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Frontdoor, Inc.(FTDR)Earnings, Financials & Key Ratios
FTDR•NASDAQ
$78.42
22.9× P/E·Price updated Jul 7, 2026
AboutFrontdoor, Inc. provides home service plans in the United States. The company's home service plans cover the repair or replacement of principal components of approximately 20 home systems and appliances, including electrical, plumbing, water heaters, refrigerators, dishwashers, and ranges/ovens/cooktops, as well as electronics, pools, and spas and pumps; and central heating, ventilation, and air conditioning systems. It also offers ProConnect on-demand home services business and Streem, a technology platform that uses augmented reality, computer vision, and machine learning that helps home service professionals quickly and accurately diagnose breakdowns and complete repairs. The company serves homeowners under the American Home Shield, HSA, Landmark Home Warranty, OneGuard, Frontdoor, and Streem brands. The company was founded in 1971 and is headquartered in Memphis, Tennessee.Show more
- Revenue$2.09B+13.6%
- EBITDA$489M+29.0%
- Net Income$255M+8.5%
- EPS (Diluted)3.42+13.6%
- Gross Margin55.28%+2.8%
- EBITDA Margin23.36%+13.6%
- Operating Margin19.11%+3.6%
- Net Margin12.18%-4.4%
- ROE106.03%-15.2%
FTDR Price & Volume
Frontdoor, Inc. (FTDR) stock price & volume — 10-year historical chart
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Subscription Scaling Drives Margin Expansion Amid Leverage
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Expanding
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Seasonal Claims Cost Volatility
Key Thesis Takeaways
- Frontdoor demonstrates a compelling growth trajectory through its subscription-based home service model, evidenced by revenue scaling to $617 million in 2025Q3.
- While the company benefits from low capital intensity and consistent deferred revenue of $362 million, investors should monitor the inherent volatility in net margins and the elevated debt-to-equity ratio of 5.01.
- Long-term value creation appears supported by aggressive share repurchases, though the concentration of $959 million in goodwill warrants continued scrutiny regarding future asset impairment risks.
Verdict Logic
while the forward P/E of 16.46 suggests a reasonable valuation, the high debt-to-equity ratio of 5.01 and seasonal earnings volatility necessitate a cautious approach to entry.
FTDR Growth Metrics
Frontdoor, Inc. (FTDR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years7.26%
3 Years7.99%
TTM12%
Profit CAGR
10 Years-
5 Years17.89%
3 Years53.14%
TTM9.24%
EPS CAGR
10 Years-
5 Years21.16%
3 Years57.82%
TTM14.32%
Return on Capital
10 Years29.57%
5 Years27.33%
3 Years28.81%
Last Year23%
FTDR Recent Earnings
Frontdoor, Inc. (FTDR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.73+10.6%
$0.66
Rev
$451M+2.0%
$442M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$0.23+109.1%
$0.11
Rev
$433M+2.7%
$421M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$1.58+6.0%
$1.49
Rev
$617M+46.3%
$422M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$1.63+13.2%
$1.44
Rev
$617M+2.3%
$603M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.73vs $0.66+10.6% | $451Mvs $442M+2.0% |
| Q1 2026 | Feb 26, 2026 | $0.23vs $0.11+109.1% | $433Mvs $421M+2.7% |
| Q4 2025 | Nov 5, 2025 | $1.58vs $1.49+6.0% | $617Mvs $422M+46.3% |
| Q3 2025 | Aug 5, 2025 | $1.63vs $1.44+13.2% | $617Mvs $603M+2.3% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Frontdoor, Inc. (FTDR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $78.42 | $5.5B | 22.93 | 13.56% | 12.18% | 106.03% | — | |
| $354.25 | $9.97B | 19.39 | 1.49% | 8.95% | 22.15% | — | |
| $209.62 | $7.69B | 19.32 | -0.41% | 7.58% | 32.17% | — | |
| $389.44 | $15.83B | 31.79 | -4.98% | 6.85% | 15.31% | — | |
| $45.17 | $2.65B | 17.44 | 4.62% | 1.75% | 8.94% | — | |
| $6.05 | $402.95M | -3.71 | 46.26% | -2640.25% | -47.31% | — |
Compare FTDR vs Peers
Frontdoor, Inc. (FTDR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
FTDR SEC Filings & Documents
Frontdoor, Inc. (FTDR) SEC filings — annual & quarterly reports (10-K, 10-Q)
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FTDR Frequently Asked Questions
Frontdoor, Inc. (FTDR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Frontdoor, Inc.'s revenue?
Frontdoor, Inc. (FTDR) reported $2.12B in revenue for fiscal year 2025. This represents a 108% increase from $1.02B in 2016.
How fast is Frontdoor, Inc. growing?
Frontdoor, Inc. (FTDR) grew revenue by 13.6% over the past year. This is steady growth.
Is FTDR profitable?
Yes, Frontdoor, Inc. (FTDR) is profitable, generating $260.0M in net income for fiscal year 2025 (12.2% net margin).
Dividend & Returns
What is FTDR's return on equity?
Frontdoor, Inc. (FTDR) has a return on equity (ROE) of 106.0%. This is excellent, indicating efficient use of shareholder capital.
What is Frontdoor, Inc.'s free cash flow?
Frontdoor, Inc. (FTDR) generated $385.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.