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Dec 31, 2025
ADT Q4 2025 Earnings Report
ADT reported fourth quarter 2025 results with modest revenue growth, higher operating income, and lower year-over-year GAAP earnings per share.
Key Takeaways
ADT generated Q4 2025 revenue of 1276000000, up 1% year-over-year, with operating income of 333000000. GAAP income from continuing operations was 146000000, or 0.17 per diluted share, while adjusted EPS increased to 0.23. Operating cash flow totaled 374000000 in the quarter.
Total revenue increased 1% year-over-year to 1276000000.
Operating income rose 9% to 333000000.
GAAP diluted EPS from continuing operations was 0.17, down from 0.21.
Adjusted income from continuing operations increased to 186000000.
Revenue by Segment
Forward Guidance
ADT introduced a refreshed multi-year financial framework targeting approximately 5% compounded annual revenue growth, 10% adjusted EPS growth, and more than 10% adjusted free cash flow growth, with 2026 adjusted free cash flow expected to grow approximately 20% while revenue and adjusted EPS remain approximately flat.
Positive Outlook
- Targeting approximately 5% compounded annual revenue growth.
- Targeting approximately 10% compounded annual adjusted EPS growth.
- Targeting more than 10% compounded annual adjusted free cash flow growth.
- 2026 adjusted free cash flow expected to grow approximately 20%.
- New 1500000000 share repurchase authorization announced.
Challenges Ahead
- 2026 revenue expected to be approximately flat year-over-year.
- 2026 adjusted EPS expected to be approximately flat year-over-year.
- Headwinds from tariffs incorporated into outlook.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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