UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 p FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 Frontdoor, Inc. (Exact name of registrant as specified in its charter) Delaware 82-3871179 (State or other jurisdiction of incorporation ...

Frontdoor (FTDR) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +104.44%. A quarter ago, it was expected that this home services provider would post earnings of $1.49 per share when it actually produced earnings of $1.58, delivering a surprise of +6.04%.Over the last four quarters, t ...

Frontdoor (NasdaqGS:FTDR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsBill Cobb - Chairman and CEOEric Sheridan - Partner and Managing DirectorIan Zaffino - Managing DirectorJason Bailey - Senior Vice President and CFOMatt Davis - VP of Investor Relations and TreasurerSergio Segura - VP of Internet & MediaConference Call ParticipantsCory Carpenter - Executive Director and Senior Equity Research AnalystJeffrey Schmitt - Research AnalystMark Hughes - Managing Director and Senior Eq ...

Frontdoor (NasdaqGS:FTDR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsBill Cobb - Chairman and CEOEric Sheridan - Managing DirectorIan Zaffino - Managing DirectorJason Bailey - Senior Vice President and CFOMatt Davis - VP of Investor Relations and TreasurerSergio Segura - VP of Internet & MediaConference Call ParticipantsCory Carpenter - Executive Director and Senior Equity Research AnalystJeffrey Schmitt - Research AnalystMark Hughes - Managing Director and Senior Equity Researc ...

Frontdoor (NasdaqGS:FTDR) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Speaker8Ladies and gentlemen, welcome to Frontdoor's fourth quarter and full year 2025 earnings call. Today's call is being recorded and broadcast on the Internet. Beginning today's call is Matt Davis, Vice President of Investor Relations and Treasurer. He will introduce the other speakers on the call. At this time, we'll begin today's call. Please go ahead, Mr. Davis.Speaker7Thank you, Operator. Good morning, everyone, and thank ...

Fourth-Quarter & Full Year 2025 Earnings Webcast February 26th, 2026 1 Today's Presenters Chairman & Chief Executive Officer Bill Cobb Matt Davis Jason Bailey Senior Vice President & Chief Financial Officer Vice President, Investor Relations and Treasurer 2 Forward Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, pr ...

Financial Performance - Total revenue for 2025 increased 14% to $2.09 billion, with organic revenue growth of 3.7%[1][12] - Net income rose 9% to $255 million, with diluted earnings per share increasing 14% to $3.42[1][4] - Adjusted EBITDA increased 25% to $553 million for the year[1][4] - Revenue for the year ended December 31, 2025, was $2,093 million, an increase of 13.6% from $1,843 million in 2024[40] - Net income for 2025 was $255 million, compared to $235 million in 2024, representing an increase of 8.5%[40] - Adjusted EBITDA for the year ended December 31, 2025, reached $553 million, a rise of 25% from $443 million in 2024[49] Profitability Metrics - Gross profit margin expanded by 150 basis points to 55%[1][4] - Gross profit for 2025 was $1,157 million, up from $991 million in 2024, reflecting a gross margin improvement[40] - Free cash flow for the year ended December 31, 2025, was $390 million, compared to $231 million in 2024, indicating a significant increase of 69%[48] Cash Flow and Liquidity - Net cash provided from operating activities increased 54% to $416 million for the year[1][17] - Cash provided from operating activities increased to $416 million in 2025, up from $270 million in 2024, representing a growth of 54%[44] - Cash and cash equivalents increased to $566 million in 2025 from $421 million in 2024, enhancing liquidity position[41] - Cash and cash equivalents at the end of the period increased to $566 million in 2025, up from $421 million in 2024[44] Shareholder Actions - The company repurchased $280 million of shares in 2025, representing 7% of total shares[1][3] - The company repurchased $283 million worth of common stock in 2025, compared to $161 million in 2024, marking a 76% increase[44] Future Projections - For 2026, revenue is projected to be between $2.155 billion and $2.195 billion, reflecting a 3% to 5% increase over 2025[1][22] - The company aims for a long-term adjusted EBITDA margin outlook in the mid-20% range[1][3] - Home warranty member count is expected to turn positive in 2026, driven by a projected 5% increase in first-year home warranty members[1][22] - Non-warranty and other revenue is anticipated to be between $220 million and $240 million in 2026[1][22] Debt Management - Long-term debt decreased to $1,144 million in 2025 from $1,170 million in 2024, indicating improved debt management[41] Customer Metrics - The number of home warranties as of December 31, 2025, was 2.11 million, slightly down from 2.12 million in 2024, reflecting a 0% change[51] - Customer retention rate decreased to 79.2% in 2025 from 79.9% in 2024[51] Acquisition Impact - The acquisition of 2-10 Home Buyers Warranty is expected to enhance market position, though risks remain regarding its integration[29] Depreciation and Amortization - The company reported a depreciation and amortization expense of $89 million for the year ended December 31, 2025, compared to $39 million in 2024[44] Loss on Debt Extinguishment - The company experienced a loss on extinguishment of debt of $3 million in 2024, with no such loss reported in 2025[44]

分组1 - Frontdoor (FTDR) is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year decline of 59.3% [1] - Revenue projections for Frontdoor are anticipated to reach $420.6 million, which represents a 9.8% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1] 分组2 - Analysts forecast 'Revenue by Customer Channel- Renewals' to be $322.62 million, showing a year-over-year increase of 9% [4] - 'Revenue by Customer Channel- Other' is expected to reach $42.75 million, indicating a significant year-over-year change of 42.5% [4] - 'Revenue by Customer Channel- Direct-to-consumer (First-Year)' is projected to be $29.32 million, reflecting a decline of 5.4% from the previous year [4] 分组3 - The combined assessment suggests that 'Revenue by Customer Channel- Real estate (First-Year)' will likely reach $26.00 million [5] - Frontdoor shares have decreased by 7% over the past month, contrasting with a 1% decline in the Zacks S&P 500 composite [5] - With a Zacks Rank of 3 (Hold), Frontdoor is expected to perform in line with the overall market in the near future [5]

Frontdoor delivers home service plans and on-demand repair solutions to U.S. homeowners.On February 17, 2026, Breach Inlet Capital Management disclosed a new position in Frontdoor (FTDR +1.26%), acquiring 169,976 shares in the fourth quarter for an estimated $9.81 million.What happenedAccording to a February 17, 2026, SEC filing, Breach Inlet Capital Management opened a new position in Frontdoor (FTDR +1.26%) by purchasing 169,976 shares during the fourth quarter. The new holding was valued at $9.81 million ...

Core Viewpoint - Frontdoor, Inc. emphasizes the importance of home warranties as a means to protect homeowners' investments from costly repairs and unexpected breakdowns, coinciding with National Home Warranty Day on February 10 [1] Company Summary - Frontdoor, Inc. is recognized as the nation's leader in home warranties, highlighting its role in providing peace of mind to homeowners [1] Industry Summary - The home warranty industry is positioned to remind homeowners of the value of safeguarding their properties, particularly during occasions like Valentine's Day, which traditionally focuses on gifts for loved ones [1]