Earnings summaries and quarterly performance for ADT.
Executive leadership at ADT.
James D. DeVries
Detailed
Chairman of the Board, President and Chief Executive Officer
CEO
David Scott
Detailed
Executive Vice President, Chief People and Administration Officer
David W. Smail
Detailed
Executive Vice President, Chief Legal Officer and Secretary
DeLu Jackson
Detailed
Executive Vice President and Chief Marketing Officer
Fawad Ahmad
Detailed
Executive Vice President and Chief Operating and Customer Officer
Jeffrey A. Likosar
Detailed
President, Corporate Development and Transformation, and Chief Financial Officer
Omar Khan
Detailed
Executive Vice President and Chief Business Officer
Todd Dernberger
Detailed
Executive Vice President and Chief Growth Officer
Board of directors at ADT.
Benjamin Honig
Detailed
Director
Daniel Houston
Detailed
Director
Danielle Tiedt
Detailed
Director
Marques Coleman
Detailed
Director
Matthew E. Winter
Detailed
Lead Independent Director
Nicole Bonsignore
Detailed
Director
Paul J. Smith
Detailed
Director
Reed B. Rayman
Detailed
Director
Sigal Zarmi
Detailed
Director
Suzanne Yoon
Detailed
Director
Thomas Gartland
Detailed
Director
Tracey R. Griffin
Detailed
Director
Research analysts who have asked questions during ADT earnings calls.
David Paige Papadogonas
RBC Capital Markets
3 questions for ADT
Also covers: ADP, APG, CLVT +5 more
Peter Christiansen
Citigroup Inc.
3 questions for ADT
Also covers: ADP, ALIT, BLSH +12 more
Ronan Kennedy
Barclays
3 questions for ADT
Also covers: CTAS, ECL, FA +8 more
Keen Fai Tong
Goldman Sachs Group Inc.
2 questions for ADT
Also covers: BCO, BFAM, BV +21 more
Yehuda Silverman
Morgan Stanley
2 questions for ADT
Also covers: BV, CTAS, GBTG +1 more
Alex Locker
Goldman Sachs
1 question for ADT
George Tong
Goldman Sachs
1 question for ADT
Also covers: BCO, BFAM, BV +24 more
Toni Kaplan
Morgan Stanley
1 question for ADT
Also covers: ARMK, BFAM, BV +18 more
William Chiu
RBC Capital Markets
1 question for ADT
Recent press releases and 8-K filings for ADT.
ADT Reports Strong Q3 2025 Results and Updates Full-Year Guidance
ADT
Earnings
Guidance Update
Share Buyback
- ADT delivered strong financial results in Q3 2025, with total revenue growing 4% to $1.3 billion, adjusted EBITDA increasing 3% to $676 million, and adjusted earnings per diluted share rising 15% year-over-year to $0.23.
- The company generated $709 million in adjusted free cash flow year-to-date, up 36%, and returned $746 million to shareholders through share repurchases and dividends during the same period.
- For the full year 2025, ADT tightened its guidance ranges, now expecting total revenue between $5.075 billion and $5.175 billion, adjusted EPS between $0.85 and $0.89, and maintaining adjusted free cash flow guidance of $800 million to $900 million.
- Recurring monthly revenue (RMR) balance reached $362 million, up 1% year-over-year, while attrition for the quarter ticked up to 13%.
- Strategic initiatives include the expansion of ADT Plus, which now accounts for approximately 25% of new customer additions, and continued leveraging of AI in customer service operations.
Nov 4, 2025, 3:00 PM
ADT Reports Solid Q3 2025 Results, Updates Full-Year Guidance, and Refinances Debt
ADT
Earnings
Guidance Update
Debt Issuance
- ADT reported Q3 2025 revenue of $1.3 billion, a 4% increase, with adjusted EBITDA up 3% to $676 million and adjusted EPS of $0.23, a 15% increase year-over-year.
- Year-to-date, adjusted free cash flow reached $709 million, up 36%, and $746 million was returned to shareholders through repurchases and dividends.
- The company tightened its full-year 2025 guidance, expecting total revenue between $5.075 billion and $5.175 billion and adjusted EPS in the range of $0.85 to $0.89.
- ADT successfully refinanced debt, extending nearly $2.5 billion of upcoming maturities and reducing its borrowing cost to 4.3%.
- Customer attrition for Q3 2025 ticked up to 13%, with management anticipating improvements from ongoing initiatives in Q1-Q2 2026.
Nov 4, 2025, 3:00 PM
ADT Announces Q3 2025 Financial Results
ADT
Earnings
Dividends
Share Buyback
- ADT reported Q3 2025 total revenue of $1.3 billion, marking a 4% increase year-over-year, and Adjusted EPS of $0.23, which is up 15%.
- Adjusted Free Cash Flow (including interest rate swaps) increased by 32% to $208 million in Q3 2025, while Adjusted EBITDA grew 3% to $676 million.
- The company strengthened its balance sheet, reducing its net leverage ratio to 2.8x in Q3 2025 and achieving $2 billion in debt reduction since 2022.
- ADT returned capital to shareholders by raising its quarterly dividend by 57% to $0.055/share in January 2024 and executing $846 million in share repurchases since January 2024.
Nov 4, 2025, 3:00 PM
ADT Inc. Reports Strong Q3 2025 Results and Updates Full-Year Guidance
ADT
Earnings
Guidance Update
Share Buyback
- ADT Inc. reported Q3 2025 total revenue of $1.3 billion, an increase of 4% year-over-year, with end-of-period recurring monthly revenue (RMR) growing 1% to $362 million.
- For Q3 2025, the company achieved Adjusted EPS of $0.23 and Adjusted Free Cash Flow (including interest rate swaps) of $208 million.
- ADT updated its full-year 2025 guidance, projecting Total Revenue between $5,075 million and $5,175 million and Adjusted EPS between $0.85 and $0.89.
- Year-to-date, ADT returned $746 million to shareholders through share repurchases and dividends, including repurchasing 13 million shares for $112 million in Q3 2025.
Nov 4, 2025, 12:00 PM
ADT Reports Third Quarter 2025 Results and Updates Full-Year Guidance
ADT
Earnings
Guidance Update
Share Buyback
- ADT reported Q3 2025 total revenue increased 4% to $1.3 billion, with GAAP income from continuing operations of $144 million or $0.17 per diluted share, and Adjusted Free Cash Flow (including interest rate swaps) of $208 million.
- Year-to-date, ADT returned $746 million to shareholders through share repurchases and dividends, including $157 million in Q3 2025 which involved repurchasing 13 million shares for $112 million.
- The company updated its 2025 guidance, raising the lower end of its Total Revenue range to $5,075 - $5,175 million and Adjusted EPS to $0.85 - $0.89, while maintaining Adjusted Free Cash Flow (including interest rate swaps) guidance at $800 - $900 million.
Nov 4, 2025, 11:55 AM
ADT Security Corporation Issues $1 Billion 5.875% Senior Secured Notes
ADT
Debt Issuance
- ADT Security Corporation has issued $1,000,000,000 in 5.875% First-Priority Senior Secured Notes due 2033.
- These notes will pay interest semi-annually on January 15 and July 15, with the first payment scheduled for January 15, 2026.
- The Issuer has the option to redeem the notes on or after October 15, 2032, at 100% of the principal amount plus accrued interest. A Change of Control Triggering Event would require an offer to repurchase at 101% of the principal amount plus accrued interest.
Oct 15, 2025, 8:37 PM
ADT Prices First-Priority Senior Secured Notes Offering
ADT
Debt Issuance
- ADT Inc.'s indirect wholly owned subsidiary, The ADT Security Corporation, priced an offering of $1.0 billion aggregate principal amount of 5.875% first-priority senior secured notes due 2033.
- The offering is expected to close on October 15, 2025.
- The proceeds from this offering, combined with incremental first lien senior secured term loans and cash on hand, will be used to redeem in full $1.3 billion outstanding aggregate principal amount of 6.250% Second-Priority Senior Secured Notes due 2028.
Sep 30, 2025, 9:10 PM
ADT Prices Senior Secured Notes Offering
ADT
Debt Issuance
- ADT's indirect wholly owned subsidiary, The ADT Security Corporation, priced an offering of $1.0 billion aggregate principal amount of 5.875% first-priority senior secured notes due 2033.
- The offering is expected to close on October 15, 2025.
- ADT plans to use the proceeds, along with incremental first lien senior secured term loans and cash on hand, to redeem in full $1.3 billion outstanding aggregate principal amount of 6.250% Second-Priority Senior Secured Notes due 2028 and pay related fees and expenses.
Sep 30, 2025, 9:07 PM
ADT announces $1.0 billion notes offering
ADT
Debt Issuance
- ADT Inc. announced on September 30, 2025, a $1.0 billion offering of first-priority senior secured notes due 2033 by its indirect wholly owned subsidiary, The ADT Security Corporation.
- The proceeds from this offering, combined with $300 million from incremental first lien senior secured term loans and cash on hand, are intended to fund the redemption of all $1.3 billion outstanding 6.250% Second-Priority Senior Secured Notes due 2028.
Sep 30, 2025, 12:46 PM
ADT Announces $1.0 Billion Notes Offering
ADT
Debt Issuance
- ADT Inc.'s indirect wholly owned subsidiary, The ADT Security Corporation, is proposing to issue and sell $1.0 billion aggregate principal amount of first-priority senior secured notes due 2033.
- The company intends to use the proceeds from this offering, along with an additional $300 million in incremental first lien senior secured term loans and cash on hand, to fund the redemption of all $1.3 billion outstanding 6.250% Second-Priority Senior Secured Notes due 2028.
- The notes are being offered only to qualified institutional buyers and non-U.S. investors, and will not be registered under the Securities Act.
Sep 30, 2025, 12:44 PM
Quarterly earnings call transcripts for ADT.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more