earnings
confidence high
sentiment positive
materiality 0.85
Frontdoor reports record FY2025 revenue $2.09B (+14%), adj. EBITDA $553M (+25%), raises long-term margin target
Frontdoor, Inc.
2025-FY EPS reported
$3.42
revenue$2,093,000,000
- Full-year revenue $2.093B, up 14%; organic growth 3.7%; gross margin expanded 150bps to 55%.
- Net income $255M (+9%), diluted EPS $3.42 (+14%); adjusted diluted EPS $4.09 (+22%).
- Adjusted EBITDA $553M (+25%); free cash flow $390M, up 69%; repurchased $280M of shares.
- Q4 revenue $433M (+13%), net income $1M, adjusted EBITDA $59M (+21%); members flat at 2.11M.
- FY2026 outlook: revenue $2.155-2.195B, adj. EBITDA $565-580M; expected member count growth in 2026.