Frontdoor, a US home warranty company, met Wall Street's revenue expectations in Q2 2026, with sales up 4.5% year on year to $645 million. Its non-GAAP profit of $1.93 per share beat analysts' estimates by 9.3%. The company lifted its full-year revenue guidance to $2.2 billion at the midpoint from $2.18 billion. EBITDA guidance now stands at $592.5 million at the midpoint, above analyst estimates of $574.4 million. CEO William Cobb said the company's multi-brand strategy, improved digital engagement, and targeted marketing drove a 1% member count increase—the first organic growth in total members in five years. Operating margin reached 27.9%, up from 26.4% a year earlier. CFO Jason Bailey raised the long-term margin target to the mid-20% range.

Reinhart Partners LLC. increases stock holdings in Frontdoor Inc. $FTDR. August 8, 2026 Key points. * Reinhart Partners increased its Frontdoor stake by 4% in the second quarter, adding 64,561 shares to own 1.68 million shares worth approximately $130.7 million, or 2.4% of the company. * Frontdoor surpassed second-quarter expectations with adjusted EPS of $1.93 and revenue of $645 million, while raising its full-year revenue outlook to approximately $2.19 billion-$2.21 billion. * Analyst sentiment strengthened: Benchmark, Truist Financial, and Oppenheimer raised their price targets, contributing to a "Moderate Buy" consensus rating and an average target of $92. * Interested in Frontdoor? Here are five stocks we like better. Reinhart Partners LLC. raised its position in Frontdoor Inc. (NASDAQ:FTDR - Free Report) by 4.0% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 1,684,065 shares of the company's stock after acquiring an additional 64,561 shares during the period. Frontdoor makes up about 3.0% of Reinhart Partners LLC.'s holdings, making the stock its 10th largest position. Reinhart Partners LLC. owned 2.40% of Frontdoor worth $130,668,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently modified their holdings of FTDR. Private Trust Co. NA raised its position in shares of Frontdoor by 256.3% during the fourth quarter. Private Trust Co. NA now owns 563 shares of the company's stock worth $32,000 after purchasing an additional 405 shares during the period. EverSource Wealth Advisors LLC grew its position in Frontdoor by 164.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 799 shares of the company's stock valued at $47,000 after purchasing an additional 497 shares during the period. Quarry LP grew its position in Frontdoor by 429.5% in the 3rd quarter. Quarry LP now owns 879 shares of the company's stock valued at $59,000 after purchasing an additional 713 shares during the period. Global Retirement Partners LLC increased its stake in Frontdoor by 8,376.9% during the 4th quarter. Global Retirement Partners LLC now owns 1,102 shares of the company's stock valued at $64,000 after purchasing an additional 1,089 shares in the last quarter. Finally, Huntington National Bank raised its holdings in Frontdoor by 18.8% during the fourth quarter. Huntington National Bank now owns 1,723 shares of the company's stock worth $99,000 after buying an additional 273 shares during the last quarter. Analysts set new price targets. A number of research firms have weighed in on FTDR. Benchmark raised their price objective on shares of Frontdoor from $80.00 to $96.00 and gave the company a "buy" rating in a research note on Friday. Truist Financial boosted their target price on shares of Frontdoor from $82.00 to $105.00 and gave the stock a "buy" rating in a research report on Friday. Weiss Ratings lowered shares of Frontdoor from a "buy (b)" rating to a "buy (b-)" rating in a report on Thursday, May 21st. Oppenheimer raised their price target on shares of Frontdoor from $70.00 to $100.00 and gave the company an "outperform" rating in a research report on Friday. Finally, The Goldman Sachs Group reiterated a "neutral" rating on shares of Frontdoor in a research note on Friday. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, Frontdoor has an average rating of "Moderate Buy" and a consensus price target of $92.00. Frontdoor news summary. Here are the key news stories impacting Frontdoor this week: * Positive Sentiment: Q2 earnings beat expectations: Frontdoor reported adjusted earnings of $1.93 per share, above the $1.76-$1.78 analyst estimates and up from $1.63 a year ago. Revenue increased 4.5% year over year to $645 million, modestly ahead of the $643.4 million consensus. Frontdoor Q2 Earnings and Revenues Top Estimates * Positive Sentiment: Guidance and operating trends improved: Management raised its full-year revenue outlook to approximately $2.19 billion-$2.21 billion. The outlook reflects returning membership growth and margin expansion, while third-quarter revenue guidance of $642 million-$652 million is above the $641.1 million consensus. FTDR Q2 Deep Dive * Positive Sentiment: Shareholder returns support sentiment: Frontdoor plans to repurchase up to $330 million of its shares in 2026, which could reduce the share count and provide additional support for earnings per share. Frontdoor Plans 2026 Buybacks * Positive Sentiment: Analysts became more bullish: Benchmark raised its price target from $80 to $96 and assigned a Buy rating, while Truist increased its target from $82 to $105 and also rated the stock Buy. The revisions indicate greater confidence in Frontdoor's earnings outlook following the quarterly results. Benzinga analyst updates Frontdoor stock performance. Shares of FTDR opened at $90.83 on Friday. The stock has a 50 day moving average of $72.99 and a 200 day moving average of $64.73. The company has a market capitalization of $6.38 billion, a price-to-earnings ratio of 24.09 and a beta of 1.47. Frontdoor Inc. has a 12 month low of $48.47 and a 12 month high of $93.43. The company has a current ratio of 1.59, a quick ratio of 1.47 and a debt-to-equity ratio of 3.98. Frontdoor (NASDAQ:FTDR - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.76 by $0.17. The business had revenue of $645.00 million for the quarter, compared to analysts' expectations of $643.40 million. Frontdoor had a return on equity of 120.90% and a net margin of 12.72%.The business's revenue was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.63 earnings per share. As a group, sell-side analysts forecast that Frontdoor Inc. will post 4.48 earnings per share for the current year. About Frontdoor. Frontdoor, Inc NASDAQ: FTDR is a leading provider of home service plans and repair solutions for residential property owners. The company offers contract-based coverage that helps homeowners manage the cost of repairing and replacing essential household systems and appliances, including heating and cooling, plumbing, electrical wiring, water heaters, washers, dryers, refrigerators and other major kitchen equipment. Frontdoor delivers its services through a nationwide network of independent service professionals and contractors, leveraging a cloud-based platform and call center infrastructure to coordinate service visits and process claims. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Frontdoor, you'll want to hear this. 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Frontdoor reported revenues of $451 million, up 5.9% year-on-year, exceeding analyst estimates alongside beating earnings per share expectations. However, management issued slightly lower-than-expected EBITDA guidance for the upcoming quarter, introducing caution around near-term profitability. The home warranty company spent approximately $60 million on share repurchases in the first quarter of 2026. Whilst buybacks can enhance per-share metrics, they raise questions about balance sheet flexibility if housing trends deteriorate. The company's narrative projects $2.4 billion in revenue and $279 million in earnings by 2028, requiring 7.2% annual revenue growth. This implies a fair value of $60.25, representing a 12% downside to current prices. Key risks include higher customer acquisition costs and rising labour expenses.