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The financials
Frontdoor, Inc. by the numbers
Frontdoor, Inc. (FTDR) reported revenue of $645M in Q2 2026 (quarter ended Jun 30, 2026), up 4.5% from the same quarter a year earlier. That came with a gross margin of 59% and net income of $125M (19% of revenue). For the full year FY2025, revenue was $2.09B (+14% year on year) and net income $255M. Its largest product in Q2 2026 was Renewals at $479M, 74% of the disclosed total, well ahead of Non-Warranty And Other at 10%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $645M | $617M | +4.5% |
| Gross profit | $378M | $356M | +6.2% |
| Net income | $125M | $111M | +13% |
| Diluted EPS | $1.76 | $1.48 | +19% |
| Product | Revenue | Share |
|---|---|---|
| Renewals | $479M | 74% |
| Non-Warranty And Other | $67M | 10% |
| Direct To Consumer Home Service Plan Contracts | $55M | 8.5% |
| Real Estate Home Service Plan Contracts | $45M | 7.0% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q2 2026Total $646.0M (+43%)
Non-Warranty And Other grew +20% year on yearDirect To Consumer Home Service Plan Contracts -1.8% year on year
Segment Latestquarter on quarteryear on year
- Renewals$479.0M$479.0MQoQ +36%year on year +3.9%+36%+3.9%
- Non-Warranty And Other$67.0M$67.0MQoQ +63%year on year +20%+63%+20%
- Direct To Consumer Home Service Plan Contracts$55.0M$55.0MQoQ +77%year on year -1.8%+77%-1.8%
- Real Estate Home Service Plan Contracts$45.0M$45.0MQoQ +61%year on year +2.3%+61%+2.3%