secwatch.observer — SEC 8-K summary
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Issuer:     ADT Inc. (ADT)
CIK:        0001703056
Form:       8-K
Filed at:   2025-02-27T23:59:59+00:00
Accession:  0001703056-25-000021
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

ADT Q4 revenue +8%, FY GAAP EPS +40%, $500M buyback authorized
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- Q4 revenue $1,260M (+8%), FY $4,898M (+5%); GAAP EPS $0.21 (Q4), $0.66 (FY), up 91%/40%.
- Adjusted EPS $0.20 (Q4, +11%), $0.75 (FY, +25%); Adj FCF including swaps $744M (+42%).
- Record customer retention: gross revenue attrition 12.7%; RMR $359M (+2%); 16 molecules in clinic.
- Declared $0.055 dividend payable Apr 3; authorized $500M buyback through Apr 2026; redeemed $500M notes, new $600M term loan.
- 2025 guidance: revenue $5,025-$5,225M; Adj EBITDA $2,650-$2,750M; Adj EPS $0.77-$0.85; Adj FCF $800-$900M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1703056/000170305625000021/0001703056-25-000021-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1703056/000170305625000021/adt-20250227.htm
  HTML page:      https://secwatch.observer/filing/0001703056-25-000021

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