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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and OSI SYSTEMS INC (OSIS). Click either name above to swap in a different company.

OSI SYSTEMS INC is the larger business by last-quarter revenue ($464.1M vs $433.0M, roughly 1.1× Frontdoor, Inc.). OSI SYSTEMS INC runs the higher net margin — 8.3% vs 0.2%, a 8.1% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (13.1% vs 10.5%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $55.5M). Over the past eight quarters, OSI SYSTEMS INC's revenue compounded faster (7.0% CAGR vs -10.6%).

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.

OSI Systems, Inc. is an American company based in California that develops and markets security and inspection systems such as airport security X-ray machines and metal detectors, medical monitoring and anesthesia systems, and optoelectronic devices. As of June 2010, the company employs approximately 3,180 personnel globally and includes subsidiary companies Spacelabs Healthcare, Rapiscan Systems and OSI Optoelectronics.

FTDR vs OSIS — Head-to-Head

Bigger by revenue
OSIS
OSIS
1.1× larger
OSIS
$464.1M
$433.0M
FTDR
Growing faster (revenue YoY)
FTDR
FTDR
+2.5% gap
FTDR
13.1%
10.5%
OSIS
Higher net margin
OSIS
OSIS
8.1% more per $
OSIS
8.3%
0.2%
FTDR
More free cash flow
FTDR
FTDR
$38.5M more FCF
FTDR
$94.0M
$55.5M
OSIS
Faster 2-yr revenue CAGR
OSIS
OSIS
Annualised
OSIS
7.0%
-10.6%
FTDR

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
FTDR
FTDR
OSIS
OSIS
Revenue
$433.0M
$464.1M
Net Profit
$1.0M
$38.7M
Gross Margin
49.2%
32.7%
Operating Margin
12.7%
Net Margin
0.2%
8.3%
Revenue YoY
13.1%
10.5%
Net Profit YoY
2.3%
EPS (diluted)
$0.02
$2.22

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.

Revenue
FTDR
FTDR
OSIS
OSIS
Q1 26
$433.0M
Q4 25
$432.0M
$464.1M
Q3 25
$618.0M
$384.6M
Q2 25
$617.0M
$505.0M
Q1 25
$426.0M
$444.4M
Q4 24
$383.0M
$419.8M
Q3 24
$540.0M
$344.0M
Q2 24
$542.0M
$480.9M
Net Profit
FTDR
FTDR
OSIS
OSIS
Q1 26
$1.0M
Q4 25
$1.0M
$38.7M
Q3 25
$106.0M
$20.6M
Q2 25
$111.0M
$52.7M
Q1 25
$37.0M
$41.1M
Q4 24
$9.0M
$37.8M
Q3 24
$100.0M
$17.9M
Q2 24
$92.0M
$44.7M
Gross Margin
FTDR
FTDR
OSIS
OSIS
Q1 26
49.2%
Q4 25
49.3%
32.7%
Q3 25
57.1%
32.0%
Q2 25
57.7%
33.3%
Q1 25
55.2%
33.8%
Q4 24
48.0%
35.1%
Q3 24
56.7%
35.3%
Q2 24
56.5%
32.1%
Operating Margin
FTDR
FTDR
OSIS
OSIS
Q1 26
Q4 25
0.5%
12.7%
Q3 25
23.0%
8.6%
Q2 25
23.7%
14.5%
Q1 25
11.3%
12.7%
Q4 24
1.6%
13.8%
Q3 24
24.8%
8.8%
Q2 24
22.9%
13.1%
Net Margin
FTDR
FTDR
OSIS
OSIS
Q1 26
0.2%
Q4 25
0.2%
8.3%
Q3 25
17.2%
5.3%
Q2 25
18.0%
10.4%
Q1 25
8.7%
9.3%
Q4 24
2.3%
9.0%
Q3 24
18.5%
5.2%
Q2 24
17.0%
9.3%
EPS (diluted)
FTDR
FTDR
OSIS
OSIS
Q1 26
$0.02
Q4 25
$0.03
$2.22
Q3 25
$1.42
$1.18
Q2 25
$1.48
$3.04
Q1 25
$0.49
$2.40
Q4 24
$0.10
$2.22
Q3 24
$1.30
$1.05
Q2 24
$1.18
$2.57

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FTDR
FTDR
OSIS
OSIS
Cash + ST InvestmentsLiquidity on hand
$566.0M
$336.7M
Total DebtLower is stronger
$1.2B
$1.0B
Stockholders' EquityBook value
$242.0M
$845.5M
Total Assets
$2.1B
$2.5B
Debt / EquityLower = less leverage
4.85×
1.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FTDR
FTDR
OSIS
OSIS
Q1 26
$566.0M
Q4 25
$566.0M
$336.7M
Q3 25
$563.0M
$124.4M
Q2 25
$562.0M
$106.4M
Q1 25
$506.0M
$95.8M
Q4 24
$436.0M
$101.6M
Q3 24
$375.0M
$85.1M
Q2 24
$419.0M
$95.4M
Total Debt
FTDR
FTDR
OSIS
OSIS
Q1 26
$1.2B
Q4 25
$1.1B
$1.0B
Q3 25
$1.2B
$442.2M
Q2 25
$1.2B
$471.6M
Q1 25
$1.2B
$473.2M
Q4 24
$1.2B
$474.8M
Q3 24
$565.0M
$476.3M
Q2 24
$569.0M
$137.6M
Stockholders' Equity
FTDR
FTDR
OSIS
OSIS
Q1 26
$242.0M
Q4 25
$242.0M
$845.5M
Q3 25
$316.0M
$946.0M
Q2 25
$254.0M
$951.1M
Q1 25
$198.0M
$879.3M
Q4 24
$239.0M
$825.8M
Q3 24
$261.0M
$786.5M
Q2 24
$214.0M
$863.5M
Total Assets
FTDR
FTDR
OSIS
OSIS
Q1 26
$2.1B
Q4 25
$2.1B
$2.5B
Q3 25
$2.2B
$2.3B
Q2 25
$2.2B
$2.2B
Q1 25
$2.1B
$2.1B
Q4 24
$2.1B
$2.1B
Q3 24
$1.2B
$2.1B
Q2 24
$1.2B
$1.9B
Debt / Equity
FTDR
FTDR
OSIS
OSIS
Q1 26
4.85×
Q4 25
4.73×
1.19×
Q3 25
3.64×
0.47×
Q2 25
4.56×
0.50×
Q1 25
5.88×
0.54×
Q4 24
4.90×
0.57×
Q3 24
2.16×
0.61×
Q2 24
2.66×
0.16×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
FTDR
FTDR
OSIS
OSIS
Operating Cash FlowLast quarter
$62.2M
Free Cash FlowOCF − Capex
$94.0M
$55.5M
FCF MarginFCF / Revenue
21.7%
12.0%
Capex IntensityCapex / Revenue
1.4%
Cash ConversionOCF / Net Profit
1.61×
TTM Free Cash FlowTrailing 4 quarters
$367.0M
$137.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FTDR
FTDR
OSIS
OSIS
Q1 26
Q4 25
$101.0M
$62.2M
Q3 25
$64.0M
$17.1M
Q2 25
$127.0M
$562.0K
Q1 25
$124.0M
$81.6M
Q4 24
$58.0M
$52.5M
Q3 24
$25.0M
$-37.2M
Q2 24
$103.0M
$-29.0M
Free Cash Flow
FTDR
FTDR
OSIS
OSIS
Q1 26
$94.0M
Q4 25
$95.0M
$55.5M
Q3 25
$58.0M
$10.1M
Q2 25
$120.0M
$-5.6M
Q1 25
$117.0M
$77.1M
Q4 24
$50.0M
$47.1M
Q3 24
$16.0M
$-44.9M
Q2 24
$91.0M
$-37.5M
FCF Margin
FTDR
FTDR
OSIS
OSIS
Q1 26
21.7%
Q4 25
22.0%
12.0%
Q3 25
9.4%
2.6%
Q2 25
19.4%
-1.1%
Q1 25
27.5%
17.4%
Q4 24
13.1%
11.2%
Q3 24
3.0%
-13.0%
Q2 24
16.8%
-7.8%
Capex Intensity
FTDR
FTDR
OSIS
OSIS
Q1 26
Q4 25
1.4%
1.4%
Q3 25
1.0%
1.8%
Q2 25
1.1%
1.2%
Q1 25
1.6%
1.0%
Q4 24
2.1%
1.3%
Q3 24
1.7%
2.2%
Q2 24
2.2%
1.8%
Cash Conversion
FTDR
FTDR
OSIS
OSIS
Q1 26
Q4 25
101.00×
1.61×
Q3 25
0.60×
0.83×
Q2 25
1.14×
0.01×
Q1 25
3.35×
1.98×
Q4 24
6.44×
1.39×
Q3 24
0.25×
-2.07×
Q2 24
1.12×
-0.65×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FTDR
FTDR

Segment breakdown not available.

OSIS
OSIS

Security Division$334.7M72%
Optoelectronics And Manufacturing Division$92.8M20%
Healthcare Division$36.5M8%

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