Frontdoor reports Q3 2026 results beating estimates, raises full-year outlook and authorizes $1 billion share buyback

Frontdoor Inc. posted Q3 2026 revenue of $655 million, up 6% YoY, and net income of $116 million. Adjusted earnings per share were $1.81 and adjusted EBITDA $205 million, both above consensus. The company lifted its full‑year 2026 revenue outlook to $2.205 billion‑$2.215 billion and its adjusted EBITDA target to $590 million‑$600 million. It also announced a new three‑year $1 billion share‑repurchase authorization after completing its prior $650 million program early.

The higher guidance indicates continued revenue growth and may support the stock’s valuation, while the expanded buyback signals confidence in cash generation and could provide upside for shareholders (the company announced the authorization).

  • Q4 revenue guidance differs: $453 million‑$463 million versus $458 million.
  • Full‑year adjusted EBITDA guidance differs: $590 million‑$600 million versus $595 million.

Sources