F

Frontdoor

Provides home service plans and repairs

Overview

Frontdoor is a large player in the home service industry that provides home service plans, such as home warranties, to protect customers when a covered item breaks. Its products work by customers purchasing a plan, then, when a covered item fails, Frontdoor coordinates service requests with a network of contractors to repair or replace the item, with the plan offering financial protection for those costs. The company differentiates itself through its long history (over 50 years), being the nation’s largest provider of home service plans, and its family of brands (including American Home Shield, HSA, Landmark, and OneGuard), along with a broad network of about 17,000 pre-qualified contractors and over 60,000 technicians serving more than two million customers. Frontdoor’s goal is to reduce hassle for homeowners by simplifying the process of obtaining repairs and protection, thereby improving the overall home ownership experience and transforming the home services industry.

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About Frontdoor

Simplify's Rating
Why Frontdoor is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsumer Software

Company Size

501-1,000

Company Stage

IPO

Headquarters

Memphis, TN

Founded

1971

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What believers are saying

  • Q3 2026 revenue rose 6% to $655 million, beating estimates.
  • Frontdoor raised 2026 revenue guidance to $2.205 billion-$2.215 billion and EBITDA to $590 million-$600 million.
  • The board approved a new $1 billion buyback after completing $259 million year-to-date.

What critics are saying

  • Extreme heat drove $9 million in unfavorable claims costs in Q3 2026.
  • Real estate channel membership turned flat, exposing Frontdoor to housing-rate weakness.
  • Home warranty competitors like Choice and First American keep pressuring reviews and pricing.

What makes Frontdoor unique

  • American Home Shield has the largest contractor network and 2.1 million warranties.
  • Frontdoor’s Lowe’s partnership expands distribution without heavy customer acquisition costs.
  • HVAC upgrades and non-warranty services turned the base warranty book into a growth platform.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Company Match
  • Employee Stock Purchase Plan

Stock Price

Company News

Yahoo Finance
Nov 6th, 2026
Frontdoor raises guidance and approves $1B buyback as record heat lifts HVAC upgrades

Frontdoor raised its full-year guidance at the midpoint after a third quarter in which it absorbed higher claims costs from the hottest summer on record and still grew earnings. Unfavourable weather had a $9 million impact in the quarter. The home warranty provider approved a new three-year, $1 billion share repurchase authorisation. It expects to finish its current $650 million programme in November, nearly a year early, having bought back about 5% of shares outstanding through September. Retention rose to 79.7%. Non-warranty revenue grew 32%, and the HVAC upgrade programme is expected to bring in about $175 million this year. The real estate channel remains weak, with mortgage rates above 7%. Frontdoor now expects the channel to be flat by the end of 2026, while still targeting about 1% total member growth.

Yahoo Finance
Nov 5th, 2026
Frontdoor beats forecasts with $116M Q3 profit on $655M revenue

Frontdoor Inc. (FTDR) reported third-quarter earnings of $116 million on Thursday, or $1.65 per share. Adjusted for one-time gains and costs, earnings were $1.81 per share, beating the $1.76 average estimate of three analysts surveyed by Zacks Investment Research. The Memphis-based home services provider posted revenue of $655 million, topping the $647.7 million analysts expected. For the quarter ending in December, Frontdoor expects revenue of $453 million to $463 million. It expects full-year revenue of $2.21 billion to $2.22 billion.

MarketBeat
Nov 1st, 2026
Oppenheimer & Co. Inc. acquires 27,651 shares of Frontdoor Inc. $FTDR.

Oppenheimer & Co. Inc. acquires 27,651 shares of Frontdoor Inc. $FTDR. November 1, 2026 Key points. * Oppenheimer & Co. acquired 27,651 Frontdoor shares during the third quarter, valued at approximately $2.02 million. Several other institutional investors also increased their positions. * Frontdoor reported quarterly EPS of $1.93, exceeding analyst estimates of $1.76, while revenue rose 4.5% year over year to $645 million. * Analyst sentiment is generally positive, with a consensus "Moderate Buy" rating and an average price target of $95.40; Frontdoor shares opened at $87.62, near their 52-week high. * Five stocks to consider instead of Frontdoor. Oppenheimer & Co. Inc. bought a new stake in shares of Frontdoor Inc. (NASDAQ:FTDR - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 27,651 shares of the company's stock, valued at approximately $2,022,000. Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Westover Capital Advisors LLC increased its stake in shares of Frontdoor by 28.7% during the 3rd quarter. Westover Capital Advisors LLC now owns 52,499 shares of the company's stock worth $3,839,000 after purchasing an additional 11,704 shares during the last quarter. Pullen Investment Management LLC grew its holdings in Frontdoor by 0.6% during the 3rd quarter. Pullen Investment Management LLC now owns 48,078 shares of the company's stock valued at $3,515,000 after buying an additional 283 shares in the last quarter. Fifth Third Wealth Advisors LLC increased its holdings in Frontdoor by 146.4% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 7,462 shares of the company's stock worth $546,000 after acquiring an additional 4,433 shares during the period. Sterling Capital Management LLC increased its holdings in shares of Frontdoor by 838.1% in the third quarter. Sterling Capital Management LLC now owns 2,364 shares of the company's stock worth $173,000 after purchasing an additional 2,112 shares during the period. Finally, Nisa Investment Advisors LLC increased its stake in Frontdoor by 65.6% in the 3rd quarter. Nisa Investment Advisors LLC now owns 4,792 shares of the company's stock worth $350,000 after acquiring an additional 1,898 shares during the last quarter. Frontdoor stock up 0.3%. NASDAQ FTDR opened at $87.62 on Friday. The firm has a market capitalization of $6.04 billion, a price-to-earnings ratio of 23.24 and a beta of 1.53. The company has a fifty day moving average of $79.93 and a two-hundred day moving average of $69.33. Frontdoor Inc. has a 52 week low of $48.47 and a 52 week high of $93.43. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 3.98. Frontdoor (NASDAQ:FTDR - Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.93 earnings per share for the quarter, beating analysts' consensus estimates of $1.76 by $0.17. The company had revenue of $645.00 million during the quarter, compared to analyst estimates of $643.40 million. Frontdoor had a net margin of 12.72% and a return on equity of 120.90%. The firm's revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter last year, the business posted $1.63 EPS. On average, analysts predict that Frontdoor Inc. will post 4.67 earnings per share for the current year. Analyst Ratings changes. FTDR has been the subject of a number of recent research reports. The Goldman Sachs Group lowered their price objective on shares of Frontdoor from $91.00 to $81.00 and set a "neutral" rating for the company in a report on Monday, October 12th. Weiss Ratings raised Frontdoor from a "hold (c+)" rating to a "buy (b)" rating in a research report on Wednesday, October 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, August 7th. Benchmark boosted their target price on Frontdoor from $80.00 to $96.00 and gave the stock a "buy" rating in a research report on Friday, August 7th. Finally, Wolfe Research raised Frontdoor to an "outperform" rating in a report on Monday, August 24th. Five analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $95.40. Discover more MarketBeat All Access Stock Market News Dividend Screener Tool About Frontdoor. Frontdoor, Inc NASDAQ: FTDR is a provider of home warranties and related home repair services. The company helps homeowners manage the cost and complexity of maintaining household systems and appliances, including heating and cooling equipment, plumbing, electrical systems, water heaters and major kitchen appliances. Frontdoor operates primarily through its American Home Shield brand, which offers home service plans and access to a network of professional contractors. The company also provides digital tools and services designed to help homeowners diagnose household problems, request service and connect with qualified professionals. Want to see what other hedge funds are holding FTDR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Frontdoor Inc. (NASDAQ:FTDR - Free Report). 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]. Before you consider Frontdoor, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Frontdoor wasn't on the list. While Frontdoor currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2026. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets. Continue following MarketBeat

The Business Journals
Oct 12th, 2026
Memphis company partners with major national retailer.

Memphis company partners with major national retailer. By Omer Yusuf - Reporter, Memphis Business Journal Oct 12, 2026 Updated Oct 14, 2026 10:11am CDT A Memphis-based home warranty company recently announced a new partnership with Lowe's to increase brand awareness. As part of the new initiative between Frontdoor Inc. and Lowe's, when a MyLowe's rewards member purchases an American Home Shield home warranty, they are also set to receive a number of additional services. That includes a year of Lowe's' HomeCare+, which features two in-home visits, and seven maintenance services over the 12-month period, and a $100 Lowe's e-card. American Home Shield and Lowe's officially launched the partnership at the start of September. Frontdoor VP of marketing Sarah Duggan led the development of the Lowe's campaign. She joined the company in 2020 and has been in her current role since 2024. Duggan said the goal of the partnership is to make the lives of homeowners easier, particularly as affordability has become increasingly challenging, and to educate them on the importance of home warranties. "We thought about what we could do [to] evolve the idea of repair and replacement - which is what American Home Shield brings on the home warranty side, alongside what Lowe's can bring from a maintenance perspective - proactive, management of your home and caring for your home," Duggan told MBJ. "It felt like a little bit of this perfect opportunity to have a holistic engagement with homeowners." Frontdoor is the parent company of American Home Shield, which is the largest home warranty provider in the country, with more than 2.1 million home and new builder warranties. Lowe's is the second-largest hardware chain in the U.S., with sales of $86 billion in fiscal year 2025. American Home Shield has centered its branding strategy in recent years around homeowners who think they already have home warranties and confuse that with home insurance. A key component of the marketing strategy is American Home Shield's long-running "Warrantina" campaign starring well-known comedian Rachel Dratch. Her character appears in various roles throughout the campaign to educate homeowners about the importance of home warranties. Among the differences between a home warranty and homeowners' insurance are that a home warranty covers major appliances such as HVAC units and covers for repairs due to wear and tear. Homeowners' insurance covers more structural and property damages to a home. Duggan said American Home Shield's partnership with Lowe's is complementary to its overall strategy of raising brand awareness. "We have two brands that have complementary services and offerings that are bringing [ways] to make life easier for every homeowner," Duggan said. "While I wouldn't say the two [initiatives] are directly connected in terms of 'Warrantina' showing up in a Lowe's ad or anything, they are very much complementary and rooted in our overall foundation of 'Don't Worry. Be Warranty,' and making the lives easier of every homeowner." | Rank | Prior Rank | Rank / Prior rank / URL | | 1 | 1 | FedEx Corp. | | 2 | 2 | International Paper Co. | | 3 | 3 | AutoZone Inc. | Tuesday, November 17, 2026 2026 CFO of the Year presented by Regions Join the Memphis Business Journal at a special awards luncheon honoring the CFO of the Year honorees on Tuesday, November 17, 2026 at the Memphis Botanic Gardens.

U.S. Securities and Exchange Commission
Sep 19th, 2026
8-K/A

Historical audited financial statements of 2-10 HBW as of and for the period ended December 18, 2024.

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