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Frontdoor (FTDR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Frontdoor (FTDR) Q3 2026 earnings results →
Q3 2026 Revenue up 6% year over year to $655M · 18¢ of every $1 of revenue kept as net profit · operating margin 23.5%
Frontdoor made $655M in Q3 2026 (+6% Y/Y): Renewals $479M, Non-Warranty and Other $78.0M, Direct to Consumer Home Service Plan Contracts $54.0M. Operating margin 23.5%, net earnings $116M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
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What changed this quarter
Revenue was $655.0M in Q3 2026, up 6% year over year and up 2% from the previous quarter. Renewals was the largest line at 73% of revenue. Non-Warranty and Other added $19.0M year over year (up 32%), 51% of the total change.
Gross margin was 55.3%, down 1.9 points from Q3 2025. Operating profit was $154.0M, a 23.5% margin (up 0.4 points year over year). Of the extra revenue versus Q3 2025, 30% reached operating profit, above the 23% margin then. Operating expenses fell 1% while revenue rose 6%. Net earnings were $116.0M, up 9% year over year. The effective tax rate was 24.7%.
Operating cash flow was $73.0M (up 14% year over year), 63% of net earnings. Non-cash charges added back $20.0M of depreciation and amortization and $10.0M of share-based compensation. Working capital and other items used $73.0M. Capital expenditures of $8.0M left free cash flow of $65.0M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $655M | +6% | 23.5% | $116M | $73.0M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $645M | +4% | 25.7% | $125M | $126M |
| Q1 2026 | 10-Q | Apr 30, 2026 | $451M | +6% | 11.3% | $41.0M | $119M |
| Q4 2025 | 10-K | Feb 26, 2026 | $433M | +13% | 0.7% | $2.0M | $101M |
| Q3 2025 | 10-Q | Nov 5, 2025 | $618M | +14% | 23.1% | $106M | $64.0M |
| Q2 2025 | 10-Q | Aug 5, 2025 | $617M | +14% | 23.8% | $111M | $127M |
| Q1 2025 | 10-Q | May 1, 2025 | $426M | +13% | 11.3% | $37.0M | $124M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Frontdoor
Frontdoor and its family of brands are on a mission to make life easier for every homeowner through innovative technology and quality customer service. With over 55 years of experience, we are the leading provider of home warranties in the United States, handling approximately 3.8 million service requests for more than 2.1 million members through a network of approximately 17,000 qualified and independent service contractors. We also offer new home builder warranty solutions, which deliver value to both builders and homeowners through a suite of builder warranty products and support services. Our customizable home warranties are annual service plan agreements that cover the repair or replacement for breakdowns due to normal wear and tear of major components.
In its own words, from its 8-K, filed Aug 6, 2026.
Frontdoor against its Services-To Dwellings & Other Buildings peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +6% against the peers' median +6%. Operating margin: 23.5% against the peers' median 20.5%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| FTDR Frontdoor | Q3 2026 | $655M | +6% | 23.5% |
| ABNB Airbnb | Q3 2026 | $4.9B | +19% | 41.5% |
| APG APi Group | Q3 2026 | $2.6B | +22% | 7.9% |
| ABM ABM Industries | Q3 FY26 | $2.3B | +4% | 3.9% |
| ROL Rollins | Q3 2026 | $1.1B | +6% | 20.5% |
| ARAI Arrive AI | Q2 2026 | $15K | -84% | n/m |
Source: Frontdoor 10-Q on SEC EDGAR · CIK 1727263 · Services-To Dwellings & Other Buildings
Guidance and outlook
13F: who owns FTDR and who is buying
More on FTDR
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Frontdoor guidance history: guided vs reported
- Frontdoor gross margin by quarter
- Frontdoor operating margin by quarter
- Frontdoor net income by quarter
- Frontdoor free cash flow by quarter
- Frontdoor capital expenditures by quarter
- Frontdoor Renewals revenue by quarter
- Frontdoor Non-Warranty and Other revenue by quarter
- Frontdoor Direct to Consumer Home Service Plan Contracts revenue by quarter