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Frontdoor
Frontdoor (FTDR) investor relations material
Frontdoor Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record 2025 results with revenue up 14% to $2.093B, net income up 9% to $255M, and Adjusted EBITDA up 25% to $553M.
Gross margin expanded 150 basis points to 55%; member count stabilized with sequential growth in the last two quarters and is expected to grow in 2026.
Non-warranty revenue, especially from HVAC and Moen programs, grew 66% to $128M, supported by the 2-10 acquisition.
Returned $280M to shareholders via share repurchases in 2025, reducing shares outstanding by 17% since 2021.
Raised long-term Adjusted EBITDA margin target to the mid-20% range, reflecting structural improvements in pricing, contractor management, and cost discipline.
Financial highlights
FY2025 revenue: $2.093B (+14% YoY); Q4 revenue: $433M (+13% YoY); gross profit: $1.16B (+17% YoY); gross margin: 55% (+150bps YoY).
Net income: $255M (+9% YoY); Adjusted EBITDA: $553M (+25% YoY); margin: 26%.
Free cash flow reached $390M; liquidity stood at $660M with net leverage at 1.4x.
Adjusted diluted EPS for FY2025: $4.09 (+22% YoY); diluted EPS: $3.42 (+14% YoY).
SG&A as % of revenue: 32% (down 120bps YoY); cash conversion rate of 70%.
Outlook and guidance
2026 revenue expected between $2.155B and $2.195B (+3–5% YoY), with gross margin of 54–55%.
Adjusted EBITDA projected at $565M–$580M (~26% margin); CapEx guidance of $30M–$35M; effective tax rate expected at 25%.
Home warranty member count projected to turn positive, led by ~5% growth in first-year members.
Long-term revenue target of $2.5B by 2028, with mid to high single-digit percentage growth expected.
SG&A of $660M–$680M planned for 2026.
Organic revenue growth drivers for 2025
Strategy for 2026 home warranty member growth
Cash flow allocation beyond share repurchases
Appliance upgrade program: revenue potential vs. HVAC?
SG&A flat in 2026: What drives efficiency?
Assurant entry: Frontdoor's differentiation?
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Next Frontdoor earnings date
Q1 202630 Apr, 2026
Frontdoor
Next Frontdoor earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Frontdoor Inc provides home service plans that cover repair and replacement costs for household systems and appliances. The company operates under several brand names and delivers services through a network of contractors. It targets homeowners seeking protection against unexpected repair costs. The company is headquartered in Memphis, Tennessee, and its shares are listed on the NASDAQ.
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