Frontdoor (FTDR) Reports Q3: Everything You Need To Know Ahead Of Earnings

Home warranty company Frontdoor (NASDAQ:FTDR) will be announcing earnings results this Wednesday before market open. Here’s what to expect.

Frontdoor beat analysts’ revenue expectations by 2.3% last quarter, reporting revenues of $617 million, up 13.8% year on year. It was a very strong quarter for the company, with EBITDA guidance for next quarter exceeding analysts’ expectations and full-year EBITDA guidance beating analysts’ expectations. It reported 2.09 million home service plans, up 7.2% year on year.

Is Frontdoor a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Frontdoor’s revenue to grow 13.2% year on year to $611 million, improving from the 3.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.51 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Frontdoor has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.6% on average.

Looking at Frontdoor’s peers in the specialized consumer services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Mister Car Wash delivered year-on-year revenue growth of 5.7%, beating analysts’ expectations by 0.9%, and Service International reported revenues up 4.4%, topping estimates by 1.5%. Mister Car Wash traded up 8.4% following the results while Service International was also up 4.6%.

Read our full analysis of Mister Car Wash’s results here and Service International’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the specialized consumer services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 5.4% on average over the last month. Frontdoor is down 2.5% during the same time and is heading into earnings with an average analyst price target of $60.25 (compared to the current share price of $65.47).

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