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Rollins vs Frontdoor: ROL and FTDR compared
Rollins is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $655M for Frontdoor (Q3 2026). Rollins is growing faster (+6% against +6% a year earlier). Frontdoor is more profitable, with an operating margin of 23.5% against 20.5%.
Where the money goes: ROL and FTDR
Rollins (ROL) · Q3 2026
Rollins, Q3 2026: revenue $1.1B (+6% year over year), operating margin 20.5%, net earnings $158M, operating cash flow $242M. The chart follows the revenue to costs, profit and cash.
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.
| Rollins (ROL) | Frontdoor (FTDR) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.1B | $655M |
| Revenue growth, Y/Y | +6% | +6% |
| Gross margin | — | 55.3% |
| Operating margin | 20.5% | 23.5% |
| Net earnings | $158M | $116M |
| Net margin | 14.5% | 17.7% |
| Operating cash flow | $242M | $73.0M |
| Free cash flow | $235M | $65.0M |
| Market value | $18.2B | $6.8B |
| P/E | 34.8× | 24.0× |
| Analysts’ mean target | $38.24 | $95.40 |
Where the revenue comes from
Rollins
- Residential revenues: $500M (46%)
- Commercial revenues: $361M (33%)
- Termite and ancillary revenues: $218M (20%)
- Other revenues: $6.7M (1%)
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, Rollins or Frontdoor?
Rollins is the larger company: $1.1B of revenue in its latest quarter (Q3 2026) against $655M for Frontdoor (Q3 2026).
Is Rollins or Frontdoor growing faster?
Rollins is growing faster (+6% against +6% a year earlier).
Which is more profitable, Rollins or Frontdoor?
Frontdoor is more profitable, with an operating margin of 23.5% against 20.5%.
More: Rollins earnings · how Rollins makes money · Frontdoor earnings · how Frontdoor makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 22, 2026; 10-Q filed Nov 5, 2026). Fiscal quarters can end on different dates. Not investment advice.