Earnings summaries and quarterly performance for Frontdoor.
Executive leadership at Frontdoor.
William Cobb
Detailed
Chief Executive Officer
CEO
BG
Bala Ganesh
Detailed
Senior Vice President and Chief Technology Officer
EI
Evan Iverson
Detailed
Senior Vice President, Chief Operating Officer
JB
Jason Bailey
Detailed
Senior Vice President and Chief Financial Officer
JF
Jeffrey Fiarman
Detailed
Senior Vice President, Chief Legal Officer and Secretary
KC
Kathryn Collins
Detailed
Senior Vice President, Chief Revenue Officer
Board of directors at Frontdoor.
Research analysts who have asked questions during Frontdoor earnings calls.
Sergio Segura
KeyBanc Capital Markets
7 questions for FTDR
Also covers: ANGI, YELP
MH
Mark Hughes
Truist Securities
6 questions for FTDR
Also covers: AIZ, AJG, AMBC +42 more
JS
Jeffrey Schmitt
William Blair
5 questions for FTDR
Also covers: AIZ, AMP, CBOE +8 more
CC
Cory Carpenter
JPMorgan Chase & Co.
3 questions for FTDR
Also covers: ANGI, APP, BMBL +16 more
Eric Sheridan
Goldman Sachs
3 questions for FTDR
Also covers: ABNB, ACVA, AMZN +47 more
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
3 questions for FTDR
Also covers: ACA, ALSN, ARMK +21 more
DP
Daniel Pfeiffer
JPMorgan Chase & Co.
2 questions for FTDR
Also covers: IAC, MAX, MYPS
Isaac Sellhausen
Oppenheimer & Co. Inc.
2 questions for FTDR
Also covers: ALSN, ATSG, CCSI +10 more
JS
Jeff Schmitt
William Blair & Company, L.L.C.
2 questions for FTDR
Also covers: AIZ, AMP, CBOE +11 more
MF
Maxwell Fritscher
Truist Financial Corporation
1 question for FTDR
Also covers: BXSL, EQH, FSK +10 more
Recent press releases and 8-K filings for FTDR.
Frontdoor Reports Record Q4 and Full Year 2025 Financial Results, Issues 2026 Guidance
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor reported record financial performance for fiscal year 2025, with revenue growing 14% to $2,093 million, Net Income increasing 9% to $255 million, and Adjusted EBITDA rising 25% to $553 million. The gross margin expanded to 55%.
- The company returned $280 million to shareholders through share repurchases in 2025, repurchasing 7% of shares outstanding.
- Operational achievements in 2025 included stabilizing the total member count and growing new HVAC sales by 48% to $128 million. The company also realized over $20 million in cost synergies from the 2-10 integration.
- For 2026, Frontdoor expects revenue between $2.155 billion and $2.195 billion and Adjusted EBITDA between $565 million and $580 million, with an Adjusted EBITDA margin of approximately 26%.
- Frontdoor maintained a strong financial profile in 2025, generating $390 million in Free Cash Flow and achieving a Net Debt to Adjusted EBITDA ratio of 1.4x.
2 days ago
Frontdoor Reports Strong Q4 and Full Year 2025 Results, Raises Long-Term Margin Target
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor reported strong full-year 2025 results, with revenue increasing 14% to nearly $2.1 billion and Adjusted EBITDA growing 25% to $553 million, achieving a record gross profit margin of 55%.
- The company stabilized its member count in 2025 and expects it to grow in 2026, marking the first year of ending member count growth since 2020.
- Frontdoor is raising its long-term Adjusted EBITDA margin target to the mid-20% range and anticipates revenue to reach $2.5 billion by 2028.
- For 2026, the company forecasts revenue between $2.155 billion and $2.195 billion and Adjusted EBITDA between $565 million and $580 million, maintaining strong Adjusted EBITDA margins of approximately 26%.
- Frontdoor generated record free cash flow of $390 million in 2025 and is on track to complete its current $650 million share repurchase authorization by early 2027, having bought back $280 million worth of shares in 2025.
2 days ago
Frontdoor Reports Strong Q4 and Full-Year 2025 Results, Raises Long-Term EBITDA Margin Target, and Provides 2026 Outlook
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor reported strong full-year 2025 financial results, with revenue increasing 14% year-over-year to nearly $2.1 billion, net income growing 9% to $255 million, and Adjusted EBITDA up 25% to $553 million. Gross profit margin expanded 150 basis points to a record 55%.
- The company achieved member count stabilization in 2025 and anticipates total member count growth in 2026, marking the first such growth since 2020. Non-warranty revenue, significantly boosted by the new HVAC program, grew 48% to $128 million in 2025.
- For 2026, Frontdoor projects revenue in the range of $2.155 billion-$2.195 billion and Adjusted EBITDA between $565 million-$580 million, maintaining strong margins of approximately 26%. The long-term Adjusted EBITDA margin target has been raised to the mid-20% range.
- Frontdoor repurchased a record $280 million in shares during 2025 and is ahead of schedule to complete its current share repurchase authorization by early 2027.
2 days ago
Frontdoor Reports Strong Q4 and Full-Year 2025 Results, Raises Long-Term Adjusted EBITDA Margin Target
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor reported record full-year 2025 revenue of nearly $2.1 billion, a 14% increase year-over-year, with Adjusted EBITDA growing 25% to $553 million and a record $390 million in free cash flow.
- The company stabilized its member count in 2025 and expects total member count to grow in 2026, marking the first year of growth since 2020. Renewal rates improved by 150 basis points to 75%.
- Non-warranty revenue streams showed strong growth, with the new HVAC program growing 48% to $128 million in 2025, and the 2-10 acquisition realizing over $20 million in cost synergies, exceeding the original 2025 target.
- For 2026, Frontdoor expects revenue in the range of $2.155 billion to $2.195 billion and Adjusted EBITDA between $565 million and $580 million.
- The company raised its long-term Adjusted EBITDA margin target from the low 20% range to the mid-20% range and reiterated its expectation to reach $2.5 billion in revenue by 2028.
2 days ago
Frontdoor Announces Record Full-Year 2025 Financial Results and Provides 2026 Outlook
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor, Inc. reported record full-year 2025 financial results, with total revenue increasing 14% to $2.09 billion and Adjusted EBITDA growing 25% to $553 million.
- Net income rose 9% to $255 million and diluted earnings per share increased 14% to $3.42 for full-year 2025.
- The company repurchased $280 million of shares in 2025.
- For full-year 2026, Frontdoor projects revenue between $2.155 billion and $2.195 billion and Adjusted EBITDA from $565 million to $580 million.
- Frontdoor also raised its long-term Adjusted EBITDA margin outlook to the mid 20% range.
2 days ago
Frontdoor Discusses Strategic Growth, Margin Durability, and AI Adoption
FTDR
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- Frontdoor anticipates its ending member count will turn positive sometime in 2026, with 3% organic revenue growth expected in 2025 and further expansion in 2026, alongside projected EBITDA dollar growth in 2026.
- The company, holding approximately 40% market share in home warranties, has achieved its first quarter of organic growth in the real estate channel in five years and continues to see strong performance in its direct-to-consumer business.
- Frontdoor is expanding its non-warranty offerings, starting with HVAC (guided at $125 million from a standing start) and planning a nationwide rollout of appliances in 2026, aiming to increase "share of wallet" with existing members.
- The company reports record margin levels, attributing durability to its dynamic pricing model, strong contractor relationships, and effective management of inflation at low single digits (3-4%).
- Frontdoor is actively leveraging AI to enhance marketing strategies (including integration with large language models for search), accelerate service authorization processes, and empower sales agents with real-time objection handling.
Nov 18, 2025, 7:00 PM
Frontdoor Discusses Growth Outlook, Non-Warranty Expansion, and Capital Allocation
FTDR
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- Frontdoor expects 3% organic revenue growth this year, with further expansion in 2026 and 2027, and anticipates EBITDA dollar growth in 2026. The company projects its ending member count to turn positive sometime in 2026.
- The direct-to-consumer (DTC) business has grown units for five consecutive quarters, and the real estate channel recently achieved its first organic growth in five years. Retention rates have improved by approximately 300 basis points over the last several years.
- The non-warranty business, currently guided at $125 million for HVAC, plans to roll out appliances nationwide in 2026 to increase share of wallet with existing members.
- Capital allocation priorities include growth, maintaining a strong balance sheet, and returning cash to shareholders, with a current focus on share repurchases. The integration of 2-10 is ahead of schedule, having achieved half of the projected $30 million+ synergies by 2028.
Nov 18, 2025, 7:00 PM
Frontdoor Discusses Member Growth Outlook, Revenue Expansion, and Strategic Initiatives at Wells Fargo Summit
FTDR
Guidance Update
New Projects/Investments
M&A
- Jason Bailey was recently promoted to CFO, bringing experience from public accounting and M&A.
- Frontdoor anticipates its ending member count will turn positive sometime in 2026, driven by organic growth in the real estate channel (first time in five years) and continued strength in the direct-to-consumer business.
- The company projects 3% organic revenue growth this year (2025), with expectations to expand on this in 2026 and 2027, and confirms that EBITDA dollars will grow in 2026.
- Frontdoor is expanding its non-warranty business, currently at a $125 million guide for HVAC, with plans to roll out appliances nationwide in 2026. This strategy aims to increase share of wallet with existing members and is a profitable venture from an EBITDA margin perspective.
- The company is focused on capital allocation, prioritizing growth, maintaining a strong balance sheet, and returning cash to shareholders, with a current emphasis on share repurchases due to valuation. Integration of the 2-10 acquisition is progressing well, with $15 million in synergies already realized.
Nov 18, 2025, 7:00 PM
Frontdoor Reports Strong Q3 2025 Results, Raises Full-Year Outlook, and Announces CFO Change
FTDR
Earnings
Guidance Update
CFO Change
- Frontdoor (FTDR) reported strong Q3 2025 financial results, with revenue increasing 14% to $618 million and Adjusted EBITDA growing 18% to $195 million. The gross profit margin expanded by 60 basis points to 57%, and adjusted earnings per share grew 15% to $1.58.
- The company raised its full-year 2025 outlook, now expecting revenue between $2.075 billion and $2.085 billion and Adjusted EBITDA between $545 million and $550 million.
- Key growth drivers included an 8% increase in first-year organic direct-to-consumer (DTC) ending member count and the first sequential growth in real estate member count in five years. The full-year outlook for new HVAC revenue was also raised to $125 million, a 44% increase over 2024.
- Frontdoor announced that Jessica Ross resigned as CFO, effective November 10, 2025, and will be succeeded by Jason Bailey. The company is also reevaluating its long-term margin targets due to successful margin improvements.
Nov 5, 2025, 1:30 PM
Frontdoor Announces Strong Q3 2025 Financial Results and Revised Full-Year Outlook
FTDR
Earnings
Guidance Update
Share Buyback
- Frontdoor reported Q3 2025 revenue of $618 million, a 14% increase year-over-year, with Net Income of $106 million and Adjusted EBITDA of $195 million, up 5% and 18% respectively.
- The company achieved a Gross Profit Margin of 57% in Q3 2025, an increase of 60 basis points compared to the prior year period.
- Diluted Earnings Per Share (EPS) was $1.42, while Adjusted Diluted EPS reached $1.58 for Q3 2025.
- Frontdoor repurchased $215 million of shares year-to-date through October 31, 2025.
- For the full year 2025, Frontdoor revised its outlook, expecting revenue between $2.075 billion and $2.085 billion and Adjusted EBITDA between $545 million and $550 million.
Nov 5, 2025, 1:30 PM
Quarterly earnings call transcripts for Frontdoor.
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