earnings
confidence high
sentiment positive
materiality 0.80
Frontdoor Q3 revenue +14% to $618M, adjusted EBITDA +18% to $195M; raises FY guidance
Frontdoor, Inc.
2025-Q3 EPS reported
$3.38
revenue$1,660,000,000
- Revenue $618M (+14% YoY); gross profit margin +60bps to 57%; net income $106M (+5%)
- Diluted EPS $1.42; adjusted diluted EPS $1.58 (+15%); adjusted EBITDA $195M (+18%)
- Home warranty members 2.11M (+8%); renewal revenue +9%, real estate +21%, other +73%
- YTD share repurchases $215M through Oct 2025; FY revenue guidance raised to $2.075-2.085B
- FY adjusted EBITDA guidance raised to $545-550M; Q4 outlook: rev $415-425M, EBITDA $50-55M