Frontdoor, Inc.(FTDR)Stock Analysis
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Rank #418 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FTDR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Frontdoor, Inc. (FTDR), a Industrials sector company. 13F Pro's AI-powered ranking engine scores FTDR at 68.4/100 on a 32-signal composite quality model, placing it at rank #418 of 2,879 stocks — the top 25% of the AI-ranked universe. FTDR scores in the top quartile across balance sheet strength (91.9), free cash flow (77.4). Areas of concern include institutional flow (15.5), which score below median versus the broader universe. Shareholder dilution risk is elevated at 44.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Frontdoor, Inc. reports quarterly revenue of $451.0M, net income of $41.0M, an operating margin of 11.3%. 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. Frontdoor, Inc.'s 13F Pro composite quality score has ranged between 8 and 76 since 2021, currently 68.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving FTDR's Business? Latest 10-Q Breakdown
✓ 25/25 datapoints verifiedAI-extracted from Frontdoor, Inc.'s 10-Q filed 2026-04-30 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 6% YoY to $451M, driven by 6% renewal revenue growth and 23% non-warranty revenue growth, while net income rose 11% to $41M.
Biggest Revenue Drivers
Total revenue: $451M+6% YoY
Improved price realization from prior pricing actions on customer renewals of home warranty contracts.
Primarily driven by growth in HVAC upgrade program; includes non-warranty home services, home maintenance offerings, and new home builder warranties.
Lower price realization from discounting efforts, offset in part by increase in number of direct-to-consumer home warranties.
Increase in number of first-year real estate home warranties, offset in part by lower price realization.
Largest Expense Items
Increased by impact of change in revenue and contract claims costs; claims costs reflect inflationary pressures and higher service requests driven by unfavorable weather impact of $1M.
Sales and marketing costs increased due to investment in direct-to-consumer channel marketing; customer service costs increased from personnel costs; stock-based compensation rose $3M.
No material change from prior year period.
Margins: Gross profit margin held steady at 55% of revenue. The filing notes that contract claims costs were favorably adjusted by $6M in Q1 2026 related to development of prior period claims, compared to $7M in Q1 2025, partially offsetting inflationary pressures and weather-driven claim increases.
Watch Items from the Filing
- 2.1M active home warranties as of March 31, 2026 (flat YoY, but includes 2-10 HBW acquisition in December 2024; excluding acquired warranties, home warranties declined 1% YoY).
- Customer retention rate of 79.3% as of Q1 2026, down from 79.9% in Q1 2025, indicating slight pressure on renewal rates.
- Long-term debt of $1,138M as of March 31, 2026; company scheduled to repay $342M in 2029 and $752M thereafter, with $250M available capacity under revolving credit facility.
- Company repurchased $61M of shares in Q1 2026 at average price of $62.57, with $269M remaining under $650M authorization through September 2027.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$451.0M
Net Income
Q1 2026
$41.0M
Free Cash Flow
Q1 2026
$113.0M
Operating Margin
Q1 2026
11.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+13.6% YoYNet Income
+8.5% YoYEPS (Diluted)
+13.6% YoYTotal Assets
+1.7% YoYTotal Debt
-2.1% YoYOp. Cash Flow
+54.1% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.09B +13.6% | $1.84B +10.9% | $1.66B +3.7% | $1.60B +8.7% | $1.47B +8.0% | $1.36B |
| Net Income | $255.0M +8.5% | $235.0M +231.0% | $71.0M -44.5% | $128.0M +14.3% | $112.0M -26.8% | $153.0M |
| EPS (Diluted) | $3.42 +13.6% | $3.01 +246.0% | $0.87 -42.0% | $1.50 +14.5% | $1.31 -27.2% | $1.80 |
| Total Assets | $2.14B +1.7% | $2.11B +94.7% | $1.08B +1.2% | $1.07B -23.9% | $1.41B +12.4% | $1.25B |
| Total Debt | $1.20B -2.1% | $1.23B +96.2% | $626.0M +0.2% | $625.0M -35.9% | $975.0M -0.5% | $980.0M |
| Operating Cash Flow | $416.0M +54.1% | $270.0M +90.1% | $142.0M -23.2% | $185.0M -10.6% | $207.0M +3.5% | $200.0M |
AI Insight: FTDR Financial Trends
Revenue shows seasonal volatility with Q4 consistently weak, while debt doubled to $1.2B from Q3 2024 onwards.
• Revenue exhibits strong seasonality with Q4 2024 and Q4 2025 dropping to $382M and $433M respectively from prior quarter highs.
• Total debt jumped from $599M in Q3 2024 to $1,228M in Q4 2024, remaining elevated around $1.2B through Q1 2026.
• Net income volatility persists with Q4 quarters showing weak earnings of $9M and $2M versus stronger mid-year performance.
⚠ Operating cash flow swings dramatically from $127M in Q2 2025 to $64M in Q3 2025, indicating potential working capital pressures.
⚠ Equity declined from $316M in Q3 2025 to $230M in Q1 2026 despite positive net income in the period.
AI Insight: FTDR Ratio Trends
Frontdoor exhibits severe Q4 seasonality with operating margins collapsing to 0.5% in Q4 2025 and just recovering to 11.3% in Q1 2026.
• Operating margin plunged from 23.0% in Q3 2025 to 0.5% in Q4 2025, then recovered to 11.3% in Q1 2026.
• ROIC dropped from 37.2% in Q3 2025 to 0.5% in Q4 2025, partially rebounding to 14.3% in Q1 2026.
• Debt-to-equity ratio improved from 6.17 in Q1 2025 to 3.83 in Q3 2025 but deteriorated to 5.20 in Q1 2026.
⚠ Consistent Q4 margin collapse pattern repeats with operating margin falling to near zero in both Q4 2024 and Q4 2025.
⚠ TTM operating margin of 16.1% trails strong seasonal quarters, indicating recovery incomplete after Q4 weakness.
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Top Institutional Holders of FTDR
BlackRock, Inc.
$581.6M11,002,586 shBoston Partners
$260.7M4,929,097 shVANGUARD PORTFOLIO MANAGEMENT LLC
$247.9M4,689,442 shSTATE STREET CORP
$184.0M3,480,413 shVANGUARD CAPITAL MANAGEMENT LLC
$168.1M3,180,083 shFULLER & THALER ASSET MANAGEMENT, INC.
$139.7M2,641,913 shGEODE CAPITAL MANAGEMENT, LLC
$118.0M2,231,957 shALLIANCEBERNSTEIN L.P.
$111.7M1,935,733 shFMR LLC
$101.0M1,910,561 shRENAISSANCE TECHNOLOGIES LLC
$97.8M1,849,787 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $581.6M | 11,002,586 |
| Boston Partners | $260.7M | 4,929,097 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $247.9M | 4,689,442 |
| STATE STREET CORP | $184.0M | 3,480,413 |
| VANGUARD CAPITAL MANAGEMENT LLC | $168.1M | 3,180,083 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $139.7M | 2,641,913 |
| GEODE CAPITAL MANAGEMENT, LLC | $118.0M | 2,231,957 |
| ALLIANCEBERNSTEIN L.P. | $111.7M | 1,935,733 |
| FMR LLC | $101.0M | 1,910,561 |
| RENAISSANCE TECHNOLOGIES LLC | $97.8M | 1,849,787 |
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Is FTDR a good stock to buy?
13F Pro's AI-powered analysis of Frontdoor, Inc. (FTDR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FTDR are available on the FTDR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own FTDR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FTDR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Frontdoor, Inc.'s investment landscape.