Frontdoor (NASDAQ:FTDR) Announces Quarterly Earnings Results

Frontdoor (NASDAQ:FTDR) posted its quarterly earnings data on Thursday. The company reported $0.73 EPS for the quarter, topping the consensus estimate of $0.63 by $0.10, FiscalAI reports. The company had revenue of $451.00 million during the quarter, compared to analyst estimates of $442.28 million. Frontdoor had a net margin of 12.18% and a return on equity of 120.79%. Frontdoor’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.64 earnings per share.

Here are the key takeaways from Frontdoor’s conference call:

• Frontdoor forecasts ~1% total member count growth in 2026, the first organic increase since 2020, driven by accelerating direct‑to‑consumer and first‑year real‑estate channels plus strong renewal rates.
• Q1 results were solid — revenue +6% to $451M, gross margin 55%, net income +11% to $41M, adjusted EBITDA +3% to $104M, adjusted EPS +14% to $0.73, with $114M free cash flow and $60M of share buybacks.
• Non‑warranty/HVAC Upgrade Program continues to scale (non‑warranty revenue +23% to $41M), improving quote and order conversion by routing claims to higher‑converting contractors and adding incremental revenue and margin.
• Company reaffirmed full‑year 2026 guidance (Q2 revenue $635–650M; adj. EBITDA $198–208M) but flagged promotional pricing, short‑term retention drag from the 2‑10 integration, and macro/geopolitical risks as items to monitor.

Frontdoor Trading Up 13.3%

Shares of NASDAQ:FTDR traded up $8.04 on Thursday, hitting $68.63. 1,364,597 shares of the company’s stock were exchanged, compared to its average volume of 538,992. Frontdoor has a 12 month low of $45.52 and a 12 month high of $70.77. The stock has a market capitalization of $4.85 billion, a price-to-earnings ratio of 20.13 and a beta of 1.41. The business’s 50 day simple moving average is $60.33 and its two-hundred day simple moving average is $58.77. The company has a debt-to-equity ratio of 4.73, a current ratio of 1.55 and a quick ratio of 1.55.

Institutional Trading of Frontdoor

Several institutional investors and hedge funds have recently made changes to their positions in FTDR. EverSource Wealth Advisors LLC lifted its position in shares of Frontdoor by 164.6% during the second quarter. EverSource Wealth Advisors LLC now owns 799 shares of the company’s stock worth $47,000 after purchasing an additional 497 shares during the last quarter. Quarry LP raised its holdings in shares of Frontdoor by 429.5% in the third quarter. Quarry LP now owns 879 shares of the company’s stock valued at $59,000 after acquiring an additional 713 shares in the last quarter. Wexford Capital LP bought a new stake in shares of Frontdoor in the third quarter valued at about $106,000. Smartleaf Asset Management LLC raised its holdings in shares of Frontdoor by 35.1% in the second quarter. Smartleaf Asset Management LLC now owns 2,237 shares of the company’s stock valued at $131,000 after acquiring an additional 581 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC bought a new stake in shares of Frontdoor in the third quarter valued at about $149,000.

More Frontdoor News

Here are the key news stories impacting Frontdoor this week:

• Positive Sentiment: Quarterly beat — Frontdoor reported Q1 EPS of $0.73 (above consensus ~$0.63–$0.66) and revenue of $451.0M vs. estimates near $442M; revenue rose ~5.9% year-over-year, supporting the upside move. MarketBeat Q1 release Zacks note
• Positive Sentiment: Revenue guidance for Q2 was provided in a $635M–$650M range (consensus ~ $640M); the high end exceeds estimates and reduces near-term uncertainty. Management also gave FY revenue guidance centered near $2.2B. These forward ranges likely helped sentiment. Guidance / press release
• Neutral Sentiment: Conference call and full earnings transcripts are available for more color on claim trends, membership growth and unit economics — useful for deciding if the beat is durable. Seeking Alpha transcript Yahoo transcript
• Neutral Sentiment: Technical and liquidity context: trading volume spiked well above average and the 50‑day moving average sits above the 200‑day, indicating positive momentum — could amplify short‑term moves but not a substitute for fundamentals. MSN coverage
• Negative Sentiment: Leverage is notable — Frontdoor’s debt-to-equity ratio is high (~4.7), which raises financial risk if margins or cash flow weaken; investors should watch free cash flow and interest coverage in coming quarters. (Background financials referenced in filings/coverage.)

Analysts Set New Price Targets

Several research firms have commented on FTDR. Truist Financial set a $71.00 price objective on shares of Frontdoor in a research note on Monday, January 26th. Benchmark started coverage on shares of Frontdoor in a research note on Thursday, March 26th. They set a “buy” rating and a $80.00 price objective for the company. The Goldman Sachs Group upgraded Frontdoor from a “sell” rating to a “neutral” rating and lifted their target price for the stock from $50.00 to $67.00 in a research report on Monday, March 2nd. Oppenheimer reiterated an “outperform” rating and set a $70.00 target price on shares of Frontdoor in a research report on Thursday, February 26th. Finally, Wall Street Zen downgraded Frontdoor from a “buy” rating to a “hold” rating in a research report on Sunday, March 8th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $68.60.

Frontdoor Company Profile

Frontdoor, Inc (NASDAQ:FTDR) is a leading provider of home service plans and repair solutions for residential property owners. The company offers contract-based coverage that helps homeowners manage the cost of repairing and replacing essential household systems and appliances, including heating and cooling, plumbing, electrical wiring, water heaters, washers, dryers, refrigerators and other major kitchen equipment.

Frontdoor delivers its services through a nationwide network of independent service professionals and contractors, leveraging a cloud-based platform and call center infrastructure to coordinate service visits and process claims.