Frontdoor is a company that's obsessed with taking the hassle out of owning a home. With services powered by people and enabled by technology, it is the parent company of four home service plan brands: American Home Shield, HSA, Landmark and OneGuard, as well as ProConnect, an on-demand membership service for home repairs and maintenance, and Streem, a technology company that enables businesses to serve customers through an enhanced augmented reality, computer vision and machine learning platform. Frontdoor serves 2.2 million customers across the U.S. through a network of approximately 17,000 pre-qualified contractor firms that employ approximately 60,000 technicians. The company's customizable home service plans help customers protect and maintain their homes from costly and unexpected breakdowns of essential home systems and appliances. With nearly 50 years of experience, the company responds to over four million service requests annually.
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)
8-K
Departure of Directors or Certain Officers
12 Dec 22
8-K
Frontdoor Names Jessica Ross As New Cfo
5 Dec 22
10-Q
2022 Q3
Quarterly report
3 Nov 22
8-K
Results of Operations and Financial Condition
3 Nov 22
8-K
Regulation FD Disclosure
25 Aug 22
10-Q
2022 Q2
Quarterly report
4 Aug 22
8-K
Focused on Improving Execution and Rebuilding the Core Home Service Plan Business
4 Aug 22
8-K
Departure of Directors or Certain Officers
6 Jun 22
8-K
Frontdoor Announces Leadership Transition
20 May 22
8-K
Submission of Matters to a Vote of Security Holders
17 May 22
Transcripts
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 Q3
29 Oct 21
FTDR
Earnings call transcript
2021 Q2
7 Aug 21
FTDR
Earnings call transcript
2021 Q1
9 May 21
FTDR
Earnings call transcript
2020 Q4
19 Feb 21
FTDR
Earnings call transcript
2020 Q3
4 Nov 20
FTDR
Earnings call transcript
2020 Q2
7 Aug 20
FTDR
Earnings call transcript
2020 Q1
11 May 20
Latest ownership filings
SC 13G
STATE STREET CORP
3 Feb 23
SC 13G/A
MACKENZIE FINANCIAL CORP
27 Jan 23
SC 13G/A
BlackRock Inc.
26 Jan 23
SC 13G/A
BlackRock Inc.
20 Jan 23
4
Jessica P Ross
4 Jan 23
3
Jessica P Ross
4 Jan 23
SC 13G/A
FMR LLC
12 Sep 22
SC 13G
BlackRock Inc.
9 Aug 22
SC 13G
FMR LLC
10 Jun 22
4
Brian K Turcotte
3 Jun 22
Financial summary
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| Diluted EPS |
| Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | |||||
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| 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) | 244.00 mm | 244.00 mm | 244.00 mm | 244.00 mm | 244.00 mm | 244.00 mm |
| Cash burn (monthly) | 8.33 mm | 5.42 mm | (no burn) | (no burn) | 4.67 mm | (no burn) |
| Cash used (since last report) | 35.20 mm | 22.88 mm | n/a | n/a | 19.71 mm | n/a |
| Cash remaining | 208.80 mm | 221.12 mm | n/a | n/a | 224.29 mm | n/a |
| Runway (months of cash) | 25.1 | 40.8 | n/a | n/a | 48.1 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Dec 22 | Jessica P Ross | RSU Common Stock | Grant | Acquire A | No | No | 0 | 4,803 | 0.00 | 4,803 |
| 1 Jun 22 | Cobb William C | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 24.74 | 152,236 | 3.77 mm | 152,236 |
| 1 Jun 22 | Cobb William C | RSU Common Stock | Grant | Acquire A | No | No | 0 | 35,368 | 0.00 | 35,368 |
| 1 Jun 22 | Cobb William C | RSU Common Stock | Grant | Acquire A | No | No | 0 | 20,210 | 0.00 | 20,210 |
| 1 Jun 22 | Fiarman Jeffrey | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 24.74 | 23,488 | 581.09 k | 23,488 |
| 1 Jun 22 | Turcotte Brian K | Employee Stock Option Common Stock | Grant | Acquire A | No | No | 24.74 | 33,709 | 833.96 k | 33,709 |
News
10 Consumer Discretionary Stocks Whale Activity In Today's Session
23 Dec 22
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23 Dec 22
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22 Dec 22
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
7 Dec 22
Frontdoor Taps Salesforce Executive Jessica Ross As New CFO
5 Dec 22