Filing Flows › Frontdoor (FTDR) › Guidance history
Frontdoor (FTDR) guidance history: what it guided and what it reported
Frontdoor gave guidance in 12 earnings releases on file since Feb 28, 2024. Of 11 guided periods since reported, it met or beat its own guidance 11 times (100%). Revenue: 9 of 9, on average +1.6% against the guided midpoint. Its releases raised guidance 9 times and lowered it 3 times.
Revenue
Met or beat 9 of 9 periods (8 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $453M–$463M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $642M–$652M (Aug 6, 2026) | $655M | above the range | +1.2% |
| Q2 2026 | $635M–$650M (Apr 30, 2026) | $645M | within the range | +0.4% |
| Q1 2026 | $440M–$445M (Feb 26, 2026) | $451M | above the range | +1.9% |
| FY2026 | $2.2B–$2.2B (Feb 26, 2026) → reaffirmed $2.2B–$2.2B (Apr 30, 2026) → raised $2.2B–$2.2B (Aug 6, 2026) → raised $2.2B–$2.2B (Nov 5, 2026) | — | to be reported | — |
| Q4 2025 | $415M–$425M (Nov 5, 2025) | $433M | above the range | +3.1% |
| FY2025 | $2.0B–$2.0B (Feb 27, 2025) → raised $2.0B–$2.0B (May 1, 2025) → raised $2.1B–$2.1B (Aug 5, 2025) → raised $2.1B–$2.1B (Nov 5, 2025) | $2.1B | above the range | +0.6% |
| Q3 2025 | $605M–$615M (Aug 5, 2025) | $618M | above the range | +1.3% |
| Q2 2025 | $600M–$605M (May 1, 2025) | $617M | above the range | +2.4% |
| Q1 2025 | $410M–$420M (Feb 27, 2025) | $426M | above the range | +2.6% |
Gross margin
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 54.0%–55.0% (Feb 26, 2026) → reaffirmed 54.0%–55.0% (Apr 30, 2026) → raised 55.0% (Aug 6, 2026) → reaffirmed 55.0% (Nov 5, 2026) | — | to be reported | — |
| FY2025 | 51.5%–53.0% (Feb 27, 2025) → raised 54.0%–55.0% (May 1, 2025) → raised 55.5% (Nov 5, 2025) | — | — | — |
| FY2024 | 48.5%–49.5% (Feb 28, 2024) → raised 51.0% (Aug 1, 2024) → reaffirmed 51.0% (Nov 4, 2024) | — | — | — |
Tax rate
Met or beat 2 of 2 periods (0 above, 1 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 25.0% (Feb 26, 2026) → reaffirmed 25.0% (Apr 30, 2026) → reaffirmed 25.0% (Aug 6, 2026) → lowered 24.0% (Nov 5, 2026) | — | to be reported | — |
| FY2025 | 25.0% (Feb 27, 2025) → reaffirmed 25.0% (May 1, 2025) → lowered 24.0% (Aug 5, 2025) → raised 25.0% (Nov 5, 2025) | 24.8% | within the range | -0.2 pts |
| FY2024 | 25.0% (Feb 28, 2024) → reaffirmed 25.0% (May 2, 2024) → reaffirmed 25.0% (Aug 1, 2024) → reaffirmed 25.0% (Nov 4, 2024) | 23.9% | below the range | -1.1 pts |
Capital expenditures
The GAAP figure from the filings is shown for each period reported; it is not judged against the guide, which may leave items out (one-off payments, acquisitions).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $30.0M–$35.0M (Feb 26, 2026) → reaffirmed $30.0M–$35.0M (Apr 30, 2026) → lowered $30.0M (Aug 6, 2026) → reaffirmed $30.0M (Nov 5, 2026) | — | to be reported | — |
| FY2025 | $35.0M–$45.0M (Feb 27, 2025) → reaffirmed $35.0M–$45.0M (May 1, 2025) → lowered $35.0M (Aug 5, 2025) → lowered $30.0M (Nov 5, 2025) | $26.0M (GAAP) | not judged | — |
| FY2024 | $35.0M–$45.0M (Feb 28, 2024) → reaffirmed $35.0M–$45.0M (May 2, 2024) → reaffirmed $35.0M–$45.0M (Aug 1, 2024) → reaffirmed $40.0M (Nov 4, 2024) | $39.0M (GAAP) | not judged | — |
Adjusted EBITDA
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $62.0M–$72.0M (Nov 5, 2026) | — | to be reported | — |
| Q3 2026 | $197M–$207M (Aug 6, 2026) | — | — | — |
| Q2 2026 | $198M–$208M (Apr 30, 2026) | — | — | — |
| Q1 2026 | $95.0M–$105M (Feb 26, 2026) | — | — | — |
| FY2026 | $565M–$580M (Feb 26, 2026) → reaffirmed $565M–$580M (Apr 30, 2026) → raised $585M–$600M (Aug 6, 2026) → raised $590M–$600M (Nov 5, 2026) | — | to be reported | — |
| Q4 2025 | $50.0M–$55.0M (Nov 5, 2025) | — | — | — |
| Q3 2025 | $180M–$190M (Aug 5, 2025) | — | — | — |
| Q2 2025 | $185M–$190M (May 1, 2025) | — | — | — |
| Q1 2025 | $70.0M–$80.0M (Feb 27, 2025) | — | — | — |
| FY2025 | $450M–$475M (Feb 27, 2025) → raised $500M–$520M (May 1, 2025) → raised $530M–$550M (Aug 5, 2025) → lowered −$2.0M–$545M (Nov 5, 2025) | — | — | — |
Adjusted EBITDA margin
Every guided period is still to be reported.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 26.0% (Feb 26, 2026) → reaffirmed 26.0% (Apr 30, 2026) → raised 27.0% (Aug 6, 2026) → reaffirmed 27.0% (Nov 5, 2026) | — | to be reported | — |
The latest quarter
Frontdoor, Q3 2026: revenue $655M (+6% year over year), operating margin 23.5%, net earnings $116M, operating cash flow $73.0M. The chart follows the revenue to costs, profit and cash.
Questions
Does Frontdoor beat its guidance?
Frontdoor gave guidance in 12 earnings releases on file since Feb 28, 2024. Of 11 guided periods since reported, it met or beat its own guidance 11 times (100%). Revenue: 9 of 9, on average +1.6% against the guided midpoint.
How often does Frontdoor raise guidance?
Its earnings releases raised guidance 9 times and lowered it 3 times since Feb 28, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.