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Frontdoor, Inc. FTDR Renewals — Revenue

Other product segments

Direct To Consumer Home Service Plan Contracts
$55M-1.8%
Real Estate Home Service Plan Contracts
$45M+2.3%

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Other financials

Income statement

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Revenue$645.0M+4.5%
Gross profit$378.0M+6.2%
Net income$125.0M+12.6%
EPS (diluted)$1.76+18.9%

Balance sheet

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Cash & equivalents$627.0M+11.6%
Total debt$1.2B-2.3%
Total equity$284.0M+11.8%
Total assets$2.2B+0.6%

Cash flow

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Operating cash flow$126.0M-0.8%
CapEx$6.0M-14.3%
Free cash flow$120.0M0.0%

Valuation

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Market cap$6.32B+52.3%
Enterprise value$6.87B+43.3%
P/E23.1×+6.9×
P/S2.9×+0.8×

Profitability

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Gross margin55.6%+0.6pp
Net margin12.8%-0.3pp
FCF margin18%+2.6pp

Returns & leverage

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Return on equity101.9%-8.0pp
Debt / equity4.1×-0.6×
Current ratio1.6×+0.1×

Where this comes from

Reported directly by Frontdoor, Inc. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Frontdoor, Inc.’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:06 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001727263-26-000014
(In millions)Three Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Renewals$479$461$830$794
Real estate(1)45447371
Direct-to-consumer(1)55568588
Non-warranty and other675610890
Total$645$617$1,096$1,043

ITEM 1. FINANCIAL STATEMENTS

FAQ

What is Frontdoor, Inc.'s renewals — revenue?
Frontdoor, Inc. (FTDR) reported renewals — revenue of $479M in Q2 2026.
How has Frontdoor, Inc.'s renewals — revenue changed year-over-year?
Frontdoor, Inc.'s renewals — revenue increased by 3.9% year-over-year, from $461M to $479M.
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.

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