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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and TRUPANION, INC. (TRUP). Click either name above to swap in a different company.
Frontdoor, Inc. is the larger business by last-quarter revenue ($451.0M vs $376.9M, roughly 1.2× TRUPANION, INC.). On growth, TRUPANION, INC. posted the faster year-over-year revenue change (11.7% vs 5.9%). Frontdoor, Inc. produced more free cash flow last quarter ($114.0M vs $25.3M). Over the past eight quarters, TRUPANION, INC.'s revenue compounded faster (11.0% 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.
TRUPANION, INC.TRUPEarnings & Financial Report
Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).
FTDR vs TRUP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $376.9M |
| Net Profit | $41.0M | — |
| Gross Margin | 55.0% | 17.3% |
| Operating Margin | — | 1.9% |
| Net Margin | 9.1% | — |
| Revenue YoY | 5.9% | 11.7% |
| Net Profit YoY | 10.8% | — |
| EPS (diluted) | $0.57 | $0.13 |
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 | $376.9M | ||
| Q3 25 | $618.0M | $366.9M | ||
| Q2 25 | $617.0M | $353.6M | ||
| Q1 25 | $426.0M | $342.0M | ||
| Q4 24 | $383.0M | $337.3M | ||
| Q3 24 | $540.0M | $327.5M | ||
| Q2 24 | $542.0M | $314.8M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | — | ||
| Q3 25 | $106.0M | — | ||
| Q2 25 | $111.0M | — | ||
| Q1 25 | $37.0M | — | ||
| Q4 24 | $9.0M | — | ||
| Q3 24 | $100.0M | — | ||
| Q2 24 | $92.0M | — |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 17.3% | ||
| Q3 25 | 57.1% | 16.4% | ||
| Q2 25 | 57.7% | 15.5% | ||
| Q1 25 | 55.2% | 14.9% | ||
| Q4 24 | 48.0% | 15.7% | ||
| Q3 24 | 56.7% | 15.1% | ||
| Q2 24 | 56.5% | 12.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 1.9% | ||
| Q3 25 | 23.0% | 1.6% | ||
| Q2 25 | 23.7% | 0.7% | ||
| Q1 25 | 11.3% | -0.4% | ||
| Q4 24 | 1.6% | 0.1% | ||
| Q3 24 | 24.8% | 0.5% | ||
| Q2 24 | 22.9% | -1.7% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | — | ||
| Q3 25 | 17.2% | — | ||
| Q2 25 | 18.0% | — | ||
| Q1 25 | 8.7% | — | ||
| Q4 24 | 2.3% | — | ||
| Q3 24 | 18.5% | — | ||
| Q2 24 | 17.0% | — |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $0.13 | ||
| Q3 25 | $1.42 | $0.13 | ||
| Q2 25 | $1.48 | $0.22 | ||
| Q1 25 | $0.49 | $-0.03 | ||
| Q4 24 | $0.10 | $0.04 | ||
| Q3 24 | $1.30 | $0.03 | ||
| Q2 24 | $1.18 | $-0.14 |
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 | $370.7M |
| Total DebtLower is stronger | $1.2B | $101.8M |
| Stockholders' EquityBook value | $230.0M | $383.9M |
| Total Assets | $2.2B | $915.0M |
| Debt / EquityLower = less leverage | 5.07× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $370.7M | ||
| Q3 25 | $563.0M | $348.5M | ||
| Q2 25 | $562.0M | $319.6M | ||
| Q1 25 | $506.0M | $321.8M | ||
| Q4 24 | $436.0M | $307.4M | ||
| Q3 24 | $375.0M | $293.1M | ||
| Q2 24 | $419.0M | $277.2M |
| Q1 26 | $1.2B | — | ||
| Q4 25 | $1.1B | $101.8M | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.2B | $127.5M | ||
| Q3 24 | $565.0M | — | ||
| Q2 24 | $569.0M | — |
| Q1 26 | $230.0M | — | ||
| Q4 25 | $242.0M | $383.9M | ||
| Q3 25 | $316.0M | $368.6M | ||
| Q2 25 | $254.0M | $355.5M | ||
| Q1 25 | $198.0M | $333.7M | ||
| Q4 24 | $239.0M | $323.3M | ||
| Q3 24 | $261.0M | $320.2M | ||
| Q2 24 | $214.0M | $305.8M |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $915.0M | ||
| Q3 25 | $2.2B | $880.2M | ||
| Q2 25 | $2.2B | $847.8M | ||
| Q1 25 | $2.1B | $837.2M | ||
| Q4 24 | $2.1B | $806.9M | ||
| Q3 24 | $1.2B | $816.1M | ||
| Q2 24 | $1.2B | $795.9M |
| Q1 26 | 5.07× | — | ||
| Q4 25 | 4.73× | 0.27× | ||
| Q3 25 | 3.64× | — | ||
| Q2 25 | 4.56× | — | ||
| Q1 25 | 5.88× | — | ||
| Q4 24 | 4.90× | 0.39× | ||
| 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 | — | $29.3M |
| Free Cash FlowOCF − Capex | $114.0M | $25.3M |
| FCF MarginFCF / Revenue | 25.3% | 6.7% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $75.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $29.3M | ||
| Q3 25 | $64.0M | $29.2M | ||
| Q2 25 | $127.0M | $15.0M | ||
| Q1 25 | $124.0M | $16.0M | ||
| Q4 24 | $58.0M | $23.7M | ||
| Q3 24 | $25.0M | $15.3M | ||
| Q2 24 | $103.0M | $6.9M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $25.3M | ||
| Q3 25 | $58.0M | $23.9M | ||
| Q2 25 | $120.0M | $12.0M | ||
| Q1 25 | $117.0M | $14.0M | ||
| Q4 24 | $50.0M | $21.8M | ||
| Q3 24 | $16.0M | $13.4M | ||
| Q2 24 | $91.0M | $4.0M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 6.7% | ||
| Q3 25 | 9.4% | 6.5% | ||
| Q2 25 | 19.4% | 3.4% | ||
| Q1 25 | 27.5% | 4.1% | ||
| Q4 24 | 13.1% | 6.5% | ||
| Q3 24 | 3.0% | 4.1% | ||
| Q2 24 | 16.8% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 1.0% | ||
| Q3 25 | 1.0% | 1.4% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 1.6% | 0.6% | ||
| Q4 24 | 2.1% | 0.6% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 2.2% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | — | ||
| Q3 25 | 0.60× | — | ||
| Q2 25 | 1.14× | — | ||
| Q1 25 | 3.35× | — | ||
| Q4 24 | 6.44× | — | ||
| Q3 24 | 0.25× | — | ||
| 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.
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
