Frontdoor 2025 Q3 Earnings Beats Estimates with 14.4% Revenue Growth and Raised Guidance

Frontdoor (FTDR) reported fiscal 2025 Q3 earnings on Nov 5, 2025, , surpassing the Zacks Consensus Estimate of $609.9 million. , reflecting outperformance in non-warranty HVAC and sustained momentum in renewal and real estate channels. CEO highlighted the CFO transition, with succeeded by effective Nov 10, and emphasized strategic progress in appliance replacement pilots and share repurchases.

Revenue

, . The company noted robust performance across legacy and acquired channels, with real estate memberships rising for the first time in five years. Non-warranty operations, particularly HVAC services, also contributed to the outperformance.

Earnings/Net Income

Earnings per share (EPS) surged 14.4% to $1.58, . , . The company sustained profitability for eight consecutive years, underscoring its stable business performance.

Post-Earnings Price Action Review

Frontdoor’s stock experienced significant volatility following the earnings release, with a 9.48% intraday drop and a 16.49% decline over the most recent full trading week. Month-to-date, the stock has plummeted 17.69%, reflecting investor caution amid the CFO transition and mixed market sentiment. Despite outperforming revenue and EPS estimates, the stock’s sharp selloff suggests market skepticism about guidance revisions and margin target reevaluations.

CEO Commentary

Bill Cobb praised Jessica Ross’s three-year leadership, crediting her with driving revenue and profit growth. He expressed confidence in Jason Bailey’s ability to lead the finance team, calling him the “right choice” for the next phase of growth. Ross emphasized Frontdoor’s commitment to profitability and long-term , .

Guidance

Frontdoor updated its 2025 guidance, . While no specific quantitative targets were outlined, leadership expressed optimism about sustaining growth in home warranty and . The appliance replacement pilot, pending platform and supply-chain refinements, is slated for a 2026 .

Additional News

Frontdoor announced a strategic program, . The CFO transition, with Jason Bailey assuming the role on Nov 10, underscores . Additionally, the company advanced its initiatives and expanded appliance replacement pilots, positioning for 2026 growth. These moves reflect Frontdoor’s focus on and market expansion.

, , . This financial strength supports ongoing share repurchases and strategic investments, including the 2-10 . Frontdoor’s leadership reiterated confidence in its business model, citing improved and long-term profitability.

Frontdoor’s 2025 Q3 results highlight its resilience in the home service market, with strong revenue and margin expansion. However, the stock’s post-earnings selloff underscores investor concerns about margin target revisions and execution risks. As the company transitions leadership and advances into appliance replacement, its ability to sustain growth will depend on and market adoption of new services.