Frontdoor
Sells home and builder warranties fulfilled through a nationwide contractor network.
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Profile
Sells typically annual home warranties for systems and appliances through renewal, direct-to-consumer and real estate channels. Service is fulfilled by a nationwide independent-contractor network, while 2-10 HBW adds builder-backed and insurance-backed warranties for newly built homes.
Sells home warranty plans under American Home Shield, HSA, OneGuard and Landmark, covering breakdowns in major systems and appliances. Through 2-10 HBW, it also provides builder-backed and insurance-backed warranties for workmanship, distribution systems and structural components in new homes, plus claims administration.
Most revenue comes from annual customer contracts, led by renewals; first-year plans are sold directly and through real estate transactions. Service requests are routed through a nationwide network of independent contractor firms, supported by virtual diagnosis and contractor workflow tools.
Results depend on retention, pricing, weather-driven claim volume, contractor capacity, and parts, appliance and labor costs. Home and builder warranties, telemarketing, data use and contractor activity are governed by federal and state consumer, service-contract and insurance rules.
Company facts
Categories
Key statistics
Year to date +45.5% · Average volume (30d) 497.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | Wolfe Research | Upgrade | Outperform | |||
| Aug 7, 2026 | Truist Financial | Target | $82 | $105 | ||
| Aug 7, 2026 | Oppenheimer | Reiterate | Outperform | $70 | $100 | |
| Jul 24, 2026 | Truist Financial | Target | $71 | $82 | ||
| Mar 2, 2026 | Goldman Sachs | Upgrade | Sell | Neutral | $46 | $67 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.76 | $1.93 | +9.7% | $643.4M | $645.0M | +0.2% | +17.73% |
| Apr 30, 2026Q1 FY26 | $0.66 | $0.73 | +10.6% | $442.3M | $451.0M | +2.0% | +0.25% |
| Feb 26, 2026Q4 FY25 | $0.11 | $0.23 | +109.1% | $421.5M | $433.0M | +2.7% | +4.27% |
| Nov 5, 2025Q3 FY25 | $1.49 | $1.58 | +6.0% | $421.6M | $617.0M | +46.3% | −10.64% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $426.0M | $617.0M | $618.0M | $433.0M | $451.0M | $645.0M | |
| Gross profit | $212.0M | $335.0M | $332.0M | $190.0M | $228.0M | $378.0M | |
| Operating income | $63.0M | $165.0M | $160.0M | $21.0M | $68.0M | $180.0M | |
| Net income | $37.0M | $111.0M | $106.0M | $2.0M | $41.0M | $125.0M | |
| Diluted EPS | $0.48 | $1.48 | $1.42 | $0.03 | $0.57 | $1.76 | |
| Gross margin | 49.8% | 54.3% | 53.7% | 43.9% | 50.6% | 58.6% | |
| Operating margin | 14.8% | 26.7% | 25.9% | 4.8% | 15.1% | 27.9% |
Fiscal years (4-quarter sums)FY21 $1.60B · FY22 $1.66B · FY23 $1.78B · FY24 $1.84B · FY25 $2.09B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $627.0M · Total debt $1.18B · Total assets $2.19B · Shareholders' equity $284.0M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 70.23M · Float 69.68M · 99.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 11.08M | 15.77% | 13F | Aug 7, 2026 |
| Boston Partners | 5.37M | 7.64% | 13F | Aug 4, 2026 |
| Vanguard Portfolio Management LLC | 4.79M | 6.82% | 13F | Aug 13, 2026 |
| State Street Corporation | 3.52M | 5.00% | 13G | Aug 7, 2026 |
| Fuller & Thaler Asset Management, Inc. | 3.32M | 4.73% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Jeffrey Fiarman | officer: SVP & Chief Legal Officer | −13,000 | $85.11 |
| Aug 10, 2026 | Kathryn M. Collins | officer: SVP & Chief Revenue Officer | −10,000 | $88.98 |
| Aug 10, 2026 | Evan Iverson | officer: SVP & Chief Operating Officer | −18,190 | $85.50 |
| Mar 3, 2026 | Jeffrey Fiarman | officer: SVP & Chief Legal Officer | −15,000 | $67.60 |
Peers
- First American Financial
Direct home-warranty rival in real-estate and renewal channels
- Old Republic International
Home-warranty and insurance peer for covered repair costs
- Brookfield Infrastructure Partners
HomeServe owner with adjacent repair-plan subscriptions
- Fidelity National Financial
Title-channel home-warranty competitor at closing
- Lowe's
Retail protection-plan rival for appliances and installed work
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Frontdoor | $82.50 | −0.57% | $5.82B | 21.9 | 16.8 | 2.7 | +4.5% |
| First American Financial | $74.47 | −0.03% | $7.60B | 10.3 | 10.6 | 1.8 | +15.0% |
| Old Republic International | $42.07 | 0.00% | $10.25B | 9.2 | 13.1 | 1.1 | +13.4% |
| Brookfield Infrastructure Partners | $38.68 | +1.56% | $17.54B | 53.1 | 68.5 | 0.7 | +19.4% |
| Fidelity National Financial | $47.56 | −0.02% | $12.80B | 16.5 | 8.9 | 0.8 | +11.4% |
| Lowe's | $208.40 | +0.12% | $116.66B | 17.6 | 16.6 | 1.3 | +8.3% |
| Median | 16.5 | 13.1 | 1.1 | +13.4% |