Varamir
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FTDR

Frontdoor, Inc.
76.68post−$0.07 (−0.09%)at close +$0.00 (+0.00%)
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as of 19:59:59 UTCnext report Nov 4 · 91d
Earnings Room‹ back to FTDR

The report

fiscal Q3 2026 · from the company's notice
Nov 4before open91days out

Expected movement

market-implied · at the Aug 4 close
±20.1%is what the chain prices between now and the expiry below. Not a view we hold.

That span is 164days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.

expiry Jan 15 · first after the reportATM strike 75straddle 18.15ATM IV 45%× 0.85 straddle-to-rangespot 76.68

Blast radius

2 linked · N-PORT + EDGAR

If FTDR moves ±20.1% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.

Positioning

4 expiries · as of the Aug 3 close

Contracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.

OI ΔPutsOI
Expiry
OICallsOI Δ
▲ +0%
47
Aug 21
18d
71
▲ +0%
first
0
Sep 18
46d
2
▲ +0%
▲ +0%
12
Oct 16
74d
142
▲ +0%
▲ +0%
34
Jan 15
165d
125
▲ +0%

The record

expected in pale · actual in full color
6/8reports moved further than the options market had pricedtypically ±12.8% realized vs ±9.6% priced
Apr 30 '26±10.2%+13.3%×1.30
Feb 26 '26±11.9%+16.8%×1.41
Nov 5 '25±8.3%15.9%×1.93
Aug 5 '25±10.4%4.0%×0.38
May 1 '25±8.6%+13.2%×1.53
Feb 27 '25±10.1%19.2%×1.89
Nov 4 '24±7.8%+6.9%×0.88
Aug 1 '24±9.7%+12.8%×1.32
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported 0.57 · rev $451M
record note

The note composes when the report lands. Nothing is written for a quarter that hasn't been read.