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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and RH (RH). Click either name above to swap in a different company.
RH is the larger business by last-quarter revenue ($883.8M vs $451.0M, roughly 2.0× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 4.1%, a 5.0% gap on every dollar of revenue. On growth, RH posted the faster year-over-year revenue change (8.9% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $83.0M). Over the past eight quarters, RH's revenue compounded faster (9.4% 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.
RH is an upscale American home-furnishings company headquartered in Corte Madera, California. The company sells its merchandise through its retail stores, catalog, and online. As of August 2018, the company operated a total of 70 galleries, 18 full-line design galleries, and 3 baby-and-child galleries. The company also has 36 outlet stores in the United States and Canada.
FTDR vs RH — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $883.8M |
| Net Profit | $41.0M | $36.3M |
| Gross Margin | 55.0% | 44.1% |
| Operating Margin | — | 12.0% |
| Net Margin | 9.1% | 4.1% |
| Revenue YoY | 5.9% | 8.9% |
| Net Profit YoY | 10.8% | 9.3% |
| EPS (diluted) | $0.57 | $1.83 |
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 | $883.8M | ||
| Q3 25 | $618.0M | $899.2M | ||
| Q2 25 | $617.0M | $814.0M | ||
| Q1 25 | $426.0M | $812.4M | ||
| Q4 24 | $383.0M | $811.7M | ||
| Q3 24 | $540.0M | $829.7M | ||
| Q2 24 | $542.0M | $727.0M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $36.3M | ||
| Q3 25 | $106.0M | $51.7M | ||
| Q2 25 | $111.0M | $8.0M | ||
| Q1 25 | $37.0M | $13.9M | ||
| Q4 24 | $9.0M | $33.2M | ||
| Q3 24 | $100.0M | $29.0M | ||
| Q2 24 | $92.0M | $-3.6M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 44.1% | ||
| Q3 25 | 57.1% | 45.5% | ||
| Q2 25 | 57.7% | 43.7% | ||
| Q1 25 | 55.2% | 44.7% | ||
| Q4 24 | 48.0% | 44.5% | ||
| Q3 24 | 56.7% | 45.2% | ||
| Q2 24 | 56.5% | 43.5% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 12.0% | ||
| Q3 25 | 23.0% | 14.3% | ||
| Q2 25 | 23.7% | 6.9% | ||
| Q1 25 | 11.3% | 8.7% | ||
| Q4 24 | 1.6% | 12.5% | ||
| Q3 24 | 24.8% | 11.6% | ||
| Q2 24 | 22.9% | 7.5% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 4.1% | ||
| Q3 25 | 17.2% | 5.8% | ||
| Q2 25 | 18.0% | 1.0% | ||
| Q1 25 | 8.7% | 1.7% | ||
| Q4 24 | 2.3% | 4.1% | ||
| Q3 24 | 18.5% | 3.5% | ||
| Q2 24 | 17.0% | -0.5% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $1.83 | ||
| Q3 25 | $1.42 | $2.62 | ||
| Q2 25 | $1.48 | $0.40 | ||
| Q1 25 | $0.49 | $0.71 | ||
| Q4 24 | $0.10 | $1.66 | ||
| Q3 24 | $1.30 | $1.45 | ||
| Q2 24 | $1.18 | $-0.20 |
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 | $43.1M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $3.3M |
| Total Assets | $2.2B | $4.8B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $43.1M | ||
| Q3 25 | $563.0M | $34.6M | ||
| Q2 25 | $562.0M | $46.1M | ||
| Q1 25 | $506.0M | $30.4M | ||
| Q4 24 | $436.0M | $87.0M | ||
| Q3 24 | $375.0M | $78.3M | ||
| Q2 24 | $419.0M | $101.8M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $3.3M | ||
| Q3 25 | $316.0M | $-40.9M | ||
| Q2 25 | $254.0M | $-110.8M | ||
| Q1 25 | $198.0M | $-163.6M | ||
| Q4 24 | $239.0M | $-183.0M | ||
| Q3 24 | $261.0M | $-234.7M | ||
| Q2 24 | $214.0M | $-289.9M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.2B | $4.7B | ||
| Q2 25 | $2.2B | $4.7B | ||
| Q1 25 | $2.1B | $4.6B | ||
| Q4 24 | $2.1B | $4.5B | ||
| Q3 24 | $1.2B | $4.4B | ||
| Q2 24 | $1.2B | $4.2B |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | — | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | — | ||
| Q1 25 | 5.88× | — | ||
| 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 | — | $131.9M |
| Free Cash FlowOCF − Capex | $114.0M | $83.0M |
| FCF MarginFCF / Revenue | 25.3% | 9.4% |
| Capex IntensityCapex / Revenue | — | 5.5% |
| Cash ConversionOCF / Net Profit | — | 3.64× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $128.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $131.9M | ||
| Q3 25 | $64.0M | $137.7M | ||
| Q2 25 | $127.0M | $86.6M | ||
| Q1 25 | $124.0M | $-18.8M | ||
| Q4 24 | $58.0M | $-31.4M | ||
| Q3 24 | $25.0M | $11.2M | ||
| Q2 24 | $103.0M | $56.1M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $83.0M | ||
| Q3 25 | $58.0M | $80.7M | ||
| Q2 25 | $120.0M | $34.1M | ||
| Q1 25 | $117.0M | $-69.7M | ||
| Q4 24 | $50.0M | $-96.0M | ||
| Q3 24 | $16.0M | $-37.9M | ||
| Q2 24 | $91.0M | $-10.1M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 9.4% | ||
| Q3 25 | 9.4% | 9.0% | ||
| Q2 25 | 19.4% | 4.2% | ||
| Q1 25 | 27.5% | -8.6% | ||
| Q4 24 | 13.1% | -11.8% | ||
| Q3 24 | 3.0% | -4.6% | ||
| Q2 24 | 16.8% | -1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 5.5% | ||
| Q3 25 | 1.0% | 6.3% | ||
| Q2 25 | 1.1% | 6.5% | ||
| Q1 25 | 1.6% | 6.3% | ||
| Q4 24 | 2.1% | 8.0% | ||
| Q3 24 | 1.7% | 5.9% | ||
| Q2 24 | 2.2% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 3.64× | ||
| Q3 25 | 0.60× | 2.66× | ||
| Q2 25 | 1.14× | 10.78× | ||
| Q1 25 | 3.35× | -1.35× | ||
| Q4 24 | 6.44× | -0.95× | ||
| Q3 24 | 0.25× | 0.39× | ||
| Q2 24 | 1.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
RH
| RH Segment | $835.8M | 95% |
| Waterworks Segment | $48.0M | 5% |
| Gift Card And Merchandise Credit | $4.5M | 1% |
