Frontdoor Reports Record Full-Year 2025 Results, $280M Share Buyback, and Raises Long-Term Margin Outlook
FTDR sits 58% above its 52-week low of $35.61.
Summary
Frontdoor, Inc. reported record full-year 2025 financial results, including a 14% revenue increase and 25% Adjusted EBITDA growth, alongside a $280 million share repurchase and an increased long-term Adjusted EBITDA margin outlook.
Key Events · Earnings and Guidance · FTDR
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Record Full-Year 2025 Financials
Frontdoor reported record full-year 2025 revenue of $2.093 billion, a 14% increase, and Adjusted EBITDA of $553 million, up 25%. Net income increased 9% to $255 million, with diluted EPS up 14% to $3.42.
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Significant Share Repurchase Program
The company repurchased $280 million of shares in 2025, demonstrating a strong commitment to returning capital to shareholders.
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Positive 2026 Financial Outlook
For full-year 2026, Frontdoor projects revenue between $2.155 billion and $2.195 billion (a 3% to 5% increase) and Adjusted EBITDA between $565 million and $580 million. The company also expects home warranty member count to turn positive in 2026.
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Increased Long-Term Margin Target
Frontdoor increased its long-term Adjusted EBITDA margin outlook to the mid 20% range, signaling improved profitability expectations.
Analysis · FTDR · Trade & Services
Frontdoor, Inc. announced strong full-year 2025 financial results, including record revenue and Adjusted EBITDA, alongside a significant share repurchase program. The company also provided a positive outlook for 2026, projecting continued revenue and Adjusted EBITDA growth, and notably increased its long-term Adjusted EBITDA margin target. While fourth-quarter net income saw a decline, the overall full-year performance and forward guidance, coupled with substantial capital return to shareholders, indicate robust operational health and strategic confidence.
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At the time of this filing, FTDR was trading at $56.30 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $4.1B. The 52-week trading range was $35.61 to $70.14. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.