Frontdoor (FTDR) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Frontdoor published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Frontdoor reports EPS two ways: GAAP, under the accounting rules every US filer follows, and Adjusted, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Frontdoor reports as a single business. The revenue rows are its customer acquisition channels; real estate and direct-to-consumer count first-year revenue only, and a renewed contract moves to Renewals.
• Frontdoor's release labels the last channel "Other"; its 10-Q calls the same $78 million "Non-warranty and other", which includes the HVAC upgrade and Moen programs and 2-10 new home builder warranties.

Source: Frontdoor Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Frontdoor splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Frontdoor's Renewals revenue was $479 million in Q3 2026, up 4% from $461 million in Q3 2025, 73% of total revenue.
• Frontdoor's Real estate (first-year) revenue was $44.0 million in Q3 2026, up 2% from $43.0 million in Q3 2025, 7% of total revenue.
• Frontdoor's Direct-to-consumer (first-year) revenue was $54.0 million in Q3 2026, flat on $54.0 million in Q3 2025, 8% of total revenue.
• Frontdoor's Non-warranty and other revenue was $78.0 million in Q3 2026, up 32% from $59.0 million in Q3 2025, 12% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

The first two lines are Frontdoor's fourth-quarter 2026 outlook and the last two its full-year 2026 outlook, which it raised in this release. Frontdoor does not give an EPS outlook.

In its Q3 2026 release, Frontdoor said:

“Revenue of $453 million to $463 million.”

“Adjusted EBITDA (5) of $62 million to $72 million.”

“Revenue of $2.205 billion to $2.215 billion, approximately a 6% increase over full-year 2025.”

“Adjusted EBITDA (5) of $590 million to $600 million, and Adjusted EBITDA margin (5) of approximately 27%.”

Source: Frontdoor Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the FTDR forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP revenue and diluted EPS, each as first reported in that quarter's release. Frontdoor's results are seasonal: summer heat drives HVAC service requests, and revenue recognition follows expected claims costs, so the second and third quarters carry most of the year's revenue and earnings.

We do not hold a confirmed date for Frontdoor's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Frontdoor sells home warranties, annual service plans that cover the repair or replacement of up to 29 home systems and appliances, under brands including American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW. Renewals of existing contracts brought in $479 million of its $655 million revenue in Q3 2026. First-year contracts sold through real estate agents added $44 million and those sold direct to consumers $54 million. (Frontdoor Q3 2026 release, Nov 5, 2026)

Frontdoor said the 6% rise in revenue came 3% from higher realized price and 3% from higher volume. Renewal revenue rose 4% on higher realized price and real estate revenue rose 3% on volume. Direct-to-consumer revenue fell 1% because promotional pricing lowered realized price, partly offset by growth in new members. (Frontdoor Q3 2026 release, Nov 5, 2026)

Frontdoor's fastest-growing line is non-warranty and other revenue, up 32% to $78 million, which the company put down primarily to its New HVAC upgrade program. The 10-Q says this line also includes the Moen water shut-off program, home maintenance services and new home builder warranties, and that non-warranty services are marketed mainly to existing warranty customers. (Frontdoor Q3 2026 release, Nov 5, 2026; Frontdoor Form 10-Q, Q3 2026, Nov 5, 2026)

Frontdoor had 2.14 million home warranties at September 30, 2026, up 1% from 2.11 million, of which 1.59 million were renewals. It derives substantially all of its revenue from customers in the United States, and its network of about 17,000 independent contractors handles approximately 3.8 million service requests for more than 2.1 million members. (Frontdoor Q3 2026 release, Nov 5, 2026; Frontdoor Form 10-Q, Q3 2026, Nov 5, 2026)

Frontdoor's 10-K says extreme summer and winter temperatures raise HVAC service requests and costs. The release says the third quarter, which the CEO called the hottest summer on record, carried about $9 million of unfavorable weather in the HVAC trade, partly offset by $6 million of favorable claims cost development, against $5 million a year earlier. Gross profit margin was 55%. (Frontdoor Form 10-K, 2025, Feb 26, 2026; Frontdoor Q3 2026 release, Nov 5, 2026)

Frontdoor's GAAP diluted EPS was $1.65 in Q3 2026, up 16% from $1.42, and its adjusted diluted EPS was $1.81, up 15% from $1.58. Adjusted net income of $127 million adds back $12 million of amortization expense, $2 million of acquisition and integration related costs and $1 million of restructuring charges to GAAP net income of $116 million, less a $3 million tax impact. (Frontdoor Q3 2026 release, Nov 5, 2026)

Frontdoor's EPS grew faster than its 10% rise in net income because the share count fell: diluted weighted-average shares were 70.3 million against 74.4 million a year earlier. Frontdoor repurchased $259 million of shares in the first nine months of 2026. Under its $650 million program it had bought 9,836,957 shares for $580 million by September 30, leaving $70 million, and on October 30, 2026 the board approved a new 3-year, $1 billion authorization. (Frontdoor Q3 2026 release, Nov 5, 2026; Frontdoor Form 10-Q, Q3 2026, Nov 5, 2026)

Frontdoor's effective tax rate was 24.6% in the quarter against 25.8% a year earlier, which the 10-Q attributes primarily to an increase in stock-based compensation expense. (Frontdoor Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Frontdoor gives revenue and Adjusted EBITDA ranges in its release, and no EPS outlook. For Q4 2026 it expects revenue of $453 million to $463 million and Adjusted EBITDA of $62 million to $72 million. It raised its full-year 2026 outlook to revenue of $2.205 billion to $2.215 billion, about 6% above 2025, and Adjusted EBITDA of $590 million to $600 million. (Frontdoor Q3 2026 release, Nov 5, 2026)

The full-year outlook assumes a realized price increase of about 4%, a volume increase of about 2%, about 5% growth in renewal revenue, a low-single-digit decline in direct-to-consumer revenue and $235 million to $240 million of non-warranty and other revenue. Frontdoor also expects home warranties to grow about 1% in 2026, gross profit margin of about 55% and an annual effective tax rate of about 24%. (Frontdoor Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Frontdoor, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Frontdoor's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning FTDR is on is FTDR a buy or a sell?, what analysts expect next is on the FTDR forecast, and what the company does is on the Frontdoor (FTDR) stock page.

Every number on this page can be traced to a document Frontdoor published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.