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Earnings transcript
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ADT
ADT Inc.
$7.44
0.01
(0.13%)
| Exchange: | NYSE |
| Market Cap: | 5.952B |
| Shares Outstanding: | 694.632M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Security & Protection Services | |||||
| CEO: | James David DeVries | |||||
| Full Time Employees: | 12200 | |||||
| Address: |
| |||||
| Website: | https://www.adt.com |
Headquartered in Boca Raton, Florida, ADT Inc. has been a leading provider of security, automation, and smart home solutions for consumers and businesses throughout the United States since its founding in 1874. The company delivers a broad spectrum of services, including fire detection and suppression, video surveillance, and access control systems, tailored for residential, commercial, and multi-site clients. At its core, ADT offers expertly installed and continuously monitored security and premises automation systems. These advanced systems are engineered to detect intrusions, manage property access, sense movement, and monitor environmental hazards such as smoke, fire, carbon monoxide, flooding, and temperature fluctuations, while also addressing personal emergencies like injuries or medical incidents. Furthermore, ADT provides interactive smart home capabilities, empowering customers to remotely arm/disarm systems, adjust thermostats and lighting, view live video feeds, and create custom automated schedules for various connected devices via smartphones, tablets, or laptops. The company supports these offerings with ongoing monitoring and maintenance. Operating under brand names like ADT, ADT Pulse, Protection 1, ADT Commercial, and Blue by ADT, ADT Inc. manages an extensive infrastructure, including approximately 250 sales and service offices, three regional distribution centers, and 17 support locations that house nine UL-listed monitoring centers and four national sales centers. The company adopted its current name, ADT Inc., in September 2017, having previously been known as Prime Security Services Parent, Inc.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 4,652,824 | 4,898,446 | 5,128,607 |
| Gross Profit | 2,377,436 | 2,483,887 | 2,525,866 |
| EBITDA | 2,693,125 | 2,804,403 | 2,864,186 |
| Operating Income | 1,217,920 | 1,232,188 | 1,334,069 |
| Net Income | -166,971 | 501,053 | 595,951 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 15,964,094 | 16,050,957 | 15,819,000 |
| Total Liabilities | 12,175,448 | 12,250,156 | 12,040,000 |
| Total Stockholders Equity | 3,788,646 | 3,800,801 | 3,779,000 |
| Total Debt | 7,944,635 | 7,707,073 | 7,689,000 |
| Cash and Cash Equivalents | 14,621 | 96,212 | 81,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,657,726 | 1,884,899 | 1,884,000 |
| Capital Expenditure | -806,888 | -163,805 | -176,000 |
| Free Cash Flow | 850,838 | 1,721,094 | 1,708,000 |
| Net Income | 463,009 | 501,053 | 596,000 |
| Net Change in Cash | -243,630 | 74,115 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 5,479,244.076 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 5,630,228.785 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 5,537,734.272 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 2,871,561.223 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 2,950,689.262 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 2,902,214.754 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 950,778.243 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 965,077.143 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 957,927.693 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,471,021.318 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,511,556.421 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,486,724.273 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 1.070 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 1.080 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 1.060 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Revenue Growth: ADT reported a 4% increase in total revenue for Q3 2025, reaching $1.3 billion, as highlighted in the earnings call transcript. This growth indicates a solid operational performance and ability to expand market share within the security services sector.
- Operational Efficiency: Positive metrics from the income statement, such as consistent gross profit and operating income, suggest ADT maintains effective cost management and operational stability, supporting profitability despite competitive pressures.
- Strong Market Position: As evidenced by the company profile data, ADT's significant market capitalization and established presence in the security industry provide a competitive edge, reinforced by a large customer base and brand recognition.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ADT intrinsic value between $22.28 – $27.87 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about ADT valuation
Is ADT Inc. (ADT) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for ADT Inc. (ADT) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ADT a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ADT trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ADT’s P/E ratio?
You can see ADT’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ADT?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ADT a good long-term investment?
Whether ADT fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ADT
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
0.13
Trading Metrics:
| Open: | 7.43 | Previous Close: | 7.43 | |
| Day Low: | 7.37 | Day High: | 7.46 | |
| Year Low: | 6.24 | Year High: | 8.94 | |
| Price Avg 50: | 7.07 | Price Avg 200: | 7.36 | |
| Volume: | 5.967M | Average Volume: | 9.789M |
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Login — it's freeADT full analysis
Welcome to MARKETSNAP’s SWOT analysis for ADT, the well-known player in the security and smart home solutions space. If you’re a long-term investor looking to dig into what makes this company tick, you’re in the right place. We’re breaking down the strengths, weaknesses, opportunities, and threats for ADT, with a focus on what could shape its future for folks like us who are in it for the long haul. Let’s dive in with a quick overview of where ADT stands…
