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Frontdoor vs Arrive AI: FTDR and ARAI compared
Frontdoor is the larger company: $655M of revenue in its latest quarter (Q3 2026) against $15K for Arrive AI (Q2 2026). Frontdoor is growing faster (+6% against -84% a year earlier).
Where the money goes: FTDR and ARAI
Frontdoor (FTDR) · Q3 2026
Frontdoor, Q3 2026: revenue $655M (+6% year over year), operating margin 23.5%, net earnings $116M, operating cash flow $73.0M. The chart follows the revenue to costs, profit and cash.
Arrive AI (ARAI) · Q2 2026
Arrive AI, Q2 2026: revenue $15K (-84% year over year), net loss $14.1M, operating cash flow −$3.3M. The chart follows the revenue to costs, profit and cash.
| Frontdoor (FTDR) | Arrive AI (ARAI) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q2 2026 |
| Revenue | $655M | $15K |
| Revenue growth, Y/Y | +6% | -84% |
| Gross margin | 55.3% | — |
| Operating margin | 23.5% | n/m |
| Net earnings | $116M | −$14.1M |
| Net margin | 17.7% | — |
| Operating cash flow | $73.0M | −$3.3M |
| Free cash flow | $65.0M | — |
| Market value | $6.8B | — |
| P/E | 24.0× | — |
| Analysts’ mean target | $95.40 | — |
Where the revenue comes from
Frontdoor
- Renewals: $479M (73%)
- Non-Warranty and Other: $78.0M (12%)
- Direct to Consumer Home Service Plan Contracts: $54.0M (8%)
- Real Estate Home Service Plan Contracts: $44.0M (7%)
Questions
Which is bigger, Frontdoor or Arrive AI?
Frontdoor is the larger company: $655M of revenue in its latest quarter (Q3 2026) against $15K for Arrive AI (Q2 2026).
Is Frontdoor or Arrive AI growing faster?
Frontdoor is growing faster (+6% against -84% a year earlier).
More: Frontdoor earnings · how Frontdoor makes money · Arrive AI earnings · how Arrive AI makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-Q filed Aug 13, 2026). Fiscal quarters can end on different dates. Not investment advice.