frontdoor inc (FTDR)
NASDAQ:FTDR
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Earnings Data
Report Date
Aug 05, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.76Last Year’s EPS
1.63Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates a predominantly positive operational and financial trajectory: healthy top-line growth (+6% revenue), margin stability (55% gross margin), improving member trends (expected +1% member count for 2026, first organic growth since 2020), strong cash generation ($114M FCF) and meaningful non-warranty growth (+23%). Management is investing to accelerate DTC and real estate recovery, evidenced by rising SG&A and promotional strategies that temporarily weighed on certain revenue lines (first-year DTC revenue -5%) and retention mix. Macro and contractor cost risks were acknowledged but characterized as manageable with multiple mitigation levers. Overall, positives (growth, margins, cash returns, member momentum) outweigh the near-term operational trade-offs and macro uncertainties.Company Guidance
Revenue and Top-Line Growth
Total revenue grew 6% year-over-year to $451 million in Q1 2026, driven ~5% by higher realized price and ~1% by volume (primarily HVAC upgrades). Q2 revenue guidance of $635M–$650M and reaffirmed full-year outlook indicate confidence in seasonal and annual performance.
Strong Profitability and Margins
Gross profit margin held at 55%; gross profit increased ~5% to $248 million. Adjusted EBITDA rose 3% to $104 million with an adjusted EBITDA margin of 23%.
Earnings Per Share and Net Income
Net income increased 11% to $41 million. Adjusted diluted EPS grew 14% to $0.73 per share, reflecting earnings growth and the impact of share repurchases.
Free Cash Flow and Capital Return
Generated $114 million of free cash flow in the quarter, with an expected >60% conversion of adjusted EBITDA to free cash flow for 2026. Returned $60 million to shareholders via share repurchases in Q1 and on track to complete current repurchase authorization by early 2027. Ended the quarter with $698 million in liquidity and low net leverage.
Member Count and Channel Momentum
Operational member trends improving: first-year channels accelerating to ~3% growth and direct-to-consumer ending member count up 3% YoY (sixth consecutive quarter of YoY member growth). Company now expects total member count to grow ~1% for 2026 — first organic member growth since 2020.
Direct-to-Consumer Brand Strength
DTC marketing effectiveness: unaided brand awareness improved +6% to 28%, purchase consideration up +5 percentage points to 35%, and likelihood to recommend up +8 percentage points to 63%. Marketing and AI-driven funnel improvements are driving higher-intent traffic and better conversion.
Real Estate Channel Recovery and Attach Rate Improvement
First-year real estate ending member count grew 3% YoY (first organic growth in years). Attach rate has improved for 8 consecutive months and reached ~6% of existing home sales in March, aided by local investments and targeted promotions.
Non-Warranty Revenue Acceleration (HVAC)
Non-warranty and other revenue grew 23% YoY to $41 million, driven primarily by the HVAC upgrade program and improved routing to higher-converting contractors (higher quote rates and orders). Q2 guide expects mid-20% growth in non-warranty revenue.
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 |
|---|---|---|---|
Apr 30, 2026 | $60.59 | $68.63 | +13.27% |
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% |
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 Aug 05, 2026, After Close (Confirmed).
What is frontdoor inc (FTDR) earnings time?
frontdoor inc (FTDR) earnings time is at Aug 05, 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 (Q2) is 1.76.