FTDR (Frontdoor, Inc.) Stock Financials & Earnings

FTDRFrontdoor, Inc.

Mkt Cap$5B

Revenue (TTM)$2.1B

Net Income (TTM)$256M

EPS (TTM)$3.41

Free Cash Flow (TTM)$390M

Gross Margin55.3%

Op. Margin23.3%

Net Margin12.2%

FCF Margin18.6%

P/S Ratio (TTM)2.3x

P/E Ratio (TTM)18.7x

YoY Rev Growth+13.6%

Employees—

Earnings Reports

Revenue & Profitability

Quarter	Revenue	Gross Profit	Op. Income
Q1 23	$367M	$170M	$45M
Q2 23	$523M	$270M	$108M
Q3 23	$524M	$259M	$107M
Q4 23	$366M	$168M	$26M
Q1 24	$378M	$185M	$50M
Q2 24	$542M	$306M	$131M
Q3 24	$541M	$306M	$141M
Q4 24	$382M	$185M	$20M
Q1 25	$426M	$235M	$86M
Q2 25	$617M	$356M	$162M
Q3 25	$617M	$353M	$157M
Q4 25	$433M	$213M	$83M

Revenue Breakdown

Valuation

Operating Cash Flow

Capital Expenditures

CapEx

OpEx vs Revenue Growth (YoY)

Stock-Based Compensation

OpEx Breakdown

Quarter	G&A	S&M	SG&A
Q3 23	$71M	$81M	—
Q4 23	$71M	$71M	—
Q1 24	$70M	$65M	—
Q2 24	$81M	$85M	—
Q3 24	$75M	$80M	—
Q4 24	—	—	$165M
Q2 25	$91M	$82M	—
Q3 25	$91M	$83M	—

Revenue Segments

Quarter	Direct To Consumer Home Service Plan Contracts	Real Estate Home Service Plan Contracts	Renewals	Service Other
Q1 23	$44M	$33M	$278M	$11M
Q2 23	$58M	$42M	$398M	$24M
Q3 23	$54M	$40M	$406M	$24M
Q4 23	$38M	$26M	$285M	$18M
Q1 24	$36M	$27M	$298M	$17M
Q2 24	$50M	$36M	$421M	$35M
Q3 24	$49M	$36M	$422M	$34M
Q4 24	$31M	$26M	$296M	$30M
Q1 25	$32M	$27M	$333M	$33M
Q2 25	$56M	$44M	$461M	$56M
Q3 25	$54M	$43M	$461M	$59M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$337M	$0	$337M
Q2 23	$344M	$0	$344M
Q3 23	$320M	$0	$320M
Q4 23	$325M	$0	$325M
Q1 24	$378M	$0	$378M
Q2 24	$419M	$0	$419M
Q3 24	$375M	$0	$375M
Q4 24	$421M	$15M	$436M
Q1 25	$506M	$0	$506M
Q2 25	$562M	$0	$562M
Q3 25	$563M	$0	$563M
Q4 25	$566M	$0	$566M

Shares Outstanding

Revenue Per Employee

Revenue / Employee