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Frontdoor (FTDR) guidance and outlook
Frontdoor (FTDR) raised some and lowered other parts of its guidance on Nov 5, 2026: Revenue $453M–$463M for Q4 2026; EBITDA $62.0M–$72.0M for Q4 2026; Revenue $2.2B for FY2026; Revenue +6% for FY2026. Frontdoor's 10-Q filed Nov 5, 2026 makes 7 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $453M–$463M | new |
| EBITDA | Q4 2026 | $62.0M–$72.0M | new |
| Revenue | FY2026 | $2.2B | raised |
| Revenue | FY2026 | +6% | raised |
| Gross margin | FY2026 | 55% | reaffirmed |
| EBITDA | FY2026 | $590M–$600M | raised |
| EBITDA margin | FY2026 | 27% | reaffirmed |
| Capital expenditures | FY2026 | $30.0M | reaffirmed |
| Tax rate | FY2026 | 24% | lowered |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- These conditions may reduce demand for our services, increase our costs or otherwise adversely impact our business.
- It remains difficult to predict the overall continuing impact these conditions will have on our business as they may reduce demand for our services, increase our costs or otherwise adversely impact our business.
- We anticipate that the highly fragmented nature of the home services industry will continue to create strategic opportunities for acquisitions.
- Historically, we have used acquisitions to grow our customer base in high-growth geographies, and we intend to continue to do so.
- We recognize revenue at the agreed upon contractual amount over time using the input method in proportion to the costs expected to be incurred in performing services under the contracts.
- We do not believe current macroeconomic conditions will affect our ongoing ability to meet our debt covenants.
- We expect to fund future share repurchases from net cash provided from operating activities.
Frontdoor's 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
Did Frontdoor raise or lower its guidance?
Frontdoor (FTDR) raised some and lowered other parts of its guidance on Nov 5, 2026: Revenue $453M–$463M for Q4 2026; EBITDA $62.0M–$72.0M for Q4 2026; Revenue $2.2B for FY2026; Revenue +6% for FY2026.
What does Frontdoor expect?
These conditions may reduce demand for our services, increase our costs or otherwise adversely impact our business. It remains difficult to predict the overall continuing impact these conditions will have on our business as they may reduce demand for our services, increase our costs or otherwise adversely impact our business. We anticipate that the highly fragmented nature of the home services industry will continue to create strategic opportunities for acquisitions.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.