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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ADT (ADT) investor relations material
ADT Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Revenue for Q3 2025 grew 4% year-over-year to $1.3 billion, with adjusted EBITDA up 3% to $676 million and adjusted EPS up 15% to $0.23 per share.
Net income for Q3 2025 was $145 million, with diluted EPS from continuing operations at $0.17.
Adjusted Free Cash Flow reached $709 million year-to-date, up 36%, and $208 million in Q3, up 32%.
Returned $746 million to shareholders year-to-date through share repurchases and dividends.
Completed divestiture of the multifamily business for $56 million in October 2025.
Financial highlights
Monitoring and related services revenue up 2% year-over-year to $1.10 billion; installation and product revenue up 21% to $200 million.
Adjusted EBITDA margin was 52% for Q3 2025.
Gross subscriber additions were 210,000, adding $12.5 million in RMR; gross RMR and unit additions declined year-over-year.
Gross margin for Q3 2025 was approximately 81%.
End-of-period recurring monthly revenue (RMR) was $362 million, up 1% year-over-year.
Outlook and guidance
2025 guidance: total revenue $5.075–$5.175 billion, adjusted EBITDA $2.665–$2.715 billion, adjusted EPS $0.85–$0.89, adjusted free cash flow $800–$900 million.
On track to achieve full-year 2025 guidance metrics despite macroeconomic headwinds.
Management expects outright sales to increase as a proportion of direct channel transactions.
Company anticipates continued cost pressures from inflation and supply chain, offset by cost-saving initiatives and price increases.
No material impact expected from recent ownership change for tax attributes; evaluating OBBBA tax reform.
Capital allocation priorities post-divestitures?
ADT+ platform's long-term RMR impact?
Debt profile optimization beyond 2025?
How do 2026 cash taxes and borrowing costs net out?
ADT+ impact on customer retention over time?
State Farm digital relocation program details
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Frequently asked questions
ADT provides security, automation, and smart home solutions to consumer and business customers in the United States. The company installs systems that use interactive network operators and remote monitoring devices to help its customers protect their homes against fire, burglary, carbon monoxide poisoning, electrical failure, water damage, floods, intruders, and more. ADT Inc. was founded in 1874 and is headquartered in Boca Raton, Florida.
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