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Frontdoor, Inc. (FTDR) stock

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NASDAQ: FTDR Nasdaq Specialized Consumer Services Next results ~November 5, 2026

B Fundamentals grade

Frontdoor, Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$110

Cash-flow model

Base case. Range ~$81–$150 across our lower- and higher-growth cases (3.5%–13.5% a year).

Price vs value

Modestly undervalued

The price is inside our value range, 19% below our base value.

Price used: $89.30, November 2, 2026

Frontdoor, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 3 selling0 purchases and 4 sales by directors and officers, last 12 monthsInsider trades
  • Funds197 adding, 177 cuttingOf 54 active managers that changed their stake, 22 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Frontdoor files

Where Frontdoor stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $2.15bn, up 9.3% on a year earlier, slower than the 12.1% growth a quarter earlier. Free-cash-flow margin rose to 18.0% from 15.4% a year earlier. The diluted share count is down 5.1% on a year earlier, which lifts each remaining share. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 3 of our 5 financial-health checks. Our cash-flow model value is $108 a share, against a share price of $84.03. At that price, our model says the market is pricing in about 3.9% a year of cash-flow growth for five years, slower than the 6.0% a year revenue growth it has delivered.

Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 5, 2026 (estimated)

Frontdoor, Inc.'s trailing-twelve-month revenue grew 9.3% year on year, with a free-cash-flow margin of 18.0%. Where it stands out: net margin of 12.8% ranks 3 of 18 specialized consumer services companies we cover. Where it lags: long-term debt as % of assets of 53.1% ranks 13 of 15 specialized consumer services companies we cover.

Our discounted-cash-flow model values the business at ~$110 per share in the base case (~$81–$150 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 27.4% while net income grew 6.6%: a 21pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $89.30 is 24% below our value per share of $110.
  • Shrinking share count. Diluted shares fell 5.1% in a year, so each share owns more of the business.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Volatile shares. Over the past year the shares showed annualised volatility of 47% and a beta of 0.8 against the S&P 500.
  • Growth easing. The growth rate is 2.9 points lower than a quarter earlier.
  • Below peers: long-term debt as % of assets. Long-term debt as % of assets of 53.1% ranks 13 of 15 specialized consumer services companies we cover (median 26.1%).

Latest results: FY2026 Q2

Filed August 6, 2026
Earnings per share
$1.93 against an average estimate of $1.76: beat by 9.3%
Revenue
$645m, up 4.5% on a year earlier
Share reaction
+18.9% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Guidance given
revenue $642m to $652m (Third-Quarter 2026); adjusted EBITDA $197m to $207m (Third-Quarter 2026)
Next report
November 5, 2026; average EPS estimate $1.77

Frontdoor's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.9%
  • 1 week+6.4%
  • 1 month+15.6%
  • This year+54.8%
  • 1 year+34.4%
  • 5 years+125.3%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.1B
Net margin
12.8%
EPS (TTM, diluted)
$3.78

Growth

Revenue growth
+9.3%
Change in growth rate
−2.9 pts
Share count change
−5.1%

Cash

Free cash flow (TTM)
$386M
FCF margin
18.0%
Stock pay % of revenue
1.8%

Earnings

Last results
August 6, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Leadership
  2. Insider trade
  3. Insider trade
  4. Results
  5. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Frontdoor, Inc. valuation models and calculator

What the price is pricing in

The share price implies about 4.4% a year of cash-flow growth for five years.That is close to the 6.0% a year revenue growth Frontdoor has delivered.

  • Priced in4.4%
  • Last 12 months9.3%
  • 3 years a year7.8%
  • 5 years a year6.0%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($89.15, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$110
Price used
$89.15close November 3, 2026
Implied change
▲ +24%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Frontdoor, Inc.'s free cash flow after stock-based pay with after-tax interest added back ($353M, FY2026 Q2 TTM), growing 6.3% and 7.7% in the next two years (forecasts, guidance and its record), then back to 8.5% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$81–~$150 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Frontdoor, Inc.'s free cash flow after stock-based pay ( $353M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Frontdoor, Inc. as an operating company, with every model that fits that kind of business. Cost of equity 9%: the 10-year Treasury yield (4.9%) plus a beta of 0.9 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$110 ~$81–$150 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$59 ~$47–$92 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: return on equity above 40%: buybacks or intangibles make book value too small an anchor
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$47 ~$40–$56 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$82 ~$47–$110 3 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Frontdoor, Inc. with Specialized Consumer Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −26%
  • Revenue growth 5 points higher ▲ +34%
  • Free-cash-flow margin 1 point lower ▼ −5%
  • Last year's free-cash-flow margin change, if it persists ▲ +15%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $66$92$127$173$232$310
8.5% $48$67$92$125$168$223
10% $38$53$72$97$130$171

Valuation multiples over time Market data may be delayed

At fiscal year end 20182019202020212022202320242025Now
Share price$26.61$47.42$50.21$36.65$20.80$35.22$54.67$57.69$89.30
Market value$2.3bn$4.0bn$4.3bn$3.1bn$1.7bn$2.8bn$4.3bn$4.3bn$6.5bn
+ Net debt (− = net cash)$688m$552m$378m$363m$317m$273m$797m$623m$547m
Enterprise value$2.9bn$4.6bn$4.7bn$3.5bn$2.0bn$3.1bn$5.1bn$4.9bn$7.0bn
Multiples
Price / sales 1.8x2.9x2.9x2.0x1.0x1.6x2.3x2.1x3.0x
Price / earnings 18.0x26.3x38.3x24.5x24.0x16.7x18.1x16.9x23.7x
Price / free cash flow 13.9x22.6x24.5x20.3x16.7x16.8x18.5x11.0x16.8x
EV / EBITDA —————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

77 /100

Strong moat

How hard Frontdoor's competitive advantage looks for rivals to wear away, judged from 9 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 21.2% of total assets over 8 years.

  • Pricing power 15 / 20

    Gross margin has been a median 48.1%, moving by 3.5 percentage points (standard deviation) across 9 years.

  • Durability 11 / 20

    Net margin has been a median 10.6%; its worst year was 6.1%.

  • Cash conversion 16 / 20

    Free cash flow was positive in 8 of 8 years, at a median 12.6% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 15.4% over five years; stock-based pay has been a median 1.4% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (82 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 5, 2026, before the open. Analysts expect revenue of $648m and EPS of $1.77 (range $1.72 to $1.87) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $4.68 +15% $2.2bn +5%
Next $5.13 +9% $2.3bn +6%

Next year's EPS estimate has moved +1.5% in 90 days, across 5 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +2.9% on 90 days ago. In the last 30 days, 3 analysts raised Frontdoor, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Frontdoor, Inc., last 90 days
$4.40 $4.60 $4.80 $5.00 $5.20 $5.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $4.55 Current fiscal year, 60 days ago: $4.72 Current fiscal year, 30 days ago: $4.71 Current fiscal year, 7 days ago: $4.71 Current fiscal year, Now: $4.68 $4.68 Next fiscal year, 90 days ago: $5.05 Next fiscal year, 60 days ago: $5.23 Next fiscal year, 30 days ago: $5.19 Next fiscal year, 7 days ago: $5.19 Next fiscal year, Now: $5.13 $5.13

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $4.55$5.05
60 days ago $4.72$5.23
30 days ago $4.71$5.19
7 days ago $4.71$5.19
Now $4.68$5.13

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $1.76 $1.93 +9.3%
Mar 2026 $0.68 $0.73 +7.9%
Dec 2025 $0.13 $0.23 +74.1%
Sept 2025 $1.51 $1.58 +4.6%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026
  • Revenue Full-Year 2026 $2.19bn to $2.21bn Raised
    “Revenue of $2.19 billion to $2.21 billion.” source
  • Revenue Third-Quarter 2026 $642m to $652m
    “Revenue of $642 million to $652 million.” source
  • Gross profit margin Full-Year 2026 about 55%
    “Gross profit margin of ~55%.” source
  • Realized price increase Full-Year 2026 3% growth to 4% growth
    “Realized price increase of 3% to 4%.” source
  • Volume increase Full-Year 2026 1% growth to 2% growth
    “Volume increase of 1% to 2%.” source
  • Non-warranty and other revenue Full-Year 2026 $230m to $240m
    “$230 million to $240 million in non-warranty and other revenue.” source
Show 8 more items
  • Total home warranty member count growth 2026 about 1% growth
    “Total home warranty member count to increase approximately 1% in 2026, primarily driven by an approximately 5% increase in first-year home warranty member count and strong renewal rates.” source
  • First-year home warranty member count growth 2026 about 5% growth
    “Total home warranty member count to increase approximately 1% in 2026, primarily driven by an approximately 5% increase in first-year home warranty member count and strong renewal rates.” source
  • SG&A Full-Year 2026 $685m to $695m
    “SG&A of $685 million to $695 million.” source
  • Adjusted EBITDA Full-Year 2026 $585m to $600m Non-GAAP Raised
    “Adjusted EBITDA (5) of $585 million to $600 million, and Adjusted EBITDA margin (5) of approximately 27%.” source
  • Adjusted EBITDA margin Full-Year 2026 about 27% Non-GAAP
    “Adjusted EBITDA (5) of $585 million to $600 million, and Adjusted EBITDA margin (5) of approximately 27%.” source
  • Capital expenditures Full-Year 2026 about $30m
    “Capital expenditures of ~$30 million.” source
  • Annual effective tax rate Full-Year 2026 about 25%
    “Annual effective tax rate of approximately 25%.” source
  • Adjusted EBITDA Third-Quarter 2026 $197m to $207m Non-GAAP
    “Adjusted EBITDA (5) of $197 million to $207 million.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Frontdoor, Inc.'s revenue by +6.3% next year and +7.7% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+5.4%, weight 51%) , management guidance (+5.4%, weight 21%) and the company's own record (+8.5%, weight 28%) . How the weights are set.

Analyst recommendations

7 analysts, Nov 2026
Buy457%
Hold343%
Sell00%

Monthly trend

  1. Nov 2026437
  2. Oct 2026437
  3. Sep 2026437

Counts of recommendations published by analysts covering Frontdoor, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.2%
of tradable shares
Days to cover
5.38
at average volume
Short interest, 1 month
+4%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
0.7%
of shares
Employees
2,034
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +34.4%

$66.43 on October 31, 2025 to $89.30

ThenNowEffect
Revenue (last 12 months) $2.0bn $2.1bn +9.3%
Net margin 13.1% 12.8% −2.4%
P/E multiple 19.8x 23.7x +19.7%
Share count 76m 73m +5.4%

Biggest factor: p/e multiple.

Last 3 years +164.7%

$33.73 on November 3, 2023 to $89.30

ThenNowEffect
Revenue (last 12 months) $1.7bn $2.1bn +25.3%
Net margin 7.5% 12.8% +70.9%
P/E multiple 21.5x 23.7x +9.8%
Share count 82m 73m +12.6%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
FTDR−27%−43%+69%+55%+6%+55%
Industry peers (median)+17%−61%−28%+8%−8%−35%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
FTDR33%33%58%50%58%64%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
FTDR−44%−49%−23%−16%−41%−25%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since September 13, 2018: 66% from February 12, 2021 to December 23, 2022. Getting back needed a 198% gain, reached on November 8, 2024, 686 days after the low.

Price behaviour

52-week range
$49.10 – $90.83
From 52-week high
−1.7%
vs 50-day average
+11.5%
vs 200-day average
+28.4%
Volatility (1 year)
47%
Beta vs S&P 500
0.77

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±15.1%
After a week
8 up, 4 down
typical move ±17.0%
After a month
7 up, 5 down
typical move ±15.8%
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +18.9% +0.5% +10.8% +8.1%
April 30, 2026 +13.6% +1.3% +12.1% −0.2%
February 26, 2026 +21.8% −1.0% +21.0% −4.7%
November 5, 2025 −24.9% −0.7% −22.0% −19.3%
August 5, 2025 −2.7% +0.3% −2.5% +8.2%
May 1, 2025 +25.3% +2.2% +30.1% +37.4%
February 27, 2025 −20.4% −0.1% −28.8% −33.5%
November 4, 2024 +10.7% +1.0% +16.6% +19.9%
August 1, 2024 +11.5% −3.3% +13.3% +21.8%
May 2, 2024 +12.6% +2.2% +19.1% +15.4%
February 28, 2024 −5.1% +0.2% −7.5% −1.4%
November 1, 2023 +13.4% +3.0% +20.0% +19.5%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Frontdoor, Inc.’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Frontdoor, Inc. in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Frontdoor, Inc.
$1.7B $1.8B $1.9B $2B $2.1B $2.2B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1.8B Revenue (TTM), FY23 Q4: $1.8B Revenue (TTM), FY24 Q1: $1.8B Revenue (TTM), FY24 Q2: $1.8B Revenue (TTM), FY24 Q3: $1.8B Revenue (TTM), FY24 Q4: $1.8B Revenue (TTM), FY25 Q1: $1.9B Revenue (TTM), FY25 Q2: $2B Revenue (TTM), FY25 Q3: $2B Revenue (TTM), FY25 Q4: $2.1B Revenue (TTM), FY26 Q1: $2.1B Revenue (TTM), FY26 Q2: $2.1B $2.1B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1.8B
FY23 Q4 $1.8B
FY24 Q1 $1.8B
FY24 Q2 $1.8B
FY24 Q3 $1.8B
FY24 Q4 $1.8B
FY25 Q1 $1.9B
FY25 Q2 $2B
FY25 Q3 $2B
FY25 Q4 $2.1B
FY26 Q1 $2.1B
FY26 Q2 $2.1B
Revenue growth, TTM YoY Frontdoor, Inc.
0% 5% 10% 15% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 5.6% Revenue growth, TTM YoY, FY23 Q4: 7.1% Revenue growth, TTM YoY, FY24 Q1: 6.7% Revenue growth, TTM YoY, FY24 Q2: 5.6% Revenue growth, TTM YoY, FY24 Q3: 4.1% Revenue growth, TTM YoY, FY24 Q4: 3.5% Revenue growth, TTM YoY, FY25 Q1: 5.5% Revenue growth, TTM YoY, FY25 Q2: 8.6% Revenue growth, TTM YoY, FY25 Q3: 11.9% Revenue growth, TTM YoY, FY25 Q4: 13.7% Revenue growth, TTM YoY, FY26 Q1: 12.1% Revenue growth, TTM YoY, FY26 Q2: 9.3% 9.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 5.6%
FY23 Q4 7.1%
FY24 Q1 6.7%
FY24 Q2 5.6%
FY24 Q3 4.1%
FY24 Q4 3.5%
FY25 Q1 5.5%
FY25 Q2 8.6%
FY25 Q3 11.9%
FY25 Q4 13.7%
FY26 Q1 12.1%
FY26 Q2 9.3%
FCF margin (TTM) Frontdoor, Inc.
5% 10% 15% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 9.6% FCF margin (TTM), FY23 Q4: 9.6% FCF margin (TTM), FY24 Q1: 10.7% FCF margin (TTM), FY24 Q2: 13.1% FCF margin (TTM), FY24 Q3: 12.9% FCF margin (TTM), FY24 Q4: 12.5% FCF margin (TTM), FY25 Q1: 14.5% FCF margin (TTM), FY25 Q2: 15.4% FCF margin (TTM), FY25 Q3: 16.9% FCF margin (TTM), FY25 Q4: 18.6% FCF margin (TTM), FY26 Q1: 18.2% FCF margin (TTM), FY26 Q2: 18.0% 18.0%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 9.6%
FY23 Q4 9.6%
FY24 Q1 10.7%
FY24 Q2 13.1%
FY24 Q3 12.9%
FY24 Q4 12.5%
FY25 Q1 14.5%
FY25 Q2 15.4%
FY25 Q3 16.9%
FY25 Q4 18.6%
FY26 Q1 18.2%
FY26 Q2 18.0%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1,020 1,157 1,258 1,365 1,474 1,602 1,662 1,780 1,843 2,093 2,147
Gross profit 494 567 572 678 716 784 710 885 991 1,157 1,192
Net income 124 160 125 153 112 128 71 171 235 255 274
Diluted EPS $1.47 $1.90 $1.47 $1.80 $1.31 $1.50 $0.87 $2.12 $3.01 $3.42 $3.78
Growth (year on year)
Revenue — +13.4% +8.7% +8.5% +8.0% +8.7% +3.7% +7.1% +3.5% +13.6% +9.3%
Net income — +29.0% −21.9% +22.4% −26.8% +14.3% −44.5% +140.8% +37.4% +8.5% +6.6%
Diluted EPS — +29.3% −22.6% +22.4% −27.2% +14.5% −42.0% +143.7% +42.0% +13.6% +12.3%
Margins
Gross margin 48.4% 49.0% 45.5% 49.7% 48.6% 48.9% 42.7% 49.7% 53.8% 55.3% 55.5%
Net margin 12.2% 13.8% 9.9% 11.2% 7.6% 8.0% 4.3% 9.6% 12.8% 12.2% 12.8%
Free-cash-flow margin 14.1% 15.5% 12.9% 13.0% 11.9% 9.6% 6.1% 9.6% 12.5% 18.6% 18.0%
Cash flow
Cash from operations 155 194 189 200 207 185 142 202 270 416 410
Capital spending 11 15 27 22 32 31 40 32 39 26 24
Free cash flow 144 179 162 178 175 154 102 170 231 390 386
Stock-based pay 4 4 4 9 17 25 22 26 26 34 38
Free cash flow after stock pay 140 175 158 169 158 129 80 144 205 356 348
Balance sheet
Cash 168 282 296 428 597 262 292 325 421 566 627
Total debt 0 9 984 980 975 625 609 598 1,218 1,189 1,174
Net debt (negative = net cash) −168 −273 688 552 378 363 317 273 797 623 547
Diluted shares 85m 85m 85m 85m 86m 86m 82m 81m 78m 75m 73m
Returned to shareholders
Dividends 87 63 137 — — — — — — — —
Buybacks — — — — — 103 59 121 161 283 300
Total returned 87 63 137 — — 103 59 121 161 283 300

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

3 of 5 checks passed · June 30, 2026
What it owns · $2.2bn
Short-term assets $692mLonger-term assets $1.5bn
What it owes, and who funded it · $719m
Short-term liabilities $435mShareholders' equity $284m
  • Short-term assets cover short-term liabilities $692m of assets due within a year against $435m of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt $627m of cash against $1.2bn of debt.
  • Debt below 40% of shareholders' equity Debt is 408% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 30400% to 408% over five years.
  • A year's operating cash flow covers at least 20% of debt $410m of operating cash flow against $1.2bn of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Frontdoor, Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$300M
Buybacks, last 3 fiscal years
$565M
Diluted share count
−5.1%
year over year
Total shareholder yield
4.8%
dividends 0.0% + buybacks 4.8% of market value
Sales & admin spending
31.8%
of revenue

Competitors: side by side with peers

Closest by revenue in specialized consumer services
Last 12 months unless stated FTDR BFAM HRB SCI ADT CSV Median
Revenue, last 12 months $2.1bn $3.1bn $3.9bn $4.4bn $5.2bn $417m $222m
Revenue growth, last 12 months 9.3% 6.7% 4.9% 3.0% 2.1% 2.4% 5.8%
Revenue growth, 3-year average 7.8% 9.6% 4.4% 2.8% 1.7% 3.7% 3.7%
Revenue growth, latest quarter 4.5% 4.8% 3.0% 4.6% 2.0% 0.8% 2.8%
Gross margin 55.5% 22.8% 44.3% 25.9% — 35.1% 35.1%
Operating margin — 0.1% — 22.7% 25.0% 21.9% 2.2%
Operating margin, 3-year average — 6.6% — 22.4% 25.2% 22.0% −3.8%
Net margin 12.8% −4.4% 18.6% 12.7% 11.9% 10.7% 1.9%
Cash from operations / revenue 19.1% 11.6% 21.3% 24.5% 41.8% 14.7% 8.7%
Free-cash-flow margin 18.0% 8.3% 19.2% 15.4% 38.1% 9.0% 6.6%
Free-cash-flow margin, 3-year average 15.5% 8.2% 17.8% 14.8% 36.1% 9.6% 5.7%
Stock pay / revenue 1.8% 1.0% 0.8% 0.4% 1.1% 1.9% 1.9%
Change in share count −5.1% −8.6% −6.2% −3.4% 0.7% 1.6% 4.4%

Median of all 18 companies we cover in specialized consumer services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

18 specialized consumer services companies
Measure Company Peer median Rank
Revenue growth Growth 9.3% 6.7% 6 of 18
Change in growth rate Growth -2.9pp -1.2pp 12 of 18
Gross margin Profitability 55.5% 35.1% 4 of 14
Net margin Profitability 12.8% 3.1% 3 of 18
Free-cash-flow margin Cash generation 18.0% 8.3% 5 of 18
Stock pay as % of revenue Cash generation 1.8% 2.0% 7 of 16
Long-term debt as % of assets Balance sheet 53.1% 26.1% 13 of 15
Change in share count Balance sheet -5.1% 7.2% 3 of 15

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Products and services
Line of business Revenue Share YoY
Renewals $1.6B 75.8% ▲ 10.4%
Non-Warranty and Other $193M 9.2% ▲ 66.4%
Direct To Consumer Home Service Plan Contracts $172M 8.2% ▲ 3.6%
Real Estate Home Service Plan Contracts $141M 6.7% ▲ 12.8%

From Frontdoor, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$5.5B
Institutions reporting
384
Shares held vs prior quarter
▲ 0.2%
Positions opened / closed
60 / 39

Top buyers and sellers, Q2 2026: 197 institutions bought and 177 sold ; the biggest buyer was Goldman Sachs Group Inc (+993K shares) and the biggest seller FMR LLC (−713K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $860M 11.1M 15.6% ▲ 0.7%
Boston Partners $416M 5.4M 7.5% ▲ 8.9%
Vanguard Portfolio Management LLC $371M 4.8M 6.7% ▲ 2.1%
State Street Corp $273M 3.5M 4.9% ▲ 1.0%
Fuller & Thaler Asset Management, Inc. $257M 3.3M 4.7% ▲ 25.6%
Vanguard Capital Management LLC $246M 3.2M 4.5% ▼ 0.5%
Geode Capital Management, LLC $184M 2.4M 3.3% ▲ 6.1%
Renaissance Technologies LLC $146M 1.9M 2.6% ▲ 1.5%
Reinhart Partners, Llc. $131M 1.7M 2.4% ▲ 4.0%
Goldman Sachs Group Inc $131M 1.7M 2.4% ▲ 143.9%
Price T Rowe Associates Inc $127M 1.6M 2.3% ▲ 61.1%
Morgan Stanley $118M 1.5M 2.1% ▼ 5.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Frontdoor, Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $4.6M 4 trades by 3 insiders · 0% under pre-set plans
Net ▼ $4.6M net selling
Insider Date Trade Shares Price Value
Collins Kathryn M SVP & Chief Revenue Officer August 10, 2026 Sell 10,000 $88.98 $889,800
Iverson Evan SVP & Chief Operating Officer August 10, 2026 Sell 18,190 $85.50 $1.6M
Fiarman Jeffrey SVP & Chief Legal Officer August 10, 2026 Sell 13,000 $85.11 $1.1M
Fiarman Jeffrey SVP & Chief Legal Officer March 3, 2026 Sell 15,000 $67.60 $1M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 3 trades and filings

No trades in Frontdoor, Inc. disclosed in the last 12 months; 3 earlier trades on record.

  • Gilbert Ray Cisneros, Jr.(D-CA 39):Purchase, $1,001 - $15,000, traded December 22, 2020, filed January 11, 2021
  • Peter Welch(D-VT):Sale (full), $1,001 - $15,000, traded March 16, 2020, filed April 10, 2020
  • Peter Welch(D-VT):Purchase, $1,001 - $15,000, traded February 19, 2020, filed March 10, 2020

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 6, 2026
  • April 30, 2026
  • February 26, 2026
  • November 5, 2025
  • August 5, 2025
  • May 1, 2025

Recent SEC filings

Data status

When each part of this page on Frontdoor, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Frontdoor, Inc. in brief

What does Frontdoor, Inc. do?
Frontdoor, Inc. is a US-listed company in the specialized consumer services industry. Its financial year ends in December.
What is Frontdoor, Inc.'s stock ticker?
Frontdoor, Inc. trades under the ticker FTDR on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Frontdoor, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Frontdoor, Inc. reported revenue of $2.1B, 9.3% higher than a year earlier, according to its SEC filings.
What is Frontdoor, Inc.'s free cash flow?
Frontdoor, Inc.'s free-cash-flow margin is 18.0% of revenue over the trailing twelve months, ranking 5 of the 18 specialized consumer services companies we cover.
What is Frontdoor, Inc.'s fair value (intrinsic value) per share?
Our discounted-cash-flow model of Frontdoor, Inc.'s free cash flow after stock-based pay gives ~$110 per share in the base case, and ~$81–$150 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Frontdoor, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Boston Partners and Vanguard Portfolio Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Frontdoor, Inc. buying back stock, and does it pay a dividend?
Frontdoor, Inc. spent $300M on share repurchases over the trailing twelve months, and its diluted share count fell 5.1% over the year.
What is Frontdoor, Inc.'s market cap?
On November 2, 2026, Frontdoor, Inc.'s market capitalisation was about $6.5B, with a price-to-earnings ratio of 23.7 and net debt of $547M. Market figures come from third-party market data and may be delayed.
How much debt does Frontdoor, Inc. have?
Frontdoor, Inc.'s debt-to-equity ratio is 408.5%, from its latest balance sheet (30400.0% five years earlier). The financial health section below sets out its other solvency checks.
Who are Frontdoor, Inc.'s competitors?
In our Specialized Consumer Services peer group, the companies closest to Frontdoor, Inc. are Bright Horizons Family Solutions Inc., H&R Block Inc, Service Corp International, ADT Inc. and Carriage Services Inc. The side-by-side comparison below sets their revenue, margins and growth against Frontdoor, Inc.'s.
Are insiders buying or selling Frontdoor, Inc. stock?
Over the last 12 months, Frontdoor, Inc.'s directors and officers reported 0 open-market purchases and 4 sales on Form 4. The insider trading page charts every trade.
When is Frontdoor, Inc.'s next earnings date?
Around November 5, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Frontdoor, Inc. announces its own schedule.