ADT demonstrated strong financial performance with record recurring revenue, increased cash flow, and solid strategic acquisitions. There were challenges, particularly in the State Farm partnership and dealer channel performance, but these were offset by strong cash generation, customer satisfaction, and strategic execution.

Company Guidance -

Q3 2025

During the ADT Second Quarter 2025 earnings call, the company reported strong financial results, highlighting several key metrics. ADT achieved a record recurring monthly revenue of $363 million, a 2% year-over-year increase, and total revenue grew by 7% to $1.3 billion. The company also posted an adjusted earnings per diluted share of $0.23, representing a 35% increase. Adjusted free cash flow, including interest rate swaps, reached $500 million in the first half, up 38%, enabling ADT to return $589 million to shareholders through share repurchases and dividends. Customer attrition improved slightly to 12.8%, down 0.1 percentage point from the previous year. Additionally, ADT completed a strategic acquisition of approximately 50,000 subscribers for $89 million. The company reaffirmed its full-year guidance, with expectations for total revenue, adjusted EBITDA, and adjusted free cash flow, while raising its adjusted earnings per share guidance by $0.04 to $0.81-$0.89 per share.

Record Recurring Monthly Revenue

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

Total Revenue Growth

ADT achieved a total revenue increase of 7% year-over-year.

Strong Cash Flow

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

Increased Adjusted Earnings Per Share

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

Customer Retention and Satisfaction

Customer attrition remained solid at 12.8%, and the company achieved a record NPS score in June.

Successful Strategic Acquisition

Completed a strategic customer portfolio acquisition of approximately 50,000 subscribers for $89 million.

Strong Partnership with Google

The Nest Aware subscriber base surpassed 1 million customers, showing strong collaboration and smart home adoption.

AI Adoption in Customer Service

90% of customer service chats processed by AI agents, with nearly half resolved without live agent interaction.

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 0.21.

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