What is the 13F Pro Quality Score for FTDR?

13F Pro ranks Frontdoor, Inc. (FTDR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FTDR's current score at https://13fpro.ai/company/FTDR (free sign-up required for the full ranking).

Which hedge funds own the most FTDR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FTDR include BlackRock,, Boston Partners, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/FTDR as soon as new 13F filings post.

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.

What sector is FTDR in?

Frontdoor, Inc. (FTDR) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives FTDR's revenue?

Per Frontdoor, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Renewals ($479M, +4% YoY); Non-warranty and other ($67M, +19% YoY); Direct-to-consumer ($55M, -2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FTDR.

What are FTDR's largest expenses?

Frontdoor, Inc.'s latest 10-Q reports these as the largest expense items: Cost of services rendered ($267M, +2% YoY); Selling and administrative expenses ($176M, +2% YoY); Depreciation and amortization expense ($20M, -5% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is FTDR research updated on 13F Pro?

FTDR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Frontdoor, Inc.(FTDR)Stock Analysis

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13F Pro Quality Score

60.3/100

Rank #868 of 2,961 stocksTOP 50%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

40.3/100

Profitability

68.6/100

Balance Sheet

89.7/100

Earnings Quality

55.9/100

Free Cash Flow

70.2/100

Institutional Flow

57.2/100

Revenue Scale

64.4/100

Dilution Risk

44.0/100

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Why FTDR Scores 60/100

exact factor attribution · 2026-09-11

FTDR's composite is driven by capital efficiency and free cash flow, held back by revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.0 pts

90th pct

Free cash flow

+3.0 pts

70th pct

Profitability

+2.8 pts

69th pct

Scale

+2.2 pts

64th pct

Earnings quality

+0.6 pts

56th pct

Institutional flow

+0.4 pts

57th pct

Shareholder dilution

-0.3 pts

44th pct

Earnings growth

-0.4 pts

42th pct

Revenue growth

-1.9 pts

40th pct

Latest change (2026-08-07): 68 → 65 · ↓ Revenue growth 62→49; ↓ Earnings growth 70→53

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FTDR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Frontdoor, Inc. (FTDR), 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. Frontdoor, Inc.'s 13F Pro composite quality score has ranged between 49 and 76 since 2021, currently 60.3 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Frontdoor, Inc.

Quirks, history, and lore behind FTDR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. services company · mid-cap · listed on Nasdaq · headquartered in Tennessee.
2
The Numbers
Annual revenue in the neighborhood of $1.5 billion, built almost entirely on subscription contracts paid by homeowners who really hope they never need to use them.
3
The History
The business traces its roots back decades as part of ServiceMaster, one of America's oldest home-services giants, before being spun off as an independent public company around 2018.
4
The Secret
It doesn't send repairmen itself — it runs a nationwide network of contractors dispatched whenever a covered appliance or system breaks down, making it more of a warranty logistics platform than a repair shop.
5
The Lore
It operates one of the largest home warranty networks in the country, covering millions of homes and dispatching contractors for everything from busted HVAC units to leaky water heaters.
6
The Giveaway
Its name is literally an invitation to come inside — this company's flagship brand is the American Home Shield home warranty plan, protecting your front door and everything behind it.

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

✓ 22/22 datapoints verified

AI-extracted from Frontdoor, Inc.'s 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 →Share on X

Revenue

Q2 2026

$645.0M

Net Income

Q2 2026

$125.0M

Free Cash Flow

Q2 2026

$120.0M

ROIC

Q2 2026

45.4%

D/E Ratio

Q2 2026

4.19

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.6% YoY

$2.09BFY 2025

FY22 $1.66BFY23 $1.78BFY24 $1.84BFY25 $2.09B

Net Income

+8.5% YoY

$255.0MFY 2025

FY22 $71.0MFY23 $171.0MFY24 $235.0MFY25 $255.0M

EPS (Diluted)

+13.6% YoY

$3.42FY 2025

FY22 $0.87FY23 $2.12FY24 $3.01FY25 $3.42

Total Assets

+1.7% YoY

$2.14BFY 2025

FY22 $1.08BFY23 $1.09BFY24 $2.11BFY25 $2.14B

Total Debt

-2.1% YoY

$1.20BFY 2025

FY22 $626.0MFY23 $610.0MFY24 $1.23BFY25 $1.20B

Op. Cash Flow

+54.1% YoY

$416.0MFY 2025

FY22 $142.0MFY23 $202.0MFY24 $270.0MFY25 $416.0M

Free Cash Flow

+68.8% YoY

$390.0MFY 2025

FY22 $102.0MFY23 $170.0MFY24 $231.0MFY25 $390.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.09B +13.6%	$1.84B +3.5%	$1.78B +7.1%	$1.66B +3.7%	$1.60B +8.7%	$1.47B
Net Income	$255.0M +8.5%	$235.0M +37.4%	$171.0M +140.8%	$71.0M -44.5%	$128.0M +14.3%	$112.0M
EPS (Diluted)	$3.42 +13.6%	$3.01 +42.0%	$2.12 +143.7%	$0.87 -42.0%	$1.50 +14.5%	$1.31
Total Assets	$2.14B +1.7%	$2.11B +93.5%	$1.09B +0.6%	$1.08B +1.2%	$1.07B -23.9%	$1.41B
Total Debt	$1.20B -2.1%	$1.23B +101.3%	$610.0M -2.6%	$626.0M +0.2%	$625.0M -35.9%	$975.0M
Operating Cash Flow	$416.0M +54.1%	$270.0M +33.7%	$202.0M +42.3%	$142.0M -23.2%	$185.0M -10.6%	$207.0M
Free Cash Flow	$390.0M +68.8%	$231.0M +35.9%	$170.0M +66.7%	$102.0M -33.8%	$154.0M -12.0%	$175.0M

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Available Research

13F Pro tracks comprehensive data for Frontdoor, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FTDR

BlackRock, Inc.
$859.6M11,078,123 sh
Boston Partners
$416.1M5,367,121 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$371.4M4,787,074 sh
STATE STREET CORP
$272.8M3,516,349 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$257.5M3,318,654 sh
VANGUARD CAPITAL MANAGEMENT LLC
$245.6M3,165,669 sh
GEODE CAPITAL MANAGEMENT, LLC
$183.8M2,368,805 sh
RENAISSANCE TECHNOLOGIES LLC
$145.7M1,877,487 sh
REINHART PARTNERS, LLC.
$130.7M1,684,065 sh
GOLDMAN SACHS GROUP INC
$130.6M1,683,369 sh

Fund	Value	Shares
BlackRock, Inc.	$859.6M	11,078,123
Boston Partners	$416.1M	5,367,121
VANGUARD PORTFOLIO MANAGEMENT LLC	$371.4M	4,787,074
STATE STREET CORP	$272.8M	3,516,349
FULLER & THALER ASSET MANAGEMENT, INC.	$257.5M	3,318,654
VANGUARD CAPITAL MANAGEMENT LLC	$245.6M	3,165,669
GEODE CAPITAL MANAGEMENT, LLC	$183.8M	2,368,805
RENAISSANCE TECHNOLOGIES LLC	$145.7M	1,877,487
REINHART PARTNERS, LLC.	$130.7M	1,684,065
GOLDMAN SACHS GROUP INC	$130.6M	1,683,369

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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. FTDR is classified as a mid company.

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.