FRONTDOOR INC. DL-,01

At the Technology Leadership Forum 2026, Frontdoor said member growth is positive for the first time since 2020 and the company is showing strength in direct sales, the real estate business and contract renewals. Management raised the target for the adjusted EBITDA margin from the low into the mid-20% range and expects the non-warranty business to generate about $170m in revenue this year versus $13m five years ago. The acquisition of 2-10 delivered roughly $20m in cost synergies in the first year, and Frontdoor plans further growth through expanded contract renewals, services outside warranty and disciplined capital allocation. » More on de.investing.com

In its Q2 2026 investor letter Curreen Capital highlighted Frontdoor, noting the home-service plan provider uses strong free cash flow to fund organic growth, debt reduction, share repurchases and acquisitions. Frontdoor serves about 2% of U.S. homes, was spun out of ServiceMaster in 2018, and its stock has risen strongly over the past year. Curreen holds Frontdoor among its top special-case investments amid a portfolio that outperformed the S&P 500 in Q2. » More on finance.yahoo.com

Frontdoor posted a nearly 18% stock gain in Q2 after the HVAC upgrade program expanded the non-warranty business by 19%. The company expects a return to organic customer growth from increased air-conditioner sales following the heat wave. HVAC revenue is projected to grow from $13 million to about $170 million within four years. » More on finanzen.net