Demand and volumepositive · 5 filings
“Seasonal fluctuations are primarily driven by a higher number of HVAC work orders with respect to our home warranty business in the summer months.”10-Q · Aug 6, 2026 ↗
Frontdoor, Inc.
FTDR
Market read
Frontdoor, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company+1.4% todayVolume comparison unavailable
Market group0 of 10 activeGrowth-Oriented Stocks · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
Watch this read- FTDR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if FTDR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- FTDR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements113
Verified relationships0
Evidence supporting the case
- Latest annual revenue changed +13.6% year over year.
- Operating cash flow covered net income at 1.63x in the latest annual period.
- Demand and volume has repeated favorable evidence across 5 filings.
Evidence challenging the case
No qualifying adverse evidence was identified; that is not proof there is no downside.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
79.636m+24.5%12m+21.9%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.6B+8.7%$1.50+0.0%
2022-12-31$1.7B+3.7%$0.87-4.1%
2023-12-31$1.8B+7.1%$2.12-1.3%
2024-12-31$1.8B+3.5%$3.01-3.6%
2025-12-31$2.1B+13.6%$3.42-4.5%
What management says matters
Persistent and emerging business drivers
Pricing and mixmixed · 5 filings
“The decrease in direct-to-consumer revenue reflects lower price realization resulting from our discounting efforts, offset, in part, by an increase in the number of direct-to-consumer home warranties.”10-Q · Aug 6, 2026 ↗
Restructuring and cost reductionsmixed · 5 filings
“There were no impairment charges due to other-than-temporary declines in the value of certain investments for the six months ended June 30, 2026 and 2025 .”10-Q · Aug 6, 2026 ↗
Macroeconomic conditionsmixed · 3 filings
“Contract claims costs were relatively flat, reflecting continued process improvement initiatives, a lower number of service requests per customer, a favorable weather impact of $7 million and higher trade service fees, offset, in part, by inflationary cost pr…”10-K · Feb 26, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
81.55+1.4% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 12:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for FTDR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for FTDR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind FTDR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
FTDR is currently a Leader in the organic co-movement group Growth-Oriented Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for FTDR; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.