earnings
confidence high
sentiment positive
materiality 0.75
ADT Q1 2025 revenue up 7% to $1.27B; adjusted EPS $0.21 beats prior year; reiterates 2025 guidance
ADT Inc.
- GAAP income from continuing ops $142M ($0.16 diluted EPS) vs $164M ($0.17) prior year; adjusted income $186M ($0.21), up 11% YoY.
- Record RMR of $360M (+2% YoY); gross customer revenue attrition improved to 12.6% (best on record); revenue payback 2.3 years.
- Net cash from ops $467M (+28%); Adjusted FCF (incl swaps) $226M (+105%).
- Returned $445M to shareholders: $397M share repurchases (53M shares) and $49M dividends; new $500M buyback plan.
- Declared $0.055/share dividend payable July 8 to holders of record June 12; full-year 2025 guidance reaffirmed.