Financial Highlights - Q3 2025 revenue reached $618 million, a 14% increase year-over-year[17, 43] - Gross profit for Q3 2025 was $353 million, with a gross profit margin of 57%[17, 46] - Net income for Q3 2025 increased by 5% to $106 million[17, 49] - Adjusted EBITDA for Q3 2025 increased by 18% to $195 million[17, 49] - Year-to-date free cash flow increased by 64%[55] Business Performance - Organic direct-to-consumer member count grew by 8% compared to the prior year[17] - Real estate member count increased sequentially for the first time in five years[17] - The company repurchased $215 million of shares year-to-date through October 31[17, 59] - Retention rates are near all-time highs at 79.4%[32] Outlook - Q4 2025 revenue is projected to be between $415 million and $425 million[61] - Q4 2025 adjusted EBITDA is projected to be between $50 million and $55 million[61]
Frontdoor(FTDR) - 2025 Q3 - Earnings Call Presentation