Frontdoor Beats Q2 Estimates and Lifts Full-Year Outlook on Robust Membership and Margin Gains
FTDR sits 61% above its 52-week low of $48.47.
Summary
Frontdoor posted Q2 2026 revenue of $645M (+5% YoY) and adjusted EPS of $1.93 (+19% YoY), beating estimates, and raised its full-year revenue and adjusted EBITDA guidance on membership growth and operational efficiency.
Key Events · Earnings and Guidance · FTDR
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Q2 Revenue and EPS Beat
Revenue increased 5% to $645M, and adjusted EPS rose 19% to $1.93, exceeding consensus estimates.
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Raised Full-Year Guidance
Management lifted 2026 revenue guidance to $2.19B-$2.21B and adjusted EBITDA to $585M-$600M, reflecting strong operational momentum.
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Membership Growth
Home warranty ending member count grew 1% to 2.11M, driven by a 5% increase in first-year members and stable retention rates.
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Aggressive Share Repurchases
Completed $181M in buybacks year-to-date through July 2026, up over 21% from the prior year, reducing diluted share count.
Analysis · FTDR · Trade & Services
A clean Q2 beat underscores Frontdoor's momentum: revenue rose 5% to $645M and adjusted EPS jumped 19% to $1.93, both topping consensus. Confidence in sustained demand and pricing power is reflected in the raised full-year guidance for revenue and adjusted EBITDA. The home warranty member base edged up 1% to 2.11M, while aggressive share repurchases—$181M year-to-date—highlight management's commitment to returning capital. Trading near its 52-week high, the stock's valuation is supported by the upgraded outlook and strong cash generation.
How filings like this one have moved
In the 30 days to Oct 5, 2026, 36.9% of the 964 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.65%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, FTDR was trading at $78.00 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $5.4B. The 52-week trading range was $48.47 to $80.73. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.