The earnings call highlighted significant revenue growth, improved margins, and successful integration and performance in the HVAC and 2-10 acquisition sectors. However, challenges in the real estate market and expected decline in home warranties were noted as concerns. Overall, the positive financial performance and strategic advancements outweighed the challenges.

Company Guidance

During the Frontdoor Incorporated Second Quarter 2025 Earnings Conference Call, the company provided several key metrics and guidance for the fiscal year. Revenue for the second quarter increased by 14% year-over-year to $617 million, and gross margin improved by 130 basis points to 58%. Net income grew by 21% to $111 million, while adjusted EBITDA saw a significant rise of 26% to $199 million. The company also reported a 9% organic growth in first-year DTC home warranties and strong performance in non-warranty revenue, notably from the new HVAC program, which is projected to generate $120 million in revenue for the year. Additionally, Frontdoor repurchased $150 million worth of shares year-to-date through July 31. For the full year, the company raised its revenue outlook to between $2.055 billion and $2.075 billion and increased its adjusted EBITDA guidance to a range of $530 million to $550 million. Frontdoor also highlighted a retention rate of 78.3% and a strong utilization of preferred contractors at 84%.

Strong Revenue Growth

Revenue increased 14% year-over-year to $617 million, with significant contributions from the 2-10 acquisition and organic growth in the direct-to-consumer channel.

Improved Gross Margin

Gross margin improved to 58%, a 130 basis point increase over the prior year, driven by operational efficiencies and favorable macroeconomic conditions.

Net Income and EBITDA Growth

Net income grew 21% to $111 million, and adjusted EBITDA increased 26% to $199 million, showcasing strong financial performance.

Successful Integration of 2-10 Acquisition

Synergies from the 2-10 acquisition are ahead of schedule, with cost synergies expected to reach $15 million, up from $10 million.

Successful Non-Warranty Revenue Growth

Non-warranty revenue, including the new HVAC program, grew significantly, with HVAC program revenue expected to be 40% higher than last year.

Strong Free Cash Flow

Free cash flow increased 44% to $237 million in the first half of 2025, demonstrating strong cash generation capabilities.

frontdoor (FTDR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

FTDR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.46 / -	1.38	―	―	―
Aug 05, 2025	2025 (Q2)	1.44 / 1.63	1.27	28.35% (+0.36)
May 01, 2025	2025 (Q1)	0.38 / 0.64	0.44	45.45% (+0.20)
Feb 27, 2025	2024 (Q4)	0.11 / 0.27	0.2	35.00% (+0.07)		―
Nov 04, 2024	2024 (Q3)	1.03 / 1.38	0.94	46.81% (+0.44)
Aug 01, 2024	2024 (Q2)	0.99 / 1.27	0.87	45.98% (+0.40)
May 02, 2024	2024 (Q1)	0.20 / 0.44	0.29	51.72% (+0.15)
Feb 28, 2024	2023 (Q4)	0.03 / 0.20	0.13	53.85% (+0.07)
Nov 01, 2023	2023 (Q3)	0.54 / 0.94	0.56	67.86% (+0.38)
Aug 02, 2023	2023 (Q2)	0.56 / 0.87	0.53	64.15% (+0.34)

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
Aug 05, 2025	$58.49	$56.16	-3.98%
May 01, 2025	$41.11	$46.53	+13.18%
Feb 27, 2025	$57.17	$46.21	-19.17%
Nov 04, 2024	$49.52	$52.93	+6.89%

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 (FTDR) report earnings?

Frontdoor (FTDR) is schdueled to report earning on Oct 30, 2025, After Close (Confirmed).

What is Frontdoor (FTDR) earnings time?

Frontdoor (FTDR) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 1.46.

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