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Frontdoor (FTDR) investor relations material
Frontdoor Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved record Q3 2025 financial results with revenue up 14% to $618 million, net income up 5% to $106 million, and adjusted EBITDA up 18% to $195 million, driven by strong operational execution, member growth, and the 2-10 acquisition.
Gross profit margin improved by 60 basis points to 57%.
Share repurchases reached $215 million year-to-date through October 2025.
Organic direct-to-consumer member count grew 8% year-over-year, and real estate member count increased sequentially for the first time in five years.
Raised full-year revenue and adjusted EBITDA outlooks, reflecting continued momentum.
Financial highlights
Q3 2025 revenue: $618 million (+14% YoY); gross profit: $353 million (+16% YoY); gross margin: 57%.
Net income: $106 million (+5% YoY); adjusted EBITDA: $195 million (+18% YoY); adjusted EBITDA margin: 32%.
Diluted EPS: $1.42 (+9% YoY); adjusted EPS: $1.58 (+15% YoY).
Free cash flow for the nine months ended September 30, 2025, up 64% to $296 million; cash as of September 30, 2025, was $563 million, with $385 million unrestricted.
Year-to-date cash conversion at 60%, up from 46% prior year.
Outlook and guidance
Full-year 2025 revenue guidance raised to $2.075–$2.085 billion; adjusted EBITDA guidance increased to $545–$550 million.
Q4 2025 revenue expected at $415–$425 million; adjusted EBITDA at $50–$55 million.
Gross profit margin for 2025 expected at ~55.5%; capex for 2025 lowered to ~$30 million.
Effective tax rate for 2025 expected at 24–25%.
No 2026 guidance provided; more details to come next earnings call.
Assess organic volume trends ex-2-10 acquisition
Explain Q3 gross profit margin drivers and outlook
Detail capital allocation strategy for free cash flow
Factors enabling higher long-term margins
Challenges for nationwide appliance rollout
DTC promo pricing impact on long-term value
What's the timeline for new margin targets?
Appliance replacement pilot: next steps for scale
Real estate channel: market vs. initiatives impact?
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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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