Filing Flows › Frontdoor (FTDR) › Q2 2026 › vs Q1 2026
Frontdoor (FTDR) Q2 2026 vs Q1 2026 (quarter over quarter)
Frontdoor's revenue rose $194M (+43%) from $451M in Q1 2026 to $645M in Q2 2026. The biggest changes: Renewals +$127M (+36%); Non-Warranty and Other +$26.0M (+63%); Direct to Consumer Home Service Plan Contracts +$24.0M (+77%). Gross margin 58.6% against 55.0% (+3.6 pts).
Frontdoor, Q2 2026: revenue $645M (+4% year over year), operating margin 25.7%, net earnings $125M, operating cash flow $126M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 58.6% | 55.0% | +3.6 pts |
| Operating margin | 25.7% | 11.3% | +14.4 pts |
| Net margin | 19.4% | 9.1% | +10.3 pts |
| Free cash flow margin | 18.6% | 25.1% | -6.5 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Renewals | $479M | $352M | $127M | +36% |
| Non-Warranty and Other | $67.0M | $41.0M | $26.0M | +63% |
| Direct to Consumer Home Service Plan Contracts | $55.0M | $31.0M | $24.0M | +77% |
| Real Estate Home Service Plan Contracts | $45.0M | $28.0M | $17.0M | +61% |
| Revenue | $645M | $451M | $194M | +43% |
| Gross profit | $378M | $248M | $130M | +52% |
| Cost of revenue | $267M | $203M | $64.0M | +32% |
| Operating profit | $166M | $51.0M | $115M | +225% |
| Operating expenses | $212M | $197M | $15.0M | +8% |
| Pre-tax earnings | $166M | $51.0M | $115M | +225% |
| SG&A | $176M | $162M | $14.0M | +9% |
| Other operating costs | $36.0M | $35.0M | $1.0M | +3% |
| Net earnings | $125M | $41.0M | $84.0M | +205% |
| Income tax | $41.0M | $10.0M | $31.0M | +310% |
| Depreciation & amortization | $20.0M | $20.0M | $0 | 0% |
| Share-based compensation | $11.0M | $10.0M | $1.0M | +10% |
| Working capital & other | $30.0M | −$48.0M | $78.0M | — |
| Operating cash flow | $126M | $119M | $7.0M | +6% |
| Free cash flow (OCF − capex) | $120M | $113M | $7.0M | +6% |
| Capital expenditures | $6.0M | $6.0M | $0 | 0% |
Questions
How much did Frontdoor's revenue grow quarter over quarter in Q2 2026?
Frontdoor's revenue rose $194M (+43%) from $451M in Q1 2026 to $645M in Q2 2026.
What drove Frontdoor's revenue change in Q2 2026?
Renewals +$127M (+36%); Non-Warranty and Other +$26.0M (+63%); Direct to Consumer Home Service Plan Contracts +$24.0M (+77%).