Frontdoor, Inc. (FTDR) Q2 2026 Earnings Call

Concluded Aug 6, 2026

Aug 6, 2026 0 turns

Period: FY2026 Q2
Runtime: —
Sources: 3 artifacts

Slides 30 8-K 10-Q

Executive readout · one minute

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HVAC upgrade program growth and penetration 16 Dynamic pricing model 10 Real estate / broker relationships 10 Contractor network and preferred contractors 9 HVAC program economics and margin expansion 8 Retention and service quality 5

Management tone

Confident

Net tone +62 · low hedging

Grounding quotes

“we're pretty excited about this business opportunity”
“we think the penetration rates can go very high here because HVAC equipment wears out”
“the execution there has been terrific by the team”
“our retention rates continue to be so strong”

Research coverage

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Revenue $645.00M +4.5% YoY

Diluted EPS $1.76 +18.9% YoY

Gross margin 58.6% +0.9 pp YoY

Net income $125.00M +12.6% YoY

Research materials

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Presentation 30 pages 8-K earnings release Filed Aug 6, 2026 10-Q report Filed Aug 6, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Result vs. guidance

Revenue Within

Revenue · products & services

Renewals$479.00M +3.9% YoY

Non-Warranty and Other$67.00M +19.6% YoY

Direct-to-Consumer Home Service Plan Contracts$55.00M -1.8% YoY

Real Estate Home Service Plan Contracts$45.00M +2.3% YoY

Capital returned

Buybacks · derived: $91.00M
Shares repurchased: 1.41M

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