Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
ADT Inc. ( ADT ) Q3 2025 Earnings Call November 4, 2025 10:00 AM EST Company Participants Elizabeth Landers - Investor Relations Officer James DeVries - CEO, President & Chairman Jeffrey Likosar - CFO and President of Corporate Development & Transformation Conference Call Participants Peter Christiansen - Citigroup Inc., Research Division Ashish Sabadra - RBC Capital Markets, Research Division John Ronan Kennedy - Barclays Bank PLC, Research Division Toni Kaplan - Morgan Stanley, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, and thank you for standing by. My name is Mark, and I will be your conference operator today.
ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.2 per share a year ago.
ADT remains undervalued versus newly listed peer Verisure, supported by strong revenue growth, improving profitability, and a high share of recurring revenue. ADT's business is supported by partnerships with Google and State Farm, ongoing debt reduction, and aggressive share buybacks, boosting shareholder yield to 11%. Customer churn and static subscriber numbers remain challenges, but investments in AI, remote assistance, and smart home solutions aim to improve retention.
Here is how ADT (ADT) and Ashtead Group PLC (ASHTY) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Rising awareness for safety and security among people favors the Zacks Security and Safety Services industry's near-term prospects. ALLE, ADT, LIF and ALRM are some notable stocks in the industry.
ASTH, BJRI, ADT, KT and GSL stand out with low EV-to-EBITDA ratios and strong earnings growth forecasts.
Here is how ADT (ADT) and Ashtead Group PLC (ASHTY) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
I downgrade ADT to Hold as rising churn, dealer softness, and weak State Farm partnership undermine my previous bullish thesis. Despite strong headline growth and raised FY25 EPS guidance, underlying organic momentum is weakening and execution risks are rising. Bulk account acquisitions are masking core dealer channel weakness, making growth less sustainable and more volatile going forward.
Adriatic Metals PLC (LSE:ADT1, ASX:ADT, OTCQX:ADMLF) increased production by nearly a quarter in the three months to the end of June but lowered its guidance for the full year, citing changes to its operational plans. The London-listed miner produced 1.7 million ounces of silver equivalent (AgEq) in the second quarter, a 23% rise on the previous three months.