The earnings call highlighted solid financial performance with revenue and cash flow growth, strong earnings per share, and effective debt management. However, challenges such as increased attrition, lower subscriber additions, and underperformance in the State Farm partnership were noted. Despite these issues, the overall sentiment leans positive due to the strong financial metrics and strategic initiatives.
Company Guidance
During the ADT Third Quarter 2025 earnings call, the company provided several key financial metrics. ADT reported a 4% increase in total revenue, reaching $1.3 billion. Adjusted EBITDA rose by 3% to $676 million, while adjusted earnings per diluted share increased by 15% year-over-year to $0.23. The company highlighted robust cash flow, with adjusted free cash flow, including interest rate swaps, amounting to $709 million year-to-date. ADT returned $746 million to shareholders through share repurchases and dividends. The recurring monthly revenue balance was $362 million, up 1% year-over-year, although attrition ticked up to 13%. Despite some external pressures, such as tariffs and interest rates, ADT remains confident in its 2025 strategy, focusing on its core pillars of unrivaled safety, innovative offerings, and a premium customer experience.
Revenue and Cash Flow Growth
Total revenue grew 4% to $1.3 billion, and adjusted free cash flow, including interest rate swaps, reached $709 million year-to-date, up 36%.
Strong Earnings Per Share
Adjusted earnings per diluted share increased 15% year-over-year to $0.23.
Shareholder Returns
Returned $746 million to ADT shareholders through share repurchases and dividends year-to-date.
Product and Innovation
Launched the ADT+ Alarm Range Extender and achieved 25% penetration of new customer additions with the ADT+ platform.
Debt Management
Closed on $1 billion bond and $300 million add-on to 2032 Term Loan B, reducing borrowing costs and extending maturities.
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
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
Nov 04, 2025
$8.79
$8.08
-8.08%
Jul 24, 2025
$8.38
$8.61
+2.74%
Apr 24, 2025
$7.81
$7.65
-2.05%
Feb 27, 2025
$7.38
$7.96
+7.86%
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 Mar 03, 2026, After Close (Confirmed).
What is Adt Inc (ADT) earnings time?
Adt Inc (ADT) earnings time is at Mar 03, 2026, 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.