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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $324.4M, roughly 1.4× Revolve Group, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 5.7%, a 3.4% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
FTDR vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $324.4M |
| Net Profit | $41.0M | $18.6M |
| Gross Margin | 55.0% | 53.3% |
| Operating Margin | — | 6.3% |
| Net Margin | 9.1% | 5.7% |
| Revenue YoY | 5.9% | 10.4% |
| Net Profit YoY | 10.8% | 50.4% |
| EPS (diluted) | $0.57 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $618.0M | $295.6M | ||
| Q2 25 | $617.0M | $309.0M | ||
| Q1 25 | $426.0M | $296.7M | ||
| Q4 24 | $383.0M | $293.7M | ||
| Q3 24 | $540.0M | $283.1M | ||
| Q2 24 | $542.0M | $282.5M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $18.6M | ||
| Q3 25 | $106.0M | $21.2M | ||
| Q2 25 | $111.0M | $10.2M | ||
| Q1 25 | $37.0M | $11.8M | ||
| Q4 24 | $9.0M | $12.3M | ||
| Q3 24 | $100.0M | $11.0M | ||
| Q2 24 | $92.0M | $15.4M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 53.3% | ||
| Q3 25 | 57.1% | 54.6% | ||
| Q2 25 | 57.7% | 54.1% | ||
| Q1 25 | 55.2% | 52.0% | ||
| Q4 24 | 48.0% | 52.5% | ||
| Q3 24 | 56.7% | 51.2% | ||
| Q2 24 | 56.5% | 54.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 6.3% | ||
| Q3 25 | 23.0% | 7.1% | ||
| Q2 25 | 23.7% | 5.8% | ||
| Q1 25 | 11.3% | 5.0% | ||
| Q4 24 | 1.6% | 3.9% | ||
| Q3 24 | 24.8% | 5.0% | ||
| Q2 24 | 22.9% | 5.8% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 5.7% | ||
| Q3 25 | 17.2% | 7.2% | ||
| Q2 25 | 18.0% | 3.3% | ||
| Q1 25 | 8.7% | 4.0% | ||
| Q4 24 | 2.3% | 4.2% | ||
| Q3 24 | 18.5% | 3.9% | ||
| Q2 24 | 17.0% | 5.4% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.27 | ||
| Q3 25 | $1.42 | $0.29 | ||
| Q2 25 | $1.48 | $0.14 | ||
| Q1 25 | $0.49 | $0.16 | ||
| Q4 24 | $0.10 | $0.18 | ||
| Q3 24 | $1.30 | $0.15 | ||
| Q2 24 | $1.18 | $0.21 |
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 | $292.3M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $512.5M |
| Total Assets | $2.2B | $765.0M |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $292.3M | ||
| Q3 25 | $563.0M | $315.4M | ||
| Q2 25 | $562.0M | $310.7M | ||
| Q1 25 | $506.0M | $300.8M | ||
| Q4 24 | $436.0M | $256.6M | ||
| Q3 24 | $375.0M | $252.8M | ||
| Q2 24 | $419.0M | $244.7M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $512.5M | ||
| Q3 25 | $316.0M | $490.2M | ||
| Q2 25 | $254.0M | $468.6M | ||
| Q1 25 | $198.0M | $453.4M | ||
| Q4 24 | $239.0M | $437.8M | ||
| Q3 24 | $261.0M | $420.8M | ||
| Q2 24 | $214.0M | $405.8M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $765.0M | ||
| Q3 25 | $2.2B | $751.3M | ||
| Q2 25 | $2.2B | $722.9M | ||
| Q1 25 | $2.1B | $713.9M | ||
| Q4 24 | $2.1B | $665.5M | ||
| Q3 24 | $1.2B | $670.9M | ||
| Q2 24 | $1.2B | $657.8M |
| 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 | — | $-10.2M |
| Free Cash FlowOCF − Capex | $114.0M | $-13.3M |
| FCF MarginFCF / Revenue | 25.3% | -4.1% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $-10.2M | ||
| Q3 25 | $64.0M | $11.8M | ||
| Q2 25 | $127.0M | $12.6M | ||
| Q1 25 | $124.0M | $45.1M | ||
| Q4 24 | $58.0M | $3.9M | ||
| Q3 24 | $25.0M | $9.1M | ||
| Q2 24 | $103.0M | $-24.7M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $-13.3M | ||
| Q3 25 | $58.0M | $7.5M | ||
| Q2 25 | $120.0M | $10.4M | ||
| Q1 25 | $117.0M | $43.4M | ||
| Q4 24 | $50.0M | $2.1M | ||
| Q3 24 | $16.0M | $8.0M | ||
| Q2 24 | $91.0M | $-25.7M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | -4.1% | ||
| Q3 25 | 9.4% | 2.5% | ||
| Q2 25 | 19.4% | 3.4% | ||
| Q1 25 | 27.5% | 14.6% | ||
| Q4 24 | 13.1% | 0.7% | ||
| Q3 24 | 3.0% | 2.8% | ||
| Q2 24 | 16.8% | -9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 1.1% | 0.7% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 1.7% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | -0.55× | ||
| Q3 25 | 0.60× | 0.56× | ||
| Q2 25 | 1.14× | 1.24× | ||
| Q1 25 | 3.35× | 3.82× | ||
| Q4 24 | 6.44× | 0.32× | ||
| Q3 24 | 0.25× | 0.83× | ||
| Q2 24 | 1.12× | -1.60× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FTDR
Segment breakdown not available.
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
