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frontdoor inc (FTDR)
NASDAQ:FTDR
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.39Last Year’s EPS
1.27Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 25.27%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
Frontdoor's earnings call reflected strong financial and operational performance, with significant growth in revenue and membership. The company demonstrated effective cost management and innovation, contributing to high retention rates and improved financial outlook. However, challenges in the real estate channel and potential tariff impacts were noted. Despite these challenges, the overall sentiment is positive due to the outweighing highlights.Company Guidance
During Frontdoor's First Quarter 2025 Earnings Call, the company provided robust guidance and performance updates, highlighting a 13% increase in revenue to $426 million and a 9% rise in net income to $37 million. Adjusted EBITDA surged by 41% to $100 million, while the member count grew by 7% to 2.1 million, with 85% of services using preferred contractors. Despite macroeconomic challenges such as a down real estate market and high interest rates, Frontdoor remains focused on expanding its member base and scaling non-warranty revenue, with the integration of 2-10 Home Buyers Warranty on track. The Direct-to-Consumer (DTC) channel reported a 15% growth in member count, benefiting from both acquisitions and 4% organic growth. Retention was strong at 79.9%, supported by innovative offerings like the AHS app and video chat services, which have enhanced the customer experience. The company raised its 2025 revenue outlook to $2.03 billion to $2.05 billion and increased its share repurchase target to at least $200 million, underscoring its commitment to returning value to shareholders.Strong Financial Performance
Revenue increased 13% to $426 million, net income grew 9% to $37 million, and adjusted EBITDA grew 41% to $100 million. The company exceeded expectations for both revenue and adjusted EBITDA.
Growth in Member Base
Frontdoor's member count grew 7% to 2.1 million members. The DTC channel saw a 15% increase to 310,000 DTC members, primarily due to the 2-10 acquisition and 4% organic growth.
Innovative Offerings
The AHS app has been downloaded almost 200,000 times, and members have submitted 80,000 service requests. Video chat with an expert is also a hit, with 17% resulting in the problem being resolved over the phone.
Strong Retention Rates
Retention was at 79.9%, supported by an expanded calling program and increased use of preferred contractors. 84% of members are on monthly autopay.
Improved Revenue Outlook
Frontdoor increased revenue outlook for 2025 to $105 million due to growing demand for the HVAC program. They also raised their full year outlook for revenue by $20 million and adjusted EBITDA by nearly $50 million.
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FTDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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FTDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $41.11 | $46.53 | +13.18% |
| Feb 27, 2025 | $57.17 | $46.21 | -19.17% |
| Nov 04, 2024 | $49.52 | $52.93 | +6.89% |
| Aug 01, 2024 | $39.46 | $44.50 | +12.77% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does frontdoor inc (FTDR) report earnings?
frontdoor inc (FTDR) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is frontdoor inc (FTDR) earnings time?
frontdoor inc (FTDR) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FTDR EPS forecast?
FTDR EPS forecast for the fiscal quarter 2025 (Q2) is 1.39.
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