Frontdoor, Inc. (FTDR) FY2025 10-K Annual Report
Frontdoor, Inc. (FTDR) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Frontdoor, Inc. FY2025 10-K Analysis
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
- • Revenue details and YoY change not disclosed in provided text
- • Profitability or margin change not disclosed in provided text
- • Best/worst performing segment not detailed in provided text
- • Acquisition of 2-10 HBW for $580 million cash finalized Dec 2024
- • No cash flow, buybacks, dividends, capex disclosed in provided text
- • 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
Frontdoor, Inc. FY2025 Key Financial MetricsXBRL
Revenue
$2.1B
▲ +13.6% YoY
Net Income
$255M
▲ +8.5% YoY
Gross Margin
55.3%
▲ +151bp YoY
Net Margin
12.2%
▼ -57bp YoY
ROE
105.4%
▲ +705bp YoY
Total Assets
$2.1B
▲ +1.7% YoY
EPS (Diluted)
$3.42
▲ +13.6% YoY
Operating Cash Flow
$416M
▲ +54.1% YoY
Source: XBRL data from Frontdoor, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.
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