earnings
confidence high
sentiment positive
materiality 0.80
ADT Q2 2025: revenue +7% to $1.29B, adj. EPS $0.23, raises cash return guidance
ADT Inc.
- GAAP income from continuing ops $168M ($0.19 EPS); adjusted income $191M ($0.23 EPS), up 23% YoY.
- Adjusted EBITDA $674M (+7%); Adjusted Free Cash Flow $274M (+9%); YTD returned $589M to shareholders.
- End-of-period RMR $363M (+2%); gross revenue attrition 12.8%; strategic bulk purchase of 50k accounts for $89M.
- Board declared $0.055/share dividend payable Oct 2, 2025 to holders of record Sept 11.
- 2025 guidance reiterated: revenue $5.025-$5.225B, adj. EBITDA $2.65-$2.75B; adj. EPS raised to $0.81-$0.89 on lower share count.
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