Short answer
Frontdoor, Inc. (FTDR) filed its fiscal 2025 10-K annual report with the SEC on Feb 26, 2026. It reported revenue of $2.1B (+13.6% year over year) and net income of $255M.
- Top risk flagged: Legal risk from consumer protection laws and lawsuits increasing regulatory expenses and potential liabilities
FY2025 key financial metrics · XBRL
- Revenue
- $2.1B
- +13.6% YoY
- Net income
- $255M
- +8.5% YoY
- Gross margin
- 55.3%
- +1.5 pp YoY
- EPS (diluted)
- $3.42
- +13.6% YoY
- ROE
- 105.4%
- +7.0 pp YoY
- Operating cash flow
- $416M
- +54.1% YoY
Source: XBRL data from the Frontdoor, Inc. (FTDR) FY2025 10-K on SEC EDGAR. USD.
Frontdoor, Inc. FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business: U.S. leading home warranties provider with customizable plans covering home systems and appliances
- New emphasis: Expansion of non-warranty services including New HVAC upgrade, Moen smart water shut-off partnership, and Virtual Experts video support
- Strategic shift: December 2024 acquisition of 2-10 HBW for new home builder warranties, adding ~20,000 builder partners and covering 1 in 6 U.S. new homes in 2025
- Quantitative metric: 2.1 million active home warranties and ~17,000 contractor firms, with preferred contractors completing 84% of service requests
- Noteworthy fact: 76% of 2025 revenue from customer renewals, demonstrating strong retention and revenue predictability
Management Discussion & Analysis
- Best/worst performing segment not detailed in provided text
- Acquisition of 2-10 HBW for $580 million cash finalized Dec 2024
- No forward-looking guidance or risk mentioned in provided text
Risk Factors
- Legal risk from consumer protection laws and lawsuits increasing regulatory expenses and potential liabilities
- Macroeconomic threat from inflation, tariffs, and changing interest rates affecting home sales, consumer demand, labor availability
- Operational dependence on third-party vendors and business process outsourcers creating supply chain vulnerabilities
- Market disruption risk from evolving competition and intensity changes in the home warranty market
- Financial risk from significant indebtedness increasing interest expense and limiting additional debt capacity
Generated from the filing text; verify against the original. How to read a 10-K
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