frontdoor, inc. Earnings Recaps
Q3 2025
Nov 6, 2025
Frontdoor delivered robust third-quarter results, achieving a 14% increase in revenue and strong growth in net income and adjusted EBITDA, positioning the company for record performance in 2025.
Key takeaways
- Revenue rose to $618 million, with a gross profit margin improvement to 57%.
- Net income increased by 5% to $106 million; adjusted EBITDA surged 18% to $195 million.
- Organic direct-to-consumer member count grew 8%, marking five consecutive quarters of growth.
- Successful synergies from the 2-10 acquisition are ahead of schedule, and share repurchases totaled $215 million YTD.
- Continued innovation in non-warranty offerings, especially in HVAC, positions Frontdoor for expansion into additional replacement categories.