Adt Inc (ADT)
NYSE:ADT
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.22Last Year’s EPS
0.23Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong cash generation, disciplined capital allocation (notably large share repurchases), and significant strategic investments in ADT Plus, Origin AI and AI-driven service efficiency — all positive indicators for future margin expansion and product differentiation. Near-term trade-offs include intentional tightening of acquisition channels and credit policies that weighed on gross adds, a modest top-line growth outlook (revenues and RMR roughly flat), increased allowance for credit losses, and Q2 cash flow seasonality tied to SAC and advertising for the ADT Blue launch. Overall, the positives around cash flow, balance sheet strength, product roadmap and operational efficiency materially outweigh the contained, largely intentional near-term headwinds.Company Guidance
Strong Free Cash Flow Generation
Adjusted free cash flow (including swaps) of $414M in Q1, up $187M or >80% year-over-year, driven by lower cash interest, working capital timing and profitability; company reiterates ~20% adjusted free cash flow growth for full-year 2026.
Earnings and Profitability Improvement
Adjusted earnings per diluted share of $0.23, up 10% year-over-year; adjusted EBITDA of $674M, up 2% versus prior year; total revenue of $1.3B, up 1% year-over-year.
Durable Recurring Revenue and Unit Economics
Durable recurring monthly revenue (RMR) of $359M, flat versus prior year; gross revenue attrition steady at 13.1%; revenue payback period of 2.3 years with a long-term target to reach ~2.0x or lower.
Product & Technology Momentum (ADT Plus and Origin AI)
ADT Plus adoption gaining traction — ~30% of Q1 new customer additions included ADT Plus; acquired Origin AI to add ambient-sensing capabilities, completed design of a smart plug for integration; launched LiveLite and MySafety (35k activations) to expand platform features.
AI Deployment Driving Service Efficiency
AI routing deployed across chat (100% routed) and ~50% of phone calls initially; chat containment improved from 45% in Q1 to ~60% in April; call containment improved from 16% in Q1 to ~25% in April; AI expected to reduce cost and truck rolls, with multi-million dollar savings potential.
Installation Revenue Mix and New Customer Additions
Installation revenue of $198M, up 7% year-over-year, reflecting higher mix of outright equipment sales tied to ADT Plus; added 161k gross new subscribers contributing $10.1M of RMR with lower cash SAC.
Capital Allocation and Shareholder Returns
Board authorized $1.5B three-year repurchase program; Q1 retirements of ~18M shares for $116M and year-to-date repurchases of ~35M shares for $230M; returned $161M to shareholders during the quarter.
Solid Balance Sheet and Liquidity
Net debt of $7.3B with leverage ~2.7x adjusted EBITDA; weighted average debt maturity ~5 years and cost of debt ~4.3%; $800M revolving credit facility and $119M cash on hand at quarter end.
ADT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ADT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $7.17 | $7.53 | +5.02% |
Mar 02, 2026 | $7.95 | $7.06 | -11.22% |
Nov 04, 2025 | $8.66 | $7.96 | -8.09% |
Jul 24, 2025 | $8.25 | $8.48 | +2.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Adt Inc (ADT) report earnings?
Adt Inc (ADT) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Adt Inc (ADT) earnings time?
Adt Inc (ADT) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ADT EPS forecast?
ADT EPS forecast for the fiscal quarter 2026 (Q2) is 0.22.