Summary
ADT's Plunge Is A Great Buying Opportunity (Upgrade)
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 Inc. (ADT) Q4 2025 Earnings Call Transcript
ADT (ADT) Q4 Earnings Surpass Estimates
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.
ADT Inc. (ADT) FAQ
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ADT Inc. Profile
| IT Services Industry | Information Technology Sector | James David DeVries CEO | NYSE Exchange | 00090Q103 CUSIP |
| US Country | 12,800 Employees | 11 Dec 2025 Last Dividend | - Last Split | 19 Jan 2018 IPO Date |
Overview
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.
Products and Services
- Burglar and Life Safety Alarms: ADT’s security solutions are designed to safeguard against intrusion, offering comprehensive protection through burglar alarms and life safety systems that detect smoke, fire, carbon monoxide, and other environmental hazards.
- Smart Security Cameras: These cameras offer real-time surveillance capabilities, allowing customers to monitor their premises for enhanced security and peace of mind.
- Smart Home Automation Systems: ADT’s automation solutions enable customers to control their home security systems remotely, using smartphones, applications, or touchscreen panels, facilitating the arm/disarm of systems, and management of connected devices.
- Video Surveillance Systems: Providing an extra layer of security, these systems enable video recording and viewing in real-time, which can be integrated with other smart home devices for comprehensive monitoring.
- Environmental and Personal Emergency Solutions: Apart from intrusion detection, ADT systems are equipped to sense various environmental conditions and hazards. They also provide crucial support in personal medical emergencies, ensuring timely assistance.
- Automation and Smart Home Solutions: These services allow for the customization and automation of schedules for connected devices, system reactions to specific events, and integration with third-party devices, enhancing the overall smart home experience.
- Energy Storage and Efficiency Upgrades: Beyond security solutions, ADT offers energy storage options and energy efficiency upgrades to help customers manage energy consumption and reduce costs.
- Roofing Services: Extending its portfolio, ADT also provides roofing services, ensuring customers have access to a comprehensive range of solutions for their home and business needs.
