ADT Inc
F:541
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ADT Inc
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ADT Inc
ADT Inc. sells monitored security systems for homes and small businesses. It installs and services alarms, sensors, cameras, smart locks, and related equipment, then connects those devices to its monitoring centers so it can respond when there is a break-in, fire, or other emergency. Customers pay for the equipment, installation, and ongoing monitoring service. Its main customers are homeowners, renters, and small business owners who want professional protection rather than a do-it-yourself setup. ADT makes money in two main ways: upfront sales and installation fees for hardware and setup, plus recurring monthly charges for monitoring and service plans. That recurring service revenue is the core of the business. ADT stands out because it sits between the customer and the emergency response system. It does not just sell devices; it provides the monitoring and response layer that gives the equipment value. In practice, ADT is a long-term service provider in the security industry, with a business model built around keeping customers connected to its systems over time.
ADT Inc. sells monitored security systems for homes and small businesses. It installs and services alarms, sensors, cameras, smart locks, and related equipment, then connects those devices to its monitoring centers so it can respond when there is a break-in, fire, or other emergency. Customers pay for the equipment, installation, and ongoing monitoring service.
Its main customers are homeowners, renters, and small business owners who want professional protection rather than a do-it-yourself setup. ADT makes money in two main ways: upfront sales and installation fees for hardware and setup, plus recurring monthly charges for monitoring and service plans. That recurring service revenue is the core of the business.
ADT stands out because it sits between the customer and the emergency response system. It does not just sell devices; it provides the monitoring and response layer that gives the equipment value. In practice, ADT is a long-term service provider in the security industry, with a business model built around keeping customers connected to its systems over time.
Strong cash flow: ADT posted $414 million of adjusted free cash flow, up $187 million and more than 80% year over year, which management said was the standout result of the quarter.
Flat core revenue: Total revenue was $1.3 billion, up 1%, while recurring monthly revenue was $359 million, flat year over year as pricing offset the loss of the divested multifamily business.
Investing for growth: Management emphasized continued spending on ADT+, Origin AI, service automation, and new customer acquisition channels like ADT Blue, even though those investments will weigh on near-term results.
Capital returns: ADT bought back about 18 million shares for $116 million in the quarter and about 35 million shares for $230 million year to date, supported by a new $1.5 billion repurchase program.
2026 outlook: The company kept its full-year outlook for about 20% adjusted free cash flow growth, with revenue and adjusted EPS expected to be approximately flat to last year.
AI rollout: ADT said AI is already routing all chat interactions and about half of phone calls, with management expecting meaningful cost savings and better service over time.
