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Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 Frontdoor, Inc. (Exact name of registran ...

Frontdoor (FTDR) reported $617 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 13.8%. EPS of $1.63 for the same period compares to $1.27 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $602.1 million, representing a surprise of +2.48%. The company delivered an EPS surprise of +13.19%, with the consensus EPS estimate being $1.44.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Financial Data and Key Metrics Changes - Revenue increased 14% year over year to $617 million, with net income growing 21% to $111 million and adjusted EBITDA rising 26% to $199 million [4][22][26] - For the full year, revenues grew 13% to over $1 billion, net income increased 17% to $148 million, and adjusted EBITDA grew 31% to $300 million [22] Business Line Data and Key Metrics Changes - Direct to consumer (DTC) revenue grew 12%, supported by organic volume growth and the addition of the two ten acquisition [22] - Real estate revenue increased 21%, primarily due to the two ten acquisition [22] - Other revenue grew 63%, driven by success in the new HVAC and Moen programs, as well as the addition of two ten's new home structural business [22] Market Data and Key Metrics Changes - The real estate market remains challenging, with home sales slipping 2.7% month over month to a seasonally adjusted annual rate of 3.93 million, among the lowest in thirty years [8] - The inventory of unsold existing homes rose 18% year over year to 1.53 million homes, indicating a potential transition to a buyer's market [9] Company Strategy and Development Direction - The company focuses on three strategic priorities: growing and retaining home warranty members, scaling revenue from non-warranty business, and optimizing the integration of the two ten Homebuyers Warranty [5][6][18] - The new HVAC program is expected to generate nearly 40% higher revenue than last year, with an increased full-year outlook of $120 million [15] Management's Comments on Operating Environment and Future Outlook - Management noted that the macro environment has improved, leading to better-than-expected results in various areas, including gross profit margin and revenue conversion [26][50] - The company is optimistic about the potential for increased home warranty attach rates as the real estate market shows signs of improvement [64] Other Important Information - The company repurchased $150 million worth of shares year to date through July 31, with an increased full-year share repurchase target of approximately $250 million [29][31] - Free cash flow for the first half of the year was $237 million, a 44% increase versus the prior year period [30] Q&A Session Summary Question: What drove the increase in two ten cost synergies from $10 million to $15 million for 2025? - Management indicated that efficiencies were found across all functions, leading to the increase, and confirmed expectations of $30 million in run rate synergies by 2028 [40] Question: Is your guidance all for HVAC or does that include water heaters? - The guidance is currently focused solely on HVAC, with ongoing tests for potential future offerings [41] Question: What contributed to the strong performance in the real estate channel this quarter? - Management attributed the performance to seasonal investments and effective integration of the two ten acquisition [46][48] Question: Are you still expecting $50 million in headwinds for the back half of the year? - Management noted that the macro environment has improved, leading to better-than-anticipated results, and adjusted expectations for the back half of the year [49][50] Question: How is the two ten structural warranty sales process performing? - Management expressed satisfaction with the sales process and noted that the transition has gone smoothly, with good momentum in sales [59][60]

Financial Highlights - Q2 2025 revenue reached $617 million, a 14% increase compared to the prior year period[17, 55] - Gross profit margin for Q2 2025 was 58%, up 130 bps from the prior year period[17, 62] - Net income for Q2 2025 was $111 million, a 21% increase compared to the prior year period[17, 55] - Adjusted EBITDA for Q2 2025 was $199 million, a 26% increase compared to the prior year period[17, 55] - First half of 2025 revenue was $1.043 billion, a 13% increase compared to the prior year period[55] - First half of 2025 adjusted EBITDA was $300 million, a 31% increase compared to the prior year period[55] - The company has $562 million in total cash, including $377 million in unrestricted cash and $185 million in restricted cash[71] Business Performance - Organic direct-to-consumer home warranties grew by 9%[18, 31] - Renewals grew 9% due to the addition of 2-10 and higher price[59] - Real estate increased 21% due to the addition of 2-10[59] - DTC grew 12% as higher volumes were partially offset by lower price[59] - Other revenue grew 63% due to the new HVAC and Moen programs, as well as the addition of 2-10[59] - The company repurchased $150 million of shares year-to-date through July 31[18, 79] Strategic Initiatives - The company is integrating technology advancements into the member experience, with 14% of the member base having downloaded the app in only 8 months[36] - The company is increasing expected cost synergies from the 2-10 acquisition to approximately $15 million in 2025, up from $10 million+[48] - The company is raising its 2025 share repurchase target from $200 million+ to approximately $250 million[79] Outlook - The company expects full year 2025 revenue to be in the range of $2.055 billion to $2.075 billion[80] - The company expects full year 2025 adjusted EBITDA to be in the range of $530 million to $550 million[80]

Frontdoor Announces Second-Quarter 2025 Financial Results Revenue Increased 14% to $617 Million; Gross Profit Margin Increased 130 Basis Points to 58%; Net Income Increased 21% to $111 Million; Adjusted EBITDA(1) Increased 26% to $199 Million; Repurchased $150 Million of Shares YTD Through July 2025; Increasing Full Year Revenue, Gross Profit Margin and Adjusted EBITDA Guidance MEMPHIS, TENN. — August 5, 2025 — Frontdoor, Inc. (NASDAQ: FTDR), the nation's leading provider of home warranties, today announced ...

The upcoming report from Frontdoor (FTDR) is expected to reveal quarterly earnings of $1.44 per share, indicating an increase of 13.4% compared to the year-ago period. Analysts forecast revenues of $602.1 million, representing an increase of 11.1% year over year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Ahead of a company's earnings disclosure, it i ...

Company Overview - Frontdoor Inc. (FTDR) has demonstrated strong momentum, with a 37% increase in stock price over the last month [1] - The company has raised its guidance since the previous quarter, indicating strong signs of growth and improved profitability [1] Analyst Insights - The analysis focuses on foreign stocks, particularly in the Nordic market, while also covering growth stocks in the U.S. market [1] - The goal is to uncover undervalued opportunities and explore unique business models to assist investors in making informed decisions [1]