frontdoor, inc. Q3 2025 Earnings Recap

FTDR Q3 2025 November 6, 2025

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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.

Earnings Per Share Beat

$1.58 vs $1.49 est.

+6.0% surprise

Revenue Beat

617000000 vs 421623330 est.

+46.3% surprise

Market Reaction

1-Day -10.64%

5-Day -6.64%

30-Day -3.4%

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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.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit FTDR on AllInvestView.