Frontdoor, Inc.FTDREarnings & Financial Report
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
Revenue
$618.0M
Gross Profit
$353.0M
Operating Profit
$142.0M
Net Profit
$106.0M
Gross Margin
57.1%
Operating Margin
23.0%
Net Margin
17.2%
YoY Growth
14.4%
EPS
$1.42
Frontdoor, Inc. Q3 FY2025 Financial Summary
Frontdoor, Inc. reported revenue of $618.0M (up 14.4% YoY) for Q3 FY2025, with a net profit of $106.0M (up 6.0% YoY) (17.2% margin). Cost of goods sold was $265.0M, operating expenses totaled $211.0M.
Key Financial Metrics
| Total Revenue | $618.0M |
|---|---|
| Net Profit | $106.0M |
| Gross Margin | 57.1% |
| Operating Margin | 23.0% |
| Report Period | Q3 FY2025 |
Revenue Breakdown
Frontdoor, Inc. Q3 FY2025 revenue of $618.0M breaks down across 4 segments, led by Renewals at $461.0M (74.6% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Renewals | $461.0M | 74.6% |
| Service Other | $59.0M | 9.5% |
| Direct To Consumer Home Service Plan Contracts | $54.0M | 8.7% |
| Real Estate Home Service Plan Contracts | $43.0M | 7.0% |
Frontdoor, Inc. Revenue by Segment — Quarterly Trend
Frontdoor, Inc. revenue by segment across the last 4 reported quarters, showing how each business line (such as Renewals and Service Other) has evolved quarter over quarter.
| Segment | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|
| Renewals | — | $332.0M | $461.0M | $461.0M |
| Service Other | — | — | $59.0M | — |
| Direct To Consumer Home Service Plan Contracts | — | $30.0M | $54.0M | $56.0M |
| Real Estate Home Service Plan Contracts | — | $27.0M | $43.0M | $44.0M |
Frontdoor, Inc. Annual Revenue by Year
Frontdoor, Inc. annual revenue history includes year-by-year totals (for example, 2025 revenue was $2.1B).
| Year | Annual Revenue |
|---|---|
| 2025 | $2.1B |
| 2024 | $1.8B |
| 2023 | $1.8B |
| 2022 | $1.7B |
Frontdoor, Inc. Quarterly Revenue & Net Profit History
Frontdoor, Inc. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $433.0M | +13.1% | $1.0M | 0.2% |
| Q4 FY2025 | $432.0M | +12.8% | $1.0M | 0.2% |
| Q3 FY2025 | $618.0M | +14.4% | $106.0M | 17.2% |
| Q2 FY2025 | $617.0M | +13.8% | $111.0M | 18.0% |
| Q1 FY2025 | $426.0M | +12.7% | $37.0M | 8.7% |
| Q4 FY2024 | $383.0M | +4.6% | $9.0M | 2.3% |
| Q3 FY2024 | $540.0M | +3.1% | $100.0M | 18.5% |
| Q2 FY2024 | $542.0M | +3.6% | $92.0M | 17.0% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $542.0M | $540.0M | $383.0M | $426.0M | $617.0M | $618.0M | $432.0M | $433.0M |
| YoY Growth | 3.6% | 3.1% | 4.6% | 12.7% | 13.8% | 14.4% | 12.8% | 13.1% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $1.20B | $1.22B | $2.11B | $2.12B | $2.17B | $2.23B | $2.14B | $2.14B |
| Liabilities | $986.0M | $956.0M | $1.87B | $1.92B | $1.92B | $1.91B | $1.90B | $1.90B |
| Equity | $214.0M | $261.0M | $239.0M | $198.0M | $254.0M | $316.0M | $242.0M | $242.0M |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|
| Operating CF | $103.0M | $25.0M | $58.0M | $124.0M | $127.0M | $64.0M | $101.0M |