Home warranty company Frontdoor (NASDAQ: FTDR) will be reporting earnings this Thursday morning. Here’s what investors should know.

Frontdoor beat analysts’ revenue expectations last quarter, reporting revenues of $618 million, up 14.4% year on year. It was a mixed quarter for the company, with a decent beat of analysts’ EBITDA estimates but EBITDA guidance for next quarter missing analysts’ expectations.

Is Frontdoor a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Frontdoor’s revenue to grow 10.1% year on year, improving from the 4.6% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Frontdoor rarely misses Wall Street’s revenue estimates.

Looking at Frontdoor’s peers in the consumer discretionary - specialized consumer services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. 1-800-FLOWERS’s revenues decreased 9.5% year on year, meeting analysts’ expectations, and Matthews reported a revenue decline of 29.1%, topping estimates by 0.8%. 1-800-FLOWERS traded up 6.9% following the results while Matthews’s stock price was unchanged.

Read our full analysis of 1-800-FLOWERS’s results here and Matthews’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the consumer discretionary - specialized consumer services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.3% on average over the last month. Frontdoor is down 6.1% during the same time and is heading into earnings with an average analyst price target of $59.33 (compared to the current share price of $55.56).

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