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Nasdaq · Industrials

Frontdoor, Inc. (FTDR)

As-reported financials and SEC filings for Frontdoor, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Frontdoor, Inc.

Frontdoor, Inc. provides home warranties and new home builder warranties in the United States through brands such as American Home Shield and 2-10 HBW. The company offers customizable service plans that cover repairs or replacements of home systems and appliances, serving homeowners who seek protection from unexpected repair costs. It also delivers non-warranty services including HVAC upgrades, smart water shut-off installations, and virtual repair support, leveraging a nationwide network of independent contractors.

Snapshot

Revenue
$2.09B
Revenue growth (YoY)
13.6%
Net income
$255.0M
Diluted EPS
$3.42
Gross margin
55.3%
Operating margin
Net margin
12.2%
FCF margin
18.6%
ROE
105.4%
net income / fiscal-year-end equity
P/E
21.9×
trailing when available, otherwise FY EPS
Market cap
$5.71B
Long-term debt / equity
4.73×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Frontdoor

  • Revenue grew 13.6% to $2.1B in FY2025, faster than the 3.5% the year before.
  • Most recent quarter Q2 FY2026: revenue $645M, up 4.5% from Q2 FY2025.
  • Free cash flow was $390M in FY2025, 18.6% of revenue.
  • Net income rose 8.5% to $255M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Frontdoor’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin55.3%
90th percentile of 466
Net margin12.2%
81st percentile of 645
FCF margin18.6%
91st percentile of 562
Revenue growth (YoY)+13.6%
73rd percentile of 668
ROE105.4%
99th percentile of 600
P/E21.9×
44th percentile of 434
Long-term debt / equity4.73×
98th percentile of 409
Short interest5.19d
76th percentile of 676

Frontdoor’s return on equity of 105.4% ranks in the 99th percentile of the 600 Industrials companies reporting it. Frontdoor’s long-term debt to equity of 4.73 ranks in the 98th percentile of the 409 Industrials companies reporting it. Frontdoor’s FCF margin of 18.6% ranks in the 91st percentile of the 562 Industrials companies reporting it.

No reported insider purchases (code P) in the last 90 days; 3 insider sales totaling $3.6M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
5
4 trimmed, 1 exited
Combined position
$182.1M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$145.7M1.9MAdded
Millennium ManagementquantQ2 2026$8.5M109.9KAdded
AQR Capital ManagementquantQ2 2026$8.4M110.7KReduced
Two Sigma InvestmentsquantQ2 2026$8.4M107.8KAdded
Citadel AdvisorsquantQ2 2026$4.4M56.9KReduced
Bridgewater AssociatesQ2 2026$4.4M56.1KReduced
Gotham Asset ManagementQ2 2026$2.4M31.3KReduced

No longer held by: Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
3
$3.6M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-10
filed 2026-08-12
Iverson EvanSVP & Chief Operating OfficerSell18.2K$85.50$1.6M
2026-08-10
filed 2026-08-12
Fiarman JeffreySVP & Chief Legal OfficerSell13.0K$85.11$1.1M
2026-08-10
filed 2026-08-12
Collins Kathryn MSVP & Chief Revenue OfficerSell10.0K$88.98$890K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
3.1M
settled 2026-08-14
Change vs prior
+3.7%
vs previous settlement
Days to cover
5.19
at avg daily volume
Avg daily volume
607.2K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-143.1M+3.7%5.19
2026-07-313.0M-1.6%6.74
2026-07-153.1M+10.6%4.84
2026-06-302.8M-2.9%3.33
2026-06-152.9M+6.2%5.07
2026-05-292.7M+2.9%6.57
2026-05-152.6M+1.4%4.45
2026-04-302.6M+14.5%4.16

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$2.09B$1.84B$1.78B$1.66B$1.60B
Gross profit$1.16B$991.0M$885.0M$710.0M$784.0M
Operating income
Net income$255.0M$235.0M$171.0M$71.0M$128.0M
Diluted EPS$3.42$3.01$2.12$0.87$1.50

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$566.0M$421.0M$325.0M$292.0M$262.0M
Current assets$624.0M$488.0M$363.0M$330.0M$295.0M
Total assets$2.14B$2.11B$1.09B$1.08B$1.07B
Current liabilities$402.0M$369.0M$331.0M$364.0M$378.0M
Long-term debt$1.14B$1.17B$577.0M$592.0M$608.0M
Total liabilities$1.90B$1.87B$953.0M$1.02B$1.07B
Total equity$242.0M$239.0M$136.0M$61.0M$2.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$416.0M$270.0M$202.0M$142.0M$185.0M
Capital expenditure$26.0M$39.0M$32.0M$40.0M$31.0M
Free cash flow$390.0M$231.0M$170.0M$102.0M$154.0M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$645.0M4.5%$125.0M$1.76
Q1 FY2026$451.0M5.9%$41.0M$0.57
Q4 FY2025$433.0M13.4%$2.0M$0.03
Q3 FY2025$618.0M14.4%$106.0M$1.42
Q2 FY2025$617.0M13.8%$111.0M$1.48
Q1 FY2025$426.0M12.7%$37.0M$0.49
Q4 FY2024$382.0M4.4%$9.0M$0.12
Q3 FY2024$540.0M3.1%$100.0M$1.30

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorIndustrials
SIC industryServices-To Dwellings & Other Buildings
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2018
SEC CIK1727263

Selected SEC filings

10-K2026-02-26
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-06-29
View on EDGAR →
8-K2026-05-18
View on EDGAR →
8-K2026-04-30
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.