Frontdoor Inc.

FTDR Consumer Cyclical Personal Services

Frontdoor Inc.’s revenue for fiscal 2025 (year ended December 2025) was $2.1 billion, up 13.6% from fiscal 2024.

Revenue
+5.99%
EPS
+16.6%
Free cash flow
+12.1%
Total debt
−2.20%

Quarter to September 2026, against a year earlier

94.39 1.53 +1.65%
Market cap
$6.6B
P/E
23.1×
Fwd P/E
21.6×
Dividend yield
—
F-score
7/9
Altman Z
3.62
Beneish M
−2.90
Dividend safety
n/a

Frontdoor Inc. (FTDR) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2025: revenue by products and services, and margins
Renewals 1,587 75.82%
Non-Warranty and Other 193 9.22%
Direct-To-Consumer 172 8.22%
Real Estate 141 6.74%
Gross margin 55.28%
Operating margin 16.15%
Pre-tax margin 16.15%

Revenue by product or service $m

Line FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016
Renewals 1,587 1,437 1,367 1,203 1,103 1,013 926 835 759 671
Non-Warranty and Other 193 116 77 56 46 16 8 6 5 —
Direct-To-Consumer 172 166 194 219 201 183 167 156 144 142
Real Estate 141 125 141 184 252 263 263 262 249 207
Revenue 2,093 1,843 1,780 1,662 1,602 1,474 1,365 1,258 1,157 1,020

Operating figures as reported in each quarter’s results release or filing

Figure Quarter Latest A year before Change
Customer retention rate Q3 FY2026 79.7% 79.4% —
First-year direct-to-consumer Q3 FY2026 330.0K 320.0K +3.13%
First-year real estate Q3 FY2026 220.0K 210.0K +4.76%
Number of home service plans Q3 FY2026 2.1M 2.1M +1.42%
Reduction in number of home service plans Q3 FY2026 1.00% 8.00% —
Renewals Q3 FY2026 1.6M 1.6M +0.63%

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.