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Business Summary: Frontdoor, Inc. is a provider of home warranties and new home structural warranties in the United States. Its customizable home warranties help customers protect and maintain their homes, typically their assets, from costly and unplanned breakdowns of essential home systems and appliances. It operates primarily under the American Home Shield and 2-10 HBW brands. Its annual service plan agreement covers the repair or replacement of components of up to 29 home systems and appliances, including electrical, plumbing, HVAC systems, water heaters, refrigerators, dishwashers and ranges/ovens/cooktops, as well as optional coverage for electronics, pools, spas and pumps. Its operations also include its Streem, a technology platform that uses augmented reality, computer vision and machine learning to provide services. It has approximately 2.1 million active home warranties across all brands in the United States, including its American Home Shield, HSA, OneGuard, Landmark and 2-10 HBW brands.
Financial Summary: BRIEF: For the nine months ended 30 September 2025, Frontdoor Inc revenues increased 14% to $1.66B. Net income applicable to common stockholders increased 12% to $254M. Revenues reflect Revenue increase from $378M to $1.66B. Net income was partially offset by Selling and administrative expense increase of 54% to $490M (expense), Interest expense increase of 97% to $59M (expense), Amortization expense increase from $2M to $25M (expense).