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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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ADT (ADT) investor relations material
ADT Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
Revenue grew 7% year-over-year to $1.3B, with record recurring monthly revenue of $363M and a stable 6.4M subscriber base.
Net income from continuing operations rose 33% to $168M, with adjusted EPS up 35% to $0.23.
Adjusted EBITDA for Q2 was $674M, up 7% year-over-year, with margin steady at 52%.
Completed exit from the Solar business and made a strategic acquisition of 50,000 subscribers for $89M.
Customer satisfaction and retention remained strong, with attrition at 12.8% and record NPS.
Financial highlights
Total revenue for Q2 2025 was $1.3B (+7%); adjusted EBITDA $674M (+7%); adjusted EPS $0.23 (+35%).
Monitoring and related services revenue up 2% to $1.09B; installation and product revenue up 44% to $197M.
Adjusted free cash flow (including swaps) was $274M for Q2 and $500M year-to-date, up 38%.
Net cash from operating activities for the first half was $1.03B, up $104M year-over-year.
Gross margin for Q2 2025 was approximately 80.6%.
Outlook and guidance
2025 guidance reiterated: total revenue $5.025–$5.225B, adjusted EBITDA $2.65–$2.75B, adjusted EPS $0.81–$0.89, and adjusted free cash flow $800–$900M.
Guidance reflects durable RMR base, higher outright sales mix, and efficiency improvements.
Third quarter adjusted EBITDA and EPS expected to be similar or slightly lower than Q2; larger sequential decline in adjusted free cash flow due to timing of cash interest.
Tariff exposure and macroeconomic risks expected to be manageable within guidance.
Company expects to maintain strong liquidity and meet all operational and debt obligations over the next twelve months.
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Next ADT earnings date
Q3 202523 Oct, 2025
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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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