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Frontdoor, Inc. (FTDR) Stock: Price, Forecast & Analyst Target

Frontdoor, Inc. (FTDR) — MoonshotScore 89/100 (Exceptional band), calculated Oct 4, 2026. Price $77.24 (+2.37%), as of the Oct 2, 2026 trading session; market cap $5.42B. Expected results Nov 4, 2026.

Educational signal · not a buy or sell recommendation · How to read this

Market value / cash and short-term investments: 8.64× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026

$77.24 +$1.79 (+2.37%) Market Cap $5.42B

Frontdoor, Inc. · FTDR · NASDAQ · Consumer Cyclical · Personal Products & Services

Research dated 2026-09-13: Frontdoor sells home service plan contracts—repair and replacement insurance for appliances and systems—under brands like American Home Shield and HSA. The question is whether retention holds amid pricing pressure and new competitor entry.

Price as of Oct 2, 2026

Key Statistics

89 of 100

MoonshotScore v2 · Frontdoor (FTDR)

Exceptional
Business Quality Elite (92)
Financial Safety Sound (65)
Valuation Full (43)
Growth Durability Compounding (89)
Momentum Surging (85)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

Elite quality and elite growth, though the balance sheet is only decent; the market is already moving on it. Business Quality: Elite; Financial Safety: Sound; Valuation: Full; Growth Durability: Compounding; Momentum: Surging.

  • quarterly revenue $645M (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 8 of 8
  • Altman Z 4.11 · Piotroski F 8

Helping: business quality, durable growth, positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for FTDR (29 recorded, newest six shown)
RecordedScoreBand
89Exceptional
89Exceptional
89Exceptional
89Exceptional
90Exceptional
90Exceptional

The score was 89 in the stored Oct 3, 2026 snapshot and remains 89 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Financial Safety +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

As of
MeasureValue
Latest provided price$77.24
Change on the day+2.37%
52-week range$48.47–$93.43
Market capitalisation$5.42B
Price / earnings (trailing)20.12
Shares traded on the day633.1K
Beta (volatility vs the S&P 500)1.51

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Aug 29, 2025 to Oct 2, 2026: low $50, high $91, latest $77. 4 reported quarters marked, 4 above and 0 below the recorded estimate. 1 other dated event marked. $91 $50 high $91 Nov 5, 2025 · Earnings results · reported above the recorded estimate · close $501Feb 26, 2026 · Earnings results · reported above the recorded estimate · close $692Apr 30, 2026 · Earnings results · reported above the recorded estimate · close $693Aug 6, 2026 · Earnings call · management outlook · no recorded estimate to compare · close $914Aug 6, 2026 · Earnings results · reported above the recorded estimate · close $915 Aug 29, 2025 Oct 2, 2026 · $77 $61Aug 29, 2025$66Sep 12, 2025$67Sep 26, 2025$65Oct 10, 2025$69Oct 24, 2025$50Nov 7, 2025$52Nov 21, 2025$53Dec 5, 2025$57Dec 19, 2025$57Jan 2, 2026$60Jan 16, 2026$59Jan 30, 2026$57Feb 13, 2026$69Feb 27, 2026$63Mar 13, 2026$54Mar 27, 2026$57Apr 10, 2026$61Apr 24, 2026$65May 8, 2026$61May 22, 2026$64Jun 5, 2026$72Jun 18, 2026$79Jul 2, 2026$76Jul 17, 2026$73Jul 31, 2026$86Aug 14, 2026$83Aug 28, 2026$81Sep 11, 2026$74Sep 25, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings call · management outlook
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

Management outlook

  • We expect our gross margins to be approximately 55%, and we now expect SG&A of $685 million to $695 million, which reflects a second half step-up in investment that I'll come back to in a moment.

    Jason Bailey · Statement from

  • For the third quarter specifically, we expect revenue of $642 million to $652 million. By channel, we expect a low to mid-single-digit increase in renewal revenue, a low single-digit increase in real estate revenue, a low single-digit decrease in direct-to-consumer revenue and an over 20% increase in non-warranty and other revenue.

    Jason Bailey · Statement from

Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.

Read management statements

Other perspectives

Council score for Frontdoor (FTDR): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Strong
Business Quality Strong
Financial Safety Moderate
Valuation Neutral

Legends Council

4 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Griffin-style lens (simulated) Ken Griffin Neutral read
Englander-style lens (simulated) Izzy Englander Unfavorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Moderate
Revenue Growth Moderate
Debt/Equity Negative
ROE Strong
Gross Margin Moderate

Read on: Oct 3, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Oct 3, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 4, 2026, except a card that shows its own read date.

Watch the FTDR film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Frontdoor (FTDR), and what does it report?

Short answer · as of

Frontdoor sells service plans that cover repair or replacement of household systems and appliances including HVAC, plumbing, electrical, and kitchen appliances.

Research dated 2026-09-13.

Frontdoor sells service plans that cover repair or replacement of household systems and appliances including HVAC, plumbing, electrical, and kitchen appliances. Customers pay annual or monthly premiums; the company retains the majority in revenue recognition and pays service providers the remainder. Revenue also includes plans placed through real estate brokers and direct-to-consumer channels. Renewals are high-margin, while new customer acquisition carries significantly higher cost. The business model benefits from recurring subscription revenue and operating leverage as the customer base scales.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Quarterly income statement (USD thousands)

2 · Latest results

What do the latest results show for Frontdoor (FTDR)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $645M.

Research dated 2026-09-13.

Latest results showed earnings beat estimates, driven by renewal volume strength and favorable claims experience. Operating margin expanded from operational efficiency and a shift toward higher-margin renewals. Gross profit remained resilient despite cost inflation in service delivery.

Sources (as of 2026-09-13): Reported versus estimated, last 8 quarters; Quarterly income statement (USD thousands); Trailing twelve-month ratio set

Where is operating spending going?

Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.

Latest quarter · revenue
$645.00M Jun 30, 2026
Latest quarter · SG&A
$176.00M Jun 30, 2026
Latest quarter · FMP standardized operating result
$180.00M Jun 30, 2026
Where is operating spending going? — FMP standardized evidence
Period endRevenueR&DSG&AFMP standardized operating result
Jun 30, 2026$645.00MNot available$176.00M$180.00M
Mar 31, 2026$451.00MNot available$160.00M$68.00M
Dec 31, 2025$433.00MNot available$169.00M$21.00M
Sep 30, 2025$618.00MNot available$172.00M$160.00M

USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$645.00M Aug 6, 2026
Latest report · revenue estimate
$643.40M Aug 6, 2026
Latest report · revenue vs estimate
Above estimate Aug 6, 2026
Latest report · EPS vs estimate
Above estimate Aug 6, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 6, 2026$645.00M$643.40M$1.9300$1.7600
Apr 30, 2026$451.00M$442.28M$0.7300$0.6600
Feb 26, 2026$433.00M$421.45M$0.2300$0.1100
Nov 5, 2025$617.00M$421.62M$1.5800$1.4900

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$645M$125M$1.76 (diluted)
Q1 FY2026$451M$41M$0.57 (diluted)
Q4 FY2025$433M$2M$0.03 (diluted)
Q3 FY2025$618M$106M$1.42 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Frontdoor (FTDR)?

Short answer

Cash and short-term investments were $627.00M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $126.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.

Research dated 2026-09-13.

The balance sheet carries moderate leverage against stable, recurring cash flows. Operating cash generation remains robust. The principal risk is a contraction in new customer additions if home purchasing slows or if competitors—particularly new entrants from insurance and big-box retail—undercut pricing on new plans.

Sources (as of 2026-09-13): Cash, investments and debt; Trailing twelve-month ratio set; Operating cash flow by quarter (USD millions)

How much cash does the business generate or use?

Quarterly operating cash flow shows cash generated or used by operations.

Latest quarter · operating cash flow
$126.00M Jun 30, 2026
Previous quarter · operating cash flow
$119.00M Mar 31, 2026
How much cash does the business generate or use? — reported evidence
Period endOperating cash flowCapital expenditure (reported)
Jun 30, 2026$126.00M−$6.00M
Mar 31, 2026$119.00M−$6.00M
Dec 31, 2025$101.00M−$6.00M
Sep 30, 2025$64.00M−$6.00M

Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.

USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.

4 · What to check next?

What should you watch next at Frontdoor (FTDR)?

Short answer · as of

The next earnings report is expected on Nov 4, 2026.

Research dated 2026-09-13.

Monitor renewal rates and pricing actions in the next cycle to confirm retention holds despite competitive intensity. Watch for commentary on new customer acquisition trends and claims inflation. Profitability hinges on renewal margin stability.

Sources (as of 2026-09-13): Next earnings report; Analyst actions, most recent per firm; Management outlook — dated call excerpts

What management is planning

Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.

  1. We expect our gross margins to be approximately 55%, and we now expect SG&A of $685 million to $695 million, which reflects a second half step-up in investment that I'll come back to in a moment.

    Jason Bailey ·

  2. For the third quarter specifically, we expect revenue of $642 million to $652 million. By channel, we expect a low to mid-single-digit increase in renewal revenue, a low single-digit increase in real estate revenue, a low single-digit decrease in direct-to-consumer revenue and an over 20% increase in non-warranty and other revenue.

    Jason Bailey ·

  3. Through the first half of the year, we generated $233 million of free cash flow, and we continue to expect to convert more than 60% of adjusted EBITDA into free cash flow for the year.

    Jason Bailey ·

  4. Given our cash generation and conviction in the returns, we plan to accelerate our share repurchases in the second half.

    Jason Bailey ·

5 · Peer comparison

How does Frontdoor compare with its peers?

Short answer

Frontdoor's score ranks 3rd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Research dated 2026-09-13.

Home service plans operate in a fragmented, consumer-driven market where scale and brand matter. Frontdoor's ownership of multiple brands and access to real estate distribution gives it structural advantages over smaller competitors. However, the sector is increasingly attractive to national insurers and large retailers with existing customer bases.

Sources (as of 2026-09-13): Business description; Institutional ownership (13F); Analyst actions, most recent per firm

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
H&R Block, Inc. (HRB) Same industry, near in market value$41.68 Oct 2, 2026$5.28B93 5-pillar Oct 4, 2026
Crocs, Inc. (CROX) Named competitor$118.09 Oct 2, 2026$5.66B92 5-pillar Oct 4, 2026
Frontdoor (FTDR) — this page$77.24$5.42B89
Covista Inc. (CVSA) Same industry, near in market value$125.48 Oct 2, 2026$4.27B88 5-pillar Oct 4, 2026
Brinker International, Inc. (EAT) Named competitor$202.00 Oct 2, 2026$8.66B84 5-pillar Oct 4, 2026
Rollins, Inc. (ROL) Same industry, near in market value$30.16 Oct 2, 2026$14.5B76 5-pillar Oct 4, 2026
Acushnet Holdings Corp. (GOLF) Named competitor$83.65 Oct 2, 2026$4.90B73 5-pillar Oct 4, 2026
Group 1 Automotive, Inc. (GPI) Named competitor$249.84 Oct 2, 2026$2.98B60 5-pillar Oct 4, 2026
Bright Horizons Family Solutions Inc. (BFAM) Same industry, near in market value$64.26 Oct 2, 2026$3.38B58 5-pillar Oct 4, 2026
Regis Corporation (RGS) Same industry, near in market value$29.05 Oct 2, 2026$72.6M52 5-pillar Oct 4, 2026
Carriage Services, Inc. (CSV) Same industry, near in market value$32.17 Oct 2, 2026$511M50 5-pillar Oct 4, 2026
Medifast, Inc. (MED) Same industry, near in market value$11.73 Oct 2, 2026$130M50 5-pillar Oct 4, 2026
Service Corporation International (SCI) Same industry, near in market value$77.14 Oct 2, 2026$10.5B48 5-pillar Oct 4, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Consumer Cyclical stocks

The records behind this page

Analyst targets & estimates

What analysts have on file

Price target, low to high
$100.00 – $105.00
Consensus target
$102.50
Median target
$102.50

Consensus record · Captured .

Measured against a quoted price of $77.24 (as of Oct 2, 2026).

Insider activity

Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Aug 25, 2026

Transactions
22
Identified insiders
13
Purchases
0
Sales
3
Other transactions
19

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Reporting holders
397 Period end Jun 30, 2026
Previous quarter · holders
373 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Blackrock, INC.11,078,123
Boston Partners5,367,121
Vanguard Portfolio Management LLC4,787,074
State Street Corp3,516,349
Fuller & Thaler Asset Management, INC.3,318,654

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about Frontdoor (FTDR)?

Read these with our analysis →

Common Questions About FTDR (Consumer Cyclical)

Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.

What percentage of revenue is renewals?

Renewals comprise the majority of revenue and carry higher margins than new customer acquisition. Tracking renewal rates is critical to forward earnings visibility.

Sources (as of 2026-09-13): Revenue by segment; Quarterly income statement (USD thousands); Reported versus estimated, last 8 quarters

How does Streem technology drive growth?

Streem is an augmented-reality diagnostic platform enabling service technicians to diagnose and resolve issues faster, reducing labor costs and improving first-time fix rates. This proprietary tool offers a moat against pure-price competitors.

Sources (as of 2026-09-13): Business description; Quarterly income statement (USD thousands); Analyst actions, most recent per firm

Is the business recession-proof?

Service plans are discretionary—customers defer renewal during downturns. However, home age and repair urgency mean demand is less cyclical than new appliance sales, providing relative stability.

Sources (as of 2026-09-13): Annual revenue and net result (USD millions); Trailing twelve-month ratio set; Operating cash flow by quarter (USD millions)

Why is ProConnect significant?

ProConnect is an on-demand home services marketplace that could diversify revenue beyond insurance plans. Management sees it as a long-term growth vector, though it requires investment and remains immature.

Sources (as of 2026-09-13): Business description; Quarterly income statement (USD thousands); Next earnings report

What is the FTDR stock price today?

The last price recorded on this page for Frontdoor, Inc. (FTDR) is $77.24, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is the FTDR price target?

The analyst consensus price target for Frontdoor, Inc. (FTDR) is $102.50 (range $100.00 to $105.00, median $102.50), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources (as of 2026-09-13): Business description; Sector / industry (provider taxonomy); Annual revenue and net result (USD millions)

Sources — records for every figure on this page (77 figures)

The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 2 facts from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
prod.outlookManagement outlook — call excerptsJason Bailey (Aug 6, 2026): We expect our gross margins to be approximately 55%, and we now expect SG&A of $685 million to $695 million, which reflects a second half step-up in investment that I'll come back to in a moment. Jason Bailey (Aug 6, 2026): For the third quarter specifically, we expect revenue of $642 million to $652 million. By channel, we expect a low to mid-single-digit increase in renewal revenue, a low single-digit increase in real estate revenue, a low single-digit decrease in direct-to-consumer revenue and an over 20% increase in non-warranty and other revenue. Jason Bailey (Aug 6, 2026): Through the first half of the year, we generated $233 million of free cash flow, and we continue to expect to convert more than 60% of adjusted EBITDA into free cash flow for the year. Jason Bailey (Aug 6, 2026): Given our cash generation and conviction in the returns, we plan to accelerate our share repurchases in the second half.OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.
id.hqSEC filing business address3400 Players Club Parkway, STE. 300, Memphis, TN, 38125OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "3400 Players Club Parkway, Memphis, TN, 38125, US".

FMP — 68 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.nextNext earnings dateNov 4, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
px.lastLatest provided price$77.24FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:38.342Z.
px.changeChange on the day+2.37%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$5.42BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:01.000Z. Captured from FMP at 2026-10-04T20:54:37.404Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars+$1.79FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$645MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.range5252-week range$48.47–$93.43FMPFinancial Modeling Prep (FMP) quote
px.pePrice / earnings (trailing)20.12FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day633.1KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta1.51FMPFinancial Modeling Prep (FMP) company profile
id.ceoChief executiveWilliam C. CobbFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
id.employeesEmployees2,034FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
fin.annualRevenue and net result by fiscal year5 fiscal years, FY2021 through FY2025: FY2021 revenue $1.60B, net result $128.00M; FY2022 revenue $1.66B, net result $71.00M; FY2023 revenue $1.78B, net result $171.00M; FY2024 revenue $1.84B, net result $235.00M; FY2025 revenue $2.09B, net result $255.00MFMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
fin.rev_mixReported revenue segmentsRenewals $1.59B · Real Estate Home Service Plan Contracts $141.00M · Direct To Consumer Home Service Plan Contracts $172.00MFMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
fin.gross_marginGross margin (trailing twelve months)52.5%FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.q_table.depth.2026-06-30.revenue_kRevenue — period end 2026-06-30$645.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.sga_kSG&A — period end 2026-06-30$176.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-06-30.operating_result_kFMP standardized operating result — period end 2026-06-30$180.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.revenue_kRevenue — period end 2026-03-31$451.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.sga_kSG&A — period end 2026-03-31$160.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2026-03-31.operating_result_kFMP standardized operating result — period end 2026-03-31$68.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.revenue_kRevenue — period end 2025-12-31$433.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.sga_kSG&A — period end 2025-12-31$169.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-12-31.operating_result_kFMP standardized operating result — period end 2025-12-31$21.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.revenue_kRevenue — period end 2025-09-30$618.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.sga_kSG&A — period end 2025-09-30$172.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
fin.q_table.depth.2025-09-30.operating_result_kFMP standardized operating result — period end 2025-09-30$160.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note
earn.history.depth.2026-08-06.revenue_actualRevenue · reported — report date 2026-08-06$645.00MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.revenue_estimatedRevenue · estimate — report date 2026-08-06$643.40MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_actualEPS · reported — report date 2026-08-06$1.9300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_estimatedEPS · estimate — report date 2026-08-06$1.7600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_actualRevenue · reported — report date 2026-04-30$451.00MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.revenue_estimatedRevenue · estimate — report date 2026-04-30$442.28MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_actualEPS · reported — report date 2026-04-30$0.7300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-04-30.eps_estimatedEPS · estimate — report date 2026-04-30$0.6600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.revenue_actualRevenue · reported — report date 2026-02-26$433.00MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.revenue_estimatedRevenue · estimate — report date 2026-02-26$421.45MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.eps_actualEPS · reported — report date 2026-02-26$0.2300Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-26.eps_estimatedEPS · estimate — report date 2026-02-26$0.1100Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.revenue_actualRevenue · reported — report date 2025-11-05$617.00MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.revenue_estimatedRevenue · estimate — report date 2025-11-05$421.62MReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.eps_actualEPS · reported — report date 2025-11-05$1.5800Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-05.eps_estimatedEPS · estimate — report date 2025-11-05$1.4900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
fin.cash_investmentsCash and short-term investments$627.00MFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review.
fin.opcf_latestLatest-quarter operating cash flow$126.00MFMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate.
fin.long_term_investmentsLong-term investments (classification unverified)$0.00FMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.total_debtTotal debt$1.18BFMPFinancial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.
fin.price_to_bookPrice to book value19.01×FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero.
fin.opcf.depth.2026-06-30.operating_cash_flow_mOperating cash flow — period end 2026-06-30$126.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.operating_cash_flow_mOperating cash flow — period end 2026-03-31$119.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-06-30.capex_mCapital expenditure (reported) — period end 2026-06-30−$6.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2026-03-31.capex_mCapital expenditure (reported) — period end 2026-03-31−$6.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.operating_cash_flow_mOperating cash flow — period end 2025-12-31$101.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-12-31.capex_mCapital expenditure (reported) — period end 2025-12-31−$6.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.operating_cash_flow_mOperating cash flow — period end 2025-09-30$64.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
fin.opcf.depth.2025-09-30.capex_mCapital expenditure (reported) — period end 2025-09-30−$6.00MPeriod end · FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note
earn.pt_rangeAnalyst price target, low to high$100.00 – $105.00FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_consensusConsensus analyst price target$102.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
earn.pt_medianMedian analyst price target$102.50FMPFinancial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied
own.insidersInsider transactions via FMP22 transactions · 0 purchases, 3 sales, 19 other transactions · 13 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Aug 25, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.holdersReporting holders397FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders373FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesBlackrock, INC. — shares in provider snapshot11,078,123FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesBoston Partners — shares in provider snapshot5,367,121FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesVanguard Portfolio Management LLC — shares in provider snapshot4,787,074FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesState Street Corp — shares in provider snapshot3,516,349FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesFuller & Thaler Asset Management, INC. — shares in provider snapshot3,318,654FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 2 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 8 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-03
fin.scoresDistress and quality screensAltman Z 4.11 · Piotroski F 8UNRECORDEDStored financial-scores observation — Captured 2026-10-04

COMPUTED — 3 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
fin.mcap_to_cashMarket value per dollar of cash and short-term investments8.64×—COMPUTEDComputed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $627.00M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio.
earn.history.depth.2026-08-06.revenue_actual.comparisonLatest report · revenue vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($645.00M) with the recorded estimate ($643.40M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-06.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.9300) with the recorded estimate ($1.7600) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v289 of 100 · Exceptional · pillars 92 / 65 / 43 / 89 / 85OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement89 (stored snapshot Oct 3, 2026) → 89 (current publication computed Oct 4, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.

Fact-family notes

  1. Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs: fin.q_table.depth.2026-06-30.revenue_k, fin.q_table.depth.2026-06-30.sga_k, fin.q_table.depth.2026-06-30.operating_result_k, fin.q_table.depth.2026-03-31.revenue_k, fin.q_table.depth.2026-03-31.sga_k, fin.q_table.depth.2026-03-31.operating_result_k, fin.q_table.depth.2025-12-31.revenue_k, fin.q_table.depth.2025-12-31.sga_k, fin.q_table.depth.2025-12-31.operating_result_k, fin.q_table.depth.2025-09-30.revenue_k, fin.q_table.depth.2025-09-30.sga_k, fin.q_table.depth.2025-09-30.operating_result_k.
  2. Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-06.revenue_actual, earn.history.depth.2026-08-06.revenue_estimated, earn.history.depth.2026-08-06.revenue_actual.comparison, earn.history.depth.2026-08-06.eps_actual.comparison, earn.history.depth.2026-08-06.eps_actual, earn.history.depth.2026-08-06.eps_estimated, earn.history.depth.2026-04-30.revenue_actual, earn.history.depth.2026-04-30.revenue_estimated, earn.history.depth.2026-04-30.eps_actual, earn.history.depth.2026-04-30.eps_estimated, earn.history.depth.2026-02-26.revenue_actual, earn.history.depth.2026-02-26.revenue_estimated, earn.history.depth.2026-02-26.eps_actual, earn.history.depth.2026-02-26.eps_estimated, earn.history.depth.2025-11-05.revenue_actual, earn.history.depth.2025-11-05.revenue_estimated, earn.history.depth.2025-11-05.eps_actual, earn.history.depth.2025-11-05.eps_estimated.
  3. Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs: fin.opcf.depth.2026-06-30.operating_cash_flow_m, fin.opcf.depth.2026-03-31.operating_cash_flow_m, fin.opcf.depth.2026-06-30.capex_m, fin.opcf.depth.2026-03-31.capex_m, fin.opcf.depth.2025-12-31.operating_cash_flow_m, fin.opcf.depth.2025-12-31.capex_m, fin.opcf.depth.2025-09-30.operating_cash_flow_m, fin.opcf.depth.2025-09-30.capex_m.
Published
Research standards
Methodology · Editorial policy · Corrections

Sources used for research written 2026-09-13

Historical evidence preserved with this analysis. Current figures are listed separately above.

EvidenceCaptured valueSource dateSource typeSource
Business description
Frontdoor, Inc. operates as a U.S.-based provider of extensive home service plans. These comprehensive plans are designed to cover the repair or replacement of key components for roughly two dozen household systems and appliances. This broad coverage includes critical areas such as electrical infrastructure, plumbing, water heating units, and major kitchen equipment like refrigerators, dishwashers, and ranges/ovens/cooktops. Furthermore, it extends to electronics, swimming pools, spa components and their pumps, and central heating, ventilation, and air conditioning (HVAC) systems. Beyond its core service offerings, Frontdoor, Inc. also manages ProConnect, an on-demand business for various home service requirements, and Streem, an innovative technology platform. Streem leverages augmented reality, computer vision, and machine learning to empower home service professionals, enabling them to diagnose problems and perform repairs with enhanced speed and accuracy. The company reaches its residential clientele through a portfolio of recognized brands, which include American Home Shield, HSA, Landmark Home Warranty, OneGuard, Frontdoor, and Streem. Established in 1971, Frontdoor, Inc. has its corporate headquarters situated in Memphis, Tennessee.
2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Sector / industry (provider taxonomy)
Consumer Cyclical / Personal Products & Services

The company's SEC filings classify it under SIC 7340 — Services-To Dwellings & Other Buildings.

2026-09-13FMPFinancial Modeling Prep (FMP) company profile
Annual revenue and net result (USD millions)
Captured record · 5 entries
  • FY2025 — R&D: $0, Revenue: $2.09B, Period end: 2025-12-31, Net result: $255.00M
  • FY2024 — R&D: $0, Revenue: $1.84B, Period end: 2024-12-31, Net result: $235.00M
  • FY2023 — R&D: $0, Revenue: $1.78B, Period end: 2023-12-31, Net result: $171.00M
  • FY2022 — R&D: $0, Revenue: $1.66B, Period end: 2022-12-31, Net result: $71.00M
  • FY2021 — R&D: $0, Revenue: $1.60B, Period end: 2021-12-31, Net result: $128.00M
2025-12-31FMPFinancial Modeling Prep (FMP), from the company's 10-K income statements
Quarterly income statement (USD thousands)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — EPS: $1.76 per share, SG&A: $176.00M, EPS basic: $1.8 per share, EPS basis: diluted, Revenue: $645.00M, EPS diluted: $1.76 per share, Net result: $125.00M, Gross profit: $378.00M, Operating result: $180.00M
  • Quarter ended 2026-03-31 — EPS: $0.57 per share, SG&A: $160.00M, EPS basic: $0.58 per share, EPS basis: diluted, Revenue: $451.00M, EPS diluted: $0.57 per share, Net result: $41.00M, Gross profit: $228.00M, Operating result: $68.00M
  • Quarter ended 2025-12-31 — EPS: $0.0282 per share, SG&A: $169.00M, EPS basic: $0.0282 per share, EPS basis: diluted, Revenue: $433.00M, EPS diluted: $0.0282 per share, Net result: $2.00M, Gross profit: $190.00M, Operating result: $21.00M
  • Quarter ended 2025-09-30 — EPS: $1.42 per share, SG&A: $172.00M, EPS basic: $1.43 per share, EPS basis: diluted, Revenue: $618.00M, EPS diluted: $1.42 per share, Net result: $106.00M, Gross profit: $332.00M, Operating result: $160.00M
  • Quarter ended 2025-06-30 — EPS: $1.48 per share, SG&A: $170.00M, EPS basic: $1.51 per share, EPS basis: diluted, Revenue: $617.00M, EPS diluted: $1.48 per share, Net result: $111.00M, Gross profit: $335.00M, Operating result: $165.00M
  • Quarter ended 2025-03-31 — EPS: $0.48 per share, SG&A: $149.00M, EPS basic: $0.5 per share, EPS basis: diluted, Revenue: $426.00M, EPS diluted: $0.48 per share, Net result: $37.00M, Gross profit: $212.00M, Operating result: $63.00M
  • Quarter ended 2024-12-31 — EPS: $0.1 per share, SG&A: $148.00M, EPS basic: $0.13 per share, EPS basis: diluted, Revenue: $382.00M, EPS diluted: $0.1 per share, Net result: $9.00M, Gross profit: $174.00M, Operating result: $26.00M
  • Quarter ended 2024-09-30 — EPS: $1.3 per share, SG&A: $151.00M, EPS basic: $1.31 per share, EPS basis: diluted, Revenue: $540.00M, EPS diluted: $1.3 per share, Net result: $100.00M, Gross profit: $295.00M, Operating result: $144.00M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements
Reported versus estimated, last 8 quarters
Captured record · 8 entries
  • Reported 2026-08-06 — EPS actual: $1.93 per share, EPS estimated: $1.76 per share, Revenue actual: $645.00M, Revenue estimated: $643.40M
  • Reported 2026-04-30 — EPS actual: $0.73 per share, EPS estimated: $0.66 per share, Revenue actual: $451.00M, Revenue estimated: $442.28M
  • Reported 2026-02-26 — EPS actual: $0.23 per share, EPS estimated: $0.11 per share, Revenue actual: $433.00M, Revenue estimated: $421.45M
  • Reported 2025-11-05 — EPS actual: $1.58 per share, EPS estimated: $1.49 per share, Revenue actual: $617.00M, Revenue estimated: $421.62M
  • Reported 2025-08-05 — EPS actual: $1.63 per share, EPS estimated: $1.44 per share, Revenue actual: $617.00M, Revenue estimated: $603.15M
  • Reported 2025-05-01 — EPS actual: $0.64 per share, EPS estimated: $0.37 per share, Revenue actual: $426.00M, Revenue estimated: $590.37M
  • Reported 2025-02-27 — EPS actual: $0.27 per share, EPS estimated: $0.11 per share, Revenue actual: $382.00M, Revenue estimated: $390.45M
  • Reported 2024-11-04 — EPS actual: $1.38 per share, EPS estimated: $1.05 per share, Revenue actual: $540.00M, Revenue estimated: $367.24M
2026-08-06FMPFinancial Modeling Prep (FMP) earnings
Trailing twelve-month ratio set
Quick ratio: 1.59; Current ratio: 1.59; Debt to equity: 4.14; Net margin: 12.8%; Gross margin: 52.5%; Operating margin: 20%; Return on assets: 12.5%; Return on equity: 102.2%

Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero.

2026-09-13FMPFinancial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm
Cash, investments and debt
Total debt: $1.18B; Liquidity basis: cash and short-term investments; Total liabilities: $1.90B; Cash and short-term investments: $627.00M; Cash and investments: $627.00M; Long-term investments: $0; Long-term investments classification: unclassified

Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability.

2026-06-30FMPFinancial Modeling Prep (FMP), from the company's balance sheet
Operating cash flow by quarter (USD millions)
Captured record · 8 entries
  • Quarter ended 2026-06-30 — Capital expenditure: -$6.00M, Operating cash flow: $126.00M
  • Quarter ended 2026-03-31 — Capital expenditure: -$6.00M, Operating cash flow: $119.00M
  • Quarter ended 2025-12-31 — Capital expenditure: -$6.00M, Operating cash flow: $101.00M
  • Quarter ended 2025-09-30 — Capital expenditure: -$6.00M, Operating cash flow: $64.00M
  • Quarter ended 2025-06-30 — Capital expenditure: -$7.00M, Operating cash flow: $126.00M
  • Quarter ended 2025-03-31 — Capital expenditure: -$7.00M, Operating cash flow: $125.00M
  • Quarter ended 2024-12-31 — Capital expenditure: -$8.00M, Operating cash flow: $58.00M
  • Quarter ended 2024-09-30 — Capital expenditure: -$9.00M, Operating cash flow: $25.00M
2026-06-30FMPFinancial Modeling Prep (FMP), from the company's 10-Q cash-flow statements
Next earnings report
Date: 2026-11-04; EPS estimate: $1.76 per share; Revenue estimate: $647.45M

The date is our provider's estimate until the company confirms it.

2026-09-13FMPFinancial Modeling Prep (FMP) earnings calendar
Analyst actions, most recent per firm
Captured record · 10 entries
  • 2026-08-07 — Firm: Oppenheimer, Action: maintain, Rating: Outperform, Previous rating: Outperform
  • 2026-08-07 — Firm: Truist Securities, Action: maintain, Rating: Buy, Previous rating: Buy
  • 2026-08-07 — Firm: Benchmark, Action: maintain, Rating: Buy, Previous rating: Buy
  • 2026-03-02 — Firm: Goldman Sachs, Action: upgrade, Rating: Neutral, Previous rating: Sell
  • 2025-06-03 — Firm: JP Morgan, Action: maintain, Rating: Neutral, Previous rating: Neutral
  • 2024-08-02 — Firm: William Blair, Action: upgrade, Rating: Outperform, Previous rating: Market Perform
  • 2024-05-06 — Firm: Wells Fargo, Action: maintain, Rating: Equal Weight, Previous rating: Equal Weight
  • 2022-11-04 — Firm: Raymond James, Action: downgrade, Rating: Market Perform, Previous rating: Outperform
  • 2021-10-29 — Firm: Credit Suisse, Action: maintain, Rating: Neutral, Previous rating: Neutral
  • 2020-05-07 — Firm: SunTrust Robinson Humphrey, Action: maintain, Rating: Buy, Previous rating: Buy

One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not.

2026-08-07FMPFinancial Modeling Prep (FMP) analyst grades
Management outlook — dated call excerpts
Captured record · 4 entries
  • Call of 2026-08-06 — Quote: We expect our gross margins to be approximately 55%, and we now expect SG&A of $685 million to $695 million, which reflects a second half step-up in investment that I'll come back to in a moment., Speaker: Jason Bailey
  • Call of 2026-08-06 — Quote: For the third quarter specifically, we expect revenue of $642 million to $652 million. By channel, we expect a low to mid-single-digit increase in renewal revenue, a low single-digit increase in real estate revenue, a low single-digit decrease in direct-to-consumer revenue and an over 20% increase in non-warranty and other revenue., Speaker: Jason Bailey
  • Call of 2026-08-06 — Quote: Through the first half of the year, we generated $233 million of free cash flow, and we continue to expect to convert more than 60% of adjusted EBITDA into free cash flow for the year., Speaker: Jason Bailey
  • Call of 2026-08-06 — Quote: Given our cash generation and conviction in the returns, we plan to accelerate our share repurchases in the second half., Speaker: Jason Bailey

Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording.

2026-08-06OFFICIALCompany earnings call, transcript via Financial Modeling Prep (FMP)
Institutional ownership (13F)
Holders: 397; Quarter: 2026-06-30; Holders previous quarter: 373

13F filings are quarterly and lag the quarter end by up to 45 days.

2026-06-30FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings
Revenue by segment
Renewals: $1.59B; Real Estate Home Service Plan Contracts: $141.00M; Direct To Consumer Home Service Plan Contracts: $172.00M
2025-12-31FMPFinancial Modeling Prep (FMP) revenue segmentation, from the company's 10-K
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.