Filing Flows › Frontdoor (FTDR) › Q3 2026 › vs Q3 2025
Frontdoor (FTDR) Q3 2026 vs Q3 2025 (year over year)
Frontdoor's revenue rose $37.0M (+6%) from $618M in Q3 2025 to $655M in Q3 2026. The biggest changes: Non-Warranty and Other +$19.0M (+32%); Renewals +$18.0M (+4%); Real Estate Home Service Plan Contracts +$1.0M (+2%). Gross margin 55.3% against 57.1% (-1.9 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 55.3% | 57.1% | -1.9 pts |
| Operating margin | 23.5% | 23.1% | +0.4 pts |
| Net margin | 17.7% | 17.2% | +0.6 pts |
| Free cash flow margin | 9.9% | 9.4% | +0.5 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Renewals | $479M | $461M | $18.0M | +4% |
| Non-Warranty and Other | $78.0M | $59.0M | $19.0M | +32% |
| Direct to Consumer Home Service Plan Contracts | $54.0M | $54.0M | $0 | 0% |
| Real Estate Home Service Plan Contracts | $44.0M | $43.0M | $1.0M | +2% |
| Revenue | $655M | $618M | $37.0M | +6% |
| Gross profit | $362M | $353M | $9.0M | +3% |
| Cost of revenue | $293M | $265M | $28.0M | +11% |
| Operating profit | $154M | $143M | $11.0M | +8% |
| Operating expenses | $208M | $210M | −$2.0M | -1% |
| Pre-tax earnings | $154M | $143M | $11.0M | +8% |
| SG&A | $174M | $174M | $0 | 0% |
| Other operating costs | $34.0M | $36.0M | −$2.0M | -6% |
| Net earnings | $116M | $106M | $10.0M | +9% |
| Income tax | $38.0M | $37.0M | $1.0M | +3% |
| Depreciation & amortization | $20.0M | $22.0M | −$2.0M | -9% |
| Share-based compensation | $10.0M | $8.0M | $2.0M | +25% |
| Working capital & other | $73.0M | $72.0M | $1.0M | +1% |
| Operating cash flow | $73.0M | $64.0M | $9.0M | +14% |
| Free cash flow (OCF − capex) | $65.0M | $58.0M | $7.0M | +12% |
| Capital expenditures | $8.0M | $6.0M | $2.0M | +33% |
Questions
How much did Frontdoor's revenue grow year over year in Q3 2026?
Frontdoor's revenue rose $37.0M (+6%) from $618M in Q3 2025 to $655M in Q3 2026.
What drove Frontdoor's revenue change in Q3 2026?
Non-Warranty and Other +$19.0M (+32%); Renewals +$18.0M (+4%); Real Estate Home Service Plan Contracts +$1.0M (+2%).