Frontdoor, Inc. filings document formal disclosures for a public home warranty company, including earnings releases furnished on Form 8-K, proxy materials, and governance changes. Results filings describe revenue, gross profit, net income, adjusted EBITDA, home warranty counts, share repurchases, and operating drivers across renewal, real estate and direct-to-consumer activity.
The company's proxy and current reports also cover board composition, Audit Committee appointments, executive and director compensation, equity awards under the 2018 Omnibus Incentive Plan, and finance and accounting leadership transitions. These filings place Frontdoor's home warranty and new home builder warranty operations within its public-company governance, compensation and capital-return disclosures.
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.
Frontdoor, Inc. reported strong results for the quarter ended June 30, 2026. Revenue rose 5% to $645 million, driven by higher realized pricing and modest volume growth. Gross profit margin improved to 59%. Net income increased 13% to $125 million, with diluted EPS up 19% to $1.76. Adjusted EBITDA grew 10% to $220 million, and adjusted diluted EPS increased to $1.93.
Home warranty ending member count increased 1% to 2.11 million, aided by favorable weather that reduced contract claims costs, partially offset by cost inflation. For the first six months, Free Cash Flow was $233 million, and cash stood at $627 million, including $472 million of Unrestricted Cash, against total debt of about $1.16 billion. The company repurchased $181 million of shares year-to-date through July 2026.
Frontdoor raised its full-year 2026 outlook to revenue of $2.19–$2.21 billion and Adjusted EBITDA of $585–$600 million, implying an Adjusted EBITDA margin of about 27%. Third-quarter 2026 guidance calls for revenue of $642–$652 million and Adjusted EBITDA of $197–$207 million.
Boston Partners reports a significant ownership stake in Frontdoor, Inc. common stock in this amended Schedule 13G. As of June 30, 2026, Boston Partners is deemed to beneficially own 5,185,474 shares of common stock, representing 7.38% of the class. It has sole voting power over 4,884,314 shares and sole dispositive power over all 5,185,474 shares, with no shared voting or dispositive power.
The shares are held in discretionary accounts for certain clients of Boston Partners, and Boston Partners may be deemed a beneficial owner under Rule 13d-3. To its knowledge, no other person has the right to receive dividends or sale proceeds relating to more than 5% of the outstanding common stock referenced.
Frontdoor, Inc. SVP & Chief Technology Officer Ganesh Balakrishnan reported equity transactions on July 14, 2026. A total of 10,055 restricted stock units granted on July 14, 2025 vested and converted into common stock, and 4,499 shares were withheld at $74.79 per share to satisfy tax liabilities.
The RSU awards convert into common stock on a one-for-one basis and are scheduled to vest and settle in equal installments on July 14, 2026, 2027 and 2028 for one grant, and on July 14, 2026 and 2027 for another, subject to continued service.
Sferruzza Hilla reported acquisition or exercise transactions in this Form 4 filing.
Frontdoor, Inc. director Hilla Sferruzza received an award of 2,112 shares of common stock in the form of Deferred Share Equivalents (DSEs). The grant carried a price of $0.00 per share and represents her entire reported direct holding of 2,112 shares following the transaction.
According to the footnote, these DSEs were issued under the Frontdoor, Inc. 2018 Omnibus Incentive Plan, are fully vested, and the underlying shares will be delivered to her at a future date based on her deferral election.
Frontdoor, Inc. director Hilla Sferruzza filed an initial Form 3, which is the required statement of beneficial ownership for insiders. This filing shows no reported common stock or derivative positions and no buy, sell, or other insider transactions at this time.
Frontdoor, Inc. filed an 8-K to disclose that its Board of Directors has expanded to nine members and unanimously elected Hilla Sferruzza, Executive Vice President and Chief Financial Officer of Meritage Homes, as a director and member of the Audit Committee, effective immediately. The Board determined she is independent under Nasdaq standards and the company’s Corporate Governance Guidelines, and she will stand for re-election at the 2027 annual meeting of stockholders.
As a non‑employee director, Ms. Sferruzza will receive standard board compensation, currently $90,000 per year in cash and $180,000 per year in fully vested common stock issued under the 2018 Omnibus Incentive Plan, plus $12,500 per year in cash for Audit Committee service, with initial amounts prorated for 2026. The filing also includes a press release highlighting her more than 30 years of public company finance, accounting, M&A and real estate experience and reiterates Frontdoor’s position as a leading U.S. home warranty and new home builder warranty provider.
On May 13, 2026, Frontdoor, Inc. held its annual meeting of stockholders, with 94.89% of eligible shares represented, providing a strong quorum. Stockholders elected eight directors to one-year terms, each receiving substantially more votes for than against.
They also ratified Deloitte & Touche LLP as independent registered public accounting firm for fiscal 2026 and approved, on an advisory basis, named executive officer compensation. All three management proposals passed with wide margins.
MCANDREWS BRIAN P reported acquisition or exercise transactions in this Form 4 filing.
Frontdoor, Inc. director Brian P. McAndrews received a grant of 2,836 shares of common stock on May 13, 2026. The award was issued at no cash cost to him pursuant to the Frontdoor, Inc. 2018 Omnibus Incentive Plan.
Following this compensation-related stock grant, McAndrews directly owns 32,184 shares of Frontdoor common stock. This filing reflects an equity award rather than an open-market purchase or sale.
PELLETIER LIANE J reported acquisition or exercise transactions in this Form 4 filing.
Frontdoor, Inc. director Liane J. Pelletier reported receiving a grant of 2,836 shares of common stock on May 13, 2026. The shares were issued at no cash cost to her under the Frontdoor, Inc. 2018 Omnibus Incentive Plan, bringing her direct holdings to 32,349 shares.