The earnings call reflected a strong overall performance with impressive revenue growth, record recurring revenue, and increases in customer satisfaction metrics. However, challenges remain with certain partnerships and customer payment behaviors. ADT has successfully managed to offset these challenges with strategic initiatives.

Company Guidance

During the ADT Second Quarter 2025 Earnings Call, several key metrics highlighted the company's strong performance and strategic initiatives. ADT reported a record recurring monthly revenue balance of $363 million, reflecting a 2% year-over-year increase. Total revenue grew by 7%, and the company achieved an impressive 35% rise in adjusted earnings per diluted share to $0.23. The adjusted free cash flow, including interest rate swaps, reached $500 million in the first half, marking a 38% increase, enabling $589 million to be returned to shareholders through share repurchases and dividends. Customer attrition was reported at 12.8%, down 0.1 percentage points from the previous year. Additionally, ADT completed a strategic customer portfolio acquisition for $89 million, adding approximately 50,000 subscribers. The company reaffirmed its full-year guidance, raising the adjusted earnings per share range to $0.81 to $0.89, while maintaining its revenue, adjusted EBITDA, and free cash flow outlook.

Record Recurring Monthly Revenue

ADT reported a record recurring monthly revenue balance of $363 million, which was up 2% year-over-year.

Strong Revenue Growth

Total revenue increased by 7% to $1.3 billion.

Impressive Earnings Per Share Growth

Adjusted earnings per diluted share increased by 35% to $0.23 for the quarter.

Solid Cash Flow Generation

Adjusted free cash flow, including interest rate swaps, was $500 million through the first half, up 38%.

Customer Satisfaction

ADT achieved a record Net Promoter Score (NPS) in June, maintaining customer satisfaction at a 3-year high.

Google Partnership Success

The Nest Aware subscriber base surpassed 1 million customers, underscoring strong collaboration with Google.

Adt (ADT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.21 / -	0.2	―	―	―
Jul 24, 2025	2025 (Q2)	0.20 / 0.23	0.17	35.29% (+0.06)
Apr 24, 2025	2025 (Q1)	0.19 / 0.21	0.16	31.25% (+0.05)
Feb 27, 2025	2024 (Q4)	0.19 / 0.20	0.25	-20.00% (-0.05)
Oct 24, 2024	2024 (Q3)	0.17 / 0.20	0.08	150.00% (+0.12)
Aug 01, 2024	2024 (Q2)	0.17 / 0.17	0.16	6.25% (+0.01)
Apr 25, 2024	2024 (Q1)	0.15 / 0.16	0.12	33.33% (+0.04)
Feb 28, 2024	2023 (Q4)	0.05 / 0.25	0.1	150.00% (+0.15)
Nov 02, 2023	2023 (Q3)	0.04 / 0.08	0.1	-20.00% (-0.02)
Aug 08, 2023	2023 (Q2)	0.06 / 0.16	0.17	-5.88% (-0.01)

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
Jul 24, 2025	$8.43	$8.67	+2.85%
Apr 24, 2025	$7.86	$7.70	-2.04%
Feb 27, 2025	$7.42	$8.01	+7.95%
Oct 24, 2024	$6.77	$7.97	+17.73%

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 Oct 30, 2025, After Close (Confirmed).

What is Adt Inc (ADT) earnings time?

Adt Inc (ADT) earnings time is at Oct 30, 2025, 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 2025 (Q3) is 0.22.

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