | ||
| Q1 25 | $506.0M | $1.1B | ||
| Q4 24 | $436.0M | $716.6M | ||
| Q3 24 | $375.0M | $655.3M | ||
| Q2 24 | $419.0M | $598.0M |
| 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 | $-668.6M | ||
| Q3 25 | $316.0M | $-694.5M | ||
| Q2 25 | $254.0M | $-711.4M | ||
| Q1 25 | $198.0M | $-807.7M | ||
| Q4 24 | $239.0M | $-685.3M | ||
| Q3 24 | $261.0M | $-728.1M | ||
| Q2 24 | $214.0M | $-619.5M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $3.3B | ||
| Q3 25 | $2.2B | $3.3B | ||
| Q2 25 | $2.2B | $3.1B | ||
| Q1 25 | $2.1B | $3.0B | ||
| Q4 24 | $2.1B | $2.2B | ||
| Q3 24 | $1.2B | $2.1B | ||
| Q2 24 | $1.2B | $2.8B |
| 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 | — | $196.8M |
| Free Cash FlowOCF − Capex | $114.0M | $174.5M |
| FCF MarginFCF / Revenue | 25.3% | 26.0% |
| Capex IntensityCapex / Revenue | — | 3.3% |
| Cash ConversionOCF / Net Profit | — | 3.17× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $772.8M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $196.8M | ||
| Q3 25 | $64.0M | $219.5M | ||
| Q2 25 | $127.0M | $218.5M | ||
| Q1 25 | $124.0M | $221.7M | ||
| Q4 24 | $58.0M | $161.8M | ||
| Q3 24 | $25.0M | $244.7M | ||
| Q2 24 | $103.0M | $96.4M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $174.5M | ||
| Q3 25 | $58.0M | $207.8M | ||
| Q2 25 | $120.0M | $203.4M | ||
| Q1 25 | $117.0M | $187.1M | ||
| Q4 24 | $50.0M | $151.9M | ||
| Q3 24 | $16.0M | $224.3M | ||
| Q2 24 | $91.0M | $78.3M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 26.0% | ||
| Q3 25 | 9.4% | 31.8% | ||
| Q2 25 | 19.4% | 31.8% | ||
| Q1 25 | 27.5% | 28.6% | ||
| Q4 24 | 13.1% | 25.7% | ||
| Q3 24 | 3.0% | 40.9% | ||
| Q2 24 | 16.8% | 14.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 3.3% | ||
| Q3 25 | 1.0% | 1.8% | ||
| Q2 25 | 1.1% | 2.4% | ||
| Q1 25 | 1.6% | 5.3% | ||
| Q4 24 | 2.1% | 1.7% | ||
| Q3 24 | 1.7% | 3.7% | ||
| Q2 24 | 2.2% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 3.17× | ||
| Q3 25 | 0.60× | 5.68× | ||
| Q2 25 | 1.14× | 3.45× | ||
| Q1 25 | 3.35× | 3.93× | ||
| Q4 24 | 6.44× | 5.41× | ||
| 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.
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
