Frontdoor, Inc. operates as a U.S.-based provider of extensive home service plans. These comprehensive plans are designed to cover the repair or ...
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Est. EPS $1.77 · Revenue $647.45M · 4 analysts
Est. EPS $0.27 · Revenue $455.66M · 4 analysts
Est. EPS $4.71 · Revenue $2.20B · 5 analysts
Est. EPS $0.81 · Revenue $481.72M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.1B | +13.6% | +4.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $255.0M | +8.5% | +1950.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +51.0% | -1.2% | +15.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +19.4% | +0.4% | +210.9% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +12.2% | -4.5% | +1868.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $389.0M | +68.4% | +18.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +18.6% | +48.3% | +14.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 500.8% | -1.8% | +2.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.55x | +17.4% | -5.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.1B | +1.7% | +1.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.42 vs 4.00 | -14.5% | 0.57 vs 1.77 | -67.8% |
| Revenue Surprise | $2.1B vs $2.1B | +0.5% | $451.0M vs $647.4M | -30.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Shanks Sally J | officer: VP, Controller & CAO | Restricted Stock Units | D | 836 | — |
| Aug 25, 2026 | Shanks Sally J | officer: VP, Controller & CAO | Common Stock | A | 836 | — |
| Aug 25, 2026 | Shanks Sally J | officer: VP, Controller & CAO | Common Stock | D | 258 | $82.75 |
| Aug 10, 2026 | Fiarman Jeffrey | officer: SVP & Chief Legal Officer | Common Stock | D | 13,000 | $85.11 |
| Aug 10, 2026 | Iverson Evan | officer: SVP & Chief Operating Officer | Common Stock | D | 18,190 | $85.50 |
Operator: Ladies and gentlemen, welcome to Frontdoor's first quarter 2026 earnings call. Today's call is being recorded and broadcast on the internet. Beginning today's call is Matt Davis, Vice President of Investor Relations and Treasurer. He will introduce the other speakers on the call. At this time, we'll begin today's call. Please go ahead, Mr. Davis. Matt Davis: Thank you, operator. Good morning, everyone, and thank you for joining Frontdoor's First Quarter 2026 Earnings Conference Call. Joining me today are Bill Cobb, Chairman and CEO; and Jason Bailey, Senior Vice President and CFO. The press release and slide presentation that will be used during today's call can be found on the Investor Relations section of Frontdoor's website, which is located at www.investors.frontdoorhome.com. As stated on Slide 3 of the presentation, I'd like to remind you that this call and webcast may contain forward-looking statements. These statements are subject to various risks and uncertainties, which could cause actual results to differ materially from those discussed here today. These risk factors are explained in detail in the company's filings with the SEC. Please refer to the Risk Factors section in our filings for a more detailed discussion of our forward-looking statements and the risks and uncertainties related to such statements. All forward-looking statements are made as of today, April 30, and except as required by law, the company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise. We will also reference certain non-GAAP financial measures throughout today's call. We have included definitions of these terms and reconciliations of these non-GAAP financial measures for the most comparable GAAP financial measures in our press release and the appendix to the presentation in order to better assist you in understanding our financial performance. I will now turn the call over to Bill Cobb for opening comments. Bill? William Cobb: Thanks, Matt Davis. Coming into 2026, we laid out an ambitious plan, grow the member base, deliver structurally higher margins and maintain a disciplined capital allocation framework to create shareholder value. I am happy to report that we are off to a fast start in 2026 and executing on each of these. Turning to Slide 5. Revenue grew 6% to $451 million. Gross profit margin remained strong at 55%. Net income grew 11% to $41 million. Adjusted EBITDA increased 3% to $104 million and we bought back $60 million worth of shares. Operationally, our member count trend continues to move in the right direction with growth in our first-year channels accelerating to 3%. Combining this with our strong execution in the renewal channel, we now anticipate total member count will grow approximately 1% for the year. This would be a major milestone and would mark the first-year of organic member count growth since 2020. Complementing our core business, our HVAC …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
William C. Cobb | Chairman of the Board & Chief Executive Officer | USD 2,752,211 | Male | 1957 | Active |
Evan Iverson | Senior VP & COO | USD 1,294,438 | Male | 1977 | Active |
Jeffrey A. Fiarman | Senior VP & Chief Legal Officer | USD 1,293,278 | Male | 1969 | Active |
Kathryn Collins | Senior Vice President & Chief Revenue Officer | USD 984,575 | Female | 1964 | Active |
Jason Bailey | Senior Vice President & Chief Financial Officer | USD 773,026 | Male | 1974 | Active |
Bala krishnan A. Ganesh | Senior Vice President & Chief Technology Officer | USD 754,184 | — | 1972 | Active |
Meredith Diagostino | Vice President & Chief People Officer | — | Female | — | Active |
Matthew S. Davis | Vice President of Investor Relations & Treasurer | — | Male | — | Active |
Sally J. Shanks | Vice President, Chief Accounting Officer & Controller | — | Female | 1977 | Active |
Canada Pension Plan Investment Board bought a new position in shares of Frontdoor Inc. (NASDAQ: FTDR) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 7,600 shares of the company's stock, valued at approximately $590,000. A number of
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Frontdoor Inc. (NASDAQ: FTDR - Get Free Report) has received a consensus rating of "Moderate Buy" from the eight ratings firms that are covering the stock, MarketBeat.com reports. Three analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average twelve-month price objective among analysts that
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BlackRock Inc. purchased a new position in shares of Frontdoor Inc. (NASDAQ: FTDR) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 11,078,123 shares of the company's stock, valued at approximately $859,552,000. BlackRock Inc. owned approximately 15.77%
