secwatch.observer — SEC 8-K summary
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Issuer:     Frontdoor, Inc. (FTDR)
CIK:        0001727263
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001193125-26-073378
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Frontdoor reports record FY2025 revenue $2.09B (+14%), adj. EBITDA $553M (+25%), raises long-term margin target
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1727263/000119312526073378/0001193125-26-073378-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1727263/000119312526073378/ftdr-20260226.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-073378

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer