Every material Form 8-K Frontdoor has filed with the SEC since December 19, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Frontdoor reported third-quarter 2026 revenue of $655 million, up 6%, and net income of $116 million, up 10%, with diluted EPS up 16% to $1.65. The company raised its full-year 2026 revenue and Adjusted EBITDA outlook, and its Board approved a new 3-year, $1 billion share repurchase authorization, which the company says reflects its plan to return excess cash to shareholders.
Q3 revenue rose 6% to $655 million, and net income rose 10% to $116 million.
Diluted EPS rose 16% to $1.65; Adjusted EPS rose 15% to $1.81. Adjusted EBITDA rose 5% to $205 million.
Full-year 2026 revenue outlook is $2.205 billion to $2.215 billion; Adjusted EBITDA outlook is $590 million to $600 million.
The Board approved a new $1 billion repurchase authorization on October 30, 2026; the existing $650 million program is expected to be completed in November 2026.
Frontdoor, Inc. disclosed that Vice President, Chief Accounting Officer and Controller Sally J. Shanks gave notice on August 31, 2026 that she will resign effective September 18, 2026, to pursue other business opportunities. The company said the decision was not the result of any disagreement over its operations, policies or practices, and CFO Jason L. Bailey will act as principal accounting officer until a successor is appointed.
Sally J. Shanks, VP, Chief Accounting Officer and Controller, gave notice on August 31, 2026
Resignation takes effect September 18, 2026
Company says the departure was not due to any disagreement with management or the Board
Jason L. Bailey, SVP and CFO, will assume principal accounting officer duties until a successor is named
Frontdoor reported second-quarter 2026 diluted EPS of $1.76, up 19% from $1.48, on revenue of $645 million, up 5%. The company raised its full-year 2026 revenue outlook to $2.19 billion to $2.21 billion and its Adjusted EBITDA outlook to $585 million to $600 million, citing higher realized pricing and share repurchases of $181 million year-to-date through July 2026.
Diluted EPS rose 19% to $1.76; net income rose 13% to $125 million; Adjusted EBITDA rose 10% to $220 million
Revenue rose 5% to $645 million, with about 3% from higher realized price and about 1% from higher volume
Full-year 2026 revenue outlook raised to $2.19 billion to $2.21 billion; Adjusted EBITDA outlook raised to $585 million to $600 million
Third-quarter 2026 outlook: revenue of $642 million to $652 million and Adjusted EBITDA of $197 million to $207 million
Frontdoor, Inc. elected Hilla Sferruzza, Executive Vice President and Chief Financial Officer of Meritage Homes, as a director on June 29, 2026, effective immediately, and appointed her to the Audit Committee. The company's press release says the board was expanded to nine members to make the appointment. The filing states the board has determined she is independent under Nasdaq standards.
Director elected and Audit Committee appointment effective June 29, 2026
Standard non-employee director pay is $90,000 per year in cash, plus $180,000 per year in fully vested shares, with an added $12,500 per year in cash for Audit Committee service
Board expanded to nine members; Sferruzza will stand for re-election at the 2027 annual meeting
Frontdoor reported first-quarter 2026 revenue of $451 million, up 6% from a year earlier, and net income of $41 million, up 11%. Diluted earnings per share rose 18% to $0.57, and the company reaffirmed its full-year 2026 outlook, which it said keeps revenue and Adjusted EBITDA guidance unchanged.
Revenue rose 6% to $451 million, with 5% from higher realized price and 1% from higher volume.
Net income rose 11% to $41 million; diluted EPS rose 18% to $0.57.
Adjusted EBITDA rose 3% to $104 million, and gross profit margin was unchanged at 55%.
Full-year 2026 outlook reaffirmed: revenue of $2.155 billion to $2.195 billion and Adjusted EBITDA of $565 million to $580 million.
Frontdoor's board unanimously elected Dennis Howard, Managing Director and Chief Technology, Operations, and Data Officer at Charles Schwab, as a director effective March 17, 2026, and appointed him to the Audit Committee. The board determined he is independent under Nasdaq listing standards, and he will stand for re-election at the 2026 annual meeting.
Board elected Howard on March 16, 2026; he joins the Audit Committee effective March 17, 2026
Non-employee director pay is $90,000 per year in cash plus $180,000 per year in fully vested shares, with an added $12,500 per year in cash for Audit Committee members
Howard is currently Managing Director, Chief Technology, Operations, and Data Officer at Charles Schwab; the filing says he has no arrangements with the company under which he was elected
Frontdoor reported fourth-quarter and full-year 2025 results, with full-year revenue up 14% to $2.09 billion and net income up 9% to $255 million. Fourth-quarter net income fell to $1 million from $9 million a year earlier, and the company gave 2026 revenue and Adjusted EBITDA guidance above 2025 levels.
Full-year 2025 revenue rose 14% to $2.09 billion, with organic revenue growth of 3.7%
Fourth-quarter 2025 net income was $1 million, down from $9 million; diluted EPS was $0.02 versus $0.11
2026 outlook: revenue of $2.155 billion to $2.195 billion and Adjusted EBITDA of $565 million to $580 million
Repurchased $280 million of shares in 2025; long-term Adjusted EBITDA margin outlook raised to the mid-20% range
Frontdoor's board appointed Jason Bailey, its current Vice President of Finance, as Senior Vice President and Chief Financial Officer effective November 10, 2025. CFO Jessica Ross resigned from the role effective the same date and will stay with the company as an advisor to the CEO through December 31, 2025, under a separation and transition agreement.
Jason Bailey, 51, has been Frontdoor's Vice President, Finance since September 2018 and previously held finance roles at ServiceMaster from December 2008 to September 2018.
Bailey's base salary is $475,000, with a target annual cash incentive of 75% of base salary and a $600,000 promotion equity grant in performance shares.
Jessica Ross's resignation takes effect November 10, 2025; she will receive her current base salary and her 2025 AIP bonus, based on 100% Company performance, through the December 31, 2025 transition period.
Chairman and CEO Bill Cobb said the company's revenue and profits have grown to new heights during Ross's three-year tenure as CFO.
Frontdoor reported third-quarter 2025 revenue up 14% to $618 million, with net income up 5% to $106 million and diluted EPS up 9% to $1.42. The company raised its full-year 2025 revenue outlook to $2.075 billion to $2.085 billion and its Adjusted EBITDA outlook to $545 million to $550 million. Management attributed much of the growth to the 2-10 acquisition.
Q3 2025 revenue rose 14% to $618 million, with 12 percentage points from higher volume, mainly from the 2-10 acquisition.
Net income rose 5% to $106 million; diluted EPS rose 9% to $1.42; Adjusted EBITDA rose 18% to $195 million.
Full-year 2025 revenue outlook raised to $2.075 billion to $2.085 billion; Adjusted EBITDA outlook raised to $545 million to $550 million.
Share repurchases totaled $215 million year to date through October 2025.
Frontdoor reported second-quarter 2025 revenue up 14% to $617 million and net income up 21% to $111 million, with diluted EPS of $1.48 versus $1.18. The company raised its full-year 2025 revenue, gross profit margin and Adjusted EBITDA ranges and increased its 2025 share repurchase target to approximately $250 million.
Q2 2025 revenue $617 million, up 14%, with 2-10 acquisition a main driver of volume growth
Diluted EPS $1.48 versus $1.18 a year earlier; Adjusted EBITDA $199 million, up 26%
Full-year 2025 Adjusted EBITDA range raised to $530 million to $550 million; revenue range raised to $2.055 billion to $2.075 billion
Share repurchases totaled $150 million year-to-date through July 2025; 2025 target raised to approximately $250 million
Frontdoor said its Controller and Chief Accounting Officer, Chastitie Brim, will retire effective August 24, 2025, and then serve in an advisory role until September 15, 2025. The company appointed Sally J. Shanks, previously Chief Accounting Officer of WillScot Holdings, to the role effective August 25, 2025, a routine finance leadership change that the filing says did not involve any disagreement with management or the board.
Chastitie Brim retires effective August 24, 2025; advisory role until September 15, 2025
Sally J. Shanks appointed Vice President, Controller and Chief Accounting Officer effective August 25, 2025
Shanks receives $395,000 annual base salary and a 50% target annual bonus opportunity
Shanks receives a $100,000 sign-on grant of restricted stock units vesting in two equal annual installments
Frontdoor's board appointed director Dr. Balakrishnan (Bala) Ganesh as Senior Vice President and Chief Technology Officer, effective July 14, 2025. Ganesh resigned from the board and its Audit Committee effective June 30, 2025, which reduces the board from eight to seven directors. For shareholders, this is a senior technology leadership change, with the company citing Ganesh's experience in digital transformation, cybersecurity and product development.
Ganesh's appointment as SVP and Chief Technology Officer takes effect July 14, 2025.
Ganesh's board and Audit Committee resignation takes effect June 30, 2025.
The board size drops from eight to seven directors effective June 30, 2025.
Ganesh was previously Chief Technology Officer of OnTrac Logistics and spent over 10 years at United Parcel Service.
Frontdoor reported first-quarter 2025 revenue up 13% to $426 million, net income up 9% to $37 million, and diluted EPS of $0.49 versus $0.43 a year earlier. The company raised its full-year 2025 revenue, gross margin and Adjusted EBITDA outlook and increased its 2025 share repurchase target to at least $200 million.
Gross profit margin rose 380 basis points to 55%, and Adjusted EBITDA rose 41% to $100 million
Full-year 2025 revenue outlook raised to $2.03 billion to $2.05 billion; Adjusted EBITDA outlook raised to $500 million to $520 million
2025 share repurchase target raised to at least $200 million; $105 million repurchased year-to-date through April 2025
Frontdoor reported full-year 2024 revenue up 4% to $1.84 billion, net income up 37% to $235 million, and diluted earnings per share up 42% to $3.01. For 2025, it projects revenue of $2.0 billion to $2.04 billion and Adjusted EBITDA of $450 million to $475 million, including the 2-10 Home Buyers Warranty acquisition.
Full-year 2024 Adjusted EBITDA rose 28% to $443 million, and gross profit margin expanded 410 basis points to 54%.
Fourth-quarter 2024 revenue rose 5% to $383 million, while net income was flat at $9 million.
The 2025 outlook includes a gross profit margin of 51.5% to 53% and Adjusted EBITDA of $450 million to $475 million.
The company repurchased $160 million of shares in 2024 and will hold a 2025 Investor Day on February 27, 2025.
Frontdoor, Inc. disclosed that director Lara H. Balazs notified the board on February 5, 2025, that she will not stand for re-election when her term expires at the 2025 annual stockholders meeting. The company said the decision is not due to any disagreement with Frontdoor on its operations, policies or practices. The filing does not name a successor or describe any change to financial results.
Director Lara H. Balazs notified the board on February 5, 2025.
Her term expires at the Company's 2025 annual meeting of stockholders.
Company states the decision is not due to any disagreement on operations, policies or practices.
Frontdoor, Inc. completed its purchase of 2-10 Home Buyers Warranty on December 19, 2024, for $585 million in cash, subject to customary adjustments. The company also entered an amended credit agreement with a $1.47 billion facility to refinance existing debt and fund the deal, with remaining funds planned for share repurchases or general corporate purposes.
Acquisition price: $585 million in all-cash consideration, subject to customary adjustments for cash, debt, working capital and other items at closing
New $1.47 billion credit facility: $417.75 million Term A loans (5-year), $800 million Term B loans (7-year), and a $250 million revolving facility
Term SOFR plus 1.75% for Revolving and Term A loans and Term SOFR plus 2.25% for Term B loans at the initial rates
Company says 2-10 immediately grows its customer base, revenue and earnings, but the filing gives no figures for these effects
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Frontdoor filing is on SEC EDGAR ↗. 8-K briefs of other companies →