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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($433.0M vs $385.6M, roughly 1.1× Skyward Specialty Insurance Group, Inc.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 11.2% vs 0.2%, a 11.0% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (26.7% vs 13.1%). Skyward Specialty Insurance Group, Inc. produced more free cash flow last quarter ($402.6M vs $94.0M). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (20.6% CAGR vs -10.6%).
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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
FTDR vs SKWD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $433.0M | $385.6M |
| Net Profit | $1.0M | $43.2M |
| Gross Margin | 49.2% | — |
| Operating Margin | — | 14.2% |
| Net Margin | 0.2% | 11.2% |
| Revenue YoY | 13.1% | 26.7% |
| Net Profit YoY | — | 200.1% |
| EPS (diluted) | $0.02 | $1.03 |
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 | $433.0M | — | ||
| Q4 25 | $432.0M | $385.6M | ||
| Q3 25 | $618.0M | $382.5M | ||
| Q2 25 | $617.0M | $319.9M | ||
| Q1 25 | $426.0M | $328.5M | ||
| Q4 24 | $383.0M | $304.4M | ||
| Q3 24 | $540.0M | $300.9M | ||
| Q2 24 | $542.0M | $279.9M |
| Q1 26 | $1.0M | — | ||
| Q4 25 | $1.0M | $43.2M | ||
| Q3 25 | $106.0M | $45.9M | ||
| Q2 25 | $111.0M | $38.8M | ||
| Q1 25 | $37.0M | $42.1M | ||
| Q4 24 | $9.0M | $14.4M | ||
| Q3 24 | $100.0M | $36.7M | ||
| Q2 24 | $92.0M | $31.0M |
| Q1 26 | 49.2% | — | ||
| Q4 25 | 49.3% | — | ||
| Q3 25 | 57.1% | — | ||
| Q2 25 | 57.7% | — | ||
| Q1 25 | 55.2% | — | ||
| Q4 24 | 48.0% | — | ||
| Q3 24 | 56.7% | — | ||
| Q2 24 | 56.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 14.2% | ||
| Q3 25 | 23.0% | 15.8% | ||
| Q2 25 | 23.7% | 15.6% | ||
| Q1 25 | 11.3% | 15.7% | ||
| Q4 24 | 1.6% | 6.1% | ||
| Q3 24 | 24.8% | 15.6% | ||
| Q2 24 | 22.9% | 14.4% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 11.2% | ||
| Q3 25 | 17.2% | 12.0% | ||
| Q2 25 | 18.0% | 12.1% | ||
| Q1 25 | 8.7% | 12.8% | ||
| Q4 24 | 2.3% | 4.7% | ||
| Q3 24 | 18.5% | 12.2% | ||
| Q2 24 | 17.0% | 11.1% |
| Q1 26 | $0.02 | — | ||
| Q4 25 | $0.03 | $1.03 | ||
| Q3 25 | $1.42 | $1.10 | ||
| Q2 25 | $1.48 | $0.93 | ||
| Q1 25 | $0.49 | $1.01 | ||
| Q4 24 | $0.10 | $0.33 | ||
| Q3 24 | $1.30 | $0.89 | ||
| Q2 24 | $1.18 | $0.75 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $566.0M | $168.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $242.0M | $1.0B |
| Total Assets | $2.1B | $4.8B |
| Debt / EquityLower = less leverage | 4.85× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $566.0M | — | ||
| Q4 25 | $566.0M | $168.5M | ||
| Q3 25 | $563.0M | $160.1M | ||
| Q2 25 | $562.0M | $136.6M | ||
| Q1 25 | $506.0M | $112.9M | ||
| Q4 24 | $436.0M | $121.6M | ||
| Q3 24 | $375.0M | $105.6M | ||
| Q2 24 | $419.0M | $73.0M |
| 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 | $242.0M | — | ||
| Q4 25 | $242.0M | $1.0B | ||
| Q3 25 | $316.0M | $961.4M | ||
| Q2 25 | $254.0M | $899.9M | ||
| Q1 25 | $198.0M | $850.7M | ||
| Q4 24 | $239.0M | $794.0M | ||
| Q3 24 | $261.0M | $797.5M | ||
| Q2 24 | $214.0M | $723.6M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | $4.8B | ||
| Q3 25 | $2.2B | $4.6B | ||
| Q2 25 | $2.2B | $4.3B | ||
| Q1 25 | $2.1B | $4.0B | ||
| Q4 24 | $2.1B | $3.7B | ||
| Q3 24 | $1.2B | $3.6B | ||
| Q2 24 | $1.2B | $3.4B |
| Q1 26 | 4.85× | — | ||
| 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 | — | $408.1M |
| Free Cash FlowOCF − Capex | $94.0M | $402.6M |
| FCF MarginFCF / Revenue | 21.7% | 104.4% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | — | 9.44× |
| TTM Free Cash FlowTrailing 4 quarters | $367.0M | $755.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $408.1M | ||
| Q3 25 | $64.0M | $171.4M | ||
| Q2 25 | $127.0M | $88.2M | ||
| Q1 25 | $124.0M | $96.8M | ||
| Q4 24 | $58.0M | $305.1M | ||
| Q3 24 | $25.0M | $168.0M | ||
| Q2 24 | $103.0M | $21.0M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $95.0M | $402.6M | ||
| Q3 25 | $58.0M | $168.9M | ||
| Q2 25 | $120.0M | $87.1M | ||
| Q1 25 | $117.0M | $96.6M | ||
| Q4 24 | $50.0M | $300.9M | ||
| Q3 24 | $16.0M | $167.6M | ||
| Q2 24 | $91.0M | $18.4M |
| Q1 26 | 21.7% | — | ||
| Q4 25 | 22.0% | 104.4% | ||
| Q3 25 | 9.4% | 44.2% | ||
| Q2 25 | 19.4% | 27.2% | ||
| Q1 25 | 27.5% | 29.4% | ||
| Q4 24 | 13.1% | 98.8% | ||
| Q3 24 | 3.0% | 55.7% | ||
| Q2 24 | 16.8% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.4% | ||
| Q3 25 | 1.0% | 0.6% | ||
| Q2 25 | 1.1% | 0.3% | ||
| Q1 25 | 1.6% | 0.1% | ||
| Q4 24 | 2.1% | 1.4% | ||
| Q3 24 | 1.7% | 0.1% | ||
| Q2 24 | 2.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 9.44× | ||
| Q3 25 | 0.60× | 3.73× | ||
| Q2 25 | 1.14× | 2.27× | ||
| Q1 25 | 3.35× | 2.30× | ||
| Q4 24 | 6.44× | 21.18× | ||
| Q3 24 | 0.25× | 4.58× | ||
| Q2 24 | 1.12× | 0.68× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
