New Feature: A New Era for News on Finviz

Learn More

Frontdoor (FTDR) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

By Zacks Equity Research | February 26, 2026, 10:00 AM

Frontdoor (FTDR) reported $433 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 13.1%. EPS of $0.23 for the same period compares to $0.27 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $420.6 million, representing a surprise of +2.95%. The company delivered an EPS surprise of +104.44%, with the consensus EPS estimate being $0.11.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Frontdoor performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue by Customer Channel- Renewals: $332 million compared to the $322.62 million average estimate based on two analysts. The reported number represents a change of +12.2% year over year.
  • Revenue by Customer Channel- Other: $45 million versus the two-analyst average estimate of $42.75 million. The reported number represents a year-over-year change of +50%.
  • Revenue by Customer Channel- Direct-to-consumer (First-Year): $29 million versus the two-analyst average estimate of $29.32 million. The reported number represents a year-over-year change of -6.5%.
  • Revenue by Customer Channel- Real estate (First-Year): $27 million versus the two-analyst average estimate of $26 million. The reported number represents a year-over-year change of +3.9%.

View all Key Company Metrics for Frontdoor here>>>

Shares of Frontdoor have returned -5.9% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report


 
Frontdoor Inc. (FTDR): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Mentioned In This Article

Latest News