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ADT
ADT (ADT) investor relations material
ADT Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Mar, 2026
Executive summary
Achieved $5.1 billion in 2025 revenue, up 5% year-over-year, with all key metrics meeting or exceeding guidance and strong cash generation.
Adjusted EBITDA grew 4% to $2.68 billion, and Adjusted EPS rose 19% to $0.89, reflecting strong operational performance.
Adjusted Free Cash Flow increased 16% to $863 million, supporting enhanced shareholder returns and capital flexibility.
Strategic focus on transforming smart home security through AI, proprietary platforms, and customer-centric innovation, including the acquisition of Origin AI for ambient sensing.
Net leverage ratio improved to 2.7x, with $791 million returned to shareholders via dividends and repurchases, and a new $1.5 billion share repurchase authorization announced.
Financial highlights
Total revenue reached $5.1 billion in 2025, up from $4.9 billion in 2024, driven by higher installation sales and pricing.
Adjusted EBITDA margin was 52%–52.3% for the year.
Adjusted Free Cash Flow (including interest rate swaps) was $863 million, up from $744 million in 2024.
Adjusted EPS increased to $0.89 from $0.75 year-over-year.
Monitoring and service margin held at ~85%, with customer retention at 87%.
Outlook and guidance
2026 revenue and Adjusted EPS expected to be flat versus 2025, with Adjusted Free Cash Flow targeted to grow ~20%.
Multi-year framework targets 5% revenue CAGR, 10% Adjusted EPS CAGR, and >10% Adjusted Free Cash Flow CAGR, with a net leverage ratio target of 2.5x or below.
Strategic initiatives focus on expanding TAM, improving loyalty, and driving efficiency.
Aiming for 1 million more subscribers by 2030, 11% attrition, and a two-year revenue payback.
Announced new three-year, $1.5 billion share repurchase authorization and maintained quarterly dividend.
Origin AI acquisition: expected impact on ADT+?
2026 flat outlook vs. multi-year growth targets
Capital allocation: repurchases vs. growth investments
Origin AI: commercialization timeline and RMR impact
DIY strategy: impact on subscriber mix and economics
2026 flat revenue/EPS: drivers for post-2026 reacceleration
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Next ADT earnings date
Q1 202623 Apr, 2026
ADT
Next ADT earnings date
Q1 202623 Apr, 2026
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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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