Filing Flows › Frontdoor (FTDR) › Q3 2026 › vs Q2 2026
Frontdoor (FTDR) Q3 2026 vs Q2 2026 (quarter over quarter)
Frontdoor's revenue rose $10.0M (+2%) from $645M in Q2 2026 to $655M in Q3 2026. The biggest changes: Non-Warranty and Other +$11.0M (+16%); Direct to Consumer Home Service Plan Contracts −$1.0M (-2%); Real Estate Home Service Plan Contracts −$1.0M (-2%). Gross margin 55.3% against 58.6% (-3.3 pts).
Frontdoor, Q3 2026: revenue $655M (+6% year over year), operating margin 23.5%, net earnings $116M, operating cash flow $73.0M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 55.3% | 58.6% | -3.3 pts |
| Operating margin | 23.5% | 25.7% | -2.2 pts |
| Net margin | 17.7% | 19.4% | -1.7 pts |
| Free cash flow margin | 9.9% | 18.6% | -8.7 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Renewals | $479M | $479M | $0 | 0% |
| Non-Warranty and Other | $78.0M | $67.0M | $11.0M | +16% |
| Direct to Consumer Home Service Plan Contracts | $54.0M | $55.0M | −$1.0M | -2% |
| Real Estate Home Service Plan Contracts | $44.0M | $45.0M | −$1.0M | -2% |
| Revenue | $655M | $645M | $10.0M | +2% |
| Gross profit | $362M | $378M | −$16.0M | -4% |
| Cost of revenue | $293M | $267M | $26.0M | +10% |
| Operating profit | $154M | $166M | −$12.0M | -7% |
| Operating expenses | $208M | $212M | −$4.0M | -2% |
| Pre-tax earnings | $154M | $166M | −$12.0M | -7% |
| SG&A | $174M | $176M | −$2.0M | -1% |
| Other operating costs | $34.0M | $36.0M | −$2.0M | -6% |
| Net earnings | $116M | $125M | −$9.0M | -7% |
| Income tax | $38.0M | $41.0M | −$3.0M | -7% |
| Depreciation & amortization | $20.0M | $20.0M | $0 | 0% |
| Share-based compensation | $10.0M | $11.0M | −$1.0M | -9% |
| Working capital & other | $73.0M | $30.0M | $43.0M | +143% |
| Operating cash flow | $73.0M | $126M | −$53.0M | -42% |
| Free cash flow (OCF − capex) | $65.0M | $120M | −$55.0M | -46% |
| Capital expenditures | $8.0M | $6.0M | $2.0M | +33% |
Questions
How much did Frontdoor's revenue grow quarter over quarter in Q3 2026?
Frontdoor's revenue rose $10.0M (+2%) from $645M in Q2 2026 to $655M in Q3 2026.
What drove Frontdoor's revenue change in Q3 2026?
Non-Warranty and Other +$11.0M (+16%); Direct to Consumer Home Service Plan Contracts −$1.0M (-2%); Real Estate Home Service Plan Contracts −$1.0M (-2%).