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frontdoor inc (FTDR)
NASDAQ:FTDR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.66Last Year’s EPS
0.64Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial performance in 2025 with notable margin expansion, record free cash flow, aggressive share repurchases and progress on strategic initiatives (member stabilization, non-warranty expansion, and 2-10 integration). Management also set conservative near-term guidance that balances promotional investments to drive member growth with preserving margins, and raised long-term adjusted EBITDA margin targets. Short-term headwinds include slow existing-home sales, a planned revenue tradeoff in DTC from promotional pricing, tariff/claims cost uncertainty, and early-stage non-warranty initiatives (appliances). On balance, the positive results, raised margin guidance, cash generation and clear roadmap for member growth and non-warranty scale outweigh the manageable near-term challenges.Company Guidance
Record Revenue and Top-Line Growth
Full-year revenue increased 14% year-over-year to nearly $2.1 billion; 2026 revenue guide of $2.155B–$2.195B (3%–5% growth) and reaffirmed long-term target of $2.5 billion by 2028.
Margin Expansion and Profitability
Gross margin expanded 150 basis points to a record 55%; gross profit grew 17% year-over-year to over $1 billion. Adjusted EBITDA grew 25% to $553 million and adjusted EBITDA margin expanded more than 200 basis points to ~26%.
Strong Cash Generation and Capital Return
Record free cash flow of $390 million; liquidity of ~$660 million and net leverage of 1.4x. Company repurchased a record $280 million of shares in 2025, returned $87 million in Q4, and has repurchased $720 million since 2021 (reducing shares outstanding ~17% net).
Member Stabilization and Growth Momentum
Membership stabilized in 2025 with two consecutive quarters of sequential member growth to close the year (first time in 5 years). Management expects ending member count growth in 2026 driven by first-year channels (approximately 5% unit growth forecast).
Improved Retention and Member Engagement Metrics
Renewal rates improved 150 basis points to 75%; first-year DTC renewals improved despite promotional pricing. Monthly autopay adoption rose ~100 basis points to 84%; nearly 600,000 AHS app downloads and ~80,000 video chats completed since launch.
Rapid Scale in Non-Warranty Revenue
Non-warranty and other revenue grew 66% year-over-year; new HVAC upgrade revenue grew 48% to $128 million (up $41 million). Moen partnership delivered $15 million in its first full year. Non-warranty guidance for 2026 is $220M–$240M with HVAC expected ~ $165M.
Successful 2-10 Acquisition Integration
Realized more than $20 million of cost synergies (exceeding $10M 2025 target) and contributing incremental volume and builder relationships; migration of 2-10 platform planned for 2026 to capture additional revenue synergies.
Raised Long-Term Margin Target
Company raised long-term adjusted EBITDA margin target from the low-20% range to the mid-20% range, citing structural improvements across pricing, contractor management, supply chain and operating leverage.
Solid Q4 Performance
Q4 revenue grew 13% to $433 million; Q4 gross margin up 70 basis points to 49%; Q4 adjusted EBITDA grew 21% to $59 million; adjusted diluted EPS of $0.23.
Operational and Technology Enhancements
Investments in AI, app functionality (AHS app), virtual experts, SEO and website improvements contributed to higher conversion and member experience; preferred contractor usage remains high (mid-80s).
FTDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FTDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $56.30 | $65.76 | +16.80% |
Nov 05, 2025 | $65.74 | $55.26 | -15.94% |
Aug 05, 2025 | $58.49 | $56.16 | -3.98% |
May 01, 2025 | $41.11 | $46.53 | +13.18% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does frontdoor inc (FTDR) report earnings?
frontdoor inc (FTDR) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is frontdoor inc (FTDR) earnings time?
frontdoor inc (FTDR) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FTDR EPS forecast?
FTDR EPS forecast for the fiscal quarter 2026 (Q1) is 0.66.