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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and ONESPAWORLD HOLDINGS Ltd (OSW). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $242.1M, roughly 1.9× ONESPAWORLD HOLDINGS Ltd). Frontdoor, Inc. runs the higher net margin — 9.1% vs 5.0%, a 4.1% gap on every dollar of revenue. On growth, ONESPAWORLD HOLDINGS Ltd posted the faster year-over-year revenue change (11.5% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $14.9M). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% 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.
FTDR vs OSW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $242.1M |
| Net Profit | $41.0M | $12.1M |
| Gross Margin | 55.0% | — |
| Operating Margin | — | 6.8% |
| Net Margin | 9.1% | 5.0% |
| Revenue YoY | 5.9% | 11.5% |
| Net Profit YoY | 10.8% | -16.2% |
| EPS (diluted) | $0.57 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $618.0M | $258.5M | ||
| Q2 25 | $617.0M | $240.7M | ||
| Q1 25 | $426.0M | $219.6M | ||
| Q4 24 | $383.0M | $217.2M | ||
| Q3 24 | $540.0M | $241.7M | ||
| Q2 24 | $542.0M | $224.9M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $12.1M | ||
| Q3 25 | $106.0M | $24.3M | ||
| Q2 25 | $111.0M | $19.9M | ||
| Q1 25 | $37.0M | $15.3M | ||
| Q4 24 | $9.0M | $14.4M | ||
| Q3 24 | $100.0M | $21.6M | ||
| Q2 24 | $92.0M | $15.8M |
| 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% | 6.8% | ||
| Q3 25 | 23.0% | 10.2% | ||
| Q2 25 | 23.7% | 9.2% | ||
| Q1 25 | 11.3% | 7.7% | ||
| Q4 24 | 1.6% | 7.9% | ||
| Q3 24 | 24.8% | 10.3% | ||
| Q2 24 | 22.9% | 8.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 5.0% | ||
| Q3 25 | 17.2% | 9.4% | ||
| Q2 25 | 18.0% | 8.3% | ||
| Q1 25 | 8.7% | 7.0% | ||
| Q4 24 | 2.3% | 6.6% | ||
| Q3 24 | 18.5% | 8.9% | ||
| Q2 24 | 17.0% | 7.0% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.12 | ||
| Q3 25 | $1.42 | $0.23 | ||
| Q2 25 | $1.48 | $0.19 | ||
| Q1 25 | $0.49 | $0.15 | ||
| Q4 24 | $0.10 | $0.13 | ||
| Q3 24 | $1.30 | $0.20 | ||
| Q2 24 | $1.18 | $0.15 |
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 | $16.3M |
| Total DebtLower is stronger | $1.2B | $84.0M |
| Stockholders' EquityBook value | $230.0M | $542.6M |
| Total Assets | $2.2B | $707.1M |
| Debt / EquityLower = less leverage | 5.07× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $16.3M | ||
| Q3 25 | $563.0M | $29.6M | ||
| Q2 25 | $562.0M | $35.0M | ||
| Q1 25 | $506.0M | $22.6M | ||
| Q4 24 | $436.0M | $57.4M | ||
| Q3 24 | $375.0M | $48.8M | ||
| Q2 24 | $419.0M | $62.5M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $84.0M | ||
| Q3 25 | $1.2B | $85.2M | ||
| Q2 25 | $1.2B | $96.2M | ||
| Q1 25 | $1.2B | $97.4M | ||
| Q4 24 | $1.2B | $98.6M | ||
| Q3 24 | $565.0M | $98.7M | ||
| Q2 24 | $569.0M | $123.8M |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $542.6M | ||
| Q3 25 | $316.0M | $552.8M | ||
| Q2 25 | $254.0M | $548.3M | ||
| Q1 25 | $198.0M | $530.6M | ||
| Q4 24 | $239.0M | $554.5M | ||
| Q3 24 | $261.0M | $540.1M | ||
| Q2 24 | $214.0M | $532.7M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $707.1M | ||
| Q3 25 | $2.2B | $732.6M | ||
| Q2 25 | $2.2B | $731.8M | ||
| Q1 25 | $2.1B | $708.7M | ||
| Q4 24 | $2.1B | $746.4M | ||
| Q3 24 | $1.2B | $734.0M | ||
| Q2 24 | $1.2B | $756.8M |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.15× | ||
| Q3 25 | 3.64× | 0.15× | ||
| Q2 25 | 4.56× | 0.18× | ||
| Q1 25 | 5.88× | 0.18× | ||
| Q4 24 | 4.90× | 0.18× | ||
| Q3 24 | 2.16× | 0.18× | ||
| Q2 24 | 2.66× | 0.23× |
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 | — | $20.0M |
| Free Cash FlowOCF − Capex | $114.0M | $14.9M |
| FCF MarginFCF / Revenue | 25.3% | 6.2% |
| Capex IntensityCapex / Revenue | — | 2.1% |
| Cash ConversionOCF / Net Profit | — | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $20.0M | ||
| Q3 25 | $64.0M | $33.2M | ||
| Q2 25 | $127.0M | $20.3M | ||
| Q1 25 | $124.0M | $10.1M | ||
| Q4 24 | $58.0M | $16.6M | ||
| Q3 24 | $25.0M | $28.6M | ||
| Q2 24 | $103.0M | $18.7M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $14.9M | ||
| Q3 25 | $58.0M | $27.6M | ||
| Q2 25 | $120.0M | $17.6M | ||
| Q1 25 | $117.0M | $8.4M | ||
| Q4 24 | $50.0M | $13.2M | ||
| Q3 24 | $16.0M | $27.5M | ||
| Q2 24 | $91.0M | $17.6M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 6.2% | ||
| Q3 25 | 9.4% | 10.7% | ||
| Q2 25 | 19.4% | 7.3% | ||
| Q1 25 | 27.5% | 3.8% | ||
| Q4 24 | 13.1% | 6.1% | ||
| Q3 24 | 3.0% | 11.4% | ||
| Q2 24 | 16.8% | 7.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.1% | ||
| Q3 25 | 1.0% | 2.2% | ||
| Q2 25 | 1.1% | 1.1% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 2.1% | 1.5% | ||
| Q3 24 | 1.7% | 0.5% | ||
| Q2 24 | 2.2% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.65× | ||
| Q3 25 | 0.60× | 1.36× | ||
| Q2 25 | 1.14× | 1.02× | ||
| Q1 25 | 3.35× | 0.66× | ||
| Q4 24 | 6.44× | 1.15× | ||
| Q3 24 | 0.25× | 1.33× | ||
| Q2 24 | 1.12× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
