Filing Flows › Frontdoor (FTDR) › Q2 2026 › vs Q2 2025
Frontdoor (FTDR) Q2 2026 vs Q2 2025 (year over year)
Frontdoor's revenue rose $28.0M (+5%) from $617M in Q2 2025 to $645M in Q2 2026. The biggest changes: Renewals +$18.0M (+4%); Non-Warranty and Other +$11.0M (+20%); Direct to Consumer Home Service Plan Contracts −$1.0M (-2%). Gross margin 58.6% against 57.7% (+0.9 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Gross margin | 58.6% | 57.7% | +0.9 pts |
| Operating margin | 25.7% | 23.8% | +1.9 pts |
| Net margin | 19.4% | 18.0% | +1.4 pts |
| Free cash flow margin | 18.6% | 19.4% | -0.8 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Renewals | $479M | $461M | $18.0M | +4% |
| Non-Warranty and Other | $67.0M | $56.0M | $11.0M | +20% |
| Direct to Consumer Home Service Plan Contracts | $55.0M | $56.0M | −$1.0M | -2% |
| Real Estate Home Service Plan Contracts | $45.0M | $44.0M | $1.0M | +2% |
| Revenue | $645M | $617M | $28.0M | +5% |
| Gross profit | $378M | $356M | $22.0M | +6% |
| Cost of revenue | $267M | $261M | $6.0M | +2% |
| Operating profit | $166M | $147M | $19.0M | +13% |
| Operating expenses | $212M | $209M | $3.0M | +1% |
| Pre-tax earnings | $166M | $147M | $19.0M | +13% |
| SG&A | $176M | $172M | $4.0M | +2% |
| Other operating costs | $36.0M | $37.0M | −$1.0M | -3% |
| Net earnings | $125M | $111M | $14.0M | +13% |
| Income tax | $41.0M | $36.0M | $5.0M | +14% |
| Depreciation & amortization | $20.0M | $21.0M | −$1.0M | -5% |
| Share-based compensation | $11.0M | $9.0M | $2.0M | +22% |
| Working capital & other | $30.0M | $14.0M | $16.0M | +114% |
| Operating cash flow | $126M | $127M | −$1.0M | -0.8% |
| Free cash flow (OCF − capex) | $120M | $120M | $0 | 0% |
| Capital expenditures | $6.0M | $7.0M | −$1.0M | -14% |
Questions
How much did Frontdoor's revenue grow year over year in Q2 2026?
Frontdoor's revenue rose $28.0M (+5%) from $617M in Q2 2025 to $645M in Q2 2026.
What drove Frontdoor's revenue change in Q2 2026?
Renewals +$18.0M (+4%); Non-Warranty and Other +$11.0M (+20%); Direct to Consumer Home Service Plan Contracts −$1.0M (-2%).