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frontdoor Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.660 |
| EPS actual | $0.730 |
| EPS Surprise | 10.61% |
| Revenue estimate | 442.279M |
| Revenue actual | 451M |
| Revenue Surprise | 1.97% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.110 |
| EPS actual | $0.230 |
| EPS Surprise | 109.09% |
| Revenue estimate | 421.453M |
| Revenue actual | 433M |
| Revenue Surprise | 2.74% |
| Release date | Nov 05, 2025 |
| EPS estimate | $1.49 |
| EPS actual | $1.58 |
| EPS Surprise | 6.04% |
| Revenue estimate | 421.623M |
| Revenue actual | 617M |
| Revenue Surprise | 46.34% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.44 |
| EPS actual | $1.63 |
| EPS Surprise | 13.19% |
| Revenue estimate | 603.151M |
| Revenue actual | 617M |
| Revenue Surprise | 2.30% |
Last 4 Quarters for frontdoor
Below you can see how FTDR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $56.16 |
| EPS estimate | $1.44 |
| EPS actual | $1.63 |
| EPS surprise | 13.19% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $58.36 |
| Jul 31, 2025 | $58.50 |
| Aug 01, 2025 | $58.10 |
| Aug 04, 2025 | $58.49 |
| Aug 05, 2025 | $56.16 |
| Aug 06, 2025 | $56.92 |
| Aug 07, 2025 | $56.32 |
| Aug 08, 2025 | $54.88 |
| Aug 11, 2025 | $56.04 |
| 4 days before | -3.77% |
| 4 days after | -0.214% |
| On release day | 1.35% |
| Change in period | -3.98% |
| Release date | Nov 05, 2025 |
| Price on release | $55.26 |
| EPS estimate | $1.49 |
| EPS actual | $1.58 |
| EPS surprise | 6.04% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $67.22 |
| Oct 31, 2025 | $66.43 |
| Nov 03, 2025 | $65.47 |
| Nov 04, 2025 | $65.74 |
| Nov 05, 2025 | $55.26 |
| Nov 06, 2025 | $49.38 |
| Nov 07, 2025 | $50.42 |
| Nov 10, 2025 | $49.88 |
| Nov 11, 2025 | $51.59 |
| 4 days before | -17.79% |
| 4 days after | -6.64% |
| On release day | -10.64% |
| Change in period | -23.25% |
| Release date | Feb 26, 2026 |
| Price on release | $65.76 |
| EPS estimate | $0.110 |
| EPS actual | $0.230 |
| EPS surprise | 109.09% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $56.30 |
| Feb 23, 2026 | $54.99 |
| Feb 24, 2026 | $55.56 |
| Feb 25, 2026 | $56.30 |
| Feb 26, 2026 | $65.76 |
| Feb 27, 2026 | $68.57 |
| Mar 02, 2026 | $67.46 |
| Mar 03, 2026 | $69.11 |
| Mar 04, 2026 | $67.90 |
| 4 days before | 16.80% |
| 4 days after | 3.25% |
| On release day | 4.27% |
| Change in period | 20.60% |
| Release date | Apr 30, 2026 |
| Price on release | $68.63 |
| EPS estimate | $0.660 |
| EPS actual | $0.730 |
| EPS surprise | 10.61% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $61.48 |
| Apr 27, 2026 | $60.50 |
| Apr 28, 2026 | $62.01 |
| Apr 29, 2026 | $60.59 |
| Apr 30, 2026 | $68.63 |
| May 01, 2026 | $68.80 |
| May 04, 2026 | $63.83 |
| May 05, 2026 | $65.93 |
| May 06, 2026 | $66.12 |
| 4 days before | 11.63% |
| 4 days after | -3.66% |
| On release day | 0.248% |
| Change in period | 7.55% |
frontdoor Earnings Call Transcript Summary of Q1 2026
Frontdoor reported a strong start to 2026 with revenue up 6% to $451M, gross margin steady at 55%, net income up 11% to $41M, adjusted EBITDA up 3% to $104M, and adjusted diluted EPS up 14% to $0.73. Management highlighted continued momentum in member growth—first-year channels (DTC and real estate) each grew ~3%—and now expects total member count to increase ~1% for 2026 (the first organic annual increase since 2020). Non-warranty revenue (driven primarily by the HVAC upgrade program) grew 23% and is scaling as a complementary, capital-efficient revenue stream. Dynamic pricing, promotional first-year pricing, and AI/LLM-enabled funnel optimizations are being used to drive acquisition and conversion while preserving strong renewal performance (renewal rates near record highs). Financially, Frontdoor generated $114M free cash flow in Q1, returned $60M via share repurchases, ended the quarter with ~$698M liquidity and low leverage, and reaffirmed its full-year 2026 guidance. Q2 revenue is guided to $635M–$650M and adjusted EBITDA to $198M–$208M. Management emphasized disciplined capital allocation (invest, retain balance sheet strength, and return excess cash), a focus on margin expansion through dynamic pricing and cost discipline, and multiple operational levers to manage inflation and input-cost volatility.
