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.
Rockefeller Capital Management submitted a Form 144/A reporting proposed sales of common shares. The filing lists multiple stock award dispositions tied to compensation on 03/30/2023, 03/28/2024, 03/29/2024, and 03/25/2025, with per‑award share counts of 5,077, 3,351, 2,578, 1,264, and 2,730. The entries are labeled as Stock Award and linked to compensation arrangements.
Rockefeller Capital Management submitted a Form 144 notice to sell common stock. The filing lists multiple stock awards as the securities to be sold, including awards of 5,077 shares dated 03/30/2023 and 3,351 shares dated 03/28/2024
Frontdoor, Inc. outlines its home services business and 2025 performance, reporting revenue of $2,093 million, net income of $255 million and Adjusted EBITDA of $553 million. The company is a leading U.S. provider of home and new home builder warranties under brands such as American Home Shield and 2-10 HBW.
As of December 31, 2025, Frontdoor had approximately 2.1 million active home warranties and about 20,000 builder partners, supported by a network of roughly 17,000 independent contractor firms, including 4,200 preferred contractors. About 76 percent of 2025 home warranty revenue came from existing customer renewals.
Frontdoor highlights growth initiatives in non‑warranty services, dynamic pricing, digital platforms and the integration of the 2-10 HBW acquisition. It also details extensive risk factors, including macroeconomic conditions, housing market trends, contractor and supplier dependence, rising costs, regulation, cybersecurity and weather‑driven seasonality.
Frontdoor, Inc. reported record full-year 2025 results with revenue of $2.093 billion, up 14%, helped by the 2-10 acquisition and growth in non-warranty services. Gross profit margin expanded 150 basis points to 55%, and net income rose to $255 million, a 9% increase.
Adjusted EBITDA grew 25% to $553 million, while Free Cash Flow increased 69% to $390 million. The company repurchased $280 million of shares in 2025. For 2026, it guides revenue of $2.155–$2.195 billion and Adjusted EBITDA of $565–$580 million, implying an Adjusted EBITDA margin of about 26%.
Frontdoor, Inc. (FTDR) reported the equity holdings of its SVP & Chief Financial Officer, Jason L. Bailey, as of an event date of 11/10/2025. He beneficially owns 15,698 shares of common stock directly.
In addition, he holds multiple restricted stock units (RSUs) covering 1,893, 3,651, 3,126 and 5,259 shares of common stock, each unit economically equivalent to one share and vesting in scheduled installments between 2024 and 2028 subject to continued service.
He also holds several non-qualified stock options to purchase common stock, including 7,011 options at an exercise price of $28.82, 539 at $32.30, 12,285 at $26.42, 11,816 at $31.95 and 11,976 at $38.03, with vesting schedules running through 2028.
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.
Frontdoor, Inc. appointed Jason Bailey as Senior Vice President and Chief Financial Officer, effective November 10, 2025. Bailey has led key finance functions since 2018 and brings 25+ years of finance and accounting experience, including roles at ServiceMaster and earlier public accounting firms.
His compensation includes a $475,000 annual base salary, a target annual cash incentive equal to 75% of base salary, equity awards under the company’s plan beginning in 2026 at the Compensation Committee’s discretion, and a $600,000 promotion grant in performance shares that vest on the third anniversary of the CFO transition date, contingent on performance through December 31, 2027 and continued service.
Jessica Ross will resign as CFO on the transition date and serve as Senior Vice President & Advisor to the CEO through December 31, 2025, continuing her current base salary and remaining eligible for her 2025 AIP bonus based on 100% Company performance, subject to program terms.
Frontdoor, Inc. (FTDR) furnished an update on its financial results. The company announced it issued a press release covering its fiscal quarter ended September 30, 2025, and attached that release as Exhibit 99.1.
The disclosure was made under Item 2.02 (Results of Operations and Financial Condition) and is being furnished, not filed, which means it is not subject to Section 18 liability of the Exchange Act and is not incorporated into other filings unless specifically referenced.
Sally J. Shanks, listed as the company's VP, Controller & CAO, reported a grant of 1,673 restricted stock units (RSUs) in Frontdoor, Inc. (FTDR) on 08/25/2025. The RSUs convert one-for-one into common stock and will vest and settle in two equal installments on 08/25/2026 and 08/25/2027, subject to continued service. Following the grant, the filing shows 1,673 shares beneficially owned in a direct form, with a zero per-unit price reported for the RSUs. The Form 4 was signed on behalf of Ms. Shanks by an attorney-in-fact on 08/27/2025.
Sally J. Shanks, who is listed as a Director and VP, Controller & CAO of Frontdoor, Inc. (FTDR), filed an Initial Statement of Beneficial Ownership (Form 3). The filing states that no securities are beneficially owned by the reporting person and references a limited power of attorney (Exhibit 24) appointing an attorney-in-fact to sign on her behalf.