earnings
confidence high
sentiment positive
materiality 0.75
ADT Q2 revenue up 2% to $1.31B; raises FY 2026 FCF growth outlook to ~30%
ADT Inc.
- GAAP income from continuing ops $155M ($0.19 diluted EPS), down from $168M YoY.
- Adjusted FCF (incl. swaps) $406M, up 48% YoY; operating cash flow $666M, up 18%.
- Dividend declared $0.055/share, payable Oct 1, 2026 to holders of record Sep 10.
- Repurchased 68M shares for $478M in Q2; Apollo sold entire stake via secondary offering.
- Raising FY 2026 outlook: Adj. FCF growth ~30%, revenue growth ~2%, Adj. EPS growth ~2%.