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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $451.0M, roughly 1.0× Frontdoor, Inc.). RBC Bearings INC runs the higher net margin — 14.6% vs 9.1%, a 5.5% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $99.1M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% 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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
FTDR vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $461.6M |
| Net Profit | $41.0M | $67.4M |
| Gross Margin | 55.0% | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | 9.1% | 14.6% |
| Revenue YoY | 5.9% | 17.0% |
| Net Profit YoY | 10.8% | 16.4% |
| EPS (diluted) | $0.57 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $618.0M | $455.3M | ||
| Q2 25 | $617.0M | $436.0M | ||
| Q1 25 | $426.0M | $437.7M | ||
| Q4 24 | $383.0M | $394.4M | ||
| Q3 24 | $540.0M | $397.9M | ||
| Q2 24 | $542.0M | $406.3M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $67.4M | ||
| Q3 25 | $106.0M | $60.0M | ||
| Q2 25 | $111.0M | $68.5M | ||
| Q1 25 | $37.0M | $72.7M | ||
| Q4 24 | $9.0M | $57.9M | ||
| Q3 24 | $100.0M | $54.2M | ||
| Q2 24 | $92.0M | $61.4M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 44.3% | ||
| Q3 25 | 57.1% | 44.1% | ||
| Q2 25 | 57.7% | 44.8% | ||
| Q1 25 | 55.2% | 44.2% | ||
| Q4 24 | 48.0% | 44.3% | ||
| Q3 24 | 56.7% | 43.7% | ||
| Q2 24 | 56.5% | 45.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 22.3% | ||
| Q3 25 | 23.0% | 21.5% | ||
| Q2 25 | 23.7% | 23.2% | ||
| Q1 25 | 11.3% | 23.0% | ||
| Q4 24 | 1.6% | 21.7% | ||
| Q3 24 | 24.8% | 21.6% | ||
| Q2 24 | 22.9% | 24.0% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 14.6% | ||
| Q3 25 | 17.2% | 13.2% | ||
| Q2 25 | 18.0% | 15.7% | ||
| Q1 25 | 8.7% | 16.6% | ||
| Q4 24 | 2.3% | 14.7% | ||
| Q3 24 | 18.5% | 13.6% | ||
| Q2 24 | 17.0% | 15.1% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $2.13 | ||
| Q3 25 | $1.42 | $1.90 | ||
| Q2 25 | $1.48 | $2.17 | ||
| Q1 25 | $0.49 | $2.33 | ||
| Q4 24 | $0.10 | $1.82 | ||
| Q3 24 | $1.30 | $1.65 | ||
| Q2 24 | $1.18 | $1.90 |
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 | $107.6M |
| Total DebtLower is stronger | $1.2B | $990.2M |
| Stockholders' EquityBook value | $230.0M | $3.3B |
| Total Assets | $2.2B | $5.1B |
| Debt / EquityLower = less leverage | 5.07× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $107.6M | ||
| Q3 25 | $563.0M | $91.2M | ||
| Q2 25 | $562.0M | $132.9M | ||
| Q1 25 | $506.0M | $36.8M | ||
| Q4 24 | $436.0M | — | ||
| Q3 24 | $375.0M | — | ||
| Q2 24 | $419.0M | $76.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $990.2M | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $915.6M | ||
| Q1 25 | $1.2B | $920.1M | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $3.3B | ||
| Q3 25 | $316.0M | $3.2B | ||
| Q2 25 | $254.0M | $3.1B | ||
| Q1 25 | $198.0M | $3.0B | ||
| Q4 24 | $239.0M | $2.9B | ||
| Q3 24 | $261.0M | $2.9B | ||
| Q2 24 | $214.0M | $2.8B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $5.1B | ||
| Q3 25 | $2.2B | $5.1B | ||
| Q2 25 | $2.2B | $4.8B | ||
| Q1 25 | $2.1B | $4.7B | ||
| Q4 24 | $2.1B | $4.7B | ||
| Q3 24 | $1.2B | $4.7B | ||
| Q2 24 | $1.2B | $4.7B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.30× | ||
| Q3 25 | 3.64× | 0.34× | ||
| Q2 25 | 4.56× | 0.29× | ||
| Q1 25 | 5.88× | 0.30× | ||
| 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 | — | $122.1M |
| Free Cash FlowOCF − Capex | $114.0M | $99.1M |
| FCF MarginFCF / Revenue | 25.3% | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $122.1M | ||
| Q3 25 | $64.0M | $88.4M | ||
| Q2 25 | $127.0M | $120.0M | ||
| Q1 25 | $124.0M | — | ||
| Q4 24 | $58.0M | $84.0M | ||
| Q3 24 | $25.0M | — | ||
| Q2 24 | $103.0M | $97.4M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $99.1M | ||
| Q3 25 | $58.0M | $71.7M | ||
| Q2 25 | $120.0M | $104.3M | ||
| Q1 25 | $117.0M | — | ||
| Q4 24 | $50.0M | $73.6M | ||
| Q3 24 | $16.0M | — | ||
| Q2 24 | $91.0M | $88.4M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 21.5% | ||
| Q3 25 | 9.4% | 15.7% | ||
| Q2 25 | 19.4% | 23.9% | ||
| Q1 25 | 27.5% | — | ||
| Q4 24 | 13.1% | 18.7% | ||
| Q3 24 | 3.0% | — | ||
| Q2 24 | 16.8% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.0% | ||
| Q3 25 | 1.0% | 3.7% | ||
| Q2 25 | 1.1% | 3.6% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 2.1% | 2.6% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 2.2% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.81× | ||
| Q3 25 | 0.60× | 1.47× | ||
| Q2 25 | 1.14× | 1.75× | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | 1.45× | ||
| Q3 24 | 0.25× | — | ||
| Q2 24 | 1.12× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
