Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Frontdoor, Inc.
Next earnings Aug 3, 2026 · consensus $1.80 EPS, $655M rev
Last earnings +13.3% on 2026-04-30
Capital-light home-warranty leader compounding revenue and earnings double-digits with 55% gross margins and surging cash flow, at a fair 21x.
Sources: SEC EDGAR (CIK 0001727263, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:59:44 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~18% below fair value) — the rarer case where both the business and the entry look good.
Frontdoor is the leading US home-warranty and home-services provider (American Home Shield and related brands), a subscription business that collects recurring membership fees and manages a network of contractors to fulfill repair claims. The model is capital-light and cash-generative: FY2025 revenue grew 13.6% to $2.09B, gross profit rose 16.8% with a 55.3% gross margin, net income increased 8.5% to $255M, and EPS climbed 13.6% to $3.42. The multi-year trajectory is strong — net income has more than doubled from the $71M FY2022 trough as the company has improved retention, pricing and claims efficiency.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.60B | $1.66B | $1.78B | $1.84B | $2.09B |
| Gross profit | $784M | $710M | $885M | $991M | $1.16B |
| Operating income | — | — | — | — | — |
| Net income | $128M | $71.0M | $171M | $235M | $255M |
| Diluted EPS | $1.50 | $0.87 | $2.12 | $3.01 | $3.42 |
| Net margin | 8.0% | 4.3% | 9.6% | 12.8% | 12.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-13 | MCANDREWS BRIAN P Director | Award | 2.84K | |
| 2026-05-13 | PELLETIER LIANE J Director | Award | 2.84K | |
| 2026-05-13 | Howard Dennis Director | Award | 2.84K | |
| 2026-05-13 | Boland Darrin Steve Director | Award | 2.84K | |
| 2026-05-13 | Clipper Christopher L Director | Award | 2.84K | |
| 2026-05-13 | Catalano Anna C Director | Award | 2.84K | |
| 2026-05-13 | Cella Peter L. Director | Award | 2.84K |