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Frontdoor (FTDR) investor relations material
Frontdoor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue rose 14% year-over-year to $617M, net income up 21% to $111M, and adjusted EBITDA up 26% to $199M, driven by improved pricing, organic DTC growth, and the 2-10 acquisition.
First half of 2025 saw revenue of $1,043M, net income of $148M, and adjusted EBITDA of $300M, with strong cash flow and share repurchases.
2-10 acquisition integration is ahead of schedule, with 2025 synergy estimate raised to $15M and $30M+ targeted by 2028.
Share repurchase target for 2025 increased to $250M, with $150M repurchased YTD through July.
AI initiatives and new leadership appointments are driving operational efficiency and technology enhancements.
Financial highlights
Q2 2025 gross margin reached 58%, up 130 bps year-over-year; gross profit was $356M.
Diluted EPS for Q2 2025 was $1.48, up 26%; adjusted EPS was $1.63, up 28%.
Free cash flow for H1 2025 was $237M, up 44% year-over-year.
Ended Q2 with $562M in cash, including $377M unrestricted.
Adjusted EBITDA margin for Q2 2025 was 32%, up from 29% in Q2 2024.
Outlook and guidance
Full-year 2025 revenue guidance raised to $2.055B–$2.075B; gross margin outlook increased to 55–56%.
Adjusted EBITDA guidance for FY 2025 increased to $530M–$550M.
Q3 2025 revenue expected at $600M–$615M; adjusted EBITDA at $180M–$190M.
Capital expenditures for 2025 projected at $25M–$35M; effective tax rate at 24%.
Share repurchase target for 2025 increased to $250M.
Explain drivers for 'Other revenue' growth.
Assess impact of weather on claims costs.
How does FTDR plan to use excess cash?
How does AI enhance marketing campaign performance?
Explain the increase in 2-10 cost synergy guidance.
Update on adding water heaters to HVAC program?
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Next Frontdoor earnings date
Q3 20255 Nov, 2025
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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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