FTDR on Nasdaq

Frontdoor, Inc.

Logo: frontdoorhome.com4

Frontdoor is the leading provider of home warranties and new home builder warranties in the United States, as measured by revenue, and operates under the American Home Shield, HSA, OneGuard, Landmark.6 From its latest annual report

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Last updated Oct 19, 2026.

Overview

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  • TickerFTDR on Nasdaq1
  • IndustryServices-To Dwellings & Other Buildings1
  • HeadquartersMemphis, United States1
  • Websitewww.frontdoorhome.com
  • Legal formDelaware corporation1
  • Incorporated inDE5
  • Business address3400 Players Club Parkway, Ste. 300, Memphis, Tn 381255
  • Filer categoryLarge accelerated filer5
  • LEI5493008RB0JZJI3QGZ063
  • StatusActive3
  • LEI statusLapsed (not renewed)3
  • Registered addressC/O The Corporation Trust Company, 19801 Wilmington, United States3
  • Registered withDivision of Corporations, Department of State, 66910503
Frontdoor, Inc. image from its website
Image: frontdoorhome.com4

Frontdoor is the leading provider of home warranties and new home builder warranties in the United States, as measured by revenue, and operates under the American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands. Our customizable home warranties help customers protect and maintain their homes, typically their most valuable asset, from costly and unplanned breakdowns of essential home systems and appliances. Our home warranty customers frequently use our services, as we handle approximately 3.8 million home warranty service requests annually utilizing our nationwide network of approximately 17,000 qualified independent professional contractor firms in a wide range of trades and with diverse skills and capabilities. We provide our customers with a compelling value proposition by offering financial protection against unplanned and expensive home repairs, coupled with the convenience…6 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

55.3%Gross margin7
12.2%Net margin7
13.6%Revenue growth, 20257
105.4%Return on equity7
4.85×Debt to equity7
$390.0MFree cash flow7

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Renewals brought in 76% of the revenue Frontdoor, Inc. broke down this way in fiscal 2025.

  1. Renewals$1.6B776%up 10% from 2024
  2. Non-Warranty and Other$193.0M79%up 66% from 2024
  3. Direct To Consumer Home Service Plan Contracts$172.0M78%up 4% from 2024
  4. Real Estate Home Service Plan Contracts$141.0M77%up 13% from 2024
Products and services by year
Products and services202320242025
Renewals$1.4B$1.4B$1.6B
Non-Warranty and Other$77.0M$116.0M$193.0M
Direct To Consumer Home Service Plan Contracts$194.0M$166.0M$172.0M
Real Estate Home Service Plan Contracts$141.0M$125.0M$141.0M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue45¢$936.0M
  • Selling, general and admin32¢$669.0M
  • Other costs3¢$70.0M
  • Interest4¢$79.0M
  • Income tax4¢$84.0M
  • Profit12¢$255.0M

Out of $2.1B in revenue.7

Where each dollar of operating cash went, fiscal 2025

  • Capital spending6¢$26.0M
  • Share buybacks68¢$283.0M
  • Kept or used elsewhere26¢$107.0M

Out of $416.0M of cash from operations.7

Financial statements

Revenue8910117$2.1B in 2025+53% since 2019
0$1.0B$2.0B$3.0B2019: $1.4B$1.4B20192020: $1.5B$1.5B2020+8%2021: $1.6B$1.6B2021+9%2022: $1.7B$1.7B2022+4%2023: $1.8B$1.8B2023+7%2024: $1.8B$1.8B2024+4%2025: $2.1B$2.1B2025+14%
Gross profit8910117$1.2B in 2025+71% since 2019
0$500.0M$1.0B$1.5B2019: $678.0M$678.0M20192020: $716.0M$716.0M2020+6%2021: $784.0M$784.0M2021+9%2022: $710.0M$710.0M2022−9%2023: $885.0M$885.0M2023+25%2024: $991.0M$991.0M2024+12%2025: $1.2B$1.2B2025+17%
Net income8910117$255.0M in 2025+67% since 2019
0$100.0M$200.0M$300.0M2019: $153.0M$153.0M20192020: $112.0M$112.0M2020−27%2021: $128.0M$128.0M2021+14%2022: $71.0M$71.0M2022−45%2023: $171.0M$171.0M2023+141%2024: $235.0M$235.0M2024+37%2025: $255.0M$255.0M2025+9%

Every line of the income statement as filed: the last 3 fiscal years, latest first.7

Period ending2025-12-312024-12-312023-12-31
Revenue$2.1B$1.8B$1.8B
Cost of services rendered$936.0M$852.0M$895.0M
Gross Profit$1.2B$991.0M$885.0M
Selling and administrative expenses$669.0M$612.0M$581.0M
Depreciation and amortization expense$89.0M$39.0M$37.0M
Restructuring charges$4.0M$8.0M$16.0M
Interest expense$79.0M$40.0M$40.0M
Interest and net investment income-$22.0M-$20.0M-$16.0M
Loss on extinguishment of debt$0$3.0M$0
Income before Income Taxes$338.0M$309.0M$229.0M
Provision for income taxes$84.0M$74.0M$57.0M
Net Income$255.0M$235.0M$171.0M
Unrealized loss on derivative instruments, net of income taxes-$12.0M-$6.0M-$3.0M
Total Other Comprehensive (Loss) Income, Net of Income Taxes-$12.0M-$6.0M-$3.0M
Comprehensive Income$243.0M$229.0M$169.0M
Basic$3.48$3.05$2.13
Diluted$3.42$3.01$2.12
Basic73.1M shares77.0M shares80.5M shares
Diluted74.5M shares78.0M shares80.9M shares

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Leadership

Who has led Frontdoor, Inc., and when. Pick a name to see everywhere that person has worked.

Board members and other officers (23)

Former names

  • AHS Holding Company, Inc.Jan 23, 2018 to May 25, 20185

Timeline

  1. Jun 3, 2022New chief executive William C. Cobb becomes CEO16
  2. Sep 12, 2018Went public Listed on NASDAQ1
  3. Sep 7, 2018New chief executive Rexford Tibbens becomes CEO17
  4. Jan 2, 2018Founded Frontdoor, Inc. is founded3

Filings

288 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 46 major events, 145 insider forms, 42 large holders, 35 other. The latest 20:

  1. Oct 5, 20264 EDGAR
  2. Sep 3, 20268-K EDGAR
  3. Aug 27, 20264 EDGAR
  4. Aug 12, 20264 EDGAR
  5. Aug 12, 20264 EDGAR
  6. Aug 12, 20264 EDGAR
  7. Aug 10, 2026144 EDGAR
  8. Aug 10, 2026144 EDGAR
  9. Aug 10, 2026144 EDGAR
  10. Aug 7, 2026SCHEDULE 13G EDGAR
  11. Aug 6, 202610-Q EDGAR
  12. Aug 6, 20268-K EDGAR
  13. Aug 3, 2026SCHEDULE 13G/A EDGAR
  14. Jul 16, 20264 EDGAR
  15. Jul 1, 20264 EDGAR
  16. Jul 1, 20263 EDGAR
  17. Jun 29, 20268-K EDGAR
  18. May 18, 20268-K EDGAR
  19. May 15, 20264 EDGAR
  20. May 15, 20264 EDGAR

The 288 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

21 open-market trades by officers, directors and large owners since October 2021: 6 buys and 15 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 10, 2026Iverson EvanSVP & Chief Operating OfficerSale18,190$85.50$1.6MForm 4
Aug 10, 2026Collins Kathryn MSVP & Chief Revenue OfficerSale10,000$88.98$889.8KForm 4
Aug 10, 2026Fiarman JeffreySVP & Chief Legal OfficerSale13,000$85.11$1.1MForm 4
Mar 3, 2026Fiarman JeffreySVP & Chief Legal OfficerSale15,000$67.60$1.0MForm 4
Aug 15, 2025Collins Kathryn MSVP & Chief Revenue OfficerSale9,429$59.02$556.5KForm 4
Aug 7, 2025Fiarman JeffreySVP & Chief Legal OfficerSale129,673$56.15$7.3MForm 4
May 8, 2025Iverson EvanSVP & Chief Operating OfficerSale14,577$53.42$778.6KForm 4
Mar 5, 2025Boland Darrin SteveDirectorBuy5,000$42.75$213.8KForm 4
Mar 3, 2025COBB WILLIAM CCEOBuy5,000$42.22$211.1KForm 4
Dec 11, 2024Iverson EvanSVP & Chief Operating OfficerSale16,000$58.84$941.4KForm 4
Dec 10, 2024Collins Kathryn MSVP & Chief Revenue OfficerSale25,784$58.06$1.5MForm 4
Aug 14, 2024Brim ChastitieVP, Controller & CAOSale8,650$46.25$400.1KForm 4
Aug 7, 2024Fiarman JeffreySVP & Chief Legal OfficerSale11,500$44.81$515.3KForm 4
Nov 7, 2023Fiarman JeffreySVP & Chief Legal OfficerSale4,250$35.63$151.4KForm 4
Aug 28, 2023Fiarman JeffreySVP & Chief Legal OfficerSale1,743$32.74$57.1KForm 4
Aug 22, 2023Fiarman JeffreySVP & Chief Legal OfficerSale100$32.70$3.3KForm 4
Aug 21, 2023Fiarman JeffreySVP & Chief Legal OfficerSale1,957$32.72$64.0KForm 4
May 25, 2022Catalano Anna CDirectorBuy4,000$25.00$100.0KForm 4
May 25, 2022Cella Peter L.DirectorBuy5,000$24.53$122.7KForm 4
May 23, 2022COBB WILLIAM CCEOBuy10,000$25.51$255.1KForm 4

All 21 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.11,078,123$859.6M0.0%+75,537
Boston Partners5,367,121$416.1M0.4%+438,024
Vanguard Portfolio Management LLC4,787,074$371.4M0.0%+97,632
State Street Corp3,516,349$272.8M0.0%+35,936
Fuller & Thaler Asset Management, Inc.3,318,654$257.5M0.7%+676,741
Vanguard Capital Management LLC3,165,669$245.6M0.0%−14,414
Geode Capital Management, LLC2,368,805$183.8M0.0%+136,848
Renaissance Technologies LLC1,877,487$145.7M0.2%+27,700
Reinhart Partners, Llc.1,684,065$130.7M3.0%+64,561
Goldman Sachs Group Inc1,683,369$130.6M0.0%+993,098
Morgan Stanley1,515,164$117.6M0.0%−93,603
Jupiter Topco LLC1,467,368$113.9M0.0%New
Alliancebernstein L.P.2,030,565$107.3M0.0%+94,832
Swedbank AB1,375,600$106.7M0.1%+92,000
Arrowstreet Capital, Limited Partnership1,358,130$105.4M0.0%−102,873
Dimensional Fund Advisors LP1,316,288$102.1M0.0%+136,912
Fmr LLC1,197,710$92.9M0.0%−712,851
Wasatch Advisors LP1,031,860$80.1M0.5%−1,281
Northern Trust Corp928,902$72.1M0.0%+25,478
Charles Schwab Investment Management Inc897,536$69.6M0.0%+3,622
Fort Washington Investment Advisors Inc /oh/764,547$59.3M0.3%−35,296
Oberweis Asset Management Inc/719,060$55.8M1.2%+1,100
Invesco Ltd.681,514$52.9M0.0%+51,588
Bank Of America Corp /de/600,341$46.6M0.0%+4,306
BNP PARIBAS ASSET MANAGEMENT Holding S.A.536,576$41.6M0.0%+15,824

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

2 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
Mar 16, 2020Peter WelchDemocratic, HouseSale$1,001 - $15,000+108.0%Report
Feb 19, 2020Peter WelchDemocratic, HouseBuy$1,001 - $15,000−56.4%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

The numbers on this page point here. Each one links to the record it came from.

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    Company websiteFrontdoor, Inc. logo
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