After reaching an important support level, Frontdoor (FTDR) could be a good stock pick from a technical perspective. FTDR surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend. The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages. Shares of FTDR ha ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...

Frontdoor (FTDR) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this home services provider have returned +23.7% over the past month versus the Zacks S&P 500 composite's +5% change. The Zacks Building Products - Miscellaneous industry, to which Frontdoor belongs, has gained 4.7% over this period. Now the key question is: Where could the stock be headed in the near term? Whi ...

Investors often opt for the stock-picking approach that involves stocks with a low price-to-earnings (P/E) ratio. This strategy is based on the notion that the lower the P/E ratio is, the higher the stock value. The reasoning behind this is straightforward — when a stock's current market price does not adequately reflect its higher earnings, it suggests potential for growth.But there is more to this whole P/E story. Because not only low P/E, stocks with a rising P/E can also fetch strong returns. In this re ...

Frontdoor (FTDR) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this home services provider, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is mad ...

财务数据和关键指标变化 - 第一季度收入增长3%至3.78亿美元 [8] - 毛利润增长14%至1.95亿美元,毛利率提升510个基点至51% [22] - 净收入增长56%至3400万美元,调整后EBITDA增长33%至7100万美元,均创下第一季度历史新高 [21][22] 各条业务线数据和关键指标变化 - 续保渠道收入中单位数增长中个位数,占比提升 [13] - 房地产渠道收入下降约50%,占比大幅下降 [9][10] - 直销渠道收入下降约8%,占比有所下降 [11][12] - 新HVAC销售项目2023年贡献收入超5000万美元 [14] 各个市场数据和关键指标变化 - 公司主要在阳光地带和微笑之州市场占有较高份额,未来将着力拓展北方市场 [71] 公司战略和发展方向及行业竞争 - 公司正在进行美国家庭保护品牌的全面重塑,包括推出新广告宣传、新标识、新代言人等,以突破行业同质化 [16][17][18] - 公司正在拓展基于Frontdoor应用的增值服务,如远程视频咨询、维修保养等,以构建更全面的生态系统 [15] - 公司认为行业整体需求受到宏观环境影响而下滑,但作为行业领导者有责任扭转行业增长轨迹 [11][12][19] 管理层对经营环境和未来前景的评论 - 管理层认为房地产市场环境仍然较为疲软,但相信终将会好转 [9][10] - 管理层对公司重塑品牌和拓展新业务的举措表示乐观,预计将在未来一年内逐步显现成效 [19] - 管理层表示公司财务状况和现金流表现出色,有信心继续投资于增长和回购股票 [29][30] 问答环节重要的提问和回答 问题1 **Jeff Schmitt 提问** 考虑到公司毛利率较高,是否可以通过降价来刺激需求增长 [39][40] **William Cobb 回答** 公司正在采取折扣优惠和品牌重塑等措施来提振直销渠道需求,预计随着这些措施的逐步见效,直销渠道将在未来几个季度逐步好转 [40][41] 问题2 **Cory Carpente 提问** Frontdoor应用下载量近200万,是否主要来自有机需求,公司在转化优化方面有何进展 [45][46] **William Cobb 回答** Frontdoor应用作为公司提供综合家居服务的入口,公司正在不断完善功能和体验,以提高用户粘性和转化率,而非单纯追求下载量 [46] 问题3 **Ian Zaffino 提问** 公司是否考虑通过调整价格来刺激直销渠道需求增长,同时请分析一下各类成本要素的涨幅情况 [50][51] **William Cobb 回答** 公司正在采取折扣优惠和品牌重塑等综合措施来提振直销渠道,而不仅仅依赖于价格调整 [50] **Jessica Ross 回答** 公司整体的通胀压力已有所缓解,从原材料、人工到监管等各方面都在逐步好转 [51]

业绩总结 - 公司2024年第一季度营收为3.78亿美元，同比增长3%[25] - 毛利率扩大至51%，增长510个基点[10] - 调整后的EBITDA增长33%，达到7,100万美元[10] - 2024年第一季度净利润增长56%[16] - 2024年第一季度自由现金流为7300万美元[20] 用户数据 - 美国家庭保障市场潜力巨大，超过130万家庭[13] - 美国家庭保障市场增长潜力高达4%以上[13] 新产品和新技术研发 - 房地产销售表现不佳，库存紧张，市场偏向卖方[12] 市场扩张和并购 - 2024年第一季度，公司营收为3.78亿美元，同比增长3%[25] - 毛利润为1.95亿美元，占营收的51.5%[25] - 调整后的EBITDA为7.1亿美元，较去年同期增长18%[26] - 自由现金流为7.3亿美元，较去年同期增长40%[28] - 公司净债务为3.83亿美元，净债务与调整后的EBITDA比率为1.05[29]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________________ FORM 10-Q ________________________________________________ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 o r TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-38617 ______________________________________ ...

For the quarter ended March 2024, Frontdoor (FTDR) reported revenue of $378 million, up 3% over the same period last year. EPS came in at $0.43, compared to $0.29 in the year-ago quarter.The reported revenue represents a surprise of +0.44% over the Zacks Consensus Estimate of $376.36 million. With the consensus EPS estimate being $0.20, the EPS surprise was +115.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...