ADT Reports $5.1B Revenue for 2025

By Chris Stiles • Monday, March 02 11:02 • Permanent Link

ADT Inc. (NYSE: ADT), a prominent provider of security, interactive, and smart home solutions in the U.S., has reported its financial results for the fourth quarter and full year of 2025. Here are the key highlights:

Total revenue for the full year 2025 increased by 5% to $5.1 billion.
GAAP income from continuing operations for the full year was $601 million, or $0.68 per diluted share, down $19 million.
Adjusted income from continuing operations for the full year was $750 million, or $0.89 per diluted share, up $65 million.
Net cash provided by operating activities for the full year was $1.9 billion, flat; adjusted free cash flow (including interest rate swaps) was $863 million, up 16%.
For the fourth quarter of 2025, GAAP income from continuing operations was $146 million, or $0.17 per diluted share, down $51 million, while adjusted income from continuing operations was $186 million, or $0.23 per diluted share, up $10 million.
ADT returned $791 million to shareholders through share repurchases and dividends in 2025.

The company also provided a financial outlook, expecting adjusted free cash flow growth of approximately 20% for 2026, with revenue and adjusted EPS approximately flat.

ADT’s multi-year financial framework aims for compounded annual growth rates of 5% in revenue, 10% in adjusted earnings per share, and more than 10% in adjusted free cash flow, with a target net leverage ratio of 2.5x or below.

Additionally, the company announced a new $1.5 billion share repurchase authorization, reflecting its commitment to returning capital to shareholders.

In terms of business highlights, ADT continued to innovate and expand its offerings, including the rollout of its proprietary ADT+ platform, the acquisition of Origin AI, and the launch of new safety features.

The press release also mentioned that the company executed a series of refinancing transactions to optimize its balance sheet, leading to an addition to the S&P SmallCap 600 index.

The market has reacted to these announcements by moving the company's shares -0.36% to a price of $8.25. For the full picture, make sure to review ADT's 8-K report.

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