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frontdoor Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $1.49 |
| EPS actual | $1.58 |
| EPS Surprise | 6.04% |
| Revenue estimate | 419.285M |
| Revenue actual | 617M |
| Revenue Surprise | 47.16% |
| 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% |
| Release date | May 01, 2025 |
| EPS estimate | $0.370 |
| EPS actual | $0.640 |
| EPS Surprise | 72.97% |
| Revenue estimate | 590.366M |
| Revenue actual | 426M |
| Revenue Surprise | -27.84% |
| Release date | Feb 27, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.270 |
| EPS Surprise | 145.45% |
| Revenue estimate | 390.455M |
| Revenue actual | 382M |
| Revenue Surprise | -2.17% |
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 | Feb 27, 2025 |
| Price on release | $46.21 |
| EPS estimate | $0.110 |
| EPS actual | $0.270 |
| EPS surprise | 145.45% |
| Date | Price |
|---|---|
| Feb 21, 2025 | $57.10 |
| Feb 24, 2025 | $57.32 |
| Feb 25, 2025 | $57.55 |
| Feb 26, 2025 | $57.17 |
| Feb 27, 2025 | $46.21 |
| Feb 28, 2025 | $45.48 |
| Mar 03, 2025 | $40.67 |
| Mar 04, 2025 | $42.07 |
| Mar 05, 2025 | $42.05 |
| 4 days before | -19.07% |
| 4 days after | -9.00% |
| On release day | -1.58% |
| Change in period | -26.36% |
| Release date | May 01, 2025 |
| Price on release | $46.53 |
| EPS estimate | $0.370 |
| EPS actual | $0.640 |
| EPS surprise | 72.97% |
| Date | Price |
|---|---|
| Apr 25, 2025 | $41.06 |
| Apr 28, 2025 | $40.75 |
| Apr 29, 2025 | $41.18 |
| Apr 30, 2025 | $41.11 |
| May 01, 2025 | $46.53 |
| May 02, 2025 | $51.50 |
| May 05, 2025 | $52.31 |
| May 06, 2025 | $53.44 |
| May 07, 2025 | $53.01 |
| 4 days before | 13.32% |
| 4 days after | 13.93% |
| On release day | 10.68% |
| Change in period | 29.10% |
| 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% |
frontdoor Earnings Call Transcript Summary of Q3 2025
Frontdoor reported strong Q3 2025 results with total revenue up 14% year-over-year to $618M, gross profit margin expanding 60 basis points to 57%, net income of $106M (up 5%), and adjusted EBITDA of $195M (up 18%). Organic DTC first-year member count grew 8% (fifth consecutive quarter of organic DTC growth), real estate channel member count rose sequentially for the first time since 2020, and retention remained high at 79.4%. Nonwarranty revenue — driven primarily by the new HVAC program — is scaling rapidly; the company raised its full-year new HVAC revenue outlook to $125M (up 44% vs. 2024) and increased full-year revenue guidance to $2.075–2.085B and adjusted EBITDA to $545–550M. Frontdoor highlighted sustained margin improvement (over 1,000 bps since mid-2022) from pricing and operational efficiencies and said it is reevaluating long-term margin targets. The company generated strong cash flow (YTD free cash flow +64% to $296M), increased cash to $563M, and repurchased $215M of shares through Oct. 31. Management will reinvest some margin gains into Q4 marketing (Warrantina campaign and middle-of-funnel digital strategies) to drive continued member growth. Leadership update: CFO Jessica Ross resigned and will be succeeded by Jason Bailey (effective Nov. 10), with Jessica staying on as an advisor through December. Q4 guidance: revenue $415–425M and adjusted EBITDA $50–55M; full-year capex lowered to ~$30M and tax rate ~25%.
