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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $451.0M, roughly 1.7× Frontdoor, Inc.). Frontdoor, Inc. runs the higher net margin — 9.1% vs 2.2%, a 6.9% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 2.5%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $28.9M). Over the past eight quarters, SCANSOURCE, INC.'s revenue compounded faster (0.9% 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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
FTDR vs SCSC — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $766.5M |
| Net Profit | $41.0M | $16.5M |
| Gross Margin | 55.0% | 13.4% |
| Operating Margin | — | 2.3% |
| Net Margin | 9.1% | 2.2% |
| Revenue YoY | 5.9% | 2.5% |
| Net Profit YoY | 10.8% | -3.3% |
| EPS (diluted) | $0.57 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $618.0M | $739.6M | ||
| Q2 25 | $617.0M | $812.9M | ||
| Q1 25 | $426.0M | $704.8M | ||
| Q4 24 | $383.0M | $747.5M | ||
| Q3 24 | $540.0M | $775.6M | ||
| Q2 24 | $542.0M | $746.1M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $16.5M | ||
| Q3 25 | $106.0M | $19.9M | ||
| Q2 25 | $111.0M | $20.1M | ||
| Q1 25 | $37.0M | $17.4M | ||
| Q4 24 | $9.0M | $17.1M | ||
| Q3 24 | $100.0M | $17.0M | ||
| Q2 24 | $92.0M | $16.1M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 13.4% | ||
| Q3 25 | 57.1% | 14.5% | ||
| Q2 25 | 57.7% | 12.9% | ||
| Q1 25 | 55.2% | 14.2% | ||
| Q4 24 | 48.0% | 13.6% | ||
| Q3 24 | 56.7% | 13.1% | ||
| Q2 24 | 56.5% | 13.0% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 2.3% | ||
| Q3 25 | 23.0% | 3.5% | ||
| Q2 25 | 23.7% | 3.3% | ||
| Q1 25 | 11.3% | 3.2% | ||
| Q4 24 | 1.6% | 2.5% | ||
| Q3 24 | 24.8% | 2.3% | ||
| Q2 24 | 22.9% | 2.9% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 2.2% | ||
| Q3 25 | 17.2% | 2.7% | ||
| Q2 25 | 18.0% | 2.5% | ||
| Q1 25 | 8.7% | 2.5% | ||
| Q4 24 | 2.3% | 2.3% | ||
| Q3 24 | 18.5% | 2.2% | ||
| Q2 24 | 17.0% | 2.2% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.75 | ||
| Q3 25 | $1.42 | $0.89 | ||
| Q2 25 | $1.48 | $0.87 | ||
| Q1 25 | $0.49 | $0.74 | ||
| Q4 24 | $0.10 | $0.70 | ||
| Q3 24 | $1.30 | $0.69 | ||
| Q2 24 | $1.18 | $0.66 |
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 | $83.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $910.9M |
| Total Assets | $2.2B | $1.7B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $83.5M | ||
| Q3 25 | $563.0M | $124.9M | ||
| Q2 25 | $562.0M | $126.2M | ||
| Q1 25 | $506.0M | $146.3M | ||
| Q4 24 | $436.0M | $110.5M | ||
| Q3 24 | $375.0M | $145.0M | ||
| Q2 24 | $419.0M | $185.5M |
| 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 | $910.9M | ||
| Q3 25 | $316.0M | $914.0M | ||
| Q2 25 | $254.0M | $906.4M | ||
| Q1 25 | $198.0M | $901.7M | ||
| Q4 24 | $239.0M | $900.7M | ||
| Q3 24 | $261.0M | $920.9M | ||
| Q2 24 | $214.0M | $924.3M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.2B | $1.8B | ||
| Q1 25 | $2.1B | $1.7B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $1.2B | $1.8B | ||
| Q2 24 | $1.2B | $1.8B |
| 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 | — | $30.8M |
| Free Cash FlowOCF − Capex | $114.0M | $28.9M |
| FCF MarginFCF / Revenue | 25.3% | 3.8% |
| Capex IntensityCapex / Revenue | — | 0.3% |
| Cash ConversionOCF / Net Profit | — | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $30.8M | ||
| Q3 25 | $64.0M | $23.2M | ||
| Q2 25 | $127.0M | — | ||
| Q1 25 | $124.0M | $66.1M | ||
| Q4 24 | $58.0M | $-6.2M | ||
| Q3 24 | $25.0M | $44.8M | ||
| Q2 24 | $103.0M | — |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $28.9M | ||
| Q3 25 | $58.0M | $20.8M | ||
| Q2 25 | $120.0M | — | ||
| Q1 25 | $117.0M | $64.6M | ||
| Q4 24 | $50.0M | $-8.2M | ||
| Q3 24 | $16.0M | $42.5M | ||
| Q2 24 | $91.0M | — |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 3.8% | ||
| Q3 25 | 9.4% | 2.8% | ||
| Q2 25 | 19.4% | — | ||
| Q1 25 | 27.5% | 9.2% | ||
| Q4 24 | 13.1% | -1.1% | ||
| Q3 24 | 3.0% | 5.5% | ||
| Q2 24 | 16.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 0.3% | ||
| Q3 25 | 1.0% | 0.3% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 2.1% | 0.3% | ||
| Q3 24 | 1.7% | 0.3% | ||
| Q2 24 | 2.2% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.87× | ||
| Q3 25 | 0.60× | 1.17× | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | 3.79× | ||
| Q4 24 | 6.44× | -0.36× | ||
| Q3 24 | 0.25× | 2.64× | ||
| 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.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
