Frontdoor (FTDR) Q3 FY2026 earnings: revenue $655 million, up 6.0% on the year

Frontdoor, Inc. (FTDR) reported revenue of $655 million for Q3 FY2026, the quarter ended 30 September 2026, up 6.0% on the same quarter a year earlier. Net income was $116 million, up 9.4% on the year, and diluted earnings per share $1.65. The figures are the company's own, from the 10-Q it filed with the SEC on 5 November 2026.

Revenue

$655 million

+6.0% on the year · +1.6% on the quarter

Q4 FY2024Q3 FY2026

Operating margin

n/a

Q4 FY2024Q3 FY2026

Net income

$116 million

+9.4% on the year · -7.2% on the quarter

Q4 FY2024Q3 FY2026

Diluted EPS

$1.65

+16.2% on the year · -6.3% on the quarter

Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 1 raised, 1 lowered, 1 narrowed, 3 new, 5 kept.

Revenue rose 6% on price and volume: Revenue increased to $655 million from $618 million, with 3 points from higher realized price and 3 points from higher volume.
Net income and Adjusted EBITDA both grew: Net income rose 10% to $116 million and Adjusted EBITDA rose 5% to $205 million, compared with the prior-year quarter.
Operating and free cash flow in nine months: Nine-month operating cash flow was $318 million and free cash flow was $298 million.

Read the earnings call summary

Income statement (profit and loss)

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Revenue	655	645	618	+1.6%	+6.0%
Cost of revenue	293	267	264	+9.7%	+11.0%
Gross profit	362	378	353	-4.2%	+2.5%
Gross margin	55.3%	58.6%	57.1%
Selling, general and administrative	174	176	174	-1.1%	0.0%
Interest expense	19.0	19.0	20.0	0.0%	-5.0%
Pre-tax income	154	167	142	-7.8%	+8.5%
Income tax	38.0	41.0	37.0	-7.3%	+2.7%
Effective tax rate	24.7%	24.6%	26.1%
Net income	116	125	106	-7.2%	+9.4%
Net margin	17.7%	19.4%	17.2%
Diluted EPS	$1.65	$1.76	$1.42	-6.3%	+16.2%

$ million except per share.

Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Operating cash flow	73.0	126	64.0	-42.1%	+14.1%
Capital expenditure	8.0	6.0	6.0	+33.3%	+33.3%
Free cash flow	65.0	120	58.0	-45.8%	+12.1%
Free cash flow margin	9.9%	18.6%	9.4%
Cash from investing	-8.0	-7.0	-5.0
Cash from financing	-112	-94.0	-57.0
Depreciation and amortisation	20.0	20.0	22.0	0.0%	-9.1%
Share-based compensation	9.0	11.0	8.0	-18.2%	+12.5%
Buybacks	109	91.0	60.0	+19.8%	+81.7%
Diluted shares, weighted	70m	71m	74m	-1.1%	-5.5%
Shares outstanding at period end	68m	69m	72m	-1.7%	-6.0%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ million	Q3 FY2026	Q2 FY2026	Q3 FY2025	On the quarter	On the year
Shareholders' equity	315	284	316	+10.9%	-0.3%
Debt	1,154	1,160	1,180	-0.5%	-2.2%
Operating lease liabilities	16.0	16.0	18.0	0.0%	-11.1%
Other liabilities	738	726	713	+1.7%	+3.5%
Total liabilities and equity	2,223	2,186	2,227	+1.7%	-0.2%
Fixed assets	53.0	53.0	59.0	0.0%	-10.2%
Goodwill	963	963	971	0.0%	-0.8%
Intangible assets	362	374	400	-3.2%	-9.5%
Investments	n/a	n/a	0.0
Cash and equivalents	581	627	563	-7.3%	+3.2%
Receivables	13.0	11.0	10.0	+18.2%	+30.0%
Other assets	251	158	224	+58.9%	+12.1%
Total assets	2,223	2,186	2,227	+1.7%	-0.2%

Questions

What was Frontdoor's revenue in Q3 FY2026?

Frontdoor (FTDR) reported revenue of $655 million for Q3 FY2026, the quarter ended 30 September 2026, up 6.0% on the same quarter a year earlier.

How much did Frontdoor earn in Q3 FY2026?

Net income for Q3 FY2026 was $116 million, up 9.4% on the year, and diluted earnings per share $1.65.

When did Frontdoor report Q3 FY2026 results?

Frontdoor filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 5 November 2026.

Quarterly results, the last 20 quarters

	Q4 FY2021 *	Q1 FY2022	Q2 FY2022	Q3 FY2022	Q4 FY2022 *	Q1 FY2023	Q2 FY2023	Q3 FY2023	Q4 FY2023 *	Q1 FY2024	Q2 FY2024	Q3 FY2024	Q4 FY2024 *	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025 *	Q1 FY2026	Q2 FY2026	Q3 FY2026
Revenue	340	351	487	484	340	367	523	524	366	378	542	540	383	426	617	618	432	451	645	655
Cost of revenue	199	207	276	274	195	197	253	256	189	184	237	235	196	191	261	264	220	203	267	293
Gross profit	140	144	211	210	145	170	270	268	177	195	306	306	184	235	356	353	213	248	378	362
Gross margin	41%	41%	43%	43%	43%	46%	52%	51%	48%	52%	56%	57%	48%	55%	58%	57%	49%	55%	59%	55%
SG&A	119	125	140	137	119	125	162	152	142	135	167	154	156	151	172	174	172	162	176	174
Interest expense	7.0	7.0	7.0	8.0	9.0	10.0	10.0	10.0	10.0	10.0	10.0	10.0	10.0	19.0	20.0	20.0	20.0	19.0	19.0	19.0
Pre-tax income	8.0	3.0	43.0	39.0	8.0	29.0	93.0	96.0	11.0	45.0	124	134	6.0	48.0	146	142	2.0	51.0	167	154
Tax rate	-12%	67%	23%	28%	-12%	24%	25%	25%	27%	24%	26%	25%	-50%	23%	25%	26%	0%	20%	25%	25%
Net income	7.0	2.0	33.0	28.0	8.0	22.0	70.0	71.0	8.0	34.0	92.0	100	9.0	37.0	111	106	1.0	41.0	125	116
Net margin	2%	1%	7%	6%	2%	6%	13%	14%	2%	9%	17%	19%	2%	9%	18%	17%	0%	9%	19%	18%
Diluted EPS	$0.08	$0.02	$0.40	$0.34	$0.10	$0.27	$0.85	$0.89	$0.11	$0.43	$1.18	$1.30	$0.11	$0.49	$1.48	$1.42	$0.02	$0.57	$1.76	$1.65
Operating cash flow	43.0	47.0	47.0	-14.0	62.0	60.0	52.0	27.0	63.0	84.0	103	25.0	58.0	124	127	64.0	101	119	126	73.0
Capital expenditure	8.0	9.0	10.0	11.0	10.0	8.0	7.0	8.0	9.0	10.0	12.0	9.0	8.0	7.0	7.0	6.0	6.0	6.0	6.0	8.0
Free cash flow	35.0	38.0	37.0	-25.0	52.0	52.0	45.0	19.0	54.0	74.0	91.0	16.0	50.0	117	120	58.0	95.0	113	120	65.0
Buybacks	n/a	40.0	19.0	0.0	0.0	n/a	n/a	42.0	n/a	13.0	45.0	62.0	41.0	71.0	64.0	60.0	88.0	61.0	91.0	109
Shares outstanding	83m	82m	81m	81m	82m	82m	81m	80m	78m	78m	77m	76m	75m	74m	73m	72m	71m	71m	69m	68m
Filing	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q	10-K	10-Q	10-Q	10-Q

Each quarter as filed, linked to its filing.

* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 5 November 2026: the filing.