ADT Inc. Earnings Recaps
Q3 2025
Nov 4, 2025
ADT reported strong third-quarter results with notable revenue growth and improved earnings per share, reflecting the company’s resilient business model and effective execution of its strategic initiatives.
Key takeaways
- Total revenue increased by 4% year-over-year to $1.3 billion, while adjusted EBITDA grew by 3% to $676 million.
- Adjusted earnings per diluted share rose 15% to $0.23, and adjusted free cash flow reached $709 million year-to-date.
- Recurring monthly revenue increased 1% year-over-year to $362 million, despite a slight uptick in attrition to 13%.
- Continued investments in the ADT+ platform are enhancing customer experience and driving adoption, with 25% of new customers utilizing the platform.
- The company returned $746 million to shareholders through share repurchases and dividends, showcasing strong capital return strategies.
Q2 2025
Jul 25, 2025
Strong demand and strategic investments drove ADT's solid Q2 performance, highlighted by record recurring revenue and a significant increase in adjusted EPS.
Key takeaways
- Recurring monthly revenue reached a record $363 million, up 2% year-over-year.
- Adjusted earnings per diluted share soared to $0.23, reflecting a 35% increase.
- Adjusted free cash flow rose 38%, totaling $500 million for the first half of the year, facilitating $589 million returned to shareholders through repurchases and dividends.
- Customer satisfaction metrics achieved a three-year high, with a record Net Promoter Score in June.
- The partnership with Google yielded over 1 million Nest Aware subscribers, demonstrating strong traction in the smart home segment.