How often does Frontdoor move more than the options market prices?

6 of the last 8 reports moved at least as far as the implied move.

FTDRNasdaqServices-To Dwellings & Other Buildings

Frontdoor, Inc. (FTDR) earnings date, market-implied expected move, and options open interest by expiry

92.76

pre 92.86 0.00%

Pre-market07:09 ETdelayed

Open92.86Volume885,653Mkt cap$6.4BP/E24.12EPS3.85

Day92.86 – 92.8650%52-wk48.47 – 93.4399%

FTDR

Frontdoor, Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 25

before open · in 112 days

est.Q4 FY26

Calendar

Next report

Last report

Nov 5

before open

confirmedNov 4 closethin chain

Implied vs realized

Largest filed tie

—

13F top-10 QoQ

+4.35%

shares held · 10 largest managers

13F · Jun 30 '26128d lag

384 managers

Top fund weight

0.17%

FTDR weight · IWM

N-PORTJun 30 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Frontdoor (FTDR) is expected to report on Feb 25 before open (estimated date).

Implied vs realized

8 reports

6 of 8≥ implied

avg implied: ±9.8%
avg realized: ±13.4%

Nov 4 '24Nov 4 '24confirmed±7.8%▲+6.89%×0.88

Feb 27 '25Feb 27 '25confirmed±10.1%▼−19.17%×1.89

May 1 '25May 1 '25confirmed±8.6%▲+13.18%×1.53

Aug 5 '25Aug 5 '25confirmed±10.4%▼−3.98%×0.38

Q3 FY25Nov 5 '25confirmed±8.3%▼−15.94%×1.93

Feb 26 '26Feb 26 '26confirmed±11.9%▲+16.80%×1.41

Q1 FY26Apr 30 '26confirmed±10.2%▲+13.27%×1.30

Q2 FY26Aug 6 '26confirmed±11.4%▲+17.73%×1.55

quarterimplied−20%0+20%realized×

Q2 FY26±11.4%▲+17.73%×1.55

Q1 FY26±10.2%▲+13.27%×1.30

Feb '26±11.9%▲+16.80%×1.41

Q3 FY25±8.3%▼−15.94%×1.93

Aug '25±10.4%▼−3.98%×0.38

May '25±8.6%▲+13.18%×1.53

2 older reports

Feb '25±10.1%▼−19.17%×1.89

Nov '24±7.8%▲+6.89%×0.88

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 4 close

0.08OI · 4 expiries · Nov 4 closeP/C open interest · Apr 16 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

2000%Nov 2015d28.5770%28.57

0—Dec 1843d0.00100%0.00

580%Jan 1571d0.421390%0.42

report · Feb 25 · before open · est.

80%Apr 16162d970%

ExpiryPutsCallsP/C

Nov 2015d2000%70%28.57

Dec 1843d0—100%0.00

Jan 1571d580%1390%0.42

report · Feb 25 · before open · est.

Apr 16162d80%970%0.08

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

19.38%as filednet margin · revenue +43.02% QoQ · +4.54% YoY

Revenue

$645M+43.02% QoQ

Gross profit

$378M+52.42% QoQ

58.60% margin

Operating income

$180M+176.92% QoQ

27.91% margin

Pre-tax income

$167M+227.45% QoQ

Net income

$125M+204.88% QoQ

19.38% margin

Cost of revenue

$267M+31.53% QoQ

Operating expenses

$198M+8.20% QoQ

SG&A $176M

Depreciation $20M

Other operating $2M

Other expense

$14M

Tax

$41M+310.00% QoQ

Revenue$645M+43.02%

Gross profit

$378M+52.42%

58.60% margin

Operating income

$180M+176.92%

27.91% margin

Pre-tax income

$167M+227.45%

Net income

$125M+204.88%

19.38% margin

Cost of revenue

$267M+31.53%

Operating expenses

$198M+8.20%

SG&A $176M

Depreciation $20M

Other operating $2M

Other expense

$14M

Tax$41M+310.00%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jun 30 '26 · width = $

Revenue flow

Intraday

No trades yet today.

Intraday

Event sensitivity

GDP ×1.51· ±2.4% vs ±1.6% · 19 releases

eventrelease day|move|up · n×base

GDPgross domestic product±2.4%8 of 19×1.51

FOMCrate decision±2.1%13 of 24×1.34

PPIproducer prices±1.9%5 of 10×1.16

PCEpersonal income & outlays±1.6%11 of 19×0.97

NFPjobs report±1.4%6 of 10×0.90

CPIconsumer prices±1.3%4 of 10×0.83

CPROFcorporate profits±0.9%6 of 12×0.53

Bar = avg |move| to ±3% · tick = ±1.6% avg day · ×base = |move| ÷ ±1.6% · min 6 releases

Earnings history

EPS 1.76 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 6 '26 · confirmed	1.76	—
Q1 FY26	Apr 30 '26 · confirmed	0.57	—
Q3 FY25	Nov 5 '25 · confirmed	1.42	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod