vs
Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and OMEGA HEALTHCARE INVESTORS INC (OHI). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($432.0M vs $323.0M, roughly 1.3× OMEGA HEALTHCARE INVESTORS INC). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 0.2%, a 48.9% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 12.8%). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (13.0% CAGR vs 6.9%).
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.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
FTDR vs OHI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $432.0M | $323.0M |
| Net Profit | $1.0M | $158.6M |
| Gross Margin | 49.3% | — |
| Operating Margin | 0.5% | — |
| Net Margin | 0.2% | 49.1% |
| Revenue YoY | 12.8% | 16.7% |
| Net Profit YoY | -88.9% | 41.5% |
| EPS (diluted) | $0.03 | — |
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 | — | $323.0M | ||
| Q4 25 | $432.0M | $319.2M | ||
| Q3 25 | $618.0M | $311.6M | ||
| Q2 25 | $617.0M | $282.5M | ||
| Q1 25 | $426.0M | $276.8M | ||
| Q4 24 | $383.0M | $279.3M | ||
| Q3 24 | $540.0M | $276.0M | ||
| Q2 24 | $542.0M | $252.7M |
| Q1 26 | — | $158.6M | ||
| Q4 25 | $1.0M | $172.0M | ||
| Q3 25 | $106.0M | $179.7M | ||
| Q2 25 | $111.0M | $136.6M | ||
| Q1 25 | $37.0M | $109.0M | ||
| Q4 24 | $9.0M | $116.5M | ||
| Q3 24 | $100.0M | $111.8M | ||
| Q2 24 | $92.0M | $113.9M |
| Q1 26 | — | — | ||
| 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% | 53.7% | ||
| Q3 25 | 23.0% | 61.4% | ||
| Q2 25 | 23.7% | 52.1% | ||
| Q1 25 | 11.3% | 41.4% | ||
| Q4 24 | 1.6% | 42.5% | ||
| Q3 24 | 24.8% | 40.3% | ||
| Q2 24 | 22.9% | 47.1% |
| Q1 26 | — | 49.1% | ||
| Q4 25 | 0.2% | 53.9% | ||
| Q3 25 | 17.2% | 57.7% | ||
| Q2 25 | 18.0% | 48.4% | ||
| Q1 25 | 8.7% | 39.4% | ||
| Q4 24 | 2.3% | 41.7% | ||
| Q3 24 | 18.5% | 40.5% | ||
| Q2 24 | 17.0% | 45.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.03 | $0.56 | ||
| Q3 25 | $1.42 | $0.59 | ||
| Q2 25 | $1.48 | $0.46 | ||
| Q1 25 | $0.49 | $0.33 | ||
| Q4 24 | $0.10 | $0.41 | ||
| Q3 24 | $1.30 | $0.42 | ||
| Q2 24 | $1.18 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | $26.1M |
| Total DebtLower is stronger | $1.1B | — |
| Stockholders' EquityBook value | $242.0M | $5.2B |
| Total Assets | $2.1B | $10.2B |
| Debt / EquityLower = less leverage | 4.73× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $26.1M | ||
| Q4 25 | $566.0M | $27.0M | ||
| Q3 25 | $563.0M | $737.2M | ||
| Q2 25 | $562.0M | $734.2M | ||
| Q1 25 | $506.0M | $368.0M | ||
| Q4 24 | $436.0M | $518.3M | ||
| Q3 24 | $375.0M | $342.4M | ||
| Q2 24 | $419.0M | $35.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $4.3B | ||
| Q3 25 | $1.2B | $5.0B | ||
| Q2 25 | $1.2B | $5.0B | ||
| Q1 25 | $1.2B | $4.4B | ||
| Q4 24 | $1.2B | $4.8B | ||
| Q3 24 | $565.0M | $4.9B | ||
| Q2 24 | $569.0M | $4.7B |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $242.0M | $5.2B | ||
| Q3 25 | $316.0M | $5.0B | ||
| Q2 25 | $254.0M | $5.0B | ||
| Q1 25 | $198.0M | $4.7B | ||
| Q4 24 | $239.0M | $4.5B | ||
| Q3 24 | $261.0M | $4.2B | ||
| Q2 24 | $214.0M | $3.7B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $2.1B | $10.0B | ||
| Q3 25 | $2.2B | $10.6B | ||
| Q2 25 | $2.2B | $10.5B | ||
| Q1 25 | $2.1B | $9.7B | ||
| Q4 24 | $2.1B | $9.9B | ||
| Q3 24 | $1.2B | $9.6B | ||
| Q2 24 | $1.2B | $8.8B |
| Q1 26 | — | — | ||
| Q4 25 | 4.73× | 0.82× | ||
| Q3 25 | 3.64× | 0.99× | ||
| Q2 25 | 4.56× | 1.00× | ||
| Q1 25 | 5.88× | 0.94× | ||
| Q4 24 | 4.90× | 1.07× | ||
| Q3 24 | 2.16× | 1.15× | ||
| Q2 24 | 2.66× | 1.26× |
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 | $101.0M | — |
| Free Cash FlowOCF − Capex | $95.0M | — |
| FCF MarginFCF / Revenue | 22.0% | — |
| Capex IntensityCapex / Revenue | 1.4% | — |
| Cash ConversionOCF / Net Profit | 101.00× | — |
| TTM Free Cash FlowTrailing 4 quarters | $390.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $878.6M | ||
| Q3 25 | $64.0M | $226.7M | ||
| Q2 25 | $127.0M | $239.3M | ||
| Q1 25 | $124.0M | $182.0M | ||
| Q4 24 | $58.0M | $749.4M | ||
| Q3 24 | $25.0M | $184.9M | ||
| Q2 24 | $103.0M | $184.1M |
| Q1 26 | — | — | ||
| Q4 25 | $95.0M | $797.7M | ||
| Q3 25 | $58.0M | $205.5M | ||
| Q2 25 | $120.0M | $226.5M | ||
| Q1 25 | $117.0M | $161.8M | ||
| Q4 24 | $50.0M | $711.7M | ||
| Q3 24 | $16.0M | $176.6M | ||
| Q2 24 | $91.0M | $177.0M |
| Q1 26 | — | — | ||
| Q4 25 | 22.0% | 249.9% | ||
| Q3 25 | 9.4% | 65.9% | ||
| Q2 25 | 19.4% | 80.2% | ||
| Q1 25 | 27.5% | 58.4% | ||
| Q4 24 | 13.1% | 254.8% | ||
| Q3 24 | 3.0% | 64.0% | ||
| Q2 24 | 16.8% | 70.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 25.3% | ||
| Q3 25 | 1.0% | 6.8% | ||
| Q2 25 | 1.1% | 4.5% | ||
| Q1 25 | 1.6% | 7.3% | ||
| Q4 24 | 2.1% | 13.5% | ||
| Q3 24 | 1.7% | 3.0% | ||
| Q2 24 | 2.2% | 2.8% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 5.11× | ||
| Q3 25 | 0.60× | 1.26× | ||
| Q2 25 | 1.14× | 1.75× | ||
| Q1 25 | 3.35× | 1.67× | ||
| Q4 24 | 6.44× | 6.43× | ||
| Q3 24 | 0.25× | 1.65× | ||
| Q2 24 | 1.12× | 1.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
| Renewals | $332.0M | 77% |
| Other | $43.0M | 10% |
| Direct To Consumer Home Service Plan Contracts | $30.0M | 7% |
| Real Estate Home Service Plan Contracts | $27.0M | 6% |
OHI
| Rental income | $266.9M | 83% |
| Other | $45.2M | 14% |
| Resident fees and services | $6.7M | 2% |
| Real estate tax and ground lease income | $3.8M | 1% |
| Miscellaneous income | $526.0K | 0% |
