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Frontdoor, Inc. FTDR Renewals — Revenue

Other product segments

Direct To Consumer Home Service Plan Contracts
$31M-3.1%
Real Estate Home Service Plan Contracts
$28M+3.7%

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Other financials

Income statement

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Revenue$451.0M+5.9%
Gross profit$248.0M+5.5%
Net income$41.0M+10.8%
EPS (diluted)$0.57+16.3%

Balance sheet

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Cash & equivalents$603.0M+19.2%
Total debt$1.2B-2.3%
Total equity$230.0M+16.2%
Total assets$2.2B+2.0%

Cash flow

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Operating cash flow$119.0M-4.0%
CapEx$6.0M-14.3%
Free cash flow$113.0M-3.4%

Valuation

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Market cap$5.03B+31.5%
Enterprise value$5.61B+21.7%
P/E19.3×+3.3×
P/S2.4×+0.3×

Profitability

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Gross margin55.3%+0.8pp
Net margin12.3%-0.3pp
FCF margin18.2%+3.7pp

Returns & leverage

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Return on equity121.5%-10.7pp
Debt / equity5.2×-1.0×
Current ratio1.5×+0.1×

Where this comes from

Reported directly by Frontdoor, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Frontdoor, Inc.’s 10-Q, filed April 30, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Frontdoor, Inc.'s renewals — revenue?
Frontdoor, Inc. (FTDR) reported renewals — revenue of $352M in Q1 2026.
How has Frontdoor, Inc.'s renewals — revenue changed year-over-year?
Frontdoor, Inc.'s renewals — revenue increased by 5.7% year-over-year, from $333M to $352M.
What is the long-term trend for Frontdoor, Inc.'s renewals — revenue?
Over 4 years (2021 to 2025), Frontdoor, Inc.'s renewals — revenue has grown at a 9.5% compound annual growth rate (CAGR), from $1.1B to $1.59B.
What does renewals — revenue mean?
This metric represents the total revenue generated from existing home service plan customers who choose to extend their coverage agreements beyond the initial term. It serves as a primary indicator of customer retention, brand loyalty, and the recurring nature of the company's service model. By excluding assessed taxes, this figure provides a clear view of the underlying subscription-based income derived from the renewals segment.