Frontdoor, Inc.(FTDR)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 60.3/100 on a 32-signal composite quality model, placing it at rank #868 of 2,961 stocks — the top half of the AI-ranked universe. FTDR scores in the top quartile across balance sheet strength (89.7). Shareholder dilution risk is elevated at 44.0/100, 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, free cash flow of $120.0M. 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.
AI Quality Score
60.3/100
AI Rank
#868
Revenue
$645.0M
Net Income
$125.0M
Free Cash Flow
$120.0M
FTDR key financials by period
Frontdoor, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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%
Institutions holding FTDR
Institutional investors reporting a position in Frontdoor, Inc. on SEC Form 13F.
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.
