ADT Inc. shares dropped 10.4% after Q4 2025 results missed revenue and EPS expectations, with flat guidance for 2026. I see ADT as a Strong Buy due to its low valuation, aggressive capital returns, and ongoing investments in AI-driven growth. Despite higher attrition and a multifamily business divestiture, ADT's recurring revenue and cash flow metrics remain robust.
ADT Inc. (ADT) Q4 2025 Earnings Call Transcript
ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.2 per share a year ago.
| IT Services Industry | Information Technology Sector | James David DeVries CEO | XDUS Exchange | US00090Q1031 ISIN |
| US Country | 12,800 Employees | 11 Dec 2025 Last Dividend | - Last Split | 19 Jan 2018 IPO Date |
ADT Inc. specializes in providing a vast range of security, interactive, and smart home solutions primarily catered to residential and small business clients across the United States. Operating through its two main segments, Consumer and Small Business, and Solar, ADT is committed to enhancing the safety and convenience of its customers through innovative technologies and services. Known for its robust security systems alongside smart home automation, ADT also ventures into energy storage, energy efficiency upgrades, and roofing services. Transitioned from Prime Security Services Parent, Inc., it rebranded to ADT Inc. in September 2017, continuing its legacy since its inception in 1874. Headquartered in Boca Raton, Florida, ADT remains a prominent name in the security industry, offering products under notable brands such as ADT, ADT Pulse, ADT+, and ADT Commercial.