vs
Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and POTLATCHDELTIC CORP (PCH). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $314.2M, roughly 1.4× POTLATCHDELTIC CORP). Frontdoor, Inc. runs the higher net margin — 9.1% vs 8.2%, a 0.8% gap on every dollar of revenue. On growth, POTLATCHDELTIC CORP posted the faster year-over-year revenue change (23.1% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $50.1M). Over the past eight quarters, POTLATCHDELTIC CORP's revenue compounded faster (11.1% 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.
POTLATCHDELTIC CORPPCHEarnings & Financial Report
PotlatchDeltic Corporation is an American diversified forest products company based in Spokane, Washington.
FTDR vs PCH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $314.2M |
| Net Profit | $41.0M | $25.9M |
| Gross Margin | 55.0% | 18.2% |
| Operating Margin | — | 11.2% |
| Net Margin | 9.1% | 8.2% |
| Revenue YoY | 5.9% | 23.1% |
| Net Profit YoY | 10.8% | 682.5% |
| EPS (diluted) | $0.57 | $0.33 |
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 | — | ||
| Q3 25 | $618.0M | $314.2M | ||
| Q2 25 | $617.0M | $275.0M | ||
| Q1 25 | $426.0M | $268.3M | ||
| Q4 24 | $383.0M | $258.1M | ||
| Q3 24 | $540.0M | $255.1M | ||
| Q2 24 | $542.0M | $320.7M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $106.0M | $25.9M | ||
| Q2 25 | $111.0M | $7.4M | ||
| Q1 25 | $37.0M | $25.8M | ||
| Q4 24 | $9.0M | $5.2M | ||
| Q3 24 | $100.0M | $3.3M | ||
| Q2 24 | $92.0M | $13.7M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | 18.2% | ||
| Q2 25 | 57.7% | 13.0% | ||
| Q1 25 | 55.2% | 17.8% | ||
| Q4 24 | 48.0% | 13.4% | ||
| Q3 24 | 56.7% | 10.8% | ||
| Q2 24 | 56.5% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | — | ||
| Q3 25 | 23.0% | 11.2% | ||
| Q2 25 | 23.7% | 5.0% | ||
| Q1 25 | 11.3% | 10.3% | ||
| Q4 24 | 1.6% | 5.2% | ||
| Q3 24 | 24.8% | 2.8% | ||
| Q2 24 | 22.9% | 5.4% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 17.2% | 8.2% | ||
| Q2 25 | 18.0% | 2.7% | ||
| Q1 25 | 8.7% | 9.6% | ||
| Q4 24 | 2.3% | 2.0% | ||
| Q3 24 | 18.5% | 1.3% | ||
| Q2 24 | 17.0% | 4.3% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | — | ||
| Q3 25 | $1.42 | $0.33 | ||
| Q2 25 | $1.48 | $0.09 | ||
| Q1 25 | $0.49 | $0.33 | ||
| Q4 24 | $0.10 | $0.07 | ||
| Q3 24 | $1.30 | $0.04 | ||
| Q2 24 | $1.18 | $0.17 |
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 | $88.8M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $1.9B |
| Total Assets | $2.2B | $3.2B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | — | ||
| Q3 25 | $563.0M | $88.8M | ||
| Q2 25 | $562.0M | $95.3M | ||
| Q1 25 | $506.0M | $147.5M | ||
| Q4 24 | $436.0M | $151.6M | ||
| Q3 24 | $375.0M | $161.1M | ||
| Q2 24 | $419.0M | $199.7M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $1.0B | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | — | ||
| Q3 25 | $316.0M | $1.9B | ||
| Q2 25 | $254.0M | $1.9B | ||
| Q1 25 | $198.0M | $2.0B | ||
| Q4 24 | $239.0M | $2.0B | ||
| Q3 24 | $261.0M | $2.1B | ||
| Q2 24 | $214.0M | $2.1B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.2B | $3.2B | ||
| Q1 25 | $2.1B | $3.3B | ||
| Q4 24 | $2.1B | $3.3B | ||
| Q3 24 | $1.2B | $3.3B | ||
| Q2 24 | $1.2B | $3.4B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | — | ||
| Q1 25 | 5.88× | — | ||
| Q4 24 | 4.90× | 0.51× | ||
| 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 | — | $65.7M |
| Free Cash FlowOCF − Capex | $114.0M | $50.1M |
| FCF MarginFCF / Revenue | 25.3% | 15.9% |
| Capex IntensityCapex / Revenue | — | 4.9% |
| Cash ConversionOCF / Net Profit | — | 2.54× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $132.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | — | ||
| Q3 25 | $64.0M | $65.7M | ||
| Q2 25 | $127.0M | $41.0M | ||
| Q1 25 | $124.0M | $49.1M | ||
| Q4 24 | $58.0M | $45.4M | ||
| Q3 24 | $25.0M | $26.5M | ||
| Q2 24 | $103.0M | $100.6M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | — | ||
| Q3 25 | $58.0M | $50.1M | ||
| Q2 25 | $120.0M | $30.6M | ||
| Q1 25 | $117.0M | $26.3M | ||
| Q4 24 | $50.0M | $25.4M | ||
| Q3 24 | $16.0M | $-8.2M | ||
| Q2 24 | $91.0M | $72.4M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | — | ||
| Q3 25 | 9.4% | 15.9% | ||
| Q2 25 | 19.4% | 11.1% | ||
| Q1 25 | 27.5% | 9.8% | ||
| Q4 24 | 13.1% | 9.9% | ||
| Q3 24 | 3.0% | -3.2% | ||
| Q2 24 | 16.8% | 22.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | — | ||
| Q3 25 | 1.0% | 4.9% | ||
| Q2 25 | 1.1% | 3.8% | ||
| Q1 25 | 1.6% | 8.5% | ||
| Q4 24 | 2.1% | 7.7% | ||
| Q3 24 | 1.7% | 13.6% | ||
| Q2 24 | 2.2% | 8.8% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | 2.54× | ||
| Q2 25 | 1.14× | 5.58× | ||
| Q1 25 | 3.35× | 1.90× | ||
| Q4 24 | 6.44× | 8.74× | ||
| Q3 24 | 0.25× | 7.99× | ||
| Q2 24 | 1.12× | 7.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
PCH
| Lumber | $131.8M | 42% |
| Timberlands | $52.5M | 17% |
| Rural Real Estate | $51.3M | 16% |
| Residuals And Panels | $34.0M | 11% |
| Pulpwood | $16.7M | 5% |
| Development Real Estate | $14.6M | 5% |
| Other | $8.1M | 3% |
| Other Products | $5.2M | 2% |
