earnings
confidence high
sentiment positive
materiality 0.80
Frontdoor Q2 revenue up 14% to $617M, net income up 21%, raises full-year guidance
Frontdoor, Inc.
2025-Q2 EPS reported
$1.96
revenue$1,043,000,000
- Revenue $617M (+14% YoY), gross margin 58% (+130 bps), net income $111M (+21%), adjusted EBITDA $199M (+26%).
- Diluted EPS $1.48 (+26% YoY); adjusted diluted EPS $1.63 (+28%).
- Raises FY2025 revenue guidance to $2.055-2.075B, adjusted EBITDA to $530-550M.
- Repurchased $150M of shares YTD through July 2025; increasing share repurchase target to ~$250M.
- Home warranty member count grew 7% to 2.09M; 2-10 acquisition integration ahead of schedule.
item 2.02item 9.01