Jun 2026 (Q2 FY26) — Aug 6, 2026
Frontdoor Q2 FY26 — Member Growth Inflection and Strong Margins
Read the full callFrontdoor (FTDR) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Frontdoor earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 645 | +4.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 125 | +12.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$78.26 +2.43% · +$1.86
Performance +18.0% 1Y
1Y: $66.35 on 14 Oct 2025 → $78.26. High $90.83 (7 Aug 2026), low $49.1 (17 Nov 2025).
- Previous close
- $76.4
- 52-week range
- $49.1 – $90.83
- One year
- +19.04%
Overview
- Symbol
- FTDR
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
Dec 2025 (Q4 FY25) — Feb 26, 2026
Frontdoor Q4 FY25 — Record Performance and Raised Long-Term Margin Target
Read the full callEvery analysed call
Frontdoor earnings calls (FTDR)
Financials
What the filings say
Net profit, year on year: +13% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 540 | 383 | 426 | 617 | 618 | 432 | 451 | 645 |
| Interest | 10 | 10 | 19 | 20 | 20 | 20 | 19 | 19 |
| Profit before tax | 134 | 6 | 48 | 146 | 142 | 2 | 51 | 167 |
| Tax rate | 25.4% | −50.0% | 22.9% | 24.7% | 26.1% | 0.0% | 19.6% | 24.6% |
| Net profit | 100 | 9 | 37 | 111 | 106 | 1 | 41 | 125 |
| EPS ($ per share) | 1.32 | — | 0.50 | 1.51 | 1.45 | — | 0.58 | 1.80 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | -336 | -188 | -75 | 53 | 124 | 296 | 530 | 785 |
| Total liabilities | 1,385 | 1,429 | 1,466 | 1,067 | 1,021 | 953 | 1,868 | 1,900 |
| Fixed assets | 47 | 51 | 60 | 66 | 66 | 60 | 73 | 57 |
| Investments | 9 | 7 | — | — | — | 0 | 15 | 0 |
| Total assets | 1,041 | 1,250 | 1,405 | 1,069 | 1,082 | 1,089 | 2,107 | 2,142 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 189 | 200 | 207 | 185 | 142 | 202 | 270 | 416 |
| Cash from investing | -10 | -61 | -31 | -31 | -35 | -32 | -622 | 31 |
| Cash from financing | -165 | -7 | -7 | -489 | -77 | -137 | 447 | -302 |
| Net cash flow | 14 | 132 | 170 | -335 | 29 | 34 | 96 | 145 |
| Capital expenditure | -27 | -22 | -32 | -31 | -40 | -32 | -39 | -26 |
| Free cash flow | 162 | 178 | 175 | 154 | 102 | 170 | 231 | 390 |
FTDR revenue by segment
Renewals shrank from 78% to 74% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Renewals | 78% | 77% | 78% | 75% | 75% | 77% | 78% | 74% | +3.9% |
| Non Warranty and Other | — | — | — | — | — | — | 9% | 10% | — |
| Direct To Consumer Home Service Plan Contracts | 9% | 8% | 8% | 9% | 9% | 7% | 7% | 9% | -1.8% |
| Real Estate Home Service Plan Contracts | 7% | 7% | 6% | 7% | 7% | 6% | 6% | 7% | +2.3% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
FTDR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Renewal rate | 75%Renewal rates improved by 150 basis points to 75%.Source: earnings call transcript | 79.6%We continue to be near all-time highs in the quarter at 79.6%, a clear sign our strategy is working.Source: earnings call transcript | +4.6 pt |
| Contractors | 17KNon-warranty consists of a 3-part strategy: grow share of wallet with our 2.1 million members, leverage our base of 17,000 contractors and unlock the opportunity across our network of 19,000 homebuilders.Source: earnings call transcript | ~17KWe have about 17,000 contractors in our network, of which about 4,000 are what we call preferred contractors.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
52 filings between Mar 3, 2026 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$4.57M
4 sales by 3 insiders
Compensation
not trading decisions- 9
- Award — granted as compensation
- 20
- Option exercise — converted options into shares
- 19
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Fiarman Jeffrey | — | $2.12M | Aug 10, 2026 |
| Iverson Evan | — | $1.56M | Aug 10, 2026 |
| Collins Kathryn M | — | $889.8K | Aug 10, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Bailey Jason L SVP & Chief Financial Officer | Option exercise | 3,126 | — |
| Oct 1, 2026 | Bailey Jason L SVP & Chief Financial Officer | Tax withheld | 762 | $55.7K |
| Aug 25, 2026 | Shanks Sally J VP, Controller & CAO | Option exercise | 836 | — |
| Aug 25, 2026 | Shanks Sally J VP, Controller & CAO | Tax withheld | 258 | $21.3K |
| Aug 10, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Sale | 13,000 | $1.11M |
| Aug 10, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Sale | 10,000 | $889.8K |
| Aug 10, 2026 | Iverson Evan SVP & Chief Operating Officer | Sale | 18,190 | $1.56M |
| Aug 10, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Option exercise | 10,000 | $264.2K |
| Jul 14, 2026 | Ganesh Balakrishnan A SVP & Chief Technology Officer | Option exercise | 4,309 | — |
| Jul 14, 2026 | Ganesh Balakrishnan A SVP & Chief Technology Officer | Tax withheld | 2,571 | $192.3K |
| Jul 14, 2026 | Ganesh Balakrishnan A SVP & Chief Technology Officer | Tax withheld | 1,928 | $144.2K |
| Jul 14, 2026 | Ganesh Balakrishnan A SVP & Chief Technology Officer | Option exercise | 5,746 | — |
| Jun 29, 2026 | Sferruzza Hilla Director | Award | 2,112 | $0 |
| May 13, 2026 | Clipper Christopher L Director | Award | 2,836 | $0 |
| May 13, 2026 | Howard Dennis Director | Award | 2,836 | $0 |
| May 13, 2026 | Cella Peter L. Director | Award | 2,836 | $0 |
| May 13, 2026 | Catalano Anna C Director | Award | 2,836 | $0 |
| May 13, 2026 | PELLETIER LIANE J Director | Award | 2,836 | $0 |
| May 13, 2026 | MCANDREWS BRIAN P Director | Award | 2,836 | $0 |
| May 13, 2026 | Boland Darrin Steve Director | Award | 2,836 | $0 |
| Mar 31, 2026 | COBB WILLIAM C CEO | Option exercise | 28,048 | — |
| Mar 31, 2026 | Bailey Jason L SVP & Chief Financial Officer | Tax withheld | 427 | $22.2K |
| Mar 31, 2026 | Bailey Jason L SVP & Chief Financial Officer | Option exercise | 1,753 | — |
| Mar 31, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Tax withheld | 3,250 | $168.8K |
| Mar 31, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Option exercise | 7,012 | — |
| Mar 31, 2026 | Iverson Evan SVP & Chief Operating Officer | Tax withheld | 1,798 | $93.4K |
| Mar 31, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Tax withheld | 2,954 | $153.5K |
| Mar 31, 2026 | Iverson Evan SVP & Chief Operating Officer | Option exercise | 6,574 | — |
| Mar 31, 2026 | COBB WILLIAM C CEO | Tax withheld | 12,229 | $635.3K |
| Mar 31, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Option exercise | 6,574 | — |
| Mar 27, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Tax withheld | 4,386 | $244.9K |
| Mar 27, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Option exercise | 9,463 | — |
| Mar 27, 2026 | Iverson Evan SVP & Chief Operating Officer | Tax withheld | 1,036 | $57.9K |
| Mar 27, 2026 | Iverson Evan SVP & Chief Operating Officer | Option exercise | 3,785 | — |
| Mar 27, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Tax withheld | 2,835 | $158.3K |
| Mar 27, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Option exercise | 6,308 | — |
| Mar 27, 2026 | Bailey Jason L SVP & Chief Financial Officer | Option exercise | 1,893 | — |
| Mar 27, 2026 | Bailey Jason L SVP & Chief Financial Officer | Tax withheld | 461 | $25.7K |
| Mar 27, 2026 | COBB WILLIAM C CEO | Tax withheld | 15,128 | $844.7K |
| Mar 27, 2026 | COBB WILLIAM C CEO | Option exercise | 34,696 | — |
| Mar 25, 2026 | COBB WILLIAM C CEO | Tax withheld | 14,102 | $835.5K |
| Mar 25, 2026 | COBB WILLIAM C CEO | Option exercise | 32,342 | — |
| Mar 25, 2026 | Iverson Evan SVP & Chief Operating Officer | Tax withheld | 1,427 | $84.5K |
| Mar 25, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Option exercise | 7,824 | — |
| Mar 25, 2026 | Iverson Evan SVP & Chief Operating Officer | Option exercise | 5,216 | — |
| Mar 25, 2026 | Bailey Jason L SVP & Chief Financial Officer | Option exercise | 1,825 | — |
| Mar 25, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Tax withheld | 2,813 | $166.7K |
| Mar 25, 2026 | Collins Kathryn M SVP & Chief Revenue Officer | Option exercise | 6,259 | — |
| Mar 25, 2026 | Bailey Jason L SVP & Chief Financial Officer | Tax withheld | 558 | $33.1K |
| Mar 25, 2026 | Fiarman Jeffrey SVP & Chief Legal Officer | Tax withheld | 3,626 | $214.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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