FTDR · Frontdoor, Inc.
$86.47
+1.81 (+2.14%)
At close · Aug 14
Market Cap
$5.83B
Shares
68.89M
Frontdoor, Inc. Earnings Call Transcripts
Every quarterly earnings call for Frontdoor, Inc. (FTDR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲2.8%
$484.00M
$28.00M
'22 Q3
22-11-03
▲0%
$340.00M
$8.00M
'22 Q4
23-03-01
▲4.6%
$367.00M
$22.00M
'23 Q1
23-05-04
▲7.4%
$523.00M
$70.00M
'23 Q2
23-08-02
▲8.3%
$524.00M
$71.00M
'23 Q3
23-11-01
▲7.6%
$366.00M
$8.00M
'23 Q4
24-02-28
▲3%
$378.00M
$34.00M
'24 Q1
24-05-02
▲3.6%
$542.00M
$92.00M
'24 Q2
24-08-01
▲3.1%
$540.00M
$100.00M
'24 Q3
24-11-04
▲4.6%
$383.00M
$9.00M
'24 Q4
25-02-27
▲12.7%
$426.00M
$37.00M
'25 Q1
25-05-01
▲13.8%
$617.00M
$111.00M
'25 Q2
25-08-05
▲14.4%
$618.00M
$106.00M
'25 Q3
25-11-18
▲12.8%
$432.00M
$1.00M
'25 Q4
26-02-26
▲5.9%
$451.00M
$41.00M
'26 Q1
26-04-30
LATEST
▲4.5%
$645.00M
$125.00M
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Frontdoor Q2 2026 Earnings Webcast Presentation
Confident tone
HVAC upgrade program growth and penetration
Dynamic pricing model
Real estate / broker relationships
Revenue
$645.00M
▲ 4.5% YoY Diluted EPS
$1.76
▲ 18.9% YoY Gross margin
58.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-30
Frontdoor, Inc. Q1 FY2026 Earnings Call
Confident tone
Direct-to-consumer channel performance
Margin and financial performance
Member count growth
Revenue
$451.00M
▲ 5.9% YoY Diluted EPS
$0.57
▲ 16.3% YoY Gross margin
55.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Frontdoor, Inc. Q4 FY2025 Earnings Call
Confident tone
Member Growth and Stabilization
Non-Warranty Revenue Scaling
Real Estate Channel
Revenue
$432.00M*
▲ 12.8% YoY Gross margin
49.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-18
Frontdoor, Inc. Q3 FY2025 Earnings Call
Confident tone
Revenue & Financial Performance
Direct-to-Consumer (DTC) Growth
Real Estate Channel
Revenue
$618.00M
▲ 14.4% YoY Diluted EPS
$1.42
▲ 9.2% YoY Gross margin
57.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
Frontdoor, Inc. Q2 FY2025 Earnings Call
Confident tone
2-10 Home Buyers Warranty integration
Gross margin and cost guidance
HVAC non-warranty program
Revenue
$617.00M
▲ 13.8% YoY Diluted EPS
$1.48
▲ 25.4% YoY Gross margin
57.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-01
Frontdoor, Inc. Q1 FY2025 Earnings Call
Confident tone
Tariff and cost inflation
2-10 Home Buyers Warranty integration
Retention improvement
Revenue
$426.00M
▲ 12.7% YoY Diluted EPS
$0.49
▲ 14% YoY Gross margin
55.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-27
Frontdoor, Inc. Q4 FY2024 Earnings Call
Confident tone
Strategic partnerships
Member growth and retention
Dynamic pricing and inflation risk
Revenue
$383.00M*
▲ 4.6% YoY Gross margin
48.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-04
Frontdoor, Inc. Q3 FY2024 Earnings Call
Confident tone
DTC channel and marketing campaign performance
On-demand business (HVAC and Moen)
Real estate channel weakness
Revenue
$540.00M
▲ 3.1% YoY Diluted EPS
$1.30
▲ 46.1% YoY Gross margin
56.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Frontdoor, Inc. Q2 FY2024 Earnings Call
Positive tone
Share Repurchases
Member Count / Customer Acquisition
On-Demand Business
Revenue
$542.00M
▲ 3.6% YoY Diluted EPS
$1.18
▲ 38.8% YoY Gross margin
56.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Frontdoor, Inc. Q1 FY2024 Earnings Call
Positive tone
Demand and market conditions
Financial results and guidance
Direct-to-consumer strategy and consumer research
Revenue
$378.00M
▲ 3% YoY Diluted EPS
$0.43
▲ 59.3% YoY Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-28
Frontdoor, Inc. Q4 FY2023 Earnings Call
Confident tone
Customer growth as top priority
Margin outlook and guidance
On-demand services expansion
Revenue
$366.00M*
▲ 7.6% YoY Gross margin
48.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-01
Frontdoor, Inc. Q3 FY2023 Earnings Call
Revenue
$524.00M
▲ 8.3% YoY Diluted EPS
$0.89
▲ 161.8% YoY Gross margin
51.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Frontdoor, Inc. Q2 FY2023 Earnings Call
Revenue
$523.00M
▲ 7.4% YoY Diluted EPS
$0.85
▲ 112.5% YoY Gross margin
51.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Frontdoor, Inc. Q1 FY2023 Earnings Call
Revenue
$367.00M
▲ 4.6% YoY Diluted EPS
$0.27
▲ 1250% YoY Gross margin
46.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-03-01
Frontdoor, Inc. Q4 FY2022 Earnings Call
Revenue
$340.00M*
▲ 0% YoY Gross margin
42.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-11-03
Frontdoor, Inc. Q3 FY2022 Earnings Call
Revenue
$484.00M
▲ 2.8% YoY Diluted EPS
$0.34
▼ 61.8% YoY Gross margin
43.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Frontdoor, Inc. Q2 FY2022 Earnings Call
Revenue
$487.00M
▲ 5.4% YoY Diluted EPS
$0.40
▼ 14.9% YoY Gross margin
43.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Frontdoor, Inc. Q1 FY2022 Earnings Call
Revenue
$351.00M
▲ 6.7% YoY Diluted EPS
$0.02
▼ 66.7% YoY Gross margin
41.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-24
Frontdoor, Inc. Q4 FY2021 Earnings Call
Revenue
$340.00M*
▲ 5.3% YoY Gross margin
41.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-28
Frontdoor, Inc. Q3 FY2021 Earnings Call
Revenue
$471.00M
▲ 7% YoY Diluted EPS
$0.89
▲ 56.1% YoY Gross margin
53.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Frontdoor, Inc. Q2 FY2021 Earnings Call
Revenue
$462.00M
▲ 10.8% YoY Diluted EPS
$0.47
▼ 17.5% YoY Gross margin
52.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Frontdoor, Inc. Q1 FY2021 Earnings Call
Revenue
$329.00M
▲ 11.9% YoY Diluted EPS
$0.06
▼ 60% YoY Gross margin
45.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Frontdoor, Inc. Q4 FY2020 Earnings Call
Revenue
$323.00M*
▲ 8% YoY Gross margin
42.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-04
Frontdoor, Inc. Q3 FY2020 Earnings Call
Revenue
$440.00M
▲ 8.1% YoY Diluted EPS
$0.57
▼ 20.8% YoY Gross margin
48.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-05
Frontdoor, Inc. Q2 FY2020 Earnings Call
Revenue
$417.00M
▲ 7.5% YoY Diluted EPS
$0.57
▼ 19.7% YoY Gross margin
52.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-06
Frontdoor, Inc. Q1 FY2020 Earnings Call
Revenue
$294.00M
▲ 8.5% YoY Diluted EPS
$0.15
▲ 0% YoY Gross margin
50.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-26
Frontdoor, Inc. Q4 FY2019 Earnings Call
Revenue
$299.00M*
▲ 7.2% YoY Gross margin
46.5%
Rev · 7q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1727263
CUSIP
35905A109
13F (30d)
381 filings
354 filers
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