FTDR is the ticker symbol for Frontdoor, Inc., a publicly traded Industrials sector company listed on Nasdaq. 13F Pro tracks FTDR with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is FTDR a good stock to buy?

13F Pro's AI ranking engine scores FTDR at 64.8/100, ranked #517 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for FTDR is available at https://13fpro.ai/company/FTDR. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source FTDR data?

All Frontdoor, Inc. fundamentals and ownership data come directly from SEC EDGAR. Frontdoor, Inc. files with the SEC under CIK 1727263. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Frontdoor, Inc. FTDR

NasdaqMid CapIndustrials

13F Pro quality score

Rank #517 of 2,925TOP 25%

Why it scores 65 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$645.00M

Quarter to Jun 30

Net income

$125.00M

Quarter to Jun 30

Free cash flow

$120.00M

Quarter to Jun 30

Operating margin

25.9%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$5.52B total

BlackRock, Inc.

$859.55M+0.7%

Boston Partners

$416.05M+8.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

$371.43M+2.1%

STATE STREET CORP

$272.83M+1.0%

FULLER & THALER ASSET MANAGEMENT, INC.

$257.49M+25.6%

VANGUARD CAPITAL MANAGEMENT LLC

$245.62M-0.5%

GEODE CAPITAL MANAGEMENT, LLC

$183.82M+6.1%

RENAISSANCE TECHNOLOGIES LLC

$145.67M+1.5%

REINHART PARTNERS, LLC.

$130.67M+4.0%

GOLDMAN SACHS GROUP INC

$130.61M+143.9%

PRICE T ROWE ASSOCIATES INC /MD/

$126.71M+61.1%

MORGAN STANLEY

$117.56M-5.8%

Jupiter Topco LLC

$113.87M--

ALLIANCEBERNSTEIN L.P.

$107.34M+4.9%

Swedbank AB

$106.73M+7.2%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$105.38M-7.0%

DIMENSIONAL FUND ADVISORS LP

$102.12M+11.6%

FMR LLC

$92.93M-37.3%

WASATCH ADVISORS LP

$80.06M-0.1%

NORTHERN TRUST CORP

$72.07M+2.8%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$69.64M+0.4%

FORT WASHINGTON INVESTMENT ADVISORS INC /OH/

$59.32M-4.4%

OBERWEIS ASSET MANAGEMENT INC/

$55.79M+0.2%

Invesco Ltd.

$52.88M+8.2%

BANK OF AMERICA CORP /DE/

$46.58M+0.7%

See all 389 institutional holders →

What's Driving FTDR's Business? Latest 10-Q Breakdown

22/22 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Frontdoor grew Q2 revenue 5% YoY to $645M on higher renewal pricing and non-warranty growth, with net income up 13% to $125M as favorable weather cut contract claims costs.

Biggest Revenue Drivers

Renewals$479M+4% YoY

Improved price realization from prior pricing actions

Non-warranty and other$67M+19% YoY

Primarily driven by growth in the HVAC upgrade program

Biggest Revenue Drivers

Total revenue: $645M+5% YoY

Renewals$479M+4% YoY

Improved price realization from prior pricing actions

Non-warranty and other$67M+19% YoY

Primarily driven by growth in the HVAC upgrade program

Direct-to-consumer$55M-2% YoY

Lower price realization from discounting efforts, offset in part by more contracts

Real estate$45M+3% YoY

More first-year real estate home warranties, offset in part by lower price realization

Largest Expense Items

Cost of services rendered$267M+2% YoY

Impact of revenue growth (non-warranty mix) offset by lower contract claims costs from favorable weather

Selling and administrative expenses$176M+2% YoY

Increased marketing investment in direct-to-consumer channel and higher customer service personnel costs

Depreciation and amortization expense$20M-5% YoY

Interest expense$19M-3% YoY

Margins: Gross profit margin rose to 59% from 58% as revenue growth outpaced cost of services rendered, aided by a $5M favorable weather impact that lowered HVAC service requests and contract claims costs.

Watch Items from the Filing

Customer retention rate declined slightly to 79.6% from 79.7% a year earlier, and home warranty count growth slowed to 1% (2.11M vs 2.09M).
Management cites 'improving but still challenging' real estate market conditions and mixed consumer sentiment continuing to pressure demand for home warranties.
Rising U.S. tariffs on imported steel, aluminum, and appliance/home-system parts have increased and may continue to increase costs.
$178M remains available under the $650M share repurchase authorization; $91M of stock was repurchased in Q2 2026 alone.
Total debt of $1,160M (Term Loan A and B) against $284M of shareholders' equity, though the company remained in compliance with all credit covenants.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/FTDR

Earnings Per Share

13fpro.ai/company/FTDR

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Frontdoor, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$2.1B	$255.0M	16.2%
FY 2024	10-K	$1.8B	$235.0M	16.8%
FY 2023	10-K	$1.8B	$171.0M	12.9%
FY 2022	10-K	$1.7B	$71.0M	5.6%
FY 2021	10-K	$1.6B	$128.0M	10.5%
FY 2020	10-K	$1.5B	$112.0M	10.1%

About Frontdoor, Inc. (FTDR): stock profile, AI score and financials

Frontdoor, Inc. (FTDR) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores FTDR at 64.8/100 on a composite quality score built from its SEC filings, placing it at rank #517 of 2,925 stocks — the top 25% of the AI-ranked universe. FTDR scores in the top quartile across balance sheet strength (89.8). Shareholder dilution risk is elevated at 42.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Frontdoor, Inc. reports quarterly revenue of $645.0M, net income of $125.0M, an operating margin of 25.9%. Top institutional holders of FTDR by reported 13-F value include BlackRock, Boston Partners, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. FTDR trades on the Nasdaq exchange and files with the SEC under CIK 1727263. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FTDR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Frontdoor, Inc. directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1727263 →

Frontdoor, Inc. FTDR

Top Institutional Holders

What's Driving FTDR's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FTDR key financials by period

FTDR insiders

About Frontdoor, Inc. (FTDR): stock profile, AI score and financials

Frontdoor, Inc. FTDR

Top Institutional Holders

What's Driving FTDR's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

FTDR key financials by period

Companies similar to FTDR

FTDR insiders

About Frontdoor, Inc. (FTDR): stock profile, AI score and financials