Frontdoor (FTDR) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Frontdoor (FTDR) reported $617 million in revenue for Q2 2025, a year-over-year increase of 13.8% and exceeding the Zacks Consensus Estimate of $602.1 million by 2.48% [1] - The company achieved an EPS of $1.63, up from $1.27 a year ago, surpassing the consensus EPS estimate of $1.44 by 13.19% [1] Revenue Performance - Revenue from Renewals was $461 million, slightly above the estimated $458.9 million, reflecting a 9.5% increase year-over-year [4] - Revenue from Other channels reached $56 million, significantly exceeding the estimated $47.45 million, marking a 60% increase compared to the previous year [4] - Direct-to-consumer (First-Year) revenue was $56 million, aligning with the average estimate of $55 million, representing a 12% year-over-year growth [4] - Revenue from Real estate (First-Year) was $44 million, surpassing the estimated $41.4 million, showing a 22.2% increase year-over-year [4] Stock Performance - Over the past month, Frontdoor's shares returned -0.4%, while the Zacks S&P 500 composite increased by 1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]