ADT Inc
NYSE:ADT

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ADT Inc
NYSE:ADT
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Price: 8 USD -0.37% Market Closed
Market Cap: 6.6B USD

ADT Inc
Investor Relations

Once upon a time in American business history, a company emerged with a focus on safeguarding homes and businesses. ADT Inc., which initially began as a telegraph delivery company in the 19th century, gradually transformed into one of the leading providers of security and automation solutions. With innovation and strategic growth as its driving forces, ADT shaped its offerings to meet the evolving needs of its customers. The company became synonymous with security by providing essential services such as alarm monitoring, video surveillance, and smart home technology. By integrating advanced technology with customer-centric services, ADT tapped into the ever-growing desire for safety and convenience, embedding itself into the everyday lives of millions of Americans.

At the core of ADT's operations lies a robust subscription-based model, which ensures a steady stream of revenue. Its business thrives on offering bundled packages, allowing customers to choose from entry-level systems to more sophisticated setups involving cameras, thermostats, and digital locks. Customers pay regular fees for monitoring services, which are facilitated through ADT's extensive network of monitoring centers staffed 24/7. This continuous surveillance ensures prompt responses to emergencies, cementing ADT's value proposition. Furthermore, ADT has ventured into business security solutions, thus broadening its market reach while maintaining strong customer retention through updated tech offerings and reliable service, creating a consistent and trusted brand in the realm of security solutions.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 4, 2025
AI Summary
Q3 2025

Revenue Growth: ADT reported third quarter revenue of $1.3 billion, up 4% year-over-year.

Strong Cash Flow: Adjusted free cash flow reached $208 million for Q3, up 32%, and $709 million year-to-date, up 36%.

EPS and EBITDA: Adjusted EPS was $0.23 in the quarter (up 15% YoY); adjusted EBITDA was $676 million, up 3%.

Guidance Reaffirmed: Management narrowed full-year guidance ranges but kept midpoints unchanged, maintaining confidence in hitting original 2025 targets for revenue and cash flow.

Attrition Tick-Up: Customer attrition was 13%, higher than the prior quarter and above budget, though management expects improvements from new initiatives.

Innovation and AI: ADT+ adoption is rising, with 25% of new customers using the platform; AI-driven customer service initiatives are reducing costs and field service calls.

Disciplined Capital Allocation: $746 million returned to shareholders year-to-date through share repurchases and dividends; leverage at 2.8x adjusted EBITDA.

Macro Caution: Management noted a cautious consumer environment and some pressure from tariffs and higher interest rates, but sees the business as resilient.

Key Financials
Revenue
$1.3B
Adjusted EBITDA
$676M
Adjusted Free Cash Flow
$208M (Q3); $709M YTD
Adjusted EPS
$0.23 (Q3), $0.67 YTD
Recurring Monthly Revenue (RMR)
$362M
Gross Subscriber Additions
210,000
Installation Revenue
$200M
Shareholder Returns
$746M YTD
Leverage Ratio
2.8x adjusted EBITDA
Net Debt
$7.5B
Customer Attrition
13%
Earnings Call Recording
Other Earnings Calls

Management

Mr. James David DeVries
CEO, President & Chairman
No Bio Available
Mr. Jeffrey A. Likosar
CFO and President of Corporate Development & Transformation
No Bio Available
Mr. Donald M. Young
Executive VP & COO
No Bio Available
Mr. David W. Smail Esq.
Executive VP, Chief Legal Officer & Secretary
No Bio Available
Mr. Wayne D. Thorsen
Executive VP & Chief Business Officer
No Bio Available
Mr. Steven Burzo
VP, Chief Accounting Officer & Controller
No Bio Available
Raya Sevilla
Senior VP & CTO
No Bio Available
Mr. David A. Scott
Executive VP and Chief People & Administration Officer
No Bio Available
Mr. DeLu Jackson
Executive VP and Chief Marketing & Communications Officer
No Bio Available
Ms. Amelia O. Pulliam
Senior VP & Chief Human Resources Officer
No Bio Available

Contacts

Address
FLORIDA
Boca Raton
1501 W Yamato Rd
Contacts
+12125153200.0
www.adt.com