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Countdown to Frontdoor (FTDR) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2026-02-24 15:15
分组1 - Frontdoor (FTDR) is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year decline of 59.3% [1] - Revenue projections for Frontdoor are anticipated to reach $420.6 million, which represents a 9.8% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' assessments [1] 分组2 - Analysts forecast 'Revenue by Customer Channel- Renewals' to be $322.62 million, showing a year-over-year increase of 9% [4] - 'Revenue by Customer Channel- Other' is expected to reach $42.75 million, indicating a significant year-over-year change of 42.5% [4] - 'Revenue by Customer Channel- Direct-to-consumer (First-Year)' is projected to be $29.32 million, reflecting a decline of 5.4% from the previous year [4] 分组3 - The combined assessment suggests that 'Revenue by Customer Channel- Real estate (First-Year)' will likely reach $26.00 million [5] - Frontdoor shares have decreased by 7% over the past month, contrasting with a 1% decline in the Zacks S&P 500 composite [5] - With a Zacks Rank of 3 (Hold), Frontdoor is expected to perform in line with the overall market in the near future [5]
New $10 Million Stake in Frontdoor Signals Conviction as Firm Posts 14% Revenue Growth
The Motley Fool· 2026-02-21 00:03
Frontdoor delivers home service plans and on-demand repair solutions to U.S. homeowners.On February 17, 2026, Breach Inlet Capital Management disclosed a new position in Frontdoor (FTDR +1.26%), acquiring 169,976 shares in the fourth quarter for an estimated $9.81 million.What happenedAccording to a February 17, 2026, SEC filing, Breach Inlet Capital Management opened a new position in Frontdoor (FTDR +1.26%) by purchasing 169,976 shares during the fourth quarter. The new holding was valued at $9.81 million ...
Blackstone’s (BX) Perpetual Private Equity Strategy Fund To Acquire Champions Group
Yahoo Finance· 2026-02-20 20:13
​Blackstone Inc. (NYSE:BX) is one of the Best Dip Stocks to Buy According to Hedge Funds. On February 17, Blackstone Inc. (NYSE:BX) announced that its perpetual private equity strategy fund (BXPE) has entered an agreement to acquire Champions Group from Odyssey Investment Partners. ​Champions Group is one of the top home services companies that offers a unique platform with essential residential services, including repairs and replacements in major US metropolitan areas. The group has more than 1,800 fiel ...
月薪过万,仍急缺人!家政服务,节前爆单!
Xin Lang Cai Jing· 2026-02-14 09:17
家电清洗师 赵松:我们的订单几乎已经排满了,后面没有什么空闲的时间。像家电清洗,比如一天要 洗四五台油烟机,收入还是很可观的。 来源:央视财经 赵松所在的企业负责人告诉记者,由于节前订单量大、服务供应紧张,家政员的时薪也较平时要上浮 40%到50%。 节前是家政行业的旺季,记者在北京市场走访时了解到,对于家政人员返乡带来的阶段性用工紧张问 题,企业和劳务输出地都加大了人员招募、培训、补贴的力度。 赵松在北京做家电清洗师已经有两年的时间了,他告诉记者,一进入到2月份,家电清洗的订单就开始 激增。为了多赚些钱,他打算临近过年再返乡。 根据北京人社部门的统计,节前这段时间,北京市场上包括母婴护理、收纳整理、家电清洗师等在内的 急需岗位缺口约6000个,其中母婴护理师的月薪达到了1.3万元。为了保障用工,部分劳务输出省份也 加大了培训和补贴力度。来自内蒙古的家政保洁师魏爽,就是通过"京蒙劳务协作"项目,来到北京成为 一名家政员。 家政保洁师 魏爽:培训完之后可以到北京上岗,第一周食宿免费、往返车费报销。如果能长时间工 作,会有政府直发的2000元稳岗补贴。 京东家政副总经理 郭兴伟:擦玻璃、全屋大扫除、深度打扫、宠物 ...
Porch Group Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-11 23:39
Management repeatedly framed premium growth around three drivers: statutory surplus at the reciprocal (capacity), quote volume (top-of-funnel), and conversion rate (new policies). Ehrlichman said statutory surplus at the reciprocal increased about $50 million in 2025 and ended the year almost 50% higher than 2024. He added that the company more than doubled active agencies and nearly tripled quote volumes year-over-year, while conversion rates improved late in 2025 and into early 2026 following pricing and ...
The domestic service industry will continue to be exempt from value-added tax, and the 2026 tax reform will promote the sustainable and high-quality development of China's domestic service sector
Prnewswire· 2026-02-06 13:30
Core Insights - E-Home Household Services Holdings Limited plans to leverage new tax incentives to enhance financial management, improve service quality, and integrate AI technology into its operations by 2026 [1] Tax Policy Implications - Domestic service enterprises may benefit from reduced or exempt VAT on income from domestic services, which will lower corporate tax burdens [2] - Social insurance contributions for employees are deductible, further reducing taxable income for enterprises [2] - Training expenses for home service personnel can be deducted at an increased rate, encouraging skill enhancement [2] - Special additional deductions for taxpayers supporting elderly dependants or raising children may stimulate demand for home services [2] Company Strategy and Market Impact - The 2026 tax reform will reduce corporate operating costs, allowing more capital for improving service conditions and worker compensation [3] - The reform is expected to stimulate market demand for domestic services, particularly in elder care and childcare, expanding the industry's market potential [3] - Policy implementation will drive standardization and professionalization in the home service industry, promoting sustainable growth and societal recognition [3] Company Overview - E-Home, established in 2014, is a Nasdaq-listed household service company based in Fuzhou, China [4] - The company operates in home appliances, smart home installation, housekeeping, and public cleaning services [5] - E-Home has two main business channels: ToC (consumer services) and ToB (public cleaning), along with two subsidiaries focused on pharmaceuticals and corporate training [6]
京东家政百城招募20万家政师守护万家洁净
Xin Lang Cai Jing· 2026-02-03 19:46
Core Insights - The home service market is experiencing a surge in demand as the Spring Festival approaches, leading to a significant increase in orders for cleaning services, with some cities facing a shortage of workers [1][2] - JD Home Services has launched a recruitment plan to hire 100,000 cleaners and 100,000 appliance cleaning specialists across 180 cities to address the labor shortage and provide professional training [1][2] Demand Surge for Home Services - The demand for home cleaning services has skyrocketed, with core service orders increasing by over 10 times during peak periods before the Spring Festival [2] - Popular services such as oil stove cleaning and deep cleaning of entire homes are fully booked a week in advance, reflecting a shift in consumer behavior towards professional cleaning services [2] - Some areas are experiencing a labor shortage exceeding 50%, despite existing staff working overtime to meet demand [2] Comprehensive Free Training Program - JD Home Services has established a "recruitment-training-certification-advancement" talent development system to improve the skill levels and job stability of workers [3] - The training program includes both theoretical knowledge and practical skills, covering cleaning processes, appliance disassembly, and service etiquette [3] - Training bases have been set up in Chongqing Wanzhou and Inner Mongolia Chifeng, with a focus on providing free accommodation for trainees [3] Stringent Recruitment Standards - All workers must pass health checks, psychological assessments, and background investigations before being hired [4] - The service process is broken down into 144 standardized steps, and new hires can be certified and start working within five days [4] Job Stability and Income Growth - Workers in the home service sector are experiencing stable income, with some earning between 8,000 to 10,000 yuan per month [5] - The platform aims to enhance the job satisfaction of workers by providing awards and recognition, as well as customized gifts for their well-being [6] - JD Home Services is committed to making the home service industry a respected and promising career path, with ongoing efforts to expand recruitment and improve training systems [6]
Curreen Capital on Frontdoor (FTDR)
Yahoo Finance· 2026-02-02 14:02
分组1 - Curreen Capital reported a return of 10.5% in Q4 2025 and 30.97% for the full year, focusing on "ugly ducklings" which are well-managed companies trading at attractive prices [1] - The firm highlighted Frontdoor, Inc. (NASDAQ:FTDR) as a key investment, with a one-month return of 0.65% and a 52-week gain of 1.58%, closing at $59.11 per share with a market capitalization of $4.31 billion [2][3] - Frontdoor, Inc. provides home service plans and serves about 2% of U.S. homes, utilizing free cash flow for organic growth, debt repayment, share repurchase, and acquisitions [3] 分组2 - Frontdoor, Inc. was held by 36 hedge fund portfolios at the end of Q3 2025, a slight decrease from 37 in the previous quarter, indicating moderate interest among hedge funds [4] - Curreen Capital suggests that while Frontdoor has potential, certain AI stocks may offer greater upside and less downside risk, indicating a competitive investment landscape [4]
京东家政招募10万名保洁师、10万名家电清洗师
Jin Rong Jie· 2026-02-02 07:30
Core Insights - JD Home Services has launched a "Hundred Cities Double 100,000 Recruitment Plan" aiming to recruit 100,000 cleaning staff and 100,000 home appliance cleaning technicians across 180 service cities in China [1] Group 1 - The initiative targets a significant expansion in the workforce for home services, indicating a strategic move to enhance service capacity [1] - The recruitment plan reflects the growing demand for home services in urban areas, aligning with trends in consumer behavior post-pandemic [1] - By focusing on both cleaning staff and appliance technicians, the company aims to diversify its service offerings and improve customer satisfaction [1]