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Adt Inc (ADT)
NYSE:ADT
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.21Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a mostly positive long-term strategic outlook underpinned by solid 2025 financial results (revenue +5%, EBITDA +4%, adjusted EPS +19%, free cash flow +16%), meaningful capital returns, deleveraging progress, and the acquisition of Origin AI to drive product differentiation. However, ADT is positioning 2026 as a transition year with flat revenue and EPS, near-term investments (~$50M), tariff-related acquisition cost headwinds (~$45M), channel rationalization that may reduce organic gross adds, elevated attrition (13.1%), and an EBITDA drag from DIY expansion. On balance, the company shows strong cash generation, disciplined capital allocation, and promising strategic investments that support a constructive long-term outlook despite short-term operational and timing headwinds.Company Guidance
Revenue Growth and Scale
Full-year 2025 revenue of $5,100,000,000, up 5% year-over-year, supported by a $4.3B annualized recurring monthly revenue base (RMR) and national scale with ~6,000,000 customers.
Strong Profitability and EPS Expansion
Adjusted EBITDA of $2,680,000,000, up 4% year-over-year; adjusted EPS increased 19% to $0.89 per share, benefiting from EBITDA growth and lower share count.
Improved Free Cash Flow and Capital Returns
Adjusted free cash flow (including interest rate swaps) grew 16% in 2025; ADT returned nearly $800,000,000 to shareholders in 2025 (~$600,000,000 repurchases and $187,000,000 dividends) and has returned $1,600,000,000 since 2021.
Balance Sheet and Leverage Progress
Leverage reduced to 2.7x adjusted EBITDA after multiple debt transactions (including refinancing 2028 notes and most April 2026 notes); management targeting 2.5x leverage going forward.
Strategic Acquisition of Origin AI
Acquisition of Origin AI (Wi‑Fi based AI sensing IP: ~200 patents, ~50 employees) to integrate ambient sensing into ADT Plus; pilot expected in 2026 with platform commercialization beginning in 2027 and a concurrent five-year minimum $30,000,000 agreement with Verisure.
Operational Service Improvements via Virtualization and AI
~50% of service calls handled via remote diagnosis (reduced truck rolls); 23% of calls routed through AI in 2025 with improving containment; all chat routed through AI by year-end—improving service efficiency and customer experience.
Multiyear Financial Framework and Growth Targets
New multiyear targets: revenue CAGR 5%, EPS CAGR 10%, adjusted free cash flow growth >10%; goal of 1,000,000 additional subscribers by 2030 and targeting 11% attrition longer-term.
Shareholder-Friendly Announcements
Announced new three-year $1,500,000,000 share repurchase authorization and maintained quarterly dividend of $0.055 per share.
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 |
|---|---|---|---|
Mar 02, 2026 | $8.02 | $7.12 | -11.22% |
Nov 04, 2025 | $8.73 | $8.03 | -8.08% |
Jul 24, 2025 | $8.32 | $8.56 | +2.85% |
Apr 24, 2025 | $7.75 | $7.60 | -2.03% |
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 May 06, 2026, After Close (Confirmed).
What is Adt Inc (ADT) earnings time?
Adt Inc (ADT) earnings time is at May 06, 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 (Q1) is 0.21.