earnings
confidence high
sentiment neutral
materiality 0.75
ADT reports FY2025 adj EPS +19% to $0.89, launches $1.5B share repurchase plan
ADT Inc.
- Full-year revenue $5.1B (+5%); GAAP EPS $0.68 (+3%); adjusted EPS $0.89 (+19%).
- Q4 GAAP EPS $0.17 (-19% YoY); adjusted EPS $0.23 (+15% YoY); revenue $1.28B (+1%).
- Adjusted free cash flow $863M (+16%); 2026 adj FCF growth expected ~20%.
- New $1.5B share repurchase authorization through April 2029; $0.055 dividend payable April 2.
- Multi-year target: 5% revenue CAGR, 10% adj EPS CAGR, net leverage 2.5x or below.
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