frontdoor is a company that’s on a mission to make home ownership simple. we have the culture and drive of a billion-dollar startup, and are committed to transforming the home services industry. our company more than 50 years of unmatched expertise as the nation’s largest provider of home service plans. last year, we responded to more than four million service requests from customers who depend on us for financial protection and professional repairs when a covered item breaks down. at frontdoor, we wake up every day and obsess about how to take the hassle out of our customer’s lives. we’re inquisitive and innovative, never satisfied with the status quo. we solve problems and make lives better, and enjoy what we do. our leadership team has a dynamic mix of experience in disrupting industries, changing how consumers receive products and services, creating leading digital platforms, and ensuring a world-class customer experience. they don’t just talk about culture, they live it, and it's
Company profile
Ticker
FTDR
Exchange
Website
CEO
Rexford Tibbens
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AHS Holding Company, Inc.
SEC CIK
Corporate docs
Subsidiaries
American Home Shield Corporation • American Home Shield of Arizona, Inc. • American Home Shield of California, Inc. • American Home Shield of Florida, Inc. • American Home Shield of Iowa, Inc. • American Home Shield of Maine, Inc. • American Home Shield of Oklahoma, Inc. • American Home Shield of Texas, Inc. • American Home Shield of Virginia, Inc. • American Home Shield of Washington, Inc. ...
IRS number
823871179
FTDR stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
29 Mar 24
DEFA14A
Additional proxy soliciting materials
29 Mar 24
DEF 14A
Definitive proxy
29 Mar 24
10-K
2023 FY
Annual report
28 Feb 24
8-K
Results of Operations and Financial Condition
28 Feb 24
10-Q
2023 Q3
Quarterly report
1 Nov 23
8-K
Raising Full-Year 2023 Revenue, Adjusted EBITDA and Share Repurchase Outlook
1 Nov 23
8-K
Lara Balazs Joins Frontdoor Board of Directors
25 Oct 23
10-Q
2023 Q2
Quarterly report
2 Aug 23
8-K
Raising Full-Year 2023 Revenue, Adjusted EBITDA and Share Repurchase Outlook
2 Aug 23
Transcripts
FTDR
Earnings call transcript
2023 Q4
28 Feb 24
FTDR
Earnings call transcript
2023 Q3
1 Nov 23
FTDR
Earnings call transcript
2023 Q2
2 Aug 23
FTDR
Earnings call transcript
2023 Q1
4 May 23
FTDR
Earnings call transcript
2023 Q1
4 May 23
FTDR
Earnings call transcript
2022 Q3
3 Nov 22
FTDR
Earnings call transcript
2022 Q2
7 Aug 22
FTDR
Earnings call transcript
2022 Q1
9 May 22
FTDR
Earnings call transcript
2021 Q4
26 Feb 22
FTDR
Earnings call transcript
2021 Q4
24 Feb 22
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 320.00 mm | 320.00 mm | 320.00 mm | 320.00 mm | 320.00 mm | 320.00 mm |
Cash burn (monthly) | 8.00 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 55.11 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 264.89 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 33.1 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2021
13F holders | Current |
---|---|
Total holders | 226 |
Opened positions | 28 |
Closed positions | 42 |
Increased positions | 96 |
Reduced positions | 70 |
13F shares | Current |
---|---|
Total value | 3.54 bn |
Total shares | 84.14 mm |
Total puts | 63.10 k |
Total calls | 46.90 k |
Total put/call ratio | 1.3 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 8.26 mm | $346.11 mm |
JHG Janus Henderson | 7.37 mm | $308.79 mm |
MKFCF Mackenzie Financial | 4.78 mm | $200.26 mm |
ArrowMark Colorado | 4.54 mm | $190.02 mm |
Atlanta Capital Management Co L L C | 4.11 mm | $172.18 mm |
BLK Blackrock | 3.62 mm | $151.88 mm |
BNP Paribas Asset Management Holding | 3.39 mm | $142.22 mm |
Capital Research Global Investors | 3.24 mm | $135.93 mm |
FIL | 2.85 mm | $119.30 mm |
Senvest Management | 2.52 mm | $105.41 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
29 Mar 24 | Brim Chastitie | Common Stock | Payment of exercise | Dispose F | No | No | 32.58 | 284 | 9.25 k | 11,490 |
29 Mar 24 | Brim Chastitie | Common Stock | Option exercise | Acquire M | No | No | 0 | 760 | 0.00 | 11,774 |
29 Mar 24 | Brim Chastitie | RSU Common Stock | Sale back to company | Dispose D | No | No | 0 | 760 | 0.00 | 0 |
29 Mar 24 | Evan Iverson | Common Stock | Payment of exercise | Dispose F | No | No | 32.58 | 208 | 6.78 k | 18,949 |
29 Mar 24 | Evan Iverson | Common Stock | Option exercise | Acquire M | No | No | 0 | 760 | 0.00 | 19,157 |
29 Mar 24 | Evan Iverson | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 760 | 0.00 | 0 |
29 Mar 24 | Fiarman Jeffrey | Common Stock | Payment of exercise | Dispose F | No | No | 32.58 | 2,228 | 72.59 k | 26,823 |
29 Mar 24 | Fiarman Jeffrey | Common Stock | Grant | Acquire A | No | No | 0 | 4,806 | 0.00 | 29,051 |
29 Mar 24 | Fiarman Jeffrey | Common Stock | Payment of exercise | Dispose F | No | No | 32.58 | 1,092 | 35.58 k | 24,245 |
29 Mar 24 | Fiarman Jeffrey | Common Stock | Option exercise | Acquire M | No | No | 0 | 2,356 | 0.00 | 25,337 |
Press releases
Gift a Frontdoor Unlimited Membership for $25 and Get Another One for Just $1!
11 Apr 24
Frontdoor Announces 2024 National Contractor Award Winners
4 Apr 24
Marketing Campaign Relaunches Iconic Home Warranty Brand
2 Apr 24
American Home Shield Offering 40% Off ShieldGold™ For Limited Time
1 Apr 24
Frontdoor App Now Available To Gift
25 Mar 24