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Frontdoor, Inc. 10-Q Filings

FTDR NASDAQ

Every 10-Q that Frontdoor, Inc. (FTDR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow FTDR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full FTDR filings page.

Rhea-AI Summary

Frontdoor, Inc. reported Q2 2026 revenue of $645 million, up 5% from $617 million, and net income of $125 million versus $111 million. For the first six months, revenue reached $1,096 million and net income $167 million. Adjusted EBITDA was $220 million in Q2 and $324 million year to date, both higher than 2025.

Growth was driven by renewal pricing and a 19% increase in non-warranty and other revenue, partly offset by lower direct-to-consumer pricing. Cost of services rose modestly as favorable weather reduced HVAC claims and helped offset inflation, keeping gross margin at 59%. Selling and administrative expenses increased with higher marketing and personnel costs.

Cash and cash equivalents increased to $627 million, while total debt was $1,160 million with full $250 million revolver availability. The company held about 2.11 million active home warranties and continued capital returns, repurchasing 2.37 million shares for $151 million in the first half, with $178 million remaining under its authorization. Management highlights macroeconomic, real estate, cost inflation and competitive pressures among key ongoing risks.

Rhea-AI Summary

Frontdoor, Inc. reports solid Q1 2026 results with revenue of $451 million, up from $426 million a year earlier, driven mainly by higher renewal and non-warranty revenue. Net income increased to $41 million, and diluted earnings per share rose to $0.57 from $0.49.

The company generated $119 million of operating cash flow, ending the quarter with $603 million in cash and cash equivalents. Long-term debt remained sizable at $1.14 billion, while Frontdoor continued returning capital to shareholders, repurchasing about 0.96 million shares for roughly $60 million.

Rhea-AI Summary

Frontdoor (FTDR) reported stronger Q3 2025 results. Revenue rose to $618 million from $540 million, and net income increased to $106 million from $100 million. Diluted EPS was $1.42 versus $1.30 a year ago. Management noted favorable weather trends that reduced HVAC claim frequency, supporting profitability.

For the nine months ended September 30, 2025, revenue reached $1,660 million and net income was $253 million. Operating cash flow was $315 million, reflecting solid cash generation. Cash and cash equivalents were $563 million as of September 30, 2025, against total debt of $1,180 million. Shares outstanding were 72,113,199 as of October 31, 2025.

The 2-10 HBW acquisition contributed $52 million to Q3 revenue and $149 million year-to-date. Intangible amortization increased with total depreciation and amortization of $22 million in Q3. The company repurchased 981,639 shares in Q3 for $59 million, and $193 million year-to-date under the current authorization. Frontdoor ended the quarter with $248 million available on its $250 million revolver and remained in compliance with debt covenants.