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Side-by-side financial comparison of Frontdoor, Inc. (FTDR) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $451.0M, roughly 1.4× Frontdoor, Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 9.1%, a 4.3% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 5.9%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $114.0M). Over the past eight quarters, WATTS WATER TECHNOLOGIES INC's revenue compounded faster (4.6% 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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
FTDR vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $451.0M | $625.1M |
| Net Profit | $41.0M | $83.7M |
| Gross Margin | 55.0% | 49.5% |
| Operating Margin | — | 18.2% |
| Net Margin | 9.1% | 13.4% |
| Revenue YoY | 5.9% | 15.7% |
| Net Profit YoY | 10.8% | 24.0% |
| EPS (diluted) | $0.57 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $618.0M | $611.7M | ||
| Q2 25 | $617.0M | $643.7M | ||
| Q1 25 | $426.0M | $558.0M | ||
| Q4 24 | $383.0M | $540.4M | ||
| Q3 24 | $540.0M | $543.6M | ||
| Q2 24 | $542.0M | $597.3M |
| Q1 26 | $41.0M | — | ||
| Q4 25 | $1.0M | $83.7M | ||
| Q3 25 | $106.0M | $82.2M | ||
| Q2 25 | $111.0M | $100.9M | ||
| Q1 25 | $37.0M | $74.0M | ||
| Q4 24 | $9.0M | $67.5M | ||
| Q3 24 | $100.0M | $69.1M | ||
| Q2 24 | $92.0M | $82.0M |
| Q1 26 | 55.0% | — | ||
| Q4 25 | 49.3% | 49.5% | ||
| Q3 25 | 57.1% | 48.8% | ||
| Q2 25 | 57.7% | 50.6% | ||
| Q1 25 | 55.2% | 48.8% | ||
| Q4 24 | 48.0% | 46.7% | ||
| Q3 24 | 56.7% | 47.3% | ||
| Q2 24 | 56.5% | 47.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 18.2% | ||
| Q3 25 | 23.0% | 18.2% | ||
| Q2 25 | 23.7% | 21.0% | ||
| Q1 25 | 11.3% | 15.7% | ||
| Q4 24 | 1.6% | 16.5% | ||
| Q3 24 | 24.8% | 17.1% | ||
| Q2 24 | 22.9% | 18.7% |
| Q1 26 | 9.1% | — | ||
| Q4 25 | 0.2% | 13.4% | ||
| Q3 25 | 17.2% | 13.4% | ||
| Q2 25 | 18.0% | 15.7% | ||
| Q1 25 | 8.7% | 13.3% | ||
| Q4 24 | 2.3% | 12.5% | ||
| Q3 24 | 18.5% | 12.7% | ||
| Q2 24 | 17.0% | 13.7% |
| Q1 26 | $0.57 | — | ||
| Q4 25 | $0.03 | $2.50 | ||
| Q3 25 | $1.42 | $2.45 | ||
| Q2 25 | $1.48 | $3.01 | ||
| Q1 25 | $0.49 | $2.21 | ||
| Q4 24 | $0.10 | $2.02 | ||
| Q3 24 | $1.30 | $2.06 | ||
| Q2 24 | $1.18 | $2.44 |
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 | $405.5M |
| Total DebtLower is stronger | $1.2B | — |
| Stockholders' EquityBook value | $230.0M | $2.0B |
| Total Assets | $2.2B | $2.9B |
| Debt / EquityLower = less leverage | 5.07× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $603.0M | — | ||
| Q4 25 | $566.0M | $405.5M | ||
| Q3 25 | $563.0M | $457.7M | ||
| Q2 25 | $562.0M | $369.3M | ||
| Q1 25 | $506.0M | $336.8M | ||
| Q4 24 | $436.0M | $386.9M | ||
| Q3 24 | $375.0M | $303.9M | ||
| Q2 24 | $419.0M | $279.4M |
| 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 | $2.0B | ||
| Q3 25 | $316.0M | $2.0B | ||
| Q2 25 | $254.0M | $1.9B | ||
| Q1 25 | $198.0M | $1.8B | ||
| Q4 24 | $239.0M | $1.7B | ||
| Q3 24 | $261.0M | $1.7B | ||
| Q2 24 | $214.0M | $1.6B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.1B | $2.9B | ||
| Q3 25 | $2.2B | $2.7B | ||
| Q2 25 | $2.2B | $2.6B | ||
| Q1 25 | $2.1B | $2.5B | ||
| Q4 24 | $2.1B | $2.4B | ||
| Q3 24 | $1.2B | $2.4B | ||
| Q2 24 | $1.2B | $2.4B |
| 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 | — | $154.7M |
| Free Cash FlowOCF − Capex | $114.0M | $140.3M |
| FCF MarginFCF / Revenue | 25.3% | 22.4% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $387.0M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $101.0M | $154.7M | ||
| Q3 25 | $64.0M | $122.4M | ||
| Q2 25 | $127.0M | $69.7M | ||
| Q1 25 | $124.0M | $55.2M | ||
| Q4 24 | $58.0M | $139.5M | ||
| Q3 24 | $25.0M | $90.7M | ||
| Q2 24 | $103.0M | $85.3M |
| Q1 26 | $114.0M | — | ||
| Q4 25 | $95.0M | $140.3M | ||
| Q3 25 | $58.0M | $110.9M | ||
| Q2 25 | $120.0M | $59.5M | ||
| Q1 25 | $117.0M | $45.6M | ||
| Q4 24 | $50.0M | $127.5M | ||
| Q3 24 | $16.0M | $84.3M | ||
| Q2 24 | $91.0M | $78.5M |
| Q1 26 | 25.3% | — | ||
| Q4 25 | 22.0% | 22.4% | ||
| Q3 25 | 9.4% | 18.1% | ||
| Q2 25 | 19.4% | 9.2% | ||
| Q1 25 | 27.5% | 8.2% | ||
| Q4 24 | 13.1% | 23.6% | ||
| Q3 24 | 3.0% | 15.5% | ||
| Q2 24 | 16.8% | 13.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.4% | 2.3% | ||
| Q3 25 | 1.0% | 1.9% | ||
| Q2 25 | 1.1% | 1.6% | ||
| Q1 25 | 1.6% | 1.7% | ||
| Q4 24 | 2.1% | 2.2% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 2.2% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | 101.00× | 1.85× | ||
| Q3 25 | 0.60× | 1.49× | ||
| Q2 25 | 1.14× | 0.69× | ||
| Q1 25 | 3.35× | 0.75× | ||
| Q4 24 | 6.44× | 2.07× | ||
| Q3 24 | 0.25× | 1.31× | ||
| Q2 24 | 1.12× | 1.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
